AI Data Stack Portfolio Update & Exciting BIG NEWS on Verseon International Inc.
Deep Research + Patience + Transformational Change
= 810% Outperformance vs. SP 500 Index
It's TIME TO TRIM Our AI Data Center Dominators--AND with the pre-IPO shares in My Verseon International SPV Now Worth 10X Our Cost Basis—this is the last call for you to Lock In This Incredible Return OR add to your position (as most TransMed One LLC members have!).
Dear Reader,
It's time—the AI revolution is NOT over, of course, but clearly, it is FULLY PRICED into most AI tech stack stocks. The action on Microsoft/Google/META etc in this earnings season CLEARY is saying "AI tech mania is priced for perfection"
Actions to Take: 1) Sell ALL of any $SMCI shares you still hold (and kudos to those subscribers who sold most of their $SMCI shares 300%+ higher much earlier this year!)
2) Take down at least 50% of the rest of the tech stack, including Nvidia (which reports Nov. 20), as the China semiconductor boycotts of Western companies (China second largest market for semiconductors and equipment) are seriously impacting semiconductor and equipment sales (see $ASML!) and put automatic sell stops in at 12% below current prices
The TR AI Date Center Stack
Nvidia NVDA SuperMicro SMCI Applied Micro AMD Taiwan Semi TSM Broadcom AVGO Arista Networks ANET Pure Storage PSTG Uranium X ETF URA Centrus Energy LEU TQQQ TQQQ SOXL SOXL Vertiv VRT Sentinel S Oracle ORCL
3) HOLD Uranium Plays Centrus LEU (up 207% from our original entry) and URA (up 54%) -- we will be adding a few more uranium like LightBridge $LTBR. We are also patiently waiting for the nuclear power plays and quantum computing stocks to come back to earth--$OKLO $SMR $LTBR $RGTI $QTM $IONQ $QBTS
4) We are working on AI power adjacent plays like $WULF $IREN $VST $NEE $NNE $POWL $SO $PSN
5) And finally --enterprise software plays that show TRULY valuable AI integration and Agents like Verses AI
Listen to what my old pal Roger McNamee says about the key issues facing generative AI on CNBC
https://www.cnbc.com/video/2024/10/14/tech-sector-faces-these-two-key-issues-ahead-says-elevation-partners-roger-mcnamee.html?qsearchterm=Roger%20McNamee
So where am I putting MY cash from these massive profits?
Well--I have been an investment analyst, mutual/hedge fund/SPV manager, and investment newsletter publisher/editor for 25 years +--and I have never been able to type/speak these words about ANY investment:
"Your investment into my TransMed One/TSIG LLCs that own Verseon's Pre-IPO Preferred Round D shares at just a $334 million valuation means you benefit from
A) A new $150 million investment commitment into Verseon Pre-IPO Round D this November by a significant South Korean bioscience fund (which I have seen the contract but cannot disclose) at a $2.7 billion pre-money valuation
B) On top of the $80 million investment funding via the bioscience fund run by former SVP at Johnson & Johnson Richard Serbin (whose primary investor is the CEO and Chairman of Johnson & Johnson Pharmaceuticals ticker JNJ), at a $2.3 billion pre-money valuation
C) THEN look at the $2 billion follow-on Pre-IPO investment commitment from the broad bioscience capital fund under Dr. Thomas A. Cellucci, MBA, who drove America’s nanotechnology/quantum computing agenda under Presidents Clinton and George W. Bush (who also served as US Federal Government's first-ever Chief Commercialization Officer at the US Department of Homeland Security (DHS) under both the Bush and Obama administrations) at a minimum pre-money $3.2 BILLION valuation (may I remind you TransMed One/TSIG investors own shares at just a $334 million valuation basis--DO THE MATH!
D) Then read the praise of Pfizer’s former Senior vice president of R&D Strategy, Robert Karr, for Verseon's breakthrough drug development platform, who points out in a recent Forbes article on Verseon that Verseon's seamless patented drug discovery platform incorporates propriety advances in physics and AI, “Verseon's disruptive platform changes how drugs can be discovered and developed, and the company is poised to make a dramatic impact on modern medicine."
Here is the full article https://www.forbes.com/sites/chuckbrooks/2024/10/22/future-medicine-physics-biology-and-ai-will-transform-human-health/
E) after an extensive examination of Verseon's drug-discovery platform, Nobel Laureate Hartmut Michel said of Verseon's breakthrough quantum physics + AI drug development platform, “The fundamental advancements Verseon has made in quantum mechanical modeling of protein-drug interactions are extremely impressive.”
LOL, as I have shared for nearly a year, don't take my expertise on advanced quantum physics and new drug molecule development—take the advice of the experts in the fields and Nobel Prize winners who are putting $millions of THEIR MONEY into Verseon, which is now at a 10X higher valuation than my TransMed/TSIG LLC investors are into the stock!
To make my point as clearly as I can to subscribers/friends and family (on the $3.2 billion pre-money valuation in the latest VC round)
Just $10,000 in TransMed One LLC today (for accredited investors) or TSIG LLC (for non-accredited investors) is worth $100,000 TODAY based on the Cellucci Group $3.2 billion pre-money valuation.
Just $25,000 in TransMed One LLC today (for accredited investors) or TSIG LLC (for non-accredited investors) is worth $250,000 TODAY based on the Cellucci Group's $3.2 billion pre-money valuation.
$50,000 in TransMed One LLC today (for accredited investors) or TSIG LLC (for non-accredited investors) is worth $500,000 TODAY based on the Celluci Group's $3.2 billion pre-money valuation.
PS: This week, I added $50k more of my ROTH retirement money to TransMed One LLC. If you want to invest IRA money in my LLCs, Madison Trust will make that happen!
Contact: Zach at Madison Trust
Investments Support Specialist
The Madison Trust Investments Team
PLEASE SCHEDULE A CALL HERE
E: investments@madisontrust.com
P: 845.947.1000
F: 845.947.1212
Action to Take to NOT MISS This 10X+ Pre-IPO Opportunity: You Have ONE MORE chance to participate in my TransMed One LLC now sitting on a nearly 10X pre-IPO appreciation in our Verseon Round D Shares by the end of next week because we are the ONLY investor in D round who holds Verseon's $5 Convertible Preferred shares AND the equal number of 10 ten-cent warrants on Round D's $5 private placement shares at just a $334 million pre-money valuation :)
And that valuation is BEFORE the blockbuster IPO I am working on personally with Goldman Sachs/Morgan Stanley for late 2025 or early 2026--which, based on the 16 drug molecules Verseon has in the FDA approval pipeline, the biotech investment bankers at Goldman Sachs/Morgan Stanley say Verseon should IPO @ $4-5 BILLION valuation at the low end--$7-$8 billion at the HIGH end.
The good news for you? As I said, I received an additional $2 million of Round D Preferred Shares + .10 Warrants for my TransMed One LLC (for accredited investors) and TSIG LLC (for non-accredited investors) in reward for raising the $3 million Verseon needed to get to the point they could secure the $billions of private venture capital they need to get to the IPO!
Remember that Verseon (of which I am on the Board of Advisors) built all its technology IN-HOUSE to design never-before-made novel drug molecules on the computer. The company’s KILLER VALUE PROPOSITION is its proprietary massive advances in quantum-physics modeling, now named Deep Quantum Modeling™ (DQM™).
DQM's secret sauce is it's the only computer modeling technology in the world (developed and patented in-house!) that accurately determines whether its computationally designed new drug-like molecules will bind to a targeted protein (i.e., cure/halt the disease) BEFORE making and testing the actual synthesized molecule in the lab.
Then, Verseon's proprietary AI, trained on data from these new molecules identified by DQM, will help generate more variants from which Verseon will select the best ones for clinical trials.
The Really Really Key Point: Verseon has created what is called a proprietary "flywheel effect" in technology, where every new novel drug molecule created by Verseon makes the next unique novel molecule BETTER—and so on and so on!
Why? Because since NO OTHER drug developer sees Verseon's proprietary drug molecules, they don't know they exist. Remember, the existing drug development industry is limited to just 10000-ish raw chemicals ("chemotypes") vs. the "trillion trillion" combinations in Verseon's proprietary DQM system.
For the math nerds, here is the math on the potential atom-by-atom universe exclusively available to Verseon to create order-of-magnitude 100% novel and more powerful + targeted drugs.
Key point: Unless a major global pharma company buys Verseon for, say, $20 billion, they will always be "fishing in a tiny droplet of chemicals vs. Verseon's vast ocean of trillions of novel drug combinations!" Awful new drug approvals are why Big Pharma is firing tens of thousands of drug development staff in 2024 (search Big Pharma research staffing cuts).
This is because Big Pharma, with a $20 trillion global market cap, finally admits that since 98% of its new drug candidates fail to get FDA approval, resulting in an average loss of $895 million per failed drug, they have NO CHOICE but to acquire promising Phase II drug companies!
The $dollars spent by Big Pharma on small biotech acquisitions is staggering, according to the latest pharma media reports:
Big Pharma has spent approximately $184 billion on mergers and acquisitions in the pharmaceutical industry over the last 12 months. source
📈 Record Deal Value In 2023, the top 10 M&A deals alone reached a combined value of $115.8 billion, further showcasing the high stakes in this sector.
Verseon's Media Coverage is NOW on FIRE!
In just the last 90 days, bioscience and business media coverage on Verson's revolutionary drug development platform has skyrockted--and for a very good reason!
Here is a snippet of a recent article in Forbes magazine. "Given that most major diseases are associated with aging, regulating the functions of proteins in our bodies will allow medicine to preserve a youthful and disease-free state far longer than is possible today—and eventually even to partially rejuvenate our bodies from the cellular level.
These advances may make it possible to turn 80, 90, or even 100 into the new 50. But even before such dramatic increases in human health span happen, progress toward addressing large subsets of the druggable proteome will deliver a steady flow of amazing new drugs. These drugs will treat many diseases far better than we can today.
Then the 21st century will indeed establish itself as the century of biology."
The clincher is this conclusion: "Verseon's disruptive platform fundamentally changes how drugs can be discovered and developed, and the company is poised to make a dramatic global impact on modern medicine."
Here is the complete article Forbes article--click here.
But here is best explanation YET of why I so bullish on the near future for Verseon and the incredible wealth building opportunity for YOU to support a truly world-changing company at the pre-IPO level:
"Given that most major diseases are associated with aging, regulating the functions of proteins in our bodies will allow medicine to preserve a youthful and disease-free state far longer than is possible today—and eventually even to partially rejuvenate our bodies from the cellular level.
These advances in Verseon's groundbreaking drug development may make it possible to turn 80, 90, or even 100 into the new 50. But even before such dramatic increases in human health span happen, progress toward addressing large subsets of the druggable proteome will deliver a steady flow of amazing new drugs".