社区

$NVIDIA Corp(NVDA)$ Nvidia is a GPU company Just like Peloton is a Treadmill company. Most of Nvidia's revenue comes from high priced GPU's. Once they start SLASHing prices to keep marketshare, it will be all over. Just like Peloton.

$Moderna, Inc.(MRNA)$ All you bagholders will be very sorry you didn’t escape this mess. So many good stocks out there right now at good entry points. Moderna is doomed, it will take decades to prove the safety for this new gene therapy. It truly has not been very effective, don’t deny the facts.

$Alibaba(BABA)$ Goldman Sacks view on Baba ““In the interim we expect the aggressive buybacks to continue and the investment portfolio to be revisited, and believe the negatives have been priced,” they added. “We are optimistic that Alibaba can expand total addressable market and drive continuous value-add for merchants and consumers in the long run driven by three strategic pillars.”It can not get lower.Just buy more.

$Cassava Sciences Inc(SAVA)$ Facts that Destroy Shorts:1. SavaDx being used as an unvalidated biomarker diagnostic in CMS and Phase 3 trials.2. Yale replicating binding of simufilam to FLNA by screening other molecules for FLNA binding affinity.3. Yale showing FLNA conformational activity in a publication supporting Sava’s altered FLNA observation.4. Yale showing correlation of FLNA in AD in mouse model.5. Phase 3 currently recruiting and dosing.6. Using the Shorts theoretical DPM equation using the correct 0.1 mg of protein instead of the incorrect 0.1 ug used by shorts (consistent with other Sava assays) giving the correct theoretical 47,000 DPMs and confirming femtomolar binding of simufilam to FLNA…thank you shorts 😂.7. Safety and clinical effica

$Amazon.com(AMZN)$ AMZN is a wasted investment. It must split. I was checking the charts and I should have invested in MSFT or AAPL. Bezos and Jassy are greedy. They just think of themselves to profit vs. stockholders worth. They are just using you.$Microsoft(MSFT)$ $Apple(AAPL)$

$Square(SQ)$ If SQ has some significant upwards momentum in the next coming days that continues above the 195 resistance, I would expect a large movement up to or above 240 in coming weeks.That being said, this looks like a bearish consensus below 195.But also... market makers are sly dogs. When you think it looks bad, it typically bounces up! Goodluck all!

$Palantir Technologies Inc.(PLTR)$ To scale this partnership globally, Accenture Applied Intelligence is working with Palantir to build industry solutions and assets on Foundry. And we’re building an innovation center – the Accenture Palantir Studio – that’s home to 1,000+ specialists. They’re dedicated to designing and deploying new cutting-edge solutions.PLTR is worth to hold!

$Moderna, Inc.(MRNA)$ Even if we assume their management was good, mass manufacturing will be inherently more difficult for Novavax because they are using living cells to produce their vaccine meaning that a purification step is required and QC of the final product will be challenging. The vaccine itself as a prime is good on par with the mRNA vaccines but it is inferior to mRNA vaccines when used as boosters. Considering that most in the developed world already got their prime, this point is particularly inconvenient for their investors although they may ride on some short term SP catalysts.$Novavax(NVAX)$

$Altimeter Growth Corp.(AGC)$ seems to me that the same person or group pushing up the price is the same pushing it down. Because there are few buyers / low momentum right now. Someone mentioned 3.5 billion grab shares after merger. Can anyone post that info pls? So does that mean the company valuation divided by the number of shares? 39 billion (valuation) divided by 3.5 billion shares is around 11? Someone educate me pls. Thanks. I think the pump will come after the merger. Just my opinion. Not research based.

$Altamira Therapeutics Ltd.(CYTO)$ Picked up 10k shares to hold long term and ready to buy 20k more if it happens to go lower this week. All for a long term play. In at 2.29