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MRNA

Moderna$182.56live · 9h ago

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Randy Kirk1 callBullish
Most recent thesis· Aug 20, 2026Source video →

The hosts discuss Moderna's mRNA cancer treatment breakthrough that reduced high-risk cancer recurrence, noting the stock roughly doubled to tripled on the news. They frame this as the start of a broader 'ChatGPT moment' for AI applied to medicine that could pull in massive R&D investment from big pharma.