I bought $Advanced Micro Devices(AMD.US$ at $60.
I bought $NVIDIA(NVDA.US$ a pull back to $760.
I bought $Taiwan Semiconductor(TSM.US$ at $85 amid invasion fears.
I have very low cost bases in very expensive stocks.
I can afford to hold through downturns.
How did I do that?
Buy quality when everbody escapes in fear. Simple.
I bought $NVIDIA(NVDA.US$ a pull back to $760.
I bought $Taiwan Semiconductor(TSM.US$ at $85 amid invasion fears.
I have very low cost bases in very expensive stocks.
I can afford to hold through downturns.
How did I do that?
Buy quality when everbody escapes in fear. Simple.
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After the split I think $NVIDIA(NVDA.US$ will not only be #1 company, surpassing MSFT, but also will be incorporated into Dow Jones. Which means brokerages who do not own it would have to buy into it. Stock will probably go to 160 per share (post split) and retrace to 140 after integration. Hope I am right, next month will tell.
6
$Broadcom(AVGO.US$ $Alphabet-A(GOOGL.US$
JPMorgan: "We estimate that Google will drive $8B+ of TPU chipset revenues for Broadcom this year, up from $3.5B last year….and has a pipeline to $10B+ in CY25."
For context, $Broadcom(AVGO.US$ is guiding for FY24 chip segment revenue to be around $30B and for total revenue of ~$50B. So $Alphabet-C(GOOG.US$ might account for more than a quarter of their semi revenue and more than 15% of their total revenue this year.
JPMorgan: "We estimate that Google will drive $8B+ of TPU chipset revenues for Broadcom this year, up from $3.5B last year….and has a pipeline to $10B+ in CY25."
For context, $Broadcom(AVGO.US$ is guiding for FY24 chip segment revenue to be around $30B and for total revenue of ~$50B. So $Alphabet-C(GOOG.US$ might account for more than a quarter of their semi revenue and more than 15% of their total revenue this year.
2
$Viking Therapeutics(VKTX.US$ yes company very cheap considering how much total market valuations the other three companies have achieved from just GLP-1 market (Obesity) contribution alone
$Eli Lilly and Co(LLY.US$ easily 400+ Billion valuation from Obesity drug
$Novo-Nordisk A/S(NVO.US$ 50-100 Billion if not wrong
$Amgen(AMGN.US$ 20+ Billion on no data yet
$Eli Lilly and Co(LLY.US$ easily 400+ Billion valuation from Obesity drug
$Novo-Nordisk A/S(NVO.US$ 50-100 Billion if not wrong
$Amgen(AMGN.US$ 20+ Billion on no data yet
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2
NY Fed:
April one-year ahead expected inflation is 3.3%, versus March's 3%.
April three-year ahead expected inflation is 2.8%, versus March's 2.9%.
April five-year ahead expected inflation is 2.8%, versus March's 2.6%.
April year ahead expected home price climb is 3.3%, versus March's 3%.
Year-ahead expected home price climb is the highest since July 2022.
Respondents forecast higher future prices for food, rent, medical care, and gasoline.
Expected future spending levels are on the rise.
$Nasdaq Composite Index(.IXIC.US$ $S&P 500 Index(.SPX.US$ $SPDR S&P 500 ETF(SPY.US$
April one-year ahead expected inflation is 3.3%, versus March's 3%.
April three-year ahead expected inflation is 2.8%, versus March's 2.9%.
April five-year ahead expected inflation is 2.8%, versus March's 2.6%.
April year ahead expected home price climb is 3.3%, versus March's 3%.
Year-ahead expected home price climb is the highest since July 2022.
Respondents forecast higher future prices for food, rent, medical care, and gasoline.
Expected future spending levels are on the rise.
$Nasdaq Composite Index(.IXIC.US$ $S&P 500 Index(.SPX.US$ $SPDR S&P 500 ETF(SPY.US$
3
Short Interest of Life Sciences Companies at a High Point.
Interesting list of name for the incoming CPI..
$Novavax(NVAX.US$ $SPDR S&P Biotech ETF(XBI.US$ $S&P 500 Index(.SPX.US$
Interesting list of name for the incoming CPI..
$Novavax(NVAX.US$ $SPDR S&P Biotech ETF(XBI.US$ $S&P 500 Index(.SPX.US$
3
No megadeals in biotech so far this yr, but on track for record amount >$1 bil deals,
2 biggest deals this yr:
$Vertex Pharmaceuticals(VRTX.US$ paid $4.9 bil for $Alpine Immune(ALPN.US$
$Gilead Sciences(GILD.US$ paid $4.3 bil for $CBAY
Bolt-on deals likely to continue to be the dominant story in 2024, which means we could also see more of this trend...
Last yr 84% of M&A deal dollars were for Biotechs w/ Phase 3 & Marketed assets,
In the first four months of 2024 56% of M&A deal dollar went towards P...
2 biggest deals this yr:
$Vertex Pharmaceuticals(VRTX.US$ paid $4.9 bil for $Alpine Immune(ALPN.US$
$Gilead Sciences(GILD.US$ paid $4.3 bil for $CBAY
Bolt-on deals likely to continue to be the dominant story in 2024, which means we could also see more of this trend...
Last yr 84% of M&A deal dollars were for Biotechs w/ Phase 3 & Marketed assets,
In the first four months of 2024 56% of M&A deal dollar went towards P...
6
Top 10 drug companies raked in NEARLY TRIPLE the revenue in 2023 ($491B) vs 2013 ($165B) 2013 vs. 2023.
$AbbVie(ABBV.US$ +189%
$Bristol-Myers Squibb(BMY.US$ +175%
$Johnson & Johnson(JNJ.US$ +95%
$AstraZeneca(AZN.US$ +78%
$NVM +45%
$Merck & Co(MRK.US$ +37%
$ROCHE HOLDING AG(RHHBY.US$ +27%
$Pfizer(PFE.US$ +13%
$GlaxoSmithKline(GSK.US$ +13%
----- $SPDR S&P 500 ETF(SPY.US$ +12% -----
$Sanofi(SNY.US$ +3%
Source: Arjun Murthy on the HR app!
$AbbVie(ABBV.US$ +189%
$Bristol-Myers Squibb(BMY.US$ +175%
$Johnson & Johnson(JNJ.US$ +95%
$AstraZeneca(AZN.US$ +78%
$NVM +45%
$Merck & Co(MRK.US$ +37%
$ROCHE HOLDING AG(RHHBY.US$ +27%
$Pfizer(PFE.US$ +13%
$GlaxoSmithKline(GSK.US$ +13%
----- $SPDR S&P 500 ETF(SPY.US$ +12% -----
$Sanofi(SNY.US$ +3%
Source: Arjun Murthy on the HR app!
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$Viking Therapeutics(VKTX.US$ $Novo-Nordisk A/S(NVO.US$ $Eli Lilly and Co(LLY.US$
Chart- show major competitors in obesity and subsequent weight loss over time
Pay attention to Duration in weeks
$Viking Therapeutics(VKTX.US$ best in class drug for obesity with best results (weight loss) in least amount of time vs other companies.
⬇️⬇️
Chart- show major competitors in obesity and subsequent weight loss over time
Pay attention to Duration in weeks
$Viking Therapeutics(VKTX.US$ best in class drug for obesity with best results (weight loss) in least amount of time vs other companies.
⬇️⬇️
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