Forrest

Novice investor

[Forrest @r77vel]

@StockMKTNewz Colossal

[Hims House @himshouse]

🚨 $NVO NOVO NORDISK CEO MIKE DOUSTDAR ON CNBC:

"We were very encouraged when $HIMS decided to partner with us and their main focus becoming basically the authentic products."

"That partnership has worked very well for both us and $HIMS, and I'm very excited about that."

"Outside of a single vaccine some time ago, this has been the best launch of a pharma product in US."

"Approximately 20% of the patients right now are on the higher doses, either on the last highest or the highest dose... No dropouts. That is meaningful. People are staying on the pill."

"There was a question mark if the pill and the 30 minutes that they have to wait before they take food is an issue. Zero. We are not hearing any of anecdotal discussions around that."

"There was the initial concern about potential cannibalization.... but 80% of the patients are new, so new -- naive -- to GLP-1 therapy. Then we're actually getting some patients from our competition. The patients coming from our own injectables is actually very little to none"

"We will be launching the pill outside of US in the second half of the year. So of course we feel very comfortable to be able to announce that and that means that we are we're fine with the manufacturing."

[Forrest @r77vel]

$HIMS
https://t.co/PVRpZNstA2

[Heisenberg @Mr_Derivatives]

$PLTR up 2.5% initial reaction:

[Forrest @r77vel]

@HLInvest @AronEastbaron1 Really unacceptable, you can't just lock people out of their accounts unable to trade.

[Hims House @himshouse]

🚨 BREAKING: HUBERMAN SAYS "COMPANIES LIKE $HIMS & CLEAN COMPOUNDERS" ARE SET TO SOAR AS PEPTIDES SHIFT FROM GRAY/BLACK MARKET TO FDA-RECOGNIZED

[Ben Stiller @BenStiller]

Hey White House, please remove the Tropic Thunder clip. We never gave you permission and have no interest in being a part of your propaganda machine. War is not a movie.

[Mark Hogan @MB_Hogan]

$NBIS UPDATE: Nebius CRO Marc Boroditsky said today that demand is so high that in some cases Nebius is now receiving 100% of customer payments on deals UPFRONT 🔥🔥🔥

Boroditsky also stated that this has not been made public until today.

Incredibly bullish 🔥🔥🔥

[Forrest @r77vel]

$SMCI

https://t.co/RBYCyPffYi

[Lambda @LambdaAPI]

The first-ever hydrogen-powered NVIDIA GB300 NVL72 systems are online.
Training & inference at scale — with zero emissions, zero water.
Lambda × @Supermicro × @ECL_DC → https://t.co/xPVms6SWLQ

[Forrest @r77vel]

$SMCI 'demand in Europe growing very fast'

https://t.co/rpy7qvQl5F

[Supermicro @Supermicro]

Supermicro is thrilled to share a major milestone: @FortuneMagazine ranked us as this year's fastest Fortune 500 climber, jumping 206 spots to No. 292!

The growth shows no signs of stopping!

Read the full article here: https://t.co/EEYPrKZ9t5

#Supermicro #Fortune500 #AI

[Forrest @r77vel]

@Supermicro_SMCI @FortuneMagazine More of this please, keep the good news coming.

[Supermicro @Supermicro]

A special guest is joining us for the CEO Keynote at Supermicro Innovate! We're thrilled to announce that @charlesliang, Founder, President & CEO of Supermicro will be joined by Jensen Huang, Founder & CEO of @nvidia. Register now: https://t.co/QPOj52xqaI
#COMPUTEX2025

[Supermicro @Supermicro]

We are proud to announce the signing of a landmark $20 billion+ partnership between DataVolt and Supermicro during the Saudi–U.S. Investment Forum in Riyadh.

Learn more: https://t.co/Q26ugrzJfW

#datacenter #AI #greencomputing

[TT @CocJii]

$SMCI market cap is $20B. This deal alone is worth its entire market cap 👌🇺🇸

[Wyze @WyzeCam]

Just got our first tariff bill. We imported $167k of floodlights and then paid $255k in tariffs. That’s more than any of our founders were paid last year. 😅😅😅

[Forrest @r77vel]

@TheeThomasB May I present the President of the United States of America

[Forrest @r77vel]

@scottmelker Just came back from Cancun, loads of Canadians there more than Americans. All I spoke to opting not to go to the States, where they would usually go to Miami or Florida.

[Theresa Perrin @theresa_perrin]

$SMCI 5 star Birthland Analyst Chokoshi rates it as Outperform (Buy) and increases PT from $57 to $70!

[Eric @EricFlaningam]

I just published an updated Current State of AI Markets.

I published my last one six months ago, when the topic du jour was “ROI on AI.”

At an aggregate level, we’ve seen revenue accrue to the following categories:

1. Semiconductor Ecosystem: ~$160B
2. Data Center Infrastructure: Very roughly ~$115B (assuming half the costs of AI data centers are GPUs; according to Coreweave’s S1, 46% of their purchases went to Nvidia.)
3. Cloud Revenue: ~$25B
4. Foundation Models & AI Applications: <$10B

I think the key moment in AI markets is what happens when AI Supply meets AI Demand.

That'll tell us what the unhindered demand for AI applications is today. (The hyperscalers are hinting to that point being later in 2025).

A breakdown of revenue from AI thus far: