Pharmdca

LT position updates Part 1 22 Portfolio Pick Buyouts $RNA $DAWN $SLNO $NARI $BPMC $MYOV $IMGN $KRTX $HZNP $PRVB $ISEE $BLU $CTIC $FSTX $ICVX $LVGO $STML $JUNO $CMRX $RLYP $ITCI $KVUE Tech positions- $AMZN $SOFI $META $RBRK $GOOGL $AXON $NVDA $LMND $RDDT $MELI $APP $COIN $NOW $UBER $ZS $ASTS Top Biotech positions: $VKTX $CYTK $ARDX $CELC $BBIO $HROW $MDGL $CRVS $TMDX $OSCR $NKTR $RVMD

France 🇫🇷 vs Spain 🇪🇸

Lol Hormuz open to everyone except Iran

NVIDIA H200 CHIP SHIPMENTS TO CHINA HAVE BEGUN A senior U.S. official confirmed that shipments of Nvidia’s H200 AI chips to China and Hong Kong have started. However, the number delivered remains “very few.” The U.S. Commerce Department had previously cleared around 10 Chinese firms to purchase Nvidia’s second-most powerful AI chip.

When $MSFT green coz we sold due to shitco $IBM

Piper’s June ad checks for $GOOGL, $META, $RDDT: For Google, U.S. Search share returned to growth for the first time since April 2025. Gemini also gained share among AI models, rising to 26.9%, behind ChatGPT at 57.2%. For Meta, Revealbot data showed average CPM growth accelerating to 26% in June from 12% in May, while ad buyer checks showed Q2 spend beating estimates by 120 bps. For Reddit, total users grew 2% MoM, but excluding a May data anomaly, June users were roughly flat vs May. Overall ad buyer checks were strong, with Q2 spend up 7.7% YoY, about 80 bps above expectations. Positive standouts were Reddit, Netflix, and YouTube, while Trade Desk was the weakest vs expectations.

FIRST NEGATIVE MoM INFLATION READING SINCE 2020

JUNE U.S. 🇺🇸 INFLATION DATA: CPI 3.5% YoY, (Est. 3.8%) CPI -0.4% MoM, (Est. 0.0%) Core CPI 2.6% YoY, (Est. 2.9%) Core CPI 0.0% MoM, (Est. 0.2%)

@BlueMoonTrades What’s your first target

$MSFT is ready to 🚀

@MadridPreeti referees are paid shills

@MadridPreeti It serves no purpose now. He had done a great damage to the team already

🚨 FIFA has reportedly removed the Referee François Letexier from the remainder of the World Cup The decision comes after the Egyptian Football Association lodged a formal complaint over his handling of the Argentina vs Egypt Is FIFA Trying to Cover Up after Massive Uproar?🤯

@mukund Being a fan is one thing, but rooting for a team that’s cheating to win is completely different. And what kind of win is it for them to pay their way up to the top?

@Pharmdca Unfortunately I have been an Argentina fan since 1982 World Cup. Then Italy

This World Cup is made for 🇦🇷 to win 🥇 Of course they are a team I like but hoping it will be a Spain 🇪🇸 vs Argentina final.

@mukund so you want a rigged team to win while good teams being punished I rather have a deserving team to win what’s the point of a competition than you bring all these teams to compete but than rigged the competition to benefit a team that doesn’t deserve to win

@Pharmdca It has been made for them to win. Its inevitable. They got everything aligned for it. It's rigged in their favor. But this is the first real strong team they are facing.

🇦🇷👉🏻Jamás he dudado del talento de Messi. Incluso antes de ganar una Copa del Mundo, yo ya lo consideraba muy por encima de Maradona. Hubo un tiempo en el que pensé que, además de ser un fuera de serie, tenía una fortuna extraordinaria. Llegué a creer que lo de Stamford Bridge, los constantes cambios en los criterios del Balón de Oro que terminaban beneficiándolo, que el Barcelona pasara dos años sin que le marcaran un penal en contra, la remontada ante el PSG o que se organizaran cinco Copas América en apenas diez años, eran simplemente parte de ese “duendecillo” de la suerte. Y sonaba lógico: la fortuna suele sonreírle a los exitosos. Pero cuando estalló el caso Negreira, todo empezó a cobrar sentido. Nunca fue suerte, sino un sistema que, desde la época de UNICEF como patrocinador del Barça, fue construyéndose para encumbrarlo a él, a su club y, posteriormente, a su selección. Tras el Mundial de Qatar 2022 y la Copa América 2024, para mí ya no quedaban dudas: era el elegido del sistema. Adidas, la Conmebol e Infantino le revivieron la carrera a nivel de selecciones, después de que amenazara con retirarse. Probablemente ganará un segundo Mundial, será elegido como el mejor jugador del torneo y le regalarán otro Balón de Oro, aunque juegue en la MLS. Pero el daño a su legado, ya es irreversible. Hoy, la mayoría de aficionados al futbol (y no aficionados) lo rechazan. A diferencia de otras épocas, las futuras generaciones tendrán al alcance una enorme cantidad de videos, documentos y testimonios para confirmar, que la narrativa de que Messi es el “GOAT” fue una de las grandes mentiras en la historia del futbol.

$MSFT $AMZN Green in the sea of red, good signs both bottomed or close to bottom.

$QTTB Announces Positive 36-Week Topline Results from Part B of the SIGNAL-AA Clinical Trial of Bempikibart in Alopecia Areata. $NKTR prnewswire.com/news-releases/…

$META Meta Platforms Inc. has committed to spending an additional $40 billion on its data center campus in Louisiana, pushing its total expected investment beyond $250 billion for the site. The company will expand the project to at least 5 gigawatts of computing power at a cost of $50 billion, and has previously announced a $10 billion investment for the data center and surrounding community.

$META Said to spend $40B more on its Louisiana Data Center; Investment to reach $50B, aided by generous tax incentives - press (original investment announced at $10B) (Meta Platforms Inc.) (More at tradethenews.com/?twtId=54792)

@MeadowCapital @trentkelp @TheBioMAHunter lol vktx is a solid conviction

@trentkelp @TheBioMAHunter @Pharmdca "Avoid owning big size positions through clinical readouts." I'm fucked then. $VKTX

$VKTX Biotech sector could be the most frustrating sector in general and could be the toughest to invest in but highly rewarding too. Selective pickings in late stage companies and adding positions on pullbypost positive data readouts is a great strategy Avoid owning big size positions through clinical readouts.

fb.watch/IiUPyPww6O/?mi… Link to Satluj movie- Full version Banned in India