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$NVO just got FDA approval for Wegovy HD (7.2 mg), its higher-dose semaglutide. The results are strong: Mean weight loss: 20.7% ~1 in 3 patients lost 25%+ This builds on Wegovy 2.4 mg and adds a more powerful option for patients needing greater weight loss. It was also approved under the FDA’s National Priority Voucher program, highlighting obesity as a major health priority. Novo expects a US launch in April 2026. Link to announcement: novonordisk.com/content/nncorp… #stocks #investing

We’re launching a brand new, full-stack vibe coding experience in @GoogleAIStudio, made possible by integrations with the @Antigravity coding agent and @Firebase backends. This unlocks: — Full-stack multiplayer experiences: Create complex, multiplayer apps with fully-featured UIs and backends directly within AI Studio — Connection to real-world services: Build applications that connect to live data sources, databases, or payment processors and the Antigravity agent will securely store your API credentials for you — A smarter agent that works even when you don't: By maintaining a deeper understanding of your project structure and chat history, the agent can execute multi-step code edits from simpler prompts. It also remembers where you left off and completes your tasks while you’re away, so you can seamlessly resume your builds from anywhere — Configuration of database connections and authentication flows: Add Firebase integration to provision Cloud Firestore for databases and Firebase authentication for secure sign-in This demo displays what can be built in the new vibe coding experience in AI Studio. Geoseeker is a full-stack application that manages real-time multiplayer states, compass-based logic, and an external API integration with @GoogleMaps 🕹️

Bonus Theme #10: Overlooked AI Winners I predict that Getty Images $GETY will pivot from AI casualty to AI winner. The initial reaction to generative AI was existential fear. Getty sued Stability AI. The stock collapsed. Everyone assumed image libraries were dead. But that's not the end of the story. The demand for clean, licensed, indemnified training data keeps growing. Companies want safe content. Getty now has its own generative AI tool built with NVIDIA - trained exclusively on licensed content, fully indemnified for commercial use. That's a real differentiator as enterprise buyers get more cautious about AI liability. They signed a multi-year licensing deal with Perplexity for image display in search. Partnerships with Bria and Picsart for model training. More deals are coming. The crown jewels: exclusive ownership of the Bettmann and Hulton archives. Irreplaceable cultural IP spanning a century of photography and which can't be recreated or scraped. It's a literal vault. For AI companies that want to train on premium, defensible historical images, there's nowhere else to go. All-time low hit in late December. Market cap around $545 million. Trades at roughly 6x EBITDA. The Shutterstock merger creates regulatory risk - but it's manageable either way. We're already at the lows, priced for total disruption.

Bonus Theme #10: Overlooked AI Winners I predict that Getty Images $GETY will pivot from AI casualty to AI winner. The initial reaction to generative AI was existential fear. Getty sued Stability AI. The stock collapsed. Everyone assumed image libraries were dead. But that's not the end of the story. The demand for clean, licensed, indemnified training data keeps growing. Companies want safe content. Getty now has its own generative AI tool built with NVIDIA - trained exclusively on licensed content, fully indemnified for commercial use. That's a real differentiator as enterprise buyers get more cautious about AI liability. They signed a multi-year licensing deal with Perplexity for image display in search. Partnerships with Bria and Picsart for model training. More deals are coming. The crown jewels: exclusive ownership of the Bettmann and Hulton archives. Irreplaceable cultural IP spanning a century of photography and which can't be recreated or scraped. It's a literal vault. For AI companies that want to train on premium, defensible historical images, there's nowhere else to go. All-time low hit in late December. Market cap around $545 million. Trades at roughly 6x EBITDA. The Shutterstock merger creates regulatory risk - but it's manageable either way. We're already at the lows, priced for total disruption.

Agents Over Bubbles Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They're so compelling that I no longer believe we're in a bubble. stratechery.com/2026/agents-ov…