Intellia Therapeutics Investment Thesis $NTLA I typically stick to investing in technology stocks, but $NTLA caught my attention because of its groundbreaking work with CRISPR technology. I'm not a biotech expert or enthusiast, but the potential here is so compelling that I…
Can’t lie $LMND openly supporting LGBTQ+ and the Israeli government’s actions are a big red flag.
Yessirrrr
Intellia Therapeutics Investment Thesis $NTLA I typically stick to investing in technology stocks, but $NTLA caught my attention because of its groundbreaking work with CRISPR technology. I'm not a biotech expert or enthusiast, but the potential here is so compelling that I…
Good day to remember we are still early: $NTLA
Intellia Therapeutics Investment Thesis $NTLA I typically stick to investing in technology stocks, but $NTLA caught my attention because of its groundbreaking work with CRISPR technology. I'm not a biotech expert or enthusiast, but the potential here is so compelling that I…
Let’s make it easy $AMD Conservative 2026: Revenues at $50B Margins at 20% Exit multiple 40x ~$400B MC Bullish 2026: Revenues at $60B Margins at 25% Exit multiple 40x ~$600B MC
Just some genuine questions about $PATH. 1) Regarding their RPA product(s), why haven’t they already automated much of their own company? I see ~4000 people at the company with ~$1.5B in revenue, this doesn’t seem that “automated”. 2) Management has stated no material impact to…
$AMD is about to do $50B in revenue next year with 20% margins, it’s trading at 25x on a forward basis.
Al though I think $GRAB and $HIMS are great companies with decent business models, I don't feel strongly about them as of now.
Is there any product that uses fine-tuned AI for technical analysis? Just curious
Other than $HOOD there is no fintech as compelling as $NU. People underestimate that in these rapidly advancing developing countries these tech companies will be their MAG7. $MELI and $GRAB are also very compelling investments which are in the fintech space as well.
People get so excited by these biotech companies coming up with new ideas and initiating phase 1 clinical trials. They base their whole thesis off them getting approval, highlighting everything that happens once they get approval but never addressing PoS. You discount most of…
AI, robotics, bitcoin, gene editing, and sustainable energy are going to change the next 10 years.
$NU is still an great growth story and still undervalued even after the run-up. Over the next 5 years, $NU will reach 200M users and ARPU a month will reach around $15. This means revenue could reach ~$36B and margins could be around ~30%. $NU should be $18-$22 today.
Biotech is un-investable. I see projections of 15-20% returns “if” they get approval for their respective drugs (analyst expectations). However, none of these biotech companies are really discounted for AI (lots of private companies doing interesting things) or gene editing…
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