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February 5, 2024 – MorphoSys AG (SYM: MOR)

Reuters reported Monday that Novartis is in talks to buy the company.
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Happy Friday and TGIF—even if I’ve got a packed day of meetings ahead. Today I wanted to take a break from the chaos and answer some of the thoughtful questions you’ve been sending in over the past few weeks. From tariffs to crypto, from Trump’s drug pricing policy to Warren Buffett’s legacy, there’s a lot to unpack. So I figured, why not close out the week by getting into it all? First, let’s talk about the Arizona crypto reserve—yeah, I think it’s a terrible idea. It’s political grandstanding that risks undermining the U.S. dollar. And speaking of financial stability, the bond market is flashing warnings again. With 10-year yields creeping back toward 4.5%, this market is going to have a hard time pushing higher—especially with deficits that look more like COVID-era stimulus than anything sustainable. We also get into stablecoins (spoiler: I’m not a fan), Trump’s 30–80% drug price cut plan (yes, it’s price controls), and the ripple effects that could cause in the biotech and pharma sectors. But there’s also opportunity here—consolidation is coming, and the smart money will be ready. As for Buffett? The man changed my life. His early Berkshire letters are still the greatest investing lessons I’ve ever read, and I highly recommend them to anyone who wants to master this game. So today is a mixed bag—but a meaningful one. Hope you enjoy the Q&A, and have a great weekend. I’ll be playing Uber driver for my daughter during her AP exams. Real life never stops. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LkVrWXhMMEdDSlFr

Dylan Jovine | Markets, Tariffs, and Buffett: Dylan’s Take on What’s Next

Happy Thursday! We’ve got a big webinar today at 1 o’clock and I couldn’t be more excited. But before that, I wanted to talk about something that's flying under the radar in the AI boom: power semiconductors. Everyone’s talking about Nvidia’s chips and AI data centers—but nobody’s talking about the energy consumption problem or the companies solving it. President Trump’s Middle East trip brought in a jaw-dropping $142 billion in defense and AI chip deals. Nvidia and AMD alone walked away with major wins, supplying thousands of AI chips to Saudi-backed Humain. But here’s the kicker—AI chips use 10x more energy than traditional computing, and that’s creating a massive need for power semiconductors. They’re the unsung heroes making sure these chips don’t burn out or crash the power grid. That’s where this $3 South Korean company comes in. It makes high-efficiency power semiconductors, has $3 per share in cash, and is trading for just about $3.35. It’s already received two takeover offers in the past, and now it’s growing, buying back stock, and getting deep interest from insiders like Howard Marks. I’ve personally bought shares, and I think the upside here is enormous. We’ll be breaking it all down in today’s webinar—how AI’s data demands are shifting the investment map, why this little company is right at the heart of it, and why it could be the most overlooked gem in the AI ecosystem right now. Hope to see you there. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LkFlVzVzenJEMXFN

Dylan Jovine | The $3 Stock Powering the AI Revolution (While No One’s Watching)

Good morning and happy Wednesday. I’m fired up about today’s message because we’ve been watching this tiny South Korean semiconductor company for a while—and now it’s starting to pay off. It’s a $3 stock, makes ultra-efficient power semiconductors, and it’s quietly becoming one of the best bargains in the entire chip sector. And tomorrow, we’re going to dig into it during our live webinar. Here’s why this one’s so exciting: a couple years ago, they got two takeover offers—one from China’s Wise Road Capital—but the U.S. blocked both deals over national security concerns. Since then, this company pivoted hard, replacing U.S. customers with Chinese ones, and now those national security objections are gone. The fundamentals? Rock solid. $200 million+ in annual sales. 25–30% gross margins. Nearly $3 per share in cash. And the stock is still trading around $3.35! Insiders are loading up. Billionaire Howard Marks just bought 2.8 million shares. The company is buying back its own stock. And we’re sitting here watching one of the most mispriced companies in the market. This could be a $10–15 takeover candidate—and we’re still early. So tomorrow’s webinar is a big one. I’ve been waiting patiently while this management team executed their turnaround—and now the table is set. Join us. You’ll want to hear the full story. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LndlWXQtOWpuSkpj

Dylan Jovine | This $3 Semiconductor Stock Could Be a 5X Takeover Target

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February 5, 2024 – MorphoSys AG (SYM: MOR)

Reuters reported Monday that Novartis is in talks to buy the company.
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