MaximizeBelief

Disclosure: My tweets and other activites on Twitter are not investment advice and should not be construed as such. Do your own due diligence always.

[MaximizeBelief @MaximizeBelief2]

@Andre_AGTC $VERA has FDA approval coming up on July 7th. Rumored to be a potential fit for $AMGN

[MaximizeBelief @MaximizeBelief2]

@WallStSai Parallels to $MLYS raising funds to buy back royalties...

[MaximizeBelief @MaximizeBelief2]

@Andre_AGTC $BIOA

[MaximizeBelief @MaximizeBelief2]

@TheLongInvest How long before they need to raise again? $HIMS

[MaximizeBelief @MaximizeBelief2]

@docrodwong Good news likely for $RARE as well. Perhaps a path for approval for OI.

[MaximizeBelief @MaximizeBelief2]

@StockSavvyShay Copilot is the worst and dumbest of all the AI tools out there. Spent 30 minutes today trying to get it to do a very simple task.

[MaximizeBelief @MaximizeBelief2]

@zerohedge @StanphylCap This is great for $DOCN.

[MaximizeBelief @MaximizeBelief2]

Let's continue to see the hot AI money rotate into $HIMS. Reaccelerating growth story and global reach has been largely ignored. With $HIMS you get healthcare (defensive), growth and AI. Hard to find companies with all 3 aspects.

[MaximizeBelief @MaximizeBelief2]

@himshouse Headquarters for $UNH $HIMS

[MaximizeBelief @MaximizeBelief2]

AI compute may be scarce, but it won't be forever. Health, longevity and time is always scarce. $HIMS can extend the most valuable resource--time. Not just any time, but a longer life of health where you feel great & can still experience life. You're going to be able to buy it.

[MaximizeBelief @MaximizeBelief2]

@himshouse Very bullish signal.

[MaximizeBelief @MaximizeBelief2]

@himshouse They're doing something right. $HIMS growth re-accelerating. Perhaps guidance is too conservative.

[MaximizeBelief @MaximizeBelief2]

$DOCN is in the process of being re-rated. Not yet to the extent of memory & chip stocks. It is the cost-effective AI agentic play. Businesses need affordable solutions, not frontier AI, otherwise, it's too expensive to use and margins get crushed. $DOCN is still undervalued IMO.

[MaximizeBelief @MaximizeBelief2]

The $HIMS flywheel is exploding. Customer base is growing. Cross-sell opportunities are being magnified. $HIMS owns the customer relationships, not the drug companies. Health and longevity is buying time, which is the most valuable asset. We are still very early. Don't miss it.

[MaximizeBelief @MaximizeBelief2]

$docn finally kept its gains today. Next leg up!

[MaximizeBelief @MaximizeBelief2]

@himshouse Where's the $LLY partnership? $NVO can't have all the fun!

[MaximizeBelief @MaximizeBelief2]

@himshouse Could $NVO acquire $HIMS? Not too far-fetched.

[MaximizeBelief @MaximizeBelief2]

@himshouse $BZRD BPI Labs future reverse merger possibility. Largest compounding pharmacy in Florida. Gotta believe they would be part of the peptide explosion.

[MaximizeBelief @MaximizeBelief2]

@101010_jv @chamath https://t.co/kBc81rVDUN