Sheldon Yu
liked and commented on
Simply using NVIDIA's BioNeMo AI protein structure prediction tool, utilizing NVIDIA's accelerated computing, not a substantial bullish factor related to company product development or performance, this increase is just a short-term trading opportunity, nothing more.
$Quantum-Si (QSI.US)$
$Quantum-Si (QSI.US)$
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Sheldon Yu
commented on and voted
Hi, mooers!
Welcome back to Maple Market Challenge!
First, let’s dive into last week’s vote: Do you consider Shopify the leading tech company in Canada? 85% of mooers believed that Shopify is the leading tech company, while 15% felt there are better alternatives. Let's examine the comments section to see what they had to say.
All of our mooers who voted will receive 10 points. Plus, ...
Welcome back to Maple Market Challenge!
First, let’s dive into last week’s vote: Do you consider Shopify the leading tech company in Canada? 85% of mooers believed that Shopify is the leading tech company, while 15% felt there are better alternatives. Let's examine the comments section to see what they had to say.
All of our mooers who voted will receive 10 points. Plus, ...
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Sheldon Yu
liked and commented on
🔴According to the clinical trial results announcement disclosed by the company on November 20, combined with the contents of the telephone conference held on the same day, the results of the clinical trial are summarized below.
⭕My conclusion is bullish. The stock price fell today, perhaps to clear unstable chips for the next round of upward movement. Currently, the long-term moving average is strong support. After thorough cleaning, there will be a period of consolidation, followed by another uptrend, then a new round of financing to raise funds for commercialization outside Europe and further expansion of phase III clinical trials for NDA new drug applications. Of course, the possibility of the company being acquired at a substantial premium cannot be ruled out. Turbo is heavily weighted, continue to hold.
🔴Intoday's telephone conference, company management and Professor John Kastelein emphasized the synergistic effect of obicetrapib when used in combination with evolocumab. This means that the combined effect of the drugs is superior to the sum of the effects of the two drugs used alone. The management stated that the positive results of the TANDEM trial have strengthened the company's confidence in the ongoing PREVAIL trial. Once PREVAIL is successful in the future, the company valuation is expected to double.
————
🔥Interpretation of TANDEM Trial Results🔥
🔴Primary Endpoint: Percentage Reduction in LDL-C
Day 84:
Monotherapy with Evymlozumab: LDL-C decreased by 23.3% compared to placebo.
Monotherapy with Obicetrapib: LDL-C decreased by 31.5% compared to placebo.
O...
⭕My conclusion is bullish. The stock price fell today, perhaps to clear unstable chips for the next round of upward movement. Currently, the long-term moving average is strong support. After thorough cleaning, there will be a period of consolidation, followed by another uptrend, then a new round of financing to raise funds for commercialization outside Europe and further expansion of phase III clinical trials for NDA new drug applications. Of course, the possibility of the company being acquired at a substantial premium cannot be ruled out. Turbo is heavily weighted, continue to hold.
🔴Intoday's telephone conference, company management and Professor John Kastelein emphasized the synergistic effect of obicetrapib when used in combination with evolocumab. This means that the combined effect of the drugs is superior to the sum of the effects of the two drugs used alone. The management stated that the positive results of the TANDEM trial have strengthened the company's confidence in the ongoing PREVAIL trial. Once PREVAIL is successful in the future, the company valuation is expected to double.
————
🔥Interpretation of TANDEM Trial Results🔥
🔴Primary Endpoint: Percentage Reduction in LDL-C
Day 84:
Monotherapy with Evymlozumab: LDL-C decreased by 23.3% compared to placebo.
Monotherapy with Obicetrapib: LDL-C decreased by 31.5% compared to placebo.
O...
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Sheldon Yu
voted
Hi mooers!
Need a quick update on this week's events? Check out moomoo's fresh earnings & economic calendars to start this week!
For more details, check out the earnings calendar and economic calendar!
This week, various companies including $Walmart (WMT.US)$ , $NVIDIA (NVDA.US)$ , $XPeng (XPEV.US)$ and $NIO Inc (NIO.US)$ are releasing their earnings. How will the market react to the companies' results? Let's make a guess!
For m...
Need a quick update on this week's events? Check out moomoo's fresh earnings & economic calendars to start this week!
For more details, check out the earnings calendar and economic calendar!
This week, various companies including $Walmart (WMT.US)$ , $NVIDIA (NVDA.US)$ , $XPeng (XPEV.US)$ and $NIO Inc (NIO.US)$ are releasing their earnings. How will the market react to the companies' results? Let's make a guess!
For m...
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Sheldon Yu
voted
Hi mooers!
$PDD Holdings (PDD.US)$ is releasing its Q3 earnings on November 21 before the bell. Unlock insights with PDD Earnings Hub>>
$PDD Holdings (PDD.US)$' share prices often fluctuate a lot around earnings releases, like the +18.08% jump after 2023 Q3 earnings, and the -28.51% drop after 2024 Q3 earnings results. Amid recent economic stimulus policies from the Chinese government, how would this famous Chinese e-commerce co...
$PDD Holdings (PDD.US)$ is releasing its Q3 earnings on November 21 before the bell. Unlock insights with PDD Earnings Hub>>
$PDD Holdings (PDD.US)$' share prices often fluctuate a lot around earnings releases, like the +18.08% jump after 2023 Q3 earnings, and the -28.51% drop after 2024 Q3 earnings results. Amid recent economic stimulus policies from the Chinese government, how would this famous Chinese e-commerce co...
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Sheldon Yu
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Hi mooers!
$MARA Holdings (MARA.US)$ is releasing its Q3 earnings on November 12 after the bell. Unlock insights with MARA Earnings Hub>>
$MARA Holdings (MARA.US)$ produced 717 Bitcoins with $48.8M worth in October, reaching a historical high. As $Bitcoin (BTC.CC)$ price surpassed $80,000 for the first time on November 10, how will the famous Bitcoin miner perform? Subscribe to @Moo Live and book the conference call!
For the ...
$MARA Holdings (MARA.US)$ is releasing its Q3 earnings on November 12 after the bell. Unlock insights with MARA Earnings Hub>>
$MARA Holdings (MARA.US)$ produced 717 Bitcoins with $48.8M worth in October, reaching a historical high. As $Bitcoin (BTC.CC)$ price surpassed $80,000 for the first time on November 10, how will the famous Bitcoin miner perform? Subscribe to @Moo Live and book the conference call!
For the ...
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Sheldon Yu
liked
In the individual stock news today, a repost of an article from investing.com about the August financial report conference call, although it is not from today, still provides some updates, as follows:
⭕The main content of Ginkgo Bioworks Holdings Inc (DNA) 2024 Q2 financial report conference call and some easily overlooked issues:
⭕Routine content
Review of the company's financial performance in the second quarter, including cell engineering business, biosafety business, and overall financial condition.
The company's strategic restructuring measures taken to achieve EBITDA balance after adjustment include layoffs, cost reduction, and adjustment of business models.
The company's future growth strategy includes opening the platform to customer scientists, focusing on service products in areas of strength, and expanding biosecurity business, especially in monitoring and responding to H5N1 bird flu.
🎯 Focus and analysis of the Q&A session
🚩 Outlook on technological breakthroughs:
The questioner wanted to know about Ginkgo's future direction for technological breakthroughs, but CEO Jason Kelly's response focused on platform openness and utilization of existing facilities, such as rack automation and laboratory data-as-a-service, without directly addressing the question of technological breakthroughs.
This may reflect the company's current emphasis on commercializing existing technologies rather than pursuing breakthrough innovations.
★ Commercialization brings cash flow first, avoid excessive spending!
🚩 Strategy for matching business capabilities with tools market:
The questioner is concerned about the company's financial performance and future development, as well as the impact of bird flu on the company's operations.
⭕The main content of Ginkgo Bioworks Holdings Inc (DNA) 2024 Q2 financial report conference call and some easily overlooked issues:
⭕Routine content
Review of the company's financial performance in the second quarter, including cell engineering business, biosafety business, and overall financial condition.
The company's strategic restructuring measures taken to achieve EBITDA balance after adjustment include layoffs, cost reduction, and adjustment of business models.
The company's future growth strategy includes opening the platform to customer scientists, focusing on service products in areas of strength, and expanding biosecurity business, especially in monitoring and responding to H5N1 bird flu.
🎯 Focus and analysis of the Q&A session
🚩 Outlook on technological breakthroughs:
The questioner wanted to know about Ginkgo's future direction for technological breakthroughs, but CEO Jason Kelly's response focused on platform openness and utilization of existing facilities, such as rack automation and laboratory data-as-a-service, without directly addressing the question of technological breakthroughs.
This may reflect the company's current emphasis on commercializing existing technologies rather than pursuing breakthrough innovations.
★ Commercialization brings cash flow first, avoid excessive spending!
🚩 Strategy for matching business capabilities with tools market:
The questioner is concerned about the company's financial performance and future development, as well as the impact of bird flu on the company's operations.
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2
Sheldon Yu
commented on
$Lexicon Pharmaceuticals (LXRX.US)$
What's going on? I know it's T1 Halt, but what information would halt a stock for a whole trading day? This better be good. Has anyone ever seen a stock halted for a whole trading day before?
What's going on? I know it's T1 Halt, but what information would halt a stock for a whole trading day? This better be good. Has anyone ever seen a stock halted for a whole trading day before?
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Sheldon Yu
liked
🔴 $Zenvia (ZENV.US)$ The company's future opportunities and challenges... 📌 Waiting for the timing to re-enter on a large scale, ⛳ the new round of additional positions target range $1.23-1.37, the chart is still to be improved, falling fast!!!
🎯 Opportunities:
🔺Zenvia Customer Cloud launch:
Zenvia Customer Cloud is a new platform launched by the company, aimed at integrating all products under the company to provide customers with a more complete and convenient experience. Initially focusing on new customers, it will gradually migrate existing customers. The platform has received positive feedback from customers and has shown good growth momentum in usage, retention, and cross-selling.
🔺AI applications:
Zenvia actively applies AI technology, developing a range of features including GenAI chatbots, sales and customer service tools, customer behavior analysis tools, etc. These features can help customers improve sales conversion rates, customer satisfaction, and operational efficiency. The launch of GenAI chatbots has been particularly successful, with customers able to create and launch chatbots in 6 minutes, with approximately 100 companies currently adopting them. In the future, the company will continue to explore the application of AI technology, such as analyzing customer historical transaction data to provide more personalized services.
🔺International market expansion:
Zenvia plans to expand its business beyond Brazil, focusing on Argentina and Mexico. These two...
🎯 Opportunities:
🔺Zenvia Customer Cloud launch:
Zenvia Customer Cloud is a new platform launched by the company, aimed at integrating all products under the company to provide customers with a more complete and convenient experience. Initially focusing on new customers, it will gradually migrate existing customers. The platform has received positive feedback from customers and has shown good growth momentum in usage, retention, and cross-selling.
🔺AI applications:
Zenvia actively applies AI technology, developing a range of features including GenAI chatbots, sales and customer service tools, customer behavior analysis tools, etc. These features can help customers improve sales conversion rates, customer satisfaction, and operational efficiency. The launch of GenAI chatbots has been particularly successful, with customers able to create and launch chatbots in 6 minutes, with approximately 100 companies currently adopting them. In the future, the company will continue to explore the application of AI technology, such as analyzing customer historical transaction data to provide more personalized services.
🔺International market expansion:
Zenvia plans to expand its business beyond Brazil, focusing on Argentina and Mexico. These two...
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Sheldon Yu OP : In addition, QSI has simply joined the cooperation enterprises that use the nvidia Clara computing platform. This can also be considered as collaborating with nvidia, but from a more substantial perspective, it is just a member or customer of the nvidia ecosystem. Meanwhile, being recognized as a nvidia preferred partner can enjoy corresponding convenient conditions and discounts, making it a win-win situation where both parties have marketing points to leverage.Nvidia ecosystem details: NVIDIA Clara