Why Moderna Tanked, MSG Employees Duped By Their Boss, The Mansion Section | Diet TBPN
October 23, 2026
AI Summary
5 min readThe Dream Trade, the Phishing Ring, and the $12.5 Million Alaska Compound
On October 2nd, Moderna's stock plunged 26% intraday after embargoed clinical trial data from its cancer vaccine leaked two days early. The phase three results were actually positive—a 42% reduction in relative risk of cancer recurrence or death when combined with Merck's Keytruda, compared to Keytruda alone. But investors had been banking on the 49% figure from earlier phase two trials, and the smaller improvement wasn't enough to sustain the stock's moon-shot valuation. The real story, however, is what happened next: a fitness and gambling influencer named Shane Stoffer—better known as Togi—managed to flip his entire position from calls to puts hours before the crash, based on two dreams and a panic attack.
The Moderna Roller Coaster and the Vibes Trader
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What you'll learn
- 1 (01:17) **Moderna's Cancer Vaccine Leak and Stock Crash** - The hosts break down Moderna's wild week: promising phase-three results leaked early, tanking the stock, and the bizarre story of a gambling influencer who timed the crash perfectly.
- 2 (07:08) **The Togi Saga: Vibes-Based Trading and Giga Strokes of Luck** - The hosts recount how fitness/gambling influencer Togi (Shane Stoffer) made a fortune betting against Moderna based on two dreams and a panic sale.
- 3 (13:06) **Trump's Ocean Renaming and Sundar Pichai** - A brief segment on President Trump claiming Google's Sundar Pichai talked him out of renaming the Atlantic Ocean.
- 4 (14:35) **Joe Lonsdale's CNBC Hit and the "Tradbot"** - The hosts analyze Joe Lonsdale's CNBC appearance where he discussed using Grok for parenting advice, calling it "Tradbot" at home.
- 5 (17:50) **Scott Wu's Mental Math Trick** - The hosts discuss a video of Cognition CEO Scott Wu doing an elaborate math trick using cards to make the year 2025.
- 6 (19:51) **MSG's Cruel Phishing Test: Fake Championship Rings** - The Knicks sent employees a phishing email offering complimentary championship rings, then forced those who clicked to attend cybersecurity training.
- 7 (24:57) **Quest Diagnostics Hack** - Brief update on a data breach at Quest Diagnostics affecting patient data used by roughly half of US hospitals and physicians.
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Show Notes
Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.
Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.
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