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AthanasiusT
AthanasiusT
·
2021-12-16
Cool cool
Moderna’s Long-Term Benefit Is Cursed by Short-Term Thinking
The real payoff for MRNA stock is more possible today, but still years away
Moderna’s Long-Term Benefit Is Cursed by Short-Term Thinking
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AthanasiusT
AthanasiusT
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2021-12-16
Cool
Why Nvidia Stock Finally Popped
What happened For five long days, it looked like Nvidia(NASDAQ:NVDA)stock could do no right-- the sh
Why Nvidia Stock Finally Popped
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However, in my opinion, the real problem is that the flu underwhelms investors.</p>\n<p>Since the Moderna vaccine was given an emergency use authorization in November 2020, there have been numerous critics. I’ve heard arguments that the mRNA technology will alter our bodies on the cellular level. There’s no telling what harm will be done to us in five years.</p>\n<p>That’s not to belittle rightful concerns. These include instances of myocarditis and other side effects that are evident in the vaccinated population.However, my larger point is that Moderna’s mRNA breakthrough has come for a virus that millions of Americans have sloughed off like the flu. And even those who have had more acute symptoms now believe they have natural immunity that is superior to the vaccine.</p>\n<p>All of this means the risk/reward profile of the vaccine is obvious for those considered at high risk for Covid-19. However, it’s not “serious” enough to capture the national imagination. This is typical of a society that is both blessed and cursed by short-term thinking.</p>\n<p><b>Answering the Question, ‘What If?’</b></p>\n<p>But what if the issue of the moment was a much more infectious and deadly plague? Then any risk (short or long term) would be easily dismissed. We’d have lines miles long for people begging to get the vaccine.</p>\n<p>Well that’s obvious you say? OK, stick with me for a second. What if you or a loved one had terminal cancer? And what if there was a “vaccine” that could potentially activate the immune system in a way that would attack tumor cells?</p>\n<p>Now imagine that you learned that in order for that to occur the T-cells would have to be re-engineered to seek out and destroy cancer cells?</p>\n<p>Most of us wouldn’t give two thoughts about long-term ramifications. We’d roll up our sleeves or beg our loved one to do the same on the opportunity to not just hold cancer at bay but eradicate it from the body.</p>\n<p>If that last sentence intrigues you or just excites you, then you can start to understand the real potential of mRNA technology.</p>\n<p>Now before you call the lawyers on me, I’m not making any of the above up. And if you want to read more for yourself, I’d encourage you to read the <i>Penn Medicine</i> article that allowed me to craft the scenario above.</p>\n<p><b>Does MRNA Stock Have Risks?</b></p>\n<p>Absolutely it does. And one of the largest risks is that it’s not the only biotech company that’s working with mRNA technology. That means that there is a risk that it won’t be first to market with a cancer vaccine, or an HIV vaccine.</p>\n<p>And as the<i>Penn Medicine</i>article states, this is incredibly complex, customized work. That’s why you need to understand that buying shares of Moderna is an investment in a result that may be years away, if it happens at all.</p>\n<p>But if Moderna is successful how much would one share of MRNA stock be worth? My guess is the company would be able to name its price.</p>\n<p>And here’s what should really excite long-term investors. Moderna’s Covid-19 vaccine is giving them a sizable war chest of cash that it will need to get its other vaccine candidates through clinical trials.</p>\n<p><b>Short-Term Trade or Long-Term Investment?</b></p>\n<p>That’s the question you need to ask yourself. If you believe that mRNA technology is smoke and mirrors and the company is a one-trick pony, then figure out a trade that works and have at it. Or simply stay away.</p>\n<p>But if you believe that the company’s mRNA vaccine is just an early-stage payoff for a much grander vision that the company’s pipeline outlines, then I’d encourage you tothen I’d encourage you to buy every dip in MRNA stock until the company proves it can’t make its vision a reality.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna’s Long-Term Benefit Is Cursed by Short-Term Thinking</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna’s Long-Term Benefit Is Cursed by Short-Term Thinking\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 09:56 GMT+8 <a href=https://investorplace.com/2021/12/mrna-stock-long-term-benefit-clouded-by-short-term-thinking/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Moderna(NASDAQ:MRNA) stock is dropping after results for its mRNA flu vaccine is underwhelming investors. However, in my opinion, the real problem is that the flu underwhelms investors.\nSince the ...</p>\n\n<a href=\"https://investorplace.com/2021/12/mrna-stock-long-term-benefit-clouded-by-short-term-thinking/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"https://investorplace.com/2021/12/mrna-stock-long-term-benefit-clouded-by-short-term-thinking/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106911730","content_text":"Moderna(NASDAQ:MRNA) stock is dropping after results for its mRNA flu vaccine is underwhelming investors. However, in my opinion, the real problem is that the flu underwhelms investors.\nSince the Moderna vaccine was given an emergency use authorization in November 2020, there have been numerous critics. I’ve heard arguments that the mRNA technology will alter our bodies on the cellular level. There’s no telling what harm will be done to us in five years.\nThat’s not to belittle rightful concerns. These include instances of myocarditis and other side effects that are evident in the vaccinated population.However, my larger point is that Moderna’s mRNA breakthrough has come for a virus that millions of Americans have sloughed off like the flu. And even those who have had more acute symptoms now believe they have natural immunity that is superior to the vaccine.\nAll of this means the risk/reward profile of the vaccine is obvious for those considered at high risk for Covid-19. However, it’s not “serious” enough to capture the national imagination. This is typical of a society that is both blessed and cursed by short-term thinking.\nAnswering the Question, ‘What If?’\nBut what if the issue of the moment was a much more infectious and deadly plague? Then any risk (short or long term) would be easily dismissed. We’d have lines miles long for people begging to get the vaccine.\nWell that’s obvious you say? OK, stick with me for a second. What if you or a loved one had terminal cancer? And what if there was a “vaccine” that could potentially activate the immune system in a way that would attack tumor cells?\nNow imagine that you learned that in order for that to occur the T-cells would have to be re-engineered to seek out and destroy cancer cells?\nMost of us wouldn’t give two thoughts about long-term ramifications. We’d roll up our sleeves or beg our loved one to do the same on the opportunity to not just hold cancer at bay but eradicate it from the body.\nIf that last sentence intrigues you or just excites you, then you can start to understand the real potential of mRNA technology.\nNow before you call the lawyers on me, I’m not making any of the above up. And if you want to read more for yourself, I’d encourage you to read the Penn Medicine article that allowed me to craft the scenario above.\nDoes MRNA Stock Have Risks?\nAbsolutely it does. And one of the largest risks is that it’s not the only biotech company that’s working with mRNA technology. That means that there is a risk that it won’t be first to market with a cancer vaccine, or an HIV vaccine.\nAnd as thePenn Medicinearticle states, this is incredibly complex, customized work. That’s why you need to understand that buying shares of Moderna is an investment in a result that may be years away, if it happens at all.\nBut if Moderna is successful how much would one share of MRNA stock be worth? My guess is the company would be able to name its price.\nAnd here’s what should really excite long-term investors. Moderna’s Covid-19 vaccine is giving them a sizable war chest of cash that it will need to get its other vaccine candidates through clinical trials.\nShort-Term Trade or Long-Term Investment?\nThat’s the question you need to ask yourself. If you believe that mRNA technology is smoke and mirrors and the company is a one-trick pony, then figure out a trade that works and have at it. Or simply stay away.\nBut if you believe that the company’s mRNA vaccine is just an early-stage payoff for a much grander vision that the company’s pipeline outlines, then I’d encourage you tothen I’d encourage you to buy every dip in MRNA stock until the company proves it can’t make its vision a reality.","news_type":1},"isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690969303,"gmtCreate":1639622409949,"gmtModify":1639622409949,"author":{"id":"3586739130960600","authorId":"3586739130960600","name":"AthanasiusT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586739130960600","authorIdStr":"3586739130960600"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690969303","repostId":"1139829157","repostType":4,"repost":{"id":"1139829157","kind":"news","pubTimestamp":1639621783,"share":"https://www.laohunote.com/m/news/1139829157?lang=&edition=full","pubTime":"2021-12-16 10:29","market":"us","language":"en","title":"Why Nvidia Stock Finally Popped","url":"https://stock-news.laohu8.com/highlight/detail?id=1139829157","media":"Motley Fool","summary":"What happened\nFor five long days, it looked like Nvidia(NASDAQ:NVDA)stock could do no right-- the sh","content":"<p><b>What happened</b></p>\n<p>For five long days, it looked like <b>Nvidia</b>(NASDAQ:NVDA)stock could do no right-- the share price just kept dropping as investors sought out cheaper ways to play the global semiconductor shortage.</p>\n<p>That ended Wednesday morning when traders latched on to some positive commentary from an analyst at KeyBanc. As of 4 p.m. ET, Nvidia stock was up 7.49%.</p>\n<p><b>So what</b></p>\n<p>What did KeyBanc analyst John Vinn say to stop the slide? Not a lot, actually -- but apparently, enough.</p>\n<p>As StreetInsider.com reports, the bank's \"November cloud instance tracker\" is showing strong demand for cloud computing services (and Nvidia's semiconductors help with those). Specifically, \"instances\" of cloud computing services being used grew by 29% year over year in November, and by 6% in comparison to October. The news was best for <b>Microsoft</b>'s(NASDAQ:MSFT)Azure business, and <b>Amazon</b>'s(NASDAQ:AMZN)AWS, both of which grew faster than average year over year.</p>\n<p>Looking at the chipmakers, KeyBanc was most optimistic about <b>Advanced Micro Devices</b>(NASDAQ:AMD), whose chips largely power Microsoft's Azure, and less so about <b>Intel</b>(NASDAQ:INTC), noting that Intel's processor deployments grew 4% month over month and 22% year over year across all major cloud services providers -- below the averages.</p>\n<p><b>Now what</b></p>\n<p>And Nvidia? That's the strange thing. According to KeyBanc, the semiconductor company's \"instances\" number grew only 25% year over year -- good, but still below average. And Nvidia's growth was only 1% sequentially from October.</p>\n<p>In the final analysis, KeyBanc declared these results positive for AMD, \"moderately negative\" for Intel, and only neutral for Nvidia. That wasn't great news, but it seems to have been at least enough to stop the sell-off of Nvidia's shares.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Nvidia Stock Finally Popped</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Nvidia Stock Finally Popped\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 10:29 GMT+8 <a href=https://www.fool.com/investing/2021/12/15/why-nvidia-stock-finally-popped-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nFor five long days, it looked like Nvidia(NASDAQ:NVDA)stock could do no right-- the share price just kept dropping as investors sought out cheaper ways to play the global semiconductor ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/15/why-nvidia-stock-finally-popped-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/12/15/why-nvidia-stock-finally-popped-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139829157","content_text":"What happened\nFor five long days, it looked like Nvidia(NASDAQ:NVDA)stock could do no right-- the share price just kept dropping as investors sought out cheaper ways to play the global semiconductor shortage.\nThat ended Wednesday morning when traders latched on to some positive commentary from an analyst at KeyBanc. As of 4 p.m. ET, Nvidia stock was up 7.49%.\nSo what\nWhat did KeyBanc analyst John Vinn say to stop the slide? Not a lot, actually -- but apparently, enough.\nAs StreetInsider.com reports, the bank's \"November cloud instance tracker\" is showing strong demand for cloud computing services (and Nvidia's semiconductors help with those). Specifically, \"instances\" of cloud computing services being used grew by 29% year over year in November, and by 6% in comparison to October. The news was best for Microsoft's(NASDAQ:MSFT)Azure business, and Amazon's(NASDAQ:AMZN)AWS, both of which grew faster than average year over year.\nLooking at the chipmakers, KeyBanc was most optimistic about Advanced Micro Devices(NASDAQ:AMD), whose chips largely power Microsoft's Azure, and less so about Intel(NASDAQ:INTC), noting that Intel's processor deployments grew 4% month over month and 22% year over year across all major cloud services providers -- below the averages.\nNow what\nAnd Nvidia? That's the strange thing. According to KeyBanc, the semiconductor company's \"instances\" number grew only 25% year over year -- good, but still below average. And Nvidia's growth was only 1% sequentially from October.\nIn the final analysis, KeyBanc declared these results positive for AMD, \"moderately negative\" for Intel, and only neutral for Nvidia. That wasn't great news, but it seems to have been at least enough to stop the sell-off of Nvidia's shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}