Syz the moment

Source: Markets & Mayhem, BofA

In an exclusive interview following last week's earnings Huang said demand for its programs will soon outstrip supply, with the complexity of these chips also challenging the company's efforts to keep pace. Source: Yahoo Finance

“Roundhill Investments' GLP-1 & Weight Loss ETF (OZEM), which began trading last week, pairs leaders Eli Lilly and Novo Nordisk with players developing new treatments for weight loss and diabetes. CEO Dave Mazza said his firm is capitalizing on explosive growth potential in the industry…Eli Lilly and Novo Nordisk each hold a roughly 20% weighting in the ETF. The three next largest positions are Zealand Pharma, Amgen and Chugai Pharmaceutical, each of which have a weighting under 5%”. Source: CNBC, Bloomberg

by Compounding Quality.

Robert F. Kennedy Jr. has accepted the Libertarian Party's presidential nomination, introducing a dynamic twist to the upcoming election that could disrupt the prospects for both Trump and Biden. This move puts RFK on the ballot in enough states to theoretically secure the 270 Electoral College votes necessary for a presidential victory. Kennedy's decision was announced during a contentious moment at the Libertarian Party convention, where he was nominated unexpectedly. Trump and Biden's campaigns are reportedly uneasy about Kennedy's candidacy, fearing it could siphon crucial votes in a tight race. Kennedy has positioned his campaign as a fusion of third-party and independent voters to challenge the traditional two-party system. Source: Daily Mail thru Mario Nawfal

Source: Not Jerome Powell on X

Source: Seek Wiser

At $2.6 trillion, Nvidia's market cap is now over $900 billion higher than all of the companies in the S&P 500 Energy sector ... combined. The net income of the Energy sector is $128 billion vs. $43 billion for Nvidia. $NVDA $XLE Source: Charlie Bilello