Bios_n_Techs
@Bios_n_Techs
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Investor with bios & tech focus. Tweets are my opinions only and not investment advice. May have positions short or long term on stocks I tweet.
United States
Joined August 2012
Ron Baron on CNBC this morning on @elonmusk: โYou know, when you think about what he's doing, you talk about the pay package, and this is not like Rockefeller or like Carnegie or like Mellon or like Morgan, Ford, the great industrials who built this nation. This guy is like Da
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$NVDA MS โฌ๏ธPT 220 acceleration. expect something of a breakout quarter vs. recent trends. industry checks are showing material acceleration, as NVIDIA has fully resolved earlier issues with the racks, and demand has continued to surge. Growth bottlenecks are less on the NVIDIA
$NVDA | ๐๐๐๐๐๐ (NVDA): KeyBanc reiterates ๐๐ฏ๐๐ซ๐ฐ๐๐ข๐ ๐ก๐ญ, ๐๐ ๐๐ญ $๐๐๐ โ sees ๐๐๐๐๐ ๐ซ๐๐๐ค ๐ซ๐๐๐จ๐ฏ๐๐ซ๐ฒ ๐๐ง๐ ๐๐จ๐ฉ๐ฉ๐๐ซ ๐ฌ๐ก๐ข๐ฉ๐ฆ๐๐ง๐ญ๐ฌ ๐๐ซ๐ข๐ฏ๐ข๐ง๐ ๐ฎ๐ฉ๐ฌ๐ข๐๐ Analyst expects strong F3Q results and higher F4Q guide as GB300 and Hopper
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$OSCR Added. Likely the worst scenario is baked in with this pullback.
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Great news. Pazdur to head @US_FDA CDER https://t.co/Cec82R5tTE $XBI $IBB $BBC
statnews.com
Pazdur is a longtime FDA staffer and founded the agency's cancer therapy division
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Rick Pazdur moving over to take the reins of CDER is a VERY BIG DEAL for the FDA. It may also be the trigger for more change.
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AMD CEO LISA SU: AMD SEES DATA CENTER TOTAL MARKET WILL GROW TO $1 TRILLION BY 2030
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Come on ๐บ๐ธ๐บ๐ธ๐บ๐ธ weโre better then this - Also salute all veterans past and present thank you for your services on #veteranasday ๐บ๐ธ๐บ๐ธ๐บ๐ธ
AIR TRAFFIC CONTROLLERS MISS SECOND FULL PAYCHECK Air traffic controllers will miss their second full paycheck on Tuesday due to the ongoing shutdown. Many are struggling financially, with staffing shortages reported at 18 facilities. Federal law requires back pay once the
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@ScottJenningsKY And now Americans will lose their healthcare, or their premiums will be out of reach. If you have pre-existing medical conditions no more healthcare and these maga morons will watch you die for their party.
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$BBIO first report of clinical benefit of this magnitude observed in this high-risk population with significant unmet need - better drug then $PFE $ALNY ๐๐คทโโ๏ธ
$BBIO 59% risk reduction in ACM in the ATTR-CM variant population at Month 42 (p=0.032) compared to patients initially randomized to placebo in the ATTRibute-CM study โข69% risk reduction in ACM/ first CVH through Month 30 compared to placebo (p=0.016) and a 69% risk reduction in
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#jpm is a house of crooks. Let this be a lesson for retails. Unbelievable corruption by downgrading only to load cheaper. Crime indeed.
๐จ Loading up on a stock you downgraded is a crime that is no different to insider trading and should be treated as such. $IREN is expected to generate $4 to $5B in revenue in 2026 compared to $501M in 2025. Yet, JP Morgan is practicing FUD against $IREN in the most bizarre
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๐จ Loading up on a stock you downgraded is a crime that is no different to insider trading and should be treated as such. $IREN is expected to generate $4 to $5B in revenue in 2026 compared to $501M in 2025. Yet, JP Morgan is practicing FUD against $IREN in the most bizarre
๐จBREAKING: JP MORGAN INCREASES ITS $IREN STAKE BY 2646% OWNING 645,741 SHARES AS OF Q3 FILING.
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$PFE will acquire $MTSR for up to $86.25/share - $65.60/share in cash plus a CVR for up to $20.65/share in cash. $NVO $VKTX
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๐จBREAKING๐จ $IREN CEO DAN ROBERTS โTHERE IS APPETITE FROM A NUMBER OF PARTIES IN DISCUSSING CLOUD AND OTHER SERVICES WELL ABOVE 200MW.โ ๐ฅ๐ฅ๐ฅ๐ฅ๐ฅ๐ฅ๐ฅ $MSFT deal is just the appetizers!
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Hereโs what I think will happen in NYC under Mahdami. The free buses and government grocery stores wonโt happen, they never do. They sound good during campaigns, but collapse under basic math. You canโt run a city on ideas that cost billions and produce no revenue. The only way
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Great timing with holidays coming up fast. Still wonโt be serious enough for the folks at Congress to get a deal done.
FAA to cut flights by 10% at 40 major airports due to government #shutdown
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Amazon $AMZN CEO Andy Jassy: โWeโre now double the power capacity that AWS was in 2022, and we're on track to double again by 2027. โฆ You're going to see us continue to be very aggressive in investing in capacity because we see the demand. As fast as we're adding capacity
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If $MTSR is acquired by $NVO whatโs $PFE gonna do Regardless of your position or opinion I believe $VKTX remains the only viable option left in the obesity franchise to be acquired or partnered with keeping in mind how far they are ahead in the obesity development $GPCR could
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$DUOL Over reaction post ER sell off. Added in low 210โs. Stock shouldnโt be down so much.
*DUOLINGO 3Q REV. $271.7M, EST. $260.3M Daily active users 50.5 million, +36% y/y, estimate 50.73 million Paid subscribers 11.5 million, +34% y/y, estimate 11.44 million Adjusted Ebitda $80.0 million, +68% y/y, estimate $72.2 million $DUOL
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$CYTK Interactions with FDA Progressing Towards December 26, 2025 PDUFA Date for Aficamten; U.S. Commercial Launch Preparations on Track Ex-U.S. Regulatory Reviews of Aficamten Ongoing in China and E.U. ~$1.25 Billion in Cash, Cash
ir.cytokinetics.com
Interactions with FDA Progressing Towards December 26, 2025 PDUFA Date for Aficamten; U.S. Commercial Launch Preparations on Track Ex-U.S. Regulatory Reviews of Aficamten Ongoing in China and E.U....
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