Scottish Mortgage Invest... Share Discussion Threads

[stato] 26/4/2024 10:20

‘Real hope’ for cancer cure as personal mRNA vaccine for melanoma trialled
Sky News, Guardian, BBC Radio 4, BBC News, Daily Mail, (07:00, 07:30, 08:00), April 26, 2024

BBC Radio 4 bulletins lead on the world's first personalised vaccine for melanoma, developed by Moderna and MSD. The vaccine, which is in phase 3 trials at University College London, employs mRNA technology and is used in combination with Keytruda. Experts believe this could be a major breakthrough, and could be effective against lung, bladder, and kidney cancers.

[porous lover] 25/4/2024 09:33

Meta hammered in after hours trading down >15%. Microsoft also down. Hope this doesn’t indicate another bubble bursting with a retrace impact here. It’s been a good ride from 650

[quepassa] 23/4/2024 17:18

Spotify .

PLUS 16.5% today.

Recovery continues fast.

Back to circa 2.5% of ScoMo portfolio.

[zam1] 22/4/2024 07:59

Sorry wrong group

[zam1] 22/4/2024 07:58

https://news.uk.cityam.com/story/2157194/content.html

[quepassa] 19/4/2024 14:22

ScoMo takes a new position in TSMC - Taiwan Semiconductor Manufacturing Company.

[zam1] 18/4/2024 19:48

Bought some yesterdayLooks like it has started recovering today following nvidia.NAV £9

[lord loads of lolly] 17/4/2024 11:16

SMT buybacks have been going on for ages. It's just the scale that'll be larger for the next two years.

[wetdream] 17/4/2024 11:09

Where would the share price be if the company weren’t supporting it?

[lord loads of lolly] 16/4/2024 15:27

peetle - I feel your pain!

With hindsight, some of these buybacks are bound to look better than others, as they're being done so frequently.

To be fair though, they did buy some hefty chunks at (currently!) half-decent prices the first week Elliott surfaced as a major holder - i.e.

2,559,132 Ordinary Shares at a price of 814.49p on 15 March
971,452 Ordinary Shares at a price of 830.43p on 18 March
989,170 Ordinary Shares at a price of 824.80p on 19 March
817,862 Ordinary Shares at a price of 840.49p on 20 March

Their subsequent transactions look less inspired for the time being. But hopefully they'll be buying in greater volume again now the share price has weakened, to average down overall.

[peetle] 16/4/2024 15:00

Looks like their timing of these buybacks is as good as mine..

[quepassa] 11/4/2024 08:13

A record on this bulletin board surely.


Now FIFTEEN upvotes for bmel's 3506

[hazl] 08/4/2024 16:31

Anyway pleased with here today and ADT1.

[hazl] 08/4/2024 16:31

But did you buy any Que?

You haven't told us that!

[quepassa] 05/4/2024 17:46

not many posters receive 8 upvotes.

Well done, bmel!

You clearly struck a chord with the enlightened.


You are right to give short shrift to the luddites and flat-earthers. Completely out of touch with the recent advancements and innovations in semi-conductors.



On the AI front,

ROOT has surged another 15% today to $81.

Astonishing.

Now a ten-bagger in the short six weeks since their results and announcements.

....nice.


all imo. dyor.
qp

[bmel] 05/4/2024 13:57

Loganair

You make clear that you know nothing about:

- Nvidia and the technologies in which it is involved
- Artificial Intelligence
- the range of applications in which AI is being deployed (chatbots - really !!!!)
- the range of very large, and very smart, companies that are investing substantial
money in AI because they see business benefits

I leave you to wallow in your ignorance, bemused that you are on a chat board for a tech-centric Trust like SMT in a period where AI is at the core of an emerging technological revolution.

Have a good day

[hazl] 05/4/2024 12:40

Anyway back to Scottish Mortgage.
Down because of the drops in the Dow last night in America I expect.


But in the premarket Dow and Nasdaq looking better for this afternoon.

[hazl] 05/4/2024 12:38

Look at MTRO they have tried their best to squash that, yet it has the best reviews, customers love it.

But leaders don't.

[hazl] 05/4/2024 12:36

You'll be lucky!

It's going the opposite way.
Likely to be just central banks in the future is my best guess, once CBDCs come in.

[loganair] 05/4/2024 12:23

Cora for NatWest, every single question and I mean every single question I ask of it the reply is always phone or go into branch to answer my question or sort my problem out.

What desperately needs to happen in the UK is to return to small local call centres as how does somebody in Glasgow or Birmingham know about what is happening in the Isle of Wight or Bath etc.

[lord loads of lolly] 05/4/2024 12:11

loganair - I think AI does have its uses & will revolutionise certain sectors.

However currently, I totally agree with you that it's not fit for purpose as a human chatbot replacement. Invariably, in my experience, the AI bot just tells you what you already know & can never resolve the problem you contacted it about.

Where there's an option to chat to a human, I invariably end up having to use that. Which makes the AI bot a pointless waste of time & money.

[loganair] 05/4/2024 11:06

Nvidia doesn't actually make anything and all I'm ever hearing is the current share price is well over hyped and at some time in the future likely to fall in a similar way to Tesla.

More and more I'm having to conduct dealing with businesses via AI and almost every time in the end I need to get hold of a real person to chat with to sort out the problems that the AI has caused.

I have absolutely no faith, ZERO faith what so ever in using AI.