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“ABVX comes and they report blowout efficacy results. But there are some safety signals in the drug that they report … AI Maybe it gets there”
@Yet Another Value Podcast · Andrew Walker
Blowout efficacy with scary safety signals got misread by AI and journalists, leaving real value on the table.
ABVXLONG@ $94.24
$125.31+32.96%
since call Jun 25
peak +49.7%
“the brands start actually sucking back up more, more equity in, hey, this was reported by CBS News. I know what they're saying actually happened here.”
@Yet Another Value Podcast · Andrew Walker
As AI commoditizes generic content, trusted news brands get paid for verified content, re-rating News Corp upward.
NWSALONG@ $24.94
$27.90+11.88%
since call Jun 25
peak +15.8%
“I do think these markets are having issues where they can be gamed... the ambiguity in these things resolving combined with the reflexivity of them impacting…”
@Yet Another Value Podcast · Andrew Walker
If gameable thin liquidity and ambiguous resolution break prediction markets, Robinhood's hottest growth line deflates.
HOODSHORT@ $93.14
$84.61+9.16%
since call Jun 25
peak +9.9%
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