So basically they’re expecting strong top-line growth and better margins, right? Does that change your view on valuation?
I’m cautiously optimistic. If NVO can execute on the supply chain and pricing, the compounder profile looks solid. I’m not chasing a breakout, just adding slowly to a diversified biotech sleeve.
Watching NVO for a pullback before sizing up.
Blue Box talk again? Risk/reward still looks skewed.
Watching $XME hold above the recent low after the Blue Box pop. Looks like buyers are defending, but I’d wait for a pullback to gauge strength.
Feels like momentum’s back in $XME after that clean Blue Box reclaim. The volume and quick retest of Equal Legs are nice. I’m riding the wave, but if it pulls back under the recent swing low, I’ll reassess.
Volatility like this usually means entries. I’m nibbling USO and pairing with a bit of SLB on dips, hoping for a quick bounce.
If USO’s down, why aren’t XOM or CVX showing similar? Maybe the index lags fundamentals; sector rotation could be the real driver.
Down 3.2% today; feels heavy, but context matters.
