Oliver Lennox 👽

[Antonio Linares @alc2022]

Life as an $AMD shareholder

[Jeremy Lefebvre @HolySmokas]

Memory stocks are going thru the biggest bubble we will see in our lifetime for them. A stock like Micron is just one of many. The party is NOT over yet, but when it does end… AND IT WILL… the mess to clean up will be gigantic.

[Antonio Linares @alc2022]

Stock prices track free cash flow per share over the long term

[Ash Crypto @AshCrypto]

BREAKING:

Anthropic just dropped Claude Opus 4.7 and a prompt to full website design tool, hitting Cursor, Figma, Adobe and Wix in one move.

[Evan Luthra @EvanLuthra]

INSTEAD OF WATCHING NETFLIX TONIGHT, WATCH THIS 1 HOUR FULL CLAUDE COURSE.

THANK ME LATER!!!

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran’s Speaker of the Parliament provides trading advice to investors trading US markets:

“Pre-market so-called ‘news’ or ‘Truth’ is often just a setup for profit-taking. Basically, it is a reverse indicator. Do the opposite: If they pump it, short it. If they dump it, go long. See something tomorrow? You know the drill.”

[Dividend Talks on YouTube @DividendTalks]

The market is punishing companies for spending on AI…

While ignoring the only thing that matters:

Demand is exceeding supply.

That’s not a warning sign.

That’s where the winners are built.

[SNEAKO @sneako]

I was banned on Youtube 3 years for saying this

[Hims House @himshouse]

🚨 $HIMS CEO ANDREW DUDUM HAS ASSEMBLED ONE OF THE MOST EXTRAORDINARY LEADERSHIP TEAMS IN ALL OF HEALTHCARE

C-SUITE

CEO - Andrew Dudum - ex-Atomic Labs
CFO - Yemi Okupe - ex-Uber, Google
COO - Mike Chi - ex-Zola
CTO - Mo Elshenawy - ex-Cruise, Amazon
CCO - Kathryn Beiser - ex-Eli Lilly
Chief Policy Officer - Deb Autor - ex-FDA, AstraZeneca, Mylan
CPO - Dheerja Kaur - ex-Robinhood
CLO - Soleil Boughton - ex-Google
CMO - Dr. Pat Carroll - ex-Walgreens
CDO - Dan Kenger - ex-Gin Lane

BOARD OF DIRECTORS

Kåre Schultz - ex-Teva, Novo Nordisk
Dr. Toby Cosgrove - ex-Cleveland Clinic
Christopher Payne - ex-DoorDash, Tinder, eBay, Amazon, Microsoft
David Wells - ex-Netflix
Anja Manuel - ex-U.S. State Department
Christiane Pendarvis - ex-Savage X Fenty, Victoria's Secret, Gap
Andrea Perez - ex-Sony PlayStation, Nike/Jordan

[Hims House @himshouse]

🚨 BREAKING: $HIMS SHORTS ARE QUADRUPLING DOWN

According to Robinhood, 88 million shares are now short

42% of the float

Beyond belief, short interest has actually increased since the Hims x Novo deal

🤯🤯🤯

[Architect of Alpha ▲ @ondrejslunecko]

If You Need a Stop-Loss, You Don’t Understand the Business

Stop-Losses Are for Traders, Not Investors

Here's WHY

[Nav Toor @heynavtoor]

BREAKING: AI can now analyze any stock like a Wall Street analyst (for free).

Here are 10 insane Claude prompts that replace $2,000/month Bloomberg terminals (Save for later)

[Fiscal.ai @fiscal_ai]

"AI is going to kill software"

Meanwhile, at Anthropic...

$CRM

[Joseph Carlson @joecarlsonshow]

Goldman just said that Duolingo is an AI loser and said it's a SELL.

Here is the performance from when they called Netflix a SELL.

[Hims House @himshouse]

$LLY $NVO $HIMS

🚨 BREAKING: ANDREW HUBERMAN SAYS ELI LILLY IS WORKING TO MAKE PEPTIDES ILLEGAL TO PURCHASE

ALSO EXPECTS RETATRUTIDE TO BE A TRILLION-DOLLAR DRUG

🤯🤯🤯

[Jeremy Lefebvre @HolySmokas]

This lady on cnbc just said “where do you look with tech valuations being high”… ah baby are you high? What you on?

SAAS stocks are trading cheapest ever
Nvidia is forward PE in 20s
Meta forward PE under 20
Amazon is up 26% the past 5 years!
Netflix forward PE 25.
Wake up

[Hims House @himshouse]

🚨 NEW EPISODE!!!

NOVO NORDISK SUES $HIMS -- PATENT ATTORNEY GASTON KROUB (@GKROUB) BREAKS IT DOWN

02:25 - Details of the lawsuit
07:41 - Why no preliminary injunction?
12:31 - Why did Novo file now vs. 8-9 months ago?
24:04 - Why did Novo file in Delaware?
29:21 - Likely timelines, chances of settlement or dismissal
33:20 - Worst-case scenarios
36:48 - Indemnification and supplier liability?
45:01 - FDA & DOJ pressure on compounded GLP-1s
49:46 - How Hims miscalculated the oral launch
55:00 - What to watch next

[Jeremy Lefebvre @HolySmokas]

😂 Just wait for a year from now

[Architect of Alpha ▲ @ondrejslunecko]

1/ What if I tell you that Hims & Hers $HIMS is going to trade north of $222/share by 2030?

And these numbers might be conservative!

Let's dive into HOW this is going to happen 👇