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Archive of entries posted on 6th March 2024

AI and obesity are percolating nicely. I have some new favorite pleasures. Enjoy.

Takeaways + Two themes are doing well for us – Ai , as in Nvidia and Smart Micro and obesity drugs, as in Novo Nordisk and Eli  Lilly. They will continue to do well. + The Magnificent Seven has lost some of its mojo. Apple finally closed its ultra-expensive car adventure, while Tesla discovered that […]