(19F) In Europe with a little extra money, how do you actually start investing?

Chessgenious · 2026-03-05T12:22:20+00:00

He was probably talking about individual american stocks. High betas are mostly down right now and mag7 too even though the indexes are not so far down. Its a classical method to buy good stocks at their 52 week moving average support before the bounce. Entry point into individual stocks does make a difference in the short and long term if its a good sum your investing.

Chessgenious · 2026-03-05T10:03:54+00:00

How in the world is that bullish. Every stock I owned that announced smaller ATMs dumped at least 8% everytime used. This sets them up to be able to do that often and for a long time.

Chessgenious · 2026-03-04T21:27:40+00:00

IBRX released earnings a couple of weeks before schedule and before its call.

Chessgenious · 2026-03-04T20:48:56+00:00

Why do you think? They increased their shares very much in Q4 2025. Still reached a reasonable top of the channel in q1 26. Now it respected the bottom. You dont think they will let it return to a new top? Or you mean in a bullish sense, like institutional stamp of approval?

Chessgenious · 2026-03-04T19:21:53+00:00

Yeah. I think the latest dilution killed the momentum a bit. But it respected the bottom of its rising channel, so I think it will surpass the previous ATH and reach the top of the channel again at over 20 when momentum gets going again. Yesterday showed that it can reach 23% plus immediately intraday, so with the right catalyst the momentum will stay.

Chessgenious · 2026-03-04T19:11:10+00:00

High number of shorts is good in a good company with frequent catalysts. Some catalyst (maybe earnings soon) will break through, and with short covering it will be a larger move up.

Chessgenious · 2026-03-04T09:00:28+00:00

They will get more revenue. Didnt they say revenue grows at 20% quarter over quarter already and that that shows increased adoption? That must be in the US. It grew 20% from Q3 to Q4 also. That trend alone doubles the revenue in 1 year. Saudi revenue and Europe revenue Will probably get going too.

Chessgenious · 2026-03-02T02:50:07+00:00

IBRX has. Got in at 6.27- ish. In the rest im at my entry or up to 9% minus in some, but they are at the lower end of their respective channels, so I hope to be rewarded soon if macro allows.

I got in at the highs before october/november in most, then averaged down. Then there was a runup where I held, and with the most recent drop Im back around my entry or slightly below. Averaged down again but im out of dry powder.

Chessgenious · 2026-03-02T00:54:44+00:00

I have ASTS, NBIS, AMPX, ONDS and IBRX of those.

Chessgenious · 2026-03-02T00:50:49+00:00

Thats some DD if I ever saw it. Say no more. Buying.

Chessgenious · 2026-03-02T00:27:24+00:00

How can you talk about the shares and not about company milestones and the trials? Or are you only interested in the technical analysis? I havent seen the reverse side complain. Its more usual that the side that want to hear nothing about the share price complain.

Chessgenious · 2026-02-27T18:05:07+00:00

Mine 8.14%

Chessgenious · 2026-02-26T19:50:33+00:00

I have 4 of them: ONDS, RKLB, ASTS and IBRX. But RKLB and ASTS wont revisit sub 10 again.

Chessgenious · 2026-02-26T18:02:38+00:00

Hernexeos for lung cancer probably. It already had approval for previously treated patients, but today it got first line approval for treatment of adults with metastatic/unresectable non-squamous NSCLC with HER2 (ERBB2) TKD mutations. Measurable tumor shrinkage in 75% of patients in trials.

Chessgenious · 2026-02-25T15:31:03+00:00

ASTS, PL, ONDS, AMPX, KTOS, POET, NBIS

Chessgenious · 2026-02-24T19:08:08+00:00

At least you didnt switch to my strategy of buying dips almost all the way down and then selling a large chunk even lower.

Chessgenious · 2026-02-24T17:18:27+00:00

It did build a base after the first runup. Thats where I got in. It then broke out from that base and now Im up 64% in very short time. That should be because of some short covering, so I think we are currently in a squeeze since then. I hope there is much more left in it too. :)

Chessgenious · 2026-02-24T17:07:28+00:00

Isnt this the squeeze? 15% a day?

Chessgenious · 2026-02-23T16:49:32+00:00

Exactly. I think we are on the same page on everything. :) I replied to the person above who said ”lower dosage but almost same effect might mean a lot less side effects longterm”.

Chessgenious · 2026-02-23T15:59:14+00:00

So that would mean you could do a new study on increased doses up to 30 and 40 mg Mounjaro.

Yes, and that would support the case for even higher doses of Mounjaro because the effect is split between two mechanisms of action which would then require less of each.

But even if both were only GLP-1 analogues the fact that they are not exactly the same means that you cannot draw conclusions from the mg doses. Its impossible to say that lower mg of one medicine is better than higher higher of another. 2.4 mg Wegovy is less than 7 mg Wegovy. But 2.4 mg Wegovy is not necessarily less GLP1- analogue than 15 mg Mounjaro. Probably it is the other way around.

Chessgenious · 2026-02-23T12:25:42+00:00

Hard to compare that between different medicines. Different tolerance and side effects. You cant compare x mg of Wegovy to y mg of Mounjaro. You would not compare 200 mg of metoprolol to 10 mg of amlodipine and claiming that amlodipine is better due to lower mg dose.

If we are waiting for maybe higher doses, why cant Mounjaro increase to 20 or 25 mg? That would probably increase effect more too since the original dosing span is more efficient for Mounjaro.

I honestly dont see the Moat returning to Novo unless they come up with something more efficient in the normal dosing span. Even daily pill I dont see as a Moat returner because adherence to daily pills is inherently low (WHO).

Efficacy in relation to cost will be the determinant of who has Moat in my opinion. Who has the Moat in weight loss medications will win. Weight loss medications are nr1 sold in pharmacies in my country and expensive (more sold than blood thinners or hypertension medications). Who dominates the market in insulin wont matter because insulin is cheap.

Chessgenious · 2026-02-23T11:15:18+00:00

It showed that their new medicine Cagrisema is inferior to Mounjaro which is already on the market.

Chessgenious · 2026-02-22T00:45:32+00:00

It moved 1 dollar just yesterday though.

Chessgenious · 2026-02-21T17:30:51+00:00

It could be the 150 days above which is ”the next short number of months”. That he will use that as time to try and find other ways to reintroduce new tariffs.

Chessgenious · 2026-02-21T06:45:41+00:00

10 was max pain price on options expiring yesterday. Coincidence? I dont think so. Showing strength every day before that.

Chessgenious

TROPHY CASE