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I have a kind of queasy feeling about today and the reason I do is because we have the tenure under four and that means that people are reacting to these company like a Wayfair not doing that well company like McDonald's not doing that well uh the uh overall sense that the discretionary uh category is doing very very poorly and I think that's what's controlling the tenure and I don't want to see that I just need because the PED didn't cut yesterday no they did not they did signal uh Cuts in September sounds like it is on the table they're watching inflation data and the job data and we'll get a jobs number tomorrow as well um but yeah it's a give back too we had a very big move yesterday especially in the semiconductors um Nvidia broadcom both were up a double- digit percentage uh so a big move there um and obviously meta is the star of what's happening today without meta it'd be a much different Market yes it would be now meta one of things that's very exciting about it's the first time I have read about what's going to happen in the future 25 is a road map 25 and 26 kind of took off the table the idea well what are we doing this and the idea is is that right now if you're an you're an Advertiser you can go to them and they'll tell you where you're at should be uh you'll argue and then they'll say okay I don't know now but right at this very moment The Advertiser are recognizing that Mark has a better view of where the ad should be than you so you just say listen I want here's my copy I want this insertive now he says next year you'll just say look I want an ad and it'll be better done by them than you yeah he's talking about advertisers just giving them their budget and they'll put it to work you know it's interesting last time they reported the market uh was really concerned about their spending on AI but this time they really explained how AI is driving better engagement recommendations um it's improving the monetization efficiency yep so now people are taking their cap spending and saying no they're they're generating a strong return on this it's worth it and that's the big diff that's the big reason why you had such a big Revenue number guidance was strong earnings were great and the stocks up almost 9% as a result yeah and I think that you're coming with a holistic platform you're staying on WhatsApp you're staying on Instagram you're they called out young adults in the US are using Facebook people have not been able to reach that cohort he has by the way the Rayband I know we joke but my daughter wears the ray bands they can take pictures everywhere you can ask the rayb bands thing really rather remarkable so anyway in Praise of Mark Zuckerberg now the rest of the market what you're going to see uh is something that akin to what I think that Renee hos said from arm there's some weakness there's some industrial weakness I have comments on tonight but there's just we pockets of weakness if there weren't pockets of weakness then the FED wouldn't be thinking about cutting yeah well no real pockets of weakness from eaten today although the stock is down it's trading with this whole AI D data center cohort which is a little bit soft today after but it was a big beaten raise I buy it yeah I mean we we've bought some around here it's down 3% well you stock was up you know just had this huge move right ahead yesterday you don't any eaten you want to do that because a rusty Brazil from rbn I use for oil he talk gave you the data center numbers and also the only gating fact of data center numbers is we got to find where there's enough power exactly I mean it's not because they don't want them it's really extraordinary so I I'm totally all in uh eaten now let's talk Lily because I think the story is being misrepresented this particular uh at new uh use is for congestive heart failure for the possibility of holding off an event for heart what we've been waiting for as Lily shareholders is some sign that the government and the payers have to pay for L yeah and this is the first time I have seen something that they just going to say you know what we can't have people have heart attacks put them on yeah so there was a successful phase three heart failure study the risk of death Hospital hospitalization other bad outcomes was reduced by 38% versus placeo so very meaning very statical and and and you know we we've talked about before the idea the insurers not covering it it hasn't mattered uh yet because demand is still exceeding Supply right uh but you know that always that always won't be the case but their company's working hard to ramp up Supply they report next week meanwhile I also saw a report that said their Alzheimer's drug can get approval uh may get approval in Japan soon so that's something population there and don't forget Biogen had good numbers for Alzheimer's now this stock came down it's very interesting this stock which was almost going to be a trillion it came down right with Nvidia yeah they're trading together it's trading more with Nvidia than it's trading with the drug cohort yeah no that is funny I mean when the stocks were uh you know roaring it was always Ai and and glp uh but we've seen fall in the rotation and there's been some competitive threats which I think you have to acknowledge but uh not really a near-term concern Viking therapeutic Ro remember there were competive FS to Warner Lambert uh fizer when it came to cestal drugs and everybody ended up making a huge amount of money I suspect that AMJ will come in Ro will come in Viking will come in but the thing that we didn't count on is that it's hard to make it's hard to make you need you know just like a found for people misinterpreting that to and that's almost the key when Lily reports next week is are they able their ability to raise their revenue guidance is really based on their visibility into manufacturing yes and uh so we'll have to see when they report and they Outsource that they're building big factors North Carolina building factors in Europe they need them everywhere they have to build the G Factor by the way their balance sheet is so great and Viking doesn't have the money to put up the factories I mean come on it don't now this is a gigantic and uh I would not be working tomorrow apologize to you Lisa my wife if we did not have apple and Amazon which are huge and then for us we have next next tracker and kotara along with that uh Apple I am very concerned about because apple is a discretionary product and we have to worry about China because so far everything we've seen in discretionary Goods in China they're just not buying things so I'm concerned yeah the China economy we we've just seen it through so many different reports as earning SE just so weak um I I guess there's this idea though that maybe people will be able to look past it because of the AI WS the worldwide developers conference was basically saying don't pay any attention the next six months understand that they're going to have something they' revamped series series very good but they will have a GPT product that someone is going to give them as opposed to spend all this money that's a big we right just like search and then Amazon AWS revs advertising lowering the cost to serve way came all the way back I was concerned that you know the the stench of a Wayfair which is to you know knock off cheap furniture would extend to the ret
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