MookTrader retweeted
The FDA has granted plozasiran entry into the Split Real Time Application Review (STAR) pilot program for severe hypertriglyceridemia (sHTG), qualifying the supplemental application for 6-month priority review vs the 10-month standard review.
Learn more: bit.ly/4dtDqLU
MookTrader retweeted
Random story. I once hung a jury when I was 19. There were 6 charges and it was a long trial (5-6 weeks) related to assault on police officers. We unanimously found the defendant guilty on 3 and not guilty on 2. The last charge was hung 11-1 with me being the holdout. In the end the prosecution just dismissed the final charge after seeing we were stuck for 2-3 days. Definitely a lot of peer pressure when you are up against everyone else who just wanted to go home.
It was my first time seeing how the justice system worked. And honestly, back then, it seemed to work decently well. What surprised me a bit was how little some of the jurors seemed to care (~20%) and how impatient they were to get back to their lives (~35%). Still the end result was pretty reasonable and just. Reminds me of what de Tocqueville said. It’s the jury rather than the defendant, who most benefits from jury duty because it allows them to see that the justice system works correctly.
Of course, 20 years later, trial by jury does not seem to work as well as it used to. As the populace polarizes and Balkanizes, what does it even mean to have a jury of your peers? Who is even a peer to whom?
MookTrader retweeted
The market sold $AKAM -17%, $FSLY -22%, $NET -13% because Anthropic launched Managed Agents. The fear: Anthropic is verticalizing — building its own infrastructure stack.
Read the actual product page. Managed Agents is an orchestration layer — it handles sandboxing, session management, tool calling. It does NOT deliver content, run edge compute, or secure endpoints.
The same-day proof the market ignored: Anthropic also signed a multibillion-dollar infrastructure deal with $CRWV. They're not building infra — they're buying more of it.
A Stanford study (via @jaborball) showed a 6x performance gap from the orchestration harness alone. That's what Anthropic is selling at $0.08/session-hour. The harness, not the pipes.
I use these agents daily. Every session fires dozens of API calls, transfers hundreds of megabytes, hits endpoints across the internet. Agents are ravenous infrastructure consumers.
Best entry points: $AKAM at 4.3x and $FSLY at 5.3x forward EV/Sales. $NET is quality but pricier at 22x.
Q1 earnings in the next four weeks will make this obvious.
ovidiususan.com/the-market-d…
MookTrader retweeted
1/5 Citron is short $VCX . $VCX is trading at $400+. Its assets are worth $19. SIMPLE MATH. The sponsor was fined by the SEC for paying 200+ influencers to promote their products without disclosure — willfully, for five years. They registered the domain GetVCX.com. Not VCXinfo. Not learnaboutVCX. Get. The domain name itself is the pitch. Their own prospectus discloses "Other Expenses – Marketing: 0.42%" charged to investors — roughly $3 million a year on a publicly traded security. Who is getting that money? . Full thread below. 🧵
MookTrader retweeted
So people are buying this fund $VCX at these levels to buy Anthropic at a $4.94T valuation…the reported secondaries are going for $600B.
I get that people want exposure to these private names but you can buy $AMZN, a real business, and get 15% exposure to Anthropic…
$VCX fund that includes 20% of Anthropic, 18% of Databricks, Anduril, and OpenAI is up over 300% in a month.
Trading has been halted today! Crazy!
MookTrader retweeted
Trump: So, let’s get this straight??? The President of the United States is allowed (and fully approved by Congress!) to stop ALL TRADE with a Foreign Country (Which is far more onerous than a Tariff!), and LICENSE a Foreign Country, but is not allowed to put a simple Tariff on a Foreign Country, even for purposes of NATIONAL SECURITY. That is NOT what our great Founders had in mind! The whole thing is ridiculous! Other Countries can Tariff us, but we can’t Tariff them???
MookTrader retweeted
This mf’er really said if retail investors lose their entire capital with this SPAC there can be « no crying in the casino » in his S1 filing 🤣🤣🤣🤣
MookTrader retweeted
BREAKING: The footage from Jeffery Epstein’s cell that was released by the DOJ was edited with Adobe Premiere Pro, stitched from 2 clips, and was saved 4 times, per WIRED
MookTrader retweeted
Daytrading isn't a losing game.
Daytrading is hard.
It's an important nuance.
The reason why it's hard is that it's a high-performance endeavor much like free solo climbing or pro golfing.
The people that thrive as day traders are elite performers who've earned their mastery.
MookTrader retweeted
First interview with FDA Commissioner Marty Makary! $sgmo $ions $arwr $ntla
youtube.com/watch?v=R4mojSYO…
MookTrader retweeted
The VA cancelled a $56,000 contract to water ~8 plants for 5 years. This is ~$1400/plant/year. The contract has been canceled and DOGE will water the plants free of charge.
MookTrader retweeted
Did I just hear the WH press briefing question correctly? $2.7 TRILLION in improper Medicare/Medicaid payments to people overseas who weren’t entitled to the benefit?
This cannot be real.
The entire national debt is ~$36T, and you’re telling me that you sent checks for $2.7T to people overseas??
I am telling you right now, by the time we’re done with these audits, we will find at least $36T worth of waste, fraud and abuse.
The entire national debt is waste, fraud and abuse.
Readers added context they thought people might want to know
The $2.7T figure is for improper payments across all federal agencies since 2004, not just Medicare/Medicare and not specifically involving overseas payments. For example, only 43% of improper payments in 2023 were attributed to Medicare/Medicaid.
crsreports.congress.gov/product/pdf/R/…
gao.gov/blog/federal-g…
MookTrader retweeted
Hole Lee F*ck.
The entire 60 Minutes Interview has dropped.
This will remind you how lucky America is that this lady did not win.
Wow
MookTrader retweeted
$NVDA (-0.6% pre) Chinese algorithm boosts Nvidia GPU performance 800-fold in science computing - SCMP
ooc.bz/l/54440































