$Taiwan Semiconductor(TSM.US$ updated its 2024 CapEx guidance to $30-32 billion (vs. the previous $28-32 billion) during its earnings call today. For TSMC's equipment suppliers, simply raising the lower limit of the CapEx range is not a particularly strong positive factor for their stock prices, which have already risen significantly. Moreover, since TSMC is not expected to announce its 2025 CapEx until January 2025, the stock performance of TSMC's equipment suppliers in the coming months will primarily d...
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At the height of the dotcom bubble, Cisco was worth 5.5% of US GDP.
Today $NVIDIA(NVDA.US$ market cap is worth 11.7% of GDP, over 200% higher...
Today $NVIDIA(NVDA.US$ market cap is worth 11.7% of GDP, over 200% higher...
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/70040951/20240716/611912beb0af4b7ca5f2a7ebc4e40719.png/thumb?area=100&is_public=true)
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Why do you think $Pfizer(PFE.US$ decided to progress with Danuglipron? (
Can't give up this huge market?
The P2 data they published in obese, non-diabetics doesn't look too good. Danuglipron twice daily compared with $Eli Lilly and Co(LLY.US$ Orforglipron and $Structure Therapeutics(GPCR.US$ GSBR 1290 at week 12: Orforglipron seems to be the best non-peptide GLP-1 RA
The P2 data they published in obese, non-diabetics doesn't look too good. Danuglipron twice daily compared with $Eli Lilly and Co(LLY.US$ Orforglipron and $Structure Therapeutics(GPCR.US$ GSBR 1290 at week 12: Orforglipron seems to be the best non-peptide GLP-1 RA
![Is the diet pill market too profitable to lose?](https://ussnsimg.moomoo.com/sns_client_feed/70040951/20240712/7ee3a239ef1b4f9cbaa8d7688f47826d.jpg/thumb?area=100&is_public=true)
![Is the diet pill market too profitable to lose?](https://ussnsimg.moomoo.com/sns_client_feed/70040951/20240712/eef651ce12484ee5830751bb2aae98aa.png/thumb?area=100&is_public=true)
![Is the diet pill market too profitable to lose?](https://ussnsimg.moomoo.com/sns_client_feed/70040951/20240712/ac3b1668fcd047f4b90e33d4ea34810c.png/thumb?area=100&is_public=true)
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$SPDR S&P 500 ETF(SPY.US$ Jobs tomorrow at 8:30, consensus estimates at 194k
$S&P 500 Index(.SPX.US$ implied move at 27 points
we all know the shenanigans now, beat and revise previous months down
$S&P 500 Index(.SPX.US$ implied move at 27 points
we all know the shenanigans now, beat and revise previous months down
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I sent you the red candles (bullish signals) for $NVIDIA(NVDA.US$ and $Super Micro Computer(SMCI.US$ when they were around $45 and $320 back in January, and subsequently $Carvana(CVNA.US$ at around $48, $Palantir(PLTR.US$ between $18 and $20, $MicroStrategy(MSTR.US$ at around $620, $Apple(AAPL.US$ at $180, $Amazon(AMZN.US$ at $180, and the last red candle for $Tesla(TSLA.US$ was sent when it was below $180.
I remain immune to all the market noises, telling us that June was the last ...
I remain immune to all the market noises, telling us that June was the last ...
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$Viking Therapeutics(VKTX.US$ still can't wrap my head around how $Eli Lilly and Co(LLY.US$ is almost a trillion dollar company. While Viking Therapeutics is trading at ~ <6 Billion market cap.
Viking has a better drug with best in class safety, tolerability & 14.7% weight loss in 13 weeks..
Viking has a better drug with best in class safety, tolerability & 14.7% weight loss in 13 weeks..
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/70040951/20240624/b6f78fac061f41719c986b7c92a03061.png/thumb?area=100&is_public=true)
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If $NVIDIA(NVDA.US$ hits 165-175 ( big if) I don’t think it would be put in the Dow. Nvda doesn’t need to go into the Dow to keep going up. But the crazy stuff I keep reading about Nvda hitting 450 and up… if Nvda hits 450 the market cap would be 10 trillion plus. 10 trillion is just crazy to talk about as of now.
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$NVIDIA(NVDA.US$ It most likely will go down after a stock split. I mean it's been booming for days now so yes it makes sense it could go down. It is ok to take a portion off the top and have cash to reinvest back in once it goes down. Any bull days like yesterday you should be doing that just in general. remove 1-7% from your portfolio and keep it in cash for down days so you can go shopping again. Don't just sit there and think stocks only go up forever.
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On June 5, 2022, the trading price for $Amazon(AMZN.US$ stock was approximately $2,447. This price reflects the value before the 20-for-1 stock split took effect on June 6, 2022. After the split, the stock was revalued at around $120 per share.
The stock had risen close to 8% in the five days leading up to the split.
Maybe we will see a similar 8% for $NVIDIA(NVDA.US$ days leading up to June 7th 2024 split?
The stock had risen close to 8% in the five days leading up to the split.
Maybe we will see a similar 8% for $NVIDIA(NVDA.US$ days leading up to June 7th 2024 split?
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