Aug. 14 at 3:13 PM
$PYPL $ALT $WULF $GOOGL PayPal benefits from digital-payment activity, Altimmune remains focused on metabolic and liver-disease therapies, TeraWulf benefits from Bitcoin mining and AI-data-center opportunities, and Alphabet benefits from search, cloud, and AI growth. I'm watching transaction volume, clinical data, power capacity, advertising, and cloud demand.