Ferrari Georgeson 2nd

536 posts

Ferrari Georgeson 2nd

Ferrari Georgeson 2nd

@FepsteinBig

I like cash

Katılım Temmuz 2026
90 Takip Edilen37 Takipçiler
Investseekers
Investseekers@investseekers·
Most of you follow me for $NVO , and that will remain my primary focus. I'm considering gradually adding coverage of more Scandinavian companies that receive little attention in English. Which Danish company would you most like me to cover?
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Bobby Plewniak
Bobby Plewniak@BoBbyPleWniaK·
I'm raising my hand as a failed individual stock investor. I will have to see how the reports are this weekend when I do my monthly review, but I'm likely at best inline with sp500 returns since I retired Dec 2021. $TSLA $SPCX
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The Long Investor (PRIVATE)
The Long Investor (PRIVATE)@TheLongsInvest2·
Putting it on record that we added $ASTS aggressively in the mid $50’s
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squawksquare
squawksquare@squawksquare·
$TSLA got $1 back today. Massive run it had. Enjoy the weekend!
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Equity Research Analyst
Equity Research Analyst@CarlosMendez_XZ·
If you hold the following stocks, be sure to follow him: $NVO $WULF $AMZE He turned $2,000 into $500,000 in six months. He says making money is as easy as breathing. Learn more @starbizzyent
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Rep. Andy Harris, MD
Rep. Andy Harris, MD@RepAndyHarrisMD·
Intoxicating THC gummies are poisoning and killing our children. Congress should, and must, close the hemp loophole — not fight to keep these poisons on store shelves. This is a matter of public health and safety. washingtonexaminer.com/op-eds/4670001…
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The Analyst
The Analyst@MMatters22596·
$NVO Following the failed trial of the drug ziltivekimab, $NVO fell by more than 8% today. I believe that we will see further downside, likely targeting the 0.786 retracement at $31.69. A break above the green line at $64.16 would invalidate my current count and could lead to an immediate bullish breakout. However, I currently assign this scenario a probability of only 20%. At actual levels this is not a buy for me. Even though I'm long term bullish on $NVO.
The Analyst tweet media
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Ferrari Georgeson 2nd retweetledi
Antonio Martin
Antonio Martin@amartin_1987·
Alibaba $BABA comienza a ver la luz tras los mínimos anuales en $91.99. Es el líder indiscutible de la IA en China, con una cuenta de mercado superior a la de sus tres competidores siguientes juntos. Además, su alianza con Apple $APPL para utilizar sus modelos de IA QWen en Apple Intelligence y Siri en China, han acabado de devolver la confianza a sus inversores y podríamos verla pronto cerca de los $130 #bolsa #economia
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Adam May
Adam May@A_May_MD·
ZEUS musings: 1) $NVO will be fine. Novo investors are insanely hyper focused on the obesity franchise, which has actually been beating all expectations coming into this year. The gap by which Oral Wegovy has been outselling $LLY’s Foundayo is breathtakingly wide. Novo, at present, almost completely owns the oral obesity space with no signs of slowing down. That is the exact inverse of what analysts projected, having consensus Foundayo peak sales estimates 3-5x higher than oral Wegovy’s. The exact opposite seems to be the reality, and the market/sellsiders have yet to accept this and put it into their models. What’s more, wegovy high dose has ALSO beaten meager expectations and looks like a real (unexpected) line of defense for $NVO losing injectable sales to tirzepatide. ZEUS was scientifically a fascinating trial, but the market cares about obesity, and that’s firing on all cylinders for novo. Beat and raise on earnings next week and the market could easily have this back into the $50s. Much higher by year end if these surprisingly strong OW and WHD trends continue. 2). For me, the inflammation in CVD thesis dies here. I get the argument that going further upstream could work, but as we saw with CANTOS, what cardiovascular benefit there is in going upstream is cancelled out by infection risk. Maybe there’s a way to thread the needle upstream, but I’m very doubtful that’s the case. Certainly not a positive r/r to pay for and hold through massive CVOT studies IMO. I PERSONALLY think the theme is dead. 3). $NVO needs to buy something! They really are printing a lot of cash, and though in the present the market clearly only seems to care about obesity, that likely won’t be the case 5 years from now. I think the market would reward $NVO for being a bit bolder in M&A, even buying something to expand into areas they haven’t classically dealt in. We have consistently seen big pharma M&A activity being REWARDED in the market recently, which is pretty atypical in the grand scheme. Time for $NVO to strike somewhere and stop being the obesity/diabetes one-trick pony (as well as that pony has been performing in 2026). Spend some money $NVO!!!
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The Long Investor (PRIVATE)
The Long Investor (PRIVATE)@TheLongsInvest2·
I want to be clear here If you can not hold a position through pain for 2-3 weeks, you will fail You will lose a lot of money and investing is not for you. This is not a game for everyone
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Gordon Chan
Gordon Chan@GordonChan4008·
@investseekers BAD NEWS again.....For the coming earning report, we may facing the other bad news.....
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Investseekers
Investseekers@investseekers·
$NVO reported that its Phase 3 ZEUS study of ziltivekimab failed to reduce the risk of heart attacks, strokes, or cardiovascular death. Although the drug successfully lowered inflammation, it did not improve cardiovascular outcomes compared with placebo in patients with cardiovascular disease and chronic kidney disease. Novo Nordisk said the result will not change its 2026 operating profit outlook but will result in a non cash impairment charge in Q3. The company also confirmed that two other late stage studies of ziltivekimab in heart failure and heart attack patients will continue, with results expected in the first half of 2027. Link: novonordisk.com/content/nncorp… #stocks #Investing
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Investseekers
Investseekers@investseekers·
Ahead of $NVO 's Q2 earnings next Wednesday, a growing number of analysts expect Novo Nordisk to raise or narrow its 2026 guidance. The optimism is being driven by continued strong Oral Wegovy prescription trends in the U.S. Several analysts also believe the new Medicare GLP 1 BRIDGE program could provide additional upside, with Danske Bank arguing that any meaningful contribution from BRIDGE is likely not yet be reflected in Novo's guidance. The challenge is that investors are already expecting a guidance upgrade. Analysts believe Novo will likely remain cautious as it works to rebuild credibility after multiple guidance cuts and wants to avoid disappointing investors again later this year. Interestingly, analysts appear more concerned about Novo's diabetes business than obesity. While Oral Wegovy continues to exceed expectations, pricing pressure and weaker Ozempic and Rybelsus sales are expected to weigh on the overall results. #stocks #Investing
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zet
zet@ciainvestor·
Liquidating millions of Koreans and a 24 yr old faggot was all we needed for the bottom? Interesting.
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Jack
Jack@depression2019·
People with $50k net worths clowning Leopold on the timeline when he’s still walking away with $500+ million at 24y/o
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