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The NFTBC Digest (25 October 2026)
Portfolio, News, Updates & Links (BMW, CBRS, ORCL, PBLS, REGN)
Oct 25
•
Crashkolnikov
1
Cerebras: The Resilience Question
And what to do about genies
Oct 19
•
Crashkolnikov
3
2
The NFTBC Digest (18 October 2026)
Portfolio, News, Updates & Links (BMW, CBRS, PBLS, REGN)
Oct 18
•
Crashkolnikov
1
The NFTBC Digest (11 October 2026)
Portfolio, News, Updates & Links (BMW, BRKR, CBRS, OBCK, PTC, REGN)
Oct 11
•
Crashkolnikov
PTC Gets Acquired: A Bittersweet Farewell
Coverage on PTC draws to a close: musings on the takeover announcement, the last 12 months, AI and other things
Oct 8
•
Crashkolnikov
1
The NFTBC Digest (4 October 2026)
News, Updates and Links (BMW, CBRS, REGN)
Oct 4
•
Crashkolnikov
1
September 2026
The NFTBC Digest (27 September 2026)
New, Updates & Links (BMW, BRKR, CBRS, PRCT, REGN)
Sep 27
•
Crashkolnikov
1
The NFTBC Digest (20 September 2026)
News, Updates & Links (BMW, BRKR, CBRS, PRCT, PTC, REGN, WPP)
Sep 20
•
Crashkolnikov
1
Regeneron: will they, won’t they?
Speculative musings on perhaps the most plausible M&A target
Sep 18
•
Crashkolnikov
4
The NFTBC Digest (13 September 2026)
News, Updates & Links (BMW, BRKR, CBRS, OBCK, ORCL, PBLS, PTC, REGN)
Sep 13
•
Crashkolnikov
1
The NFTBC Digest (6 September 2026)
News, Updates & Links (BMW, BRKR, CBRS, ORCL, PTC, REGN)
Sep 6
•
Crashkolnikov
August 2026
The NFTBC Digest (30 August 2026)
News, Updates & Links (AMBU, ALNY, BMW, CBRS, PTC, REGN)
Aug 30
•
Crashkolnikov
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