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Dalius - Special Sits
quite a development at $EPIX
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quite a development at $EPIX
$EPIX ups https://t.co/nXNKootKEp tweet
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Gainify
RT @TacticzH: 🚨JUST IN! - $NVO - Novo Nordisk about to cut 9000 roles🚨
But the big thing. They even further lowered their operating profit growth outlook to 4-10&. (this was already lowered to 10-16% earlier this year.
Novo Nordisk announced a major restructuring to streamline operations, speed up decision-making, and focus resources on growth in diabetes and obesity.
The plan includes cutting about 9,000 jobs globally (5,000 in Denmark) from its 78,400 workforce. The move responds to rising demand, growing competition in obesity treatments, and rising complexity from rapid scaling.
$NVO aims to reinvest savings into science, commercial capabilities, and manufacturing to better serve millions of untreated patients.
CEO Mike Doustdar on the plans:
“As the global leader in obesity and diabetes, Novo Nordisk delivers life-changing products for patients worldwide. But our markets are evolving, particularly in obesity, as it has become more competitive and consumer-
driven. Our company must evolve as well. This means instilling an increased performance-based culture, deploying our resources ever more effectively, and prioritising investment where it will have the most impact – behind our leading therapy areas.”
Novo hopes to save about DKK 8B (about $1.26B) by the end of 2026
The savings will be redirected to growth opportunities in diabetes and obesity, including commercial execution initiatives and R&D programmes
Shares drop 6% in AH trading.
My take
While this may be short-term bad news, I think it is the right decision for Novo. The workforce expanded drastically in the last years, and optimizing it is not a bad plan. The lower profit guidance growth warrants a sell-off today. But I still expect a recovery in the upcoming years.
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RT @TacticzH: 🚨JUST IN! - $NVO - Novo Nordisk about to cut 9000 roles🚨
But the big thing. They even further lowered their operating profit growth outlook to 4-10&. (this was already lowered to 10-16% earlier this year.
Novo Nordisk announced a major restructuring to streamline operations, speed up decision-making, and focus resources on growth in diabetes and obesity.
The plan includes cutting about 9,000 jobs globally (5,000 in Denmark) from its 78,400 workforce. The move responds to rising demand, growing competition in obesity treatments, and rising complexity from rapid scaling.
$NVO aims to reinvest savings into science, commercial capabilities, and manufacturing to better serve millions of untreated patients.
CEO Mike Doustdar on the plans:
“As the global leader in obesity and diabetes, Novo Nordisk delivers life-changing products for patients worldwide. But our markets are evolving, particularly in obesity, as it has become more competitive and consumer-
driven. Our company must evolve as well. This means instilling an increased performance-based culture, deploying our resources ever more effectively, and prioritising investment where it will have the most impact – behind our leading therapy areas.”
Novo hopes to save about DKK 8B (about $1.26B) by the end of 2026
The savings will be redirected to growth opportunities in diabetes and obesity, including commercial execution initiatives and R&D programmes
Shares drop 6% in AH trading.
My take
While this may be short-term bad news, I think it is the right decision for Novo. The workforce expanded drastically in the last years, and optimizing it is not a bad plan. The lower profit guidance growth warrants a sell-off today. But I still expect a recovery in the upcoming years.
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Gainify
RT @MikeZaccardi: The Mag 7 (not even including the beasts that are $AVGO and $ORCL) make up more than the next seven biggest countries in the ACWI @DuncanLamont2
And have the same weight as the next smallest 2136 cos https://t.co/xOod2ED5HW
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RT @MikeZaccardi: The Mag 7 (not even including the beasts that are $AVGO and $ORCL) make up more than the next seven biggest countries in the ACWI @DuncanLamont2
And have the same weight as the next smallest 2136 cos https://t.co/xOod2ED5HW
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Evan
Oracle $ORCL remaining performance obligations
$455 Billion - Q2 2025
$138B - Q1 2025
$99B - Q2 2024 https://t.co/3JnK5MzryV
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Oracle $ORCL remaining performance obligations
$455 Billion - Q2 2025
$138B - Q1 2025
$99B - Q2 2024 https://t.co/3JnK5MzryV
ORACLE $ORCL STOCK POPS MORE THAN 20% ON GROWTH PROJECTIONS EVEN AS EARNINGS MISS ESTIMATES
Oracle said in its earnings report that remaining performance obligations jumped 359% from a year earlier, indicating big growth prospects.
(Source CNBC) https://t.co/eirbwJd2fw tweet
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Gainify
RT @BourbonCap: The most beautiful thing about stocks is that they have corrections all the time, but most of the time people hardly notice. Sometimes a stock goes through multiple corrections in a single year, like $SNPS.
This is the third time this year the company has had a -20% correction, beautiful.
$SNPS is still a great company, and it’s becoming very attractive again.
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RT @BourbonCap: The most beautiful thing about stocks is that they have corrections all the time, but most of the time people hardly notice. Sometimes a stock goes through multiple corrections in a single year, like $SNPS.
This is the third time this year the company has had a -20% correction, beautiful.
$SNPS is still a great company, and it’s becoming very attractive again.
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Aadit Sheth
RT @basicprompts: This guy literally explains how to grow your brain like a muscle (in 4 mins) https://t.co/wXZnwAVkV8
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RT @basicprompts: This guy literally explains how to grow your brain like a muscle (in 4 mins) https://t.co/wXZnwAVkV8
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Aadit Sheth
Jeff Bezos literally dropped a billion-dollar lesson on one page https://t.co/wgHv3NNWC3
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Jeff Bezos literally dropped a billion-dollar lesson on one page https://t.co/wgHv3NNWC3
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Evan
Nothing better than a plan coming together
I am now up 50% on this 2x Robinhood play $ROBN https://t.co/hhUbnxSKqh
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Nothing better than a plan coming together
I am now up 50% on this 2x Robinhood play $ROBN https://t.co/hhUbnxSKqh
Preface to this post ... im stupid
Right now feels like as good of a time as any to get my hopes up that Robinhood $HOOD will get added to the S&P 500
Then we have the Robinhood Summit event on Tuesday where they will announce a bunch of new products
Plus I can use a product from StockMKTNewz partners Rex Shares who has a 2x Robinhood ETF which trades under the ticker $ROBN
Feels like a perfect storm
I bought 20 shares of the 2x Robinhood ETF at $53.83 per share ... I will report back at a future date (win or loss) tweet