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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: ajtj99 who wrote (95231)9/23/2025 2:40:37 PM
From: Sun Tzu1 Recommendation

Recommended By
ajtj99

  Read Replies (1) | Respond to of 97204
 
They are well capitalized and I think it is possible that homeland security or CDC may at some point tap them on the shoulder for some contracts (sensing bioweapons or contagious diseases). White House has already asked them to report any suspicious developmental works.

But even if that doesn't happen, their goal is to become the foundry for biotech the way that TSM is a foundry for semiconductors. If they can pull it off, then that shark path may well materialize.



To: ajtj99 who wrote (95231)9/23/2025 3:13:45 PM
From: Tweets Boar Hog1 Recommendation

Recommended By
ajtj99

  Read Replies (1) | Respond to of 97204
 
Been following DNA for a long time. Still not in, maybe I missed the low?

I agree with Biotech thesis. Biotech sector is in early stages of a long move up, in the end before this bull is done it should outperform all other sectors from here (imo).

Nvax looking ready to move up too. Weekly looking pretty good. Nvax is coming around with their pipeline. They have the best Covid and Covid/influenza vaccine, and it is going global. My whole family just finished up with a bout of Covid, was not pleasant. RFK Jr. treating Nvax so so, better than the mRNA cos.

Tweets

DNA. Low is probably in. But gotta give the 4.5yr/18 mos cycle some respect. Very nice hits on the 18 mos. Next one due early 2026. If it breaks up here then my count is off one minor degree, and the 3 was the 5.



$SPSIBI. Appears to have just started a major III wave up, which should run for quite a few years. Labu should do really well too, which I own.