$NAUT Q3 2026 (quarter ended Sep 30) Revenue: $234K ($208K grant, $26K service), vs $190K in Q2 GAAP net loss per share: -$0.12, vs -$0.11 in Q2 EPS estimate: -$0.14 (MarketBeat consensus, ~2 analysts) Operating expenses: $16.9M, vs $15.9M in Q2 and $15.5M in Q3 2025 Cash, equivalents and investments: $114.3M at Sep 30, vs $129.2M at Jun 30 Voyager: Instrument availability planned for mid-2027, unchanged Call today 8:30 AM ET. Watching for: Runway (was into Q1 2028) Broadscale timeline update AKT1 Early Access still late 2026 Fundraising plans sec.gov/Archives/edgar/data/…

$AMZN Anthropic’s S-1 shows Amazon holds about $6.2 billion of convertible notes in the company, convertible up to 12% of Anthropic unless Amazon waives the cap. Amazon reports Q3 Thursday after the close. sec.gov/Archives/edgar/data/…

$DUOL Goldman Sachs kept its Neutral rating on Duolingo and raised its price target from $114 to $135. The note says the focus heading into Q3 is shifting from user growth to turning stronger engagement into bookings, after 23% year-over-year DAU growth and record retention in Q2. tipranks.com/news/the-fly/du…

$NAUT reports Q3 tomorrow (Oct 27) before the open. Nautilus is building an instrument that measures proteins one molecule at a time, aiming for detail today's tools can't capture. What I'm watching: 1. Cash and burn: $129.2M at June 30, about $14.2M used in Q2, runway into Q1 2028 per Q2 call 2. Broadscale: timeline pulled in Q2, update promised 3. Early traction: first revenue in Q2 ($190K), AKT1 cancer assay due in Early Access late 2026 Longer term: Voyager instrument pre-orders in early 2027, shipments mid-2027. investors.nautilus.bio/news-…

$SPCX $NBIS Public opinion and policy are the biggest risk to the AI bull thesis in the short medium term.

Distribution, economies of scale, resulting into a data moat flywheel.

Yep

I agree

$HIMS is at historically low P/S while its revenue is reaccelerating and moat is quietly expanding.

Agents will soon outnumber humans if they don’t already.

100 trillion dollars! Bear case.

Closed loop of patient treatments and outcomes. Creating a flywheel and $HIMS has the largest distribution channel of all telehealth businesses. This becomes a flywheel especially as AI increases in intelligence.

$NAUT is a great case study how AI can get stuff wrong. At the bottom of its move AI told me it was too risky to add to. I added anyways fortunately. I don’t understand it that deeply. But the insider ownership and it being essentially free because it’s cash was as high as its market cap made me pull the trigger. But more so the heavy insider ownership from obviously competent folks.

Everyone is bored with peptides and platforms like $HIMS and $ENHA. The explosion that can come if peptides are approved… Just look at GLP-1s and you’ll understand. And even without peptides I think $HIMS is interesting with a distribution moat in the beginnings of a new age of health care.

As AI advances biotech is positioned to capture lots of value as human wellbeing and lifespan improvements are perused. These are the biotech stocks I’m betting on: $TWST $TEM $ABCL $NAUT and a little bit of $PRME LEAPS.

Another great call here by me. $QS turned out to be garbage. Just wanted to point out a person throwing stones from a glass house. @JKeynesAlpha

Haha for sure

Thanks!

Absolutely. Only about 2% of portfolio unfortunately

This turned out to be a great post about $NAUT