To The Moon

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ $Moderna, Inc.(MRNA)$ $Merck(MRK)$ Merk and Moderna absolutely ripped on the news of discovery of an antibody that have a breakthrough in cancer therapy. Its been a long time since we last saw such a huge upside move for biotech companies. I myself is a Registered Nurse by training. So seeing a medical company doing well warms my heart. However, investors who are looking to ride this bullish wave be careful. What goes up usually will come down. When it’s going to retrace nobody knows. So set your goals and stick to the plan if you are trading these stocks. @Paws

If I had to choose, I’d rather own the “toll collector” in the memory cycle than the companies forced to absorb higher costs. The key point is that rising memory prices are no longer an isolated semiconductor story. They are spreading downstream—from smartphones to GPUs and AI infrastructure. Xiaomi’s adjusted profit fell 42.6% year over year as higher memory costs squeezed margins, while Intel’s Arc Pro B70 prices have reportedly risen sharply in some markets. That tells me pricing power currently sits upstream. But I would not blindly chase memory stocks after their huge run. The better strategy is to own the suppliers with strong pricing power, healthy balance sheets and long-term AI demand, while avoiding companies whose margins are being compressed. In short: follow the money upstrea

I would not chase Moderna at $174.38. I would rank the three choices: 1. Merck: best risk/reward 2. Wait for full data: best disciplined approach 3. Moderna: highest upside, but highest valuation risk The Phase 3 result is genuinely important. INTerpath-001 hit both recurrence-free survival and distant-metastasis-free survival, validating the personalised neoantigen approach in a pivotal trial.  But Moderna has already repriced the success very aggressively. The market is now capitalising not merely the melanoma indication, but the possibility that this becomes a platform across multiple solid tumours. That is where I would be cautious. Full hazard ratios, subgroup consistency, overall survival, durability, manufacturing economics and regulatory details are still needed. Reuters speci

Hello. The long end, which had been pressing on everything for three days, got held down on Wednesday. The 30-year Treasury yield first set a 19-year high intraday, then turned back after the US Treasury said it would at least double the size of its liquidity support buybacks in 10- to 30-year securities. The 30-year fell as much as 9 basis points to 5.19 per cent, closed near 5.20 per cent, and is down to 5.18 per cent today. But technology did not come back. $SPDR S&P 500 ETF Trust(SPY)$ closed up 0.21 per cent and $Dow Jones(.DJI)$ 0.22 per cent, and most of that came from healthcare while tech kept being sold. One headline put it plainly: the tech sell-off resumed an

Congrats to $Moderna, Inc.(MRNA)$ for delivering P3 results for the cancer vaccine 🧬 Even though I'm no longer a shareholder, I'm genuinely happy to see the trial succeed. That said, the price reaction makes no sense to me. A Phase 3 win was fairly likely given the clear efficacy shown in Phase 2. Now the real challenge is scaling this personalized therapy into a $10B+ franchise to justify a $40B valuation (50/50 split with Merck). At the end of the day, between $25 and $100 basically nothing has changed. If anything, CMV failed and Norovirus is at risk. We'll see how it plays out, but looking back, I'd make the same call to sell and redeploy into better opportunities. Then again, watching how the market's been behaving lately, som

$Moderna, Inc.(MRNA)$’s market value changed by tens of billions of dollars on August 19 after its personalised cancer vaccine succeeded in a pivotal melanoma trial. The result is scientifically and strategically important, but the 177% one-day share-price gain moved faster than the available clinical and commercial detail. Moderna and Merck announced before the August 19 market open that the Phase 3 INTerpath-001 trial met its primary endpoint of recurrence-free survival and a key secondary endpoint measuring freedom from distant metastasis. The study enrolled 1,137 patients with surgically removed stage IIB–IV melanoma and compared Merck’s Keytruda plus Moderna’s intismeran with Keytruda alone. The companies described the improvements as statist

Hello. The long end, which had been pressing on everything for three days, got held down on Wednesday. The 30-year Treasury yield first set a 19-year high intraday, then turned back after the US Treasury said it would at least double the size of its liquidity support buybacks in 10- to 30-year securities. The 30-year fell as much as 9 basis points to 5.19 per cent, closed near 5.20 per cent, and is down to 5.18 per cent today. But technology did not come back. $SPDR S&P 500 ETF Trust(SPY)$ closed up 0.21 per cent and $Dow Jones(.DJI)$ 0.22 per cent, and most of that came from healthcare while tech kept being sold. One headline put it plainly: the tech sell-off resumed an

$Moderna, Inc.(MRNA)$’s market value changed by tens of billions of dollars on August 19 after its personalised cancer vaccine succeeded in a pivotal melanoma trial. The result is scientifically and strategically important, but the 177% one-day share-price gain moved faster than the available clinical and commercial detail. Moderna and Merck announced before the August 19 market open that the Phase 3 INTerpath-001 trial met its primary endpoint of recurrence-free survival and a key secondary endpoint measuring freedom from distant metastasis. The study enrolled 1,137 patients with surgically removed stage IIB–IV melanoma and compared Merck’s Keytruda plus Moderna’s intismeran with Keytruda alone. The companies described the improvements as statist

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ $Moderna, Inc.(MRNA)$ $Merck(MRK)$ Merk and Moderna absolutely ripped on the news of discovery of an antibody that have a breakthrough in cancer therapy. Its been a long time since we last saw such a huge upside move for biotech companies. I myself is a Registered Nurse by training. So seeing a medical company doing well warms my heart. However, investors who are looking to ride this bullish wave be careful. What goes up usually will come down. When it’s going to retrace nobody knows. So set your goals and stick to the plan if you are trading these stocks. @Paws

Congrats to $Moderna, Inc.(MRNA)$ for delivering P3 results for the cancer vaccine 🧬 Even though I'm no longer a shareholder, I'm genuinely happy to see the trial succeed. That said, the price reaction makes no sense to me. A Phase 3 win was fairly likely given the clear efficacy shown in Phase 2. Now the real challenge is scaling this personalized therapy into a $10B+ franchise to justify a $40B valuation (50/50 split with Merck). At the end of the day, between $25 and $100 basically nothing has changed. If anything, CMV failed and Norovirus is at risk. We'll see how it plays out, but looking back, I'd make the same call to sell and redeploy into better opportunities. Then again, watching how the market's been behaving lately, som

I would not chase Moderna at $174.38. I would rank the three choices: 1. Merck: best risk/reward 2. Wait for full data: best disciplined approach 3. Moderna: highest upside, but highest valuation risk The Phase 3 result is genuinely important. INTerpath-001 hit both recurrence-free survival and distant-metastasis-free survival, validating the personalised neoantigen approach in a pivotal trial.  But Moderna has already repriced the success very aggressively. The market is now capitalising not merely the melanoma indication, but the possibility that this becomes a platform across multiple solid tumours. That is where I would be cautious. Full hazard ratios, subgroup consistency, overall survival, durability, manufacturing economics and regulatory details are still needed. Reuters speci

If I had to choose, I’d rather own the “toll collector” in the memory cycle than the companies forced to absorb higher costs. The key point is that rising memory prices are no longer an isolated semiconductor story. They are spreading downstream—from smartphones to GPUs and AI infrastructure. Xiaomi’s adjusted profit fell 42.6% year over year as higher memory costs squeezed margins, while Intel’s Arc Pro B70 prices have reportedly risen sharply in some markets. That tells me pricing power currently sits upstream. But I would not blindly chase memory stocks after their huge run. The better strategy is to own the suppliers with strong pricing power, healthy balance sheets and long-term AI demand, while avoiding companies whose margins are being compressed. In short: follow the money upstrea