Andrew Colburn
@ndrewColburn
Biotechs, Tech, Photoshop, Blender, Deals, & Random Thoughts. Tinkering and coding for fun. Tweets are not recommendations or endosements.
Sometimes a mother’s “spidey sense” is better than industry analysts’ opinions. $SRPT (from a year ago)
Google just casually upping Nest subscription fees 25%. wtf…
I hate how many people I thought were intelligent are simping Bitcoin now. We are like 10-15yrs away from SHA-256 encryption being busted. When - not if - SHA-256 is broken, Bitcoin is worthless. It’s not a “digital gold” if it has a finite existence.
That’s a long way to say “I’m retarded”
This was what I was hoping to fix with SPACs. You may not like SPAC founder promotes or other forms of value transfer to intermediaries but you can never claim it wasn't disclosed. The Circle IPO, and ALL traditional IPOS, are the opposite. Value is transferred to randoms and it…
There is no stopping this train. Even hack and slash via DOGE were just pennies on the track.
US May budget deficit hits an all-time record high for that month - Treasury Official #MacroEdge
So REITs/PE/Institutions bought up a shit ton of residential real estate in the last 5yrs and now Trump wants to give them no taxes on the sale? Wtf...
🚨 TRUMP: THINKING ABOUT NO TAX ON CAPITAL GAINS, HOUSES
I don’t have access to this article. I wonder if this is the same patient that was found to have liver failure a little while ago or if this is a separate case. Anyone know?
Third patient dies from acute liver failure caused by a Sarepta gene therapy buff.ly/G0IbXHh
Most people will look at this and see it as household debt reduction, but I see an asset bubble. Stocks are elevated and home prices are up over 100% since 2009. During the same period (09-pres), the average age of 1st time homebuyers has increased from ~30 to ~40yrs.
Household Debt to Asset Ratio hits lowest level in 50 years 🚨🚨
Going with the Palestinian game plan for public perception. I’m sure that will end well.
"There needs to be blood": Democrats' voters tell them to "get shot" in Trump resistance push trib.al/PvJB1eM
Now that the budget bill has passed Congress, we can see what the projections look like for deficits, government debt, and debt service expenses. In brief, the bill is expected to lead to spending of about $7 trillion a year with inflows of about $5 trillion a year, so the debt,…
The big beautiful bill is a disaster for the future generations of this country. Every single person voting to approve this shit needs voted out.
🚨 BUSTED: @politico's Jeff Coltin contacted us AFTER Mamdani's campaign quietly altered $1.6 million in finance records twice in one day, then published a "debunking" piece that accidentally confirmed every single finding we documented. The real scandal isn't just a bundler's…
The crazy part is this covered less than 4% of the deficit spending for TODAY alone. Fucking insane the rate the US is currently on.
Congrats to the IRS on making $175M
They have literally already stated they will and withdrew from IAEA oversight.
TRUMP: DON'T BELIEVE IRAN WILL GO BACK INTO NUCLEAR
Ceasefire won’t last. Israel will always considered those in power to be an existential threat to Israel’s survival. Iran will go back to making weapons grd uranium /w more speed. Israel can’t let those in power stay in power now. This ceasefire was written in wet toilet paper
IN 48 HOURS, PRESIDENT TRUMP: Directed one of the most secretive and successful military strikes in history Obliterated Iran’s nuclear program Successfully brokered a ceasefire between Israel and Iran effectively ending the “12-Day-War” All of this was only possible because…
$SRPT 2 dead and 1 with failing liver... no bueno
Kameron Lawson's son, Konner, 10, received Elevidys in April. He's been in the hospital three times because his liver is failing. His prognosis remains uncertain. Kameron heard about the 2nd patient death on Sunday, just as Konner was getting out of the hospital again. “This…
Tehran Tammy
Israeli jets just stuck Iran’s state broadcasting headquarters in Tehran. On air view from one of the studios as Israeli bombs hit the building:
Your occasional reminder that @ARKInvest and @CathieDWood are complete morons; they write like penny stock promoters.
ARK'S CATHIE WOOD: SPACEX COULD BE WORTH $2.5 TRILLION BY 2030 ARK Invest estimates SpaceX’s value could grow from $350 billion today to $2.5 trillion by 2030, driven mainly by Starlink and Starshield. That’s an average annual return of nearly 40%. ARK projects $200 billion in…