Deep Sail Capital on X
$DNA - Looks to have peaked mid day today. https://t.co/EcCnSY98aH
NYSE
Ginkgo Bioworks Holdings, Inc.
DNA
8 stories
$897M Market cap · 2026-10-29
Deep Sail Capital on X
Shorting the AI Genetics group here after the run over the last few days. $DNA is the biggest shitco in the group.
Deep Sail Capital on X
@stretchmikep I put on an industry short of genetic data companies early last week, $TEM, $CDNA, $DNA, and $ABSI Other than that a couple of stocks with good short activist write ups like $EQPT
Broken Moats on X
Secondaries more likely with the reversal in bio discovery names this morning not less, they are coming --- almost all need money to fund their cash burning businesses $DNA $TXG $TWST $GRAL you are their liquidity if you want to fund them at 20-30x sales
Deep Sail Capital on X
@shallowdives1 @peter_mantas Yeah it’s a nice little industry bubble forming. $DNA is also a Shitco
Deep Sail Capital on X
$DNA - Looks like another genetics short too.
Broken Moats on X
$DNA another perfectly rational move, happens daily across this low quality business, low quality balance sheet biotech tangential name space (ironically while actual biotech names sell off due to rates). My biggest question is why are these co. not raising $$$, all of them need money in this basket and their stock prices are up 100's% points in a very short period of time (few months). Wh not stretch the life of the company and fix the balance sheets?
SG on X
@jrkelly @Ginkgo why have $DNA sales imploded under your leadership? https://t.co/E8nrXG5pSl
Tickers on this page
Companies the stories above are also about, besides DNA.
