Scientist turned investor. Exploring how creativity, awareness, and strategy shape both molecules and markets where logic meets intuition. Connect the unlinked!
Joined February 2009
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Meditating Frog retweeted
15 May 2024
Happy Buddha's Birthday!!!
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Apr 20
$ANET, $ISRG;
Evercore ISI added Arista Networks (ANET), IBM (IBM), and Intuitive Surgical (ISRG) to its "Tactical Outperform" list, citing expectations of positive earnings surprises, particularly regarding AI demand and favorable procedure growth.
Arista Networks (ANET): Added due to expected Q1 earnings upside from accelerated AI investment cycles and strong enterprise networking demand.
IBM (IBM): Added ahead of their April 22 report, with expectations of moderate upside and potential upward revisions for 2026 revenue, supported by the Confluent acquisition.
Intuitive Surgical (ISRG): Added due to positive robotic surgery procedure growth data, despite previous weakness in 2026.
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Apr 15
$NEXA --the stock of the day!
22.7% up today and 12 % up after hours!
a perfect stock for a watch;
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Apr 10
The Magic Number of $1.26 million in savings to retire!!
Are you okay??
As of early 2025, Americans estimated they needed an average of $1.26 million in savings to retire comfortably, according to Northwestern Mutual's 2025 Planning & Progress Study.
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Mar 16
$CRM--Salesforce Launches $25 Billion Accelerated Share Buyback.
Salesforce said it has begun buying back about 103 million shares of its common stock, executing part of the $50 billion share-repurchase program its board had authorized earlier this year.
The software company said Monday that the transaction represents a $25 billion accelerated share repurchase and accounts for roughly 80% of the total shares expected to be bought under the agreement.
"We are aggressively repurchasing shares because we are so confident in the future of Salesforce," Chief Executive Marc Benioff said.
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$SPY, New Arrivals: The S&P 500, March 2026
The S&P Dow Jones Indices announced that the following companies will be added to the S&P 500:
$VRT, Vertiv Holdings
$SATS, EchoStar Corporation
$LITE, Lumentum Holdings
$COHR, Coherent Inc
These additions will coincide with the removal of Match Group, Molina Healthcare, Lamb Weston Holdings, and Paycom to maintain the index balance.
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$RTX; known for us as Raytheon Tech., MA site, which is located within walking distance, shines even brighter today!
;$2.5% up
; have some positions...🥰
rtx.com/who-we-are/we-are-rt…
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Feb 24
$IBRX @$11.0 442% up YTD.
How did I find it?
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simply by a 'connect the unconnected' way....
asked AI, 'WarrenAI' on Jan 4, ahead of JPM Health conf.
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$GOOGL; as of @5:00pm,
Should I buy more or trim it now?
@Gemini answered:
Summary Recommendation: If you are a long-term investor, the fundamental strength in Cloud and Search remains very healthy. However, the aggressive spending for 2026 might lead to a period of consolidation.
You might consider holding through the volatility or trimming a small portion if you are heavily overweight in tech, looking for a better re-entry point if it hits the $310 range.^^
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$SPY @inflection point; @1130 AM?
just touched 100 EMA at 11;30am and bounced back(?)... Hopefully, that was the inflection point this correction...
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$MRK; 3.16% up
As of February 2026, Merck has approximately 80 Phase 3 clinical trials currently underway. This late-stage pipeline is a cornerstone of the company’s growth strategy! ----from a recent interview of MRK's CEO with @JimCremer at @Madmoney.
Once MRK had about 75 Ph-1 studies--I thought it was crazy. Now, Ph 3 !!!
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