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"But while SPX and NDX leveraged ETF AUM both are at 1+yr highs the two largest single stock ETFs $TSLA and $NVDA both fell last week with TSLA -$562mn to $7.5bn while NVDA was -$205mn to $6.4bn still though near the highest since Feb. 3rd place $MSTR also fell -$572mn to $2.9bn. $PLTR moved back into the fourth spot just above $COIN at $1.23b vs $1.22bn"
@neilksethi on X 2025-07-29 03:35:00 UTC 12.7K followers, 3367 engagements
"Margins shrank. Pipeline ballooned. 😬 Q2 2025 revenue for $MRNA: down to $241m. Net loss $1.3bn. Yet XX pipeline programmes with X in phase X catch the eye. Infectious diseases still pay the bills. Oncology and cardio push for a futuremRNA-4157 mRNA-0184. BioNTech trails at XX programmes. R&D burn hits $1.2bn but cash piles up at $12.2bn. Shares hover at $XX P/S XXX well off pandemic highs. Consensus sees $4.8bn 2026 revenue but the street stays twitchy. XX% buy ratings up from XX% in January per FactSet. Spikevax lost ground now just XX% US flu share. Write-downs climb competitors circle."
@whispertickers on X 2025-07-27 11:18:17 UTC XXX followers, XX engagements