🚨 WARNING: Do Not Fall for the $RXRX Hype Machine 🚨
Before you get swept up in the manic euphoria of @squeezekid’s **BULL CASE** for $RXRX, let me be the voice of reason here. I'm going to give you a deep, analytical rebuttal to this hopium-fueled DD. Strap in, because we're about to inject some real-world skepticism into this over-the-top optimism of this paid shill.
👉 Re: this🪈😴: https://afterhour.com/squeezekid/j4o/bull-case-dollarrxrx 🤡🤡🤡
### 1. **Company Profile & "Planter of Biology" Comparison 🤔**
Ah yes, RXRX is the *Palantir of biology* now, because why not? Apparently, every company with a few algorithms is a tech messiah these days. Reality check: just because they dabble in AI drug discovery doesn’t make them revolutionary. Plenty of “game-changing” biotechs have fizzled out because they couldn’t translate hype into revenue. RXRX might as well be another Theranos in the making. (For you noobs—get educated: 👉 [Theranos history](https://www.investopedia.com/articles/investing/020116/theranos-fallen-unicorn.asp))
📝 But hey, if @squeezekid says it’s like Palantir, it must be gospel! I’m sure their next press release will reveal the cure for aging. 💧✨
### 2. **Institutional Holders - The Big Boys Are In! 🏦**
Let’s be real. BlackRock, Vanguard, and ARK hold shares of practically *everything*. RXRX isn’t their golden child; it’s just another speculative play in a huge portfolio. Just because they hold some shares doesn’t mean they’re betting the farm on this one. And let’s be honest, hopium hella bullish Cathie Wood’s got bigger bets—she’s probably too busy waiting for $BTC to hit $3.8M. She doesn’t even hold 0.1% of RXRX in ARK yet.
📝 Oh, but yes, I’m sure Larry Fink personally greenlit each RXRX share. It’s clearly the next big winner in their multi-trillion-dollar portfolio. 🤦
### 3. **RecursionOS - Supercomputer Hype 🚀**
Just because you’ve got some GPUs doesn’t make you the next tech giant. If that were true, every kid with a gaming PC would be on the Nasdaq. RXRX’s “35th most powerful supercomputer in the world” is impressive… but remember, drug discovery needs more than just GPU power; it requires tons of R&D, and success rates are brutal.
📝 But sure, let’s pretend RecursionOS will change the world. Maybe next they’ll partner with NASA to cure cancer on Musk’s Mars colony? 🪐
### 4. **Revenue & Financials - Burning Cash 💸🔥**
A $26M quarterly revenue sounds cute, but for a nearly $2B market cap, that’s peanuts. And with their burn rate, this could be one expensive flameout if revenue doesn’t skyrocket soon. Sure, they have cash now, but without major revenue growth, that runway will get shorter fast.
📝 But according to @squeezekid, this cash burn is nothing but fuel for the moon mission. 🚀 Right, because every cash-burning biotech has a smooth path to profitability.
### 5. **Catalysts & “Guaranteed” News Events ⚡**
Listing 20 news catalysts? Sounds more like wishful thinking than realistic strategy. Sure, if everything goes *perfectly*, RXRX could pump. But biotech is notoriously fickle, and each of these “catalysts” could just as easily send the stock into a tailspin on a single miss. Rolling the dice on every hopeful headline is not exactly a winning strategy.
📝 But don’t worry, @squeezekid assures us each catalyst is golden. Next up: a partnership with the Easter Bunny to distribute their miracle cancer cures. 🐰📈
### 6. **Management’s "All-In" Commitment 💼**
The CEO has 95% of his savings in RXRX stock? That’s not inspiring—it’s reckless. And the tattoo story? Let’s be real; ink doesn’t pay the bills. Having a CEO who’s emotionally all-in might sound noble, but it can also mean he’s as biased as the retail investors he’s trying to woo. Plus, calling himself “Doctor” with a Ph.D.? I’ll remember that the next time I need a second opinion on my portfolio, not my health. (“Help, is there a Doctor on board?!” Common, son.)
📝 But hey, since the CEO has a tattoo, I guess we’re all set! He’ll ride that tattoo right down with us if this thing tanks. 👨⚕️😂
### 7. **Price Targets - Let’s Get Real 💰**
Price targets based on moonshot dreams are just that—dreams. $133 per share? Sure, if they execute *everything* perfectly, without a hitch. But biotech is a minefield, and RXRX’s current valuation is already ambitious for what they’re delivering. Betting on it to moon with no setbacks is delusional.
📝 But yeah, let’s believe in @squeezekid’s crystal ball. I’m sure the $RXRX private jet is ready to fly us all to that beach party in Dubai any day now. 🏖️🍹
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*PS: Much love to @squeezekid for putting in the work on this DD and sharing his evolving thesis. AfterHour is a place for real conviction and verified skin in the game, so respect for putting it all out there. I’m bullish, holding, & still accumulating dips because I believe we’re onto something big. (Check my port for proof of conviction.) Keep grinding, fam! WAGMI 🙌💎*