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KXCO's FDA Ontology Ranks Lorundrostat First After Its 10 November Update
A full update of KXCO's FDA ontology read new share prices, six quarterly reports and the filing dates behind the page. Mineralys's lorundrostat now leads the FDA decisions due in the next 90 days, at a potential return of +86%, per kxco.ai/fda.
KXCO's FDA ontology at kxco.ai/fda was updated in full on 10 November 2026. Its first screen now ranks Mineralys's lorundrostat (MLYS) first of the FDA decisions due within 90 days: decision 22 December, potential return +86%, per the page. Mineralys's shares fell 24.5% between reads on 20 October and 10 November. The update read six quarterly reports to 30 September by hand, and on KXCO's calculation Mineralys is funded to 12 October 2029, even if it repays its $100.0m loan by 30 June 2028.
The world's data centres used about 485 terawatt-hours of electricity in 2025; the brain runs on about 20 watts. The adult male brain holds about 86 billion neurons on average, and its synapse weights at 32-bit precision take at least 400 terabytes. Against the eye's estimated output, GPU memory wins on raw throughput by millions to one, but meaning needs selection, context and consequence. At KXCO the person sits at both ends of the data, and a named person decides.
- Thoughts on Thinking: You Are the Data Centre
- The Week Ahead on Wall Street, 9 November 2026: AI Is Still a Buy
- Thoughts on Thinking: Brain Chemistry
- San Luigi dei Francesi: Artworks and History
- Crony Capitalism: The Force Destroying Western Civilisation
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Shayne Heffernan
Thoughts on Thinking: You Are the Data Centre
The world's data centres used about 485 terawatt-hours of electricity in 2025; the brain runs on about 20 watts. The adult male brain holds about 86 billion neurons on average, and its synapse weights at 32-bit precision take at least 400 terabytes. Against the eye's estimated output, GPU memory wins on raw throughput by millions to one, but meaning needs selection, context and consequence. At KXCO the person sits at both ends of the data, and a named person decides.
Stocks
The Week Ahead on Wall Street, 9 November 2026: AI Is Still a Buy
We still think AI is a buy. After the midterms the semiconductor index fell 11.4% while the S&P 500 lost 2.5%, in our view an overreaction that fell on the chip names. October payrolls rose 165,000, oil stays high with the Iran war unresolved, Alibaba and Tencent gained, NVIDIA trades at 15.4 times forward earnings, and both SpaceX and Tesla have special committees studying a combination. KXCO's AI ontology shows the relationships behind the NVIDIA, China and SpaceX calls.
FX
Will Trump Bomb Iran After Market Close?
Shayne Heffernan assigns a 70% probability to the authorisation of a significant US strike package against Iran within weeks. Two carriers and an amphibious group are in the Arabian Sea with more reported due by the end of November, Axios reported that US Central Command (CENTCOM) was told to prepare for a possible resumption of major combat, and officials told CNN forces are prepared to act within 96 hours of an order. Here is what a strike means for oil and defence stocks.
Biotech
Thoughts on Thinking: You Are the Data Centre
The world's data centres used about 485 terawatt-hours of electricity in 2025; the brain runs on about 20 watts. The adult male brain holds about 86 billion neurons on average, and its synapse weights at 32-bit precision take at least 400 terabytes. Against the eye's estimated output, GPU memory wins on raw throughput by millions to one, but meaning needs selection, context and consequence. At KXCO the person sits at both ends of the data, and a named person decides.
Quantum
Thoughts on Thinking: You Are the Data Centre
The world's data centres used about 485 terawatt-hours of electricity in 2025; the brain runs on about 20 watts. The adult male brain holds about 86 billion neurons on average, and its synapse weights at 32-bit precision take at least 400 terabytes. Against the eye's estimated output, GPU memory wins on raw throughput by millions to one, but meaning needs selection, context and consequence. At KXCO the person sits at both ends of the data, and a named person decides.
AI
Thoughts on Thinking: You Are the Data Centre
The world's data centres used about 485 terawatt-hours of electricity in 2025; the brain runs on about 20 watts. The adult male brain holds about 86 billion neurons on average, and its synapse weights at 32-bit precision take at least 400 terabytes. Against the eye's estimated output, GPU memory wins on raw throughput by millions to one, but meaning needs selection, context and consequence. At KXCO the person sits at both ends of the data, and a named person decides.
Blockchain
AI Stocks, Week of 1 November 2026: Seven Buys and the Ontology Behind Them
Shayne Heffernan rates seven AI stocks buys for the week of 1 November 2026: Nvidia, Broadcom, TSMC, Microsoft, Oracle, Palantir and ASML. The latest results put the contracted backlog of the four largest cloud sellers at about $2.48 trillion, and Amazon, Alphabet, Microsoft and Meta plan about $720 billion to $740 billion of capital spending in 2026. Every call links to KXCO's AI ontology, updated on 1 November with the quarter's results, power and grid data and new defence contracts.
KXCO
Thoughts on Thinking: You Are the Data Centre
The world's data centres used about 485 terawatt-hours of electricity in 2025; the brain runs on about 20 watts. The adult male brain holds about 86 billion neurons on average, and its synapse weights at 32-bit precision take at least 400 terabytes. Against the eye's estimated output, GPU memory wins on raw throughput by millions to one, but meaning needs selection, context and consequence. At KXCO the person sits at both ends of the data, and a named person decides.
Longevity
Thoughts on Thinking: Brain Chemistry
Brain chemistry sets the level of thinking and of performance in everything else, and it bears on longevity: 14 risk factors that can be changed account for nearly half of dementia cases. The dangers come from outside, through plastic, PFAS, pesticides and metals, and from inside, through chronic stress and overwork. An organic diet cut a chlorpyrifos marker in urine by 60.7 per cent, and reciting the rosary slowed breathing to under six breaths a minute. The chemistry is a managed input.
Travel
How to Retire and Grow Your Own Food
A full guide to retiring onto land that feeds you. USDA puts Ozark pasture at $3,500 an acre. Eurostat puts Latvian arable at 4,825 euro a hectare, though Bulgaria and Romania bar non-EU buyers outright. Thailand will not sell a foreigner an acre at any price. Inside: what the build really costs, which crops pay the bills, how many eggs a hen gives, how to can without killing anyone, a 36 month startup sequence, and how to check every number here.
