Rob Unhedged

British investor hunting value, momentum and madness across global markets.
Stocks, crypto, macro, and the odd political grenade.

[Rob Unhedged @robunhedged]

@Sierra_rak Coordinated outrage

[Rob Unhedged @robunhedged]

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.

[Rob Unhedged @robunhedged]

@LongshoreCowboy @BullTheoryio Dumb phone and a Linux laptop/desktop.. I'll be fine if they ever try to force this on me.

[Rob Unhedged @robunhedged]

@jzrdan They should announce an AI data centre to train their own image models.

[Rob Unhedged @robunhedged]

@FinanceDocUK @zapunyo Stock price doesn't always precisely follow fundamentals.

That gap is where we make money.

[Rob Unhedged @robunhedged]

@StockMKTNewz Then dump tomorrow when Iran says no you didn't

[Rob Unhedged @robunhedged]

@Polymarket I don't think it is mate

[Rob Unhedged @robunhedged]

@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

[Rob Unhedged @robunhedged]

@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.

[Rob Unhedged @robunhedged]

@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?

[Rob Unhedged @robunhedged]

@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.

[Rob Unhedged @robunhedged]

@kingofthejib @RanTeeThree What they gonna do shoot down satellites

[Rob Unhedged @robunhedged]

@MicroCapWeekly @zerohedge People will choose orals.

[Rob Unhedged @robunhedged]

@CleansedTweets If only she was Somalian

[Rob Unhedged @robunhedged]

@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.

[Rob Unhedged @robunhedged]

@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

[Rob Unhedged @robunhedged]

@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.

[Rob Unhedged @robunhedged]

@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.

[Rob Unhedged @robunhedged]

$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?

[Rob Unhedged @robunhedged]

@StockMKTNewz Market loves the headline weight loss numbers but in reality the majority of people want pills.