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$MACRO · Dambisa Moyo: Only US delivering 3% growth needed to double incomes; AI supercycle $16T by 2030 but skewed to US
now playing · $MACRO
$PL···bullish· high· poswill marshall
Planet Labs CEO: 42% growth, $700M cash, defense largest segment, commercial AI applications scaling
Planet operates 200+ satellites imaging Earth daily at 3m resolution, generating 4M images/day. Defense/intelligence is largest revenue segment, but commercial applications (hedge…
$AAPL···bullish· mediumjohn coogan
Apple WWDC delivers pragmatic AI integration: Google Gemini partnership, on-device + private cloud, Siri overhaul
Apple shifted from overhyped Apple Intelligence to implementing best practices: Gemini partnership for cloud AI, on-device for privacy, private cloud compute for heavier tasks. Li…
$MACRO···bullish· high· posdambisa moyo
Dambisa Moyo: Only US delivering 3% growth needed to double incomes; AI supercycle $16T by 2030 but skewed to US
Global economy needs 3% growth to double per capita incomes in a generation; only US achieving this. Europe stagnating (0.5-1.2%), China facing debt/demographic drag (800M populat…
$CVX···neutral· medium· posdambisa moyo
Chevron board (Dambisa Moyo) navigating AI adoption: balancing productivity gains with workforce displacement risks
Legacy companies (Chevron, Starbucks) adopting AI for back-office efficiency but core operations (drilling, coffee) not yet robotic. Boards focused on strategic oversight, CEO hir…
$SEMATIC-LABSbullish· medium· possamuel hom
Sematic Labs automates systematic reviews for drug development: 2 years to 4 hours using AI
Systematic reviews (required regulatory step) take years manually. Sematic uses AI to automate literature screening, data extraction, and synthesis, reducing to hours. Product liv…
$HELIONbullish· high· posdavid kirtley
Helion raises $465M Series G for fusion power plant with Microsoft PPA targeting 2028 operations
Helion's direct electricity extraction from fusion (95% efficiency) enables smaller, modular 50MW generators mass-produced in gigafactories. Microsoft PPA for 50MW plant by 2028,…
$SPCX···bullish· mediumjohn coogan
SpaceX path to profitability via Google $1B/month compute deal, potential S&P inclusion within year
Google buying ~$1B/month compute from SpaceX (Starlink) plus Anthropic deal drives profitability. GAAP profitability could enable S&P 500 inclusion. Retail demand estimated 10x al…
$GENERALISTbullish· high· pospete florence
Generalist demonstrates robotics scaling laws: Gen 1 model crossing commercial viability threshold for dexterity
Generalist builds foundation models for physical world robotics. Gen 0 (Nov) first showed predictable scaling laws with compute/data. Gen 1 (Apr) crosses into commercial viability…
$ENTRIESbullish· high· posjordan bramble
Entries turns on first US non-light-water reactor in 40 years at INL, targets military microreactor market
Entries' liquid metal heat pipe microreactors (100kW-1MW) operate at near-atmospheric pressure with passive cooling, enabling deployment in water-scarce environments. First reacto…
$LLY···neutral· mediumsamuel hom
Biotech patent cliff prevents $100T valuations: Lilly at $1T but tirzepatide faces 95% revenue drop post-patent
Unlike tech, pharma faces patent cliffs where generics erode 95% of revenue after ~20 years. Tirzepatide doing $51B sales but will decline. Manufacturing scale for $50B drugs crea…
$RVMD···bullish· mediumsamuel hom
Revolution Medicines' Daxib doubles pancreatic cancer survival (7 to 13 months), unlocks combo therapy path
Daxib (daraxonrasib) uses molecular glue to drug KRAS G12C, previously considered undruggable. Phase 2 shows median overall survival doubled vs chemo (13 vs 7 months) with fewer a…
$TNGX···bullish· mediumsamuel hom
Tango Therapeutics combo with Revolution's Daxib further extends pancreatic cancer survival
Tango's drug added on top of Daxib (daraxonrasib) shows further survival improvement in pancreatic cancer, validating combo therapy approach. Daxib establishes new baseline therap…
$MSFT···bullish· mediumdavid kirtley
Microsoft signs fusion PPA with Helion for 50MW plant by 2028, validating commercial fusion timeline
Microsoft's power purchase agreement for Helion's first 50MW fusion plant (2028 target) provides demand anchor and credibility for fusion commercialization. Signals hyperscaler wi…