That Guy

@mind1nvestor Why wait to see if it even hits in that range? Like if the stock is going to go up 1000%, a tiny $15 drop won’t make any difference? And if it doesn’t drop down to $25-30, then you missed out on a 10x run? Your logic makes no sense???

$NVO will be a 10x. That conviction hasn’t changed. But conviction without patience is how you turn a great thesis into a frustrating experience. The bottom is not in yet. So we wait... And when the time comes, we act. The best trade of your life is worth waiting for.

@fdzmurillo Also $NVO is soon expected to gain approval for oral Wegovy in the EU!

Oral Wegovy vs Foundayo, Symphony Rx by week since launch. One curve is explosive and organic; the other is flat and additive (it even dipped in week 6). That contrast is the whole story. Reported wk 7: 58,586 vs 3,022. Conservative wk-50 scenario: ~267k vs ~24k → 11×. Foundayo modeled additively, in line with its own slope. No gray market in a pill — it runs through the physician. $NVO $NOVO $LILLY

@getdotcph Lmao you vibe coded everything? 😂😂

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NVDA increasing dividends from $0.01 -> $0.25, is signaling that they can’t invest that money at a higher return than you could as an investor. It’s a signal that $NVDA ‘s growth are about to stagnate!!! NO ITS NOT FUCKING FREE MONEY?? You stupid?

@Tuwaijery @StockwatchDK It’s the game of large numbers. 25% increase for Novo would be way too insane if you aggregate the accumulated simulated prescriptions for a number of weeks.

@StockwatchDK Wegovey pill rose less than 3% from last week and foundayo rose about 25% 🥲

$NVO $NOVO The total number of prescriptions filled for Novo Nordisk's Wegovy pill rose to 109,777 in week 20 from 107,029 the week before, according to prescription numbers from Symphony Health Solutions. Rival Eli Lilly's new weight loss pill, Foundayo, reached 2,520 prescriptions last week, up from 2,067 the week before. The figures do not include prescriptions filled at online pharmacies and via healthcare platforms and Novo's own online pharmacy Novocare with direct-to-consumer sales.

@DavidNohara91 @BitPaine @foolrushingin He’s an American. At most he has a college degree. Probably never been outside the US.

@BitPaine @foolrushingin @BitPaine ah but you were not ragebaiting? I actually smiled a bit thinking it was a joke. Are you really that dumb to not understand that a fix amount of money can mean different things in different countries? You really comparing them raw? Is this not like school knowledge?

holy fuck Europeans are poor

@janthecurious1 $NVO market cap is $150b ? Why overshoot by $50b or 30%???

$nvo $lly HEADLINE: The biggest tension in the obesity market may not be about the drugs anymore. It may be about positioning. $LLY has become an institutional super-position. According to Fintel: - 4,400+ institutional holders - ~97% institutional ownership of free float Including: BlackRock, Vanguard, State Street, Fidelity, Capital Research, and Lilly Endowment. That is extraordinary. $LLY trades at roughly a ~$900B market cap and ~26-35x earnings depending on the model. $NVO? ~$200B market cap and ~11-12x forward earnings. At the same time: - Oral Wegovy is running at ~200k+ weekly scripts - Lilly’s oral launch is still around ~10k weekly scripts early in the rollout This is where the structural tension appears. Large institutions cannot quietly rotate out of Lilly if Novo starts positively surprising again. When a stock becomes: - benchmark-defining - a top-10 holding across hundreds of funds - and central to the market narrative …positioning starts to matter almost as much as fundamentals. That’s portfolio math. Not because Lilly is weak. But because crowded trades can become violently asymmetric once the narrative changes. What we see now: - Novo stabilizes growth, - oral Wegovy momentum continues, - and the valuation gap starts closing, the rerating could happen much faster than the market expects. Because when large capital flows reverse, they rarely move in a straight line. Well spotted by @fdzmurillo

@DanielSmidstrup Europe designs/produces the machines being used to make the chips, that run AI. The world’s most complex machines are made by ASML in the Netherlands. So very complex.

USA has ChatGPT USA has Grok USA has Claude USA has Gemini China has DeepSeek China has Qwen China has Kimi China has MiniMax Europe has?

$NVO all day baby! $100 EOY

@wydAriaX @grok Only 40 kg

Hey @grok , which weight do most men prefer? And men around the globe, let's hear from you too if Grok answer is correct

@WatcherGuru Can someone please make him shut up. This is the fifth time this year he predicted a crash…

JUST IN: Big Short investor Michael Burry says stock market is "minutes" away from a "bloody" crash.

@alc2022 Revenue doesn’t matter much if margin are terrible? $HIMS is a $10 Stock.

$HIMS revenue up 1400% stock up nothing

@AretardInvestor $150 is a minimum though.. Now the avg are ~$180, due to higher doses. This will likely increase as well 😎

Let's just add the numbers... $ >2M in prescriptions and climbing... If we assume trend will likely normalize at around 500k avg prescriptions / week for the whole year in the US, by EOY 26, $NVO will en 2026 with 14M cumulative prescriptions. At an avg price of $150, this roughly comes out to $2B in revenue... ONLY IN THE US. If we assume OW in the EU is approved by H2 2026, and assume an uptake of about 50% that in the US, we could expect by EOY 26 Oral Wegovy will be at a ~$2.5B runrate... Not bad for it's first 10 months if you ask me...

@DeFiTracer Damn you’re retarded. IF something like this were to spread like Covid, then money would have no power. It would be a total collapse. Money would be worth 0. Stocks worth 0. Stop spreading such fearful nonsense

🚨 WARNING: THE COVID-LIKE DUMP IS ABOUT TO REPEAT!! We all remember the COVID story. It also started with 1 case of "flu" And turned into A GLOBAL SCALE COLLAPSE. A few weeks ago, an outbreak of hantavirus was detected. This virus has a 40% mortality rate, while COVID-19 has only 1%. This is literally the plot of the movie “Contagion”. If this gets confirmed in even one huge city, Markets will drop 10-15% in a single trading day. Cruise ships are only the beginning. Hantavirus has a long incubation period (up to 40-50 days). That means hundreds of passengers from that ship, And the people who came into contact with them have already spread across the world. Airlines, hotels, and the entire service sector (ETFs like JETS or PEJ) turn into garbage. Investors will start massively exiting “reopening stocks”. They remember lockdowns, and this one will be a hundred times harder. Because of the extreme lethality of the virus. In 2020, the world shut down because people feared hospital overload. In 2026 with hantavirus, people will simply refuse to go to work. If mortality among the working class (ports, factories, logistics) becomes widespread, Global trade will simply stop. This is not inflation. This is the physical absence of goods. There are no approved vaccines against hantavirus with proven effectiveness. The mRNA technologies that saved the world from COVID may not work as quickly against this type of virus. Complete helplessness of modern medicine. Investors lose faith in the “technological miracle”, triggering a flight into gold and cash. A mortality rate 20 times higher than COVID-19 will wipe out $20 trillion in market cap within a month. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

@terskoesche @Han_Akamatsu It was all about the pill! Huge 100% beat on pill expectations. This is going to be a multi day run

@Han_Akamatsu x.com/i/status/20518… but why is it up if the earnings are soo negative🫣 did i miss something like their growth announcements etc. can't and won't complain.. $NVO must go above 60 then I'm neutral 😞

$NVO NOVOOOOOO 😍 Feels sooo sooo good when all the picks are playing out! No misses! ✍🏻

$NVO is still extremely undervalued! $100 EOY! 200,000 prescriptions weekly for Wegovy pill. That’s insane🥳 $200 in 2027!

Holy fucking shit, $NVO tripple beat for Q1. Huge beat on revenues, eps and guides higher for the full fiscal year!! Also: 2 MILLION PRESCRIPTIONS FOR THE PILL!!! That’s 10000% higher than for $LLY hahaha

@LogicNight37901 @earnings_guy It was a huge beat. Reason his numbers are lower is due to a provision reversal. Just accounting fluff

@earnings_guy I thought it was a beat on everything?

$NVO (Novo Nordisk) #earnings are out:

$DUOL - in 1-2 quarters we’re going into negative DAU’s and MAU’s. Stock is going to drop another 80% within a year.

@alc2022 There’s zero correlation between these stocks? You’re such a fucking retard Antonio. Holy fucking shit you’re an idiot.

everyone is wrong about $duol this is a multi trillion dollar company in the making we will look back in some years and marvel at the current stock price just like when I bought $amd at $4.2 and $pltr at $7 here's a presentation with everything you need to know