Mirra brief · weekly · 2026-07-20
@martinshkreli
47 posts47 docs732 likes95 replies197,540 views
@MartinShkreli doubled down on biopharma shorts — calling $AGEN a 'cruddy retail name' and $CAPR a 'fraud' — while tracking a week of negative daily P&L and hunting for experts to explain the Kimi-3 AI model situation to institutional investors.
Biopharma & Drug Development
His most aggressive stance this week was a short call on $AGEN, arguing its CTLA-4 is 'two decade old IO' and dismissing the bull case by stating 'EVERY CANCER' mockingly when a defender claimed it works across tumor types [doc 44]. He concluded 'this is just a cruddy retail name' [doc 44]. He was equally bearish on $CAPR, calling it 'a fraud IMO' [doc 44]. On $QTTB, he initially called the data 'fake open-label bullshit' — his most-discussed biopharma thread with 11 replies — arguing the trial design allows reviewer bias: 'you could have an inert drug and motivate reviewer/single investigator to rate a certain way' [doc 5] — before reversing with 'meh $QTTB was fine nvm' [doc 14]. He was sceptical of oral PCSK9 inhibitors, stating 'patients tend to not care that much!' about pill versions of injectables [doc 17].
Personal & Lifestyle
He posted daily trading P&L broadcasts showing a losing week: +3% on 7/13 [doc 12], -6% on 7/14 [doc 2], -3% on 7/15 [doc 16], -4% on 7/16 [doc 23], and -5% on 7/17 [doc 27]. His most-replied post (18 replies) clarified he does not run a paid Discord for stock tips: 'FWIW i do NOT have a paid discord and i dont really talk stocks in discord. but you should hang out in my discord for social reasons' [doc 36].
Also this week
AI & Compute (~14%): He is seeking an expert to explain the 'kimi-3 situation end-to-end' to institutional investors for pay, signalling he views it as a significant market event [doc 32]. He retweeted a prediction that 'no major hacks happen with kimi and Anthropic gets exposed for completely misrepresenting the capabilities' [doc 43]. He also surfaced a critique of a disaggregated memory architecture paper, noting 'this is a real thing just not like this' [doc 38], and amplified news of AI inference chip startup Etched raising at a ~$20B valuation [doc 40].
Politics & Law (~18%): His most visceral political moment came in response to NYC DSA co-chair Gustavo Gordillo's Fox News interview, where he quoted 'I do. my parents fled communism to come to America. I'm not letting it happen here' [doc 22]. He retweeted calls to defeat 'EVIL Communists' [doc 37]. He downplayed FBI corruption concerns, stating 'Thankfully these people are mostly delusional' [doc 26]. On legal matters, he advised that suing the IRS works — 'just file a lawsuit and the court will compel' [doc 25] — and firmly denied that pardons can be bought [doc 31].
Markets & Investing (~11%): He affirmed the Efficient Market Hypothesis in response to a valuation comparison, stating 'there is no difference from fair value either (EMH orientation)' [doc 3]. His clearest market call was on $SPCX, where he stated it 'been a good short for me' [doc 47], though he conceded 'in the long haul i agree' it may not be worth shorting [doc 28].
Trading Industry Meta (~11%): He mocked the $AGEN financing structure — where warrants were worth more than the share price — calling the positive retail reaction 'insane how this could be viewed as positive, only reddit...' [doc 4]. He dismissed the stock's premium as 'all retail' [doc 30]. He also ridiculed media coverage of a short-seller, quipping 'breh they call her the assassin' [doc 45].