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having more modest ambitions for their AI build out.

having more modest ambitions for their AI build out.

Yeah, so Novo Nordisk is an interesting stock in this space. It was down about 7% in the past week. This was part of a longer-term decline, so it's down about 45% in the past year and 22% in the past month. It's just touched a 52-week low recently. Part of this was earlier this month it had disappointing trial results for its next-generation weight loss drug.

Yeah, so Novo Nordisk is an interesting stock in this space. It was down about 7% in the past week. This was part of a longer-term decline, so it's down about 45% in the past year and 22% in the past month. It's just touched a 52-week low recently. Part of this was earlier this month it had disappointing trial results for its next-generation weight loss drug.

Yeah, so Novo Nordisk is an interesting stock in this space. It was down about 7% in the past week. This was part of a longer-term decline, so it's down about 45% in the past year and 22% in the past month. It's just touched a 52-week low recently. Part of this was earlier this month it had disappointing trial results for its next-generation weight loss drug.

There's also signs that it's sort of losing its first-mover advantage recently. companies like Eli Lilly are catching up in the space. So I think there's two things going on there. I think one is concern about saturation for weight loss drugs generally, and kind of wondering what the next big thing is going to be in that space. And then for

There's also signs that it's sort of losing its first-mover advantage recently. companies like Eli Lilly are catching up in the space. So I think there's two things going on there. I think one is concern about saturation for weight loss drugs generally, and kind of wondering what the next big thing is going to be in that space. And then for

There's also signs that it's sort of losing its first-mover advantage recently. companies like Eli Lilly are catching up in the space. So I think there's two things going on there. I think one is concern about saturation for weight loss drugs generally, and kind of wondering what the next big thing is going to be in that space. And then for

Novo Nordisk specifically, it's going to face some market share problems because it's starting to lose out a little to Eli Lilly, but also it doesn't have that next big thing clearly on the horizon right now.

Novo Nordisk specifically, it's going to face some market share problems because it's starting to lose out a little to Eli Lilly, but also it doesn't have that next big thing clearly on the horizon right now.

Novo Nordisk specifically, it's going to face some market share problems because it's starting to lose out a little to Eli Lilly, but also it doesn't have that next big thing clearly on the horizon right now.

GameStop's board determined that the company could buy Bitcoin as part of its investment strategy. So as a reserve asset, it can buy Bitcoin as opposed to bonds or whatever else its board had already approved. There was sort of an initial excitement about that, but I think that faded relatively quickly. I think there's concern that that's...

GameStop's board determined that the company could buy Bitcoin as part of its investment strategy. So as a reserve asset, it can buy Bitcoin as opposed to bonds or whatever else its board had already approved. There was sort of an initial excitement about that, but I think that faded relatively quickly. I think there's concern that that's...

GameStop's board determined that the company could buy Bitcoin as part of its investment strategy. So as a reserve asset, it can buy Bitcoin as opposed to bonds or whatever else its board had already approved. There was sort of an initial excitement about that, but I think that faded relatively quickly. I think there's concern that that's...

a desperation move where the company's fundamentals are such that it's trying to reposition itself as a bitcoin hedge fund in a way just sort of reinvest its cash um in an asset that it sees could go up obviously as an investor you might ask yourself why would i buy gamestop to get exposure to bitcoin when i could just buy So I think you can look at it two ways.

a desperation move where the company's fundamentals are such that it's trying to reposition itself as a bitcoin hedge fund in a way just sort of reinvest its cash um in an asset that it sees could go up obviously as an investor you might ask yourself why would i buy gamestop to get exposure to bitcoin when i could just buy So I think you can look at it two ways.

a desperation move where the company's fundamentals are such that it's trying to reposition itself as a bitcoin hedge fund in a way just sort of reinvest its cash um in an asset that it sees could go up obviously as an investor you might ask yourself why would i buy gamestop to get exposure to bitcoin when i could just buy So I think you can look at it two ways.

If you're looking at it from a GameStop point of view, it kind of has the stench of the dot-com bubble when every company just added dot-com to the end of its name. There's something of a trend following going on there. So I think there was a negative reaction to that once all was said and done.

If you're looking at it from a GameStop point of view, it kind of has the stench of the dot-com bubble when every company just added dot-com to the end of its name. There's something of a trend following going on there. So I think there was a negative reaction to that once all was said and done.

If you're looking at it from a GameStop point of view, it kind of has the stench of the dot-com bubble when every company just added dot-com to the end of its name. There's something of a trend following going on there. So I think there was a negative reaction to that once all was said and done.