d☯︎h

Investor/Golf Addict/Formula 1 Enthusiast

[David A Steinberg @dsteinberg10000]

“Bringing together containerized architecture and AI in the context of marketing will transform this industry.” - Alex Karp, co-founder and CEO of Palantir Technologies

Today we announced that the biggest deal in @ZetaGlobal history. @PalantirTech and Zeta Global are partnering to create the next generation of of artificial intelligence infrastructure to power enterprise technology stacks. As part of this partnership, we are rearchitecting Zeta's Data Cloud on Palantir’s Foundry, with Athena by Zeta™ at the core, creating a joint go to market strategy to all of their and our enterprise customers.

This is a major milestone for both companies and I am so proud of the team for the hard work that got us to today. $zeta
LG 🚀🚀🚀

Read more here:

https://t.co/vsY6ZEVEF1

[The Long Investor @TheLongInvest]

$ZETA - HAPPY GOLDEN CROSS DAY -

Buy at $20
Wave 3 target is $66.

[Ondas Inc. @OndasHoldings]

Autonomy at First Contact

Discover how Ondas is bringing together combat-proven autonomous systems, AI-powered command and control, and integrated multi-domain solutions to protect people, strengthen missions, and redefine the first line of contact. $ONDS

[T1 LoL @T1LoL]

The Jensen Huang Buff is real!🤩

T1 BASE CAMP 홍대점에 깜짝 방문을 해주신 NVIDIA의 젠슨황 CEO님과 T1 LoL 선수단의 만남이 성사되었습니다!
오늘의 만남을 원동력으로, 다가오는 경기에서 완벽한 경기력을 보여드리도록 하겠습니다.

The T1 LoL team was able to meet with NVIDIA’s CEO Jensen Huang during his surprise visit to T1 BASE CAMP Hongdae to celebrate @RiotGames coming to @NVIDIARTXSpark . 

Fueled by this amazing energy, we’ll bring our best to the upcoming matches!

@NVIDIAGeForce #TogetherAs1

[SpaceX @SpaceX]

SpaceX is the only company building the infrastructure of the future across space, connectivity, and AI → https://t.co/PSCyWrNsOg

[Invest with AC @investingwithac]

$OSCR

‘Company’s like ours with the technology, we think we are ahead of the group’

‘We are gonna show you how it all is gonna happen’

[SpaceX @SpaceX]

Watch Starship's twelfth flight test https://t.co/wxna6dy4Lh

[IPO Newsroom @IPONewsroom_]

SPACEX IS GOING PUBLIC NEXT MONTH

Per Reuters:

- Listing venue: Nasdaq
- Ticker: $SPCX
- Pricing: As early as June 11
- First day of trading: June 12

One of the most anticipated IPOs in years is now four weeks away.

[Elon Musk @elonmusk]

Starship launch next week!

[Just Buy Moats @JustBuyMoats]

$OSCR is currently operating in only 20 out of 50 U.S. states.

Let that sink in.

Room to grow? Absolutely enormous.

[Oscar Health @OscarHealth]

Here are a few highlights from Oscar Health's latest earnings call, as reported this morning.

👉 Total Revenue: Increased to approximately $4.6B, up 53% year-over-year

👉 Earnings from Operations: $704M, up ~2.5X year-over-year

We also saw solid member growth. As of March 31st, we served ~3.2 million members, an increase of 56% over the same time last year.

Check out highlights from the quarter.

[Oscar Health @OscarHealth]

Oscar Health just reported our first quarter 2026 results, announcing significant year-over-year improvements across our core metrics.

Our innovative technology, affordable products, and superior experience continue to fuel strong growth and retention.

We’re reaffirming our full year 2026 outlook across all metrics and are on track to significantly expand margins and achieve meaningful profitability in 2026.

As Oscar Health CEO Mark Bertolini notes:

“Consumers expect to shop for healthcare like everyday products – on choice, price, and value. Oscar’s exceptional technology, lifestyle products, and member experience deliver exactly that. The workforce is shifting, the individual market is resilient, and Oscar is leading the transition to a consumer-driven health economy.”

[d☯︎h @Fire_Ox_4]

$OSCR

[Lucie Health @Lucie_Health]

The healthcare market is shifting.

115 million people in small group and middle market. 30 million gig workers. A total market approaching 200 million lives.

That’s the opportunity in front of brokers right now.

Oscar Health CEO Mark Bertolini (@mtbert) explains why the current model is broken, what ICHRA really means for brokers, and how Lucie is building the marketplace that puts brokers at the center of it all.

[Mark T. Bertolini @mtbert]

At Oscar we have a new agent named Oswell. Os allows you to import your med record, query for help on approaches, best doctors including estimates of out-of-pocket costs. Os also helps your doctor understand the criteria to get auths real time. Os is being tested now and will roll out first to our members and then to Lucie. Consumer-driven health is on its way to you!

[NUCLR GOLF @NUCLRGOLF]

🚨🌹🏎️ JUST IN — Justin Rose has officially signed with McLaren Golf, becoming the first ambassador for the brand after working with the company on development for 2 years. Rose will play McLaren golf clubs and the partnership will begin this week in Miami.

[d☯︎h @Fire_Ox_4]

$OSCR GREEN IN A SEA OF RED

[d☯︎h @Fire_Ox_4]

@Fibonacci_TA Almost to $18, flow seems skewed.

[Hims House @himshouse]

J.P. MORGAN INITIATES $HIMS

PRICE TARGET: $35
RATING: OVERWEIGHT

"We think the recent Novo partnership could mark a turning point, removing a significant legal overhang and positioning HIMS as a platform that offers branded, generic, and compounded products"

"HIMS recently announced that it’s on track for 100k+ monthly Wegovy prescriptions. We estimate this implies a ~$350–400M annual revenue run-rate and compares to ~250k GLP-1 subscribers pre-Novo."

"We think HIMS’ weight loss specialty can still grow this year, and we expect branded and compounded contribution dollars to be similar."

"Peptide legalization expands TAM… Consumer interest in peptides has surged in recent years, and we believe HIMS is well positioned to be an early mover given its ownership of US peptide manufacturing and compounding facilities."

"We believe peptides, which pharma cannot patent, have the potential to be a meaningful new specialty and source of upside to our model in 2027+."

h/t @DustinHuntwn

[Oscar Health @OscarHealth]

For too long, American healthcare has been rigid, opaque, and disconnected.

Today, Oscar Health is changing that with the launch of @Lucie_Health Marketplace, the first all-in-one storefront that begins to change how America shops for healthcare.

Lucie’s healthcare storefront integrates all major individual medical carriers with trusted ancillary and supplemental leaders.

Consumers choose from a wide range of health products and price points: medical, dental, vision, accident, hospital care, and more.

Employers can offer great benefits at low and predictable costs. And brokers can grow their business and upgrade the healthcare experience

As our CEO Mark Bertolini puts it:

"Lucie can serve millions of entrepreneurs, full- and part-time employees, gig workers, and early retirees. Instead of being forced into a few rigid employer plans, you build your own custom bundle of affordable products for better financial protection. Your health plan. Your pharmacy coverage. Your dental plan. We are putting consumers in control so they can buy what fits their lives."

Consumers buy cars, homes, and everyday products with transparency and choice. Healthcare is next.

Learn more at https://t.co/49K1nu47k7.

[Serenity @aleabitoreddit]

This announcement is the most bullish catalyst for $HIMS revenue re-acceleration to date.

This is amid:
- 30%+ of the float sold short
- new $NVO partnership/lawsuit dropped
- new global acquisitions
- recovering macro climate.

The share price is still $25, down from $70 last year.

Short sellers are likely in trouble:

$HIMS can capture market share at the ~70%-80% gross margins typical of their compounded products for the holy grail of the "Grey Market" TAM for peptides.

- EG. Healing: BPC-157 and Thymosin beta-4
- Hair & Skin: GHK-Cu
- Weight Loss & Muscle: MOTS-c and Ibutamoren

And now they're probably the world's largest independent DTC distribution network to date from their new acquisitions...

So just running a peptide protocol subscription between $150 to $300, for 200k subscribers is $360M+ in high-margin ARR.

As just one example, but now they have a worldwide net of customers.

They burned through capex last year to acquire peptide manufacturing facilities too... so now that's turned into a massive cash-cow business.

I said $HIMS would need fundamental changes in order to force shorts to cover, and this is probably that signal as seen with market data.

And $HIMS is turning into a fundamentally sound company after regulatory de-risking.