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The Few Bets That Matter
$NVO Wegovy pill data continues to look positive.
The thesis that pills would be a major hit given many patients refuse injections seems validated, with ~36% of patients completely new to GLP-1s.
$NVO also plans to raise the price of Wegovy pills from $149 to $199 in April.
That should help growth, although it’s fair to assume this hike was already priced into recent guidance and a study shows that many injectable patients would switch to pills once their reserves empty, which would reduce growth as the injections are slightly more expensive than the pills.
It’s hard to be very optimistic on the stock short term given that guidance. But data remain very strong.
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$NVO Wegovy pill data continues to look positive.
The thesis that pills would be a major hit given many patients refuse injections seems validated, with ~36% of patients completely new to GLP-1s.
$NVO also plans to raise the price of Wegovy pills from $149 to $199 in April.
That should help growth, although it’s fair to assume this hike was already priced into recent guidance and a study shows that many injectable patients would switch to pills once their reserves empty, which would reduce growth as the injections are slightly more expensive than the pills.
It’s hard to be very optimistic on the stock short term given that guidance. But data remain very strong.
$NVO is back in the $50s.
Look at that. Who could have guessed.
The market always rewards patience; either by giving you liquidity at key levels or by giving you time to change your mind on what could have been a terrible trade.
I took shit for not buying the downtrend.
I took shit when the stock bounced.
And I will still end up with a better average price than the DCA crowd.
Taking shit is often a sign you’re doing something right on social media.
https://t.co/PmRyeSq4cp tweet
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Quiver Quantitative
JUST IN: Senator John Hickenlooper has said that he did not personally make this trade.
He said that his stock portfolio is managed without his involvement.
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JUST IN: Senator John Hickenlooper has said that he did not personally make this trade.
He said that his stock portfolio is managed without his involvement.
BREAKING: Senator John Hickenlooper filed a purchase of up to $100,000 of stock in Eaton Corporation.
Eaton is a power management company.
Hickenlooper sits on the Senate Committee on Energy.
We'll be keeping an eye on $ETN. https://t.co/S1l1yDnQCF tweet
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The Few Bets That Matter
$DUOL is now trading at ~5x sales and ~14x earnings.
I know the narrative: AI could disrupt the service.
But imagine it doesn’t, and imagine $DUOL guides to >20% growth for FY26.
At these multiples, that’s not exactly expensive, although we shouldn't make the mistake of thinking it is cheap as some peers trade at comparable multiples with 20% growth - $APP & $SPOT come to mind.
I don’t touch downtrends.
But it’s fair to question this one.
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$DUOL is now trading at ~5x sales and ~14x earnings.
I know the narrative: AI could disrupt the service.
But imagine it doesn’t, and imagine $DUOL guides to >20% growth for FY26.
At these multiples, that’s not exactly expensive, although we shouldn't make the mistake of thinking it is cheap as some peers trade at comparable multiples with 20% growth - $APP & $SPOT come to mind.
I don’t touch downtrends.
But it’s fair to question this one.
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Javier Blas
CHART OF THE DAY: The cost of US ground beef keeps rising, reaching in January almost $6.7 per pound. That makes for an expensive hamburger. 🍔🥩🐄
While President Trump has seen the price of other foodstuff drop (eggs, for example), all suggest that beef prices may still high. https://t.co/ZcW1vFH1Ca
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CHART OF THE DAY: The cost of US ground beef keeps rising, reaching in January almost $6.7 per pound. That makes for an expensive hamburger. 🍔🥩🐄
While President Trump has seen the price of other foodstuff drop (eggs, for example), all suggest that beef prices may still high. https://t.co/ZcW1vFH1Ca
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Quiver Quantitative
JUST IN: Representatives Mark Pocan and Andy Biggs have introduced legislation which would cut the Pentagon's budget if it does not achieve a clean audit.
The Defense Department has failed 8 consecutive audits. https://t.co/v2TFt7X0Xt
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JUST IN: Representatives Mark Pocan and Andy Biggs have introduced legislation which would cut the Pentagon's budget if it does not achieve a clean audit.
The Defense Department has failed 8 consecutive audits. https://t.co/v2TFt7X0Xt
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Brady Long
RT @bigaiguy: If this existed like 10 years ago my Grandpa never would have beaten me in Gin🤔
Insane. See for yourself on Hugging Face https://t.co/yDVUJ2lMp8
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RT @bigaiguy: If this existed like 10 years ago my Grandpa never would have beaten me in Gin🤔
Insane. See for yourself on Hugging Face https://t.co/yDVUJ2lMp8
MiniCPM-o 4.5: Seeing, Listening, and Speaking — All at Once. 👁️👂🗣️
✨Beyond traditional turn-taking, we’ve built a Native Full-Duplex engine that allows a 9B model to see, listen, and speak in one concurrent, non-blocking stream.
Watch how it masters real-world complexity in real-time:
🔔 Proactive Auditory Interaction: Interrupts itself to alert you when it hears a "Ding!" while reading cards.
🎨 Temporal Flow Tracking: Follows your pen in real-time, narrating and "mind-reading" your drawing as you sketch.
🍎 Omni-Perception: Scans groceries & identifies prices on the fly.
✨Why it’s a category-leader:
📌Performance: Surpasses GPT-4o and Gemini 2.0 Pro on OpenCompass (Avg. 77.6).
📌Architecture: End-to-end fusion of SigLip2, Whisper, and CosyVoice2 on a Qwen3-8B base.
📌Efficiency: Full-duplex live streaming now runs locally on PCs via llama.cpp-omni.
The era of "Wait-and-Response" AI is over. Proactive, real-time intelligence is now open-source.
🚀Experience it on Hugging Face: 🔗https://t.co/KzzgiGYhVr
#MiniCPM #Omnimodal #FullDuplex #EdgeAI #OpenSource #ComputerVision tweet