reddit.com
Subsites
Posts
$OTLK - Outlook Therapeutics: one-drug biotech, FDA decision July 29, ~1 quarter of cash. Binary setup DD.
Outlook Therapeutics (OTLK) is a one-drug biotech. The drug is LYTENAVA, an eye-injection version of bevacizumab for wet AMD, a leading cause of vision loss in older patients. The whole company resolves to a single date: July 29, 2026, the FDA's PDUFA decision on the resubmitted application. Approval and rejection …
The AI trade may be a land power & grid bottleneck first
So heres the thing. The market keeps calling this an AI trade but the better pressure point may be land-to-power-to-energized capacity. A chip order doesnt matter much if the site isnt built, the electrical work isnt staffed, the turbine slot isnt there, the grid gear isnt available, or the interconnection …
OMEROS $OMER catalyst rich low debt got squeezy
Shorts doubled down on this one ahead of EU EMA approval coming next week (we should know by Monday if June) if not July Down to 150,000 short per fintel SI > 20 CTB not high yet Float below 70M Novo Nordisk $100M milestone payment can literally happen any time …
Microsoft battle
Microsoft is making back to back inverse and reverse head & shoulder patterns but not able to break out. Seems tough battle between bulls and bears! (I didn't know giving good and technical information gives you downvotes. Probably I hurt the sentiments of lots of puts)
The first 100 trillion dollar company should emerge before year 2058
I was thinking about market cap growth of the large company seems to be singificantly higher than average inflation over the last two decades |Year|Leader|Market cap| |:-|:-|:-| |2006|Exxon Mobil|$0.447T| |2011|Exxon Mobil|$0.406T| |2016|Apple|$0.609T| |2021|Apple|$2.902T| |2024|Apple|$3.766T| |2025|NVIDIA|$4.533T| |2026|NVIDIA|$5.146T| U.S. CPI inflation of about 2.5% CAGR. In real inflation-adjusted terms, the “largest company” …
Experimenting with AI and Investing
A few months ago I came across a Bloomberg article, [AI isn't ready Trading](https://www.bloomberg.com/news/articles/2026-05-06/ai-bots-auditioning-for-wall-street-trading-are-mostly-losing?cmpid=eveus&utm_campaign=eveus&utm_medium=email&utm_source=newsletter&utm_term=260506&utm_content=4208&sref=iFWW0xUZ), highlighting how new frontier models were highly unreliable, trading too often, producing inconsistent results, and losing money more often than not. Everyone knows the saying, garbage in, garbage out, but I think what gets overlooked is …
Selling stocks for the first time
I use Schwab and several years ago I bought in on the Nokia hype train. It's done pretty well and I'm ready to sell it to spoil myself. My question is about logistics, not financial advice. Like should I straight sell them or should I be using something else like …
$JHG: Looked appealing but quickly became very uninteresting due to non-recurring earnings and a pending merger
Janus Henderson Group (JHG) screens cheaply on the surface with a quote around $47 a share, a Price to Earning (P/E) of 9.9 and Price to Book value (P/B) of 1.56 but there is more to the story. There looms a pending acquisition by Trian and General Catalyst that was …
Workday (WDAY)
Curious why I don’t see many posts about WDAY here? I know software is unloved currently but appears like a worthy business to consider looking at its fundamentals if you are a value investor. Genuinely interested to hear people’s analysis on the company and financials EV/EBIDTA hovering in low teens, …
The genius of Costco is that it barely makes money selling you anything.
Most of Costco's actual operating profit doesn't come from the products on the shelves. It comes from membership fees. The retail operation runs at razor thin margins on purpose. They mark items up only enough to cover the cost of running the stores and move the inventory. The membership fee …