MarketDeck

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Hims & Hers revenue has scaled from $101M to $618M over the last 16 reported quarters.

That is a +511.9% increase, with the latest quarter at $618M

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$PLTR 😳

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Energy outperformed today: $XLE gained +1.66% while $SPY fell -0.49% and $QQQ dropped -1.01%.

The strongest names in the group were $TRGP +2.93%, $KMI +2.71%, $MPC +2.37%, $OXY +2.34%, $OKE +2.32%.

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If you put $1,000 into IREN one year ago, it would be worth $6,876 now.

$IREN closed at $6.39 on April 28, 2025. By April 28, 2026, it closed at $43.94, a +587.6% move.

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If you put $1,000 into Figma, it would be worth $150 now.

$FIG closed at $115.50 on July 31, 2025. By April 27, 2026, it closed at $17.31, a -85.0% move.

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Deepseek v4 has been spotted

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Software is not having a great day 🟥

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* 8AM PST

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OpenAI rumored to release GPT-5.5 @ 10AM PST

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GPT-5.5 officially spotted on OpenRouter

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$OKLO rallying this morning

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> Nuclear stocks are having a year.

> $CCJ +142%, $URA +105%, $DNN +96% vs. $SPY +21% since January.

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GPT-5.5 is expected to be much more efficient in its reasoning compared to previous models

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Energy today 🔋

$XLE +1.45%
$SPY -0.65%
$QQQ -0.38%
$IWM -1.02%

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> Defense is emerging as a clear leadership group.

> Since January 2, 2025, aerospace and defense ETFs have outperformed the broader market by a wide margin.

> $XAR is up 61.7%, $ITA has gained 54.0%, and $PPA is up 49.7%. Over the same period, $QQQ is up 26.3% and $SPY is up 20.4%.

Since January 2, 2025:
$XAR +61.7%
$ITA +54.0%
$PPA +49.7%

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> The hard-asset trade is no longer just gold: Since January 2, 2025, junior silver miners tracked by $SILJ are up +206.3%, $SIL has gained +197.2%, and silver itself via $SLV is up +164.7%.

> The move is broadening across the rest of the resource complex too. $COPX is up +121.8%, $XME has gained +108.6%, and $URA is up +98.2%, while $SPY is up just +21.6%.

> When silver, copper, mining, and uranium all lead together, the market is sending a very different message than a narrow defensive bid for gold.

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> One of the strongest equity markets is not in the U.S:

> Since January 2, 2025, Mexico tracked by $EWW is up +68.4%, while emerging markets via $EEM have gained +51.6%.

> For comparison, $QQQ is up +26.8% and $SPY has gained +21.3% over the same stretch.

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Here is what actually led from the April 8, 2025 correction low:

$SMH is up +157.8%, $XLK has gained +72.0%, and $GLD is up +60.6%. Even small caps in $IWM are up +58.6%.

Meanwhile, long-duration Treasuries tracked by $TLT are still down -1.5% over the same stretch.

[MarketDeck @MarketDeckApp]

New era 🍎