Derek Chai
liked
$Johnson & Johnson (JNJ.US)$ was gonna do a put but have feeling it'll go up its the oxy maker can't ever go down
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Derek Chai
liked
Alibaba's sale of Bilibili shares aligns with their vocal intent to refocus on core business. Bilibili, facing competition and experiencing a sales decline, lies outside Alibaba's expertise.
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Derek Chai
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$Taiwan Semiconductor (TSM.US)$
My two biggest stocks are TSM and UNH. The positions are all 20%. Today's rise and fall.
I didn't notice any major events. Did TSMC have any major benefits? Am I missing out on anything? But it doesn't matter. If you want to do AI, whether you buy Nvidia, AMD, or develop your own chips, in the end, you don't always have to find TSMC to manufacture
Without TSMC, the AI industry would go directly to the streets; this is the real big brother. Instead, I think TSMC's rise is too conservative. However, I already have so many positions, so I don't plan to keep increasing my positions. Holding 20% of one stock is already quite aggressive.
$UnitedHealth (UNH.US)$ Here, it's down a bit again. The news side is hacker supply
It was so funny. Seems like serious consideration should be given to taking cybersecurity seriously
$Global X Cybersecurity ETF (BUG.US)$
I speculated on Panw for a short time last summer and ran after earning 10%. Looking back, I really wanted to break my thigh![]()
$Palo Alto Networks (PANW.US)$
But now that I think about cybersecurity, betting on one company is better than buying an industry ETF. To be a safe company, I'm most afraid that I won't be safe. If a company makes a bug and customers run away one after another, then it's over. But industry demand is here. Customers that run away from Company A will definitely go to Company B, but I don't...
My two biggest stocks are TSM and UNH. The positions are all 20%. Today's rise and fall.
I didn't notice any major events. Did TSMC have any major benefits? Am I missing out on anything? But it doesn't matter. If you want to do AI, whether you buy Nvidia, AMD, or develop your own chips, in the end, you don't always have to find TSMC to manufacture
$UnitedHealth (UNH.US)$ Here, it's down a bit again. The news side is hacker supply
$Global X Cybersecurity ETF (BUG.US)$
I speculated on Panw for a short time last summer and ran after earning 10%. Looking back, I really wanted to break my thigh
$Palo Alto Networks (PANW.US)$
But now that I think about cybersecurity, betting on one company is better than buying an industry ETF. To be a safe company, I'm most afraid that I won't be safe. If a company makes a bug and customers run away one after another, then it's over. But industry demand is here. Customers that run away from Company A will definitely go to Company B, but I don't...
Translated
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Derek Chai
liked
🎯 Ph 3 readouts in Q1 2024...
$Pfizer (PFE.US)$ Phase 3
$Palatin Technologies (PTN.US)$ Phase 3
$Annovis Bio (ANVS.US)$ Phase 3
$BioCardia (BCDA.US)$ Phase 3
$Atea Pharmaceuticals (AVIR.US)$ Phase 3
$Ironwood Pharmaceuticals (IRWD.US)$ Phase 3
$Alnylam Pharmaceuticals (ALNY.US)$ Phase 3
$Axsome Therapeutics (AXSM.US)$ Phase 3
$ $Novocure (NVCR.US)$ Phase 3
$ROCHE HOLDING AG (RHHBY.US)$ Phase 3
$FibroGen (FGEN.US)$ Phase 3
$ACADIA Pharmaceuticals (ACAD.US)$ Phase 3
$Sellas Life Sciences (SLS.US)$...
$Pfizer (PFE.US)$ Phase 3
$Palatin Technologies (PTN.US)$ Phase 3
$Annovis Bio (ANVS.US)$ Phase 3
$BioCardia (BCDA.US)$ Phase 3
$Atea Pharmaceuticals (AVIR.US)$ Phase 3
$Ironwood Pharmaceuticals (IRWD.US)$ Phase 3
$Alnylam Pharmaceuticals (ALNY.US)$ Phase 3
$Axsome Therapeutics (AXSM.US)$ Phase 3
$ $Novocure (NVCR.US)$ Phase 3
$ROCHE HOLDING AG (RHHBY.US)$ Phase 3
$FibroGen (FGEN.US)$ Phase 3
$ACADIA Pharmaceuticals (ACAD.US)$ Phase 3
$Sellas Life Sciences (SLS.US)$...
![Biotech Stock Catalyst Watchlist](https://ussnsimg.moomoo.com/feed_image/70042970/5443635fc08f3de3afca607a3e792efb.png/thumb)
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Derek Chai
voted
$Amazon (AMZN.US)$
Amazon has been relentlessly pursuing a healthcare operation for the past several years, with a pileup of failures to show for its efforts.
That was, at least, until the pandemic hit.
The global outbreak of COVID-19 was a eureka moment for the tech and ecommerce giant, which led to the more coordinated health operation the company is building out today.
That's according to four Amazon health chief medical officers who gathered toge...
Amazon has been relentlessly pursuing a healthcare operation for the past several years, with a pileup of failures to show for its efforts.
That was, at least, until the pandemic hit.
The global outbreak of COVID-19 was a eureka moment for the tech and ecommerce giant, which led to the more coordinated health operation the company is building out today.
That's according to four Amazon health chief medical officers who gathered toge...
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Derek Chai
liked
$SPDR S&P 500 ETF (SPY.US)$ 8:50 am Fed Gov. Lisa Cook
9:45 am S&P flash U.S. services PMI
9:45 am S&P flash U.S. manufacturing PMI
10:00 am Boston Fed President Collins
1:00 pm Minneapolis Fed President Neel Kashkari
1:00 pm San Francisco Fed President Mary Daly
$S&P 500 Index (.SPX.US)$ $Tesla (TSLA.US)$ $Advanced Micro Devices (AMD.US)$ $Alibaba (BABA.US)$
9:45 am S&P flash U.S. services PMI
9:45 am S&P flash U.S. manufacturing PMI
10:00 am Boston Fed President Collins
1:00 pm Minneapolis Fed President Neel Kashkari
1:00 pm San Francisco Fed President Mary Daly
$S&P 500 Index (.SPX.US)$ $Tesla (TSLA.US)$ $Advanced Micro Devices (AMD.US)$ $Alibaba (BABA.US)$
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