TurboResearch

Portfolio Manager. Research & Insights on Macro Economics, Healthcare/Pharma, Tech & others. All ideas are opinions & are not financial advice.

[TurboResearch @TurboResearch]

$TEVA is still undervalued, this is a $40 stock. Austedo is a blockbuster. But wait till we get Duvakitug, $5b+ with a host of possible indications.

[TurboResearch @TurboResearch]

$TEVA wow ! ~2x UC remission, ~4x CD response vs. placebo. 27%/35% (UC/CD) best-in-class vs Merck’s ~25%, Roche’s 18-23%. Merck bought Prometheus for $10.8B, Roche $7B RVT-3101. Analysts had $0 assigned. +25% at $23B is nothing. I know we still got Ph3 but why is this not $25+ ?

[TurboResearch @TurboResearch]

@JamesCarville @StreamOnMax @mtyrnauer Winning like this ? 😂 https://t.co/R39ktyla6x

[TurboResearch @TurboResearch]

@JackPosobiec The usual suspects - Atlas Intel, Rasmussen, and Trafalgar continue to be the closest (within margin of error) across 2016, 2020 and 2024.

[TurboResearch @TurboResearch]

This 👇

[Bill Ackman @BillAckman]

If the election outcome is as I expected, it should cause the large minority of the country who supported @KamalaHarris and predicted her victory to begin to question their sources of truth.

Half the country has believed that @X is filled with mis- and disinformation, and that they could only therefore rely on The NY Times, MSNBC, CNN and other mainstream media for their news. And they did.

If, however, you have been active on @X for the last year, you have known the truth days, weeks and often months before the facts appear in the MSM.

The MSM excerpted, clipped and cut to defame @realDonaldTrump while claiming that @JoeBiden was fit as a fiddle. Then when Biden’s polls collapsed, @KamalaHarris was anointed the candidate and her hagiography was written with glowing acclaim from the press. But this could not hold as she ducked the media and held fast to the teleprompter.

Citizen journalists with their phone cameras in hand captured the real Kamala forcing her to defend her record and her plans in more media appearances. It did not go well and the public demanded to learn more so @KamalaHarris had to risk more unscripted media.

The doom loop was underway with perhaps 60 Minutes as one of the more dramatic examples, even after CBS tried to save her, most glaringly by excerpting one answer to replace a word salad response to another. But the citizen journalists on @X quickly caught and outed this fraud and demanded a transcript.

As many who supported Kamala began to realize that they have been misled, they became open to Trump as an alternative, but they didn’t want to rely on the media to understand him because they did not want to be misled again.

They wanted to hear the candidate in his own words and that is where @lexfridman and @joeroganhq long form podcasts came to the rescue. When Kamala was offered the same opportunities to explain herself, she rejected them. And the voting public could only draw a negative inference.

When the story of this election is written, I expect it will be as much about how half of America woke up to the reality that they have been manipulated by the media. This should lead to an abandonment by many of the MSM as their primary source of information. It will push more people to @X, to podcasts and other empirical sources, and it will lead to a more informed public.

The other outcome I hope happens is the implosion of the Democratic Party. The Party lied to the American people about the cognitive health and fitness of the president. It prevented, threatened, litigated and otherwise eliminated the ability of other candidates for the primary to compete, to get on ballots, and to even participate in a debate. The Party and the administration used lawfare in an attempt to imprison, bankrupt or otherwise kill off Trump as a candidate. These acts are collectively grave threats to our democracy. With the highest irony in order to hide these acts, the Party accused the opposition candidate of being the grave threat to democracy.

The Democratic Party proved itself to be fundamentally undemocratic. It needs a complete reboot. The leadership should be thrown out and those responsible should apologize to the American people.

Honest Abe said it best:

You can fool some of the people all of the time, and all of the people some of the time, but you can not fool all of the people all of the time.

[TurboResearch @TurboResearch]

@EndWokeness Honestly, she sounds like a clueless pollster suffering from TDS

[TurboResearch @TurboResearch]

Mad respect to @elonmusk for stepping up to save our country and protect free speech. Buying Twitter was a pivotal turning point !

[TurboResearch @TurboResearch]

What an embarrassment of a company Twitter "was". Jack was a weak manager & leader who had no control, clueless with the company he ran LOL. Elon Musk, hats off 👏 #twitterfiles #twittergate

[Matt Taibbi @mtaibbi]

1. Thread: THE TWITTER FILES

[TurboResearch @TurboResearch]

Well said 👏🏻

[Elon Musk @elonmusk]

I hope that even my worst critics remain on Twitter, because that is what free speech means

[TurboResearch @TurboResearch]

@tyler @elonmusk Management is incompetent, political hack-job. They have turned one of the most innovative businesses in to a dumpster fire. If @elonmusk was running this, it would have long surpassed Facebook & then more. $TWTR

[TurboResearch @TurboResearch]

@BioTheo Twitter Management 👎

[TurboResearch @TurboResearch]

$TWTR years ago, we were debating if Twitter could ever matchup to $FB. Today we can confidently say Twitter can't match even match up to $SNAP !

[TurboResearch @TurboResearch]

@ExpiredTime21 @DW3p4c It's listed. Just wrote a bunch of $300 contracts $COIN

[TurboResearch @TurboResearch]

@DW3p4c looks like $COIN weeklys are here, cboe heard us 😀👍

[TurboResearch @TurboResearch]

Come on let's get them $COIN weeklys !

[TurboResearch @TurboResearch]

wtf is this a joke ?😂 NFT #aska flying car business model & marketing pitch is hilarious https://t.co/3FO3R3SgcA Only real deal in evtol space is Joby Aviation $RTP

[TurboResearch @TurboResearch]

Only in USA, $TWTR and @jack can do whatever they want. But in countries like Russia, India, etc they cave to threats of a ban. Tough road ahead for Twitter Policy team 😆

[First Squawk @FirstSquawk]

RUSSIA CLAIMS IT HAS AGREED NOT TO BAN TWITTER BECAUSE THEY ARE COOPERATING.

[TurboResearch @TurboResearch]

@YouTube Lol this is stupid. The like/dislike ratio helps viewers know what to watch and what to avoid. Reviews are a big part of content consumption especially videos which are expensive in terms of time for viewers @SusanWojcicki

[TurboResearch @TurboResearch]

@chamath Emotions ? Or give us your reasoning on why you think this will happen...

[TurboResearch @TurboResearch]

@kingtutspacs @kens93149764 @SPACtrack @andrewrsorkin I would also add to that the SPAC sponsor joined the Company's Board