“Memory Stock Crash, Bessent Bailout, Iran, Stocks & Real Estate”
MRNA is in a post-enthusiasm pullback; uncertain stabilization, company unprofitable but cancer therapy is a first-stage opportunity; AI catalyst may be limited if frontier models aren't needed.
So then uh you've got Mona coming down again a little bit here. another 8%. There is a lot of trading volume in this. So, it's not uncommon to see some of this juice come out. This is a very very normal kind of post enthusiasm bleed out.
Uh, and I'm very curious to see if it stabilizes at 126 or if it keeps going down. Uh, could be some opportunities there. Obviously, the company still loses money, but massive hope and it's not really a cancer vaccine.
I know people call it a cancer vaccine, but it's more of um a cancer therapy that they're working on, which which is also very important. Um in fact, um I mean, while a vaccine would be cool, I think this is more of a first stage.