DanCD

My posts do not constitute investment advice. Do your own research.

[DanCD @DanielCDrolet]

@zipjet Thanks for sharing. I am still amazed at the fact that Claude can write such a detailed document. Did you feed it with all the pertinent info, or did it find it all on its own?

[DanCD @DanielCDrolet]

@russellgates_ @valueinvest73 @crystalf09 @BDC_Analyst I'd be glad but surprised that they'd decide so quickly!

[DanCD @DanielCDrolet]

@valueinvest73 @crystalf09 @BDC_Analyst If the judge is waiting for SCOTUS decision on Hikma (which I think he is to avoid having to update his opinion regarding induced infringement), that means we could have an opinion by mid July.

[DanCD @DanielCDrolet]

@valueinvest73 @crystalf09 @BDC_Analyst I see it through a positive lens: it is much easier to hold at 50-60$ without a judge decision than it would be to hold if the stock was trading at 90$.
$LQDA

[DanCD @DanielCDrolet]

@TcheeseRa @BDC_Analyst Yes! Competitors are chasing $LQDA, not the other way around.

[DanCD @DanielCDrolet]

@BDC_Analyst @crystalf09 I am cheap as it gets! Won't pay for an X membership and I was out of characters haha

[DanCD @DanielCDrolet]

@crystalf09 @BDC_Analyst If you are familiar with the whole thesis, nothing surprising was shared. The first patient entered the L606 phase 3 study. They did not share new numbers, but reiterated the pace of growth and confidence in achieving 1B revenue+ in 2027 with 50%+ operating margins.

[DanCD @DanielCDrolet]

@janpannan @zephyr_z9 In the short term, $AMD

[DanCD @DanielCDrolet]

@ivanburazin $AMD ?

[DanCD @DanielCDrolet]

@danielnewmanUV I am an AI bull but the bubble arguments are not on the PE multiples, they are on the earnings themselves. Big difference.

[DanCD @DanielCDrolet]

@KenshiiWCWC Un gros merci!

[DanCD @DanielCDrolet]

@FluentInQuality You said it: the data is what makes Axon so great and it's coming from MAX, giving a structural advantage to $APP. The moat is multi-layered and we are witnessing increasing returns to scale.
The self-service platform will exacerbate this growth and the ROAS.

[DanCD @DanielCDrolet]

@PronkDaniel @stock_unlock $APP stock is just getting started. The company's moat is improving every day. Its model is increasing returns to scale (like Google did with Search). 600$ is still undervaluing the business imo.

[DanCD @DanielCDrolet]

@MitchMartan98 I agree! And it'll get there quickly

[DanCD @DanielCDrolet]

@zipjet @mbamcnulty

[Afshine Emrani MD FACC @afshineemrani]

1/5
I'm a cardiologist. Here's why I recommend men take 5 mg of tadalafil — Cialis — every single day.
Not for ED. Not for performance.
I take it for the same reason every serious longevity physician I respect does: to protect my cardiovascular system, my brain perfusion, and my endothelial health at the most fundamental level.
This drug — famous for all the wrong reasons — has quietly become one of the most powerful tools in preventive cardiology. And the data is now too strong for me to keep quiet about it.

[DanCD @DanielCDrolet]

@Beth_Kindig If this is true, their growth in May and June have deccelerated a lot ! They were at 44B ARR at the end of April.
The 10.9B quarterly figure is 44B annualized and so June is expected to be flat?

[DanCD @DanielCDrolet]

@damnang2 Thanks for your great investment content. If I could offer one piece of friendly advice, I'd ease up on the "I told you so" and short-term performance posts. Your insights are strong enough to stand on their own without them. Keep up the great work.