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@HatedMoats Avatar @HatedMoats Hated Moats Investor

Novo Nordisk ($NVO) is facing increased competition in the obesity drug market, with Eli Lilly ($LLY) announcing a price hike for its rival drug Mounjaro and pharmacies steering patients towards Novo Nordisk's Wegovy. Additionally, a new FDA report flagged contamination issues, including cat hair and bacteria, at Novo Nordisk's Bloomington plant. Meanwhile, investors are discussing and analyzing various stocks, including Adobe ($ADBE), ASML ($ASML), and others, with some highlighting their strong competitive advantages, or "moats".

Engagements: XXXXXX #

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Social category influence finance XXXXX% stocks XXXXX% technology brands XXXXX% cryptocurrencies XXXX% countries XXXX% exchanges XXXX% automotive brands XXXX%

Social topic influence $nvo #29, asml #40, $asml #20, $adbe #13, adobe #565, $pypl #1583, open ai #3047, longterm #165, $dlo #45, stocks XXXX%

Top accounts mentioned or mentioned by @tacticzh @thebrilliantbu1 @thelonginvest @saulsohum @investingbygenz @mindset4moneyx @longoption @baselinex2024 @vincentjyong @low_iq_trader @stocksandtalks1 @mrderivatives @6figurecheck @wearycenturion @qualityinvest5 @deepicevalue @letushead @saynototrading @shivamkashan @deepvaluebagger

Top assets mentioned Novo-Nordisk (NVO) Adobe, Inc. (ADBE) PayPal Holdings Inc (PYPL) DLocal Limited Class A Common Shares (DLO) Hims & Hers Health, Inc. (HIMS) UnitedHealth Group (UNH) Intuitive Surgical, Inc. (ISRG) Alphabet Inc Class A (GOOGL) Eli Lilly and Company (LLY) Bitcoin (BTC) Microsoft Corp. (MSFT) Interactive Brokers Group, Inc. (IBKR) Pfizer, Inc. (PFE) Akropolis (AKRO) Tesla, Inc. (TSLA) Taiwan Semiconductor (TSM) Oxygen (OXY) Cream (CRM) Snap, Inc. (SNAP) Advanced Micro Devices (AMD) Lantheus Holdings, Inc (LNTH) Kemper Corporation (KMPR) Super Micro Computer, Inc. Common Stock (SMCI) FUNtoken (FUN) Opendoor Technologies Inc Common Stock (OPEN) Open Custody Protocol (OPEN) ZetaChain (ZETA) Lockheed Martin Corporation (LMT) Limitus (LMT) Masimo Corporation (MASI) Constellation Brands, Inc. Class A (STZ) Elevance Health Inc (ELV) Zoetis Inc (ZTS) Frontline Ltd. (FRO)

Top Social Posts #

Top posts by engagements in the last XX hours

"I wouldn't say it's "constrained" as they just guided revenue growth rather nicely. Demand is robust (AI is driving huge EUV orders) pricing is a major strength (see the XX% gross margin). I think production capacity is the main bottleneck. They can only build these incredibly complex machines so fast. So I believe it's a supply not a demand issue with $ASML"
X Link @HatedMoats 2025-10-15T13:34Z 6382 followers, XX engagements

"I sold $NVO puts today. Selling puts literally means getting paid while you wait to buy a stock at your desired price. Do you sell options as a strategy in investing Would you like me to write a thread/article on how I use options in my investing"
X Link @HatedMoats 2025-10-10T16:26Z 6383 followers, 8172 engagements

"🧵 ASML and Peter Lynch style approach. Why Is $ASML the Greatest Moat on Planet I'm a huge fan of Peter Lynch and his "invest in what you understand" approach. So let's answer some questions that will make it clearer what $ASML actually does and why it is so special. 👇🧵"
X Link @HatedMoats 2025-09-19T14:05Z 6384 followers, 20.8K engagements

"4/ The Noise vs. The Signal The Noise AI Will Save Us All. Mega-cap tech surged to new records as every AI-related announcement fueled a rally that seemed to have limitless momentum. The Feds Got Our Back. With no new economic data investors focused on dovish signals from the Fed. The growing consensus was that guaranteed rate cuts would continue to support the market. Trade War Old News. Wall Street was dismissive of U.S.-China tensions viewing tariffs as mere political theater unlikely to escalate. The belief was that the trade war was a relic of the past irrelevant in the age of AI"
X Link @HatedMoats 2025-10-13T12:37Z 6380 followers, XX engagements

"@Mindset4Money_X $PYPL needs Sydney's eyes in an ad"
X Link @HatedMoats 2025-10-14T06:22Z 6383 followers, XXX engagements

"@6figurecheck She'd recieve random $1B that OpenAI doesn't even have"
X Link @HatedMoats 2025-10-15T13:17Z 6383 followers, XX engagements

"@ResearchPulse1 I remember posting about this 'bold' move by $LLY which was basically trying to see how far they can go and get away with. :) I think I said back than already it can backfire in $NVO's favour and it seems it did. :) Thanks for the tag interseting to know"
X Link @HatedMoats 2025-10-12T14:51Z 6355 followers, XXX engagements

"Leverage should require a license like guns. Oh wait. $BTC"
X Link @HatedMoats 2025-10-13T14:07Z 6383 followers, 3262 engagements

"🚨 Novo News The giant Novo Nordisk just CRUSHED $HIMS The wild west of weight-loss drugs is officially coming to an end. $NVO has decided its had enough and is done letting telehealth middlemen get rich selling compounded versions of its blockbuster drug and is now making a power play to reclaim the entire channel. The News Today Novo Nordisk ( $NVO) revealed its strategy for its highly anticipated oral obesity pill stating it will launch directly on telehealth platforms like Ro and WeightWatchers as soon as it gains U.S. approval (expected in early 2026). The move is a direct shot at rival"
X Link @HatedMoats 2025-10-03T21:20Z 6384 followers, 119.6K engagements

"$NVO's price action is mess in this micro kind of view. Good news do nothing. Nothing news tank the stock. On random market panic with beta significantly lower than SP500 it tanks more than SP500. I think the big investors and institutions actually moving the price are confused as hell and it's shown in that price action"
X Link @HatedMoats 2025-10-13T21:01Z 6383 followers, XXX engagements

"🧵 Deep Dive: dLocal ( $DLO) What if a company was attacked by short-sellers and left for dead yet was still growing XX% YoY with clients like Amazon & Microsoft That's the story of dLocal ( $DLO) a company that the market loves to hate. Here's what the bears are missing. 👇 🧵"
X Link @HatedMoats 2025-09-03T12:36Z 6383 followers, 62.1K engagements

"@Sandeman52 @DeepValueBagger He can buy formula X cars if gullible people knowing no better are paying him hundreds of thousands of dollars per month for ideas found on bloody motley fool. Guy's an absolute 🤡 blocked me the moment I asked him to post his losses as well"
X Link @HatedMoats 2025-10-14T17:49Z 6384 followers, XX engagements

"2/8 Q3 2025 By The Numbers Net Sales: XXX billion (comfortably within guidance) Net Income: XXX billion (stable YoY) Gross Margin: A healthy XXXX% EPS: XXXX Consistent execution and strong profitability reinforcing the $ASML's financial stability"
X Link @HatedMoats 2025-10-15T06:56Z 6384 followers, XXX engagements

"@samdrabulok7 I use $IBKR (screenshot here) Trading212 and eToro"
X Link @HatedMoats 2025-10-10T19:09Z 6235 followers, XXX engagements

"🚨 Novo News 🚨 Novo Nordisk spent billions to solve its biggest problem - manufacturing capacity. It turns out they may have just acquired a multi-billion dollar headache instead with the FDA officially declaring their newly-acquired key plant non-compliant. The News $NVO's $XX billion shortcut to fix its supply bottlenecks just hit a wall. The FDA has slapped Official Action Indicated (OAI) status (the agency's most severe compliance rating) on Novos recently acquired fill-finish plant in Bloomington Indiana formerly owned by Catalent. The designation follows a summer inspection that found"
X Link @HatedMoats 2025-10-13T20:30Z 6383 followers, 12.6K engagements

"@TacticzH I have multiple articles in writing that's why I can't finish any of them haha $PFE and $ISRG are the closest to being finished so I'll just go with any I can finish or none if the quality is not to my standard :) And no problem it's one of the best pieces written about $NVO"
X Link @HatedMoats 2025-10-13T20:32Z 6357 followers, XXX engagements

"@TheBrilliantBu1 DYOR you know how it goes. :)"
X Link @HatedMoats 2025-10-12T15:57Z 6337 followers, XXX engagements

"🚨 Novo News Just after announcing 9000 layoffs to "trim costs" Novo Nordisk showed us what it plans to do with the savings. Go on a multi-billion dollar shopping spree to fortify its empire against its chief rival. Here's what happened. 👇 The News Today Novo Nordisk ( $NVO) announced it will acquire Akero Therapeutics ( $AKRO) for up to $XXX billion. The deal gives Novo access to Akero's promising late-stage drug efruxifermin for the treatment of MASH a severe and widespread fatty liver disease. The move is a major strategic strike by new CEO Mike Doustdar as he works to fend off intense"
X Link @HatedMoats 2025-10-09T11:02Z 6384 followers, 19.6K engagements

"What's up with all those $PYPL PainPal jokes I'm in for a week and already up 12%. 🤔"
X Link @HatedMoats 2025-10-08T08:17Z 6384 followers, 2907 engagements

"6/ Key Financial Metrics $PYPL's valuation has collapsed as we mentioned above into deep value stock territory. Key metrics like its forward P/E ratio and Price to Free Cash Flow (see image attached) are at multi-year lows far below the broader market and its historical average. This suggests the market is pricing in a dire near-zero growth scenario viewing PayPal as a "value trap." The bull case (or even the base case really.) is that this pessimism is overdone for a profitable company still growing EPS creating significant upside from a re-rating if it can execute and prove its moat is"
X Link @HatedMoats 2025-10-02T13:08Z 6278 followers, XXX engagements

"🧵Deep Dive: PayPal ( $PYPL) Priced like a melting ice cube. As if growth is over forever. I just bought. Heres why the bear narrative for PayPal is wrong. 👇 A Thread. 🧵"
X Link @HatedMoats 2025-10-02T13:08Z 6350 followers, 24.9K engagements

"🚨 Novo News In the clearest (and ruthless) signal of its new strategy Novo Nordisk is abandoning its moonshot quest to cure type X diabetes. The message is clear. The focus is no longer on cures but on dominating the massively profitable business of chronic disease treatment. The News $NVO is cutting its entire cell therapy division laying off nearly all XXX employees in the unit. The move shutters ambitious early-stage "moonshot" projects including a potential cure for type X diabetes and a therapy for Parkinson's disease. This is the latest in a rapid series of strategic shifts by new CEO"
X Link @HatedMoats 2025-10-11T09:06Z 6383 followers, 11.2K engagements

"🧵 Deep Dive: Adobe ( $ADBE) One of the biggest SaaS companies in the world by revenue. So why has its stock collapsed over XX% from its 2024 highs Is the fortress crumbling or is this the value opportunity the market is missing We did a deep dive. 🧵👇"
X Link @HatedMoats 2025-08-26T12:34Z 6384 followers, 88.8K engagements

"ASML Q3 earnings are in. A thread. 🧵👇 $ASML reports solid Q3 2025 results delivering on guidance and issuing a strong outlook for Q4. The report highlights the company's operational strength and deep technology moat even as it navigates the evolving geopolitical landscape. Here's a closer look"
X Link @HatedMoats 2025-10-15T06:56Z 6384 followers, 3810 engagements

"6/ The Week Ahead This week we are navigating a landscape of high uncertainty as a government shutdown postpones key economic data forcing a reliance on other signals to gauge the economy's health. MONDAY Starting on Monday with the IMF/World Bank Annual Meetings where global economic leaders will set the macro tone. Downgraded global growth forecasts are widely expected amid the U.S.-China trade flare-up and weakness in Europe. Any coordinated chorus of concern from central bankers or sharp rhetoric between U.S. and Chinese officials could easily amplify risk-off sentiment in the markets."
X Link @HatedMoats 2025-10-13T12:37Z 6384 followers, XX engagements

"@WealthwLars I think contexctually it would really help to also post one's average price in each position. I think $TSLA is the most overvalued stock in stock market's history but otherwise very solid picks imo"
X Link @HatedMoats 2025-10-12T14:49Z 6340 followers, XXX engagements

"🚨Markets This Week: The Tweet That Broke the Rally Stocks partied like it was 1999. Until a tweet reminded everyone that the dance floor sits atop a minefield. Here's everything important that happened last week what it means & what to expect from this one. A thread. 🧵🔽"
X Link @HatedMoats 2025-10-13T12:36Z 6383 followers, 2260 engagements

"Just saying - everyone is afraid of the impact of OpenAI and Google's Gemini capabilities on Adobe while most people don't even know Adobe is actively collaborating with them and implementing their AI in its ecosystem. However I understand anyone that doesn't have enough conviction and it's natural they go for opportunities where they feel more comfortable. :)"
X Link @HatedMoats 2025-10-12T14:56Z 6346 followers, XXX engagements

"🚨 Novo News HEDGE FUNDS ARE SELLING . says the clickbait headline. The noise. While a small fund actually made headlines for trimming its Novo Nordisk position the real story was happening in the background. The smart money was quietly buying the stock by the truckload. The News Recent SEC filings reveal a massive divergence of opinion on Novo Nordisk ( $NVO). While one small investment firm (Means Investment CO. Inc) reduced its holdings a wave of major institutional funds made enormous buys during the first and second quarters. Notably Kingstone Capital increased its stake by over 300000%"
X Link @HatedMoats 2025-10-13T07:22Z 6384 followers, 12.7K engagements

"ADOBE RE-RATE 🚨 After the convincing earnings I'm re-rating $ADBE from a 'Moderate Buy' to 'Buy'. I recalculated potential upside which is still conservative estimate at lower end of price range. Upper base case and Bull case (see image attached) could bring XX% to XXX% return respectively. NFA personally I have limit orders waiting should the price decline further"
X Link @HatedMoats 2025-09-17T08:53Z 6384 followers, 15.6K engagements

"Show me something more beautiful. I don't know who needs to hear this but adopting new tech to a giant with a giant network of giant customers is easier better and more efficient than doing the same thing from zero. That's why AI boosts $ADBE's moat and doesn't erode it"
X Link @HatedMoats 2025-09-11T22:14Z 6248 followers, 17.8K engagements

"1. no data indicating "lot of people cancelling" afaik X. by integrating AI in their massive ecosystem all of their AI products are seeing good results in growth X. in real professional environment what you call "everyone" can do with a prompt actually means Adobe products are needed more than anytime before due to the poor quality of everyone thinking how basic AI is good enough. It's not by far. And professionals need to fix that. Yes with Adobe products"
X Link @HatedMoats 2025-10-12T10:08Z 6288 followers, XXX engagements

"Dad tweets son shorts. You call it insider trading. I call it good parental guidance. We are not the same"
X Link @HatedMoats 2025-10-12T12:03Z 6384 followers, 4852 engagements

"🚨 BREAKING $NVO NEWS Just a year after being crowned Europe's most valuable company Novo Nordisk is now cutting 9000 jobs in a massive painful restructuring aimed at fending off its rivals. The stock tanked X% on the news. Here's what's going on and why I think it's long-term Bullish news🧵👇"
X Link @HatedMoats 2025-09-10T06:11Z 6247 followers, 21.8K engagements

"@QualityInvest5 Yeah that's a quality argument. The stock must've hurt you too much. :)"
X Link @HatedMoats 2025-10-13T21:37Z 6343 followers, XXX engagements

"7/ Risk Factors PayPal's primary risk is intensifying competition. Rivals like Stripe Adyen and Big Tech (and other niche and/or local(smaller potential disruptors) are pressuring margins and market share forming the core of the bear case that $PYPL's competitive moat is eroding. This is compounded by market saturation in developed economies and macroeconomic risks that could slow consumer spending. Internally we believe the company faces significant execution risk as its new CEO implements a turnaround strategy (which must work out rather flawlessly). While regulatory and security risks also"
X Link @HatedMoats 2025-10-02T13:08Z 6248 followers, XXX engagements

"@HikerTrash2 Thank you I really appreciate people like you that even if we have disagreements in opinions (e.g. on some stocks) it's still civil debate where we can even joke and not some toxic rude BS that's so prevalent throughout the internet"
X Link @HatedMoats 2025-10-12T18:22Z 6348 followers, XX engagements

"The way I see it i's not a slowdown it's smart cost optimisation. $TSM will always use DUV for simpler layers. The key is "litho intensity". For advanced nodes like N2/A16 the number of layers that require EUV actually increases. Today's $ASML Q3 results prove it. 3.6B in EUV bookings means that demand for the irreplaceable tech is stronger than ever"
X Link @HatedMoats 2025-10-15T13:23Z 6383 followers, XX engagements

"Some of my holdings currently be like: $NVO wants to get above $XX No I don't think so pal. $ADBE will go above $XXX finally right Right $PYPL above $XX Let's make some nonsense selloff for no bloody reason as soon as possible. $DLO confidently above $XX I don't think so pal. $GOOGL remaining a 3T company Why would they They're only the best company in the world $UNH will stabilise above $XXX right Right . $ASML: "Anyway I started blasting.""
X Link @HatedMoats 2025-10-06T19:48Z 6384 followers, 16.4K engagements

"@DeepIceValue Isn't it the $OXY deal"
X Link @HatedMoats 2025-10-12T18:23Z 6336 followers, XXX engagements

"@drstrange92 @letushead Exactly The strategy of 'Switzerland of AI' is one of the best moves in my opinion"
X Link @HatedMoats 2025-10-12T14:45Z 6332 followers, XX engagements

"7/ One Chart That Matters A critical disconnect that defines the market. Stock prices have soared to all-time highs on AI hype and Fed policy while consumer confidence has plummeted. This divergence between Wall Street's optimism and Main Street's reality is unsustainable and the recent sell-off might be the first sign of this gap closing as stocks are forced to confront reality. The core risk is that weak consumer sentiment will eventually hit spending which drives XX% of the economy. The market's "head in the clouds" valuations cannot indefinitely ignore the "feet on the ground" financial"
X Link @HatedMoats 2025-10-13T12:37Z 6377 followers, XX engagements

"What are your thoughts on the gambling stocks $GAMB and $EVO Is any of them worth a deep fundamental analysis in your opinion"
X Link @HatedMoats 2025-10-07T21:07Z 6383 followers, 3416 engagements

"So are you ready for X to be flooded with how obvious it was to buy $PYPL Or $ADBE for that matter And yes $NVO as well. Hated Moats shall prevail"
X Link @HatedMoats 2025-10-08T15:43Z 6384 followers, 19.8K engagements

"@SayNoToTrading Curious why don't you feel comfortable with sizable amount in $DLO"
X Link @HatedMoats 2025-10-10T16:26Z 6383 followers, XXX engagements

"@adudetrading There we go We managed to find someone delusional enough to claim this is bullish for Hims 😂"
X Link @HatedMoats 2025-10-04T09:44Z 6341 followers, XXX engagements

"5/8 Bookings Confirm Leadership in Advanced Tech Net bookings remain strong and stable for $ASML at XXX billion. The key story is the demand for cutting-edge technology: EUV systems accounted for XXX billion (67%) of all bookings. This shows continued robust investment in AI and high-performance computing from global customers"
X Link @HatedMoats 2025-10-15T06:56Z 6384 followers, XXX engagements

"The full analysis is here:"
X Link @HatedMoats 2025-10-15T17:20Z 6383 followers, XXX engagements

"@reallyoptimized Agree with the text not sure I understand the visualisation. Market correction/crash doesn't affect you"
X Link @HatedMoats 2025-10-10T16:29Z 6355 followers, XXX engagements

"@letushead I believe the whole bear narrative of AI disruption was killed by the latest earnings. Adobe is showing good results in AI and actually integrating AI by OpenAI ang Google"
X Link @HatedMoats 2025-10-12T14:44Z 6383 followers, XXX engagements

"@baselineX2024 That's understandable and actually a very solid reason to stay away :)"
X Link @HatedMoats 2025-10-12T16:01Z 6384 followers, XXX engagements

"2/ Quick Takeaway (tl;dr) AI euphoria sent markets to record highs until surprise China tariffs caused a sharp sell-off exposing deep vulnerabilities to trade policy risks. The Big Story Driven by AI euphoria and hopes for Fed rate cuts Wall Street hit new all-time highs while ignoring negative signs. That optimism ended with a shock on Friday. The Real Story President Trumps surprise tariff threats against China triggered the sharpest sell-off since April. The tech-fueled rally met a harsh reality check cracking market complacency overnight as geopolitics took center stage. The Core Risk The"
X Link @HatedMoats 2025-10-13T12:36Z 6383 followers, XX engagements

"@TacticzH Not as bad as them manufacturing there tarnishing reputation but indeed bad nonetheless. Sources:"
X Link @HatedMoats 2025-10-13T21:03Z 6384 followers, XXX engagements

"6000 X followers 🎉 XXX Subscribers 🎉 Thank you all so much for your support I can see smaller reach especially on Substa*ck that's why I appreciate even more every single one of you joining us there It really means a lot. :) Let's build this moat together 🏰"
X Link @HatedMoats 2025-10-09T18:48Z 6379 followers, 6125 engagements

"$ADBE at its XX week low for no real reason. $CRM being down despite the OpenAI deal for no real reason. $PYPL being back down in its Pain stock price for no real reason. All Hated Moats that will do well in my option"
X Link @HatedMoats 2025-10-15T20:18Z 6383 followers, XXX engagements

"3/8 Strong Forward Guidance Signals Confidence $ASML projects a powerful end to the year. Q4 Outlook: Net sales expected between 9.2B and 9.8B. Full Year 2025: Total sales growth is now forecast at around XX% over 2024. This robust guidance points to accelerating momentum heading into 2026"
X Link @HatedMoats 2025-10-15T06:56Z 6383 followers, XXX engagements

"Losers of the day (August 6th 2025): 🔴 -XXXXX% $LNTH Lantheus Holdings Inc. 🔴 -XXXXX% $OPEN Opendoor Technologies Inc. 🔴 -XXXXX% $KMPR Kemper Corp. 🔴 -XXXXX% $FUN Six Flags Entertainment Corp. 🔴 -XXXXX% $SMCI Super Micro Computer Inc. 🔴 -XXXXX% $SNAP Snap Inc. 🔴 -XXXX% Bayer AG 🔴 -XXXX% $AMD Advanced Micro Devices Inc. 🔴 -XXXX% $NVO Novo Nordisk A/S Where I see the current Hated Moat: $NVO Do you own any of these"
X Link @HatedMoats 2025-08-06T21:52Z 6366 followers, XXX engagements

"@SuperValue16 Just like the logo :)"
X Link @HatedMoats 2025-10-09T13:20Z 6384 followers, XXX engagements

"@SayNoToTrading @pepemoonboy So essentially you'll win either way Also can you really own enough of $ISRG The hospital I work at recently bought yet another Da Vinci babe they're spectacular"
X Link @HatedMoats 2025-10-11T21:49Z 6337 followers, 1484 engagements

"@Merzy_123 I'd recommend reading this:"
X Link @HatedMoats 2025-10-12T15:13Z 6357 followers, XXX engagements

"@QualityInvest5 I'm just not sure i follow giving all this energy to a company one dislikes and intends NOT to invest in it. Is it for clicks reactions or what's the point It's like I'd post about $HIMS all the time"
X Link @HatedMoats 2025-10-13T20:47Z 6384 followers, 2961 engagements

"@baselineX2024 It's double edged sword with inflation being sticky I don't think even the September cut was a good idea really"
X Link @HatedMoats 2025-10-13T14:08Z 6323 followers, XX engagements

"6/8 Innovation Drives the Future $ASML continues to widen its moat: Shipped its first Advanced Packaging system entering a new high-growth market. Partnered with Mistral AI to enhance system performance across its entire portfolio. These moves support the long-term annual sales target of 44B - 60B by 2030"
X Link @HatedMoats 2025-10-15T06:56Z 6384 followers, XXX engagements

"4/8 Addressing 2026 & China $ASML is proactively managing expectations guiding for a significant decline in China sales in 2026 after a very strong 2024/2025. Crucially the company's diversified demand allows for a resilient outlook: ASML does not expect total 2026 sales to be below 2025 levels"
X Link @HatedMoats 2025-10-15T06:56Z 6383 followers, XXX engagements

"@Mindset4Money_X Great thread Andy What's the better opportunity right now in your opinion $ZETA or $CSU"
X Link @HatedMoats 2025-10-10T15:47Z 6234 followers, XXX engagements

"🚨 Novo Nordisk loses important court case in U.S. Here's what it means 👇 The News Yesterday a federal appeals court unanimously rejected $NVO lawsuit challenging the U.S. Medicare drug price negotiation program. The court affirmed the government's power to negotiate prices for six of Novo's insulin products and stated that the law bars courts from reviewing which drugs are selected. This ruling is the latest in a string of identical court defeats for major drugmakers like AstraZeneca and Bristol Myers Squibb with the decision coming from a bipartisan panel of judges. My Take While the"
X Link @HatedMoats 2025-10-07T06:55Z 6383 followers, 25.7K engagements

"Crypto is speculation with zero intrinsic value. Always has been. If one mean tweet can trigger the biggest liquidation event in its history what will a real negative geopolitical or macroeconomic event do"
X Link @HatedMoats 2025-10-11T17:55Z 6346 followers, 5238 engagements

"$ADBE remains one of my biggest conviction play. Do you agree and if not why"
X Link @HatedMoats 2025-10-12T09:18Z 6383 followers, 45.2K engagements

"@DividendDynasty Oh boy do I have some reading for you. :)"
X Link @HatedMoats 2025-10-13T20:58Z 6384 followers, 2010 engagements

"Waiting for OpenAI to close a deal with Lockheed Martin $LMT so the soldiers can generate a heartfelt apology letter before launching the drone"
X Link @HatedMoats 2025-10-15T12:15Z 6384 followers, 1365 engagements

"5/ The Noise vs. The Signal The Signal Friday's sharp market sell-off served as a brutal reality check for a market priced for perfection. The plunge which saw the S&P XXX drop XXX% and the Nasdaq XXX% for their worst day since April was triggered by President Trumps sudden threat of a massive tariff increase on all Chinese goods. This move shattered the deep-seated investor complacency that had been built on dominant narratives of AI mania and guaranteed Federal Reserve rate cuts. It proved that the rally was gliding on a psychological foundation that was no match for the harsh reality of an"
X Link @HatedMoats 2025-10-13T12:37Z 6379 followers, XX engagements

"$ASML is reporting their earnings tomorrow. I'll try to write a breakdown of the earnings if time will allow. Meanwhile you can look into this thread finding out what this company actually does and why they have the greatest moat on earth. 👇"
X Link @HatedMoats 2025-10-14T21:35Z 6383 followers, 3211 engagements

"Our commentary on $ASML Q3 earnings was just published. China sales exploded to XX% of revenue. Yet management says 2026 can beat 2025 with less China. How We break down the how & why the long-term AI moat is stronger than ever. Don't miss our full take. Link in bio"
X Link @HatedMoats 2025-10-15T16:37Z 6383 followers, 1195 engagements

"@TacticzH $NVO $DLO $UNH $ADBE and $MASI from already owned $CSU $STZ $ELV $ZTS from those I'm interested do research deeply"
X Link @HatedMoats 2025-10-10T20:49Z 6383 followers, 1339 engagements

"🚨 Novo News In a move that screams "the war has changed" $NVO is simultaneously spending billions to expand its most important U.S. factory while firing the very people who work on its production lines. How does that make sense & why do they do this The News Novo Nordisk ( $NVO) has laid off dozens of frontline manufacturing employees at its key Clayton North Carolina plant the facility responsible for producing the blockbuster drugs Wegovy and Ozempic. The cuts affecting roles from quality control to production technicians are part of a broader global restructuring. This move comes amid"
X Link @HatedMoats 2025-10-07T09:29Z 6379 followers, 8385 engagements

"Okay so I have to get like 2M impressions in X month if I want to get that monetised gig. Despite some semi-viral stuff I barely have 3M since mid-August. So my question is - are all of you just here all the time to earn $XX and that's it or what is going on"
X Link @HatedMoats 2025-10-12T13:39Z 6383 followers, 3742 engagements

"You can read the whole analysis here:"
X Link @HatedMoats 2025-10-15T17:14Z 6384 followers, XXX engagements

"Guys this week's (or more like last week's) deep dive is in progress but it's a slow one since I'm buying a flat and I'm busy with that. I hope to post the deep dive on Wednesday or Thursda so stay tuned Meanwhile read this gem about $NVO by the one and only @TacticzH"
X Link @HatedMoats 2025-10-13T19:53Z 6384 followers, 6464 engagements

"8/8 Overall Takeaway ASML delivered another quarter of solid execution. While navigating known geopolitical shifts the company's core business is doing well. Strong Q4 guidance dominant EUV bookings and continued innovation paint a clear picture of resilience and long-term growth. The technology leader is on a firm footing"
X Link @HatedMoats 2025-10-15T06:56Z 6383 followers, XXX engagements

"@meeijer $NVO $UNH if one believes it'll reclaim ATH and $TMDX looks interesting though I haven't valuated it"
X Link @HatedMoats 2025-10-08T20:25Z 6382 followers, 7227 engagements

"🚨 The FDA is finally cracking down on the "wild west" of online weight-loss drug ads. The first target Hims & Hers' ( $HIMS) Super Bowl commercial for compounded GLP-1s. The News FDA Commissioner Martin Makary said $HIMS violated federal law by hyping the benefits of weight-loss drugs without mentioning risks. This comes right after Trumps directive for tougher enforcement of direct-to-consumer drug ads. The FDA now plans 100+ cease-and-desist orders and thousands of warning letters. My Take This isnt just an ad violation but also moat protection. Novo Nordisk ( $NVO) has the clinical data"
X Link @HatedMoats 2025-09-16T08:30Z 6240 followers, 9873 engagements

"🚨 ADOBE ALERT I DREW TWO LINES ON A CHART You won't believe what happened next❗ . is this how the technical analysis bros do it over here What this weekly chart of $ADBE DOES tell us though: 1/ The first price imbalance ("gap") some geezer named Wyckoff talked about is XX% from the current price. 2/ The second gap to fill starts at about XX% from current level. 3/ Adobe shouldn't really dip below $XXX What does this all mean Nothing really since fundamentals are what will drive & decide the price not silly lines on a chart drawn by dumb money. Thanks for attending my Hated TA-lk"
X Link @HatedMoats 2025-10-03T16:03Z 6342 followers, 9310 engagements

"🗓 Tomorrow Sept. XX our new deep dive goes live After XX hours of thorough work we're covering a med-tech innovator that's fallen over XX% from its highs and we're buying it. Can you guess the company Drop your best guess below 👇 Don't miss it"
X Link @HatedMoats 2025-09-17T22:13Z 6355 followers, 1763 engagements

"7/8 Commitment to Shareholder Returns The company continues to reward investors: An interim dividend of XXXX per share will be paid in November. XXX million in shares were repurchased in Q3. A new share buyback program by $ASML is planned for announcement in January 2026 signaling confidence in the long-term value"
X Link @HatedMoats 2025-10-15T06:56Z 6384 followers, XXX engagements