Shore Points Capital 🐢

🐢 investing in growth tech

[Shore Points Capital 🐢 @shorepointscap]

POV: You walk into the Shore Points Capital office in the morning

$HIMS $NBIS $RKLB $PLTR $HOOD

[Shore Points Capital 🐢 @shorepointscap]

@robpetrozzo Is museum coffee ever coming back :(

[Shore Points Capital 🐢 @shorepointscap]

@DylanAbruscato One of the biggest misses with eBay is nothing is curated. There is no sense of a “for you page” other than a really poor recommendation algo that doesn’t work

[Shore Points Capital 🐢 @shorepointscap]

@DylanAbruscato @tbpn No ramp sponsor :(

[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

[Shore Points Capital 🐢 @shorepointscap]

Thanks for the view $RKLB

[RJC @RJCcapital]

wife changing money

[Shore Points Capital 🐢 @shorepointscap]

@jonaasw1 @thecollectiv3e 👀👀 lemme stop by

[Shore Points Capital 🐢 @shorepointscap]

@jeffinvenice @venice_inc @dosu_ai Good websites are more valuable than ever in the land of Claude slop templates

[Shore Points Capital 🐢 @shorepointscap]

@dbabbs @tryprofound Not gonna lie this rocks

[Shore Points Capital 🐢 @shorepointscap]

@NighthawkTradez I thought it was just you alone in your garage

[Shore Points Capital 🐢 @shorepointscap]

@Jason Jesus you look 85

[Shore Points Capital 🐢 @shorepointscap]

Closing in on 300% return on $NBIS

@RJCcapital and @romanchernin changed my life

[Nebius @nebiusai]

The feeling’s mutual, @NVIDIA.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Micron stock, $MU, officially hits $1 trillion in market cap for the first time in history.

12 months ago, this stock was worth just $70 billion.

[Just a Dude Who Invests @DudeWhoInvests]

THE GOD CANDLE FOR TUESDAY IS LOADING

[Shore Points Capital 🐢 @shorepointscap]

Cool offices part 2

[Phil Nguyen @philipnguyen]

NYC has a secret place to get coffee inside a 100-year-old loft space.

It's called the Substack office in Flatiron.

One of the coolest offices in NYC:
- these weird portal doors
- plants + books decor and everyone loves that stuff right
- marble kitchen island table where food is deposited and you're not sure if it's up for grabs or if someone is just a slob
- lights that hang too low in some spaces and office chairs because nothing better than drinking hot beverages while scooting around on wheels

We have 10/10 coffee with signature blends:
- "Does Anyone Know How to Use the Coffeemaker"
- "The Breville Requires Cleaning But Let's Press the Remind Me Later Button"
- "Can You Use These Beans for Both Drip and Espresso"

It's an office by day (video calls + coffee) and still probably an office by night but hopefully emptier

AND it's open if you know someone to get you in 👀

[Shore Points Capital 🐢 @shorepointscap]

$nbis and a slantnose…

[Nebius @nebiusai]

Builders & Brews is coming to London! ☕

Come meet the teams from Nebius, @tavilyai, @zapier, and @vercel for a casual day with AI builders. That means good conversations, real projects, and people actually building.

No fluff, no panels - just a room full of builders sharing what they’re working on.

Watch the vibe from our past events and join us in London ⬇️
https://t.co/CCzJGTA0IL

[Shore Points Capital 🐢 @shorepointscap]

@tjparker All projects will never be complete :)
There’s always the next project

[Lukas Frijek @LukasFrije1re]

EVERY GPU in $NBIS Cloud is SOLD OUT

The demand is crazy... BULLISH