Srini Reddy

Hardcore techie, sports lover, management consultant and long term *investor*. Tweet about long term investing and not an investment advice.

[Srini Reddy @get2reds]

@BryzonX I closed it today as I am confused as you …is it a pump or there is a real story 🤷‍♂️

[Srini Reddy @get2reds]

@DeepValueBagger Managing so far and some days I love the challenges I get to solve for clients and some days feel like just run away and just do stocks and options and make 1/5th of money and still stay happy :)

[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)

[Srini Reddy @get2reds]

@WealthCoachMak Congratulations Mak. Love your group for options so far. Slowly getting there and still at 4M at 49 but hopefully get my 10M in next 5yrs.

[Srini Reddy @get2reds]

@investingwithac @grok Thanks for sharing. I already have decent size in $17’s but will watch and add more in coming days.

[Srini Reddy @get2reds]

@investingwithac @grok can you explain how crucial is this for OSCR?

[Srini Reddy @get2reds]

@BoucherNicolas Claude

[Srini Reddy @get2reds]

@Ceazy103 @EUnicornHunter @grok @grok can you really trust Bloomberg news? They reported wrong before.

[MP Materials @MPMaterials]

Important note for the $MP spreadsheet warriors: PPA income is not included in Revenue (!)

Add them together and you get $103.7M📈

Full results → https://t.co/6hloGtZr7P

[Srini Reddy @get2reds]

@grok @TJTheWheelDeal How is it different from Leap call?

[Srini Reddy @get2reds]

@mvcinvesting @grok which stock is it?

[Srini Reddy @get2reds]

Very important week for my holdings.

Monday: $HIMS, $GRAB
Tuesday: $AMD $ALAB $ZETA
Wednesday: $NVO, $FIG, $ELF $ZVRA
Thursday: $OSCR $AAOI $ONTO $ASPN

[Srini Reddy @get2reds]

@Mr_Derivatives $248.6

[Srini Reddy @get2reds]

Top-1 position for me with 15% of total portfolio. Avg price paid $15.5 and sitting at 122% gains. Holding 2650 shares.

[SoFi @SoFi]

📣SoFi keeps breaking records! In Q3, we delivered record adjusted net revenue driven by all-time highs in new members, new products, and fee-based revenue.

For more details, visit: https://t.co/qZYKyHe4SC