Here's what Bloomberg Intelligence thinks is most likely to happen:
Addition:
Palantir $Palantir (PLTR.US)$
MicroStrategy $Strategy (MSTR.US)$
$Axon Enterprise (AXON.US)$
Removal:
Super Micro $Super Micro Computer (SMCI.US)$
Moderna $Moderna (MRNA.US)$
Addition:
Palantir $Palantir (PLTR.US)$
MicroStrategy $Strategy (MSTR.US)$
$Axon Enterprise (AXON.US)$
Removal:
Super Micro $Super Micro Computer (SMCI.US)$
Moderna $Moderna (MRNA.US)$
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Today, $Amgen (AMGN.US)$ announced the P2 trial results for MariTide, which only include the safety profile for the 420 mg dose escalation cohorts (cherry-picking at it's finest again).
I suspect they chose not to present the full safety profile, given that the weight loss results for the 120 mg and 280 mg QM cohorts, in obese non-diabetics (without dose escalations), at week 16 in P2 are consistent with the P1 results (see slide 1). So, it is likely that the 120 mg and 280 mg QM (without dose...
I suspect they chose not to present the full safety profile, given that the weight loss results for the 120 mg and 280 mg QM cohorts, in obese non-diabetics (without dose escalations), at week 16 in P2 are consistent with the P1 results (see slide 1). So, it is likely that the 120 mg and 280 mg QM (without dose...
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Keeping an open mind is crucial. Couple things I have been noticing recently are the deadness and rotation out of the Mag 7. First hint is $Amazon (AMZN.US)$ giving back the entire move from the 200 breakout the second is $NVIDIA (NVDA.US)$ failing to continue post earnings. $Meta Platforms (META.US)$ just been chopping around below moving averages, MSFT in no mans land. What I have seen is streng...
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📌 The SEC has greenlit options trading on multiple Bitcoin ETFs, including BlackRock's $iShares Bitcoin Trust (IBIT.US)$.
📌 Why this matters:
1️⃣ Adds flexibility for institutional and retail investors.
2️⃣ New tools for hedging Bitcoin price risks.
3️⃣ Enhances market transparency with strict oversight.
📌 What’s next?
Broader adoption of crypto investment products in traditional finance
Crypto Briefing
Crypto Briefing
$Bitcoin (BTC.CC)$
📌 Why this matters:
1️⃣ Adds flexibility for institutional and retail investors.
2️⃣ New tools for hedging Bitcoin price risks.
3️⃣ Enhances market transparency with strict oversight.
📌 What’s next?
Broader adoption of crypto investment products in traditional finance
Crypto Briefing
Crypto Briefing
$Bitcoin (BTC.CC)$
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1
ASML vs TSMC
$ASML Holding (ASML.US)$ down -10% YTD, at 54x ‘24 P/E 0.9% FCF yield pre-earnings
$Taiwan Semiconductor (TSM.US)$ up +96% YTD, at 25x ‘24 P/E 2.6% FCF yield pre-earnings
What happened? 🤨
$ASML Holding (ASML.US)$ down -10% YTD, at 54x ‘24 P/E 0.9% FCF yield pre-earnings
$Taiwan Semiconductor (TSM.US)$ up +96% YTD, at 25x ‘24 P/E 2.6% FCF yield pre-earnings
What happened? 🤨
5
1
$Meta Platforms (META.US)$ $600 today.
I remember when people were very critical of the $50B buybacks back in 2021 in the $300 range.
Looking back Zuck was right again and long-term shareholders were rewarded.
It has been my biggest position then and continues to be. Excitied for $META's future.
I remember when people were very critical of the $50B buybacks back in 2021 in the $300 range.
Looking back Zuck was right again and long-term shareholders were rewarded.
It has been my biggest position then and continues to be. Excitied for $META's future.
5
1
The CSI300 is up by 12.4% this week so far, which is its strongest weekly gain since December 2014 (+13.4%). By the end of the day, it could be strongest weekly gain since 2008. Might be a point for adding a bit of China back into your portfolio today. There are two main investment theses:
1. The Chinese consumer is not financially weak, they are simply sentiment driven.
2. Chinese government support for the market is send...
1. The Chinese consumer is not financially weak, they are simply sentiment driven.
2. Chinese government support for the market is send...
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$Broadcom (AVGO.US)$
Is anyone worried about this one?
Just playing devils advocate as someone has to. There’s too much euphoria on the AI train.
Multiple has expanded and there are now expectations for ever increasing AI revenue.
$Alphabet-C (GOOG.US)$ is fully ramped and $Meta Platforms (META.US)$ is the next big opportunity for XPUs. But $Amazon (AMZN.US)$ and $Microsoft (MSFT.US)$ are going with $Marvell Technology (MRVL.US)$ . Byte dance is not a serious opportunity.
Hock Tan used to think mercha...
Is anyone worried about this one?
Just playing devils advocate as someone has to. There’s too much euphoria on the AI train.
Multiple has expanded and there are now expectations for ever increasing AI revenue.
$Alphabet-C (GOOG.US)$ is fully ramped and $Meta Platforms (META.US)$ is the next big opportunity for XPUs. But $Amazon (AMZN.US)$ and $Microsoft (MSFT.US)$ are going with $Marvell Technology (MRVL.US)$ . Byte dance is not a serious opportunity.
Hock Tan used to think mercha...
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Battle of the tech titans: Microsoft $Microsoft (MSFT.US)$ versus Alphabet $Alphabet-A (GOOGL.US)$ 🥊✨
Which is your favorite?👇
Which is your favorite?👇
2
$Salesforce (CRM.US)$ CEO: "So many customers are so disappointed in what they bought from Microsoft CoPilots because they're not getting the accuracy and the response that they want. Microsoft is disappointed so many customers with AI" $Microsoft (MSFT.US)$
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