The Contrarian

Spring showers bring summer flowers $XBI $BBC

: lets do by the numbers msft supposed to make 4.18 if make 450 x 4 is 18 x 30 pe is 540 googl supposed to make 2.8 would need to make 3.5 x 4 is 14 x 30 pe is 420 if make 3 x 4 is 12 x30 is 360 qcom supposed to make 2.65 if make 3 x 4 is 12 c 30 pe is 360... meta supposed to make 717 say they make 7.5 x 4 is 30 x 30 pe is 900

Again and again - $NVO will be dominant over $LLY in the obesity pill market. Buy buy buy.

$LLY will start buying someone or throwing a cool billion+ around every week…

what most people fail to realise is that generic semaglutide is going to make a massive dent on branded mounjaro sales in india. if it’s the choice between $140 or $40 (hell even $14) the cheaper drug wins everytime - especially when they have similar weight loss efficacy. zooming out, india is a template for what’s about to happen in every western market once sema goes off patent in 2032. that is, branded GLP-1s are going to be decimated

I didn’t get into science to follow consensus. I got into it to question it and to leave things better than they were.

I guess people living and dying with Huntington’s disease need an influencer/podcaster to text Trump. That’s how the FDA works these days.

$AMZN pulls in $1M every 43 seconds 🤯

looks like 11 straight up days for some stocks may be too much

$NFLX is launching a TikTok-style vertical video discovery feed at the end of April. The line between entertainment and pure addiction keeps getting thinner.

ANTHROPIC PLANS TO GIVE UK 🇬🇧 BANKS MYTHOS ACCESS WITHIN THE NEXT WEEK