Hypecheck

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Long: $ENHA, $KWEB, $KSTR

[Hypecheck @HypeCheck]

Enhanced Group $ENHA is up over 30% so far this morning:

I hope you are added when it was under $3…

This is just the start 📈👀

[Hypecheck @HypeCheck]

$KWEB is just getting started 🍿

Hope you listened :)

[PeloSwing🎯👸🏻 @PeloSwing]

$KWEB Call Flow is INSANE today!

Over $6.5M on the September 18 contracts!

[Hypecheck @HypeCheck]

Adding $KSTR on this dip.

Happy $KWEB is finally in the green.

Trust me China is just getting started 🚀

[Hypecheck @HypeCheck]

My second public investment = China.

Just took a large position in $KWEB @ $27.05 and $KSTR @ $26.09.

Part 1. The China Tech Re-Rating:

Chinese tech has been left for dead. But I believe the sentiment will change soon...

- policy support returning
- easing regulatory pressure
- companies refocusing on profitability and creativity

Global capital flow will come back in.

Part 2. Why $KWEB & $KSTR?

$KWEB is...

- The Chinese internet leaders
- beaten-down valuations
- strong cash flows

Key holdings:

Alibaba Group, Tencent, JD, Meituan, Baidu

$KSTR is...

- Higher upside, higher volatility

Key holdings:

PDD Holdings, NetEase, Bilibili, KE Holdings

My thought process is...

$KWEB = foundation (70%)
$KSTR = acceleration (30%)

Part 3. The Thesis:

The world can’t ignore China forever.

(AI, e-commerce, fintech, cloud)

Expect a re-rating soon.

Part 4. Conclusion:

When everyone says sell. It's a buy.

Staying long 📈👀

[Hypecheck @HypeCheck]

Enhanced Group $ENHA is up 10% so far today:

The Enhanced Games numbers were officially released and they are insane…

- 1B+ people engaged worldwide
- 4M+ live views
- 1M+ hours of live competition watched
- 1.9M live viewers by Twitch streamers

(Official subscription numbers are also rumored to be releasing as early as this week)

I hope you listened…

This is just the start $ENHA 📈

[Hypecheck @HypeCheck]

Enhanced Group $ENHA position update:

The stock crashed over 50% since their first event.

Why? Simple answer FUD and the general public not understanding what the company is all about.

Enhanced mission is NOT to break world records, while that's of course a plus...

In reality the core mission is to help athletes and people in general get back to their prime and/or reach their potential that wouldn't be possible without FDA approved 'enhancements'.

With the 'actual' core mission spelled out let's break down some stats:

- One world record broken (not the actual mission but great for marketing)

- 22 personal bests were broken, most by athletes that were YEARS out of competition and would have never been able to perform at such a high level naturally.

Which clearly shows that the event was actually a success despite what the media will say.

Future outlook:

In the coming days (as per @C_Angermayer) we will have a much better picture on where the Enhanced group stands financially...

- Subscription+ Sponsorship + Viewership numbers.

What you should be looking for is strong numbers for all three while keeping in mind you are betting on the future.

Conclusion:

At now a whopping $250M market cap. I have added to my position (now 75% full) and will be waiting to close out my last 25% after numbers are released.

This is a clear buying opportunity. Buy when there's blood in the streets. Buy when people are fearful.

Lastly today they announced a $10M prize for any sprinter who breaks Usain Bolt's 9.58 second world record in the 100m dash at the 2027 Enhanced Games.

Money is clearly not a issue.

Stay long 📈👀

[Hypecheck @HypeCheck]

It’s simple, stay long $ENHA 📈👀

[Christian Angermayer @C_Angermayer]

“Virtue is a mean between two vices, one of excess and one of deficiency.”
- Aristotle, Nicomachean Ethics

It is actually fascinating to watch how the @enhanced_games are being attacked from both ends of the spectrum.

On one side, we have the traditional sports establishment - the IOC, legacy governing bodies, and others - or, with respect to performance-enhancing drugs (PEDs), what I would call the ���promoters of deficiency.”

They continuously branded the Enhanced Games as “dangerous” and even claimed that “people will die.”

In Germany, we have a saying: “Don’t ask the frogs if you want to drain the swamp. Of course they croak.”

And of course, the inaugural Games decisively debunked that narrative.

Nobody died. Obviously.

Quite the opposite: The clinical data indicates that many of the Enhanced athletes are in the healthiest physical and mental condition of their lives.

More importantly, the data shows that a significant part of the performance-enhancing effect comes not from creating “superhumans,” but from repairing and reversing the damage caused by elite sport itself.

In short: PEDs, when done right and under medical supervision, work - and are very good for you.

Now, interestingly, the Enhanced Games are also getting attacked from the other side - from people who want no regulation at all, expected a circus of chemically enhanced “freaks” instantly shattering every world record at the very first event, and who wanted to see “excess.”

Those people fundamentally misunderstand the concept as well.

The Enhanced Games advocate for the responsible, medically supervised use of performance-enhancing therapies.

These substances are not magic bullets. They do not transform an average athlete into a world-record holder overnight.

What they do is far more profound:

They help people become the best versions of themselves.

If you are already one of the best swimmers in the world, like Kristian Gkolomeev, the best version of yourself may indeed become a world-record holder.

If you are an athlete in your 30s, PEDs can bring you back to the best version of yourself from your 20s - and beyond.

In the case of Megan Romano, the best version of herself at 35 (!) outperformed her 22-year-old self.

Or take Emily Barclay: a few weeks of enhanced training elevated her from collegiate-level competition to Olympic-medal-caliber performance.

Or take Cody Miller, who at the age of 34 won both the 50-meter and 100-meter breaststroke events while beating personal bests he had set years ago.

In total, at the inaugural Enhanced Games 21 personal bests were broken by 13 athletes, most of them over the age of 30. Several athletes set two personal bests in a single night.

This level of frequency and consistency is simply unheard of in elite sport.

That’s the power of PEDs.

And that is precisely the promise of ENHA’s telehealth business for all customers.

Enhanced Group is building a platform designed to help EVERYONE improve performance, recovery, longevity, confidence, health, and quality of life - responsibly, medically, and scientifically.

And we will continue building while simultaneously educating both extreme sides of the debate.

In fact, we love our critics.

Because every controversy drives attention. Every attack increases awareness. And in today’s world, attention and brand recognition are among the most valuable assets a company can possess.

Just look at the numbers $ENHA released today:
• 4,000 earned media articles published across outlets with a combined 16.7 billion unique visitors monthly (UVM) in 2026
• Press coverage reached a crescendo during Games weekend, with 59% of total UVM (9.85 billion) occurring in the four days surrounding the Games
• Broadcast news coverage generated additional reach to 932 million people worldwide

And those figures do NOT yet include the massive social media reach. Those numbers will be disclosed next week. Stay tuned.

I believe all of that attention will monetize into future sports revenues. We are getting inbound interest left and right from new sponsors, partners, and athletes.

And I believe it will monetize into telehealth revenues as well.

To put the value of the free attention generated by the “crazy fringes” into perspective: $HIMS spent almost $700 million on marketing in 2024 alone.

Over time, I believe we can achieve comparable growth trajectories with only a fraction of that spending - because the Enhanced Games generate extraordinary amounts of organic global attention, as today’s news demonstrates.

A heartfelt thank you to all the crazies. Keep croaking.

[Hypecheck @HypeCheck]

@mikealfred Welcome to the team 🚀

For anyone interested in a breakdown.
https://t.co/OqdbZrtDSc

[Hypecheck @HypeCheck]

Back after three year making my first public investment.

Just took a large position in $ENHA at $2.95.

Part 1. The Enhanced Games:

The Enhanced games are misunderstood...

This weekends event in LAs Vegas did NOT FAIL and it only reinvigorated my excitement for the sport.

Most of the athletes made PRs years after being in competition at a much older age.

That's the real thesis behind the Enhanced Games not breaking world records it's...

Older athletes using safe protocol's to perform like they are back in their early 20s.

Furthermore just imagine if they would get approval to host a MMA event. Obviously that would be a massive hurdle to overcome but the potential is there.

For example Dana White's Power Slap is approved 🤷‍♂️

Part 2. Live Enhanced.

The company’s main business model is Telehealth.

$Hims for hair and weight loss.

$ENHA for strength and longevity.

- high gross margins,
- recurring subscription revenue

The trends are there with peptides, TRT, etc

Young and old want their health optimized.

After watching last week's event I am confident that the Enhanced Games and Live Enhanced have a bright future.

Part 3. Conclusion.

The media got ENHA all wrong and the future is extremely bright for the company.

Stay long 📈👀

[Hypecheck @HypeCheck]

@matrixtrade That's the exact bull thesis here.

A safe and trusted source for drugs.

🎯

[Hypecheck @HypeCheck]

Back after three year making my first public investment.

Just took a large position in $ENHA at $2.95.

Part 1. The Enhanced Games:

The Enhanced games are misunderstood...

This weekends event in LAs Vegas did NOT FAIL and it only reinvigorated my excitement for the sport.

Most of the athletes made PRs years after being in competition at a much older age.

That's the real thesis behind the Enhanced Games not breaking world records it's...

Older athletes using safe protocol's to perform like they are back in their early 20s.

Furthermore just imagine if they would get approval to host a MMA event. Obviously that would be a massive hurdle to overcome but the potential is there.

For example Dana White's Power Slap is approved 🤷‍♂️

Part 2. Live Enhanced.

The company’s main business model is Telehealth.

$Hims for hair and weight loss.

$ENHA for strength and longevity.

- high gross margins,
- recurring subscription revenue

The trends are there with peptides, TRT, etc

Young and old want their health optimized.

After watching last week's event I am confident that the Enhanced Games and Live Enhanced have a bright future.

Part 3. Conclusion.

The media got ENHA all wrong and the future is extremely bright for the company.

Stay long 📈👀

[Hypecheck @HypeCheck]

@RetailInve87233 At least you admitted it's a good swing!

Progress has been made 😅

[Hypecheck @HypeCheck]

The Enhanced Group $ENHA is back over $3 in after hours trading.

Obvious overreaction to fake news.

I hope you bought the dip...😅

[Hypecheck @HypeCheck]

Enhanced Group $ENHA position update:

The stock crashed over 50% since their first event.

Why? Simple answer FUD and the general public not understanding what the company is all about.

Enhanced mission is NOT to break world records, while that's of course a plus...

In reality the core mission is to help athletes and people in general get back to their prime and/or reach their potential that wouldn't be possible without FDA approved 'enhancements'.

With the 'actual' core mission spelled out let's break down some stats:

- One world record broken (not the actual mission but great for marketing)

- 22 personal bests were broken, most by athletes that were YEARS out of competition and would have never been able to perform at such a high level naturally.

Which clearly shows that the event was actually a success despite what the media will say.

Future outlook:

In the coming days (as per @C_Angermayer) we will have a much better picture on where the Enhanced group stands financially...

- Subscription+ Sponsorship + Viewership numbers.

What you should be looking for is strong numbers for all three while keeping in mind you are betting on the future.

Conclusion:

At now a whopping $250M market cap. I have added to my position (now 75% full) and will be waiting to close out my last 25% after numbers are released.

This is a clear buying opportunity. Buy when there's blood in the streets. Buy when people are fearful.

Lastly today they announced a $10M prize for any sprinter who breaks Usain Bolt's 9.58 second world record in the 100m dash at the 2027 Enhanced Games.

Money is clearly not a issue.

Stay long 📈👀

[Hypecheck @HypeCheck]

@MagnusSigurdss let's ride 👌

[Hypecheck @HypeCheck]

@SueWallSt FUD on today's 20% dip.

I agree that $14 the company was overvalued.

At a $250M market cap it's a steal imo

[Hypecheck @HypeCheck]

Enhanced Group $ENHA position update:

The stock crashed over 50% since their first event.

Why? Simple answer FUD and the general public not understanding what the company is all about.

Enhanced mission is NOT to break world records, while that's of course a plus...

In reality the core mission is to help athletes and people in general get back to their prime and/or reach their potential that wouldn't be possible without FDA approved 'enhancements'.

With the 'actual' core mission spelled out let's break down some stats:

- One world record broken (not the actual mission but great for marketing)

- 22 personal bests were broken, most by athletes that were YEARS out of competition and would have never been able to perform at such a high level naturally.

Which clearly shows that the event was actually a success despite what the media will say.

Future outlook:

In the coming days (as per @C_Angermayer) we will have a much better picture on where the Enhanced group stands financially...

- Subscription+ Sponsorship + Viewership numbers.

What you should be looking for is strong numbers for all three while keeping in mind you are betting on the future.

Conclusion:

At now a whopping $250M market cap. I have added to my position (now 75% full) and will be waiting to close out my last 25% after numbers are released.

This is a clear buying opportunity. Buy when there's blood in the streets. Buy when people are fearful.

Lastly today they announced a $10M prize for any sprinter who breaks Usain Bolt's 9.58 second world record in the 100m dash at the 2027 Enhanced Games.

Money is clearly not a issue.

Stay long 📈👀

[Hypecheck @HypeCheck]

Back after three year making my first public investment.

Just took a large position in $ENHA at $2.95.

Part 1. The Enhanced Games:

The Enhanced games are misunderstood...

This weekends event in LAs Vegas did NOT FAIL and it only reinvigorated my excitement for the sport.

Most of the athletes made PRs years after being in competition at a much older age.

That's the real thesis behind the Enhanced Games not breaking world records it's...

Older athletes using safe protocol's to perform like they are back in their early 20s.

Furthermore just imagine if they would get approval to host a MMA event. Obviously that would be a massive hurdle to overcome but the potential is there.

For example Dana White's Power Slap is approved 🤷‍♂️

Part 2. Live Enhanced.

The company’s main business model is Telehealth.

$Hims for hair and weight loss.

$ENHA for strength and longevity.

- high gross margins,
- recurring subscription revenue

The trends are there with peptides, TRT, etc

Young and old want their health optimized.

After watching last week's event I am confident that the Enhanced Games and Live Enhanced have a bright future.

Part 3. Conclusion.

The media got ENHA all wrong and the future is extremely bright for the company.

Stay long 📈👀

[Hypecheck @HypeCheck]

@ChunkOfTheStars Yup. But with sponsorships it can also be a cash cow!

Telehealth is definitely the juice.

[Hypecheck @HypeCheck]

@RetailInve87233 If that's the case why not raise way more money lol

[Hypecheck @HypeCheck]

Have you ever privately invested (I have)? Not a diss in any way.

Those terms are not uncommon.

If insiders wanted out, they wouldn’t be putting MORE money in.

That's a fair deal imo...

Provide capital now, get some liquidity earlier.

That’s very different from insiders rushing for the exits.

Why can't you view this as insiders putting in more money while also getting to take some off the table.

Otherwise they wouldn’t double down at all.

I believe that $1.2B was a bit too aggressive but at ~$250M that's a steal.

[Hypecheck @HypeCheck]

@RetailInve87233 That's not even remotely accurate. Where are you getting this info?

Happy to discuss further once you give proof.

[Hypecheck @HypeCheck]

@MacGillivrayCPA 🎯

[Hypecheck @HypeCheck]

@bro_abra FUD was poster earlier today (tweet now deleted) that they are running out of money.

Standard SEC filings misinterpreted for clickbait.

[Hypecheck @HypeCheck]

@C_Angermayer @profayle 🍿🍿