BGC Priv Journal
ppl laugh whenever i say im bullish moodeng, but look at that chart bro. things can change quick, if u trade moodeng u know how violent it is, rly think its one of those coins that can just go god mode out of no where in like 2 candles don't doubt theres…
i blame all of this on moodeng
🤣1
monad kind of giving off canton vibes. also notice it regularly showing strength
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
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
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
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
❤1
BGC Priv Journal
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…
ya fk nvo lol Eurapean managment's don't know how to communicate
❤2👍1
BGC Priv Journal
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
đź‘Ť1
BofA upgraded Murata this a.m. (OTC:MRAAY)
The chart looks interesting af. I remember playing this name during the EV boom 2019-2021, their MLCC ceramic capaciters started to ramp bc more of them were needed in electric engines vs. gas engines. IG the a similar story is playing out in DC servers rn.
The chart looks interesting af.
The chart looks interesting af. I remember playing this name during the EV boom 2019-2021, their MLCC ceramic capaciters started to ramp bc more of them were needed in electric engines vs. gas engines. IG the a similar story is playing out in DC servers rn.
The chart looks interesting af.
BGC Priv Journal
BofA upgraded Murata this a.m. (OTC:MRAAY) The chart looks interesting af. I remember playing this name during the EV boom 2019-2021, their MLCC ceramic capaciters started to ramp bc more of them were needed in electric engines vs. gas engines. IG the a…
The BofA Note: "UPGRADE MURATA TO BUY. NEXT AI PLAY. Murata is gaining notable traction among US investors as a leading Japan AI hardware play. Kubota analyst upgraded Murata to Buy and PO hike to ¥4,500, anchored by its clear technological leadership in high‑capacitance MLCCs for AI data‑center servers. Kubota highlights that Murata’s MLCC orders surged +29% YoY, far outpacing peers, as AI servers require an order‑of‑magnitude more MLCC content (20,000–25,000 units per server today, potentially exceeding 30,000 per unit in next‑gen GPU platforms). This is driving structural volume growth and margin expansion, positioning MLCCs—not smartphones—as Murata’s next multi‑year earnings engine. The investment case increasingly centers on the AI server build‑out, where Murata’s ability to mass‑produce ultra‑thin, high‑layer capacitors gives it a defensible competitive moat and makes the stock one of the most compelling Japan beneficiaries of global AI capex. As a relative short candidate, Taiyo Yuden remains structurally weaker, with improving MLCC orders but continued profitability challenges, lagging margins, and a reiterated Underperform despite a small PO increase—highlighting its widening gap vs. Murata in the AI server cycle."