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Trimming BX, adding cash until clarity returns.
If rates stay high, BX support might not hold.
Support talk feels like a band-aid, not a plan.
Not convinced these jobs translate to near-term growth.
Everyone’s cheering the job numbers, but the broader market’s still choppy. If $ADSK’s growth is just incremental, why should multiples expand? Revenue guidance matters more than headlines.
Holding $ADSK—does this hiring help near-term returns?
I’ve seen this movie since the 2010s: early signals, late disappointments. What’s different this time with the dosing schedule and endpoints?
If the trial starts, I’ll fade the pop into the open and scalp the dip; otherwise, watch $VKTX for a 5–10% pullback.
Everyone’s cheering the trial start, but what if the real story is that BL’s signal is weak and this just fills the gap until Phase 3?
