Recursion Pharmaceuticals

$Recursion Pharmaceuticals(RXRX.US) always reminds me of the 'little rocket' from back in the day. It's been consolidating around $3 for a while now—is a reversal finally here?

$XTALPI(02228.HK) seems like the market today is trying to ride the coattails, as $Recursion Pharmaceuticals(RXRX.US) already did last night. Let's wait and see. Overall, looking at the 'big toy' company that just listed on the A-share market yesterday, there's little reason for optimism. I hope the A-shares can stage a big rally soon to rescue consumer spending.

I originally hoped Qingtai could spin a compelling narrative in these areas, but it appears management may be constrained by contracts and unable to do so. Ultimately, their position in the ecosystem is simply too peripheral.

Looking at that 'big toy' company listing on the A-shares yesterday, all I can do is sigh. Capital is finite; once it flows into the 'big toys,' it won't be available for other ventures like Changsheng Bulao.

$Recursion Pharmaceuticals(RXRX.US) $Robinhood(HOOD.US) The market seems to be correcting the prices of these two stocks. It's just a bit late. The call options are most likely going to be sacrificed. But in the long run, I still maintain my optimistic long-term view on them.

$Rocket Lab(RKLB.US)Hahaha Right now, all my US stock holdings are rising today. Hahaha

$Recursion Pharmaceuticals(RXRX.US) If, and I mean if, if the market completes its bottoming out because of this earnings report, then a possible narrative path could be: the fear that "this company might go under, and run out of money before achieving results" is dispelled or alleviated by "cost control." Then the market's possible interpretation narrative might become: is there a chance things will get better tomorrow? One thing is for sure, this is a high-beta investment similar to a primary market investment;

Watching the AI supply chain soar to the sky, saying I'm not envious is definitely a lie. I started scaling up my layout in AI applications a year ago, from Tesla, to Jingtai, to RXRX, but the capital market seems to think applications are all unreliable, with cash flow not picking up. However, the massive price increase across the entire industry chain, driven by the supply-demand imbalance due to LLM demand, has sent these stocks soaring. But in reality, the capacity expansion of these supply chain companies hasn't been that significant; more of the gains come from price increases. Similar to a 10% oil shortage possibly causing a 150% price increase, not just 10%.

Bitter, astringent, and now here comes another one........intel $Intel(INTC.US) 

But I can only tell myself to keep enduring.

$XTALPI(02228.HK)$Tesla(TSLA.US)$Recursion Pharmaceuticals(RXRX.US)

$XTALPI(02228.HK) Shout out, work hard to make money. Agent immediately switches to investment manager mode. Click click click, starts assembling various stock trading tools.

I prefer two types of investments:

1. Large-cap turnaround stocks (blue-chip stocks), buy when the prince is in trouble, for example: last year's $Alphabet - C(GOOG.US) is considered this type.

2. Small-cap growth stocks with growth potential. I've suffered losses in recent years ( $Li-Cycle(LICY.US) went to zero), for example: $Tesla(TSLA.US) around 2015 should belong to this type, or this year's $Recursion Pharmaceuticals(RXRX.US).

In recent years, I've mainly focused on the first type. I invest very little in the second type and am always prepared for it to go to zero. Just choose your investment portfolio according to your own risk preference. 🤔

Not investment advice!

$Robinhood(HOOD.US)$Recursion Pharmaceuticals(RXRX.US)$Netflix(NFLX.US)Don't panic, since you're in, just be patient.

In the blink of an eye, hope is just around the corner.

$Recursion Pharmaceuticals(RXRX.US) is going to have tough times ahead.