I have been working on my 2030 $TSLA price target. This is not investment advice; it is to illustrate how I am assessing the opportunity. I look at being directionally correct and NOT "precisely accurate/wrong". The model is not a based on bottoms-up calculation, rather, it uses aggregate volume & associated revenue/margin, and uses a number of assumptions. I have developed three price targets: 1) Bear Case: ~$1000, 2) Base Case: ~ 2000 & 3) Bull case: $3000. The model does not include #RoboTaxi nor #Optimus. Assumptions & projections are attached below:

@BlackInk67 @CrisprSam 💯🎯 Ran out of time to even to discuss T1D properly.

I am beginning to really like the potential $ABSI may provide in the short, medium and long term. Though too early to call it a winner, the data seems to be "directionally correct". Love the iterative nature of Dry/Wet Lab cycles every 6 weeks (which will get shorter), where the AI models learn and so do they. They provided a good update at Guggenheim Securities SMID Cap Biotech Conference. I like the progress they are making with the internal pipeline and also their partnered programs. I am always concerned about these start-ups running out of money or having significant dilution. They have cash runway into early 2027. They seem confident of signing at least one, if not more, Big Pharma customer in 2025. They are in conversations to partner 101 which, according to them, will "significantly" increase their cash runway. They are looking to partner 301 as well. I really like the ability to monetize their internal pipeline. They appear very excited about 201 and its potential. They believe they will can run this trial themselves because the endpoints are very straightforward and so is the process. I assume they will partner the program sometime closer to phase 3 or after phase 3 for commercialization. Could be a block buster opportunity in "hair growth" arena. Large market: 80-90M patients in U.S., which is a highly motivated patient population. I like 501 as well, which is targeting HER2 in solid tumors and is supposedly a "Best in Class" antibody. Dennis J. Slamon, the father of HER2, had favorable things to say about 501 in his review. I assume this will also get partnered at some stage. I have a small position in $ABSI. NFA.

@TimDOES It is pretty good. The maps are still a problem but the car drives much better and the phantom breaking is gone $TSLA #FSD 12.6.3

In this Biotech winter, I hope the late stage companies that will need funding to get over the hurdle for conducting Phase 3 trial, obtain FDA approval and sustain thru a couple of years post commercialization assess all non-dilutive forms of financing. Some will need $500 M to $ 750 M to go from Phase 3 to commercialization. I hope they are able to sell part of the pipe (e.g., SCRIBE, $CRSP etc.) and/or raise convertible debt. There will be a lot of value created in the next 4-5 years and I would hate to see extreme dilution because of the current deep freeze.

RT @scotsrule08: First time I have experienced FSD 13.2.2 parallel parking when arriving at a destination. 🅿️ @Tesla_AI never ceases to am…

@WholeMarsBlog 2027-2028

RT @aedwards02: Bio-leaders, we must SPEAK OUT. Broad, indiscriminate cuts to the FDA, NIH, and CDC threaten the very foundation that makes…

@teslascope Yes, downloading on my MX right now. Interestingly got it on the MS a few days back and I use FSD most on MX 😂

@BrianFeroldi People unwilling to be wrong will never learn and will never get a 10 or 100 bagger

This is one of the companies I will continue to track. I need to understand their pipe better. I like the Tech, but a long way to go $PRME

I like this type of non-dilutive financing. License the underlying tech in a space that you do not want to pursue. I hope $SANA is able to do something similar with HIP, in addition to bringing on a minority partner for T1D who can help with FDA approval and commercialization. I like Scribe, which is co-founded by Jennifer Doudna, and I am tracking the company. It's pipeline competes with $VERV and $CRSP in ASCVD.

RT @angrycryptoshow: JUST IN: Charles Hoskinson says #Cardano $ADA achieved the "1st provably secure PoS protocol, EUTXO, Hydra, fully dece…

@skathire @semmanyc Looks great.

@daltybrewer $TSLA

❤️

RT @adcock_brett: Today, I made the decision to leave our Collaboration Agreement with OpenAI Figure made a major breakthrough on fully en…

@TohJah7809 Yup, that’s what I was thinking. Good replacement