Kamal Singh Masuta (ਕਮਲਜੀਤ ਸਿੰਘ)

I work on data analytics and operational research @NYCSchools. Focuses here include investing, Sikhi and spirituality. Previously: @pressfreedom.

[Kamal Singh Masuta (ਕਮਲਜੀਤ ਸਿੰਘ) @7SkiesTech]

The best time to go to #GoldenTemple (Amritsar, India) is amrit vela. Very peaceful, no lines, plus get to see view at both night and dawn.

[Kamal Singh Masuta (ਕਮਲਜੀਤ ਸਿੰਘ) @7SkiesTech]

@Banana3Stocks The CapEx was part of the reason that $MU dropped after the last earnings. It's just that folks forgot about that part in the latest run.

[Kamal Singh Masuta (ਕਮਲਜੀਤ ਸਿੰਘ) @7SkiesTech]

@MeadowCapital @pnani456 With $XBI breaking out, it would only take somewhat good news to get $VKTX past that level.

[Kamal Singh Masuta (ਕਮਲਜੀਤ ਸਿੰਘ) @7SkiesTech]

@Pharmdca I also picked up $AMZN, being that it's at key support (more Prime Days this year to boot). $GOOGL I'm holding off. May not see much stock appreciation in short term due to their offering.

[Kamal Singh Masuta (ਕਮਲਜੀਤ ਸਿੰਘ) @7SkiesTech]

@MeadowCapital @pnani456 It's all noise until we get past that $37ish resistance.

[Kamal Singh Masuta (ਕਮਲਜੀਤ ਸਿੰਘ) @7SkiesTech]

@amitisinvesting The whole KOSPI thing sounds from this casual, not-KOSPI-follower, observer like it's a Jenga tower - pull out the right block, and it teeters a little but stays up. Pull out the wrong one, the whole thing crashes down.

[Kamal Singh Masuta (ਕਮਲਜੀਤ ਸਿੰਘ) @7SkiesTech]

@investingluc seems to me that if you figure out where money rotates too every once in a while, common shares can do well.

[Kamal Singh Masuta (ਕਮਲਜੀਤ ਸਿੰਘ) @7SkiesTech]

@OptionsMir Seriously. Common shares of AI stocks are doing fine.

[Kamal Singh Masuta (ਕਮਲਜੀਤ ਸਿੰਘ) @7SkiesTech]

@bdinvestingg The question first is to trim or not to trim. I lean towards trim.

[Sean trades @SRxTrades]

$INTC

Textbook weekly flag breakout on volume

Break away gap up to break resistance is incredibly bullish

This can see $150+ quick in the coming days...

[rubicon59 @rubicon59]

LBT on the podcast calls $INTC "just the beginning". Wants a 10x. Delivered an 86x at Cadence (but from a much smaller base.)

[White Collar Exit @WhiteCollarExit]

The CEO of the world's most valuable pharma company just called AI drug discovery "currently overhyped"

He's probably right, and that's the strongest argument for looking at $LLY.

The thesis was never that AI invents a miracle molecule next quarter.

It's that Lilly runs AI through a machine it already owns: chronic metabolic disease at global scale.

Roughly 2.5B adults overweight, 890M obese, 589M diabetic. One of the largest end markets in healthcare, and Lilly sits at the front of it.

GLP-1s are the first mass-market version of programmable biology.

Mounjaro & Zepbound send instructions into the body (appetite, cravings, glucose, weight, disease risk) and throw off the FCF that funds the AI infrastructure buildout for the company.

Here's the part the market underrates.

That cash funds LillyPod and 1000+ NVIDIA GPUs, which feeds TuneLab, BioNeMo, the Insilico and Isomorphic-style work, and Lilly's own biology models.

Those models sharpen molecule design, trial design, patient segmentation, and manufacturing.

Every real-world script generates outcomes data, that data trains the next model, and the next model designs the next generation of metabolic medicines.

The loop compounds.

Lilly has run such a strategic bet before, and it paid off! In 2018, GLP-1s were a diabetes side effect that the market treated as a footnote.

Lilly kept building, and that footnote became Mounjaro and Zepbound and the first $1T+ company in healthcare/pharma.

I view AI as the next version of that bet.

The payoff isn't a single drug, it's a permanent layer Lilly is wiring through discovery, trials, manufacturing, and distribution while the cash machine funds the build.

So, while the discovery headlines will stay overhyped, the compounding layer underneath is the part the market has not priced yet!

[Kamal Singh Masuta (ਕਮਲਜੀਤ ਸਿੰਘ) @7SkiesTech]

$RBLX may draw in different types of new players with graphics and play like this. Point to be noted for investors.

[David Baszucki @DavidBaszucki]

wow

[Kamal Singh Masuta (ਕਮਲਜੀਤ ਸਿੰਘ) @7SkiesTech]

@MarcosMillaYT Sometimes we say please close the market. In times like these we say open it! 😀

[Kamal Singh Masuta (ਕਮਲਜੀਤ ਸਿੰਘ) @7SkiesTech]

@alphacharts365 Seems orderly in this display...

[Kamal Singh Masuta (ਕਮਲਜੀਤ ਸਿੰਘ) @7SkiesTech]

@juezentexas @MitchMartan98 @ZaStocks Perhaps, though I'm not sure if that necessarily will move the stock price. Might need to wait until Phase 3 data. Time will tell.

[Kamal Singh Masuta (ਕਮਲਜੀਤ ਸਿੰਘ) @7SkiesTech]

@preetkailon Absolutely. Even if you can afford a single share of $SNDK, how do you trim and keep a core position? You really need a few shares to do that.

[Kamal Singh Masuta (ਕਮਲਜੀਤ ਸਿੰਘ) @7SkiesTech]

Plenty of demand in the forecast. $MU may well trade poorly after earnings like last time, but the long term appears to be positive.

[Wall St Engine @wallstengine]

Samsung, SK Hynix and Micron could generate nearly $3T of cumulative operating income from 2026-2029, driven by HBM demand from AI data centers.

[Kamal Singh Masuta (ਕਮਲਜੀਤ ਸਿੰਘ) @7SkiesTech]

@MarcosMillaYT Yes, though some may choose to operate several accounts for long term investing and more shorter term. There's a place for each perhaps.

[Kamal Singh Masuta (ਕਮਲਜੀਤ ਸਿੰਘ) @7SkiesTech]

@SRxTrades Been learning this after being stopped out twice in 2 months in the memory names. A lower entry could have let me hold through the drops. Live and learn.