TPZ

SchezwnChakli56Tikli

I’ll speak to #1 since I’ve followed this one closely. On **GE Vernova (GEV):** I’ve listened to all their quarterly earnings calls since the spin. The core thesis is pretty straightforward: as long as global power demand keeps accelerating, especially from AI/data centers and electrification, they’re structurally positioned well. A few key points: * Their **Gas Power segment** (natural gas turbines + services) is effectively sold out for several years (management has indicated backlog stretching close to 2030). That segment still represents a large portion of revenue and cash flow. * They’re one of very few global manufacturers capable of producing large-scale, high-efficiency gas turbines at scale. * The AI/data center buildout is creating incremental baseload demand, not just renewable demand. Gas turbines are currently the fastest scalable solution for reliable dispatchable power. * Also Not sure if you heard SOTU yesterday, but President Trump wants Tech Companies to bring their own power for the Data Centers without connecting into the Grids like ERCOT and PJM. So if all the Big Tech companies want their own power, GEV will be prime contender for it. That said, the stock has already priced in a lot of this optimism. The real questions going forward are: * Can they execute without supply chain bottlenecks? * Do margins expand as backlog converts to revenue? * Does order growth stay strong beyond the current cycle? On the broader power theme, it’s not just GEV. You also have: * **Constellation Energy (CEG):** major nuclear fleet, positioned for 24/7 clean baseload power. Nuclear is increasingly being reconsidered as AI power demand rises. They are reactivating their other defunct Nuclear plants since they know the energy demand is much more than supply. * **Bloom Energy (BE):** solid oxide fuel cells converting natural gas/hydrogen to power for distributed use cases. If you want to simplify it, just look at the Holding Companies of \- $GRID \- $ELFY \- $VOLT \- $AIPO \- $ZAP \- $TPZ \- $POWR \- $NLR Personally, I have meaningful allocation to a mix of GEV, CEG, and BE, but I treat it as a structural power demand thesis, not a short-term trade.

wolvendael

you realize by comparing max tirzp or VKTX weight loss figures, you're cherry picking as well. you can't compare WL figures for the max dose and then pick the side effects from a medium dose. If you look at tirzep p2 in MASH, the only tolerable dose for TPZ (med dose) had the same WL has pemvi in p2. So they are literally the same when controlling for dose and d/cs. Obesity drugs will not seamlessly translate to MASH. Tolerability is the most important thing. And why do you continue to ignore $250m in cash and $100m in credit facility? That is just about enough for a full p3 in MASH with 900 biopsy patients - though I'd love to see them raise $100m more. Not to mention this is the classic logical trap of: I know they're trading at cash...that's bc they need more capital, then they'd be 10x and in line with peers. But they can't raise it - otherwise they'll tank 30%! Every drug that has raised funds going into p3 in MASH has appreciated in price. Viking has basically abandoned MASH....no p2 results in a year, no p3 plans. At the last MASH conference, KOL Rohit Loomba literally said from the podium, "I don't know what they're doing...has anyone heard from them??" and then moved on to other drugs. Viking is dead in MASH.

nopenope12345678910

For your viewing pleasure: Name brand mounjaro pen - https://www.janoshik.com/tests/32520-mounjaro_15_mg05_ml_SS4LP3TPZ2PF Chinese Tirzepatide - https://www.janoshik.com/tests/34291-Tirzepatide_30mg_L4VUQLMTJ4S3 It’s laughable that one can order these meds at higher purity from China, pay out of pocket for multiple lab tests to be done to ensure purity and dose, and still save money.

BCECVE

Exactly what I am thinking. Ray Dalio, Druckenmiller, both think we will go sideways for the next decade because of all the debt out there. Some of my picks, EC, SACH, TPZ on Toronto, FLEX - shipping, Higher risk but I have done a fair bit of research. I also put $40 000 in Metro (food store) bond, matures 2047, price 88 cents on the dollar, yielding 5%, credit rating BBB - investment grade. Leading indicators are pointing down strongly so I bet I make a nice gain on this and sell in two or three years and pick up slaughtered carcasses.