Novo Nordisk is my top opportunity for 2026, driven by multiple catalysts and a compelling valuation. The Wegovy pill's FDA ...
OpenAI LLC and ChatGPT have taken the world by storm. Microsoft Corp. reportedly is investing an additional $10 billion in the startup. But in our view, though the hype around ChatGPT is justified, we ...
Joby has the potential to become the “Uber” of the eVTOL industry, thanks to its first mover advantage in the industry. Joby’s vertically integrated business model could allow it to benefit from the ...
There’s a concept in business called the first-mover advantage. Basically, it means that if you’re the first company with a successful product in a new market, you have the opportunity to dominate the ...
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