Annual Nasdaq-100 index ($NDX) changes. Added: -Alnylam Pharmaceuticals, Inc. ($ALNY) -Ferrovial SE ($FER) -Insmed Incorporated ($INSM) -Monolithic Power Systems, Inc. ($MPWR) -Seagate Technology Holdings plc ($STX) -Western Digital Corp. ($WDC) Removed: -Biogen Inc. ($BIIB) -CDW Corporation ($CDW) -GlobalFoundries Inc. ($GFS) -Lululemon Athletica Inc. ($LULU) -ON Semiconductor Corporation ($ON) -The Trade Desk, Inc. ($TTD).
Radio Paradise served this wonderful cover of one of most recognizable Tears of Fears songs "Head over Heels" by Japanese Breakfast. New indie artist for me. Way more collected, chill version. image #GLMusicDiscovery #indie
Glassnode: The aggregated size of Bitcoin treasuries held by public and private companies has grown from 197K BTC to 1.08M BTC, a ~448% increase since January 2023. Corporate balance sheets are becoming an increasingly significant pillar of demand for BTC. Price is noise. image
Occasionally visit Clouded Judgement for newest stats, comps, but title on this one caught my eye. Startup space getting irrational on compensation expectations. All in the space of that 1% w/ purcashing power.
Clouded Judgement 12.5.25 - Monopoly Money
Every week I’ll provide updates on the latest trends in cloud software companies.
β€œIn three words I can sum up everything I’ve learned about life: It goes on.” - Robert Frost image
I'm sure there were CRISPR editing breakthroughs I'm not aware of, but diabetes its a disease for nearly 10M people. Using CRISPR, scientists modified diabetes I patients cells, to enable them to produce insulin without immune system response.
Live Science
Diabetic man produces his own insulin after gene-edited cell transplant
The new proof-of-concept study points a way to curing diabetes without the need for immune-suppressing drugs.
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https://pbs.twimg.com/media/GwsuJHPW8AADhE2?format=png&name=900x900 Finally updated excel portfolio. Current composition. As you can see I've been working on that cash position by means of .. work. Note: not included: $ANGI, that was split from $IAC sometime this year and I'll be after I go through recent recent calls there.