Rahul Profile picture
Jun 10, 2021 8 tweets 5 min read Read on X
Genomics🧬- you don't have to be an investor. But I truly believe everyone can benefit from at least learning the basics.

This 🧵 will give you a simplistic route to accumulate knowledge in a complex scientific improvement.

$BEAM $CMLF $ARKG Image
1/ Initially, wanted to do a deep dive into $BEAM and $CMLF.

That may be helpful, but then I realized; if I can share how you can simply learn about this sector, it may be serve longer lasting purpose.

Inspired by @AviNMash education Thursdays. #PeakLife Image
2/ @CathieDWood has publicly said this many times, Genomics could be the best performing sector over the next decade - stop here and buy $ARKG? Or read on to learn more ..

CRISPR - Clustered regularly interspaced short palindromic repeats Image
2a/ Watch 📺 - Human Nature on $NFLX. This will teach you the basics of CRISPR. You’ll learn more about the evolution that has taken place in science over the past several years. How CAS9 is used and much more! Image
3/ Once above is completed spend time learning about the advancement of this technology. Base editing.

The longer we base, the bigger the breakout ? For base editing you have to hear it from the mastermind himself @davidrliu :

ted.com/talks/david_r_…
4/ Basics ✅. Now peep @NatHarooni page who shares insightful knowledge on this subject consistently and its awesome.

$BEAM bros! He talks in depth about many stocks in this sector, and has a great baseline understanding. Image
5/ "And the person who has the data matters, but the person who understands and uses the data wins."-@AnthonyOhayon

spoti.fi/3xcPDwJ

Tune into @PoundingDaTable epi 26 , and you will be fascinated with $CMLF. s/o @tweetatmehomie 🤛 Image
6/ I hope you are able to walk away with a high level understanding into an area that has the potential to vastly change our lives forever.

Hopefully, this triggers the curiosity to dig deeper and learn more :) $ARKG

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More from @rhemrajani9

Feb 25, 2023
The markets this past week 🧵…

- PCE
- Housing markets 🏠
- Inflation 🛍️
- Earnings / Guidance 💸
- Retail investors
- $SPX 📊
- AI stocks 🤖
- Headcount vs $SPX
- Financial conditions 💰
- Fed funds 📊
- $USD / $DXY 💵

Let’s dig in below, if helpful please RT 🔀… read on 👇
PCE feds preferred inflation measure comes in 🔥 than expected.

Per @benjaminMlavine “First YOY PCE increase since September. Only 6 of 61 economists surveyed by Bbg had a 1.8% personal spending forecast. Establishment caught off guard by the #bigflip
Another datapoint that saw a recent bounce - used cars 🚗 chart by @Lvieweconomics

Was discussing this as chatted on PCE this a.m. #bigflip @eliant_capital
Read 15 tweets
Feb 19, 2023
🛬🚨🛩️: How are we going to land?

“Powell: "You fly, right? Sometimes the landing is perfect. Sometimes the landing is a bit bumpy. It's still a good landing." - back in May

Historically extensive rate hike cycles don’t end well. So how is a soft landing possible?

Read on… twitter.com/i/web/status/1…
🛬 Landing? #Bigflip ? Soft landing?

What does this all even mean ⁉️

Great overview by @benjaminMlavine to help set the foundation 👇. $SPX $QQQ
The fed pivot has quickly turned into a fed pause for longer. Markets don’t typically bottom 📉 while rates are 📈.

Another chart to illustrate in the following tweet.
Read 10 tweets
Feb 18, 2023
Market round up 🧵📍…

▪️Inflation 📊
▪️Fed funds rate 💸
▪️Retail sales 🛍️
▪️Earnings yields vs T-bills
▪️Options
▪️Tail risks ⚠️
▪️US budget deficit vs GDP 💰
▪️Household savings 🏦
▪️PPI

📬 daily free 🗞️ is live!—> TheOneRead.com <—

Let’s dive in 👇 $SPX $QQQ 🔂
Inflation came in at 6.4% this past week shelter being part of the reason 🏠. ImageImage
Very interesting 📊 on the fed funds rate 👇
Read 13 tweets
Jan 28, 2023
Soft landing 𝙤𝙧 Fed forces a recession?

🧵 which will cover:

▪️ GDP
▪️ Inflation
▪️ Financial conditions
▪️ Risks if we pause early
▪️ 📊 $SPX and $QQQ 📊
▪️ $DXY and FX
▪️ Feds balance sheet
▪️ Earnings
▪️ Unemployment and jobs
▪️ Consumer spending

Let’s dive in! 👇🔂
Advanced GDP and annualized GDP prints came in this week. Data looks more positive and headed in the right direction.
Has CPI peaked ? Which components of inflation stay stickier ?

Next couple FOMC decisions are critical, the last thing the Fed wants is inflation to creep back up.

CPI and Core data 📊👇
Read 12 tweets
Jan 23, 2023
𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐩𝐫𝐢𝐦𝐞𝐫 🧵…

In this thread ⬇️ you’ll find:

▪️ $TSLA earnings estimates + 📊
▪️ $MSFT earnings estimates
▪️ Wall Street tech profits outlook
▪️ $SPX earnings dashboard
▪️ $SPX P/E 2023 projections

If this is helpful, be sure to RT 🔂

Read below 👇
(1/8🧵) $TSLA earnings snapshot:

EPS estimate: $1.127
Revenue estimate: $24.065B
Forward PE current: 31x
Avg analyst price target: $190.10

🗓 Reporting on Wednesday!
(2/8🧵) $MSFT earnings snapshot:

EPS estimate: $2.296
Revenue estimate: $52.94B
Forward PE current: 24.7x
Avg analyst price target: $288.45

🗓 Reporting on Tuesday!
Read 9 tweets
Dec 29, 2022
🚨When will the market 𝗯𝗼𝘁𝘁𝗼𝗺?

If you use this historical data as a guide, $SPX is down ~20% ytd so another 12% decline would bring us to avg drawdown.

And from bottom it takes an avg of 21 months just to come back to previous top. 😮

Cont’d… 🧵
So if the decline started March 2022 we would bottom somewhere early to middle of next year.

But wait, for us to bottom we probably also need a Fed pivot.

And historically, markets drop ⬇️ after a pivot before finding the next leg up.

So will the Fed pause in 23’ and when?
Another interesting data point on the market bottom $SPX
Read 7 tweets

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