Elliot Turner

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Elliot Turner

Elliot Turner

@ElliotTurn

Dad. RGA Investment Advisors. Soundview Equity Partners. GARP investor. Mets, Jets, Isles fan. Compulsive reader. In awe of nature. Co-host @twiii_podcast.

Stamford, CT Katılım Aralık 2008
2.2K Takip Edilen16.3K Takipçiler
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Elliot Turner
Elliot Turner@ElliotTurn·
Incredible new episode with Doug O'Laughlin of @fabknowledge and @SemiAnalysis_!! On how the semi industry is leading AI forward, the winners of the AI race, an intriguing investment opp in the newest bottleneck for the industry & the deep recession in the non-AI semi world.
This Week in Intelligent Investing@twiii_podcast

.@ElliotTurn and @mihaljevic welcome Doug O'Laughlin of SemiAnalysis and Fabricated Knowledge. Doug shares insights into semiconductors, how the industry leads AI forward, AI winners, opportunity in an industry bottleneck, and the non-AI semi recession. podbean.com/eas/pb-m8t6a-1…

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Elliot Turner
Elliot Turner@ElliotTurn·
@JustinRTipton @systvest Your premise is false. With how you phrase it, no stock would ever move when shares change hands. The enthusiasm & urgency of the buyers and sellers on both sides could not be more different.
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Justin Tipton
Justin Tipton@JustinRTipton·
@ElliotTurn @systvest Impossible. The "not AI" is being bought by someone and the "AI" is being sold by someone. Your logic is severely flawed here. The prices are changed, that's all.
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Jason Goepfert
Jason Goepfert@jasongoepfert·
So, again, this is just shouting into a void. But this is the most new lows within the S&P 500 $SPY on a day the index poked above a prior all-time closing high. Ever. Like EVER, ever.
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Elliot Turner
Elliot Turner@ElliotTurn·
Great episode with @peter_mantas covering turmoil at the FDA & it's impact on biotech & life science! It's not every day that you schedule a guest in advance and end up with an incredibly timely headline right before recording. Learn how Makary's firing impacts investments:
This Week in Intelligent Investing@twiii_podcast

New episode: @ElliotTurn and @mihaljevic chat with @Peter_Mantas about the FDA shakeup and what it means for gene therapy approvals, the $QURE saga, AI and drug discovery, and valuing biotech "picks and shovels" companies like $CLPT and $RGEN. Don't miss this biotech masterclass.

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This Week in Intelligent Investing
This Week in Intelligent Investing@twiii_podcast·
New episode: @ElliotTurn and @mihaljevic chat with @Peter_Mantas about the FDA shakeup and what it means for gene therapy approvals, the $QURE saga, AI and drug discovery, and valuing biotech "picks and shovels" companies like $CLPT and $RGEN. Don't miss this biotech masterclass.
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Bucket Shop Capital
Bucket Shop Capital@bucketshopcap·
MU will peak at $1.5T market cap, where it will briefly overtake META & TSLA, before proceeding to implode by 70%.
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Elliot Turner
Elliot Turner@ElliotTurn·
@mihaljevic I think that has to be parsed with nuance. The hyperscalers are investing ahead of revenue, growing at unprecedented rates for the scale, with great incremental margins. The suppliers who are benefiting from these bottlenecks in the build out are overearning.
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John Mihaljevic
John Mihaljevic@mihaljevic·
Very insightful by Jim Chanos. I am bullish on AI spending because I see the value in my work every day, but the accounting mismatch is undeniable, particularly when looking at metrics like EBITDA or “adjusted fill-in-the-blank.”
James Chanos@RealJimChanos

These massive increases in AI-related capex estimates will also pull up S&P 500 EPS estimates for 2026-27, given the accounting mismatch for revenues/profits(immediate recognition) and costs (mostly capitalized). The profits “magic” of capital spending booms.

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John_Hempton
John_Hempton@John_Hempton·
@adamfeuerstein @DmitryKovalchuk puzzle to me. What did they pay good money for Decibel for? (I was long Decibel for the takeout at a profit...) They even paid out the CVR. Was it just an acquihire?
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Adam Feuerstein ✡️
Adam Feuerstein ✡️@adamfeuerstein·
$REGN wins FDA approval for its gene therapy to treat a very rare genetic form of hearing loss. The company is giving away the therapy for free. OTOF-related hearing loss affects approx. 50 newborns per year, so really rare, but... are there any concerns from other gene therapy makers about a precedent being set whereby an otherwise expensive treatment is given away for free?
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TheLAPurchaser
TheLAPurchaser@TheLAPurchaser·
The funny thing about $DHR / Diagnostics ... They beat on respiratory for 3 straight years. That's why nobody gave them grief for Dx. But that party's over. And sobriety (i.e. the Dx end market) is a cruel mistress. One investors do not like very much... Casper should be a better indicator of LS end mkts $TMO (pun intended)
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Elliot Turner
Elliot Turner@ElliotTurn·
Someone should ask @DrMakaryFDA and @NIHDirector_Jay about this directly. They want you to believe there wasn't malicious intent behind de-funding what could be a profound breakthrough in cancer to settle political scores.
Elliot Turner@ElliotTurn

That is literally a lie, as Bhattacharya wrote an op-ed trying to explain their move. He essentially was arguing that the "brand" of mRNA is tainted by public backlash to the COVID vaccine. washingtonpost.com/opinions/2025/…

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Elliot Turner
Elliot Turner@ElliotTurn·
That is literally a lie, as Bhattacharya wrote an op-ed trying to explain their move. He essentially was arguing that the "brand" of mRNA is tainted by public backlash to the COVID vaccine. washingtonpost.com/opinions/2025/…
Elliot Turner tweet media
Kaitlan Collins@kaitlancollins

I asked FDA Commissioner Marty Makary if the promising new signs about the mRNA-based vaccine for pancreatic cancer made HHS reconsider its decision to cancel half a billion dollars' worth of federal funding for mRNA vaccine projects.

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Kaitlan Collins
Kaitlan Collins@kaitlancollins·
I asked FDA Commissioner Marty Makary if the promising new signs about the mRNA-based vaccine for pancreatic cancer made HHS reconsider its decision to cancel half a billion dollars' worth of federal funding for mRNA vaccine projects.
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KS
KS@Calvsams·
@twiii_podcast @ElliotTurn @mihaljevic Enjoyed this! Shaun references their letters several times. I went to MAAT's website but none are available. Has he shared any publicly?
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Keşfet

@JustinRTipton @systvest @peter_mantas @mihaljevic @bucketshopcap @John_Hempton @adamfeuerstein @DmitryKovalchuk