DNA
Ginkgo Bioworks Holdings, Inc.
stock NYSE

The PIPE will be next week due to timings around DNA X audited financials, which are due 2nd March. They'll need to file a super-8k within 4 days of the PIPE and before 2nd March to avoid becoming a shell.
This, combined with some reverse engineering of GPU deployment timelines and cash required via accessing the SONM shelf, as well as making sure the $600 million volume clawback option is not exercised by DNA Holdings, has led me to believe the deal must absolutely close next week, most likely Monday or Tuesday. The ramp up in PRs is also noticeable.
I've also re-evaluated my PT for 2026 to around $250 to $500, depending on whether or not the software layer is separated into a separate vehicle or not.

I like how they're "inviting you" LoL 🤣
That'd be a no from me. Next up - submit fingerprints, DNA sample, and insert rectal analyzer. 🙅🏼‍♂️

Because:
1. FB and Insta are already saturated with content. Adding discussion board will cannibalize into attention spent on its other much more ad profitable content.
2. Ordinary people don’t want their identities exposed on forums. META can make them anonymous but they haven’t roll out any anonymous features so far, could be in conflict with their business models.
3. It is much harder to build a community than to build a feed populated by content creators. It takes a lot of time, effort and experimentation. But FB already has FB groups which have been built by communities over time, so it is not like FB isn’t already competing against Reddit. However, FB groups just don’t foster the kind of in depth and long discussions like Reddit because it is based on the FB standard format.
4. Reels and stories are like cousins of insta and FB. It is very easy to implement them. Reddit is a very different type of content, their DNA is just very different from what Instagram and FB are. One is a forum the other is social media in the traditional sense.
I can go on and on. There is zero competitor to Reddit since its inception and I think we can find comfort in that. Tumblr and 4chan are probably the closest but they are not even close to what Reddit is, and they are dying. Most local or niche forums are also dying and losing users over time. Reddit is in a very good position but of course it has to play its cards well like weakening the liberal faction’s grip on the platform and getting more people to participate actively.

I'll spell it out. They want it all... your biometrics, DNA, health records. Why? They're a bunch of anti-aging PDF files. They want to stop aging for us, not them. AIs are learning to reprogram us on a cellular level. If they have it their way, most humans won't mature past the age of 11 or 12 (you know why). It's also why they're repealing child labor laws.
The fact that this insane paragraph tracks with current events is sad.
This rocket better take me to greener pastures.

"Kill my enemies." Yuk yuk.
"Using ridiculous sounding methods we've plausibly lab tested already." Yuk yuk.
"I'm a psychopath impossibly generated from the DNA of an R rated cartoon villain." Yuk yuk yuk

The ability of AI to develop new therapies has been rapidly gaining traction the last few months. It's mind boggling how much development is going on right now. Peter Mantas posts on X and Substack about it if you want a good starting point.
As far as CRL... they'll probably benefit some. MEDP is a similar company that tends to be much better run than CRL, and the stocks have reflected that. Worth a look into.
There's a lot of pick and shovel plays too. I own TWST who make synthetic DNA for testing and development. There's pharma supply names too, RGEN comes to mind. Something like TRNS does a lot with lab calibration too.

Sunflowers are incredible sources of folic acid. 100 g of kernels contains 227 µg of folic acid, which is about 37% of recommended daily intake. Folic acid is essential for DNA synthesis. When given in anticipant mothers during the peri-conceptional period, it may prevent neural tube defects in the baby.

# they tested my DNA and they said it wasn’t DNA it was
>!USA!<

Ginkgo Bioworks and Invaio Sciences Enter Collaboration to Develop Manufacturing Technology for Peptide-based Agricultural Products - DNA OTC Pink: DNABW

For what it's worth, in my company SaaS has become a 4 letter word. We adopted the model like everyone else. We assumed there would be YoY increases to price around 10-15%. That ended up not proving true as enough companies have been negotiating closer to 40%+. The problem is these companies stopped seeing revenue growth from increased customers, so they're doing it through price increases.
Some have come in ridiculously high to the point the rest have become guilty by association. It's less like rent seeking and more drug dealer. Get you addicted cheap then jack up the price. Well we're getting sober. This year we started pruning SaaS, with all options on the table. From building our own to open source. None of this was with AI in the mix. We do lots of vertical integration so it's in our DNA to roll our own if it makes sense.
I know we're not alone with how companies are jacking up prices. I'll bet every single one of them are looking at ways to not hold the bag as the bigger players exit. Again this has nothing to do with AI. The model is just poisoned in IT due to their aggressive pricing to sustain their growth.
So to the subject at hand, is AI the harbinger of doom for SaaS? No. AI is SaaS 2.0. A cheap service to get businesses addicted that will be jacked up at astronomical rates once adoption growth slows. My company sees that so we're only using it where it makes sense cause we just kicked cigarettes, so we're not about to get all in on crack. But we're weary as an org about being too reliant on an outside vendor.
I'm less certain about other companies IT and AI. Will they go all in to fix one problem only to cause another? I'm sure some will, some won't, but I know companies are looking for a way to ditch these companies so I'm not long on any of them.

This shows how Palantir has made themselves a political target. We used Palantir for YEARS before they got into the busting browns business… they were amazing for big data during the whole genome sequencing and DNA mapping phases of MadCow and BirdFlu.

Whats the most upsetting thing you learned from a DNA test