Fair enough, but which tools?
Because using AI features inside proper editing software isn’t proof $ADBE is dead. That’s the point. AI is being absorbed into the workflow: masking, denoise, remove, presets, RAW control.
Prompt only chatbot editing is still nowhere near serious photo editing.
@TheTechInvest This contract would have to consist of multiple infrastructure providers. Anyone researching this knows 10GW doesn't just pop up from nowhere.
Makes me think it's either fake news or a market pump from $NVDA and OpenAI
@stockmom I reckon it'll pump for a while after IPO just to sucker everyone in that was on the fence before the huge correction.
The early investors need liquidity, that's why it's being advertised everywhere.
@Aktieland It's so oversold it's ridiculous. Who's betting a Greenland deal between the US and Denmark emerges right around the time this stock recovers?
@TruthFairy131 Fuck em they'll always be one step behind. Obviously resist this, protest against this, write to MPs and tell them you don't agree, make your voices heard.
But... there'll be ways around this. There always is.
@FinanceDocUK It looks like a growing company today, with projected uncertainty in the early 2030s due to the patent cliff.
But I firmly believe a company of $NVO's quality can bridge the revenue gap the patent cliff could potentially create.
@Jackazz19@janthecurious1 Outstanding shares dropped by 10% in 9 years so it does indeed move the needle.
This is in addition to the dividend payout.
$NVO
@CleansedTweets If it's Amazon I wouldn't hold too much hope. I still never got over black dwarves and elves in rings of power.
Now I know lord of the rings isn't meant to be realistic, but a black underground dwelling dwarf was too far.
@sharkvoss@keailv $NVO is not the only stock I hold. It's easy to say opportunity cost, but if you're in some high beta names they can crash just as fast as they go up. I like high quality cash generating businesses in my portfolio as well as growth stocks. The 4% dividend is nice while I wait.
$NVO weekend update:
This weekend we learned a few things.
- Wegovy pill has now surpassed 3 million prescriptions since launch, outpacing analyst expectations by a large margin.
- Early oral GLP-1 momentum definitely favouring Novo. $LLY oral competitor is live, but so far Wegovy pill seems to be dominating the prescription race.
- Zenagamtide looks strong. The dropout numbers were ugly, but the debate is whether this was more about rigid trial design than the drug itself.
- Despite the tolerability concern, efficacy was strong: up to 14.6% weight loss in T2D patients, alongside meaningful HbA1c reduction. Novo moving it into Phase 3 suggests they still see it as commercially viable.
The question now...
Does $NVO finally start to re-rate this week, or does the market still refuse to believe the turnaround story?