# ![@KontraInvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::131843346.png) @KontraInvest Kontra

Kontra posts on X about $nvo, $teva, $lly, $amzn the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::131843346/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::131843346/c:line/m:interactions.svg)

- [--] Week [------] -32%
- [--] Month [-------] +856%
- [--] Months [-------] +528%
- [--] Year [-------] +351%

### Mentions: [--] [#](/creator/twitter::131843346/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::131843346/c:line/m:posts_active.svg)

- [--] Week [--] -18%
- [--] Month [--] +63%
- [--] Months [---] +61%
- [--] Year [---] +26%

### Followers: [-----] [#](/creator/twitter::131843346/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::131843346/c:line/m:followers.svg)

- [--] Week [-----] +2.10%
- [--] Month [-----] +6.50%
- [--] Months [-----] +11%
- [--] Year [-----] +25%

### CreatorRank: [-------] [#](/creator/twitter::131843346/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::131843346/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [countries](/list/countries)  [fashion brands](/list/fashion-brands)  [cryptocurrencies](/list/cryptocurrencies)  [luxury brands](/list/luxury-brands)  [social networks](/list/social-networks) 

**Social topic influence**
[$nvo](/topic/$nvo) #6, [$teva](/topic/$teva), [$lly](/topic/$lly) #1, [$amzn](/topic/$amzn), [$nvda](/topic/$nvda), [nvda](/topic/nvda), [asml](/topic/asml), [$vktx](/topic/$vktx), [$asml](/topic/$asml), [$hims](/topic/$hims) #411

**Top accounts mentioned or mentioned by**
[@researchpulse1](/creator/undefined) [@investseekers](/creator/undefined) [@qualitystocksa](/creator/undefined) [@bioinvestor24](/creator/undefined) [@dissectmarkets](/creator/undefined) [@bethkindig](/creator/undefined) [@jcannush](/creator/undefined) [@topsecretstocks](/creator/undefined) [@couchinvestor](/creator/undefined) [@ftrinvestors](/creator/undefined) [@jbulltard1](/creator/undefined) [@investmenttalkk](/creator/undefined) [@stockmktnewz](/creator/undefined) [@tickersymbolyou](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@rampcapitalllc](/creator/undefined) [@duedoctor](/creator/undefined) [@ecommerceshares](/creator/undefined) [@tihobrkan](/creator/undefined) [@doctorsalomon](/creator/undefined)

**Top assets mentioned**
[Novo-Nordisk (NVO)](/topic/$nvo) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [Eli Lilly and Company (LLY)](/topic/$lly) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Advanced Micro Devices (AMD)](/topic/$amd) [Apple, Inc. (AAPL)](/topic/$aapl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Microsoft Corp. (MSFT)](/topic/$msft) [Micron Technology, Inc. (MU)](/topic/$mu) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Ferrari N.V. (RACE)](/topic/$race) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Intel Corporation (INTC)](/topic/$intc) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Cloudflare, Inc. (NET)](/topic/$net) [Uber Technologies, Inc. (UBER)](/topic/$uber) [AbbVie Inc (ABBV)](/topic/$abbv) [Johnson & Johnson (JNJ)](/topic/$jnj) [Danaher Corporation (DHR)](/topic/$dhr) [Alibaba Group (BABA)](/topic/$baba) [Nike Inc (NKE)](/topic/$nke) [Okta Inc (OKTA)](/topic/$okta) [Goldman Sachs (GS)](/topic/goldman-sachs) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Amgen, Inc. (AMGN)](/topic/$amgn) [Netflix Inc (NFLX)](/topic/$nflx) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Lam Research Corporation (LRCX)](/topic/$lrcx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The company has three revenue components: Instruments and Accessories (50% of sales) Systems (about 30% of sales) and Services (about 15% of sales). Intuitive is headquartered in Sunnyvale California"  
[X Link](https://x.com/KontraInvest/status/1414710886422429703)  2021-07-12T22:18Z [----] followers, [--] engagements


"$IQV IQVIA Holdings was formed by the [----] merger of Quintiles the largest clinical contract research organization (CRO) which conducts clinical trials on behalf of pharma and IMS Health the dominant provider of data information and analytics to pharma and biotech"  
[X Link](https://x.com/KontraInvest/status/1414710896778170370)  2021-07-12T22:18Z [----] followers, [--] engagements


"Thread about transformations of [--] companies during the last decade - here are the first [--] $NFLX $ADBE $AMZN $0700.HK $MSFT 👇👇👇👇👇"  
[X Link](https://x.com/KontraInvest/status/1420006142630105129)  2021-07-27T13:00Z [----] followers, [--] engagements


"* Net income has grown [--] times between [----] and [----] from $274 M to $21B * Share price has developed from $265 at the end of [----] to $3585 today or more than 12x. Since its IPO in [----] the share price is up 2390x"  
[X Link](https://x.com/KontraInvest/status/1420006264285892636)  2021-07-27T13:00Z [----] followers, [--] engagements


"#Tencent $0700.HK Industry: Internet Revenue 2020: $75 Bn HQ: Shenzhen China Transformation: Tencent transformed from an online messenger and game business to an all-around technology business that has a presence in entertainment gaming autonomous vehicle cloud and fintech"  
[X Link](https://x.com/KontraInvest/status/1420006266240438299)  2021-07-27T13:00Z [----] followers, [--] engagements


"Semiconductors 💻 Broadcom $AVGO Advanced Micro Devices $AMD Micron Technology $MU ASML Holding $ASML MKS Instruments $MKSI Applied Materials $AMAT Infineon Technologies $IFX.DE Lam Research Corp $LRCX ETFs iShares Semiconductor ETF $SOXX VanEck Vectors Semiconductor $SMH"  
[X Link](https://x.com/KontraInvest/status/1427978638113361923)  2021-08-18T13:00Z [----] followers, [--] engagements


"$ASML is perhaps the best run company you never heard about. ASML is Changing the world one nanometer at a time. $ASML is the leading supplier of lithography equipment for the manufacture of semiconductor devices"  
[X Link](https://x.com/ditlevfriis/status/1432337888226729990)  2021-08-30T13:42Z [----] followers, [--] engagements


"Potentially unpopular opinion; Peloton needs a new management team $PTON"  
[X Link](https://x.com/ditlevfriis/status/1483521320231002118)  2022-01-18T19:26Z [----] followers, [--] engagements


"Micron $MU suffered a -90% drawdown during the dot com bust 🤯"  
[X Link](https://x.com/ditlevfriis/status/1531744520211161088)  2022-05-31T21:08Z [----] followers, [--] engagements


"Super interesting thesis on $MU by Leviathan. Thanks for the insights @viggy_krishnan @AutumnCapital @PythiaR Regarding $MU I absolutely can trust that DRAM wont turn because from this point forward its very unlikely as most of the demand is now coming from highly recurring data center demand which is also growing incredibly fast & accelerating growth as it grows. @viggy_krishnan @AutumnCapital @PythiaR Regarding $MU I absolutely can trust that DRAM wont turn because from this point forward its very unlikely as most of the demand is now coming from highly recurring data center demand which is"  
[X Link](https://x.com/ditlevfriis/status/1538898377877897216)  2022-06-20T14:55Z [----] followers, [--] engagements


"@long_equity $NOVO-B.CO $DSV.CO $ATCO-A.ST $MC.PA $AFX.DE"  
[X Link](https://x.com/KontraInvest/status/1573423257612582912)  2022-09-23T21:25Z [----] followers, [--] engagements


"$META back to [----] levels AH"  
[X Link](https://x.com/ditlevfriis/status/1583241197077700608)  2022-10-20T23:38Z [----] followers, [--] engagements


"Warren Buffett The Investor CEO Capital allocation Patience Frugal"  
[X Link](https://x.com/ditlevfriis/status/1596886685899698176)  2022-11-27T15:20Z [----] followers, [--] engagements


"The future is as simple as A B C: AI Big Data Cybersecurity $NVDA $CRWD $AMD $MSFT $INTC $MU $OKTA $PLTR $NET"  
[X Link](https://x.com/ditlevfriis/status/1599101216218386432)  2022-12-03T18:00Z [----] followers, [--] engagements


"Qualcomm $QCOM stands for "QUALity COMMunications""  
[X Link](https://x.com/ditlevfriis/status/1599488730523668480)  2022-12-04T19:40Z [----] followers, [--] engagements


"@European_DGI Some to consider: from across Europe: $BMW.DE $DANSKE.CO $SWED-A.ST $SU.PA $KNEBV.HE"  
[X Link](https://x.com/KontraInvest/status/1613156356550262784)  2023-01-11T12:50Z [----] followers, [---] engagements


"@BusinessFamous $BMW.DE"  
[X Link](https://x.com/KontraInvest/status/1617944390512824321)  2023-01-24T17:56Z [----] followers, [--] engagements


"Wondering if new pricing models are the real innovation and if this should be added as a criteria to a companys evaluation: - Netflix (subscription) $NFLX - Uber (dynamic) $UBER - Google (auction) $GOOG - Ryanair (unbundling) $RYA.IR Other examples"  
[X Link](https://x.com/ditlevfriis/status/1618274926762536961)  2023-01-25T15:49Z [----] followers, [---] engagements


"Absolutely mind-blowing growth at this scale from a pharmaceutical company (not doing vaccines) $NVO"  
[X Link](https://x.com/ditlevfriis/status/1621179739141718022)  2023-02-02T16:12Z [----] followers, [---] engagements


"Netflix has come a long way since launching on April [--] 1998🚀 #NetflixSuccess http://NetFlix.com http://NetFlix.com"  
[X Link](https://x.com/KontraInvest/status/1646818364893941760)  2023-04-14T10:11Z [----] followers, [--] engagements


"6/7 Why it's important: A Needham analyst compared major players in the streaming segment crediting Disney & Amazon's Prime Video for their better OTT strategy & deeper pockets💼 beating both Warner Bros. Discovery & Netflix🎥 #StreamingWars"  
[X Link](https://x.com/KontraInvest/status/1646818366550691842)  2023-04-14T10:11Z [----] followers, [--] engagements


"@JayBWealth Everyone has their own strategy or should have. What is the [--] and [--] year return on $HYLD and $JEPI"  
[X Link](https://x.com/KontraInvest/status/1646834945443151872)  2023-04-14T11:17Z [----] followers, [---] engagements


"@cphcompounder Yes all for that. As an example look at Novos development in share capital. And it is set to continue"  
[X Link](https://x.com/ditlevfriis/status/1647547282613497856)  2023-04-16T10:27Z [----] followers, [--] engagements


"1/7 📢 Big news in #cybersecurity For the second consecutive year #CrowdStrike (Nasdaq: $CRWD) has ranked #1 in revenue in Managed Detection and Response (MDR) according to Gartner's "Market Share: Managed Security Services Worldwide 2022" report. 🏆"  
[X Link](https://x.com/ditlevfriis/status/1658714028791693312)  2023-05-17T06:00Z [----] followers, [--] engagements


"Should add that I am long $CRWD and this is not advice but I believe cybersecurity is a secular trend where we are only very early"  
[X Link](https://x.com/ditlevfriis/status/1658732179696898049)  2023-05-17T07:12Z [----] followers, [--] engagements


"YTD $AMZN has performed as well as $GOOG yet no one seems to notice this"  
[X Link](https://x.com/ditlevfriis/status/1658736573867778048)  2023-05-17T07:29Z [----] followers, [--] engagements


"1/11 🌍 The Carbon credit and removal economy continues to develop. JPMorgan $JPM is investing $200 million in carbon removal. The largest U.S. bank aims to neutralize its environmental footprint and lead the burgeoning clean-energy sector"  
[X Link](https://x.com/ditlevfriis/status/1661004506132365320)  2023-05-23T13:41Z [----] followers, [--] engagements


"@Rustyram78 $INTC looks to me to be best positioned of the three. They are looking into a future of higher earnings backed by a secular trend"  
[X Link](https://x.com/ditlevfriis/status/1661645310743986176)  2023-05-25T08:08Z [----] followers, [---] engagements


"The Magnificent [--] according to Jim Cramer: Apple $AAPL Microsoft $MSFT NVIDIA $NVDA Amazon $AMZN Meta Platforms $META Tesla Inc $TSLA Alphabet $GOOG"  
[X Link](https://x.com/ditlevfriis/status/1664629338703032322)  2023-06-02T13:45Z [----] followers, [--] engagements


"@SpanCapital @AltaFoxCapital What makes $ABBV a mess"  
[X Link](https://x.com/ditlevfriis/status/1665706367326224384)  2023-06-05T13:05Z [----] followers, [--] engagements


"@Couch_Investor I would look at the following: $AOJ-B.CO $TXN $INTC $JNJ $LMT $ABBV $BX $PFE $MDT $DANSKE.CO $VYM Div Yield ETF"  
[X Link](https://x.com/KontraInvest/status/1668885769547546626)  2023-06-14T07:39Z [----] followers, [---] engagements


"@Couch_Investor Would also add $AVGO"  
[X Link](https://x.com/ditlevfriis/status/1668889519951675395)  2023-06-14T07:54Z [----] followers, [--] engagements


"$NVDA approaching 1000x bagger status 🤯"  
[X Link](https://x.com/ditlevfriis/status/1669264183760760832)  2023-06-15T08:42Z [----] followers, [--] engagements


"From UBS coverage of US Pharmaceuticals. Most crowded longs are $NBIX and $TEVA"  
[X Link](https://x.com/ditlevfriis/status/1670877595821305857)  2023-06-19T19:33Z [----] followers, [---] engagements


"@stonkmetal Smashing read And since you already like $DHR and you will definitely like the book 👍"  
[X Link](https://x.com/ditlevfriis/status/1670878752190918663)  2023-06-19T19:38Z [----] followers, [---] engagements


"1/ UBS recently released an analysis on $AMZN - UBS reiterated their buy rating and considers Amazon one of their favourite internet related companies. Let's have a look. Tagging @jamesbulltard7 as I appreciate his Amazon takes"  
[X Link](https://x.com/ditlevfriis/status/1670889331169325065)  2023-06-19T20:24Z [----] followers, [---] engagements


"11/ This concludes UBS's positive outlook on Amazon's performance. Here is UBS target Price Target history on $AMZN. Current PT is $150"  
[X Link](https://x.com/ditlevfriis/status/1670889372747460611)  2023-06-19T20:24Z [----] followers, [--] engagements


"UBS reports on semiconductor processing equipment (SPE). $NVDA $MU $LRCX $AMAT Key take-aways: - Investors consider SPE stocks an affordable method to gain derivative AI exposure"  
[X Link](https://x.com/ditlevfriis/status/1681731034595901449)  2023-07-19T18:21Z [----] followers, [---] engagements


"📢🎉 There's a new star in the world of pharmaceuticals: Wegovy. This drug is making headlines for its effectiveness in helping adults manage their weight. The active compound called Semaglutide is a GLP-1 receptor agonist. Let's look at where it is used 🧵"  
[X Link](https://x.com/ditlevfriis/status/1683208344205512704)  2023-07-23T20:11Z [----] followers, [----] engagements


"9/ Biogen $BIIB - Notable for its FDA-approved drug Aduhelm (aducanumab) the first Alzheimer's disease-modifying therapy approved in decades which targets beta-amyloid plaques"  
[X Link](https://x.com/ditlevfriis/status/1683583623163785218)  2023-07-25T06:54Z [----] followers, [--] engagements


"10/ Eli Lilly $LLY - Conducting research on donanemab an antibody targeting a modified form of beta-amyloid called N3pG"  
[X Link](https://x.com/ditlevfriis/status/1683583625139220480)  2023-07-25T06:54Z [----] followers, [--] engagements


"8/ This was a key slide in the presentation. Teva sees Austedo sales reaching $2.5B in [----]. That is potentially 2x revenue from today's level. Quick reminder: Austedo is a drug for treatment af Tardive Dyskinesia and Huntington's disease"  
[X Link](https://x.com/ditlevfriis/status/1687361612703801344)  2023-08-04T07:15Z [----] followers, [---] engagements


"Happy $$NVDA Upgrade Day"  
[X Link](https://x.com/ditlevfriis/status/1694664877577498657)  2023-08-24T10:56Z [----] followers, [---] engagements


"@CJ0pp3l Therapies are increasingly a software problem so $MSFT and $AAPL might even be bigger winners than than $TMO and $DHR"  
[X Link](https://x.com/ditlevfriis/status/1696479944354808170)  2023-08-29T11:08Z [----] followers, [---] engagements


"Your periodic reminder to be skeptical about analyst predictions: $AAPL"  
[X Link](https://x.com/ditlevfriis/status/1700113689490100310)  2023-09-08T11:47Z [----] followers, [---] engagements


"Very good explanation of $NVDA moat"  
[X Link](https://x.com/ditlevfriis/status/1701708237274251587)  2023-09-12T21:23Z [----] followers, [---] engagements


"2021's semiconductor shortages highlighted the iron law of semi investing: buffer inventories equal lead times. Shortages can inflate perceived demand leading to eventual gluts. This visibility impacts stock valuation during shortages with real demand hard to discern"  
[X Link](https://x.com/ditlevfriis/status/1703528892319846623)  2023-09-17T21:58Z [----] followers, [---] engagements


"My Monday morning routine:"  
[X Link](https://x.com/ditlevfriis/status/1706416007848362484)  2023-09-25T21:10Z [----] followers, [--] engagements


"GLP-1s are taking over the world $NVO $LLY"  
[X Link](https://x.com/ditlevfriis/status/1712228493205901775)  2023-10-11T22:07Z [----] followers, [---] engagements


"2/ Nordic Companies: Economic Powerhouses Beyond their social models Nordic firms are dominating value creation despite being only 1.3% of the global GDP"  
[X Link](https://x.com/ditlevfriis/status/1713655949469069324)  2023-10-15T20:39Z [----] followers, [--] engagements


"3/ Outperforming the World Over the past [--] years Nordic companies have consistently outperformed the world in shareholder returns with an average annual TSR of 11.6%"  
[X Link](https://x.com/ditlevfriis/status/1713655951209771437)  2023-10-15T20:39Z [----] followers, [--] engagements


"Blackrock CEO Larry Fink: The next One Trillion dollar start-ups will be in climate tech ♻"  
[X Link](https://x.com/ditlevfriis/status/1714278799804903697)  2023-10-17T13:54Z [----] followers, [--] engagements


"Goldman Sachs Forecasts a Booming Obesity Medication Market Dominated by Novo Nordisk $NVO and Eli Lilly $LLY by [----]. A short thread on the GLP-1 world we live in"  
[X Link](https://x.com/ditlevfriis/status/1714279680013107647)  2023-10-17T13:58Z [----] followers, [---] engagements


"1/ Analysts at the US mega-bank Goldman Sachs predict a booming future for the obesity medication market which could potentially reach $100 billion by 2030"  
[X Link](https://x.com/ditlevfriis/status/1714279683230195859)  2023-10-17T13:58Z [----] followers, [--] engagements


"2/ By that time it's anticipated that Novo Nordisk and US-based Eli Lilly could control a whopping 80% of this market according to Goldman's evaluations"  
[X Link](https://x.com/ditlevfriis/status/1714279685935517806)  2023-10-17T13:58Z [----] followers, [--] engagements


"4/ Earlier this year the market for obesity medications hit $6 billion in annual sales a figure that is projected to skyrocket to $100 billion by the end of the decade"  
[X Link](https://x.com/ditlevfriis/status/1714279691555921941)  2023-10-17T13:58Z [----] followers, [--] engagements


"5/ Goldman's prediction hinges on about [--] million adult Americans receiving obesity medication treatment for chronic weight loss by [----] out of around [---] million obese or overweight adults in the US. #ObesityTreatment"  
[X Link](https://x.com/ditlevfriis/status/1714279694642958419)  2023-10-17T13:58Z [----] followers, [--] engagements


"6/ Notably the analysis excludes diabetics in the projection focusing solely on the market for obesity treatment medications. #AnalysisExclusion"  
[X Link](https://x.com/ditlevfriis/status/1714279697314652354)  2023-10-17T13:58Z [----] followers, [--] engagements


"7/ Last month Novo Nordisk emerged as Europe's most valuable company. A surge in its stock price in [----] over 50% is largely driven by significant sales growth of its weight loss medications Ozempic and Wegovy"  
[X Link](https://x.com/ditlevfriis/status/1714279700158447852)  2023-10-17T13:58Z [----] followers, [--] engagements


"8/ The projections by Goldman Sachs underline the immense potential and competitive landscape of the obesity medication market spotlighting Novo Nordisk and Eli Lilly as key players in this burgeoning sector. We live in a GLP-1 world"  
[X Link](https://x.com/ditlevfriis/status/1714279702863704572)  2023-10-17T13:58Z [----] followers, [--] engagements


"2/ Last Friday's forecast adjustment has raised quite some optimism. The company now anticipates a sales growth in local currency of [--] to 38% up from the previous forecast of [--] to 33%"  
[X Link](https://x.com/ditlevfriis/status/1714282203042181425)  2023-10-17T14:08Z [----] followers, [--] engagements


"4/ The final financial report is still slated to be unveiled on November [--]. Following the announcement Novo Nordisk's stock reversed a decline closing 0.9% higher at [------] DKK marking its 34th record close this year"  
[X Link](https://x.com/ditlevfriis/status/1714282210608791777)  2023-10-17T14:08Z [----] followers, [--] engagements


"6/ Barclays also increased its target for Novo Nordisks stock by [---] DKK to [---] DKK from [---] DKK. Lastly ABG elevated its target price to [---] DKK from [---] DKK reiterating its buying recommendation"  
[X Link](https://x.com/ditlevfriis/status/1714282216417820690)  2023-10-17T14:08Z [----] followers, [--] engagements


"Metasoft Metapple Metabet Metaflix Metazon Metababa Metacent Metastrike Metafy Metalingo Metala Metaforce Metavision Metadobe Metamart Metaflake Metaflare Metacoin Metanite Metarest Metasquare Metabucks Metazoom"  
[X Link](https://x.com/ditlevfriis/status/1714687947906445331)  2023-10-18T17:00Z [----] followers, [--] engagements


"These drugs based on Semaglutide change eating habits affecting sales. Nestl foresees continued demand for essentials like bottled water and pet food despite a dip in appetite"  
[X Link](https://x.com/ditlevfriis/status/1715103980102078764)  2023-10-19T20:33Z [----] followers, [--] engagements


"Their strategy you wonder Capitalizing on the need for dietary people eat less there's a gap for vitamins and specific nutrients. CEO Mark Schneider is seemingly eyeing this niche"  
[X Link](https://x.com/ditlevfriis/status/1715103981951660053)  2023-10-19T20:33Z [----] followers, [--] engagements


"@Quality_stocksA Which ones are the most GLP-1 resistant And I do like the sector"  
[X Link](https://x.com/ditlevfriis/status/1715679197874573555)  2023-10-21T10:39Z [----] followers, [---] engagements


"Summarizing $SNAP earnings and how they manage SBC"  
[X Link](https://x.com/ditlevfriis/status/1717288403903848639)  2023-10-25T21:13Z [----] followers, [--] engagements


"Absolutely wild how young the Magnificent [--] are $MSFT from [----] and $AAPL from [----] $AMZN $NVDA $GOOG $TSLA $META"  
[X Link](https://x.com/ditlevfriis/status/1718731475032416689)  2023-10-29T20:48Z [----] followers, [---] engagements


"Why isnt $EL acquiring $ELF"  
[X Link](https://x.com/ditlevfriis/status/1720033123470078304)  2023-11-02T11:00Z [----] followers, [---] engagements


"@engineers_feed Loro Piana"  
[X Link](https://x.com/ditlevfriis/status/1720559402304913611)  2023-11-03T21:51Z [----] followers, [--] engagements


"@ftr_investors Where would $LLY and $NVO rank"  
[X Link](https://x.com/ditlevfriis/status/1721282607130742949)  2023-11-05T21:45Z [----] followers, [---] engagements


"$Teva has demonstrated a consistent performance that is key to further boosting sentiment. Let's dive into the highlights 👇"  
[X Link](https://x.com/ditlevfriis/status/1723813968488145190)  2023-11-12T21:24Z [----] followers, [---] engagements


"Teva Q3 2023: A period of strong performance and strategic growth. Key highlights include revenue growth and the implementation of the Pivot to Growth strategy"  
[X Link](https://x.com/ditlevfriis/status/1723813974154633347)  2023-11-12T21:24Z [----] followers, [--] engagements


"Generics Performance: Teva's generics portfolio shows robust growth across all markets highlighting the company's strong position in the global generics market"  
[X Link](https://x.com/ditlevfriis/status/1723814013174186462)  2023-11-12T21:24Z [----] followers, [--] engagements


"Anti-TL1A Collaboration - not everyone was happy I believe it is exciting. It is a large underserved market. $Teva's exclusive collaboration with Sanofi $SNY on Anti-TL1A is a key part of its innovative pipeline showing promising pre-clinical data and a strong safety profile"  
[X Link](https://x.com/ditlevfriis/status/1723814023597011235)  2023-11-12T21:24Z [----] followers, [---] engagements


"Q3 [----] Key Drivers: Q3 [----] driven by growth in AUSTEDO UZEDY AJOVY and generics. These key drivers contribute significantly to Teva's strong performance across geographies"  
[X Link](https://x.com/ditlevfriis/status/1723814054660018599)  2023-11-12T21:24Z [----] followers, [--] engagements


"Revenue Growth: Teva's Q3 [----] revenues reached $3.9 billion marking a 7% increase. North America Generics rose by 15% with substantial growth in international markets"  
[X Link](https://x.com/ditlevfriis/status/1723814063501676817)  2023-11-12T21:24Z [----] followers, [--] engagements


"Actual vs. Estimates: $AMZN consolidated revenues exceed some expectations at $143.1B. AWS EBIT margin notably increased to 30.3% a result of strategic headcount reductions"  
[X Link](https://x.com/ditlevfriis/status/1724174539435725176)  2023-11-13T21:16Z [----] followers, [--] engagements


"Global Performance: Both North America and International segments outperformed expectations in revenues and margins. Ad revenue growth was strong indicating Amazon's increasing share in the digital ad market. Margins here are particular juicy. Long $AMZN"  
[X Link](https://x.com/ditlevfriis/status/1724174542619250971)  2023-11-13T21:16Z [----] followers, [--] engagements


"The iconic "Earthrise" image taken by astronaut Bill Anders on Apollo [--] on Christmas Eve [----]. It is said that the picture saved [----]. Which picture will be the defining picture of 2023"  
[X Link](https://x.com/ditlevfriis/status/1727775465115418723)  2023-11-23T19:45Z [----] followers, [--] engagements


"Great News for Investors Sentiment change at UBS leads to an Upgrade of $Teva to 'Buy' - A Shift to Optimism Here is a look at what is driving the change. Let's go"  
[X Link](https://x.com/ditlevfriis/status/1729249859536867387)  2023-11-27T21:24Z [----] followers, [---] engagements


"$Teva 's focus on efficiency and growth translates to robust investor returns. Significant Debt Reduction: Teva's strategic moves are slashing net debt projected to decrease from $18.41B in [----] to $7.01B by 2027"  
[X Link](https://x.com/ditlevfriis/status/1729249886804086858)  2023-11-27T21:24Z [----] followers, [--] engagements


"A stronger balance sheet ahead for $Teva Valuation Metrics Improve: EBIT Margin ROIC EV/EBITDA and P/E ratios all indicate a more favorable investment scenario for Teva by 2027"  
[X Link](https://x.com/ditlevfriis/status/1729249890146951571)  2023-11-27T21:24Z [----] followers, [--] engagements


"@MichaelAArouet That is why Iceland isnt in EU"  
[X Link](https://x.com/ditlevfriis/status/1733063230526738715)  2023-12-08T09:57Z [----] followers, [--] engagements


"It's about building a fortress of health brick by brick. It is letting healthy habits compound for you"  
[X Link](https://x.com/ditlevfriis/status/1733103436189548864)  2023-12-08T12:37Z [----] followers, [--] engagements


"There are two companies driving the GLP-1 area in medicine; Novo Nordisk and Eli Lilly $NVO and $LLY"  
[X Link](https://x.com/ditlevfriis/status/1733103444733411688)  2023-12-08T12:37Z [----] followers, [--] engagements


"The future is as simple as A B C: AI Big Data Cybersecurity $NVDA $CRWD $AMD $DOCU $INTC $MU $OKTA $PLTR $TWIL $NET $LAM"  
[X Link](https://x.com/ditlevfriis/status/1733184876931674540)  2023-12-08T18:00Z [----] followers, [---] engagements


"Nike and Apple IPOed in the same week back in [----] 🤯🤯"  
[X Link](https://x.com/ditlevfriis/status/1733848722629435624)  2023-12-10T13:58Z [----] followers, [--] engagements


"@BornInvestor I am inclined to say Nuclear instead of Crypto"  
[X Link](https://x.com/ditlevfriis/status/1735439186776207364)  2023-12-14T23:18Z [----] followers, [--] engagements


"@Rustyram78 If interest rates and bond yields keep falling stocks in general will go up. Interest rates go down Cost of capital goes down Discount rate of future cash flows goes down Valuations go up The inverse is of course also true"  
[X Link](https://x.com/ditlevfriis/status/1741960797113155829)  2024-01-01T23:13Z [----] followers, [---] engagements


"TIL that $MSFT had a controlling stake in $EXPE"  
[X Link](https://x.com/ditlevfriis/status/1742540297219801547)  2024-01-03T13:35Z [----] followers, [---] engagements


"1 High returns are achieved only by long-term investors. Short-term focus leads to numerous investment mistakes so avoid it"  
[X Link](https://x.com/ditlevfriis/status/1744300161411563664)  2024-01-08T10:09Z [----] followers, [--] engagements


"2 Long-term investors have sound investment habits. This means having a realistic risk profile understanding what you invest in and not checking on your investments too frequently"  
[X Link](https://x.com/ditlevfriis/status/1744300164804743609)  2024-01-08T10:09Z [----] followers, [--] engagements


"8 New record highs in stock prices are positive not negative. Ignore the doomsayers look positively towards the future and enjoy life"  
[X Link](https://x.com/anyuser/status/1744300184882847901)  2024-01-08T10:09Z [--] followers, [--] engagements


"9 The best defense against inflation is investing in stocks. Don't get tempted by 'exciting' opportunities in commodities gold or illiquid alternatives"  
[X Link](https://x.com/ditlevfriis/status/1744300188959690848)  2024-01-08T10:09Z [----] followers, [--] engagements


"12 As a human avoid common psychological pitfalls by not constantly checking your portfolio which can lead to perceived losses and risk aversion"  
[X Link](https://x.com/anyuser/status/1744300200133333071)  2024-01-08T10:09Z [--] followers, [--] engagements


"13 Focus on what you can control: your investment horizon risk profile savings and investment rate and your behavior as an investor"  
[X Link](https://x.com/anyuser/status/1744300203962728656)  2024-01-08T10:09Z [--] followers, [--] engagements


"@MichaelAArouet Austria is so underrated"  
[X Link](https://x.com/ditlevfriis/status/1750076463770955956)  2024-01-24T08:41Z [----] followers, [--] engagements


"I guess that is what they call a solid January $NVDA"  
[X Link](https://x.com/ditlevfriis/status/1750213358098194556)  2024-01-24T17:45Z [----] followers, [---] engagements


"@jbulltard1 It is now a dividend growth stock. Over in the boomer bucket"  
[X Link](https://x.com/ditlevfriis/status/1753163978509812180)  2024-02-01T21:10Z [----] followers, [---] engagements


"Teva's growth strategy is evident in its focused portfolio strategic divestitures and collaborations. Looking ahead to '24 Teva projects revenues of $15.7-$16.3bn with non-GAAP operating income of $4.0-$4.5bn and adjusted EBITDA of $4.5-$5.0bn"  
[X Link](https://x.com/ditlevfriis/status/1753546218448248979)  2024-02-02T22:29Z [----] followers, [--] engagements


"Teva anticipates a non-GAAP diluted EPS of $2.20-$2.50 and free cash flow of $1.7-$2.0bn for '24 indicating a focus on sustainable growth and innovation. Teva's robust performance in '23 lays a solid foundation for '24. The fundamentals are in place with room for optimisations"  
[X Link](https://x.com/ditlevfriis/status/1753546221623390302)  2024-02-02T22:29Z [----] followers, [--] engagements


"The first company to reach $1 trillion in revenue I will go first: $AMZN"  
[X Link](https://x.com/ditlevfriis/status/1753674952115376174)  2024-02-03T07:01Z [----] followers, [--] engagements


"In [----] venture capitalist Peter Thiel made a $500001 investment in Facebook for 10.2% of the company and joined Facebook's board. Best angel investment of all time"  
[X Link](https://x.com/ditlevfriis/status/1753780610399682916)  2024-02-03T14:00Z [----] followers, [--] engagements


"Tracy Chapman has gained [------] followers on X in the last [--] hours"  
[X Link](https://x.com/ditlevfriis/status/1754606927844090147)  2024-02-05T20:44Z [----] followers, [--] engagements


"On the verge of becoming a 1T company $BRK"  
[X Link](https://x.com/ditlevfriis/status/1755357841047638255)  2024-02-07T22:28Z [----] followers, [--] engagements


"$ARM up 56% This truly is Dot com 2.0"  
[X Link](https://x.com/ditlevfriis/status/1755609916407226744)  2024-02-08T15:09Z [----] followers, [---] engagements


"@InvestmentTalkk Load the boat with $AMZN sit back and enjoy epic proportions of FCF"  
[X Link](https://x.com/ditlevfriis/status/1756429214440358315)  2024-02-10T21:25Z [----] followers, [--] engagements


"This is a wild prediction $NVDA to be #1 spot for market cap by [----]. Do you think Nvidia will take the top spot in terms of market cap at some point before December [----] Do you think Nvidia will take the top spot in terms of market cap at some point before December 2025"  
[X Link](https://x.com/ditlevfriis/status/1757151464504397941)  2024-02-12T21:15Z [----] followers, [---] engagements


"This is the most parabolic I have ever seen $SMCI"  
[X Link](https://x.com/ditlevfriis/status/1757474764124283208)  2024-02-13T18:40Z [----] followers, [---] engagements


"@dissectmarkets I think most people in their 30s wished they had invested in $NVDA when they were in their 20s"  
[X Link](https://x.com/ditlevfriis/status/1760087258080624957)  2024-02-20T23:41Z [----] followers, [--] engagements


"I surrender I now do think that $NVDA can become the largest company by market cap"  
[X Link](https://x.com/ditlevfriis/status/1760697130547634436)  2024-02-22T16:04Z [----] followers, [--] engagements


"@darrelltalksfi Makes sense to do for buying a home or amortizing mortgage. Also sensible from a risk management perspective. Unless of course if you work for NVDA"  
[X Link](https://x.com/ditlevfriis/status/1762001054017978714)  2024-02-26T06:26Z [----] followers, [--] engagements


"@xaviercross1971 @dylanhendricks @neilcybart I think software is the sticky part of Tesla the cars themselves are inferior to say Audi and BMW imo"  
[X Link](https://x.com/ditlevfriis/status/1763624912613191914)  2024-03-01T17:58Z [----] followers, [--] engagements


"@jbulltard1 We are now past Mag [--] and into the TriStar era $AMZN $META $NVDA"  
[X Link](https://x.com/ditlevfriis/status/1763625744532463826)  2024-03-01T18:01Z [----] followers, [--] engagements


"@fatcoin88 The market knows there is a wild generic pipeline coming. More on that later"  
[X Link](https://x.com/ditlevfriis/status/1765825851491332166)  2024-03-07T19:44Z [----] followers, [--] engagements


"$NVO passed $TSLA in market cap. We live in a GLP-1 world"  
[X Link](https://x.com/ditlevfriis/status/1765853206389678478)  2024-03-07T21:33Z [----] followers, [---] engagements


"@ftr_investors I have Novo and see multi year supply constraints and decades of demand for obesity drugs"  
[X Link](https://x.com/ditlevfriis/status/1766510066407002426)  2024-03-09T17:03Z [----] followers, [---] engagements


"UBS recently re-iterated their confident sentiment of $TEVA following a meeting with management. Teva is set for sustained growth with improved profitability efficient capital expenditure robust operational cash flow and strategic debt reduction through [----]. Let have a look:"  
[X Link](https://x.com/ditlevfriis/status/1766607851068314068)  2024-03-09T23:31Z [----] followers, [---] engagements


"Teva is charting a growth trajectory with their "Pivot to Growth" strategy. Their [----] estimates are robust with a projected revenue of $16.67B and an EBITDA of $4.8B"  
[X Link](https://x.com/ditlevfriis/status/1766607853425414213)  2024-03-09T23:31Z [----] followers, [--] engagements


"The company is making strides in reducing debt with a net debt/EBITDA ratio dropping from 3.9x in [----] to a forecasted 0.7x by the end of [----] signaling a much stronger balance sheet"  
[X Link](https://x.com/ditlevfriis/status/1766607854973157734)  2024-03-09T23:31Z [----] followers, [--] engagements


"To develop foresight you have to practice hindsight"  
[X Link](https://x.com/ditlevfriis/status/1770187739259871350)  2024-03-19T20:37Z [----] followers, [---] engagements


"Next company to 2T is $AMZN - nothing controversial here"  
[X Link](https://x.com/ditlevfriis/status/1770189498879455472)  2024-03-19T20:43Z [----] followers, [---] engagements


"Description of Novo Nordisk $NVO Investor Will Thorndike on the essence of exceptional businesses. (1) Predictable (2) Free Cash Flow (3) Growth https://t.co/tW03thfzi3 Investor Will Thorndike on the essence of exceptional businesses. (1) Predictable (2) Free Cash Flow (3) Growth https://t.co/tW03thfzi3"  
[X Link](https://x.com/ditlevfriis/status/1771303963679191504)  2024-03-22T22:32Z [----] followers, [---] engagements


"Was surprised to see that over the last two years $TEVA has outperformed all but two companies in Mag [--] $NVDA and $META way ahead of everyone else of course. $AAPL $MSFT $GOOG $AMZN $TSLA"  
[X Link](https://x.com/ditlevfriis/status/1771665055874003158)  2024-03-23T22:27Z [----] followers, [----] engagements


"The evolution of GLP-1 receptor agonists has been nothing short of remarkable. Initially developed for type [--] diabetes it is now revolutionizing obesity treatment and catapulting $NVO and $LLY into the champions league of companies. Thread 🧵"  
[X Link](https://x.com/ditlevfriis/status/1772013416405758331)  2024-03-24T21:31Z [----] followers, [---] engagements


"First-Generation GLP-1s offered modest weight loss benefits around 5%-7%. Useful for diabetes their potential in obesity management was yet to be fully realized early days with much more to come"  
[X Link](https://x.com/ditlevfriis/status/1772013420679659800)  2024-03-24T21:31Z [----] followers, [--] engagements


"Enter Semaglutide: A game-changer. Wegovy's approval in [----] marked a pivotal moment with weight loss efficacy more than tripling to over 15%. This was not just a step forward; it was a giant leap"  
[X Link](https://x.com/ditlevfriis/status/1772013429584257190)  2024-03-24T21:31Z [----] followers, [--] engagements


"@WillManidis The excel file that Lewis Ranieri and team put together that modeled enhanced leverage for collateralizeddebt obligations but didnt include the risk assessment when it was send over to Bear Stearns and Lehman Brothers"  
[X Link](https://x.com/ditlevfriis/status/1772654477700477261)  2024-03-26T15:58Z [----] followers, [---] engagements


"Novo Nordisk's $NVO acquisition of German Cardior Pharmaceuticals looks exciting at first glance. Also not a big surprise market is big"  
[X Link](https://x.com/ditlevfriis/status/1772742467667796144)  2024-03-26T21:48Z [----] followers, [--] engagements


"Novo has been acquiring both candidates and technologies several times in recent years. This aligns with what the company has outlined during capital market days and on earnings call aiming to establish presence in new therapeutic areas including cardiovascular"  
[X Link](https://x.com/ditlevfriis/status/1772742473372090627)  2024-03-26T21:48Z [----] followers, [--] engagements


"The acquisition of Cardior is a key step in establishing a foothold in the cardiovascular field. The deal includes Cardior's drug candidate CDR132L currently in phase [--] development for treating heart failure"  
[X Link](https://x.com/ditlevfriis/status/1772742482343731247)  2024-03-26T21:48Z [----] followers, [--] engagements


"The transaction is valued at [-----] billion - over [---] billion DKK. This amount includes an upfront payment and additional payments if certain developmental and commercial milestones are reached"  
[X Link](https://x.com/ditlevfriis/status/1772742486621901120)  2024-03-26T21:48Z [----] followers, [--] engagements


"He identified three types of borrowers: Hedgers who can pay interest and principal; Speculators who can pay interest but must roll over principal; and Ponzi borrowers who can't pay either and rely on asset appreciation"  
[X Link](https://x.com/ditlevfriis/status/1775275713496752324)  2024-04-02T21:34Z [----] followers, [--] engagements


"As the economy grows more investors transition from being Hedgers to Speculators and finally to Ponzi borrowers increasing the system's financial risk"  
[X Link](https://x.com/ditlevfriis/status/1775275717175267378)  2024-04-02T21:34Z [----] followers, [--] engagements


"$NVDA has been on the waves of Gaming Crypto and AI. Is the next mega market the intersection of AI and Biology"  
[X Link](https://x.com/ditlevfriis/status/1775569350876905893)  2024-04-03T17:01Z [----] followers, [---] engagements


"@jhains2 In my view I think 20-25 is well within reach over the next [--] months or so. Then it is important how the branded drug portfolio develops but this looks encouraging so far. EPS will continue to expand and this will drive share price up"  
[X Link](https://x.com/ditlevfriis/status/1776615582382592291)  2024-04-06T14:18Z [----] followers, [--] engagements


"@SamanthaMcLemor What does it look like if you add $NVO and $LLY to the analysis"  
[X Link](https://x.com/ditlevfriis/status/1776618806699331912)  2024-04-06T14:31Z [----] followers, [---] engagements


"@StockMKTNewz $AMZN fundamentals and narrative are stronger"  
[X Link](https://x.com/ditlevfriis/status/1776704438301798545)  2024-04-06T20:12Z [----] followers, [---] engagements


"The relentless work carried out by Nvidia employees to keep up with demand"  
[X Link](https://x.com/ditlevfriis/status/1778143149757530308)  2024-04-10T19:28Z [----] followers, [---] engagements


"@StockMKTNewz $TEVA 2465% has outperformed all of Mag [--] but Meta and NVIDIA"  
[X Link](https://x.com/ditlevfriis/status/1779581222496227437)  2024-04-14T18:43Z [----] followers, [--] engagements


"Alphabet $GOOG is up 30% since this devastatingly huge deal. HOLY SHIT. @WSJ is reporting that 80% of the ads @YouTube serves across the web have violated their own terms of service and are therefore subject to refunds. This is.a devastatingly huge deal. @GoogleAds is about to be out billions of $$. https://t.co/zRdyyIqZnf HOLY SHIT. @WSJ is reporting that 80% of the ads @YouTube serves across the web have violated their own terms of service and are therefore subject to refunds. This is.a devastatingly huge deal. @GoogleAds is about to be out billions of $$. https://t.co/zRdyyIqZnf"  
[X Link](https://x.com/ditlevfriis/status/1781776886806552832)  2024-04-20T20:08Z [----] followers, [----] engagements


"Crowdstrike $CRWD is up +106% since below. 1/7 📢 Big news in #cybersecurity For the second consecutive year #CrowdStrike (Nasdaq: $CRWD) has ranked #1 in revenue in Managed Detection and Response (MDR) according to Gartner's "Market Share: Managed Security Services Worldwide 2022" report. 🏆 1/7 📢 Big news in #cybersecurity For the second consecutive year #CrowdStrike (Nasdaq: $CRWD) has ranked #1 in revenue in Managed Detection and Response (MDR) according to Gartner's "Market Share: Managed Security Services Worldwide 2022" report. 🏆"  
[X Link](https://x.com/ditlevfriis/status/1781777999848788330)  2024-04-20T20:12Z [----] followers, [---] engagements


"I find it interesting that despite all the recent news coming out of the Tesla ER the company is still worth less today than it was a month ago"  
[X Link](https://x.com/ditlevfriis/status/1783861601184944467)  2024-04-26T14:12Z [----] followers, [--] engagements


"Not sure if controversial but $MSFT Teams could become the worlds largest wellbeing diagnostics tool"  
[X Link](https://x.com/ditlevfriis/status/1784282762469343680)  2024-04-27T18:05Z [----] followers, [---] engagements


"@jbulltard1 Everyone should relax and remember that higher AWS CapEx just signals faster revenue growth"  
[X Link](https://x.com/ditlevfriis/status/1785605418284204403)  2024-05-01T09:41Z [----] followers, [--] engagements


"Amazon's 1Q24 Andy Jassy is fine-tuning the earnings machine $AMZN https://open.substack.com/pub/ditlev/p/amazons-1q24r=na9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ditlev/p/amazons-1q24r=na9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/ditlevfriis/status/1785768522305417240)  2024-05-01T20:29Z [----] followers, [---] engagements


"@Beth_Kindig In a twist of events Apple starts to buy Berkshire stocks as part of an elaborate share buyback program"  
[X Link](https://x.com/ditlevfriis/status/1786116183881593285)  2024-05-02T19:30Z [----] followers, [---] engagements


"$AAPL Apple's 1Q Review: Cautious Optimism Amidst Transformative Shifts https://open.substack.com/pub/ditlev/p/apples-1q-review-cautious-optimismr=na9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ditlev/p/apples-1q-review-cautious-optimismr=na9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/ditlevfriis/status/1786717377633178004)  2024-05-04T11:19Z [----] followers, [----] engagements


"@ftr_investors @TickerSymbolYOU @danielnewmanUV @DivesTech @PatrickMoorhead @BeuvingJordy @NicoInberg @StockSavvyShay @StefanThelenius @beursstier68 @thijsvanderspil The one that is the not on the list and surprises the most"  
[X Link](https://x.com/KontraInvest/status/1786787328268116210)  2024-05-04T15:57Z [----] followers, [---] engagements


"Since the start of the year the number of first-time prescriptions for $NVO Wegovy has surged from about [----] to [-----] per week more than quintupling"  
[X Link](https://x.com/ditlevfriis/status/1787582810879819830)  2024-05-06T20:38Z [----] followers, [---] engagements


"@dissectmarkets Yes it potentially could. Humira peaked at $22 billion. Wegovy can certainly exceed that"  
[X Link](https://x.com/ditlevfriis/status/1787589435330093139)  2024-05-06T21:05Z [----] followers, [--] engagements


"Analysis of Novo Nordisk's 1Q [----] Financial Performance $NVO https://open.substack.com/pub/ditlev/p/analysis-of-novo-nordisks-1q-2024r=na9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ditlev/p/analysis-of-novo-nordisks-1q-2024r=na9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/ditlevfriis/status/1787870412602249336)  2024-05-07T15:41Z [----] followers, [--] engagements


"@mehdi29991894 Glder mig til at se rapporten. Skriver om den senere nr jeg har set den igennem og lyttet til earnings call"  
[X Link](https://x.com/ditlevfriis/status/1788160046343332298)  2024-05-08T10:52Z [----] followers, [--] engagements


"@IrrationalMrkts Curious if there is data that supports that statement Long term value creation is highly dependent on revenue growth"  
[X Link](https://x.com/ditlevfriis/status/1788334456685666814)  2024-05-08T22:25Z [----] followers, [--] engagements


"When your hear $AAPL cancelled its new iPad video because a few celebrities cried on the internet"  
[X Link](https://x.com/ditlevfriis/status/1788949700055380417)  2024-05-10T15:10Z [----] followers, [---] engagements


"The best Quant and market participant ever passed away today. True legend. RIP Jim Simons"  
[X Link](https://x.com/ditlevfriis/status/1789045671200182632)  2024-05-10T21:31Z [----] followers, [---] engagements


"Check out the trend in short interest for $TEVA from [----] to [----]. Starting high but dramatically falling to just 1.03%"  
[X Link](https://x.com/ditlevfriis/status/1789773026218614873)  2024-05-12T21:41Z [----] followers, [---] engagements


"For the sake of comparison here are some notable shorts: - $TSLA = 335% - $AAPL = 067% - $NVDA = 118% - $AMZN = 073% - $LLY = 062% - $AMD = 20% - $AMC = 183% - $BYND = 412% - $UPST = 328% - $SAVA = 345% - $BABA = 168%"  
[X Link](https://x.com/ditlevfriis/status/1789773028303294762)  2024-05-12T21:41Z [----] followers, [---] engagements


"I have often stated that we live in a GLP-1 world. New study confirms it: A recent study by Kaiser Family Foundation shows a significant uptake in GLP-1 medications among US adults with Novo Nordisk's Ozempic and Eli Lilly's Mounjaro leading the charge. 🧵"  
[X Link](https://x.com/ditlevfriis/status/1789927406087643353)  2024-05-13T07:55Z [----] followers, [---] engagements


"Despite their benefits the high cost of GLP-1 medications remains a major barrier. Over half of those who've tried them report difficulties in affording these life-changing treatments"  
[X Link](https://x.com/ditlevfriis/status/1789927417575817532)  2024-05-13T07:55Z [----] followers, [--] engagements


"It's not just about diabetes: [--] in [--] American adults use GLP-1 drugs mainly for weight loss with Novo Nordisk's Wegovy and Eli Lilly's Zepbound being popular choices"  
[X Link](https://x.com/ditlevfriis/status/1789927420734177312)  2024-05-13T07:55Z [----] followers, [--] engagements


"Interestingly 62% of users take GLP-1 meds primarily for chronic conditions like heart disease showcasing their versatility in treating serious health issues"  
[X Link](https://x.com/ditlevfriis/status/1789927423930224881)  2024-05-13T07:55Z [----] followers, [--] engagements


"For good measure: here is how $NVO and $LLY have performed during the last [--] years"  
[X Link](https://x.com/ditlevfriis/status/1789927430896984430)  2024-05-13T07:55Z [----] followers, [---] engagements


"GLP-1 champions way to the $1 Trillion Club $LLY 🟢🟢🟢🟢🟢🟢🟢⚪⚪⚪ $1T $NVO 🟢🟢🟢🟢🟢🟢⚪⚪⚪⚪ $1T"  
[X Link](https://x.com/ditlevfriis/status/1790874347726336063)  2024-05-15T22:38Z [----] followers, [--] engagements


"@Orangeman1992 @TrodelvyM $REGN is exploring Obesity"  
[X Link](https://x.com/ditlevfriis/status/1791582053089362185)  2024-05-17T21:30Z [----] followers, [---] engagements


"@Orangeman1992 @TrodelvyM It is going to be a crowded space but also with many different value propositions. Roche now also on its way in with its CT-388 looking more promising than Zepbound and in line with $VKTX"  
[X Link](https://x.com/ditlevfriis/status/1791587982048399600)  2024-05-17T21:53Z [----] followers, [---] engagements


"The Strategic Path of Regeneron Pharmaceuticals: Analysis and Insights into [----] Developments https://open.substack.com/pub/ditlev/p/the-strategic-path-of-regeneron-pharmaceuticalsr=na9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ditlev/p/the-strategic-path-of-regeneron-pharmaceuticalsr=na9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/ditlevfriis/status/1791588115041157136)  2024-05-17T21:54Z [----] followers, [---] engagements


"@jayabacus Roches CT-388 efficacy results appears numerically higher than $LLY Zepbound and also aligns well with the experimental data from $VKTX so potentially new dynamics entering the space (eventually)"  
[X Link](https://x.com/ditlevfriis/status/1791591021098516781)  2024-05-17T22:06Z [----] followers, [---] engagements


"$REGN to start Obesity clinical program - combination of anti-myostatin and semaglutide"  
[X Link](https://x.com/ditlevfriis/status/1791794372243018231)  2024-05-18T11:34Z [----] followers, [---] engagements


"$NVO and Ozempic have achieved cultural impact. Not many companies or brands ever reaches this level. The new exclusive event SOUTH PARK: THE END OF OBESITY premieres May [--] [----] on Paramount+ #SouthPark #ParamountPlus https://t.co/ReWr8RLiJN The new exclusive event SOUTH PARK: THE END OF OBESITY premieres May [--] [----] on Paramount+ #SouthPark #ParamountPlus https://t.co/ReWr8RLiJN"  
[X Link](https://x.com/ditlevfriis/status/1791976254016561635)  2024-05-18T23:36Z [----] followers, [---] engagements


"@StockMarketNerd Forecasting $NVDA quarterly revenue seems just as hard"  
[X Link](https://x.com/ditlevfriis/status/1793402120323891377)  2024-05-22T22:02Z [----] followers, [---] engagements


"Good and evil both increase at compound interest"  
[X Link](https://x.com/ditlevfriis/status/1795165760337121372)  2024-05-27T18:50Z [----] followers, [--] engagements


"I think this guy takes it to $10 Trillion $NVDA"  
[X Link](https://x.com/ditlevfriis/status/1796225465876615331)  2024-05-30T17:01Z [----] followers, [---] engagements


"Nice overview 👍 Here are some takeaways for each company: [--]. $NVDA: Market Cap $2845.8B Forward P/E [-----] EPS growth next year 31.22%. Strong earnings growth with a huge revenue growth momentum. [--]. $TSM: Market Cap $801.9B Forward P/E [-----] EPS growth next year 24.53%. Solid growth prospects with a reasonable P/E. [--]. $AVGO: Market Cap $646.5B Forward P/E [-----] EPS growth next year 13.70%. Attractive valuation with steady growth. [--]. $ASML: Market Cap $377.1B Forward P/E [-----] EPS growth next year 58.59%. High growth expectations justify the higher P/E. [--]. $AMD: Market Cap $211.8B Forward P/E"  
[X Link](https://x.com/ditlevfriis/status/1796236995926094021)  2024-05-30T17:47Z [----] followers, [--] engagements


"@TickerSymbolYOU Somehow $NVDA keeps positioning itself for future markets or create them https://open.substack.com/pub/ditlev/p/nvidia-a-journey-from-innovationr=na9z&utm_medium=ios https://open.substack.com/pub/ditlev/p/nvidia-a-journey-from-innovationr=na9z&utm_medium=ios"  
[X Link](https://x.com/ditlevfriis/status/1796910666697093366)  2024-06-01T14:24Z [----] followers, [--] engagements


"@ramahluwalia I am not sure about the selling but agree that $NVDA is on a march tonight become the most valuable company in the world https://open.substack.com/pub/ditlev/p/nvidia-a-journey-from-innovationr=na9z&utm_medium=ios https://open.substack.com/pub/ditlev/p/nvidia-a-journey-from-innovationr=na9z&utm_medium=ios"  
[X Link](https://x.com/ditlevfriis/status/1796911141802635332)  2024-06-01T14:26Z [----] followers, [--] engagements


"@TickerSymbolYOU For more on $NVDA https://ditlev.substack.com/p/nvidia-a-journey-from-innovation https://ditlev.substack.com/p/nvidia-a-journey-from-innovation"  
[X Link](https://x.com/ditlevfriis/status/1797405362070397067)  2024-06-02T23:10Z [----] followers, [---] engagements


"Bond investors considering the stock market at all time highs"  
[X Link](https://x.com/ditlevfriis/status/1797725294075519425)  2024-06-03T20:21Z [----] followers, [--] engagements


"Returns from the last [--] years. 37.5% CAGR over [--] years is just WOW. $NVDA $AAPL $AMZN $MSFT $AMD $NFLX $NVO"  
[X Link](https://x.com/ditlevfriis/status/1798685373280743787)  2024-06-06T11:56Z [----] followers, [---] engagements


"Ecosystem AI. There is only one company that can develop and offer that. $AAPL"  
[X Link](https://x.com/ditlevfriis/status/1800231732836495399)  2024-06-10T18:21Z [----] followers, [---] engagements


"$TEVA at Goldman Sachs Global Healthcare Conference - breakdown of key themes: https://open.substack.com/pub/ditlev/p/teva-pharmaceutical-industries-atr=na9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ditlev/p/teva-pharmaceutical-industries-atr=na9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/ditlevfriis/status/1800611504552562727)  2024-06-11T19:30Z [----] followers, [--] engagements


"It has been an interesting year in Pharma $NVO $LLY $TEVA $MOB.ST"  
[X Link](https://x.com/ditlevfriis/status/1800652396596470086)  2024-06-11T22:12Z [----] followers, [---] engagements


"Cmon S Team how is this even possible $AMZN"  
[X Link](https://x.com/ditlevfriis/status/1800939062959931597)  2024-06-12T17:11Z [----] followers, [--] engagements


"@The_AI_Investor I have given up explaining people how market cap and GDP are not comparable"  
[X Link](https://x.com/ditlevfriis/status/1800982244666003530)  2024-06-12T20:03Z [----] followers, [--] engagements


"@KoyfinCharts $AMZN"  
[X Link](https://x.com/ditlevfriis/status/1802778763219902873)  2024-06-17T19:02Z [----] followers, [----] engagements


"I will be live tweeting the most exciting race currently ongoing #paintdrying $MSFT $NVDA $AAPL"  
[X Link](https://x.com/ditlevfriis/status/1803875612249018812)  2024-06-20T19:40Z [----] followers, [---] engagements


"New update $MSFT $AAPL $NVDA I will be live tweeting the most exciting race currently ongoing #paintdrying $MSFT $NVDA $AAPL https://t.co/HEZ5ZssBki I will be live tweeting the most exciting race currently ongoing #paintdrying $MSFT $NVDA $AAPL https://t.co/HEZ5ZssBki"  
[X Link](https://x.com/ditlevfriis/status/1804153098396451257)  2024-06-21T14:03Z [----] followers, [---] engagements


"@thexcapitalist $NVO $NVDA $TEVA Alternative: $AMD $DAKT $INTT"  
[X Link](https://x.com/ditlevfriis/status/1805015815579660498)  2024-06-23T23:11Z [----] followers, [----] engagements


"It is not even close any longer $MSFT $AAPL $NVDA New update $MSFT $AAPL $NVDA https://t.co/L19QBuksxi New update $MSFT $AAPL $NVDA https://t.co/L19QBuksxi"  
[X Link](https://x.com/ditlevfriis/status/1805271342352105570)  2024-06-24T16:06Z [----] followers, [---] engagements


"$AMZN closing in on $NVDA 😬"  
[X Link](https://x.com/ditlevfriis/status/1806367235704774924)  2024-06-27T16:41Z [----] followers, [---] engagements


"New article post about the booming obesity market: $LLY $NVO $VKTX $ZEAL.CO https://open.substack.com/pub/ditlev/p/obesity-the-other-type-of-hyper-scalingr=na9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ditlev/p/obesity-the-other-type-of-hyper-scalingr=na9z&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/KontraInvest/status/1809011253098025221)  2024-07-04T23:47Z [----] followers, [----] engagements


"The main thing you need to know about the Obesity market is that 25% of the worlds population will be obese by [----] - that is [---] billion people that will be obese by then. https://ditlev.substack.com/p/obesity-the-other-type-of-hyper-scaling https://ditlev.substack.com/p/obesity-the-other-type-of-hyper-scaling"  
[X Link](https://x.com/ditlevfriis/status/1809221494645350755)  2024-07-05T13:43Z [----] followers, [--] engagements


"This surprised me: https://ditlev.substack.com/p/obesity-the-other-type-of-hyper-scaling https://ditlev.substack.com/p/obesity-the-other-type-of-hyper-scaling"  
[X Link](https://x.com/ditlevfriis/status/1809225265576296524)  2024-07-05T13:58Z [----] followers, [--] engagements

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