Miguel

Big Pharma Professional. Part Time investor and trader in biotech and tech. Liverpool fan before they were good.

[Miguel @microeone]

@TheLongInvest You just can’t accept this and $NVO have been terrible calls… everyone gets it wrong sometimes and it’s alright. Be accountable and stay humble.

[Miguel @microeone]

@aleabitoreddit @SiversSemicond pay attention dummies, don't just be another EU dud

[Miguel @microeone]

@MoodyWriter13 Cope 😂: “The investment will also establish new manufacturing capabilities for high-performance microsystems that use heterogeneous integration technology to combine numerous electronic and optical
functions in a single component, required for data centers or optical systems”

[Miguel @microeone]

@HardAlphaX @scholarinvests @aleabitoreddit @aletir99 @P33B3 @GuoxinS30133 You see how you changed your argument there, after I presented verbatim quotes from their earnings call? They do have exposure. Chill bro. lol

[Miguel @microeone]

@HardAlphaX @aleabitoreddit Completely false. Most Recent earnings.

"X-FAB's industrial business generated USD 52.0 million in quarterly revenue, up 32% year-on-year... This growth was largely fueled by robust silicon carbide revenue and the growing demand for data center power management solutions."

[Miguel @microeone]

@TheLongInvest Real ones have been in this since $20s, $30s and $40s, knowing what was to come

[Miguel @microeone]

@TheLongInvest When NBIS initially ran and popped to $90 you were critical of everyone continuing to buy it at that price, very cavalier. Then it continued to run to $130. Finally it corrected to $75-80, and you’re celebrating 5% off your initial posting when it was at $90? LOL

[Miguel @microeone]

Im convinced @TheLongInvest has no idea how Pharma works… $NVO previous valuation was largely dependent on Ozempic/wegovy dominance… with reta coming from $LLY, amongst other competitors, there’s a low likelihood it regains it prior status/valuation.

[Miguel @microeone]

Big question. Will all the companies that increased prices to offset #tariffs now decrease their prices to accommodate the potential reversal of SC ruling? My guess is, of course not. Win on both sides, consumer loses both sides. Predatory and criminal. #inflation

[Miguel @microeone]

@kingtutcap open market buy at $VELO by director

[Miguel @microeone]

Potentially more of a long shot, and expected volatility, but opened a position in $BCHPY… recently begun commercialization, with some contracts, and their next generation neuromorphic chips will help solve AI energy efficiency bottle necks.

[Miguel @microeone]

Recently started a position in $CODA … fits the defensive sector theme, with commercial applications too. Given the quick rise in $KRKNF, this may have a sign in at re rate if military increases partnership. Also, floor is not too far below with company already having sales.

[Miguel @microeone]

@crypto_biotech curious, how are you certain they have not started to cover yet?

[Miguel @microeone]

Imagine if $GLSI gets real volume... if the large CEO insider buying is an indicator that the science is good, the market cap has multiple room for expansion on that alone from here

[Miguel @microeone]

$MAIA is in an eerily similar position as $GLSI … both with small floats and both with drugs that had great phase 2 results.

[Miguel @microeone]

I’ve been holding $GLSI for the science, but it’s starting to look interesting for other reasons right now…

[Miguel @microeone]

@MikeZaccardi Hypothetically:

SP 2026: 7000
SP 2028: 4000
SP 2036: 7000

2026-2036 = 0%
2028-2036 = 75%

Provide context. Don’t engagement farm like a sheep.

[Miguel @microeone]

“If you buy at the top and then never buy again you’ll get zero returns” …. Dumbest tweet, zero context.

Hypothetically:

SP 2026: 7000
SP 2028: 4000
SP 2036: 7000

2026-2036 = 0%
2028-2036 = 75%

See how that works?

[Compound248 💰 @compound248]

have fun staying poor

Apollo casually predicting ZERO returns for the S&P 500 over the coming DECADE.

[Miguel @microeone]

The level of optimism by those in charge of ai development is suspect, as it comes off like gas lighting. “Trust us”. This has rarely worked. We need to be fsr more cautious and skeptical of the end goal of #AI than prior industrial revolutions.

[Miguel @microeone]

As much as I support #Huang and #Musk, the notion that AI will create limitless wealth for all is complete BS. Humans have always worked on societal hierarchies and that will not change. What is the “ai race” with #China? Why is AGI a necessity to humans? #ai

[Miguel @microeone]

High unemployment and continued wealth divide. Universal basic income? The government couldn’t even get the PPP loans right during COVID and now we’re supposed to trust they’ll know how to provide UBI to a whole nation? Ridiculous