My name is James, and this is my personal blog about finances, the stock market, and investments. This blog is for me to document, learn and improve as an investor. Think of it as a diary or an investing journal.
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Disclaimer: I am not a financial advisor. Take anything I say for entertainment purposes only.
Latest from the Blog
6 Things to Understand About Moderna’s Melanoma mRNA Vaccine
1. This is an Operating System, Not a Pill: mRNA-4157 (Intismeran autogene) is not a generalized product you pull off a shelf. It is an algorithmic manufacturing pipeline. Moderna and Merck ingest raw, unstructured local data (a patient’s tumor sample), run it through a massively parallel sequencing workflow, and output a customized synthetic mRNA sequence…
Why Vertex is the Nvidia of Life Sciences
When the market looks at large-cap biopharma, it sees two uninspiring archetypes: bloated, debt-heavy legacy conglomerates milking aging blockbusters, or single-theme obesity plays trading at nosebleed valuations. What the market fundamentally misprices in Vertex Pharmaceuticals (VRTX) is the biological equivalent of Nvidia’s CUDA ecosystem. Years ago, Nvidia was dismissed as a high-margin PC graphics chipmaker,…
Zoom: The “Anti-Fragile” Asymmetrical Bet?
“The IT department of every company is going to be the HR department of AI agents in the future. Those digital employees are going to work with our biological ones, and that’s going to be the shape of our company in the future.” — Jensen Huang, CEO of NVIDIA (CES 2026) If the Godfather of…
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