10+ Yr. Pharma Boi (Oncology - Strategy and Analytics). Biotech Investor. Here to learn, discuss and share memez. DYODD. #Biotech #Oncology MetastaticJoined August 2022
$ORCL has $11B in cash, $105B in debt, generates $20B in cash from operations and is now FCF negative.
How is this all going to work exactly? ORCL has to buy the chips, take on more debt, while OpenAI has $10B in revenue but will spend $60B/yr in CapEx for five years. What?
My word @PabloTorre is on fire. He just provided the closest thing to a smoking gun against the Clippers. The NBA has to bring the hand of God down on them.
Check out @pablofindsout - amazing investigative journalism. Good to see that coming back
*PALIHAPITIYA-BACKED SPAC AMERICAN EXCEPTIONALISM FILES FOR IPO
it was a pleasure and an honor to trade the bull market with you all, stay safe until the next one 🫡
We are now putting gambling into video games.
Keep hiking rates.
Long $MSFT and short memecoins (when these degens start needing liquidity to pay debts to Father Satya)
We are now putting gambling into video games.
Keep hiking rates.
Long $MSFT and short memecoins (when these degens start needing liquidity to pay debts to Father Satya)
$PFE $MRK PADCEV Plus KEYTRUDA Significantly Improves Survival for Certain Patients with Bladder Cancer When Given Before and After Surgery businesswire.com/news/home/2025…
Rumours circulating that Charlie Munger has been buying stock in United Health $UNH nothing confirmed in stone yet but this could be the catalyst to spark a rally.
We are seeing consensus, and the media continues to misinterpret the macro regime we are in, as well as short-term positioning heading into FOMC
The FOMC meeting is likely to be a macro inflection point for liquidity that will reverberate across all markets🧵👇
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