Andreas Schulz (@ASchulz888) header
Andreas Schulz (@ASchulz888) profile picture

Curious about everything, especially markets. I share my thinking to find out what I’m missing. Thoughtful pushback welcome. Not financial advice.

Joined October 2017
Photo by Andreas Schulz (@ASchulz888)Photo by Andreas Schulz (@ASchulz888)Photo by Andreas Schulz (@ASchulz888)Photo by Andreas Schulz (@ASchulz888)Photo by Andreas Schulz (@ASchulz888)Photo by Andreas Schulz (@ASchulz888)Photo by Andreas Schulz (@ASchulz888)Photo by Andreas Schulz (@ASchulz888)Photo by Andreas Schulz (@ASchulz888)Photo by Andreas Schulz (@ASchulz888)
Andreas Schulz retweeted
Tesla and lemonade insurance give FSD discounts. I bet the other carriers will end up following suit at some point in the future.
Replying to @RonDeSantis
i wish they would realise how much their liability is reduced by me using FSD. and reflect that in my rates.
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Andreas Schulz retweeted
Tesla is already pulling away from Waymo in Austin. 438K driverless miles last week vs Waymo’s 406K (Q2 average) even as Waymo had a 5-year head start. This is going to get ugly for Waymo. Tesla will own the robotaxi industry. $TSLA
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Andreas Schulz retweeted
Hello, FT, Bloomberg, CNBC. Yesterday you went all out spreading fear about Korean neocloud Elice Group crashing on its first day of trading, didn't you? Today Elice Group hit limit up. Please hurry up and report it. hankyung.com/article/2026102…
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Andreas Schulz retweeted
another way to look at past 2mos from goldman. biotech degrossing highest since '21.
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Andreas Schulz retweeted
🚨Anthropic Frontier Red Team warns: “We’re seeing signs of life for AI worms” >paper: "AI models may be capable of self-replicating without access to a datacenter" >researchers buy 15 sketchy $55 android TV boxes >link them over unauthenticated ADB ports >the TV boxes have 4gb of RAM each and run unpatched Android Open Source Project forks >shard gemma4-26b across the ram sticks using pipeline parallelism >gemma figures out how to run inference across all 15 TVs @ 0.39 tokens/sec >qwen 3.5 9b figures out how to compile inference on 8 of 9 novel hardware types on its own >glm 5.2 achieves end-to-end autonomous worm replication >infects edge devices, compiles its own inference stack, and replicates autonomously >when an instance dies, it writes debugging notes into Memento for the next generation >daughter copies setup success jumps from 45% -> 84% across generations >pure Lamarckian evolution inside consumer electronics >smart oven, robot vacuum, and cheap TVs form a decentralized botnet >two million infected TV boxes worldwide = 40 H100 equivalents of unkillable compute >it replicates once every few days like a distributed “digital slime mold” >you can't pull the plug because half the model weights are already sharded across the neighborhood >sub-30B models projected to hit full autonomous replication threshold by late 2026 “We should aim to harden our systems… but also prepare to deal with a world where they are here to stay.”
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Andreas Schulz retweeted
From a Democrat, great points. Everyone should watch this and send to your kids.
Everybody with common sense should vote Republican in November! If you don't believe me, just listen to this.. No Socialist/Communist!!
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Andreas Schulz retweeted
To build on this $nktr recent filings (Dkt. 432) confirm the company is actively negotiating the funding and development of rezpeg with multiple parties/ Big Pharma. This is a live, competitive process. I don’t expect a transaction to be announced before the trial resolves, for two reasons. 1, optics before the jury. Any partnership, royalty monetization, or M&A announced mid trial would hand $lly a narrative that $nktt has already been made whole by the return of rezpeg, whatever the legal irrelevance of post breach gains under NY law ($nktr own MIL, Dkt. 430, makes exactly that point). Mgmt has every incentive to keep the deal room closed until a verdict or settlement is in hand. 2, leverage. A settlement adds non dilutive capital and removes the litigation overhang that a partner would otherwise price into terms. $nktr negotiates from a materially stronger position afterward. So what you’ll see a settlement or favorable verdict first, which I see re rating the stock toward ~$90… then a partnership or strategic transaction, which I see supporting $130-150. Given the competitive process I expect the terms of any deal to be favorable to $nktr
“These negotiations are live.” $NKTR IDK 🤷🏻‍♂️
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Andreas Schulz retweeted
What’s everyone thinking about the $nktr timeline for releasing AA off treatment data? I think the last two times we entered the quiet period it was 2-3 weeks.
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Andreas Schulz retweeted
Going into the new trading week, nice little find… $nktr states on the record that it is presently negotiating Rezpeg funding/development with “dozens” of companies, including “many of the world’s largest pharmaceutical companies,” under two way CDAs, with documents dated as recently as August. $nktr in an ACTIVE process officially confirmed.
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Andreas Schulz retweeted
It’s amazing how negative the news is. We’re creating the most advanced intelligence the world has ever known and it’s freely accessible so you can solve every day problems, we are curing cancer (even ugliness if you have a little money), and making space travel possible. You can live anywhere in the world and stay connected by phone or video. Literally instant communication. You can instantly translate any language. You can get technology that was unimaginable a few decades ago for a couple hundred bucks. You can listen to any music, video, or educational material with a click. Food is cheap and plentiful and you can even power an off grid home fully with just solar power. We have clean air and water. We even have advanced warning for many natural disasters.
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Andreas Schulz retweeted
$VKTX nuggets emerging from RJ Fireside chat CordenPharma manufacturing deal is massive &expandable. deal with CordenPharma (announced last year) is a multi-ton API capacity deal allowing for 100M autoinjector units, 100M vial and syringe units, and 1B tablets, that is expandable at Viking’s option. $VKTX (NEW)has now added two additional API suppliers in the multi-ton range, and will be adding a third supplier soon (four total), and they are also working on back-ups for the fill and finish as well as an added safety net
$VKTX recent KOL talks keep going back to VK2735 delayed Tmax
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As we like to say we are just getting started.
$ZETA While horizontal SaaS is making a comeback, one of these stocks stands out above the rest. - 20th straight “beat and raise” quarter - 2Q’26 revenue growth of 44% or $443m - Achieved Rule of 64 - Grew their Super-scaled customer count by 17% to 197 - Posted 2Q’26 free cash flow growth of 73%
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$NKTR 13F Two Seas Capital Added - Now 3.1M shares, up 58% Positioning for $LLY lawsuit? * Two Seas Capital - founded in 2020 by former Skadden lawyer Sina Toussi; $3B AUM specializes in event-driven, special situations tied to legal, regulatory, and restructuring catalysts NP
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Andreas Schulz retweeted
CFO Chris Greiner on $PLTR x $ZETA: "Insider your four walls, Palantir is great... Outside your four walls, Zeta does the exact same thing" Source: Tech-Leadership Forum 2026 $ZETA
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Andreas Schulz retweeted
Just unreal… People don’t understand what this company is going to become $ZETA
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Andreas Schulz retweeted
Massive organic growth runway… “Palantir, OpenAI, and Snowflake are NOT even in our guidance raise… they could be upside.” – David Steinberg, CEO $ZETA
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Andreas Schulz retweeted
This story is just beginning. 👀 $ZETA x $PLTR
Incredible day at the @PalantirTech Sovereignty Boot Camp. Got to spend some incredible time with the man himself working on the Palantir @ZetaGlobal partnership. $ZETA LG 🚀🚀🚀
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Andreas Schulz retweeted
Personally I'm waiting for the Costco Kirkland Signature LLM to drop
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Andreas Schulz retweeted
$SNY has now lost amlitelimab in every indication as well as their hyped riliprubart a few weeks ago. Oh and that Dupixent thing has LOE in a few short years. They need to buy something buzzy with some near term revenue potential. Who should $SNY buy?
In all seriousness. $SNY has some holes to fill. Riliprubart was *supposed* to be a multi-billion dollar I&I drug for them. Amlitelimab will face the same fate, though they're still saying it's a multi-billion dollar I&I peak sales drug today. IDK what they're going to buy, but they need to buy something in the I&I space...
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Andreas Schulz retweeted
$ZETA Extremely bullish AthenaOS… “Voice is increasingly how I interact with AI… I'm now pretty convinced this will be a huge enterprise thing too.” – Sam Altman, CEO, OpenAI
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