• LAVA Moderator: streaM Freak

the market: stocks, bonds, options, whatever

Reallocated gains into 8 new biotech stocks

I have a feeling that with this whole otherworldly phenomenon surfacing, regenerative medicine and affordable electromagnetic image scanning may pop in the next years. But very risky, because a total hunch.

Seriously, who can afford an MRI these days anyway. And I know we have regenerative tech.. we can clone things but not yet have mainstream regeneration? I call bullshit.
 
biotech is pretty risky, a lot of promising trials never end up leading to a product, seems hard to get a good idea of what might really hit big in terms of profit

the AI trade is still going strong but there could be some turbulence coming up, if it turns into a healthy pullback i'm going to buy calls on all the things
 
You gotta buy into trials that could be the next thing in areas that have a large TAM. Fat related stuff, diabetes, etc. Herpes, Hep, inflammations. Sure if you hit an oncology trial then you make a bunch, but cancer drug trials are super risky to invest in. You can invest in the hardware like diagnostic equipment but that's not really biotech imo
 
Most biotech trials do fail tho. You can mostly win by shorting companies under ~$500M market cap that posted good phase 3 data but haven't had their PDUFA date with the FDA
 
I didn't know about all that so it's good to hear your guys perspective.

I'm mostly thinking what specific tech think is not yet mainstream but soon (year or two or three) may be - I won't change my mind. And throwing 50 bucks on them (specific ones). Not really monitoring them until they multiply. And yes, most will not.

Did the same thing with aerospace / defence last winter/spring. Some did like 5x, but I think regenerative med and electromagnetic + portable image scanning will do more than 5x, but it probably will take a lot longer. Because, like you mentioned there are stages and trials.
 
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ChatGPT told me that it is possible for the market to continue growing exponentially if the growth and spending keep moving in that direction.

So it could be possible with for example AI, to just make many sectors more efficient and available for people to use.

Make me look stupid and debate that: Go.
 
the problem with this so called growth (cancer is a growth) and spending is that the purchasing power of the dollar is much lower than before 1913 (advent of the Fed).
Saw a report that Trump wants his face on a 250 dollar bill. Which is only worth 7 dollars and change dating back before the Federal Reserve existed.
 
It's not that things are gaining value. It's that the dollar is losing value.
In biblical times you could buy roughly 400 loaves of bread with an ounce of gold. and that generally still holds true.
 
yeah, returns in S&P 500 now are driven largely by expansion of M2. Every time they dump more money into the economy, stock market goes up, but purchasing power is eroded.

that is why it's worth being a degenerate gambler and trying to grab some of the growing pie, because so much of it is being pumped into the stock market. buy the winners when they're on a slight discount and try to secure gains periodically so you don't end up a bagholder.
 
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