BGC Priv Journal
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Thinking Outloud
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BGC Priv Journal
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alot starting to break up out that "boot" pattern/wedge
anyone know y pippin is mooning - just binance crime coin of the month or something else?
palladium looks wild
monad kind of giving off canton vibes. also notice it regularly showing strength
i cursed it ^_^
was looking through alts, most of them look like the above.

The current bounce broke their *post 10/10 down trending structure (defined by rsi/ma's) on this current bounce. During the pullback, a lot retested mid-ranges and rsi pull back to retest the "breakout".

lets see if it holds goin forward
pump low key looks rly good
I rly like NVO - break up was the new that their oral product was approved. They've been moving incrementally surprising analysts with their speed to production.

I'm not a healthcare expert but oral massively expands GLP TAM IMO. LLY will have one at some point ofc, but nvo being first to market gives it room for these catalysts to give incremental upside before lly comes to market (even when they do there's room for both imo).

Its also very under-owned compared to LLY, LO's probably start to OW incrementally bc having a "defensive" position w/growth catalysts is an attractive bet to have in the port rn. At the same time, HF's probably unwinding the Long LLY / Short NVO trade boosting the stock a bit more

healthcare, so defensive positioning + growth catalyst and 2.8% yield to wait.

NFA DYODD
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ya fk nvo lol Eurapean managment's don't know how to communicate
All he had to do was talk about how the pill's increase the TAM. analysts ask about current sales, divert and talk about the TAM. Make analysts extrapolate growth into ur TAM estimate vs. focused on current numbers. but instead he's just like "i know sales set to fall short term, just trust me bro" lmfao
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