
0xtomeron
383 posts








$AMD CEO LISA SU SEES COMPUTE DEMAND GROWING BY 100X OVER THE NEXT COUPLE YEARS AMD has long been positioning itself as the leader in AI Compute. The demand is finally here.

Venezuela has signed oil and gas deals with U.S. companies.






Bought 1,000 shares of $NVO at $41 + 20 Jan 2027 LEAPS at the $40/$50 strikes. Thesis is simple. $LLY owns the "best drug" narrative. $NVO might own the "drug people can actually afford" narrative. The obesity market is MASSIVE. With 60% of people having to pay out of pocket. Novo's cash-pay Wegovy pen runs $199 intro, then $349/mo. Oral Wegovy starts at $149/mo on lower doses. Lilly's Zepbound is $299/mo at 2.5mg, $399 at 5mg, and $449 at the higher doses. So yes, $LLY has the stronger efficacy story with tirzepatide and retatrutide. But $NVO has: Ozempic brand recognition Wegovy brand recognition oral semaglutide a cheaper entry point a beaten down valuation


















