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semiconductor chips and capital equipment - did companies over order and now overstocked? Stocks are acting that way. Cycles in the past did not end until there is blood in the streets and we haven't had one of those in many years.
I must be lucky because I had negligible side effects from my 2 shots of Shingrix..
GM - Lyric shipping one year ahead of plan. Reviews have been pretty good and sold out thru 2024.
https://jalopnik.com/the-2023-cadillac-lyriq-shows-what-gm-can-do-when-it-re-1849114428
SCOTUS wants congressional laws to deal with emissions. Good luck with having a bunch of lawyers negotiating over technical issues while industry lobbyists throw in their industrial consortia "scientific" studies. Awful except for lawyers who will see increased demands for litigating whether emissions regs apply to anything, including water.
I watched Wood's interview with Faber (cnbc). Exxon is still dialed up completely on carbon capture PR and Faber did his homework and pointed out how ridiculous that PR is. On Spotify, every other ad seems to be Exxon saying how they will come clean doing carbon capture sorta like FB ads saying how careful they are with your data. I suppose most people will be fooled into thinking "hey, they are really doing something". Woods knows that is a crock of excrement. XOM is not investable IMO given their lying. Buy Hess instead if you are interested in Xom's oil production growth (Guyana).
It's about NoX emissions which means diesel combustion. It takes a lot of trucks to transport and run the compressors that comes with fracking. It's a problem that can be solved and has been solved in areas with air quality regulations.
TM - The lug bolts is a minor issue in relation to the following review.
https://www.theverge.com/23180408/toyota-bz4x-electric-suv-review-specs-price
Definitely don't want them coming loose but there are 4 of them and losing one of them still doesn't let the wheel fly off while driving (which I have seen on semi's). It's easily fixable compared to suspensions. EV's are heavier so have heftier suspensions and probably same for wheel components.
TM/TSLA - Easy problem for TM to fix and numbers are still low. TSLA early models had structural issues with suspensions when they were in survival mode and fixed it. TM issue is still ICE inertia based and they will drag their keiretsu affiliates to the deep end for their final drowning. MZDA published their newest long term greening plan and it's heading straight for the cemetery - don't even bother to stop at <GO>. Will battleship TM sink like the Yamato? I really hope they wake up faster from their fuel cell comas.
I would say he thinks differently about data in its variety, complexity and uses.
There is nothing special about what you described. That is being done now by almost all companies that have a web presence. Some have inhouse expertise, many use a combo of inhouse and outside consultants, a handful write their own codes, fewer still write code and do their own chip designs. One of my kids does this stuff.
Most here doesn't seem to get it RE oil crunch. Listen to CVX CEO when he says we are max refining capacity forever domestically. That's where the crunch is and will be. Downstream margins will be fat and there is no economic incentive for majors to build. Doesn't matter who is in the WhiteHouse or Congress. 2008 oil prices were higher in 2008 and gasoline prices never touched current levels. Why?
Also regarding domestic oil production being kneecapped - read what I wrote back in March/April 2020 when Russia and SA met and SA subsequently dumped oil into tanker market at $10/BBL. Karma is a bitch.
Farms are a lot simpler and you can geofence and use a lot more heuristics. DE will lead because they have such a big installed base. IP barrier is low an you can go to UC Davis and get a lot of the stuff if you are willing to build a package. DE is plug and play.
About what time frame should I look at - not sure what you're referring to wrt "edge" cases.
Can't really tell what edge they have, for example in data driven advertising. Weird that they needed a PPP loan.
PLTR - Entertaining cnbc interview of CEO. First time I have heard a CEO say he hasn't looked at share prices or pay attn to WS analysts.
https://www.cnbc.com/video/2022/05/24/palantir-ceo-alex-karp-on-stock-price-big-tech-and-threat-of-nuclear-war.html
GOOG - IMO the people at DeepMind have the most fun of all the scientists and engineers that work in the software domain. Coming to professional team sports near you.
https://www.nature.com/articles/s41598-022-12547-0.epdf
Today in @SciReports, the graph imputer, a new model that can predict where players will run, on and off-screen, using past and future available observations of subsets of players: https://t.co/5GNn54vliv #AISports 1/ pic.twitter.com/2ig5ZvuAfh
— Google DeepMind (@GoogleDeepMind) May 25, 2022
I haven't tracked bios trading near 50% cash. Do you know of a source/link that tracks that historically?
Found one from Liz Ann Sounders
https://twitter.com/LizAnnSonders/status/1522541661934571521/photo/1
Not quite the same as %50 cash but should be indicative of trend. So a little > 1/3 of biotechs on Nasdaq are considered zombies. Would like to see separate binning of > and < 50% of MC
My taste buds did not agree with BYND product the last time I tried it. My suggested symbol for the stock would be YUCK but I am biased. Still waiting to taste test AQB's "salmon". The latter's stock has the distinctive honor of having the following characteristic EV+MC~zero.
LOL I was ready to sell and rent. Three years ago I went to local council mtg to support an "affordable" housing project, ie 1/2 of units will be subsidized. The project is close to completion now. I found out recently the planned rents for unsubsidized units will be $3800 and $9500/m for studio and 2 br respectively. Headscratcher.
Where is this wonderful property?
AGEN got a substantial upfront from BMY last year for bispecific TIGIT pre-IND program too. Not much reaction as AGEN has other non-TIGIT projects. Theory sounds good. Perhaps NK and T cells exhaustion.
Yes sbc has been a big criticism of PLTR. When you are competing with GOOG for the best software/IT talent, it's expensive and the growth has to be faster than dilution from sbc's. Here is one pov re the topic from a long.
https://darntons.com/2022/05/04/when-will-palantir-sbc-ease/?noamp=mobile#comments
myov - Slide 26 shows bone mineral density over time.
https://investors.myovant.com/static-files/09067fef-96cc-45b3-99c0-87853db8e8a5
thx. I misunderstood the release.
Still has 5% to go to test March 2020 low. IBB has ~10% to go but that maybe a bridge too far.
Seems like decent agreement since it doesn't cover the whole EU so curious about the rest.
Historically, what was the shortest period of yield curve inversion without conventional definition of recession? And part B, what was the typical delta GDP and time period for GDP to go positive after a 1 year period of yield inversion?
MYOV - 2 days of net positive news equals (15%). Crying rhymes with buying. LOL.
PLTR (20%) - guiding to slowing growth for 2022 20+% instead of ~30% long term projection. Meat of presentation starts at slide 15, financials start slide 26. Commercial client base growing well. Gov growth mainly from expanding use cases within departments. Ambition to become "6th prime". My translation CyberForce. Commercial penetration is IMO more important longer term.
https://investors.palantir.com/files/Palantir%20Q1%202022%20Business%20Update.pdf
Batteries on the roof seems like a strange design decision aside from the QC considerations of the cells in question that are supposedly high energy density/new-chemistry. Assuming long term field testing was done in prototypes.
BTW - Ca. hit the 100%+ renewables mark for the first time this last Saturday. Lasted about 15 minutes according to spectators of supply.
PLTR - Technical details from Apollo chief architect. He started building this in 2015. Orchestration details start ~20 minutes. There is a salesmen/laymen's summary video at bottom.
NKTX/FATE/AFMD - STAT/Feuerstein interview of MD Anderson NK research head about NK approaches, sources, safety and efficacy. Starts about halfway into podcast. First half is Covid related.
https://soundcloud.com/readout-loud/episode-206-how-cancer-killing-cell-therapies-work-biotechs-endless-downturn-an-fda-conundrum
I lost track of how many companies want to have proprietary robotaxis go commercial. IMO Tesla will have their own ecosystem much like Apple and everybody else will have to team up with somebody (or via open source eg Open Pilot) if they don't use Mobileye. Waymo and Apple still haven't figured it out yet.
PLTR - edge AI demo day tomorrow. Will cover hybrid cloud. "Apollo"
https://www.palantir.com/platforms/apollo/
NKTX - Closed at 47.9 on first day. ATH ~79 coincided with FATE run-up. PBNK came from only 2 donors (3rd one dropped after failed expansion ) so there will be repeatability questions. Expansion and preservation procedures seems to work well.
ILMN/PACB - The former tried to take out the latter a couple of years ago and FTC stepped on it for monopolistic move. PACB sure attracted a bunch of Illumina execs to their ranks. With the accuracy advantage and now higher capacity with Sequel IIe, is there a growth stopper or at minimum market share grab? Tanking for a while along with XBI. Cash per share ~$4. Thoughts?
https://investor.pacificbiosciences.com/static-files/9ee0d712-6974-4c44-83e9-5af75541add3
Here is a description - but then Palantir O/S can do this for anybody with heterogeneous data systems. AWS, Azure, SAP etc ...
https://www.ibm.com/blogs/business-partners/adopting-ai-for-business-with-ibm-cloud/
The "hybrid" segment was +24%.