How To Sell One Molecule Two Ways And Make Billions

Did you know Novo Nordisk’s (NVO) Ozempic and Wegovy are basically twins separated at birth? Both contain the same molecule — semaglutide — yet Wegovy costs three times more simply because it moonlights as a weight-loss drug instead of a diabetes treatment. That, my friends, is pharmaceutical sorcery so profitable it would make Merlin jealous. […]

Here is Your Next Decade Long Play

The urgent question of the day is, WHICH stocks do you buy and forget about for good? The answer is very simple. You buy cheap ones. And what are the cheapest stocks out there? Commodity stocks. My friend, Jim Umpleby, said that we are just entering a ten-year super cycle in commodities. Jim should know. […]

Meta’s AI Leap: Zuckerberg’s $14 Billion Bet on Scale AI and Alexandr Wang

In a monumental move that underscores the intensifying artificial intelligence arms race, Meta Platforms, under the leadership of CEO Mark Zuckerberg, is reportedly finalizing a nearly $14 billion investment in Scale AI. This colossal deal would grant Meta a significant 49% stake in the leading data labeling and annotation company. Adding to the strategic depth […]