アシュリー C

Investor | I tweet about great companies, asymmetric investment opportunities and some political stuff

[アシュリー C @ycchii]

$HIMS

The era of health as a luxury is over.

💙peptides
💚lab testing
💛weight loss
💗menopause
🩵cancer screening

#SuperBowl2026

[アシュリー C @ycchii]

Thank you $PLTR @PalantirTech 🇹🇼

[Eliano A Younes @eliano]

we’re adding Taiwan flag patches in the Palantir store.

Taiwan represents our sixth largest market for merchandise sales 🇹🇼🫶

[Christian Darnton @CMDarnton0]

$HIMS investors are about to go on a generational run.

And it will be earned through their own conviction, patience and individual effort.

This thing is just getting started.

Not even 0.1% of the thesis has played out yet.

The past year has been insanely volatile, but it has sharpened us.

Better investors.

Stronger conviction.

Clearer thinking.

This is only the beginning.

[fox hsiao @pirrer]

Anduril's co-founder Joe is Taiwanese !!

拉奇：因中國侵略性創辦Anduril　盼台科技優勢持續
@PalmerLuckey : Founded @anduriltech Due to China's Aggression; Hopes Taiwan's Technological Advantage Continues

(CNA reporter Wu Shu-wei, Taipei, 4th)

Palmer Luckey, founder of the American defense technology company Anduril—which has been sanctioned by China due to arms sales to Taiwan—stated today that one of the reasons for founding Anduril was China's increasing aggression and its manipulation of the global economy and culture. He noted that Taiwan is a global leader in the technology sector and that he does not want to see this advantage disappear.

Luckey is currently visiting Taiwan to participate in COMPUTEX. During his interview with CNA this afternoon, it coincided with the news that the Altius-600M drones, produced by Anduril and purchased by Taiwan from the United States, successfully struck maritime targets in Yilan for the first time yesterday with a 100% hit rate.

Luckey stated that his visit to Taiwan is to meet with current and potential partners. Currently, Anduril's supply chain includes approximately 30 Taiwanese manufacturers, and the number of partner companies continues to grow.

In December last year, the Chinese government announced countermeasures against 20 U.S. defense-related companies and 10 senior executives involved in "arming Taiwan" in recent years, with Luckey among those named. Anduril Industries had already been placed on China's "Unreliable Entities List" for sanctions early last year.

Regarding the impact of the Chinese sanctions, Luckey stated that aside from being unable to visit China or Hong Kong, transit through these locations, or fly on Chinese-owned or invested airlines, there have been no other real negative effects. "I've always wanted to be sanctioned [by China]," he said.

Luckey recalled that after then-U.S. House Speaker Nancy Pelosi visited Taiwan in August 2022 and was subsequently sanctioned by China, he complained to friends that "it wasn't fair" because he felt he had done more for Taiwan than Pelosi had. Consequently, he made being sanctioned by China a goal. Now that China has labeled him a "radical separatist terrorist," he has framed the sanction notice and hung it on his wall, treating it as a badge of honor.

Luckey pointed out that one of the reasons for founding Anduril was China's increasing aggression and its manipulation of economies and cultures around the world. While working in Silicon Valley, he witnessed firsthand how tech companies were blinded by China, mistakenly believing it would be the next major market.

Luckey founded the virtual reality company Oculus VR at the age of 19 and sold it to Facebook for $2 billion in 2014. In past interviews, Luckey has mentioned visiting Shenzhen and other locations in China numerous times.

Regarding his experience dealing with China, Luckey shared that China has built a very powerful production machine; if one lacks ideology or national loyalty, China is an excellent place to manufacture products. However, he had already personally experienced how the Chinese government's operations and values differ drastically from those of Western countries. During past business trips to China, samples left in his hotel room were frequently stolen, and on one occasion, a sample he received was actually fitted with a bug capable of transmitting via radio.

Luckey said that in the United States, such incidents would be immediately reported to the FBI, but in China, calling the police is useless because officials will not stop the theft of intellectual property—in fact, the government might even be involved. He experienced this firsthand and quickly had enough.

Luckey stated that many of the displays and semiconductors for Oculus products came from Taiwan. Through this, he realized that Taiwan holds a unique position in the global technology industry and leads the rest of the world. He noted that some things in the world exist only because Taiwan is a leader in the tech field, adding, "I don't want that advantage to disappear."

Luckey, who visited Taiwan many times in the past for Oculus business, said this is his fourth visit on behalf of Anduril. His personal connection to Taiwan goes even further; he revealed that one of Anduril's co-founders, Joe Chen, is Taiwanese and recently accompanied his mother back to Taiwan.

"So you know, it's like if you have a Ukrainian friend, you might not like Russia very much," Luckey said, noting the logic is the same.

[andrewdudum @AndrewDudum]

Today, we closed our acquisition of Eucalyptus, advancing our position as the world’s largest consumer health platform.

When @_Timdoyle and I first met, healthcare looked very different (and so did our lives - I was a first-time dad, still on paternity leave when we had our first lunch). Proactive healthcare still felt niche and the concept of direct-to-consumer access was misunderstood as a trend.

Five years later, the world has changed (and so has life – I’m now a dad to three boys, and Tim’s a father, too). People are no longer willing to navigate through arbitrary barriers for the simplest kinds of care. Healthcare innovators like drugmakers and diagnostic companies have realized connecting directly with individuals is the most powerful way to grow.

But what has stayed the same is how aligned Tim and I are on what the future of health can and should be. It’s simple, deeply personal, and built for everyday life. It became clear at the end of last year that the time has never been more right to come together.

Today, we’re operating as one company, focused on reaching millions of people around the world with a version of health that feels like a luxury, but doesn’t cost like one. Combining Eucalyptus’ local expertise with our scale means we can serve millions of people around the world and expand the network effects of the platform. We’ll become an everyday health companion and a partner to other healthcare innovators who want to build long-term relationships with their customers.

I told the entire team this morning: The most enduring consumer companies are the ones that create a completely new way of experiencing the most personal parts of our lives. My kids deserve a different version of health than I got. So do Tim’s. So do yours. That’s what we’re building at Hims & Hers and I can’t wait for the world to see what’s possible.

https://t.co/XIampqFSST

Read more here, including important footnotes and disclaimers: https://t.co/4A919nDjTO

[Antonio Linares @alc2022]

$NAUT $RXRX $IBRX and $INKT form a value chain

[Garcia @GarciaCap]

Why I wont sell $PLTR in four photos:

[Antonio Linares @alc2022]

My view is $PLTR is extremely cheap right now

People will not believe you could buy at $130 a few years from now

Free cash flow per share is going vertical

[Nicholas Mugalli @RealNickMugalli]

Ahead of COMPUTEX, the two most important CEOs on the planet right now Jensen Huang and TSMC CEO C.C. Wei, having dinner together and celebrating decades long partnership

FYI, $NVDA accounted for 20% of $TSMC revenue $40B dollars and they don’t have a a single legal agreement 🤯

[Matt Smith @nerdalert]

I can't believe I'm posting this, but it's true and funny so here we go.

@shai_wininger appeared to me in a dream last night urging me to buy as much $LMND as possible "before it's too late."

[andrewdudum @AndrewDudum]

I spoke with @washingtonpost about what’s coming next for us, and we covered everything from GLP-1s to supplements to biological age to peptides. But the bigger picture is how we can create better access to the things that can help anyone feel great.

Thanks @PostRowland for a great conversation about what’s coming next in health and how we’re building it at Hims & Hers.

[Emmy追劇國際雷達 @emmyradar]

我要笑瘋，富達前基金經理說，他覺得這次AI泡沫比2000年網路泡沫樂觀很多，因為台積電擴產非常謹慎，他說台積電是一群70幾歲、脾氣倔強的老人在掌舵，他們把台灣半導體從不可能的夢想拉拔到碾壓對手，他們比誰都清楚一場泡沫和崩盤的傷害。

魏哲家你們被人家說是70歲脾氣倔強的老人欸哈哈哈😂。

———————————
富達前投資經理、現任Atreides Management投資長Gavin Baker近日受訪指出，全球AI產業恐因台積電的「保守擴產」逃過泡沫破裂的災難。

回顧歷史，從鐵路、個人電腦到網際網路，每一波重大科技革命幾乎都會吹起巨大泡沫。投資人瘋狂湧入推升市場共識，最終卻用泡沫資金完成基礎建設。Gavin Baker直言，泡沫破裂的過程將讓人痛苦不堪。

不過，他對這次的AI熱潮抱持樂觀態度，認為市場極有可能成功避開泡沫化。背後的救命關鍵，正是現實世界中殘酷的物理限制：電力與晶圓短缺。Gavin Baker把矛頭指向護國神山，形容台積電是由一群「70多歲、脾氣倔強的老人」在掌舵。

這群人花了一輩子，把台灣半導體從不可能的夢想，一路拉拔到徹底輾壓對手。他們比誰都清楚，一場泡沫與崩盤會對台積電造成多可怕的毀滅性打擊。

[andrewdudum @AndrewDudum]

Yesterday, we raised $350M from a wide range of high-caliber institutional investors who believe in the long-term vision of what we’re building.

It was more than we set out to raise, and it tells me that the industry believes in the value of our model and the impact of our platform. Given the terms we received, it's clear that our investors are taking a high-conviction view of our strategy.

This offering was designed to keep us flexible and is structured to minimize dilution, while giving us an efficient way to scale aggressively, interest-free, across strategic areas: global growth, infrastructure, and AI-power customer tools.

All of that is how we’re positioning ourselves to keep growing this year and make progress towards our ambitious long-term targets. More than that, though, it is part of how we’ll help more people do a simple but life-changing thing: just feel great.

https://t.co/fhPtm0gA7Z

[Antonio Linares @alc2022]

One 100 bagger makes everything else irrelevant

[Hims House @himshouse]

🚨 BREAKING: TRUMP APPROVES PLAN TO FIRE FDA COMMISSIONER MAKARY -CBS

$HIMS $LLY $NVO

[Antonio Linares @alc2022]

$pltr expects to grow 100% yearly now and I hope that you understood this when I shouted from the rooftops

this is a 20 trillion dollar company in the making

not understanding this is the most costly thing you will do in your life

[Palantir @PalantirTech]

Palantir reports Q1 ‘26 U.S. revenue growth of 104% Y/Y and revenue growth of 85% Y/Y; raises FY ’26 revenue guidance to 71% Y/Y growth and U.S. comm revenue guidance to 120% Y/Y, crushing consensus expectations.

Q1 U.S. commercial revenue grew 133% y/y and adjusted operating margin was 60%.

We also generated $871 million in Q1 2026 GAAP net income, representing 53% margin and 307% Y/Y growth.

[Shai Wininger @shai_wininger]

Lemonade’s Q1 results are 🔥. So much to share, where do I start?

First, get into the AI mood, click this, + volume ⏫
https://t.co/IDPCvrTHge (by @kidfrancescoli)

🚀10th consecutive quarter of accelerating IFP growth
🔥 Topline at $1.33 Billion (IFP +32%)
🔥 Revenue grew 71% to $258M
🔥 Gross Profit increased 159% to $100M
🔥 3.14M Customers
🔥 Adj. Free Cash Flow $17M

Lemonade Pet exploding!
✅ Surpassed $500M top line early in Q2
✅ #1 most searched pet insurance brand in the U.S.
✅ @lemonade_inc is now the 4th largest pet carrier in the U.S.
✅ AI-powered automation drives record claim handling efficiency (LAE: ~4%)
✅ Our data + tech edge lets us lower prices while boosting profitability

Car picking up speed
✅ Now at 60% YoY growth, $214M IFP
✅ Loss ratio improved to 74% (14 pts better YoY)
✅ Autonomous Car for @Tesla FSD conversion rate 70% higher than standard

And more...
↗️ Raising 2026 top & bottom line guidance
↗️ IFP per employee > $1M (3x improvement in 4 years)
↗️ Positive Adj. EBITDA in Q4
↗️ Investor Day in NYC November 17

[andrewdudum @AndrewDudum]

As of this morning, providers on our platform can now send prescriptions for Zepbound® vials and KwikPen®, as well as Foundayo™, to the LillyDirect® pharmacy and access self-pay pricing for our customers because of an expansion in our platform’s functionality.

In many ways, today reminds me of Netflix’s early days, when everyone talked about whether they would have the latest blockbuster in their catalog. As if Netflix’s success depended on its ability to become the distribution channel for a single film.

They were missing the forest for the trees: Netflix wasn’t just renting DVDs. It was changing consumer behavior by ruthlessly prioritizing choice and inventing new pathways to the things people wanted the most.

By offering a full range of FDA-approved GLP-1s on our platform, we’re similarly giving our customers more choices through all the tools we have available – and we’ll continue to push here on behalf of everyone who depends on us for their care.

Read more on how we’re making this possible, including important info, here:

https://t.co/HxYN1KhGwS

[矢板明夫 @Yaita_Akio]

根據最新市場統計，全球股市市值排名出現了值得注意的變化：美國以約67兆美元穩居第一，中國約12兆排名第二，日本約6.4兆居第三，印度約5.2兆第四，法國約4.3兆第五，而台灣以約4.1兆美元位居全球第六，領先英國、加拿大、南韓與德國。這個排名並非情緒性的判斷，而是國際資本用真金白銀投票的結果。對一個人口僅兩千三百多萬的經濟體而言，能站上這個位置，本身就說明一件事——台灣其實比很多人想像的更有實力，也更值得有自信。

這份自信，來自於產業結構。台灣的股市不是靠傳統產業撐場面，而是建立在半導體與高科技產業之上。當全世界都在談AI、談晶片、談算力競爭時，台灣正好站在供應鏈的核心。換句話說，全球科技越競爭，台灣的存在感就越強。這種結構，讓台灣股市的命運與全球科技發展綁在一起。

更值得一提的是，台灣經濟這幾年的表現，某種程度上顛覆了過去的「依賴論」。長期以來，許多人認為台灣離不開中國市場，一旦兩岸關係緊張，台灣經濟就會受到衝擊。然而實際情況卻是，台灣逐步調整結構，降低對單一市場的依賴，轉向高附加價值產業，不但沒有出現崩潰，反而走得更穩。

當然，這並不代表台灣沒有風險。地緣政治的不確定性依然存在，市場也不可能永遠單邊上升。但資本市場有一個很現實的邏輯：資金會流向它認為最有價值、最有未來的地方。今天台灣能站上全球第六的位置，代表國際資本並沒有因為風險而離開，反而持續加碼。某種程度上，這也是一種「用腳投票」的信任。

如果把全球經濟比作一場牌局，美國是莊家，中國是大戶，日本是老手，那台灣就是手上握著關鍵技術的玩家。你可以對局勢有不同判斷，但很難否認這張牌的價值。

所以，只要維持開放、持續創新，不被錯誤的敘事牽著走，台灣的路只會越走越寬。換句更直白的話說——該有點自信了，因為你站的位置，本來就不低。