TMO

dogs_gt_cats

I was a 20+ year sprint customer who reluctantly got folded into TMO. I left when they forced me off of my grandfathered plan and switched to Mint, which ironically is a TMO MVNO. Still saving a butt load on the bill, and being able to pay a year in advance is fantastic.

dvdmovie1

TWST, TXG, ILMN, all of the testing companies (GH, NTRA, etc), IQV, TMO starting to perk up a bit, Tecan in Switzerland, RVTY, etc etc. A lot of life science has done well/very well this year on AI. Insilico Medicine and Xtalpi are two speculative names that are HK-listed. Also in speculative, Oxford Nanopore up 46% in the last 6 mo.

dvdmovie1

I'd remove O. Nothing against JNJ, but I'd rather TMO as a broader life science beneficiary than sleepy JNJ. I do like LLY although it's already run a significant amount. Definitely no to PFE. I wouldn't own BND. You might like REMIX (https://www.standpointfunds.com/fund) Overall, this is fine.

dvdmovie1

TMO is starting to wake up after half a decade of going nowhere post covid oversupply. Life science names that are more speculative growth that are involved in AI drug discovery have had a tremendously good year (TWST, TXG, etc) and I think some of the sleepier, larger names could start to re-rate (you've already seen it with ILMN.) Related: https://www.engadget.com/2262087/anthropic-has-set-up-a-bio-research-lab-for-physical-experiments/ Elsewhere, I think the selling in PL is overdone.

SpiderWil

there are absurd option prices for TMO lol $0.10-$9 for 9/4

ThanksDependent1001

Anyone thinking Asts or any other stock will ever compete against the oligopoly of Verizon, TMO, or AT&T are in for a hurt. Good luck and get out while you can. ;)

Sheshkish

TMO

RevolutionaryPhoto24

Selling TMO (just freeing some capital.)

olafian

it's always good to go back to this vid [https://www.youtube.com/watch?v=TMO42qkPiio](https://www.youtube.com/watch?v=TMO42qkPiio)

tachyonvelocity

Avantor AVTR, mini but worse TMO, came out with earnings, stabilization and rounding the cyclical curve, but zero organic growth. Up +43% in 1 month. Still very undervalued compared to the 2021 biotech boom. Interestingly, AI can lead to another biotech boom, so I'm still long. As we can see compared with chips, money can be made when things look terrible but at a cyclical trough, and money lost when things look great at a cyclical top.

Rare-ish_Birb

I know when WMT, UNH, TMO, ELAN and VRTX are all green, you guys with rockets and memory are taking a real beating. 😂 NVDA 200c 08/05 tho

Rare-ish_Birb

Feels toppy. Sitting on mostly cash until we get a larger correction. Won't take much if they raise rates at next FOMC 6 weeks away. Riding some weeklies puts on JPM, GS, WMT, KRE. Calls on VRTX and TMO.

FrancisBitter

My chart gives 1h TMO at the top and trend exhaustion reached. Doesn’t have to mean it goes into a down cycle but it seems likely, short-term.

boilerdam

I was looking at TMO, REGN, RGEN, A...

Accidental-Genius

KO, PFE, WM, AVY, TMO, DHR, Or just SPHD to ride out the storm.

ThinkingOfTheOldDays

Biotech and their picks and shovels, eg TMO and DHR Bigly ☝️

dvdmovie1

There have already been hyped up names around AI drug discovery like RXRX; a name that I said a while ago that I thought was a short and wish I would have. "$CRSP, $NTLA, and $BEAM" All Ark-y names that have generally not traded that well over the last 5 years or so. I like investing in biotech, but don't own any of these. " $ILMN is building the infrastructure behind the industry," I'd rather own TMO than ILMN but life science has continued to be awful post-covid given overcapacity and other issues. I think AI would be particularly useful in terms of things like medical imaging - not long those names but that hasn't worked out well yet either - GEHC and the rest of medtech have had a lousy year. I'd like healthcare to be a more meaningful beneficiary of AI but I have yet to see the kind of meaningful progress I'd like. Most of it has been hype with little to show for it (rxrx)

_SirPunsALot_

As a fun thought experiment, I asked Google Gemini if it were a fund manager tasked with designing an ETF that could ONLY hold stocks that the Trump mentioned, what would the holdings (& percentage allocation) look like. And what would be the projected growth and dividend/distribution yield. The actual prompt was more specific, but leaving out extra details for brevity. It came up with the following: *Holdings* Tranche A: Sovereign Anchors (45%) 1] INTC: 25% 2] IBM: 20% Tranche B: Strategic Infrastructure & Disclosures (35%) 3] MP: 15% 4] MU: 10% 5] TMO: 10% Tranche C: Small-Cap Pure Plays (20%) 6] QBTS: 5% 7] RGTI: 5% 8] QUBT: 5% 9] RCAT: 5% *Projected Growth* * Projected Growth: 28% to 34% Total Return (12-Month Horizon) * Dividend & Distribution Yield: ~1.45% Blended Yield Obviously, this is a fun activity. I wouldn’t put any real money behind this (that also should tell you why I am not rich 😝).

nemodigital

Thermo Fisher TMO pumped nicely today along with a lot of biotech

pegasusCK

Bro if youre hands are truly tied by morality then just literally google that shit for ideas for ethical companies to invest in there are plenty: * **Renewable Energy:** **NextEra Energy (NEE)** is a major investor in wind and solar infrastructure. * **Environmental Sustainability:** **Waste Management (WM)** focuses on recycling, waste reduction, and renewable landfill gas. * **Healthcare:** **Thermo Fisher Scientific (TMO)** and **Medtronic (MDT)** lead in life sciences and ethical medical technology innovation. * **Consumer Goods:** **PepsiCo (PEP)** and **Costco (COST)** are recognized for supply chain sustainability and strong employee satisfaction metrics.

Status-Net2947

TMO 👀

Status-Net2947

I told you guys about TMO

Status-Net2947

TMO! Very underrated. Buy it before it’s too late

Status-Net2947

Bought a fat stack of TMO

Rare-ish_Birb

Fwiw, TMO and VRTX are up today because TMO has Analyst Day tomorrow, and VRTX CEO is speaking at a healthcare conference at 2:30pm today.... TMO 450c 05/22 VRTX 460c 06/18 And those 500c lookin tasty too. 😬

am-reddit

especially considering trump is close with TMO CEO...

RevolutionaryPhoto24

Also mb TMO and ADBE

zbern

I've looked at RMD but I just don't get it when it comes to monitoring sleep. TMO is solid but I tend to shy away from large/mega caps. When it comes to WLDN - they are sitting on a massive $1B backlog which is basically their entire market cap. They’ve beaten earnings on the last four calls, and their data center revenue is expected to double.

ptexpat

Been following WLDN. I also feel their valuation is in a decent place right now, but keep wondering why enter a bit of a "complicated situation" name. One healthcare I recently entered RMD and TMO.

Far-East-locker

# Healthcare (7 stocks)Equal-weight: +1.31% |Ticker|Name|Dec 22, 2025|Apr 28, 2026|% Change|JPM Target| |:-|:-|:-|:-|:-|:-| |**BSX**|Boston Scientific Corporation|$96.43|$59.95|\-37.83%|$135.00| |**CVS**|CVS Health|$77.04|$78.36|\+1.71%|$101.00| |**FOLD**|Amicus Therapeutics|$14.21|$14.49|\+1.97%|$19.00| |**LLY**|Eli Lilly & Company|$1074.69|$868.27|\-19.21%|$1150.00| |**RVMD**|Revolution Medicines|$80.58|$131.67|\+63.40%|$92.00| |**TMO**|Thermo Fisher Scientific|$575.13|$468.04|\-18.62%|$675.00| |**XENE**|Xenon Pharmaceuticals|$46.08|$54.26|\+17.75%|$60.00| |**Category Average**|—|—|**+1.31%**|—|

Far-East-locker

# Healthcare |**Ticker**|**Dec 22, 2025 Price**|**Apr 28, 2026 Price**|**% Change**| |:-|:-|:-|:-| |**RVMD**|$82.10|$135.30|\+64.80%| |**FOLD**|$14.50|$18.20|\+25.52%| |**BSX**|$62.40|$75.10|\+20.35%| |**TMO**|$545.00|$592.40|\+8.70%| |**XENE**|$38.20|$45.60|\+19.37%| |**CVS**|$78.00|$77.94|\-0.08%| |**LLY**|$1,072.89|$868.27|\-19.07%| |**Category Average**|||**+17.08%**|

NaluknengBalong_0918

!p vm analyze the option chain of TMO for me

greg_r_

Did TMO announce they're moving to Iran or something?

RollTideRollSocal

Caught these falling knives: GOOG, HOOD, CRWD, AMZN, INTR, TMO, PGR

hammeredtrout1

Verizon had a good earnings last quarter but is still in dire straits as a company. They no longer have the best network in the US. TMO has it and is starting to make claims about their superior wireless network. They are losing in convergence. Even with Frontier, they are woefully behind ATT in fiber passings. Who cares about “route miles” if their B2B wireline business is horrible and shedding like 10% a quarter… Their recent subscriber uptick is because their new Silicon Valley bro CEO is making very aggressive promos to show sub growth while ARPUs are dropping / no longer growing. It’s unsustainable. IMO the only reason they’re not doing worse is the genius deal they made with Cable MSOs back in 2011 or something. They’re losing subs to cable but from the data I have, they’re already over $1B in ~90% margin revenue per year from their cable wholesale agreements. Ik charter is deploying their CBRS for offload so we’ll see if this continues. Don’t buy - if you believe in fiber, but AT&T. If you want wireless, buy TMO.

Clear_Pineapple3728

TMO calls

Stocks_N_Bondage

I've been in and out of Puts on NOW for a few weeks, I have every reason to believe it's going to continue its downward slide, but can't say if it'll gap down, just that it's poised to sink. CAT and TMO seem like positioned to move up, but I hesitate to suggest as I missed several of my Call choices yesterday, I think the market is over-bought and so calls may not play... At the same time, I didn't get calls on STX yesterday because it seemed so extended - SMH, it's up 18% today...

Stocks_N_Bondage

Opened Today - Calls: CAT • TMO • TSLA • VLO • WHR - Puts: NOW • SAP *Disclaimer: this is not a man in a vest with a vice.*

tachyonvelocity

3 months ago, I told you to buy these biotech servicers, even as XBI boomed, these lagged despite earnings being stable and much lower risk than biotech. Now all up 15%, outperforming S&P500. TMO, WST, DHR, IQV, ICLR, BIO, TECH, AVTR. Bought more AVTR today, 50k position.

SambaBachata699

The main issue for Beammwave is the same as for Ericsson, Verizon, TMO, Vodafone etc: zero new use cases in 5G (and in 6G from what I see) that require substantially more bandwith or lower latency. The ONE new use case (which is not new, WISPs have worked on it for 30 years) is FWA. Look at anything from Ericsson to Ubiquiti or Sikly. They all got mmWave and cmWave PTP and PTMP systems working perfectly fine with great economics without Beammwave. They don't solve anything, no one will build mobile networks for devices using their antennas etc. This is not a question about technology, there is just no business case.

SambaBachata699

TMO handed back their mmW spectrum as there is no point building a network on it. A few more dB on the terminal antenna won't change that game. New types of devices or new applications requiring 100's of Mbps per terminal would. But there ate zero signs anything like that is about to happen. Zero need for mmW/cmW networks other than for FWA, and you simply don't ned Beammwaves technology for FWA.

True_Veterinarian443

Unveiling TMO https://www.reddit.com/r/StockMonitoring/s/ZT8R9Et98t

True_Veterinarian443

Unveiling TMO https://www.reddit.com/r/StockMonitoring/s/ZT8R9Et98t

True_Veterinarian443

Unveiling TMO https://www.reddit.com/r/StockMonitoring/s/ZT8R9Et98t

xflashbackxbrd

Excited for some potential good entries. OXY is at a good price, also liking TMO and WM.

TheRedditModsSuck

I bought all of those this year – GOOGL at ~150, RDDT at ~50, and AMD at ~80. My other greens are TMO at ~425 and UNH at 295. My only red is ADBE at 336.

LucaMidway

TMO partner, so they are preparing for that USA scale up.

wright_on_

$TMO and $DHR good plays this month

Nosemyfart

Sure. But that's the nature of business. Thermofisher scientific still makes money when failing companies with no future buy products to conduct laboratory research. That doesn't mean TMO isn't also supplying a rockstar in the making with a fantastic drug in the pipeline. Same thing with Nvidia, as long as there is a general use case for AI and ML theirs and others shovels will continue selling. Dot com bust also left phoenixes rising from the ashes to become some of the largest companies in the world.

abrandis

You realize the only reason MVNO can offer cheaper rates is because they're getting negotiating great deals from the three major Telcos that can change quickly. The legacy Telcos are definAtley bloated in terms of staff, but as Verizon is doing they're shedding workers, T and to a less extent TMO. Will do the same in the coming year

wright_on_

$LLY and $NVO obvious but still worth scaling; $DHR and $TMO good plays with exposure to manufacturing and testing; $RGEN a high beta pure play bioprocessing/chromatography. Nice basket that should see strong growth.

greenfairydusting

Тhey are thermo fisher $TMO partner btw

ThinkBigger01

Why don't you first explain why you bought companies like FTNT, TMO, DHR etc. The way this forum works is you first make your case and than people can respond to that.

Gydvinn

BSX, TSLA, TMO, ISRG... but they seem way overvalued for what they have at the moment other than tesla. Not sure if you are early. Like everything in the market, they also seem to be priced in for future success. Of course you should do your own dd, I am not recommending anything. But personally I won't touch them at these prices.

Low_Plastic363

Guys, yesterday I noted that I picked up 60 contracts of 10/24 550c for Thermo Fisher ($TMO) because they are announcing what should be good earnings next Wednesday and they could catch a government "essential manufacturer" deal in the meantime. They announced some bullshit with OpenAI this morning and popped 2.5%, so I took my $20K overnight profit and exited.

Low_Plastic363

I feel in my right nut that the government wants to invest in Thermo Fisher ($TMO) making drug ingredients domestically. Rare earths don't matter if mango can't get his herpes meds. If I'm right, I'm rich.

Low_Plastic363

$TMO calls. Get big rich if government announces investment to protect drug supply chain. Small rich if earnings beat Wednesday.

Low_Plastic363

!banbet TMO 550 9d

nirvana_always1

I sold MU 175 call and TMO 475 call this week. Missed out on 8k FML

GoSpreddit

Yes points are dollars, or close to it. They’re supposed to be referring to the indexes which aren’t “priced” in dollars. But points are closer to dollars than percents. Also I sold my TMO $550c10/17 last week for $25… worth $1200 today. So don’t feel too bad.

PostNutClarity787

TMO was the biggest missed opportunity today

tachyonvelocity

Lol you guys are completely sleeping on biotech, PFE/MRK another huge gap up because tariffs are a nothingburger, but the point is biotech was literally having a big recession crash and became cheap as fck, even the servicers like TMO, WST, DHR, IQV, ICLR, BIO, TECH, AVTR all having 5% gap up days today.

groceriesN1trip

A bunch of safe(ish) low priced, good value heath stocks ughed today. DHR ISRG MRK TMO. My assumption is they were shorted to pay for the TSLA short losses that forced the buys… just a guess

ucbcawt

TMO is better value at the moment

DevantLaMachine

If you already hold DHR why not TMO.

delatopia

https://preview.redd.it/hknzqzeu2qkf1.jpeg?width=1170&format=pjpg&auto=webp&s=e1fbb934cbdb0ac624ecec1bc66a3ff1e3c6c47c I’m a home run hitter. The four big climbs on this chart are PLTR shares, TTD calls, TMO calls and FTNT puts. I didn’t add up the gains on those four trades but I’m sure those have accounted for more than my total 571k profits and everything else was net negative. But PLTR was def an all-in (safer with shares than calls, but wish I’d figured out how to buy options by then, or known that PTIR and PTLL existed). It feels good to be able to swing for the fences with just a fraction of the portfolio.

delatopia

Not specifically politicians, but I make some trades based on activity suggested by Unusual Option Activity and CheddarFlow on YouTube. I hit for big gains on TTD and TMO calls and FTNT puts. Not everything hits, but they seem to have a good record, as there are always going to be people in the know who betray their knowledge with their big bets on calls or puts. Each of those trades was worth six figures to me. TTD: [https://youtu.be/itoUlgDyYF4?si=SKjDtrir56x3BXKd](https://youtu.be/itoUlgDyYF4?si=SKjDtrir56x3BXKd) FTNT: [https://youtu.be/Byu2tSBmK2o?si=t1xR50076F5dyvtn](https://youtu.be/Byu2tSBmK2o?si=t1xR50076F5dyvtn)

Username-Error999

TMO

dansdansy

Buy strong moats and good leadership when the company's sector is out of style. TMO, PANW, OXY are my pickups here.

CanYouPleaseChill

There is plenty of value to be found. Selling has been relentless in stocks without momentum. Some examples: LULU, DEO, NVO, TMO. Then there are small-cap value ETFs like AVUV and AVDV, sector ETFs like RSPH (equal-weight health care), and broad international ETFs like VXUS. I think all of these will easily outperform the S&P 500 over the next decade.

GoodLittleDancer

I think big pharma and biologics companies will benefit most if Prez's tariffs are deemed unconstitutional by the Appeals court or supreme court. Loading the boat with LLY, DHR, TMO, MRK.

dansdansy

TMO trucking today, up 11%

Winter_Economics_278

TMO been nice to me today.. hoping it will get to 494 and i can sell

GoodLittleDancer

Refreshing to see a good old timey company like TMO moon 10% just on stellar earnings.....and some badly positioned shorts. 😂🤣

BrilliantClarity

Shoutout to the regard who mentioned that a whale bought TMO options on the 27th of June. Thanks! Now , moving on to IOVA

According_Dot362

UNH | Most obvious BUY TODAY. THIS IS WHY: healthcare + bios are rallying hard asf MEDP prime example and now TMO after killer earnings this morning. UNITED HEALTHCARE TO THE MOON!

BrilliantClarity

TMO beat TMO | Thermo Fisher Q2 2025 Earnings - Adj EPS $5.36 (est $5.24) - Rev. $10.86B (est $10.69B) - Organic Rev. +2% (est +0.8%) - To Provide Updated Guidance During Earnings Call Still hugely undervalued IMO, this could be $500-$600

Nosemyfart

Oh I'm not arguing that. I did, but I overwhelmingly held more of the "bad" ones. I guess they were bad per se, more so just did not beat the market. All my single stocks were purchased a long time ago. I have not added any funds to that account but I do sell and buy from what is within there. And Nvidia and Meta have really helped me beat the market. I sold all of my TMO before the downturn and redistributed that to Meta, LMT and Intel. For the long term. And that move is hurting right now. But it's ok, my "wealth" is actually in my index funds. So I sleep well.

According_Dot362

TMO moving as we speak earnings after hours

dansdansy

TMO is a good long term hold despite the current funding landscape scientific research is dealing with.

IDreamtIwokeUp

Yikes...IMO most of these are very "sus". I don't think the reporter did their due diligence. * CPB - Poor quality soup with tons of additives, tons of debt, and declining market share. They got greedy with their price hikes in the past 5 years (30%+) and are getting rightfully spanked. * TMO - Picks and shovels for pharma. Most favored nation pricing rules, NIH cuts, and increased FDA scrutiny from RFK means pharma is bearish now. Q2 venture capital pharma launches were at the lowest level in years. TMO will likely do ok today for earnings...but I think in a year+ their revenue really comes down as pharma shrinks. * STZ - Younger people are not drinking as much booze. US saw a 3% drop in 2024 and China a 5%. I would be leery of investing in alcohol stocks if these trend continue.

dvdmovie1

"Thermo Fisher Scientific TMO Danaher DHR" Good companies but you had oversupply post covid, among other issues. DHR's earnings actually weren't bad but were overshadowed a bit by disappointing earnings from Sartorius this am. TMO is tomorrow I think? If you expect these to have some sort of major turnaround tomorrow, you're going to be disappointed, but I think both could do okay over the next few years. "Constellation Brands STZ Brown-Forman BF.B" People are drinking less + alcohol names are a prime example of "if it's not working, I don't want anything to do with it." At some point that's baked in, but looking forward what changes the fact that younger people seem less interested in drinking? Alco I mean also, Constellation has shit capital allocation - they lost close to a billion on Ballast Point and their investment in Canopy has lost them a few billion. "Campbell’s CPB" Have at least made a couple of decent purchases (Rao.) Maybe break it up into soups and everything else? "Merck MRK" I'm thankful for the company they bought recently that I owned, but for Merck it's part of a process of trying to refill the gap left when Ketruda's patent expires. https://www.forbes.com/sites/greatspeculations/2025/07/11/mercks-verona-acquisition-plugging-a-4b-hole-in-a-20b-gap/ "GSK GSK Bristol-Myers Squibb BMY" Meh.

AluminiumCaffeine

DHR report didnt seem terrible, life-sci interesting sector since its still beaten down post covid DHR + TMO I have watched for years now

alien-observer-37491

Did someone fat finger TMO after hours?

Berto_

It's not free it's built into the cost of your TMO service. I get HBO max "free" with AT&T

AluminiumCaffeine

BRKR has actually been doing quite okay since I bought, looks like some optimism returning to the life science basket in general at least for right now with DHR and TMO too

wtf_is_up

Stinker like TMO is pumping today. Another one of those mini-rotations into stinkers.

1ess_than_zer0

SpaceX already is… with TMO. It’s a slap on kit to an existing satellite (providing broadband internet via Starlink to a dish). They are a lot smaller and don’t have the bandwidth to support a broadband connection (hence text only right now). There is also the contract side of things and a lot of MNOs don’t want to work with Elon/Starlink for 2 reasons. 1 it’s Elon and he’s a very controversial dude right now that shoots from the hip but more importantly Elons satellite has the eNodeB on the satellite hence Starlink controls the data. Most MNOs and countries (specifically ones that have state run telecoms) will not go for this. They want to be in control of their data.

bigbrooklynlou

Purchased: QCOM, GOOGL Watching: MLR, TMO, UNH, BA, INTC

vulcan_on_earth

Just bought Thermo Fisher (TMO) … has a avg analysts price target of $545. Trading at $427.

Bryaxis_D4

watchlist for tomorrow: UNH TMO CORZ C

wtf_is_up

Stinkers like TMO bright green. RSP +.73%/SPY-0.23%. Bit of a broadening out on SPY.

Equivalent_Part4811

You missed the move on UNH. You’re essentially making an earnings bet. TMO is pretty much an earnings bet too unless you’re hedging out.

leomeng

TMO gonna announce something. Super active October option chain. If I had $$ I’m buying

BVVanceRefrigeration

The bulls need to pump this shit so they’re confidence going into TMO

brostrummer

Why did TMO just shoot up out of nowhere?

Embarrassed_Owl_762

To clarify. Yes, I was in a PUT after extended downside momentum earlier on META. You should pull up that chart and see for yourself. I watched for early signs of a slowdown, not necessarily a full reversal. When the RSI crossed up and I saw momentum weakening, I took profit (exited). Think of it like this: Strong trend moves give you the bulk of the profit Momentum indicators (like RSI or MACD/TMO) help tell you when that move might be losing steam That’s my signal to exit before a reversal, not wait for a full flip. Would be happy to break down a real example if it helps!

Jebusfreek666

I am buying every 2 weeks as long as it is under $400. If it hits $300 a share I will shift a lot of my port to TMO.

TradeVue

Yeah this is a solid idea and you’re thinking about it the right way. Selling 20 delta puts on oversold names gives you a decent buffer and high POP especially if you’re comfortable taking assignment on quality stocks that may or may not be at a good discount. BUT 8 DTE is pretty short so you’re going to get fast theta decay but also very little time for a bounce if the stock keeps bleeding a bit. I’d personally look at something like 21 to 30 DTE, (really 45 DTE and manage at 21 is what I follow), Just to let the trade breathe and have more time value if you need to roll. Also gives you more premium for the same strike. Try managing winners at 50% max profit to boost consistency and reduce risk. Trade small, trade often, trade high probability. And consider rolling positions around 21 DTE if they move against you but are still out of the money. Also, check IV rank before entering (if you don’t already) when the IVR is over 30 you’re getting paid properly. Keep your position size small to avoid getting overexposed if multiple puts go in the money. And stay mechanical don’t fall in love with the names, just follow your delta, RSI, IVR rules and let the system play out. That’s how you keep premium selling consistent and scalable over time. Also, you’re working with 50K so just make sure you’re not selling puts that would force you to take on too much exposure if more than one gets assigned. Like BRK and TMO are capital heavy names so maybe pair one of those with lower priced tickers too. Your logic is solid, you got it.

Valkorion335786

Staring at my portfolio and wondering how these shares got there. Why did I buy TMO?