Wall St Action

Buy great companies, hold great companies. Know your risk appetite. End of story.

@A_May_MD Make it make sense!!

$ORKA shows P2a IL23 data that (almost) matched the IL23 knockout study. Stock rallied. $800M raise at almost $6B valuation. Similar story for $SYRE with its *OPEN LABEL* a4b7 data in UC. Both *after* already rallying >100% recently. What exactly did we learn from these readouts that wasn’t fully expected? Seriously, nothing at all. You used to have to take risks to get upside on binaries in biotech. Not in the YTE cabal! Apparently these stocks are somehow perpetually mispriced until they can show us some tiny open label trial that proves their drugs meet bars of the drugs that are already on the market. Oh you’re buying at +300% today becuase a month ago you didn’t know if a4b7 or IL23 worked? Ok, sure 👍🏻

@kevinxu In!!

@JoshTradeOption @ZaStocks Stock market is the only place where people run away when things go on sale!

@ZaStocks That's the true! Well said!

Everyone wants a pause or pullback in an uptrend until they start to get a pause or pullback in an uptrend.

@mathlonning lol

@WallStAction I’m starting to beg J&J to take us out of our misery lol

$TMDX earnings cannot come soon enough; it is always something with this stock. Even when execution is perfect, the market finds a way to punish them.

@StockSavvyShay Hopefully a lot of “we are revising our forward income guidance higher” as well :)

My predictions for tomorrow’s hyperscaler earnings: • $MSFT: “We are power and compute constrained” • $META: “We are power and compute constrained” • $GOOGL: “We are power and compute constrained” • $AMZN: “We are power and compute constrained”

@jablamsky @WisemanCap Come on ole Softie you can do it!!

So $MSFT is going to show Azure acceleration tomorrow and we go back to $500?

@kevinxu lololol

@Mindset4Money_X Soooo true!!

Guy with 2 shares of $HOOD: “Why the fuck is it down 7% after hours?”

@mathlonning One can always ask :)!

Is it too much to ask for $ASTS to announce batch shipment on their May 11th earnings call?

@Mr_Derivatives Somebody get Snoop dog’s advice!

$MSFT currently at $420.69 in pre. I mean, we’re obligated at this price right?!? Earnings tomorrow. I’ll tail Burry and go long for the earnings play. Or sell puts haven’t decided which.

@ruth_capital @Mr_Derivatives The balancing act of profit harvesting!

@Mr_Derivatives glad I sold ALAB at 120 knowing it will fall 15% from 210 to 180 later 😤😤😤

If I was a bull in this bull market I want to see a healthy 3 or 4 step forward and 1 step backward. A kinda zig zag way up and to the right building solid bases and foundation at each incremental levels. Right now we are seeing a 10 step forward no step backward in the semis space. Well at least as of yesterday.

@MalibuInvest Not bad at all :)

My 2 bad habits; dogs, and coca cola $KO

@MalibuInvest @howardlindzon lololol

@howardlindzon Hows that new Peloton bike you got, but use as a hangar for wet clothes?

I just hope Anthropic buys Peloton

@traderstewie Looks amazing!!

Mutabal... aka Baba Ganoush Fire roasted eggplants is what makes this dish! Very easy Recipe: youtu.be/_FGFwi56nek?si…

@QualCompounders Congrats Qual!

🎉 Just hit 1.5K followers! What an incredible journey it’s been — learning, growing, and sharing with such an amazing community. 🙌 Thank you to everyone who’s liked, commented, shared, and supported my content. I’m truly grateful, and I hope you’ve found real value in it. ❤️ This is just the beginning. Next goal: 5M impressions! 📈🚀

@Mindset4Money_X No imagination needed here!

Imagine telling someone a year ago that Google would be trading at $350 today… What a year. $GOOGL $GOOG

@JonahLupton 100%.

@WallStAction True and they’d probably give $HIMS better economics however I still want $HIMS recommending the best option for the patient regardless of economics.

Great interview with CEO of $LLY... if you're interested in his thoughts on the GLP market size (TAM) as well as their phase-3 trial drug called Retatrutide (GLP3) then just skip ahead to the 10-minute mark youtube.com/watch?v=aN-GJT… Right now there are approx 35-40M people around the world using the FDA approved GLP1 (Semaglutide) and GLP2 (Tirzepatide). There are 1 billion people around the world that are obese (1 in 8) however I think drugs like Retatrutide (GLP3) will be micro-dosed by tens of millions of non-obese people that want a little extra help staying leaner, suppressing their appetite, burning more fat and reducing health risks ie fatty liver and bad cholesterol. Fast forward to 2030 and I think there's at least 100M+ people (around the world) using GLPs and maybe even 150M people. Right now there are drug companies working on GLP4 and GLP5... no idea if these ever see the market or what the data will look like compared to Retatrutide. I would expect GLP prices to drift lower over the next 3-5 years however it's possible the average GLP user is still spending $2000-2500 per year (with insurance covering some/most of that) which means within the next 5 years I think it's possible that GLPs are generating at least $200-250B in revenues (base case) and perhaps $300-350B in revenues (bull case) and then $400B+ in revenues (uber bull case) if prices don't come down and/or there's more than 150M global GLP users. NFA. DYOR. *We have a small position in $LLY at @FirstWaveFund and we have a bigger position in $HIMS which is now able to sell $LLY GLPs to their 3M members.

@JonahLupton Not to mention the additional handful of other GLP companies in the pipeline with oral options coming in the next 12-24 months. They will likely be interested in the HIMS market place

btw, listening to this interview confirms my opinion that $HIMS having access to $LLY GLPs might be 5-10x more valuable than $HIMS having access to $NVO GLPs... because... over the next 3-5 years I think it's possible that $LLY GLPs (including Retatrutide) generates 5-10x more revenues for $HIMS than $NVO GLPs.

@TheLongInvest Been watching it happen for 30+ years

At this point You’ve got to hand it to the market makers They rinse and repeat with precision