Current situation:
1. Stock market futures are down -15% in 3 days like we are in a depression
2. Oil prices are trading below $60 like demand has collapsed
3. Gold prices are down $180 in 2 sessions like there's a flight to cash
4. Bond prices are skyrocketing like the economy has halted
5. The Magnificent 7 Index is down -35% like AI hype is over
6. Sentiment is down to March 2020 levels like we are entering a lockdown
This is a mass flight to the sidelines.
$HIMS won’t fix this overnight -- but the path forward is clear if @AndrewDudum willing to take the following steps:
• Shift GLP-1s to 503B to eliminate regulatory risk
• Disclose safety protocols & bring in third-party medical oversight
• Pause aggressive GLP-1 marketing until controls are in place
• Reopen pharma partnerships to rebuild institutional trust
• Reframe the brand around trust & clinical legitimacy -- not speed
I may buy more $OSCR soon.
Despite the recent 40% surge in the last 6 months, it’s just up 4% in the last twelve months.
- Still 58% lower than IPO price.
- Earnings will grow 600% this year.
- Trading at 9 times 2027 earnings.
We are still very early.
Only 7 stocks fit these criteria:
Index: NASDAQ
Revenue Growth > 20%
EV/Sales < 10x
Here they are 👇🧵
1. Micron Technology | $MU
Revenue Growth: 71.1%
EV/Sales: 4.3x