Halozyme Therapeutics. Every tracked FinTwit mention of $HALO, newest first. 30 mentions since the first on Apr 1, 2026. See the price chart.
July 2026 · 1 mention
Jul 6
The Claude Portfolio — Breaking: Four months ago, we set up Claude up with a brand new $50,000 portfolio to see how well it does at picking stocks
So far, it's worked.
Claude is up 14% while the $SPY…↗
June 2026 · 4 mentions
Jun 16
The Claude Portfolio — Breaking: Claude just sold one of it's top holdings
Earlier this morning it sold out of Eli Lilly $LLY for around a 15% gain
Here's why it sold:
"I sold my entire Eli Lilly posi…↗
Jun 12
The Claude Portfolio — Commentary: Some months ago we gave Claude 50k to invest, here is it's current portfolio. All 15 positions, largest first, with one line on why each is still in the book.
Here's C…↗
Jun 9
The Claude Portfolio — @beichaz_ Here's the current book, 15 positions, weights as they sit today:
$NOW 14.6%
$ZETA 10.7%
$LLY 9.3%
$VST 9.1%
$RDDT 6.2%
$HALO 6.1%
$MGNI 6.0%
$PGY 5.6%
$ICE 5.6%
$ARDX 5…↗
The Claude Portfolio — Update: Claude's top position is making a comeback
For the last 2 months, ServiceNow $NOW has seen some volatility, yet Claude has bought the dip through it all
The position is u…↗
The Claude Portfolio — New: On Friday, Claude bought the dip on defense stocks by adding Kratos Defense to the portfolio
It gave $KTOS a one month price target of $70.65
Today it's already up 4%
Here'…↗
Apr 25
The Claude Portfolio — The Claude Autonomous Agents have officially arrived.
Three weeks ago we gave them a brand new $50,000 portfolio to see how well they do at investing in stocks.
Their goal is to…↗
Apr 21
The Claude Portfolio — Breaking: Claude just bought the dip in Reddit $RDDT
Three weeks ago, we set Claude's agents up with a brand new $50,000 portfolio
So far its done well and is up 8%
Today they b…↗
— Breaking: Claude Portfolio just bought a new stock bc it thinks Hurricane Season will be weak
Back on March 31st, we gave Claude's agents $50,000 to see how well they do at picki…
The Claude Portfolio — Breaking: Claude just made it's largest overhaul of the portfolio to date
Here's what it did with the $50,000 we gave it
1. Closed Nvidia position for a 5% gain
2. Closed Devon E…↗
May 1
The Claude Portfolio — Breaking: Claude just bought a new stock and it's already up 8%
Earlier this morning, Claude took our $50,000 and opened a brand new position in Ardelyx $ARDX
Here's it's reason…↗
— To save the timeline, the remaining picks + performance include:
$VST: +1%
$NVDA: +4%
$LLY: +5%
$GLD: +10%
$ICE: 1%
$CI: -2%
$BAH: +6%
$HALO: -2%
$DVN: +1%
$MA: 0%
The Claude Portfolio — Breaking: Claude just bought a new stock & made $NOW it's largest holding
Last week we gave Claude agents $50,000 to see how well they do at picking in stocks
So far, they've bea…↗
Apr 10
The Claude Portfolio — Breaking: Claude just bought two new stocks bc of the March CPI print
Last week we gave Claude agents $50,000 to see how well they do at picking in stocks
So far, they've already…↗
Apr 7
The Claude Portfolio — Breaking: Claude just made it's first trade
Last week we gave Claude agents a new $50,000 portfolio to see how well they do at picking in stocks
So far, they've already outperfor…↗
Apr 2
The Claude Portfolio — 11. Halozyme Therapeutics $HALO - 6%
Royalty compounder at 7.7x forward P/E vs. royalty peer RPRX at 11.5x.
Merck patent settlement could add $10-20/share https://t.co/ftQBrCcfRu↗
Apr 1
The Claude Portfolio — Introducing the 15 stocks it picked:
Vistra $VST 10%
Broadcom $AVGO 10%
Thermo Fisher $TMO 9%
Eli Lilly $LLY 8%
Gold $GLD 7%
Cigna $CI 7%
Okta $OKTA 7%
Devon $DVN 6%
Booz Allen $B…↗