I did a quick calculation of the predicted subscriber count of $HIMS by 2029, in 5 years. (numbers in bold are the actuals)
If HIMS can pull it off and grow their subscriber by 20% (my estimation) YoY for 5 more straight years, it looks like they will reach 10Mio count by the end of 2029. @TrixInvestments looks like you might be right, if they can continue to grow like that with the "fierce" competition of $AMZN.
Again, that means roughly 3% of the entire US population will become a subscriber at some point. Holy bejesus, a lot of people need medical care by then. Is that realistic? I don't know. @EventuallyWLTHY sure has a better understanding of the trend.
@asklivermore This is the only guy or girl I’ve seen so far with a legit claim of signals and trends. Everyone else is just for money grabs. Insane performance.
This is the biggest TAM expansion + revenue driver with $SIVE, markets haven’t noticed.
Sivers is actively working with new pluggable optical transceiver companies.
After Jabil 1.6T LRO used Sivers lasers to achieve a “relatively dramatic moat”.
“Actively working”, so co-development / qualification stage.
My guess is we’ll likely see optical transceiver companies (eg. Innolight), announce they’re using $SIVE lasers soon.
All of my bigger investments went from 100% to 700%.
Except $TSLA
TESLA is the worst investment since 4 years. The opportunity cost is just real. 😩😩😩
$NVDA $AMD $TSMC $PLTR $RKLB $ASTS $ONDS $SIVE
@StockSavvyShay Nothing to brag about. If the conviction was high, you or your wife would’ve put 200k or even more there. Why not? Cuz you didn’t know and weren’t sure.
Swiss have one of the best educations for sure. However, the environment is just not that welcoming for developers and business owners, if you wanna go big and realize some big dreams, one really has to go to America. A lot of Swiss talents also moved to the US, unless the Swiss government really puts out incentives to retain those talents.