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@yianisz I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “TRADE” to WhatsApp: +12058873622 Here’s the link : api.whatsapp.com/send?phone=120…

@yianisz My investment strategy! ⬇️ Show more

What’s going on with $HIMS? After the $15 > $27 move (+57% in 5 days) on the $NVO news, the stock is simply cooling off. Moves that fast almost always lead to profit-taking from momentum traders, especially those who bought the breakout. At the same time, short sellers used the spike to reload positions which is why short interest remains extremely high at roughly ~85M shares (~40% of the float). In other words, the rally didn’t trigger a real covering wave. So what we’re seeing now is a typical consolidation phase. The stock is digesting the move, traders are repositioning, and both sides are fighting for control in the $23–27 range. The interesting part is that the positioning hasn’t changed much. Shorts didn’t exit and longs are still holding the fundamental story around the Novo partnership and future product expansion. With positioning still this crowded, $HIMS is essentially one major announcement away from the next leg higher.

@yianisz I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “TRADE” to WhatsApp: +12058873622 Here’s the link : api.whatsapp.com/send?phone=120…

@yianisz My investment strategy! ⬇️ Show more

How $NBIS could unlock massive hidden value Most investors see Nebius as just a GPU cloud but it’s closer to an AI holding company. Beyond infrastructure, NBIS owns stakes in: 1. ~27% of ClickHouse 2. Toloka (AI data labeling) 3. Avride (autonomous mobility) 4. Tavily (AI search) The biggest catalyst is ClickHouse. With ARR growing ~250% YoY and customers like $META, $TSLA, $MSFT, an IPO around ~$20–25B could value Nebius’ stake at ~$5–7B roughly $18–25/share unlocked. If the market starts valuing NBIS as an AI infra + software platform not just a neocloud, the repricing could be meaningful and go above $150+

@yianisz I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “TRADE” to WhatsApp: +12058873622 Here’s the link : api.whatsapp.com/send?phone=120…

@yianisz My investment strategy! ⬇️ Show more

Big signal from OFC week. $MRVL optical DSP chips were shown working with $LITE' R300 optical circuit switch, creating direct optical connections between servers. Normally data goes optical > electrical > optical through switches. This demo removes that step and keeps the signal fully optical which saves power and reduces delay. That means more photonics everywhere in the stack more lasers ( $LITE $COHR), more optical engines $AAOI, more DSPs $MRVL and more silicon photonics capacity $TSEM.

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