Trading Wars

These AI companies are shaping the futur,some r household names, others are hidden gems. Which 1 do u think will lead the next wave of innovation? 🚀

#OpenAI #Anthropic #ScaleAI #Google #Meta #Cohere #AI21Labs #StabilityAI #xAI #Microsoft #Amazon #CharacterAI #ElevenLabs #InflectionAI #PerplexityAI

Additionally, Pfizer has yet to announce the Fabry deal, which is anticipated to be a key driver for stock movement. An announcement is expected by the end of January, potentially influencing investor sentiment.

If Pfizer presents new and improved data at ASH (different from what was shared at previous conferences), the stock price could see an upward move.
If the data presented aligns with earlier results, the stock may experience a short-term dip.

While a specific FDA submission date is pending, further analysis of the data is ongoing, with results set to be presented at ASH and other upcoming medical conferences.

Looking ahead to next week, two possible outcomes could impact the stock:

Today marks the final trading session before the ASH conference begins. Pfizer has announced positive phase 3 results from the AFFINE study of Girfit. The company plans to engage with regulatory authorities before formally submitting for approval.

$RDDT to $200 soon

AVGO went 100-> 1000

Coin into SPX

• Zinsner highlighted that the Chips Act grant is an “ironclad agreement.”
• He also noted that Intel’s next CEO will prioritize manufacturing and product expertise. #intel #mchp #asml

Intel Update:
• Intel has appointed Microchip CEO Steve Sanghi and former ASML CEO Eric Meurice to its board of directors.

• Co-CFO David Zinsner reaffirmed Intel’s Q3 guidance and emphasized its core strategy, including transforming Intel into a “world-class foundry.”

$SGMO $BLUE $VRTX

$NVDA $HPE $TSM

AI transcends NVIDIA, but NVIDIA is the root of this mighty AI tree—just beginning to push through the soil into a limitless sky.

$PFE is hiring for hemophilia in Japan. In France health professionals can contact PFE about $SGMO girfit. Hoping for PFE to file $SGMO GT next 16 days.
I think this is enough to tell a story.

Can it go to 1000% ?

market is a time bomb now

Not just Meta but all big tech will have huge energy demand requirements to run the AI data centers. What stocks can be directly impacted by this ?

Semiconductors forecast for 2025 . Next year is looking even more bullish

Looks like $SGMO might be getting fabry deal from $PFE for hemA milestone

$PLTR well on its way to $200 in couple of years.

CEO Arkady Volozh is the real deal. $NVDA's investment was not out of the blue, they have known the company for a decade and were waiting for complete divesture. So much optionality in so many

Citron pounding the table that $NBIS is poised to be the next Al Wall Street darling. A sleeper with no analyst coverage yet, the market hasn't caught on to its massive potential-or its undervaluation vs.
CoreWeave. If it trades at a 50% discount to Coreweave multiple that puts $NBIS at $60

This has been up to $42 since my post

Next 2 weeks news to watch:

1. TSM monthly earns, bc this will tell us the # of Blackwell orders for NVDA
2. Pfizer present their study at ASH meeting for AFFINE trial SGMO
3. DE court date 4 $SGMO
4.Pfizer will present gene therapy hemophilia $SGMO 🤝

What stock I should talk about next ?

Big next couple of weeks for $SGMO

$TSM doing its thing this morning