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“it looks like we might be in rate hike territory soon … not good for tech companies that have earnings forecasts that stretch out into the next decade.”
@TBPN
Sticky inflation and strong jobs tilt the Fed toward hikes, compressing long-duration tech valuations.
XYZ100SHORT@ $29,731.83
$28,019.88+5.76%
since call Jun 8
peak +8.0%
“we have plenty of capital, over $700 million on the balance sheet. And we grew and growing very nicely, 42% growth … we're trying to use the moment of a lot of excitement about planet and space genera”
@TBPN
Planet is compounding 42% growth with $700M cash and raising more dry powder while space is hot
PLLONG@ $31.74
$20.44-35.61%
since call Jun 8
82:54LONG
“I think this is very much a U.S. story. You can't bet against the United States. … it's quite concentrated, it's quite skewed.”
@TBPN
AI productivity gains accrue first to concentrated US mega-cap tech, lifting the Nasdaq-100 above global peers.
XYZ100LONG@ $29,540.64
$28,019.88-5.15%
since call Jun 8
peak +1.0%
93:31SHORT
“Lilly today is a $1 trillion company, right? … the issue really in biotech with gains of $100 trillion would be the patent cliff.”
@TBPN
Lilly's $1T value rests on tirzepatide, but the patent cliff caps it far short of a $100T dream
LLYSHORT@ $1,159.57
$1,134.42+2.17%
since call Jun 8
peak +2.3%
“they were able to double the median overall survival versus the standard of care chemotherapy … the new drug has actually fewer serious adverse events than chemotherapy”
@TBPN
Revolution Medicines drugged the undruggable RAS, doubling pancreatic cancer survival vs chemo
RVMDLONG@ $145.47
$189.58+30.32%
since call Jun 8
peak +30.3%
“this new drug is called Daratumumab … it's going to lay the kind of baseline of therapy in pancreatic cancer”
@TBPN
Tango's drug stacks on the new pancreatic standard and pushes survival even further
TNGXLONG@ $31.00
$27.58-11.02%
since call Jun 8
“the president signed a series of executive orders to speed up nuclear … one of the provisions in those orders called for 3 reactors to be turned on on American soil”
@TBPN
EO-fast-tracked microreactors are going critical, and every one needs TRISO fuel BWXT fabricates.
BWXTLONG@ $186.73
$169.98-8.97%
since call Jun 8
TIMESTAMPS
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93:31
103:04
104:27
148:28