Beth
12.9K posts

Beth
@beth_cronk
Finance, style, culture. Buy my home 👇







$ONDS is no longer fighting for Russell eligibility. At $4.8B on Rank Day, the real question is whether it enters as a Russell 2000 heavyweight or already crosses into Russell 1000 territory. Countdown: ranked on April 30, revealed on May 22, decided on June 26.


Eli Lilly released retatrutide Phase 3 data yesterday. 28% weight loss in 80 weeks. The most powerful obesity drug that’s ever been tested. And today the cancer signal drops. 12,112 patients. Seven tumor types. GLP-1 users had half the lung cancer metastasis rate (10% vs 22%). Breast cancer: 43% cut. Colon cancer five-year mortality in a separate study: 15.5% vs 37.1%. Cancer joins a list that already includes heart disease (SELECT, 20% MACE reduction), kidney failure (FLOW, 24% slower decline), sleep apnea (SURMOUNT-OSA, FDA-approved), addiction (BMJ, 600K veterans, 18-25% reduction across substances), and liver disease (86% fat clearance). Tumors express GLP-1 receptors. Activate them and NF-kB drops, apoptosis rises. The drug isn’t just shrinking fat. It’s talking directly to the cancer. One drug class. Designed for blood sugar. The biology keeps finding uses the designers didn’t predict.


Jensen getting new 25 cents per quarter per NVDA share ~ $812M per year from 812M shares


Kevin O’Leary says almost nobody can beat the S&P 500 by picking individual stocks “If you think you’re so good that you can pick stocks and beat the index, give it a try and learn the hard way. Virtually nobody beats the index” “What you should do is make it easy for yourself. Maybe put $1,000 into one account where you pick stocks, and another $1,000 into SPY, the ETF that tracks the entire S&P 500” “And then you’ll find out the hard way that you’re not that good. 90% of the time, you can’t beat it, so you might as well join it and stop trying to pick stocks”


















