KΞlso

Crypto, real estate, hospitality business, stocks : $KRKNF $HIMS $NBIS $GTT $DIM $RKLB

[KΞlso @Kelsotopia]

$te is on fire this quarter

[T1 Energy @T1Energy]

AI. Manufacturing. Electrification. All of it starts with power.

Today's announcement expands T1 into designing, delivering, installing and operating utility-scale battery energy storage systems, adding decades of expertise in engineering, energy infra, software, and project deployment.

Generation + Storage. That's how America scales.

https://t.co/bNxRSEmF0g

[KΞlso @Kelsotopia]

Et mon PEA a choisi nebius

[Emmanuel Macron @EmmanuelMacron]

Nebius choisit la France.

L’acteur du Cloud IA dévoile un projet de plus de 8 milliards d’euros d’investissement pour déployer des infrastructures et des services de cloud, avec une capacité cible de 240 MW, positionnant le site parmi les plus puissants du continent.

Bedankt!

[KΞlso @Kelsotopia]

@analystecurieux Pensée à ma grand mère qui avait 1300 actions qu'on lui a fait vendre 🙃

[Anp🅰️nman @spacanpanman]

$TE: 🚨SITUATIONAL AWARENESS PURCHASES 10M SHARES OR 3.6% OF T1 ENERGY IN Q1. T1 ENERGY IS NOW SITUATIONAL'S 10TH LARGEST POSITION OUT OF 26 HOLDINGS.

Situational Awareness LP is an AI-focused hedge fund founded by Leopold Aschenbrenner, the former OpenAI Superalignment researcher who wrote the viral 2024 essay “Situational Awareness: The Decade Ahead.”

Its core thesis is not simply “buy AI software winners.” It is more like: AGI/AI scaling will create enormous bottlenecks in compute, power, data centers, semiconductors, networking/optics, storage, and energy infrastructure — and the best public-market opportunities may be in those bottleneck suppliers.

The WSJ described the strategy as betting on global stocks that benefit from AI development, including semiconductor, infrastructure and power companies, plus some private AI investments such as Anthropic.

[KΞlso @Kelsotopia]

@TrungDu45221236 @MMatters22596 Tesla is already priced like they will successfully dominate the EV world, xpev is priced like they will fail, way better rr on xpev

[KΞlso @Kelsotopia]

@FlasheurInvest Troisième plus gros bag derrière nbis et hims pour ma part, leur achat récent de covelya group les font passer dans une autre dimension imo

[KΞlso @Kelsotopia]

@James6Rv01 Honestly no, mispriced because it's a Chinese company, besides their humanoid robot component is overlooked imo

[KΞlso @Kelsotopia]

@Div_Croissant Ça c'est clair 😆

[Hims House @himshouse]

$HIMS $LLY $NVO

🚨 J.P. MORGAN ESTIMATES THE U.S. GLP-1 CASH PAY ADDRESSABLE MARKET IS >120 MILLION PEOPLE -- WITH ONLY 2.5% PENETRATION RIGHT NOW (~3M PEOPLE)

"The J.P. Morgan healthcare team led by Chris Schott estimates the GLP-1 cash pay addressable market to be over 120M individuals in the US, with only ~3M of those currently utilizing compounded or branded GLP-1s (~2.5% penetration). We expect GLP-1 cash pay patients to nearly triple to at least 8M in the US by 2030."

"HIMS also operates across a number of other specialties that impact over 100M individuals and are often not covered by insurance and/or are yet to be destigmatized. For example, there is growing consumer interest around longevity and testosterone, the latter of which impacts an estimated ~20M men in the US."

"Bottom line, we believe HIMS' 2.5M subscriber base has ample room for growth, with an addressable market of over 200M potential customers across existing specialties and HIMS continuously adding new specialties and geographies."

Source: J.P. Morgan's $HIMS initiation report (Apr 24, 2026)

[Trav @hypergrowth102]

BPC-157 and other peptides will be a massive blow to the corrupt healthcare system, which historically has profited massively by killing studies, and keeping people in the dark. People stay sick, hooked on pain killers, and ultimately many have been killed. $HIMS will ultimately be the solution to efficient, and cost effective preventive medicine.

[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

[KΞlso @Kelsotopia]

@MMatters22596 $hims $nbis and $xpev respectively are my biggest bags, came to the exact same conclusions 🫡

[KΞlso @Kelsotopia]

@analystecurieux Sartorius stedim, peut être acheté un peu trop tôt 🫣

[Hims House @himshouse]

🚨 BREAKING: JP MORGAN INITIATES COVERAGE ON $HIMS WITH OVERWEIGHT RATING, $35 PRICE TARGET

"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. The combination of a more stable GLP-1 business, peptide legalization, revenue reacceleration in the second half, and the potential for more branded partnerships over time, in our view, creates a compelling catalyst path against a skeptical investor base."

[Secretary Kennedy @SecKennedy]

Today, we took long-overdue action to restore science, accountability, and the rule of law.

In September 2023, the Biden FDA pushed a number of peptides into Category 2 — “Bulk Drug Substances that Raise Significant Safety Risks” — driving a dangerous black market that puts Americans at risk.

Now, after nominators withdrew 12 peptides, the FDA will remove them from Category 2 and will bring them to PCAC at its next two meetings, beginning in July—where independent experts will rigorously evaluate each substance on its scientific merits using full clinical, pharmacological, and safety evidence.

• BPC-157
• Thymosin beta-4 fragment (LKKTETQ)
• Epitalon
• GHK-Cu (injectable)
• MOTS-c
• DSIP (Emideltide)
• Dihexa Acetate
• Ibutamoren Mesylate
• Melanotan II
• KPV
• Semax (heptapeptide)
• Cathelicidin LL-37

This action begins to restore regulated access and will immediately begin shifting demand away from the black market.

We will follow the science, enforce the law, and deliver the clarity patients, providers, and pharmacies deserve.

[KΞlso @Kelsotopia]

@bestplayeratlas You're all so fucking retarded sometimes

[KΞlso @Kelsotopia]

@NoLimitGains