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OT: Stock and Investment Talk

T2Kplus20 said:
May have to buy some as well. This one looks like a winner.....if they get the needed FDA approvals.

EDIT: Started reading about OCU400, looks like a competitor to Luxturna from Spark/Roche. That's one of the first gene therapies ever approved, but has limitations that OCU400 looks to mitigate. Very interesting. Much more to read.

Current corporate deck:
Click to expand...
Since we last discussed Ocugen about 6 weeks ago, it’s up around 36% (from .55 to .75).

On Wednesday, 2/21, they will be part of a panel on gene therapy for RP, and they are bringing to the panel one of their patients who has been treated with OCU400 for 12 months.

Bringing a patient who is a member of their Phase2 trial has investors excited, at the likelihood that the patient will attest to the efficacy of OCU400 gene therapy to treat blindness caused by RP.

That presentation on Wednesday could be the catalyst to increase the share price upward towards 1.00, which will allow them to remain compliant with NASDAQ without issuing a reverse split.

This is not advice, just passing on the info.
 
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ashokan said:
AI hype in the news more and more.
AI processors actually use bit 8 computing vs 32/64.
Its a 4 cylinder Subaru having people think its a turbo sportscar


"Michio Kaku, a professor of theoretical physics at City College of New York and CUNY Graduate Center believes current AI models are little more than glorified tape recorders.

Kaku was interviewed by CNN's Fareed Zakaria (via Business Insider). When asked for his thoughts on AI, Kaku said: "It takes snippets of what's on the web created by a human, splices them together, and passes it off as if it created these things, and people are saying: 'Oh my God, it's a human, it's humanlike.'" He goes on to say "AI cannot distinguish true from false".

www.pcgamer.com

AI chatbots and large language models are little more than 'glorified tape recorders'

According to Michio Kaku, a theoretical physicist.
www.pcgamer.com www.pcgamer.com

SEC warning

SEC Head Warns Against ‘AI Washing,’ the High-Tech Version of ‘Greenwashing’​

Agency head Gary Gensler cautioned businesses against peddling phony AI-related hype​

there has been some “AI washing” by companies over inflated
Click to expand...
ashokan said:
AI hype in the news more and more.
AI processors actually use bit 8 computing vs 32/64.
Its a 4 cylinder Subaru having people think its a turbo sportscar


"Michio Kaku, a professor of theoretical physics at City College of New York and CUNY Graduate Center believes current AI models are little more than glorified tape recorders.

Kaku was interviewed by CNN's Fareed Zakaria (via Business Insider). When asked for his thoughts on AI, Kaku said: "It takes snippets of what's on the web created by a human, splices them together, and passes it off as if it created these things, and people are saying: 'Oh my God, it's a human, it's humanlike.'" He goes on to say "AI cannot distinguish true from false".

www.pcgamer.com

AI chatbots and large language models are little more than 'glorified tape recorders'

According to Michio Kaku, a theoretical physicist.
www.pcgamer.com www.pcgamer.com

SEC warning

SEC Head Warns Against ‘AI Washing,’ the High-Tech Version of ‘Greenwashing’​

Agency head Gary Gensler cautioned businesses against peddling phony AI-related hype​

Click to expand...
I agree there is some “AI washing” where companies over-blow their involvement in AI to get some hype. Same thing with “Greenwashing” and frankly, ESG. We saw the same thing in the ‘90s where companies were adding .com to their name or otherwise claiming substantive internet involvement beyond what they were actually doing. A warning sign to look out for BS (not real players like NVDA or MSFT).
 
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RU-05 said:
Lot of talk lately about TSLA not belonging in the "MAG 7", well don't look now, but it bounced off resistance at around $175, was up 6% today and back up over $200.

Longer term maybe not, but short term it may have found itself.
Click to expand...
Elon now has 20.5% of TSLA shares, which is probably enough for him to go full AI with the company instead of starting a new one.
 
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phs73rc77gsm83 said:
I agree there is some “AI washing” where companies over-blow their involvement in AI to get some hype. Same thing with “Greenwashing” and frankly, ESG. We saw the same thing in the ‘90s where companies were adding .com to their name or otherwise claiming substantive internet involvement beyond what they were actually doing. A warning sign to look out for BS (not real players like NVDA or MSFT).
Click to expand...

Actually, Nvidia and M$ are some of the biggest hypers
Nvidia corners the video market hyping gaming tech to kids who are then underwhelmed.
AMD usually more down to earth and they aren't hyping AI
Graphics cards were used by miners because they can do more complex calculations faster
Graphics processors = sports cars and central processors = SUVs.

The "leap" from gpus to the AI stuff isn't huge or revolutionary.
The Sci-Fi SI that people worry about is based on quantum computing which only exists in labs.
MY phone telling me travel directions is ordinary AI (just pattern recognition algorithms).

AI is being hyper now because gov wants it in all agencies - and not for great purposes - no cures for cancer.
Of course tech people can make a money on this all. People are VERY gullible about tech

M$ is buying AMD's AI processors because they are cheaper than Nvidia hyped processors. What does that tell you?

www.techradar.com

'Instincts are massively cheaper than Nvidia's H100': AMD is selling flagship AI GPUs at a huge discount to Microsoft — but I'm not sure that will be enough to bother Nvidia

AMD charges Microsoft a third less than other buyers for its MI300 AI accelerators
www.techradar.com www.techradar.com

Here is an AI photo of woman made into a WWII pilot - her ears and headphones got crapped-up. We aren't talking masterpieces here lol
'
l4mcGHA.jpeg
 
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ashokan said:
Actually, Nvidia and M$ are some of the biggest hypers
Nvidia corners the video market hyping gaming tech to kids who are then underwhelmed.
AMD usually more down to earth and they aren't hyping AI
Graphics cards were used by miners because they can do more complex calculations faster
Graphics processors = sports cars and central processors = SUVs.

The "leap" from gpus to the AI stuff isn't huge or revolutionary.
The Sci-Fi SI that people worry about is based on quantum computing which only exists in labs.
MY phone telling me travel directions is ordinary AI (just pattern recognition algorithms).

AI is being hyper now because gov wants it in all agencies - and not for great purposes - no cures for cancer.
Of course tech people can make a money on this all. People are VERY gullible about tech

M$ is buying AMD's AI processors because they are cheaper than Nvidia hyped processors. What does that tell you?

www.techradar.com

'Instincts are massively cheaper than Nvidia's H100': AMD is selling flagship AI GPUs at a huge discount to Microsoft — but I'm not sure that will be enough to bother Nvidia

AMD charges Microsoft a third less than other buyers for its MI300 AI accelerators
www.techradar.com www.techradar.com

Here is an AI photo of woman made into a WWII pilot - her ears and headphones got crapped-up. We aren't talking masterpieces here lol
'
l4mcGHA.jpeg
Click to expand...
Counterpoint-
 
ashokan said:
Actually, Nvidia and M$ are some of the biggest hypers
Nvidia corners the video market hyping gaming tech to kids who are then underwhelmed.
AMD usually more down to earth and they aren't hyping AI
Graphics cards were used by miners because they can do more complex calculations faster
Graphics processors = sports cars and central processors = SUVs.

The "leap" from gpus to the AI stuff isn't huge or revolutionary.
The Sci-Fi SI that people worry about is based on quantum computing which only exists in labs.
MY phone telling me travel directions is ordinary AI (just pattern recognition algorithms).

AI is being hyper now because gov wants it in all agencies - and not for great purposes - no cures for cancer.
Of course tech people can make a money on this all. People are VERY gullible about tech

M$ is buying AMD's AI processors because they are cheaper than Nvidia hyped processors. What does that tell you?

www.techradar.com

'Instincts are massively cheaper than Nvidia's H100': AMD is selling flagship AI GPUs at a huge discount to Microsoft — but I'm not sure that will be enough to bother Nvidia

AMD charges Microsoft a third less than other buyers for its MI300 AI accelerators
www.techradar.com www.techradar.com

Here is an AI photo of woman made into a WWII pilot - her ears and headphones got crapped-up. We aren't talking masterpieces here lol
'
l4mcGHA.jpeg
Click to expand...
NVDA and MSFT may be hyping a bit but they have real revenue related to AI. I agree with you on AMD.
 
Last edited:
RUDead said:
Inflation numbers come in hotter than expected. This will continue until government spending gets under control.

www.cnbc.com

January wholesale prices rise more than expected, another sign of persistent inflation

The producer price index was expected to increase 0.1% in January, according to economists surveyed by Dow Jones.
www.cnbc.com www.cnbc.com
Click to expand...
As expected after Tuesday, CPI and PPI are very closely linked. Lots of chatter of just seasonality issues with the math itself. Likely no big deal.
 
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BillyC80 said:
Since we last discussed Ocugen about 6 weeks ago, it’s up around 36% (from .55 to .75).

On Wednesday, 2/21, they will be part of a panel on gene therapy for RP, and they are bringing to the panel one of their patients who has been treated with OCU400 for 12 months.

Bringing a patient who is a member of their Phase2 trial has investors excited, at the likelihood that the patient will attest to the efficacy of OCU400 gene therapy to treat blindness caused by RP.

That presentation on Wednesday could be the catalyst to increase the share price upward towards 1.00, which will allow them to remain compliant with NASDAQ without issuing a reverse split.

This is not advice, just passing on the info.
Click to expand...
Ocugen up another 12% today, now at .84
 
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T2Kplus20 said:
As expected after Tuesday, CPI and PPI are very closely linked. Lots of chatter of just seasonality issues with the math itself. Likely no big deal.
Click to expand...

It beat expectations by a healthy amount so by definition it wasn't expected.
 
CRSP on a nice run into earnings. Sold some $85 calls that expired worthless today. $83-84 is setting up to be resistance and we have hit that going into earnings. Not sure if earnings next week is going to be good enough to push above these levels.

Separately, anyone think about BEAM and RXRX as an all or nothing play in biotech?
 
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rurahrah000 said:
CRSP on a nice run into earnings. Sold some $85 calls that expired worthless today. $83-84 is setting up to be resistance and we have hit that going into earnings. Not sure if earnings next week is going to be good enough to push above these levels.

Separately, anyone think about BEAM and RXRX as an all or nothing play in biotech?
Click to expand...
BEAM is a solid company, very similar to Intellia/NTLA in terms of where they are with pipelines. NTLA is very innovative, but BEAM is trying to go one step further with base editing, instead of CAS9. Tons of cash on hand, which is always important (~$1B).

I like BEAM a lot, but I did choose NTLA for my current biotech basket since NTLA is mostly focused on in-vivo gene therapies (i.e., Zolgensma) while BEAM is working on ex-vivo (i.e., Bluebird or cell therapies). I work on both types of GTxs and ex-vivo is f'ing insane. Very complex and expensive.

BEAM is on my watch list and probably should be in my basket. They have 2 clinical catalysts with data releases in Q3 and Q4. Stock will explode if the data is positive!

Let me look into RXRX, don't know too much about it.
 
RU-05 said:
Frick. I am such a sucker for expected growth. (E-trade has them at 166m in 2026, which would be more then current market cap).

And I bought some.
Click to expand...
Hope you still have these shares. Since the day you bought the stock 6 weeks ago, it’s up 70%.
 
Last edited:
Coka Cola cutting half of its drinks

www.independent.co.uk

Coca-Cola quietly discontinues half its drinks - here’s why

But are consumers winning from the move?
www.independent.co.uk www.independent.co.uk

Remember those long (2022) truck lines of livestock owners trying to sell-off the stock they couldn't afford to feed anymore? A billion pounds less of beef last year




www.drovers.com

Mile-Long Lines at Texas Livestock Auction: Drought Persists as Feed Costs Rise

The Emory Livestock Auction saw 3,494 head of livestock on July 9, drawing miles of trailer lines filled with desperate sellers, thankful for a sale while prices hold relatively steady.
www.drovers.com
 
ashokan said:
Coka Cola cutting half of its drinks

www.independent.co.uk

Coca-Cola quietly discontinues half its drinks - here’s why

But are consumers winning from the move?
www.independent.co.uk www.independent.co.uk

Remember those long (2022) truck lines of livestock owners trying to sell-off the stock they couldn't afford to feed anymore? A billion pounds less of beef last year

View embedded media



www.drovers.com

Mile-Long Lines at Texas Livestock Auction: Drought Persists as Feed Costs Rise

The Emory Livestock Auction saw 3,494 head of livestock on July 9, drawing miles of trailer lines filled with desperate sellers, thankful for a sale while prices hold relatively steady.
www.drovers.com
Click to expand...
Going from 400 to 200 drinks seems like a good idea for KO.
 
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