AT&T, T-Mobile, and Verizon unite to beat SpaceX

The three biggest wireless carriers in America are scared of SpaceX’s Starlink Mobile. That’s why they just announced they’re…

AT&T, T-Mobile, and Verizon just announced… A joint venture to compete with SpaceX's Starlink Mobile. And they made the announcement just weeks before SpaceX's IPO. Go here to discover how I'm getting into SpaceX before it goes public. Big Telecom is scared of SpaceX. That's why the three largest wireless carriers in America just announced they're combining forces. They're pooling their spectrum, sharing infrastructure, and splitting the work three ways to build a satellite-based service that connects directly to smartphones. They're doing so to compete with SpaceX's Starlink Mobile. Wall Street analysts at LightShed Partners saw the announcement for what it was. They said the carriers are "nervous" and pointed to the timing. In their own words: "You announce an agreement in principle when the point is the announcement, not the deal. The timing, weeks ahead of the SpaceX roadshow, was the point." So basically it was a press release designed to land before SpaceX's IPO. The carriers' JV has no definitive agreement, no financial structure, and no deployment timeline as of today. But it could arrive at any moment because just look at what they're actually up against. SpaceX is completely dominating satellite internet… and it's now bringing that same infrastructure into the mobile market. Starlink already serves more than 10 million subscribers across 155 countries. It doubled its operating profit to $4.4 billion last year… And it has seen its subscriber base double in just 12 months. It also has 59 carrier partnerships globally, including T-Mobile itself, which is already powering Starlink Mobile today. Air Force One runs on Starlink. And Starlink's next-generation V2 satellites are designed to deliver up to 100 times the data density of the current system, with around 20 times the throughput of the first generation. That's the network powering the next phase of Starlink Mobile. After AT&T, T-Mobile, and Verizon made the announcement… SpaceX President Gwynne Shotwell responded on X saying: "Weeeelllll, I guess Starlink Mobile is doing something right! It's David and Goliath (X3) all over again — I'm bettin' on David." And I'm betting on David too. That's why I'm getting into SpaceX now, weeks before the IPO. Go here to see how you can also get in before the listing. Ian Wyatt Unsubscribe from these types of emails   Manage your email preferences   Our website - www.WyattResearch.com   Make sure we can reach your inbox     © Wyatt Investment Research LLC. All rights reserved. Wyatt Investment Research is not a broker dealer of financial advisor. This content is for informational purposes. Nothing in this email should be considered investment advice. Every investment has risk and you could lose your investment. You can review terms of use and disclosures by clicking here.   You are subscribed with the following email address: reunisoft.cryptonews@blogger.com   We love hearing from subscribers. Please reply to this email with any feedback or suggestions. Contact abuse@wyattresearchnewsletters.com to report any issues or concerns. For questions regarding your account please call 866-447-8625.   Wyatt Investment Research LLC 65 Railroad Street,   Richmond, Vermont USA 05477

Managing Editor’s Note: If you haven’t already signed up for Jeff Brown’s event tonight with Jason Bodner, please do so now. It’s free, and you can add your name instantly with one click here. You see, there’s a reason they’re holding this event now. In short, Jeff and Jason believe the SpaceX IPO is going to help create a major new investment theme… and send a series of new stocks soaring. They say it could create moves as high as 86%, 213%, 367%, and even 911%, in a matter of weeks and months. The only catch is that you need to act before June 8. You’ll get all the details tonight during the event. It kicks off at 8 p.m. ET. So just click here to register instantly. The Stock Market Is Ignoring This Threat By Larry Benedict, editor, Trading With Larry Benedict For the past two months, markets have shrugged off any negativity: conflict in the Middle East, rising oil prices and inflation, the growing possibility that the Fed could raise interest rates, etc. Any news is good news. Major indexes have enjoyed a meteoric rise as a result. But one key part of the market is offering us a warning right now. So today, let’s see why it’s telling us there could be trouble ahead… Recommended Links Former Wall Street Insider: “Buy These Stocks Before June 8” On June 8, a radical shift could cause today’s market leaders to fall… And send a new group of stocks soaring double, triple, and even quadruple-digits. That’s the latest warning from Jeff Brown and one of his most trusted analysts, Jason Bodner. If you’re unprepared, your portfolio could be full of worthless stocks. If you’re ready, you could potentially turn a few thousand dollars into a six-figure nest egg (it’s happened three times before)… Get the details from Jeff and Jason tonight, May 20, at 8 p.m. ET in The 2026 Stock Market Regime Change.  That includes a way to potentially spot the new winners right before they break out 86%, 213%, 367%, and even 911%, in a matter of weeks and months – without using options. Register instantly here. (When you click the link, your email address will automatically be added to the guest list.) Millionaire Warns: “Move Your Money Now.” Larry Benedict generated $274 million in profits for his clients by knowing where money flows when the Federal Reserve shifts. He says Trump’s Fed Takeover is triggering the most significant shift in U.S. markets in nearly 20 years. He’s already identified the one ticker he expects billions to flood into… and he’s giving away the name for free. Click here to get the full details before the window closes. An Economic Brake After a period of consolidation, U.S. 10-year Treasury yields burst higher this month. Just recently, they pushed through 4.6%. The reason this matters for consumers is that the 10-year Treasury yield acts as a benchmark for a wide range of borrowing costs – from mortgages and business loans to corporate bonds, auto loans, and even credit cards. So when Treasury yields rise, borrowing costs usually rise too. That acts like a brake on the economy. Spending slows, refinancing becomes more expensive, and businesses become more cautious about expansion. But the clampdown on economic activity doesn’t stop there… For investors, rising yields also put pressure on stock valuations – especially for high-growth technology stocks. Stocks are valued on the present value of their future cash flows. But those future cash flows become less valuable when yields rise – meaning that future earnings are worth less in today’s dollars. That particularly affects tech and growth stocks, given that much of their cash flows are expected to come in later years. Rising yields also play a part in where investors park their funds… Tune in to Trading With Larry Live Each week, Market Wizard Larry Benedict goes live to share his thoughts on what’s impacting the markets. Whether you’re a novice or expert trader, you won’t want to miss Larry’s insights and analysis. Even better, it’s free to watch. Simply visit us on YouTube at 8:30 a.m. ET, Monday through Thursday, to catch the latest. Correction in the Cards When bond yields are low, investors see little return on their investments in safe-haven assets (such as government bonds). They turn to riskier assets (like stocks) to spruce up their returns. But as Treasury yields push up into the 4.5%-5.0% range, that starts to change the equation. Investors can earn a decent return on government bonds. Like much in the markets, it comes back to risk versus return… Large funds and institutions begin moving capital out of risk assets into the relative safety of bonds. And when large pools of money shift between asset classes, the rotation can have a significant impact on prices. At the same time, inflation pressures are building. Oil prices remain elevated, and geopolitical risks point to more challenging times ahead. Those factors are still working their way through the economy. That increases the risk that rates will stay higher for longer, and we could even see a rate hike ahead, which the market is now factoring in. Put all this together, and you can start to see this rally is facing some major fundamental issues… The higher that bond yields go, the greater the chance that a correction comes into play. So don’t trust this rally. I recommend taking some profits, hedging your positions, and tightening up your risk management. Because when the bottom starts to fall out, it could happen quickly… Regards, Larry Benedict Editor, Trading With Larry Benedict Free Trading Resources Have you checked out Larry’s free trading resources on his website? It contains a full trading glossary to help kickstart your trading career – at zero cost to you. Just click here to check it out. The Opportunistic Trader 1125 N Charles St, Baltimore, MD 21201 www.opportunistictrader.com To ensure our emails continue reaching your inbox, please add our email address to your address book. This editorial email containing advertisements was sent to reunisoft.cryptonews@blogger.com because you subscribed to this service. To stop receiving these emails, click here. The Opportunistic Trader welcomes your feedback and questions. But please note: The law prohibits us from giving personalized advice. To contact Customer Service, call toll free Domestic/International: 1-888-208-6550, Mon–Fri, 9am–5pm ET, or email us here. © 2026 Omnia Research, LLC. All rights reserved. Any reproduction, copying, or redistribution of our content, in whole or in part, is prohibited without written permission from Omnia Research, LLC. Privacy Policy | Terms of Use

Get Ready: (NASDAQ: HYFT) is Sitting at the Top of Our Watchlist as the Bell Approaches

Any content you receive is for information purposes only. Always conduct your own research. *Sponsored MindWalk Holdings Corp. (NASDAQ: HYFT) Just Landed On the Krypton Street Watchlist This Morning —Wednesday, May 20, 2026 Don’t Miss The Next Breakout—Get Real-Time Alerts Sent Directly To Your Phone. Up To 10X Faster Than Email. Our Full Coverage On (HYFT) is Kicking Off Right Now Take A Look At (HYFT) While It’s Still Early… May 20, 2026 Get Ready | (NASDAQ: HYFT) is Sitting at the Top of Our Watchlist as the Bell Approaches Dear Reader, At Krypton Street, we spend most of our time filtering out AI stories that sound impressive on the surface but fail under closer inspection. Most platforms entering biologics discovery are still relying on sequence-based systems — teaching machines to recognize patterns across genetic text without understanding the functional biology underneath it. MindWalk Holdings Corp. (NASDAQ: HYFT) was built differently. Instead of focusing only on sequence similarity, HYFT® and LensAI™ operate at the conserved functional layer of biology — the subsequences that govern how living systems actually behave. That distinction matters. With Q3 FY 2026 revenue climbing 52% year over year, three internal pipeline assets advancing, and a GLP-1 candidate producing notable in vitro data against semaglutide, (HYFT) has quickly moved onto the Krypton Street radar heading into this morning — Wednesday, May 20, 2026. According to Barchart, (HYFT) is currently triggering multiple bullish technical signals simultaneously: the 20 Day Moving Average, the 20–50 Day MA Crossover, and the 50 Day Moving Average. (HYFT) has made an approximate 40% move since late March 2026, touching $1.40 on May 11, according to history available from Barchart. According to TipRanks: Two analysts have recently set targets on (HYFT) which suggest 300% upside potential from its current range. When the technicals, the fundamentals, and the analyst targets are all pointing in the same direction simultaneously, that's worth paying attention to. With an approx. 40% move already on the board, 52% revenue growth, and analysts projecting 300% upside potential from current levels, (HYFT) is putting together exactly that kind of setup. Here's what you need to know. About MindWalk Holdings Corp. (NASDAQ: HYFT) (HYFT) is a Bio-Native AI company focused on biologics discovery and AI-driven therapeutics development. Where conventional platforms apply machine learning to genetic sequences and hope the patterns hold, MindWalk's HYFT® biological pattern system and LensAI™ platform operate on something deeper: the invariant functional layer of biological sequence space — the conserved subsequences that are essential to biological function regardless of how much the surrounding sequence varies. This isn't a subtle technical footnote. It's the reason MindWalk can discover targets, candidates, and insights that sequence-based approaches simply cannot access. Think of it this way: two molecules can look completely different at the sequence level and still produce the same therapeutic effect, because what matters biologically is function, not letter order. MindWalk's LensAI™ platform is built to find exactly those connections — what the company calls "functional adjacency" — by linking molecular, structural, and functional data into a single traceable knowledge graph comprising more than 25B biological relationships. The company operates through three subsidiaries: MindWalk Biologics (Victoria, BC), BioStrand (Belgium), and Talem Therapeutics (North Dakota). Its biointelligence ecosystem covers antibody discovery and development, therapeutic antibodies, anti-ID/anti-dru-g antibodies, peptide therapeutics, vaccine programs, and diagnostics — all configured 1:1 to the client's specific program needs. The scientific credibility behind this platform is documented and searchable. More than 400 peer-reviewed publications and patents spanning two decades, and a discovery track record that places MindWalk at the origin of 21+ partner-owned dr-ug candidates — with 10 active clinical programs (Phase 1–3) now running at partners including Annexon Biosciences, argenx (NASDAQ: ARGX), Xencor (NASDAQ: XNCR), Cullinan Oncology, and Citryll BV. Major pharma relationships include Sanofi Pasteur and Janssen/J&J (Crucell). In March 2026, MindWalk launched B Cell Llama™, a nanobody discovery platform purpose-built for bispecific antibodies, multispecific therapeutics, and CAR-T therapies — backed by a peer-reviewed study in ACS Biomacromolecules demonstrating modular VHH potency, cross-variant therapeutic activity, and a newly described immune-priming mechanism. MindWalk holds the first right to commercialize jointly developed IP from this program. MindWalk’s Functional Biology Breakthrough Here's what most people miss about the biologics discovery problem. Sequence-based AI tools — even very sophisticated ones — are fundamentally operating on a proxy for biology, not biology itself. Two sequences that look nothing alike can perform the same function. A mutation that changes a sequence dramatically might not change what the molecule does at all. And the targets that matter most therapeutically are often the ones that are conserved across variants, strains, and even species — precisely because evolution has locked them in place. MindWalk's HYFT® system is built to work at that functional layer. It identifies conserved subsequences — the biological "constants" — and maps the relationships between them across 25B+ data points in a traceable knowledge graph. Every insight is linked back to its biological evidence, which matters enormously for explainability in dr-ug development. This is not a faster version of what competitors are doing. It's a different kind of platform operating in a part of sequence space that others cannot access. The practical consequence of this is visible in the pipeline. MindWalk's Dengue program identified a single conserved epitope — one molecular target — across all 4 serotypes of the virus. This is the kind of problem that has resisted conventional approaches for decades, because sequence-based tools see four different viruses. (HYFT) sees one conserved functional constraint. The same logic applies to the Universal Influenza program, where the platform identified a single conserved functional constraint spanning influenza A, B, avian, and swine strains — simultaneously screening more than 2,000 diverse influenza sequences to find the biological constant hidden across all of them. And then there's the GLP-1 candidate. In head-to-head in vitro testing, MindWalk's molecule activated the GLP-1 receptor more effectively than semaglutide — and is additionally linked to a non-overlapping longevity pathway. These results, disclosed in the company's Q3 FY 2026 earnings presentation, place HYFT directly in the middle of one of the most closely watched therapeutic areas in biotech. (HYFT)’s Discovery Platform in Action One of the most underappreciated facts about (HYFT) is that its discovery engine has been validated — repeatedly, at scale, by some of the most demanding clients in life sciences — for two decades. The company's Discovery-to-Clinic overview documents what that actually looks like: Annexon Biosciences' ANX005 — a Phase 3 asset targeting Guillain-Barré Syndrome with FDA Breakthrough Therapy designation — traces its discovery origin to lead antibodies identified by MindWalk. argenx's ARGX-119, a first-in-class MuSK agonist antibody with Phase 2/3 trials planned for 2026, was selected from an anti-MuSK panel discovered at MindWalk. Xencor alone accounts for four distinct clinical-stage programs — Vudalimab (Phase 2), XmAb306 (Phase 1), XmAb808 (Phase 1), and others — all fed by a single MindWalk-generated hybridoma campaign. OncoResponse's OR502, now in active Phase 1/2 trials with a 65% disease control rate in initial data, was generated using MindWalk's proprietary B Cell Select® rabbit antibody platform. In every case, MindWalk sat at the most critical decision point in dr-ug development — the moment where target engagement is first demonstrated and the molecular series is born. Partners own the downstream clinical assets. But MindWalk is why those assets exist. Client testimony reflects this. Acumen Pharmaceuticals credited MindWalk's Rapid Prime immunization method as "pivotal" to identifying sabirnetug, now in Phase 2 trials. GentiBio noted that MindWalk's "customized discovery approach stood out immediately, and results from both their laboratory and LensAI platform exceeded expectations." These are not courtesy endorsements. They are assessments from scientists whose programs depended on the output. From Services to Scalable AI Revenue According to the Q3 FY 2026 earnings release, MindWalk posted quarterly revenue of $4.2M CAD — up 52% year-over-year from $2.7M CAD in Q3 FY 2025. U.S. revenue doubled over the same period, with management attributing the growth directly to rising North American demand for AI-driven discovery. This is the third consecutive quarter of year-over-year revenue growth for (HYFT). The more structurally significant development may be the business model shift. During Q3, the company's largest in silico client signed a one-year annual enterprise LensAI™ platform contract — structured as recurring monthly revenue. Management described this as the model they are actively scaling. A fee-for-service antibody discovery lab transitioning toward a recurring-revenue SaaS platform built on a proprietary AI system represents a meaningful change in how the market should think about (HYFT)’s long-term economics. The company ended Q3 with $14.2M CAD in cash, with Netherlands divestiture proceeds being reinvested into growth and R&D. No public analyst price targets were available at time of publication. Vanguard, BlackRock, and State Street Signal Biologics AI Interest… Here's something worth paying attention to. Antibody discovery and biologics AI platforms are attracting serious institutional capital — not just from specialist biotech funds, but from the largest asset managers in the world. OmniAb, Inc. (NASDAQ: OABI) — a comparable biologics discovery platform company — counts BlackRock, Inc., Vanguard Group, and State Street Corp. among its largest institutional shareholders, with 135 institutional owners collectively holding over 53M shares in the company. That kind of institutional presence in a niche biologics discovery name isn't accidental. These firms run exhaustive due diligence before establishing meaningful positions, and their presence signals a broader conviction that AI-native biologics discovery platforms represent durable, scalable value. (HYFT) operates in the same sector, with a technology argument that is arguably more differentiated — the functional layer approach is distinct from what OmniAb or most other platforms in this space are doing. As institutional awareness of this category grows, we’ll be keeping an eye out for little-known companies with defensible technology and documented commercial traction.. 7 Reasons (HYFT) is Taking the Lead on Our Watchlist This Morning—Wednesday, May 20, 2026… 1. Recent Momentum: Since late March 2026, (HYFT) has already moved approximately 40%, touching $1.40 on May 11 per Barchart history. 2. Technical Signals: Multiple Barchart indicators are currently aligned for (HYFT), including the 20 Day Moving Average, 20–50 Day MA Crossover, and 50 Day Moving Average. 3. Analyst Targets: Two analysts have recently set targets on (HYFT) that suggest 300% upside potential from its current range. 4. Revenue Growth: Q3 FY 2026 revenue for (HYFT) rose 52% year over year, reaching $4.2M CAD versus $2.7M CAD in Q3 FY 2025. 5. Clinical Validation: MindWalk’s discovery engine behind (HYFT) is tied to 21+ partner-owned candidates and 10 active clinical programs across Phase 1–3. 6. AI Differentiation: Rather than relying only on sequence data, (HYFT) uses HYFT® and LensAI™ to map conserved functional biology across more than 25B biological relationships. 7. Institutional Sector Interest: Large asset managers including BlackRock, Vanguard, and State Street are cited as major holders in OmniAb, a comparable biologics AI platform, which gives (HYFT) a relevant sector backdrop. Take A Look At (HYFT) While It’s Still Early… With accelerating revenue growth, expanding clinical validation, recurring LensAI™ platform revenue, and multiple technical indicators aligning at once, (HYFT) is becoming increasingly difficult to ignore. The combination of AI differentiation, active Phase 1–3 programs, and rising attention across the biologics AI category has placed (HYFT) on our radar heading into this morning’s session. Put (HYFT) on your screen while it’s still early this morning—Wednesday, May 20, 2026. Also, watch for my next update, it could be hitting your inbox very soon. Sincerely, Alex Ramsay Co-Founder / Managing Editor Krypton Street Newsletter   KryptonStreet.com (“KryptonStreet” or “KS” ) is owned by Media 1717 LLC, a single member limited liability company. Data is provided from third-party sources and KS is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile KS brings to your attention. Any emojis used do not have a specific defined meaning, and may be used inconsistently. We do not provide personalized in-vest-ment advice, are not in-vest-ment advisors, and any profiles we mention are not suitable for all in-vest-ors. Pursuant to an agreement between Media 1717 LLC and TD Media LLC, Media 1717 LLC has been hired for a period beginning on 05/19/2026 and ending on 05/20/2026 to publicly disseminate information about (HYFT:US) via digital communications. Under this agreement, TD Media LLC has paid Media 1717 LLC seven thousand five hundred USD (“Funds”). These Funds were part of the seventy five thousand USD funds that TD Media LLC received from a third party named Bergskogar Limit who did receive the Funds directly or indirectly from the Issuer and does not own stock in the Issuer but the reader should assume that the clients of the third party own shares in the Issuer, which they will liquidate at or near the time you receive this communication and has the potential to hurt share prices. Neither Media 1717 LLC, TD Media LLC and their member own shares of (HYFT:US). Please see important disclosure information here: https://kryptonstreet.com/disclosure/hyft-j8cgl/#details

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Most People Missed: (NASDAQ: HYFT) Last Night—The Bell Rings Soon, Here's the Story

Any content you receive is for information purposes only. Always conduct your own research. *Sponsored See Why Paul Prescott Has His Eyes On (NASDAQ: HYFT) Heading into This Morning—Wednesday, May 20, 2026 Don’t Miss The Next Breakout—Get Real-Time Alerts Sent Directly To Your Phone. Up To 10X Faster Than Email. My Full Coverage On (HYFT) is Starting Now Get (HYFT) On Your Radar While It’s Still Early… May 20, 2026 Most People Missed: (NASDAQ: HYFT) Last Night—The Bell Rings Soon, Here's the Story Dear Reader, Street Ideas covers a lot of AI names. Most don't make the cut. The biologics discovery space in particular has become a magnet for platforms that look exciting from the outside — until you realize they're all working from the same flawed foundation: sequence-based systems that pattern-match across genetic text without ever understanding the functional biology beneath it. MindWalk Holdings Corp. (NASDAQ: HYFT) is not that story. HYFT® and LensAI™ operate at the conserved functional layer of biology — the layer where the subsequences that actually govern biological behavior live. While other platforms are reading biology, (HYFT) is working at the level where biology actually happens. The numbers are backing it up. Q3 FY 2026 revenue climbed 52% year-over-year. Three internal pipeline assets are advancing. A GLP-1 candidate just outperformed semaglutide in head-to-head in vitro testing. And as of right now, (HYFT) is sitting at the top of the Street Ideas watchlist heading into this morning’s session — Wednesday, May 20, 2026. According to Barchart, (HYFT) is currently triggering multiple bullish technical signals simultaneously: the 20 Day Moving Average, the 20–50 Day MA Crossover, and the 50 Day Moving Average. (HYFT) has made an approximate 40% move since late March 2026, touching $1.40 on May 11, according to history available from Barchart. According to TipRanks: Two analysts have recently set targets on (HYFT) which suggest 300% upside potential from its current range. When the technicals, the fundamentals, and the analyst targets are all pointing in the same direction simultaneously, that's worth paying attention to. With an approx. 40% move already on the board, 52% revenue growth, and analysts projecting 300% upside potential from current levels, (HYFT) is putting together exactly that kind of setup. Here's What Most People Don't Understand About Biologics AI — And Why (HYFT) Is Different (HYFT) is a Bio-Native AI company focused on biologics discovery and AI-driven therapeutics development. Where conventional platforms apply machine learning to genetic sequences and hope the patterns hold, MindWalk's HYFT® biological pattern system and LensAI™ platform operate on something deeper: the invariant functional layer of biological sequence space — the conserved subsequences that are essential to biological function regardless of how much the surrounding sequence varies. This isn't a subtle technical footnote. It's the reason MindWalk can discover targets, candidates, and insights that sequence-based approaches simply cannot access. Think of it this way: two molecules can look completely different at the sequence level and still produce the same therapeutic effect, because what matters biologically is function, not letter order. MindWalk's LensAI™ platform is built to find exactly those connections — what the company calls "functional adjacency" — by linking molecular, structural, and functional data into a single traceable knowledge graph comprising more than 25B biological relationships. The company operates through three subsidiaries: MindWalk Biologics (Victoria, BC), BioStrand (Belgium), and Talem Therapeutics (North Dakota). Its biointelligence ecosystem covers antibody discovery and development, therapeutic antibodies, anti-ID/anti-dru-g antibodies, peptide therapeutics, vaccine programs, and diagnostics — all configured 1:1 to the client's specific program needs. The scientific credibility behind this platform is documented and searchable. More than 400 peer-reviewed publications and patents spanning two decades, and a discovery track record that places MindWalk at the origin of 21+ partner-owned dr-ug candidates — with 10 active clinical programs (Phase 1–3) now running at partners including Annexon Biosciences, argenx (NASDAQ: ARGX), Xencor (NASDAQ: XNCR), Cullinan Oncology, and Citryll BV. Major pharma relationships include Sanofi Pasteur and Janssen/J&J (Crucell). In March 2026, MindWalk launched B Cell Llama™, a nanobody discovery platform purpose-built for bispecific antibodies, multispecific therapeutics, and CAR-T therapies — backed by a peer-reviewed study in ACS Biomacromolecules demonstrating modular VHH potency, cross-variant therapeutic activity, and a newly described immune-priming mechanism. MindWalk holds the first right to commercialize jointly developed IP from this program. MindWalk’s Functional Biology Breakthrough Here's what most people miss about the biologics discovery problem. Sequence-based AI tools — even very sophisticated ones — are fundamentally operating on a proxy for biology, not biology itself. Two sequences that look nothing alike can perform the same function. A mutation that changes a sequence dramatically might not change what the molecule does at all. And the targets that matter most therapeutically are often the ones that are conserved across variants, strains, and even species — precisely because evolution has locked them in place. MindWalk's HYFT® system is built to work at that functional layer. It identifies conserved subsequences — the biological "constants" — and maps the relationships between them across 25B+ data points in a traceable knowledge graph. Every insight is linked back to its biological evidence, which matters enormously for explainability in dr-ug development. This is not a faster version of what competitors are doing. It's a different kind of platform operating in a part of sequence space that others cannot access. The practical consequence of this is visible in the pipeline. MindWalk's Dengue program identified a single conserved epitope — one molecular target — across all 4 serotypes of the virus. This is the kind of problem that has resisted conventional approaches for decades, because sequence-based tools see four different viruses. (HYFT) sees one conserved functional constraint. The same logic applies to the Universal Influenza program, where the platform identified a single conserved functional constraint spanning influenza A, B, avian, and swine strains — simultaneously screening more than 2,000 diverse influenza sequences to find the biological constant hidden across all of them. And then there's the GLP-1 candidate. In head-to-head in vitro testing, MindWalk's molecule activated the GLP-1 receptor more effectively than semaglutide — and is additionally linked to a non-overlapping longevity pathway. These results, disclosed in the company's Q3 FY 2026 earnings presentation, place HYFT directly in the middle of one of the most closely watched therapeutic areas in biotech. MindWalk’s Discovery Engine at Work One of the most underappreciated facts about (HYFT) is that its discovery engine has been validated — repeatedly, at scale, by some of the most demanding clients in life sciences — for two decades. The company's Discovery-to-Clinic overview documents what that actually looks like: Annexon Biosciences' ANX005 — a Phase 3 asset targeting Guillain-Barré Syndrome with FDA Breakthrough Therapy designation — traces its discovery origin to lead antibodies identified by MindWalk. argenx's ARGX-119, a first-in-class MuSK agonist antibody with Phase 2/3 trials planned for 2026, was selected from an anti-MuSK panel discovered at MindWalk. Xencor alone accounts for four distinct clinical-stage programs — Vudalimab (Phase 2), XmAb306 (Phase 1), XmAb808 (Phase 1), and others — all fed by a single MindWalk-generated hybridoma campaign. OncoResponse's OR502, now in active Phase 1/2 trials with a 65% disease control rate in initial data, was generated using MindWalk's proprietary B Cell Select® rabbit antibody platform. In every case, MindWalk sat at the most critical decision point in dr-ug development — the moment where target engagement is first demonstrated and the molecular series is born. Partners own the downstream clinical assets. But MindWalk is why those assets exist. Client testimony reflects this. Acumen Pharmaceuticals credited MindWalk's Rapid Prime immunization method as "pivotal" to identifying sabirnetug, now in Phase 2 trials. GentiBio noted that MindWalk's "customized discovery approach stood out immediately, and results from both their laboratory and LensAI platform exceeded expectations." These are not courtesy endorsements. They are assessments from scientists whose programs depended on the output. (HYFT)’s SaaS Story Takes Shape According to the Q3 FY 2026 earnings release, MindWalk posted quarterly revenue of $4.2M CAD — up 52% year-over-year from $2.7M CAD in Q3 FY 2025. U.S. revenue doubled over the same period, with management attributing the growth directly to rising North American demand for AI-driven discovery. This is the third consecutive quarter of year-over-year revenue growth for (HYFT). The more structurally significant development may be the business model shift. During Q3, the company's largest in silico client signed a one-year annual enterprise LensAI™ platform contract — structured as recurring monthly revenue. Management described this as the model they are actively scaling. A fee-for-service antibody discovery lab transitioning toward a recurring-revenue SaaS platform built on a proprietary AI system represents a meaningful change in how the market should think about (HYFT)’s long-term economics. The company ended Q3 with $14.2M CAD in cash, with Netherlands divestiture proceeds being reinvested into growth and R&D. No public analyst price targets were available at time of publication. BlackRock, Vanguard, and State Street Put Biologics AI in Focus Here's something worth paying attention to. Antibody discovery and biologics AI platforms are attracting serious institutional capital — not just from specialist biotech funds, but from the largest asset managers in the world. OmniAb, Inc. (NASDAQ: OABI) — a comparable biologics discovery platform company — counts BlackRock, Inc., Vanguard Group, and State Street Corp. among its largest institutional shareholders, with 135 institutional owners collectively holding over 53M shares in the company. That kind of institutional presence in a niche biologics discovery name isn't accidental. These firms run exhaustive due diligence before establishing meaningful positions, and their presence signals a broader conviction that AI-native biologics discovery platforms represent durable, scalable value. (HYFT) operates in the same sector, with a technology argument that is arguably more differentiated — the functional layer approach is distinct from what OmniAb or most other platforms in this space are doing. As institutional awareness of this category grows, we’ll be keeping an eye out for little-known companies with defensible technology and documented commercial traction.. 7 Reasons (HYFT) is Our Top Watchlist Idea Heading Into Wednesday—May 20, 2026… 1. Analyst Targets: Two analysts have recently set targets on (HYFT) that suggest 300% upside potential from its current range. 2. Revenue Growth: Q3 FY 2026 revenue for (HYFT) rose 52% year over year, reaching $4.2M CAD versus $2.7M CAD in Q3 FY 2025. 3. Recent Momentum: Since late March 2026, (HYFT) has already moved approximately 40%, touching $1.40 on May 11 per Barchart history. 4. Technical Signals: Multiple Barchart indicators are currently aligned for (HYFT), including the 20 Day Moving Average, 20–50 Day MA Crossover, and 50 Day Moving Average. 5. Clinical Validation: MindWalk’s discovery engine behind (HYFT) is tied to 21+ partner-owned candidates and 10 active clinical programs across Phase 1–3. 6. AI Differentiation: Rather than relying only on sequence data, (HYFT) uses HYFT® and LensAI™ to map conserved functional biology across more than 25B biological relationships. 7. Big Institutions Watching the Sector: Large asset managers including BlackRock, Vanguard, and State Street are cited as major holders in OmniAb, a comparable biologics AI platform, which gives (HYFT) a relevant sector backdrop. Get (HYFT) On Your Radar While It’s Still Early… With accelerating revenue growth, expanding clinical validation, recurring LensAI™ platform revenue, and multiple technical indicators aligning at once, (HYFT) is becoming increasingly difficult to ignore. The combination of AI differentiation, active Phase 1–3 programs, and rising attention across the biologics AI category has placed (HYFT) firmly on our radar heading into this morning’s session. Get (HYFT) on your radar this morning—Wednesday, May 20, 2026. Don't head into today’s session without taking a look at (HYFT) first. Sincerely, Paul Prescott Co-Founder & Managing Editor Street Ideas Newsletter   Street-Ideas.com (“Street-Ideas” or “SI” ) is owned by 147 Media LLC, a single member limited liability company. Data is provided from third-party sources and SI is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile SI brings to your attention. 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