JonathanDubbs

Avid investor with a lot on my mind

[JonathanDubbs @JonathanDubbs]

Doubled down on $HIMS and $AMZN for 2026 and made $DUOL a significant position. $TSM and semis are starting to worry me based on potential invasion of Taiwan this year or next. I don’t see significant upside in $FSLR for 2026.

[Martin Shkreli @MartinShkreli]

all you can eat arb on hynix 😂

[JonathanDubbs @JonathanDubbs]

@Double0Capital Congrats!

[JonathanDubbs @JonathanDubbs]

@wholemars @DavidMoss Not sure if this should be glorified. Safety is still important and I’m not sure being this trusting in autonomy is warranted yet.

[JonathanDubbs @JonathanDubbs]

@breadcrumbsre The stock was at a super high multiple 18 months ago. Not sure why this company deserves a 50x multiple when I can own MAG 6 for ~25x.

[JonathanDubbs @JonathanDubbs]

@Figure_robot The I, Robot reference is so cool 😎

[JonathanDubbs @JonathanDubbs]

@RyanMarketEdge $ALAB was never at $650?

[JonathanDubbs @JonathanDubbs]

If none of the peptides are moved to Class 1 in late July I will question heavily my $HIMS position. If they are hiring a number of people in Menlo for peptides without inside information of how the decision will likely go I will be very perplexed and disappointed.

[JonathanDubbs @JonathanDubbs]

@HimsHersComms @AndrewDudum @edels0n @ProfGMarkets Great quote!

[JonathanDubbs @JonathanDubbs]

@CuriousTraderIE @himshouse @jonathanrstern @herbertong for $TSLA is one that comes to mind but for SMID cap @himshouse is excellent.

[Gwynne Shotwell @Gwynne_Shotwell]

My husband and I are honored and thrilled to participate in the Invest America program and gift a share of our SpaceX stock to a Trump Account for each of more than two million children across our great nation.

Every American child under 18 can benefit from having a Trump Account, but our gift specifically goes to the Accounts of children (ages 11-17) that live in areas with lower average household incomes with a bit more emphasis for those that live near our central Texas home.

We have been fortunate in our careers and hope this gift encourages the next generation to continue the journey of enabling humanity to live and fly amongst the stars.

A huge thanks to all that worked to bring this incredible program to life.

[JonathanDubbs @JonathanDubbs]

@MiTypeScript So a picture really is worth a thousand words!

[JonathanDubbs @JonathanDubbs]

@himshouse Wouldn't Hims management and at least Deb Autor already have some preliminary understanding of what the peptide meeting will end up with? Why else would they start hiring full time peptide talent at their actual facility in Menlo Park? The timing is not coincidental!

[Tesla @Tesla]

Introducing Model Y Long Wheelbase – now available in the US & Puerto Rico

A 3-row, 6-seat configuration that brings exceptional interior space with ample headroom & legroom for all passengers

0-60 in 4.4 seconds
325 miles of range

– Front row: Heated/ventilated seats w/ powered thigh cushion
– Second row: Heated/ventilated captain seats w/ powered armrests & one‑touch fold
– Third row: Heated seats w/ power recline, one‑touch fold & child seat anchors

–  Improved airflow, increased efficiency & more range

– 89 cu ft of trunk space: with 6 passengers, trunk still fits a 28" and 20" suitcase each, plus frunk holds an additional 20" suitcase. Oversized items like snowboards and bikes also fit easily

– Engineered for safety w/ seat belts & side air bag optimized for second & third row

– Upgraded acoustic glass & suspension to minimize road noise

– Adaptive damping for a smooth, stable ride

– Staggered tires for enhanced grip

– Larger tailgate for better rear visibility & bigger windows overall to deliver great views from every seat

– 16" first row & 8” second row touchscreens + 19-speaker immersive Tesla Audio

– Upgraded 50W wireless charging pads w/ active cooling & charging ports for all other seats

– FSD Supervised & integrated Grok AI

https://t.co/erculCry18

[JonathanDubbs @JonathanDubbs]

@tszzl The funny thing about the word frontier is it kind of implies a finite end (final frontier). Applying this logic, does everyone eventually just sell compute?

[roon @tszzl]

you either die a frontier lab or live long enough to see yourself sell compute

[JonathanDubbs @JonathanDubbs]

@zroger73 @TeslaCharging Wow!

[JonathanDubbs @JonathanDubbs]

@GrindeOptions So you're bullish?

[Hims House @himshouse]

🚨 EXCLUSIVE: $HIMS board member David Wells on why he bought $1.2M of Hims

Previously, David was CFO of Netflix for 15 years

01:07 - Meet David Wells
02:30 - Why he bought $1.2M in shares
05:58 - Building a mission-driven company
09:03 - Why he accepted the offer to join the board
10:45 - Financial metrics David is tracking
12:53 - Novo deal + GLP-1s
15:13 - Peptides: best, not first
19:45 - M&A and execution risk
20:40 - What CEO Andrew Dudum does well
22:30 - Remote impact on company culture
24:22 - AI, tech, and wearables
29:55 - Lessons from Netflix
36:17 - Insider sales 10b5-1 explained
45:37 - Short interest and the bear case
48:23 - Hims in 2030

Not financial, legal, or medical advice