took a new tradfi position today $twst twist biosciences some day will probably write a longer thesis but the tldr is i like future tech and digital storage will reach a breaking point in the next decade biological storage is much higher capacity and will be necessary at some point to understand the angle here - atlas (former twst biz unit) recently stored 13 terabytes of data in a drop of liquid the size of a raindrop atlas ipo coming, market assigning essentially zero value here and twst will maintain a huge equity stake + royalty stream $2bn mkt cap stock, this isn't an 'all-in' play it's a dart throw on a sector and i'm just picking the category leader long term hold nfa dyor i'm prepared to watch the sector go to zero or see this name 100x no in between let's see 🧬