Can GS move $NVDA onto its conviction buy list already, pls
βNVIDIA MUST DIE!β - Part Deux
Thinking aloud on who stands to benefit the most from Jensen's possible downfall ( h/t @gave_vincent).
Also, a history lesson for the kids who don't know the gentleman on the right.
π³π₯Ήπ
shrubstack.com/p/nvidia-mustβ¦
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My sonβs account performance
Maybe he should start an overpriced s*bstack or a dischord channel?! π
I let my 12 y/o pick stocks in her Greenlight account to get her interested in investing.
She's recklessly overexposed to Hasbro, despite me warning her about the risks of being undiversified.
She's up 46% YTD.
I'll keep you all posted on her next buy.
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If I got a dollar for each time someone claimed that MS Office is toast, Iβd be richer than Bill Gates and Iβm not even long $MSFT
Let me file this under: shit you hear right before an Anthropic IPO
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Abaxx Announces Conclusion of Independent Investigation; Findings Refute Short-Seller Allegations
$ABXX.TO
Time for @retard3dinvst0r to own financy Gabe one more time π
peripheral π€¦ π©πͺ π° retweeted
Today, the @FDA granted Priority Review to @uniQure_NV AMT-130, bringing the first potential disease-modifying therapy for Huntingtonβs disease one step closer to patients.
I learned this news while my father lay in the ICU, on a ventilator, with aspiration-related pneumonia.
Pneumonia is the leading cause of death in Huntingtonβs disease. My father is now confronting one of the very complications that make this disease so devastating.
That is what the irreversible cost of waiting looks like.
A few years ago, he was still running the business he built over 30 years ago. An accomplished businessman, inventor, and published author. Today, Huntingtonβs disease has taken his independence, his ability to swallow, much of his ability to communicate, and now threatens his life.
My grandmother was diagnosed with HD in 1999. She died in 2011. Twenty-seven years after her diagnosis, we still have no FDA-approved treatment that slows this devastating disease.
As a little girl, I watched HD take my grandmother. Today, my daughter, named in her honor, is watching the same disease take her grandfather and great-aunt.
I am profoundly grateful for today's milestone. But I cannot ignore the human cost of getting here.
I welcome the FDA's decision to grant Priority Review to AMT-130 and strongly support its consideration under the Accelerated Approval pathway. Our community has contributed decades of natural-history research, patient-experience data, and evidence of our willingness to accept meaningful risk.
Every day of delay carries consequences that no subsequent approval can undo.
Years ago, my father asked me, βChristina, what are you doing to leave the world a better place?β
Dad, this is my answer.
I'm fighting for you, for our family, for the more than 41,000 Americans living with Huntingtonβs disease, and the 200,000+ at risk of inheriting it.
I'm fighting for a future where my daughter never has to stand before the FDA, pleading for a treatment to save her mother, her brother, her aunts, or another generation of our family.
I want her to inherit my grandmother's name.
Not her fate. And certainly not this fight.
ππ
#HuntingtonsDisease
#RareDisease
#CureHD
Iβm pretty Haypped
In the last couple of years, Nicotine pouch consumption has slowly started to take over from Snus consumption. Nicotine pouches began being sold outside Sweden in Norway, the UK, and the US.
Unlike Snus, the EU has not formally banned nicotine pouches but leaves it up to the member states to regulate them - for now.
The result is that nicotine pouches are one of the fastest-growing consumer goods categories of the current times. In todayβs consumer recession, it is hard to find consumer goods with a tailwind.
But nicotine pouches are one of the few products that fit that bill.
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peripheral π€¦ π©πͺ π° retweeted
W00t!! Love to see it. The greatest gift of OSS is seeing stuff you wouldn't have even imagined coming back.
Replying to @abaxx_labs
@abaxx_labs Agents++ in the wild - music industry.
βAgents get information about the music, but never the music. Each agent gets its own cryptographic identity and a credential from a human that expires and lists exactly what it can read.β
Source: linkedin.com/posts/connor-paβ¦
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I just learned that 52% of Brazilβs debt is floating
BR has an inflation rate of less than 5% but a short-term rate of 13.75% while the deficit is approx 8% of GDP and the debt level is around 100% of GDP
Either Iβm totally dumb or there is some nice reflexivity right there
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peripheral π€¦ π©πͺ π° retweeted
Replying to @mahesh_shenai
@mahesh_shenai, Although we have never met, I addressed Dr. Mallika Mundkur at the @FDA's CNPV public meeting, whom I understand is your wife.
After reading nearly 20 of your posts concerning Huntingtonβs disease (HD) and AMT-130, I have to ask: Are you evaluating the totality of the evidence, or predominantly searching for reasons to discount it?
You repeatedly express hope that you will someday treat Huntingtonβs disease patients. But how much direct experience have you had with our community? Have you spent meaningful time with symptomatic patients across disease stages, witnessed their progressive neurological decline, or spoken with families about their risk tolerance?
I ask because I have.
HD has devastated three generations of my family. My grandmother died after years of suffering. Her chorea was so severe that she wore padded mittens for nearly four years to prevent her involuntary movements from dislodging her feeding tube.
I was nearly my daughterβs age when my grandmother developed symptoms. Now both my daughter and son are watching their grandfather and aunt experience the same disease. My father is in the middle stages of Huntingtonβs disease, while my aunt is further along in its devastating progression. As a mother, I live with the painful reality that my children may one day witness this same deterioration in meβor, even more heartbreaking, experience it themselves.
What I witnessed as a little girl, my children are witnessing today. Different generations, the same devastating cycle we are desperately trying to break.
The psychological consequences are equally profound. A fellow Michigander and HD advocate recently lost her father to suicide. Another Michigan chapter board member nearly lost her niece, and several HD friends have lost loved ones to suicide. Suicide risk among people with Huntingtonβs disease is substantially higher than in the general population.
Why? Imagine caring for someone you love while witnessing years of relentless neurological deterioration, all while knowing you could face the same fate. And even if you escape inheriting the mutation, you may carry the lifelong burden of survivorβs guilt as those you love continue to suffer. This is the profound, multigenerational trauma of Huntingtonβs disease.
More than 40,000 Americans live with HD, and over 200,000 are at risk. Those figures do not include the countless caregivers and relatives whose lives are also affected.
Your anecdote about a surgeon with another movement disorder reinventing his professional life was particularly revealing. When I read it, I immediately questioned your firsthand understanding of HD.
HD does not afford patients the luxury of simply reinventing their lives. It progressively damages the brain circuits responsible for cognition, judgment, behavior, movement, and independence. Symptoms can worsen over 10β25 years, gradually taking away the ability to work, communicate, maintain relationships, swallow, walk, talk, and care for oneself.
The ability to reinvent one's life requires precisely the neurological capacities HD progressively destroys. HD takes away the ability to meaningfully participate in life altogether.
The 2024 HD Symptoms and Treatment Impact Survey found that nearly three-quarters of respondents would accept treatment risks for five years without progression, while approximately 35% would accept risks for even three years.
Three more years raising children. Five more years working, communicating, remembering, and living independently. More birthdays, graduations, and time with family.
Then consider the economic consequences of inaction. Over 10β25 years, HD families will face neurologists, psychiatrists, hospitalizations, expensive chorea and psychiatric medications, physical and occupational therapy, speech and swallowing therapy, mobility equipment, home modifications, specialized residential care, and eventually around-the-clock assistance.
HD removes two people from the workforce: the patient and the family member who becomes their caregiver. Families lose wages, insurance benefits, retirement savings, and years of financial security. Many conventional care facilities lack the specialized neurological and behavioral resources required for HD, leaving families with limited options.
These costs accumulate across households, employers, Medicare, Medicaid, disability programs, and society.
When evaluating the risks and costs of treatment, why is the cost of inaction so often treated as though it were zero?
If AMT-130 meaningfully preserves independence, the potential economic and societal benefits deserve consideration.
You have described yourself as one of approximately 80 U.S. neurosurgeons with expertise relevant to this procedure. If AMT-130 does not meet your personal threshold for clinical adoption, that is your judgment. But your threshold is not the FDA's regulatory standard, nor should it determine the choices available to every informed patient and qualified physician.
Other neurosurgeons may recognize the broader significance of this investigational gene therapy. If its clinical benefits are confirmed, AMT-130 could help transform how we approach inherited neurodegenerative disorders beyond HD.
Regarding surgical risk, stereotactic neurosurgery has been performed in humans since 1947. Trial experience suggests the procedure has generally been tolerated.
But the question is not whether neurosurgery carries risk. It does. The question is whether those risks are acceptable relative to the potential benefit for patients facing a progressive, fatal disease without an approved disease-modifying treatment.
Your professional risks and our personal risks may look entirely different.
For you, this is a discussion of procedural complications, evidence, and professional responsibility. For us, it is progressive neurological deterioration, dependency, and premature death.
The reported AMT-130 findings, including favorable Total Functional Capacity trajectories compared with external controls, deserve serious consideration. TFC measures employment, financial management, domestic responsibilities, daily living, and care requirements. It measures the independence HD progressively takes away.
Scientific skepticism is essential, but it must be applied symmetrically.
Our community has also been wounded by regulatory rhetoric. @VPrasadMDMPH, your wifeβs former boss, recently compared patients pursuing unproven treatments to a drowning person reaching for a blade. Regardless of the intended scientific warning, such language risks reducing informed, deeply personal benefit-risk decisions to acts of desperation, overlooking the devastating consequences patients and families face without treatment.
Our willingness to accept uncertainty is not desperation. It reflects a rational understanding of what HD will otherwise take from us.
Imagine watching someone you love progressively lose the ability to think, communicate, walk, swallow, or even recognize the people they love most. Now imagine living with the knowledge that the same devastating disease could one day affect you, your children, your siblings, or generations of your extended family. This is the reality of Huntingtonβs disease.
What would a few additional years together mean? What would you do to break the cycle?
I am not asking you to abandon scientific standards. I am asking you to recognize that the consequences of waiting are as real as the risks of treatment.
The absence of treatment is not the absence of risk. It is continued disease progression, escalating dependency, enormous psychological and economic suffering, and irreversible neurological loss.
You may see an investigational neurosurgical procedure that has not met your preferred evidentiary threshold. We see a potential opportunity to preserve the ability to think, communicate, work, love, and remain present in our families' lives.
We are asking for scientific judgment that accounts for the full reality of Huntingtonβs disease.
P.S. Go Blue! γ½οΈππ
#HuntingtonsDisease
#RareDisease
I start changing my mind on these publicly-broadcast executions @PalmerLuckey suggested
ARCHIVE: π¬π§ Prince Andrew watched as Ghislaine tortured 6 year old girl with shock collar, FBI report shows - The Mirror
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Took @hubermanlabβs advice of looking at the sun in the morning, need to do this more often π
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π€
Anthropic is offering a 145k salary for a personal assistant in London.
Responsibilities include:
"Scheduling and managing calendars for leader(s) and their organization"
"Building and maintaining organizational systems for tracking and managing inbound requests"
"Managing the leader's inbox and communications with precise attention to detail"
"Handling travel logistics"
Somebody should really build some sort of tech tool that can handle this stuff autonomously.
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