$Recursion Pharmaceuticals, Inc.(RXRX)$ Unrealised gain. It may all be gone in a moment like Serve Robotics when Nvidia decided to offload. But AI Pharma is one of my favorite theme to invest. Demis Hassabis recently said 2025 is the year AI designed drugs proceeding to clinical trials. Recursion acquired Exscientia last year. Both were leaders in AI Pharma field. The enlarged Recursion represents the top tier of AI Pharma companies with more than 10 drugs in development (compare with just a handful for clinical stage trial pharma companies). Recursion attributed the anomaly to the strength of their Recursion OS. 未实现的收益。当英伟达决定卸载服务时，它可能会像 Serve Robotics 一样瞬间消失。但人工智能制药是我最喜欢投资的主题之一。 Demis Hassabis 最近表示，2025 年是人工智能设计的药物进入临床试验的一年。 Recursion 去年收购
$SUPER MICRO COMPUTER INC(SMCI)$ SMCi post business update review. Breakdown of issues into either good and bad (no neutral). Good: 1. No restatement of accounts. Any restatement would have implications for the convertible bonds and evolve a great domino effect. 2. On track to file outstanding and upcoming Nasdaq returns on time. This is a very important development. Anything else would rock its financial standing again. 3. Project roughly 60% growth next fiscal year. I'm rather puzzled with the large increase only to materialize next year. SMCI seems to be planning new plants with the new capital and projecting unfettered growth in the AI server industry. 4. DOJ and legal challenges update. Reinforced view that they are unmeritorious.
For jest: Breaking News... SMCI resurrected after dodging 2 bullets (Nasdaq deadline and financial reports restatement uncertainty) but shed revenue forecast; rearmoured itself with more borrowed cash and appleased riotous convertible bond holders to upgear for a 60% revenue rocket boosted acceleration next year.
SMCi post business update review. Breakdown of issues into either good and bad (no neutral). Good: 1. No restatement of accounts. Any restatement would have implications for the convertible bonds and evolve a great domino effect. 2. On track to file outstanding and upcoming Nasdaq returns on time. This is a very important development. Anything else would rock its financial standing again. 3. Project roughly 60% growth next fiscal year. I'm rather puzzled with the large increase only to materialize next year. SMCI seems to be planning new plants with the new capital and projecting unfettered growth in the AI server industry. 4. DOJ and legal challenges update. Reinforced view that they are unmeritorious. I wouldn't worried about these
$SUPER MICRO COMPUTER INC(SMCI)$ Will it be more or less or none after the business update post market close? Leaving good money on the table to stake.
$SUPER MICRO COMPUTER INC(SMCI)$ Will it be more or less or none after the business update post market close? Leaving good money on the table to stake.
$Archer Aviation Inc.(ACHR)$ All gains might evaporate overnight but I am maintaining that 2025 will be the year of EVTOL. Much higher turnover on what was expected to be a tepid pre-holiday trading day. Merry Christmas 🎄!