What's on your mind?
$Recursion Pharmaceuticals(RXRX.US) Report date: December 13, 2025 Time range: December 6 to December 13, 2025 Report perspective: As long-term investors, we focus on the company's long-term value creation potential, including technological innovation, clinical progress, partnerships and market positioning...
Recursion Pharmaceuticals (RXRX) $Recursion Pharmaceuticals(RXRX.US) In-depth Research Report: From Phenotypic Screening to Vertical Integration—Revaluation After Exscientia Acquisition and the New Paradigm of AI Drug Development 1. Core Investment Thesis and Summary Recursion Pharmaceuticals $Recursion Pharmaceuticals(RXRX.US) is at the most critical turning point in its corporate life cycle...
I don't’ understand why $Meta Platforms(META.US) is down 7%.
They effectively guided Dec revenue up by 3%. The actual mid point was $57.5B vs Street at $57.25. More importantly, the high end of the guide was $59B, which is likely where the revenue will come in for December, that’s where the 3% guide up comes from.That means growth in December will be around 22% compared to 26%. That's the same top line growth in June.Source: Gene Munster