Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
TSLA - FSD always on the horizon. It is now a tired sales pitch. IMO TSLA doesn't get there with current generation hardware and the lack of Lidar. Lidar gets smaller and cheaper way faster than batteries and cars with that will be safer than those without.
https://www.bloomberg.com/news/articles/2022-02-14/tesla-may-be-losing-faith-in-how-soon-self-driving-will-arrive
That's interesting. Can you provide an example?
FB has no economic value to me personally. IMO they can disappear and the world won't miss a beat. GOOG otoh I would miss dearly. MuZero is latest demo of their eco system.
ps MuZero data compression specifically. Human heuristics are actually pretty decent in this example app. I was thinking the delta would be greater than 4%.
No is most likely answer. I can't remember an instance where Shell re-entered a specific business unit that they have abandoned previously.
True and IMO much more leverage on NG side as PSCs on CL side subject to limitations on ROI.
SHEL - it's about NG.
GOOG - when the best coder you can hire is a machine. Beyond AlphaFold and AlphaZero.
https://deepmind.com/blog/article/Competitive-programming-with-AlphaCode
Norway EV subsidies - someone asked (Dew?) about Norway's policies. It's been in the works a long time. If your entire fleet can be supported by 5% of renewables (hydro) and your exports are oil, it makes a lot of sense and there is no internal ICE industry and employment to worry about. The remaining transition will be the shipping fleet. EV penetration is now at 84% of vehicle sales.
https://www.sciencedirect.com/science/article/pii/S2210422416301162
Could be. My wish is that amzn and costco form utility partnerships and set up charging at their parking lots. Lots of real options and fat margins for first movers.
IBM - My read is that Linux domain is doing well (rhat). Outside of that MEH. Linux share continues to increase.
MYOV - My recollection is that Sumitovant doesn't get to vote their shares in a takeover attempt. Minority share holders have to approve. Is that the way you read it?
Tom's guide reporter has some comparisons in his article for other charging stations. Pretty sure Shell has the nicest one but not sure it's worth the extra $0.2/kwh.
NAK - their best chance for moving forward was during the last administration and they went against the project in favor of coho salmon. It's deader than before.
RDS - Charging $0.66/Kwh at their UK "fast" charger! It not even that fast with max at 175KW. Forget about selling gasoline.
https://www.tomsguide.com/opinion/i-just-tried-shells-ev-charging-hub-and-its-not-the-future-i-want
BP - sees the path forward in fast charging.
https://www.reuters.com/business/energy/bp-car-chargers-overtake-pumps-profitability-race-2022-01-14/
Nothing to see in Tengiz. Far away from Almaty and Astana.ys
PS - there are pipeline risks, particularly the ones going eastward.
ALB/FSLR/GM/TSLA/BHP - Everything renewables and EV related deflate with Manchin's decision. IMO it was too bubbly anyway so while his pricking tool was blunt, the correction was inevitable. China's RE deflation will add magnitude. Manchin voting in his own financial interest.
https://www.wvgazettemail.com/news/energy_and_environment/manchin-campaign-finances-show-oil-and-gas-industry-dwarfing-in-state-and-renewable-energy-contributions/article_b91703bf-eeb6-5905-8494-5b1dabf7b237.html
It's his job.
Norway - Retail electricity cost 0.14/kwh and commercial cost 0.08/kwh USD. Woke has nothing to do with it. Why burn fossil fuels when you can export it? "woke" needs context.
I am still trying to figure out how an IBM hybrid cloud would be "special". IMO all clouds are hybrid and all data related processing have to deal with that. Whether you go with AWS, Azure, Goog, etc. Quantum computing is still a science project.
It appears no one is close to FC for HBV. JNJ and ARWR seem quite happy with their results yet not close to FV for most. Perhaps the best one can hope for is to improve upon current SoC. Tweaking old molecules would be one approach.
https://ir.arrowheadpharma.com/news-releases/news-release-details/arrowhead-collaborator-presents-phase-2b-clinical-data-reef-1
That's interesting, Antios presents ASPIN as an unique MoA. See slide 13. Slides prior to that is their explanation of MoA.
https://www.antiostherapeutics.com/wp-content/uploads/2021/12/HEP-DART-2021_Gish_ASPIN-Oral_O1.pdf
ABUS - Clinical trial to see if and how well HBV combo works. They provide RNAi. Antios provides ASPIN.
https://investor.arbutusbio.com/news-releases/news-release-details/antios-therapeutics-and-arbutus-biopharma-announce-first-patient
IMO the plans are relatively unambitious, except for the Lexus division. Market seems to like it. The plans will have to be accelerated if tsla is successful in bringing a "low priced" 4-seater compact EV to market.
TM - EVs better late than never. VW's highly anticipated ID Buzz supposedly will get here in 2023 finally.
https://arstechnica.com/cars/2021/12/toyota-opens-up-about-its-battery-ev-strategy-shows-off-new-suvs/
Ahhh yes, living the Matrix dream. LOL.
TSLA/DDAIF - Mercedes "beats" Tesla to regulatory approval for L3 hands free driving. That's huge news that I became aware of today. But then I laughed when I read the article about the maximum speed allowed on the Autobahn. 37 mph ! That would be a good way to get killed !
https://www.bloomberg.com/news/articles/2021-12-09/mercedes-beats-tesla-to-hands-free-driving-on-german-autobahn
ABUS - agree that Sofia is not showing everything even if that includes something better in the works. If you blow up the graph I referred to in earlier post, there is an unlabeled median data point (bold circle) that suggest Sofia is working on core inhibitor better than AB-836. What is ENTA suggesting as combos to core inhibitor? IMCR's TCR seems the most unique but non-oral as you pointed out.
Any guesses on What will be required IYO in terms of LOGs for RNAi to be viable in a combo therapy if core inhibitor alone provides ~3-4 LOGs of reduction? Also, what IMO will be the third drug in a combo?
https://www.mdpi.com/1999-4915/12/8/851
Seems like this nuke application should be seriously evaluated again.
https://www.flexport.com/blog/nuclear-powered-cargo-ships/
ABUS Yes early data as I stated. Re slide 5 graphic, both x and y axis are two different circular DNA HepDE19 cell concentrations. Probably animal models given the number of points shown. N=4 results in line that graphic with their latest version of molecule being 836 shown in comparison to earlier designs.
https://journals.asm.org/doi/10.1128/JVI.01123-07
ABUS - It's still early data. For the 100mg cohort, ABUS said median reduction of 3.1 logs at 28 days. Not that far from the ENTA's results on 800mg cohort. If recollection serves. Look forward to more data. see right graph on slide 5.
https://investor.arbutusbio.com/static-files/df81b7dd-7cbe-409a-b14b-e8acead2edbb
ABUS/Genevant/MRNA -
Licensing amendment between ABUS and Genevant clarifies roles and rules for infringement action. Not sure how long MRNA can drag out the infringement out in court. What's the typical time range for getting to court decision?
https://docoh.com/filing/1447028/0001447028-21-000072/ABUS-8K
Re HBV ab-836 results seem in the same ball park as edp-514. Am I reading that right.
Probably the only way to attract top talent required to sustain AI effort. Something that an INTC branded company and stock cannot attract enough of. If tesla fsd is IOS-like, then Mobileye is my top pick for being Android-like.
What's your best guess on timing of FDA review? IMO the best interpretation of her trades is that she is good at trading. Good for her.
IBM - Can you summarize where Barron's sees the source of their growth? Do they have technological edges in anything? TIA
Much depends on TSLA's ability to ramp 4680 cells at new factories. If they are successful, then perhaps 10-20% higher. Battery cell manufacturing capacity will be limiting factor in foreseeable future.
Agree that it is just following the adoption curve. What will be impressive is next year's number when BEV+PHEV exceeds 10M units next year, perhaps by a lot. Tesla will exit next year at 2M/yr run rate.
https://www.ev-volumes.com/
Thx. Meh too.
For cohorts E and F, starting was around 10**3.5, ending was around 10**(-1.5) for a grand total delta of 3.5-(-1.5)=5