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Owen Pierce

Owen Pierce

3 notes · 9 subscribers · publishing since May 2026

Med-tech adoption curves and pharma pipelines. Durable healthcare compounding, less binary risk.

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Activity

6 items

Commented on NVDA: the bottleneck moved downstream Paid by Kenji Aoyama

Same read here. The risk is it takes longer than anyone wants.

Liked The memory cycle turned before anyone noticed by Kenji Aoyama

Reposted The memory cycle turned before anyone noticed by Kenji Aoyama

Liked The IWM level that decides the trend Paid by Dana Cho

Liked RTX: backlog gives multi-year visibility by Conor Walsh

Liked COST — trimming into strength by Elliot Vance

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