@thesmallpond_ · Exit TWST

Stay away from people like this like the plague. Because what could go wrong at 25x sales? @peter_mantas the only real person I know that has been calling out $TWST since it was an undiscovered gem.

Freda Duan@FredaDuan

AI Drug Discovery Is Becoming a Bottleneck Trade I get excited when an industry starts going through a real regime change. AI drug discovery (“AIDD”) increasingly looks like one of those moments. Two things are happening: 1/ Upstream: the frontier AI labs are piling in. 2/

Read asExit TWST

Since the call—

unrankedThe analyst's rank today

High · 0.99Confidence

Mon, Oct 5Tweeted

Tue, Oct 6 closeCounted from

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