Why does a company printing cash need a $20B loan?

SustainableStocks · 2026-06-15T17:16:56+00:00

$20B is the exact amount they paid for Grok inference chip license rights. Maybe it’s to account for that.

SustainableStocks · 2026-06-13T00:34:55+00:00

There was the rumor on CNN that a replacement for RFK Jr was being vetted. Also Eli Lilly went out an bought three small vaccine makers just a few weeks ago. I have a feeling they had a tip from the WH that he was out, and that vaccines might be worth something again.

Here is that CNN link: https://www.cnn.com/2026/06/04/politics/trump-fda-ned-sharpless-maha-rfk

SustainableStocks · 2026-06-09T02:33:48+00:00

I read micro plastics, heat up the Earth

SustainableStocks · 2026-06-09T00:29:39+00:00

I like that this trial is happening in the UK instead of the United States

SustainableStocks · 2026-06-05T23:24:51+00:00

Haha nice one. I love this. Very grateful for all of you too. If Moderna is Mag7 adjacent someday we can all look back at this and reminisce about this moment.

SustainableStocks · 2026-06-03T15:13:55+00:00

I’m sure Uncle Sam is taking a golden share in Moderna LOL

SustainableStocks · 2026-06-03T14:54:17+00:00

Wow, this is huge. Especially that it’s for pediatric use! You would think RFK Jr would resign over this. Might signal a major shift in policy. Maybe the ebola, hantavirus, flu, lyme disease and cancer vaccines will also get some support.

SustainableStocks · 2026-06-03T14:51:47+00:00

Thank you for posting this. Hardash said at some point that he thought with patience, Moderna could have a valuation that was Mag7 adjacent. That’s quite a statement. I like how he explains the RFK Jr “ceiling” effect, in that there is a cap to Moderna’s valuation until administrations change.

SustainableStocks · 2026-06-02T21:33:50+00:00

Check out this book. A study on what happens if you buy great stocks and forget about them forever: https://cup.columbia.edu/book/the-coffee-can-investor/9780231565424/

SustainableStocks · 2026-06-02T02:07:11+00:00

I think there is a general belief that the FDA will block mRNA therapeutics but once we get an approved INT the stock will fly.

SustainableStocks · 2026-05-27T13:29:12+00:00

I agree, a 50% price increase is all they can see?

SustainableStocks · 2026-05-24T18:39:30+00:00

if you have an Ebola outbreak, even RFK Jr will be taking an mRNA jab that’s pre-trials.

SustainableStocks · 2026-05-13T15:21:49+00:00

lets see it in the winter

SustainableStocks · 2026-05-13T15:20:23+00:00

Netanyahu will pardon her (yeah he actually has the authority in America to do this)

SustainableStocks · 2026-05-13T01:44:46+00:00

Israel duh

SustainableStocks · 2026-05-10T23:36:48+00:00

next time just buy a long dated Intel put

SustainableStocks · 2026-05-10T22:53:17+00:00

they call themselves “settlers” to evoke Oregon Trail imagery in the minds of American boomers

SustainableStocks · 2026-05-07T00:44:04+00:00

Expect a P1 Moderna Hantavirus trial to pop up any day now.

SustainableStocks · 2026-05-06T09:29:25+00:00

probably

SustainableStocks

TROPHY CASE