$TMO

3 theses
bullish 33%neutral 0%bearish 67%
Avg return (1y)
Win rate (1y)
(0 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 8, 4:31 PM ET
$TMOSEC Form 4bearish
Sold 11,440 @ $613.12 avg · $7,014,093 · 2026-08-19

Form 4: Britt Lisa P. sold TMO

Britt Lisa P. (Sr. VP and Chief HR Officer at THERMO FISHER SCIENTIFIC INC.) reported an open-market sale of 11,440 shares of TMO at an average $613.12, roughly $7,014,093, in a Form 4 filed 2026-08-20.

At post $627.55Now $603.02-3.9% since postedas of Sep 8, 4:31 PM ET
1d+0.3%
3d+0.3%
1w+0.5%
1m
3m
6m
1y
View filing on SEC.gov →
$TMOr/ValueInvestingIndustry/Sectorbullish
u/Sylentwolf8 · 33d ago3 prior · awaiting results

The Chinese State 5-Year Plan - Who will profit?

China's 2026-2030 state investment in biomanufacturing will drive demand for high-end precision equipment and QA validation tools. Thermo Fisher's gold-standard chromatography resins, membranes, and mass spectrometers have high regulatory switching costs that Chinese producers cannot easily undercut, positioning TMO to profit from China's biotech infrastructure buildout without competing on commodity prices.

At post $594.00Now $603.02+1.5% since postedas of Sep 8, 4:31 PM ET
original post →
$TMOr/wallstreetbetsDDbearish
u/DealerOk4741 · 93d agono track record yet
Long TMO $430P exp Jul 17

TMO impending fraud scandal

Fraud detector Sholto David has found fraudulent antibody validation images in TMO's catalog and is investigating further. A Nature news story has already surfaced, and larger revelations are expected to damage the stock price.

At post $469.16Now $603.02+28.5% since postedas of Sep 8, 4:31 PM ET
1d+5.2%
3d+1.3%
1w+0.9%
1m+8.7%
3m+30.8%
6m
1y
original post →

End of results.