Simon the Italian 🇮🇹

$HIMS since 2021 - $META since 2022 - $AMD since 2025 🇺🇸

[Simon the Italian 🇮🇹 @SimontheItalian]

@MikeLongTerm 🤣

[Simon the Italian 🇮🇹 @SimontheItalian]

@filipkarsberg 👌

[Simon the Italian 🇮🇹 @SimontheItalian]

@hypergrowth102 okok
I keep focusing on $HIMS

[Simon the Italian 🇮🇹 @SimontheItalian]

selling $AMD today is a big mistake

[AMD @AMD]

Generative AI gives answers. Agentic AI executes work but it needs more than just fast answers.

That shift changes the infrastructure equation. As agents scale, customers need CPU-rich infrastructure that can support more orchestration, retrieval, APIs, databases, caches, containers, VMs and workflows at rack scale.

That is where AMD EPYC processors are built to deliver the highest performing CPUs for the next era of AI: https://t.co/kWZXaYSYSR

[Simon the Italian 🇮🇹 @SimontheItalian]

@valaorh yeah 🙌🏻 would be amazing 🤩

[Simon the Italian 🇮🇹 @SimontheItalian]

@StockTrader_Max let’s goooo

[Simon the Italian 🇮🇹 @SimontheItalian]

A 100% cotton t-shirt and hat collection wouldn’t be a bad idea at all.
Free marketing.
@AndrewDudum @dankenger $HIMS

[Simon the Italian 🇮🇹 @SimontheItalian]

Imagine if $HIMS started selling wearables worldwide, rolled out the app in places like Italy, and allowed users to import their hospital lab results. Game changer.

[Simon the Italian 🇮🇹 @SimontheItalian]

Prada AI glasses loading… $META

[Simon the Italian 🇮🇹 @SimontheItalian]

@StockTrader_Max so let’s $HIMS RUN

[Simon the Italian 🇮🇹 @SimontheItalian]

@PronkDaniel @StockMarketNerd true

[Simon the Italian 🇮🇹 @SimontheItalian]

@PronkDaniel I understand $GOOG doing it due to his valuation
but $META is pretty cheap

[Simon the Italian 🇮🇹 @SimontheItalian]

@NotA_Bull $META

[Mike @MikeLongTerm]

$AMD shareholders when $TSM CEO Dr. C. C. Wei said on June 4, 2026, strong structural demand for 2nm, with TSMC projecting ~70% CAGR in 2nm capacity through 2028 (multiple fabs ramping in Hsinchu and Kaohsiung starting 2026). TSMC is aggressively expanding 2nm production primarily in Taiwan while maintaining discipline on capex and pricing. This directly supports @AMD J-curve growth in the next 3-5 years

[Mike @MikeLongTerm]

$HIMS short sellers going into Q2 ER. Couldnt come up with any bear cases.

[Simon the Italian 🇮🇹 @SimontheItalian]

@MikeLongTerm RIP BEARS 🐻 ⚰️ $HIMS

[Simon the Italian 🇮🇹 @SimontheItalian]

@dranantmd @AndrewDudum @wearehims Welcome Anant, happy you joined Andrew’s vision!!! $HIMS

[Simon the Italian 🇮🇹 @SimontheItalian]

@AndrewDudum Welcome, Anant!