ARKUSDT
Ark / Tether USD
crypto Composite

ARK ; any of them

ARK ; any of them

Rxrx been on my watchlist. This is the data from fintel, may anyone share their feedback and thoughts?
Bull case (Tesla/VW-style squeeze potential):
∙ Real technology platform (65 petabytes of data)
∙ Real partnerships ($500M+ collected from Roche, Bayer, etc.)
∙ Real clinical data (REC-4881 showing 43% polyp reduction)
∙ Real institutional backing (NVIDIA, SoftBank, ARK)
∙ $785M cash runway through 2027
∙ 84% institutional ownership = tiny actual float for shorts to borrow
Bear case (why shorts are betting against it):
∙ No approved drugs yet
∙ Burning \~$450M/year
∙ AI drug discovery unproven industry-wide
∙ May need to raise capital (dilution)
The Math That Matters
With 32% short interest and 10.87 days to cover, if ANY major catalyst hits:
∙ FDA fast-track approval news
∙ Another big pharma partnership
∙ Positive Phase 2 data
∙ Buyout rumor
Shorts would need 11 trading days at normal volume just to exit—but if the stock is spiking, volume explodes and they’re forced to buy at any price, pushing it higher, forcing MORE shorts to cover. That’s the squeeze loop.
Bottom line: RXRX has better fundamentals than most heavily shorted stocks that squeezed and collapsed. The question is whether clinical/partnership catalysts arrive before cash runs out. If they do, this has Tesla-style “shorts were wrong” potential.​​​​​​​​​​​​​​​​

Is she dumb though? Seems smarter than folks investing ARK trash funds.