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The Few Bets That Matter
$NVO traders look ready to take some profits.
Demand for the pill is clearly massive; around 20,300 prescriptions, up 361% week over week.
Weekly data is too short a window to draw conclusions, plus this remains the launching month, but it shows exactly what matters.
GLP-1 demand is huge. And pill demand is bigger than injectables, which isn’t surprising.
Still, $NVO hasn’t been able to push much higher. With more than ~20% since the pill approval, buyers might be a bit tired, although there doesn't seem to be any reason to be.
If we finally get that retest, I’ll be stepping in big. Hopefully sooner rather than later.
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$NVO traders look ready to take some profits.
Demand for the pill is clearly massive; around 20,300 prescriptions, up 361% week over week.
Weekly data is too short a window to draw conclusions, plus this remains the launching month, but it shows exactly what matters.
GLP-1 demand is huge. And pill demand is bigger than injectables, which isn’t surprising.
Still, $NVO hasn’t been able to push much higher. With more than ~20% since the pill approval, buyers might be a bit tired, although there doesn't seem to be any reason to be.
If we finally get that retest, I’ll be stepping in big. Hopefully sooner rather than later.
tweet
The Few Bets That Matter
The stocks I wouldn't be buying just yet... And why.
$NFLX
$ADBE
$DUOL
$MELI
$UBER
$META
$PYPL
$HIMS
Investing isn’t playing Pokémon; the goal isn’t to catch them all. It is to catch the great ones, the ones that can make a difference.
tweet
The stocks I wouldn't be buying just yet... And why.
$NFLX
$ADBE
$DUOL
$MELI
$UBER
$META
$PYPL
$HIMS
Investing isn’t playing Pokémon; the goal isn’t to catch them all. It is to catch the great ones, the ones that can make a difference.
https://t.co/gymKiwJpsu tweet
X (formerly Twitter)
The Few Bets That Matter (@WealthyReadings) on X
The FinX Darlings & Why Not to Buy Them
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God of Prompt
Midjourney Image Prompt Builder for Stunning Art
It streamlines creating amazing AI artwork.
• Build detailed prompts
• Optimize for results
• Generate in minutes
🔗 Click below to read more:
https://t.co/sJD1F33Ywc https://t.co/KM3G4XftgE
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Midjourney Image Prompt Builder for Stunning Art
It streamlines creating amazing AI artwork.
• Build detailed prompts
• Optimize for results
• Generate in minutes
🔗 Click below to read more:
https://t.co/sJD1F33Ywc https://t.co/KM3G4XftgE
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Offshore
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The Few Bets That Matter
$ALAB has been a pretty annoying stock lately.
The bull case hasn’t changed; compute optimization is one of the most important resources right now and that passes through dedicated hardware.
But the market hasn’t been cooperating.
That said, I like seeing the stock hold its daily averages even on selling days. Earning season has to push those higher, otherwise the next quarters will be tough.
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$ALAB has been a pretty annoying stock lately.
The bull case hasn’t changed; compute optimization is one of the most important resources right now and that passes through dedicated hardware.
But the market hasn’t been cooperating.
That said, I like seeing the stock hold its daily averages even on selling days. Earning season has to push those higher, otherwise the next quarters will be tough.
$ALAB is giving us all the signs it wants to explode.
"The next frontier isn’t “more GPUs”, it’s better use of the hardware we have and will have, both on software & hardware.
Hardware optimization is what $ALAB does."
This stock will be the next big AI winner, and no one speaks about it 👇 tweet
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Startup Archive
RT @perchdotapp: Bill Gates on how to remember everything you read
“If you read enough, there’s a similarity between things that makes it easy . . . If you have a broad framework, then you have a place to put everything.”
Gates gives science as an example:
“If you want to learn science, read the history and stories of scientists — about when they were confused and what tools or insights allowed them to make the progress they make — so you have the timeline or the map of the branches of science. Incremental knowledge is so much easier to maintain in a rich way . . . At first it is very daunting, but as you get the kind of scope, all these pieces fit in — you can say ‘Ok so this is where that belongs’ or ‘Does this contradict something I knew? I’d better look that up.’ It really bothers you when you read things and there’s some inconsistency.”
Chess is a good example of this principle, Gates explains:
“If you take a chess board and randomly place the pieces and ask a chess person to memorize it, they can’t do it because everything about chess positions is about the logic of how things developed. So if you show them a position that’s illogical or that you would never get to, their encoding system isn’t set up to absorb that.”
tweet
RT @perchdotapp: Bill Gates on how to remember everything you read
“If you read enough, there’s a similarity between things that makes it easy . . . If you have a broad framework, then you have a place to put everything.”
Gates gives science as an example:
“If you want to learn science, read the history and stories of scientists — about when they were confused and what tools or insights allowed them to make the progress they make — so you have the timeline or the map of the branches of science. Incremental knowledge is so much easier to maintain in a rich way . . . At first it is very daunting, but as you get the kind of scope, all these pieces fit in — you can say ‘Ok so this is where that belongs’ or ‘Does this contradict something I knew? I’d better look that up.’ It really bothers you when you read things and there’s some inconsistency.”
Chess is a good example of this principle, Gates explains:
“If you take a chess board and randomly place the pieces and ask a chess person to memorize it, they can’t do it because everything about chess positions is about the logic of how things developed. So if you show them a position that’s illogical or that you would never get to, their encoding system isn’t set up to absorb that.”
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God of Prompt
Interesting
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Interesting
We're always looking for ways to make Claude Code simpler. Would love to hear how you're using these new capabilities in Skills. tweet
X (formerly Twitter)
Boris Cherny (@bcherny) on X
We're always looking for ways to make Claude Code simpler. Would love to hear how you're using these new capabilities in Skills.
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God of Prompt
RT @godofprompt: R.I.P basic RAG ☠️
Graph-enhanced retrieval is the new king.
OpenAI, Anthropic, and Microsoft engineers don't build RAG systems like everyone else.
They build knowledge graphs first.
Here are 7 ways to use graph RAG instead of vector search: https://t.co/2T9q3IaRPB
tweet
RT @godofprompt: R.I.P basic RAG ☠️
Graph-enhanced retrieval is the new king.
OpenAI, Anthropic, and Microsoft engineers don't build RAG systems like everyone else.
They build knowledge graphs first.
Here are 7 ways to use graph RAG instead of vector search: https://t.co/2T9q3IaRPB
tweet
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