PHARM.Dabbler
@PharmDabbler
Clinical pharmacist PharmD, BCPS | Not advice, just my opinions and a lot of dabble about Biotech | Tech | Defi
7/1/25 Holdings update CORE: $TSLA $MEDP $VOO $VGT $DUK $UNH $COIN $NET Biotech/Med dabble: $VKTX $MREO $PDSB $TMDX Successful Portfolio Bio Buyouts: $TRIL (‘21) $MYOV (‘22) $HZNP (‘23) $NARI (‘25) Growth/Tech dabble: $UPST $JOBY $AMD $WULF $OSCR $TTD Defi dabble: $BTC $ETH
$TSLA Confirmed! Samsung’s new Texas factory will be dedicated to making Tesla’s next-generation AI6 chip.
Samsung’s giant new Texas fab will be dedicated to making Tesla’s next-generation AI6 chip. The strategic importance of this is hard to overstate. Samsung currently makes AI4. TSMC will make AI5, which just finished design, initially in Taiwan and then Arizona.
$TSLA Samsung to Produce Tesla Chips in $16.5B Multiyear Deal per Bloomberg 👇
Some notable overnight movers $COIN +2.5% $ETHE +6% $TSLA +1.5% $AMD +1.7% $MEDP +1.5% $UNH +1%
Early overnight futures GREEN after EU USA trade deal and China tariff extensions announced. $SPX $NASDAQ $DJIA
Just a reminder of what these analysts were telling you in May. 🤷♂️ Comical.
🇨🇳 🇺🇸 Tariff pause extended. More good news heading into this week.
CHINA, US TO EXTEND TARIFF PAUSE AT SWEDEN TALKS BY ANOTHER 90 DAYS- SCMP
🇺🇸 🇪🇺 🤝
*TRUMP: EU AGREES TO OPEN UP COUNTRIES TO TRADE AT 0% TARIFF
$UNH Moving up earnings call to 0800 on 7/29/25 to allow for 45 more minutes of discussion/questions. Will have all eyes on this call.
$ETH Quietly attempting its next move to $4,000 this weekend. 😏
$TSLA Robotaxi officially expanding to California with safety driver in drivers seat pending further California regulatory approvals.
$TSLA I checked the robotaxi app. It's about to start in California. I agreed to the terms and conditions.
Some heavy hitters reporting next week. Notables below. Tuesday: $SOFI $UNH $BA $PYPL Wednesday: $META $MSFT $HOOD Thursday: $AAPL $AMZN $COIN $NET
$TSLA Yes ✅
Thanks for your engagement in this shareholder proposal process! We have received a number of shareholder proposals on xAI. Consistent with SEC rules, our proxy statement would include one properly submitted proposal on each topic, and we would invite the shareholder who made…
$TSLA Whats the typical turnaround time to receiving your new Model Y? I ordered on 7/19/25; estimated delivery originally said 7/24 to 8/14. Now it’s been pushed back to 7/29 to 8/17. Any insight?
$TSLA Good clarity 👌
The way some are presenting this news is confusing people, so let me explain: Tesla can still launch a paid ride-hailing service this weekend with a Model Y using FSD in San Francisco to select members of the public as long as there is a person in the drivers seat. Tesla has a…
$PFE Happy Ex Dividend Day today. Company paying $0.43 dividend, payable on 9/2/25, to holders of record at the close of business on 7/25/25.
$VKTX *Update Currently sitting at $35 share and ~$3.9B MC. - Cash balance ~$808M • VK2735 inj obesity/diabetes candidate in two Ph3 trials • VK2809 in NASH Ph3 initiation TBD • Potential best in class Oral Dual GLP1/GIP agonist candidate currently in 13 week Ph2 trial…