孟宇

[孟宇 @ming7382]

What people don’t talk about enough with $HIMS is the YourBio acquisition.

Hims Labs started off decent but not special—nice UI, clear results, licensed docs.

But YourBio? That’s the game changer.

Biggest barrier in preventive care? Friction. People are busy, they pr

[孟宇 @ming7382]

The entire market is way too oversold right now. I seriously doubt we can drop much further.

[孟宇 @ming7382]

What's up with Japan lately?

[孟宇 @ming7382]

Getting back into $GME and $EBAY today. Let's see how this plays out 🚀

[孟宇 @ming7382]

Before this sell-off, everyone was piling into big tech stocks. Like I always say, when the boat's tilted to one side, it's way easier to tip over.

[孟宇 @ming7382]

Check out how the Magnificent 7 stocks have done over the past 5 years:

Nvidia $NVDA +1,067%🟢
Apple $AAPL +144%🟢
Google $GOOGL +208%🟢
Microsoft $MSFT +66%🟢
Amazon $AMZN +53%🟢
Meta $META +80%🟢
Tesla $TSLA +96%🟢

[孟宇 @ming7382]

@unusual_whales Kafka streaming is solid for sure, but calling it a 'must have' feels like a stretch unless you're actually dealing with institutional scale. What kind of latency are you seeing vs alternatives?

[unusual_whales @unusual_whales]

Wow, look at this.

The Unusual Whales Kafka Streaming is a go to for high-through put event streaming for institutional-grade market data.

It is a must have.

Check it here: https://t.co/IZycpDZru8

[孟宇 @ming7382]

Jensen Huang said: "Your job is simple—double the stock price every week."
You know what that means, right?

[孟宇 @ming7382]

@WOLF_Financial Interesting shift. Guess they're betting big on tech over consumer staples right now. Wonder how much this influences fund flows.

[WOLF @WOLF_Financial]

JUST IN: THE S&P 500 IS ADDING 2 NEW NAMES BEFORE MARKETS OPEN ON JUNE 22ND

IN: Marvell Technology $MRVL
IN: Flex $FLEX

OUT: Pool Corp $POOL
OUT: Campbell's Company $CPB

Both additions are Information Technology companies. Both removals are consumer names.

Worth noting: Jensen Huang called $MRVL the next $1 trillion company just this week at Computex. Now it's getting added to the S&P 500.

Jensen Knew

[孟宇 @ming7382]

@ikki09082 Guess my portfolio finally caught a break today. Still not holding my breath for tomorrow though.

[ikki0908 @ikki09082]

US stocks ended the day mostly up 🟢🟢🟢🔴

[孟宇 @ming7382]

@Kalshi 外交访问总是带着目的去的，不知道这次会聊出什么新合作来。

[Kalshi @Kalshi]

JUST IN: Xi Jinping heads to North Korea to "strengthen ties"

[孟宇 @ming7382]

@a900272 Makes you wonder if IPO pressure will force them to prioritize profits over safety. That's the real gamble here.

[AC @a900272]

Building AI models is crazy expensive. So companies like Anthropic are now eyeing public markets for funding, says co-founder Daniela Amodei. 💸🔗

[孟宇 @ming7382]

Anthropic thinks AI might help build better versions of itself pretty soon. Wild to think about machines making smarter machines. 🚀

[孟宇 @ming7382]

@Wei_gk Interesting how personal relationships between leaders seem to drive so much of what happens globally. Wonder what those chats are actually like.

[a.kWei @Wei_gk]

Israel’s PM Netanyahu says Trump is looking at plenty of options. They chat every couple of days.