shuvam bhaumik

thoughts & tweets are my own

[shuvam bhaumik @sbgolf00]

$WWR will be a triple from here. As my friend @bhtrade says on other stocks, $WWR will be up more in one day than what it’s currently trading at. Save this tweet.

[Briefing.com @Briefingcom]

$WWR: Westwater Resources achieves production milestone at its pilot plants https://t.co/74zHG5Rmuh

[Frank Curzio @FrankCurzio]

Two years ago I told you about $DGXX. Two years of conviction, research, and community — and now we're coming full circle.

Finding this stock early, getting direct access to CEO @michelamar3 , and sharing it with my subscribers and followers here on X is exactly what I set out to do.

Moments like this remind me why I do this.

$DGXX is re-rating, the Cerebras IPO has poured fuel on the fire, and I truly believe this becomes a 10x for us. We are still in the early stages of something big.

This is also what I've built my reputation on — identifying plays like $DGXX and $VIVO and other small caps before the crowd catches on. I've done it before and I'll keep doing it.

And if you want full access to my portfolios and every move I make — the new membership portal launches at the end of this month. I haven't been this excited about something since I first started Curzio Research. This one is going to change the game.

Congratulations to all shareholders of $DGXX!

[Sahil Bloom @SahilBloom]

Major life hack: Don't complain, ever. Nobody likes a complainer. They drain the energy of everyone around them. It's exhausting spending time around someone who constantly complains about things outside their control. If it’s within your control, go do something about it. If it’s not, you’re just wasting energy thinking about it. Complaining gives too much power to the thing. Take back that power.

[Rick Golfs @Top100Rick]

Brooks Koepka is sporting a Grove XXIII logo on his golf bag this week.

MJ’s club is maybe the funnest place in golf.

If I could take 7 normal golf buddies to any club in America other than Augusta for a stay and play, it would be Grove XXIII.

[Joe Pompliano @JoePompliano]

Golden Tempo was literally dead last in the final turn and then outkicked everyone to win the Kentucky Derby. What an insane finish.

[Breaking911 @Breaking911]

WATCH: Video of Cherie DeVaux, trainer of Golden Tempo, shows her reaction to winning the Kentucky Derby

[Ramp Capital @RampCapitalLLC]

Two weeks ago I made a comment (jokingly I thought) about an HRV spike from my @Whoop on Easter.

@willahmed dm’d me and said it could potentially be a more serious condition (AFib) which prompted me to schedule a doctors appointment.

I was wearing the standard band so he upgraded me to the MG version of their band that can take ECGs. So far so good!

Pretty cool to see the CEO of a major company in the trenches with us. Love this app.

[Yahoo Fantasy Sports @YahooFantasy]

How Kirk Cousins' agent walks into negotiations

[shuvam bhaumik @sbgolf00]

@btapleton @acaseofthegolf1 LOL

[shuvam bhaumik @sbgolf00]

@btapleton hahahah man I love the internet.

[Will Ahmed @willahmed]

Whoop has made a lot of athletes money. You know that a whoop athlete has a good agent / manager because they enabled their athlete to invest. Many athletes miss out on great equity deals because their agents are just incentivized to get 10%+ of cash being paid to the athlete and thus block deals and investments when that’s not the case.

[Will Ahmed @willahmed]

You have no experience.
You’ve never started a company.
You’ve never had a full time job.
Nike is going to kill you.
You’re a kid.
You don’t have technical skills.
You shouldn’t build hardware.
Apple is going to kill you.
You can’t build hardware.
You can’t measure heart rate non-invasively.
Athletes don’t care about recovery.
Under Armour is going to kill you.
It won’t be accurate.
You don’t listen.
You’re an ineffective leader.
You can’t recruit great talent.
You’re going to have to pay every athlete.
You can’t measure sleep non-invasively.
It’s too expensive to research.
Athletes are a small market.
The product costs too much to make.
The product costs too much to sell.
Your valuation is too high.
Consumers aren’t going to want it.
Hardware is too hard.
You should measure steps.
Fitbit is going to kill you.
You can’t build a marketing engine.
You can’t raise enough money.
You need a real CEO.
Google is going to kill you.
You can’t be a subscription.
You can’t build a brand.
You can’t do consumer in Boston.
Your valuation is too high.
You shouldn’t make accessories.
You shouldn’t make apparel.
Lululemon is going to kill you.
You can’t predict Covid.
Stay in your niche.
You are going to run out of money.
You can’t build a health platform.
Amazon is going to kill you.
You can’t measure blood pressure.
You can’t get medical approvals.
The market is too small.
You don’t understand AI.
The market is too competitive.
It won’t work internationally.
The supply chain is too complicated.
You can’t build an AI.
You can’t raise enough money.
It’s too competitive.
Healthcare isn’t going to want it.
…

Just keep going ✌️

[Aakash Gupta @aakashgupta]

The investor list tells you exactly what WHOOP is now.

$10.1 billion for a company that gives away a screenless rubber band. The device has no screen. No buttons. No display. The hardware is free with every subscription. WHOOP charges $199 to $359 per year for the right to look at your own biometric data in an app.

2.5 million members. $1.1 billion bookings run rate. 103% year-over-year growth. Cash flow positive. Those are SaaS metrics from a company that started as a wristband for CrossFit athletes.

Now look at who wrote checks. Qatar Investment Authority. Mubadala. Abbott. Mayo Clinic. Sovereign wealth funds and two of the largest healthcare institutions on Earth. QIA manages over $500 billion. Mubadala manages $300 billion+. These are the same funds buying stakes in global hospital networks, pharmaceutical pipelines, and biotech platforms. They did not invest $575 million because they think recovery scores are cool.

WHOOP sits on 24 billion hours of continuous physiological data. Heart rate variability, respiratory rate, skin temperature, SpO2, sleep architecture, blood pressure, ECG, and now blood biomarkers through Advanced Labs. From 2.5 million people wearing the device 24/7, generating data every single second.

Abbott makes glucose monitors, diagnostics equipment, and cardiac devices used in hospitals worldwide. Mayo Clinic runs one of the largest clinical research operations in medicine. When both of them invest in the same wearable company in the same round, they're buying a distribution channel for continuous patient monitoring outside the clinic.

The athlete investors are the packaging. Ronaldo, LeBron, Rory McIlroy, Virgil van Dijk. Their names make the fundraise go viral. Their actual function is keeping WHOOP positioned as a performance brand while the cap table quietly fills with healthcare infrastructure capital.

Previous valuation: $3.6 billion in 2021. Today: $10.1 billion. A 2.8x jump in five years, with the entire delta coming after WHOOP got FDA clearance for ECG and blood pressure monitoring. The regulatory moat is the valuation inflection.

Will Ahmed built a fitness tracker. The cap table says he's building the consumer front-end for the next generation of preventive medicine. The $10.1 billion bet is that the hospital of the future starts on your wrist.

[Will Ahmed @willahmed]

BREAKING: WHOOP RAISES $575M AT $10.1B VALUATION 

I am pleased to announce that we’ve raised $575M at a $10.1B valuation to accelerate our mission of unlocking human performance and healthspan globally.

This round was led by Collaborative Fund with participation from 2PointZero Group, Qatar Investment Authority (QIA), Mubadala Investment Company, Abbott, Mayo Clinic, Macquarie Capital, Glade Brook, B-Flexion, IVP, Foundry, Accomplice, Affinity Partners, Promus Ventures, and Bullhound Capital alongside a group of individual investors including Cristiano Ronaldo, LeBron James, Rory McIlroy, Virgil van Dijk, and Mathieu van der Poel.

This investor group and this moment reflect a powerful evolution underway for Whoop and the broader healthcare market.

Whoop was born in performance - trusted by the best athletes in the world to train, recover, and compete at the highest level. That foundation remains core to who we are. You see that in the iconic athlete investors joining this round. 

But it also represents our push into broader health. 

In the past 12 months, WHOOP has received medical clearances, launched blood testing, and created a platform that has saved lives. Abbott and Mayo Clinic - two of the most respected and influential institutions in global healthcare - are now investors in Whoop. These are organizations that have shaped modern medicine. Their decision to partner with us is a clear validation of where our technology is headed.

Healthcare systems around the world are reactive. For too long, they have waited for people to get sick, then intervene. Chronic disease is rising and costs continue to climb.

At Whoop, we believe the future looks fundamentally different. We are building the most powerful, personal, preventive health platform in the world - powered by continuous biometric data, advanced analytics, and AI to help people understand their bodies and improve their health in real time.

I am grateful to our team, our members, and our partners for believing in this vision. I’ve been building this company for 14 years and I’ve never been more excited for the future.

[Onyx @OnyxOdds]

Duke fans heading into work tomorrow morning

[shuvam bhaumik @sbgolf00]

LOL

[Taylor Snow @taylorcsnow]

Jordan’s Furniture rn

[WHOOP @WHOOP]

You land in a new time zone.

Your calendar updates instantly.

Your body doesn’t.

We just shipped a new feature to help members manage jet lag, right when it starts. 👇

[Sahil Bloom @SahilBloom]

Everyone needs to hear this...

Michael Caine on his defining philosophy for life:

Use the Difficulty

As a young actor, he was rehearsing a play when a chair got stuck in the door and blocked his path. He told the other actor he couldn't get by the chair to enter the scene.

The actor's response:

"Use the difficulty...if it's a comedy, fall over it, if it's a drama, pick it up and smash it."

This idea became a defining mantra for his life.

"There's never anything so bad that you cannot use that difficulty...if you can use it a quarter of one percent to your advantage, you're ahead, you didn't let it get you down."

I can't stop thinking about this...

How can you use the difficulty you're currently facing? How can you embrace the struggle? How can you find flow through the friction?

As with everything in life, control the controllable:

The difficulty is already there. You can't control it. But you can control how you react to it. You can control your response to it. You can control your attitude towards it.

Lesson: Difficulty is inevitable. Use it.

[shuvam bhaumik @sbgolf00]

Chills.

[Nico @NicoSvane]

Ed Sheeran and Benny Blanco makes a song-of-the-year-worthy banger, just off the cuff.

Laptop, iPad, basic mic, guitar is all they need. Wild

Feels illegal to see an uncut 22 min clip of the top of their game just doing their thing

The greatest things I've seen in (forever?)

[shuvam bhaumik @sbgolf00]

@NicoSvane @NavalismHQ This is amazing. The making of the art is always impressive to witness

[shuvam bhaumik @sbgolf00]

@LukeKerrDineen Kiradech 🐀