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

And the best team won. Congratulations 🎊 🎈 Spain 🇪🇸

$CELC FDA approval for their drug for breast cancer.

Spain 🇪🇸 playing the best game of this whole tournament

Spain up by 2

Spain up by 1

Spain penalty

Hopefully the best team wins France 🇫🇷 vs Spain. Cheering for both

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.