the market: stocks, bonds, options, whatever

[Shady's Fox]

he could get some metal value due to ddr2 having more gold than ddr3 or 4/5

 

[thujone]

going long

 

[thujone]

@Electrum1 heard anything about IOVA?

 

[Electrum1]

@Electrum1 heard anything about IOVA?

I just went and looked at their pipeline for the first time in years. I try to stay away from cancer biotechs and that's their entire pipeline. They're burning a lot of cash every quarter too, and if those other trials go well then they can expand their market for their already approved drug while lowering their cash burn once more trials conclude, but the total addressable market probably still won't be large enough for them to ever bring in a ~billion a year in revenue at a profit. Too high of a risk of a ton of dilution without a clear path to becoming profitable

 

[Electrum1]

A lot of cancer trials sound great and have good data but when you look up the total addressable market it's like 20,000 people max or something, so unless it costs like $1M per patient the potential blockbuster growth just isn't there over the next decade

 

[thujone]

top DD man cheers

what if TAM increases from mrna jabs?

they could also use more jabs as a customer funnel to increase TAM

 

[thujone]

i really like how AMZN looks right now, strong EPS growth and relatively low PE, strong moat, and price was hammered down to a nice $230...

 

[Electrum1]

Nasty looking wick on the monthly candlestick

 

[thujone]

liquidation sale

 

[thujone]

intense market gyrations today

semis roared

 

[thujone]

Watch CVX (Chevron) and XOM (Exxon) at premarket

Chevron already has operations in Venezuela
Exxon will enter the market

 

[Electrum1]

Guess I should just wait to short SLV again until it completes a self-fulfilling prophecy of $100/oz

Funny to see a bunch of the crypto shitcoin accounts jumping on board now and saying things like "you'll never see under $100 silver again"

 

[thujone]

i just want to gtfo of silver already

 

[thujone]

SPX cooked today

thinking about doing SMCI calls again, $30 seems to be a pretty steady floor

 

[Electrum1]

I forgot about them. Gotta read up on whatever happened with their accounting

 

[Electrum1]

NVDA has questionable accounting too

 

[thujone]

hence calls not buying shares

 

[Jnowhere]

it's funny how all the people saying silver is valuable as an industrial metal just keep theirs in a lock box hoping for hyperinflation

Yeah, and they will have money and you won't.

 

[thujone]

if the world ends i'll pay for shit with the 308

 

[ions]

will work for gold.