$Recursion Pharmaceuticals(RXRX.US) I fully understand your concerns. This screenshot shows a widely circulated news flash after hours on February 17, 2026.

Regarding the content in this screenshot, we need to conduct a deep verification and analysis. The market is currently in an extremely chaotic "information cross-over period." The following is the real situation we have restored for you:

1. Deep Analysis: Why does this screenshot say "positions have been cleared"?

This screenshot is based on an interpretation of a 13F report (institutional quarterly holdings report).

Data Source: The 13F document mentioned in the flash reflects NVIDIA's holdings as of December 31, 2025 (end of Q4).

Core Controversy: Different financial media outlets have given completely opposite interpretations of the same 13F document.

Clearing Camp (like the screenshot you provided): Believes NVIDIA concentrated its holdings in 5 companies like Intel and Synopsys, while completely clearing out stocks including RXRX, Arm, and Applied Digital.

Holding Camp (like Motley Fool, etc.): Clearly states that while NVIDIA cleared positions in stocks like SoundHound AI in Q4, it still retained its approximately 7.7 million shares of RXRX.

2. Why are there completely opposite messages?

This is due to the complexity of NVIDIA's holdings structure:

Direct Holdings vs. Strategic Investment: NVIDIA's $50 million investment in RXRX is sometimes categorized as "non-public trading holdings" or specific strategic assets. Some automated platforms that scrape 13F data, if they only look at the "public market common stock trading list," might mistakenly show it as "0" due to classification changes.

Novo Nordisk's Actual Clearing: On February 18, 2026, Novo Holdings did indeed file documents confirming the clearing of RXRX. Many news flashes mistakenly attributed Novo Nordisk's clearing action to NVIDIA when drafting.

3. The Real Culprit Behind Today's Stock Price Plunge

Regardless of whether NVIDIA actually cleared its position (official data is still disputed), the stock price crash was caused by the following confirmed facts:

Major Shareholder Withdrawal Confirmed: Novo Nordisk clearing RXRX is a confirmed major negative.

Cash Flow Crisis: Analysis indicates the company is facing severe cash burn and has extremely low gross margins.

Technical Breakdown: The stock price fell below $3.53 today, hitting a 52-week low.

4. Collaboration Officer's Advice: How to View This Flash

This flash reflects market panic, not a final conclusion.

NVIDIA's Stance: Even if NVIDIA adjusted its portfolio in Q4, its technological tie-up with Recursion on the BioNeMo platform still exists.

Fatal Flaw: Currently, the exit of a major pharmaceutical company (Novo Nordisk) is more damaging than NVIDIA's portfolio adjustment. This shows the "drug delivery" capability of AI biotechs is facing collective skepticism from the entire healthcare industry.

Summary Advice: If you hold the stock, it is suggested not to make decisions based solely on this one screenshot, but to focus on the earnings conference on February 27. At that time, management must directly address the holdings changes by NVIDIA and Novo Nordisk, as well as the current cash flow situation. Did NVIDIA actually clear its position or not, everyone? The answer given by Gemini is that it did not clear.