JGS

@SvenNordenstam @MRKN_Helene @reportermathild Hindsight 20/20

Diamyd - uppföljning i samarbete med @reportermathild. Jag har varit i kontakt med fyra tunga experter på T1D sedan i fredags. Utöver KI, tre kända utländska. Ingen är förvånad över utfallet. Inte heller statistikdocenten. di.se/nyheter/forska…

Quartr is now available in Claude as a connector. Combine the data purity of Quartr with your Claude workflows. Query any company, event, speaker, theme, or metric from public companies – directly within Claude.

@HankSweden @lukewarmhearts Köttar denna när jag är klar med Hyperion-serien 💪🏼

@lukewarmhearts Den här serien är top notch

Behöver ljudböckernas ljudbok, helst på engelska. 🚨 Något i klass med Project Hail Mary. Kan vara vilken genre som helst men det ska var så bra att man går in i en mild depression när den är över.

@HankSweden open.spotify.com/track/35yZkNFN…

Behöver bredda musik De fyra mest lyssnade sista 25 åren Emenem Marshall Matters LP Thåström Skebokvarnsvägen Veronica Maggio Satan i gatan Kent Du och jag och döden Enda jag lyssnar på nyare är C Gambino Jag måste ju missat mycket bra 15 åren.. Vart börjar jag ?

@Mercantio @dicktornfeldt @Gillquist @EmmanuelManiAy @40procent20ar @Henrik_Borsdata 🤣

@dicktornfeldt @Gillquist @EmmanuelManiAy @40procent20ar @Henrik_Borsdata De sa nej till mig

Jag har släppt min Börsdata MCP publikt. Den finns för nedladdning här: github.com/emmanuelay/bor… Gratis och open source, givetvis. Ping @40procent20ar och @Henrik_Borsdata

@robin_bylund Vackert att han får lämna på fri transfer med ett år på kontraktet. Otrolig business. Mersmak efter Trent. Carte blanche till Szobo nästa år?

Min kung. Igår. Idag. För evigt. ❤️

Få bolag som slår detta i twists and turns

@ggreenwald Psychotic? Very cliche billionaire behaviour what have I read 🤷🏻‍♂️

If I tried to explain the wild scandal involving a fraudulent Brazilian bank (Banco Master), its billionaire psychotic owner now imprisoned, and Brazil's tyrannical judge, you'd think I was exaggerating. For now: Elon Musk's prediction may be closer than ever to materializing.

@BurryVE1 @stock_trap @skandalomsusad Sa samma sak. Men vi löser det. Öppnar LLC på Malta.

När det pågår krig ute i världen så är det viktigt att vi fokuserar på saker som spelar roll Så nu kan ni betta på tågavgångar från 32 svenska städer på sjbets.se

@stock_trap @BoomFahllera

@BoomFahllera Det är @JGSventures 200%

@A_May_MD Wait. Isn’t ”Oral Wegovy” just Rybelsus with a new brand name, indication and some higher dosage pills?

$NVO is in the midst of the fastest drug launch of all time with oral Wegovy over the last 2 months. Not the fastest for $NVO. The fastest for any drug company ever. Yet, during that same time period, their stock has (*checks notes*)...experienced its sharpest decline ever...EVER! A fascinating case study is developing here over pricing in investor expectations and the extremes to which sentiment can swing. Not only has $NVO had its worst stock crash *ever* (down >40% since late January) right in the middle of the fastest drug launch of all time... ...$NVO has now round tripped its entire obesity run...as if the whole obesity craze never even happened! The stock was in the $40s on the day that injectable Wegovy launched back in 2021, now 5 years later it struggles to maintain the mid $30s. If you go back 10 years from today, the stock is up only ~30% over the last decade, getting absolutely trounced by any index you want to put it up against. All of that with the society-altering obesity craze in between. Coming back to the recent move, it's been bizarre to see investors' negative reaction to the cagrisema vs tirzepatide study reading out negative for cagrisema when...anyone who even remotely analyzed existing cagrisema data had to have known that study never had a *CHANCE* at hitting. The fact that the markets could be *that* inefficient by pricing in so much value for that cagrisema study is almost too much of a stretch for me to believe... Investors have focused on the cargisema study not meeting (apparently somehow still very bullish???) expectations while largely ignoring the oral Wegovy launch that has been breaking every expectation that they had previously set for it...Negative sentiment begets negative sentiment, sometimes directly in the face of objective reality. Like I've mentioned, pharma isn't really my specialty, but this will be an interesting case study for me to continue to learn from. It'll probably be a good one for the pharma industry at large down the road given how extreme the changes in sentiment have been. In the meantime, I am buying the Novo dip, though my pharma trades tend to be very short term largely because I use margin to conduct them. So, will the nonstop $NVO stock crash reverse soon? IDK, but owning a drug company at 5 year lows that is also in the middle of the literal fastest drug launch of all time...does seem a bit asymmetric 😅

@EliassonJohn @blocks Kör Swedbank Robur på PPM 💪🏻

@JGSventures @blocks Vilken techfond studsar hårdast?

Lätta pengar att gå all-in techfond nu när alla bolag kommer göra en @blocks och halvera personalstyrkan?

@brunoclz @levelsio help a irmão out and lets start a revolution 🇧🇷

Então, aparentemente se você conectar todas as bases de dados abertas do Brasil, da para detectar corrupção com base no CPF de políticos Construí um negócio e não sei o que fazer com isso, não tô querendo ir de vala

@d4aniel_k @alden_niklas @financeamir Tips: AirTag innanför kalsongerna

@alden_niklas @financeamir +100kr/månad i avgift om du kör med 3p abonnemang eller tar du Xploras för 200kr/mån.

Xplora Technologies: Köpt in mig här. Xplora (barnklockor) + Doro (seniortelefoner). Båda är med råge ledande inom sina nischer i Europa. Caset är: växa topline ~10-12% per år, öka bruttomarginalen med ~1-2%-enheter per år från ~52% och ta EBIT från ~9,5% 2025 till 16% 2027. >

@MyLatinLife 👀

New murder map just dropped

derek sivers with an absolute banger

men have 1 good year in their life and then live in nostalgia for the rest of their lives