Mr Anderson 🇺🇸

I currently own ~3% stake in $HUBC The market disconnect on this Israeli cyber security company is purely irrational. The asymmetry here is staggering. This company is being traded like it is dead, which is far from the case. Recent momentum has gone completely unpriced. In Dec 2025, Hub secured a government contract with the Israeli Ministry of the Interior for mission critical systems. In the same month, they landed a major contract for there Hub Compliance platform with a defense aligned buyer. Validation of their “Confidential Computing” engine. In early 2026, Hub officially embeds its “Trust Infrastructure” into the Tier 1 Tivani Projects critical mineral project. This helps position Hub as the security backbone for strategic mineral supply chains (Titanium, Vanadium, and Antimony) Getronics is a prime partner with a long standing joint cyber security platform called “GetHUB360” that targets multinational corporations, giving Hib a massive global distribution channel. Hub is also directly partnered or providing mission critical services to companies like Rafael Advanced Defense Systems, Israel Aerospace Industries, Elbit Systems, Lockheed Martin, and others. Also embedded in critical infrastructure within Israel MoD, Airport Authority, and the Ministry of the Interior. Getronics is their primary partner with 1,800+ enterprise customers and 2,000+ certifications. Azure and AWS integrated into their security hubs as a verified partner for Confidential Computing and Check Point for strategic collaboration on various cyber initiatives Currently $HUBC is trading at a sub $3M market cap. They have assets of $73M, recently restructured debt, and have recently seen gross margins over double. This is deep value hiding in plain sight and is being driven by algos.

To ensure the ceasefire is successful we must first ensure that we restrain the Israelis.

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Let’s clean this up because the “240k sell” $HIMS narrative is sloppy.. That Form 144 is a max ceiling, not what he dumped. Actual 2026 sales? ~36k shares total, sold gradually under a 10b5-1 plan: Jan 5: 9,070 shares @ $33.79 Jan 20: 9,067 shares @ $30.34 Feb 3: 5,262 shares @ $26.44 Mar 20: 9,217 shares @ $23.77 Apr 6: 3,658 shares @ ~$19.97 Meanwhile, he still owned 318,789 shares directly + 7,853 via trust and also received hundreds of thousands of RSUs/options. So no, this is not “CFO sees disaster and is bailing.” It looks a lot more like routine 10b5-1 diversification + RSU vest/tax management than panic selling. It’s a pre-scheduled diversification plan… executed at worse prices for him. Market loves a scary headline. Reality is way more boring.

🚨 BREAKING: $HIMS CFO YEMI OKUPE FILES TO SELL 240K SHARES (≈$4.9 MILLION) Okupe owns 319k shares as of Mar 20 This sale is part of a 10b5-1 pre-planned trading plan adopted in May 2025 It is the largest proposed sale of all time by Okupe

Let’s clean this up because the “240k sell” $HIMS narrative is sloppy.. That Form 144 is a max ceiling, not what he dumped. Actual 2026 sales? ~36k shares total, sold gradually under a 10b5-1 plan: Jan 5: 9,070 shares @ $33.79 Jan 20: 9,067 shares @ $30.34 Feb 3: 5,262 shares @ $26.44 Mar 20: 9,217 shares @ $23.77 Apr 6: 3,658 shares @ ~$19.97 Meanwhile, he still owned 318,789 shares directly + 7,853 via trust and also received hundreds of thousands of RSUs/options. So no, this is not “CFO sees disaster and is bailing.” It looks a lot more like routine 10b5-1 diversification + RSU vest/tax management than panic selling. It’s a pre-scheduled diversification plan… executed at worse prices for him. Market loves a scary headline. Reality is way more boring.

🚨 BREAKING: $HIMS CFO YEMI OKUPE FILES TO SELL 240K SHARES (≈$4.9 MILLION) Okupe owns 319k shares as of Mar 20 This sale is part of a 10b5-1 pre-planned trading plan adopted in May 2025 It is the largest proposed sale of all time by Okupe

Let’s clean this up because the “240k sell” $HIMS narrative is sloppy.. That Form 144 is a max ceiling, not what he dumped. Actual 2026 sales? ~36k shares total, sold gradually under a 10b5-1 plan: Jan 5: 9,070 shares @ $33.79 Jan 20: 9,067 shares @ $30.34 Feb 3: 5,262 shares @ $26.44 Mar 20: 9,217 shares @ $23.77 Apr 6: 3,658 shares @ ~$19.97 Meanwhile, he still owned 318,789 shares directly + 7,853 via trust and also received hundreds of thousands of RSUs/options. So no, this is not “CFO sees disaster and is bailing.” It looks a lot more like routine 10b5-1 diversification + RSU vest/tax management than panic selling. It’s a pre-scheduled diversification plan… executed at worse prices for him. Market loves a scary headline. Reality is way more boring.

🚨 BREAKING: $HIMS CFO YEMI OKUPE FILES TO SELL 240K SHARES (≈$4.9 MILLION) Okupe owns 319k shares as of Mar 20 This sale is part of a 10b5-1 pre-planned trading plan adopted in May 2025 It is the largest proposed sale of all time by Okupe

Let’s clean this up because the “240k sell” $HIMS narrative is sloppy.. That Form 144 is a max ceiling, not what he dumped. Actual 2026 sales? ~36k shares total, sold gradually under a 10b5-1 plan: Jan 5: 9,070 shares @ $33.79 Jan 20: 9,067 shares @ $30.34 Feb 3: 5,262 shares @ $26.44 Mar 20: 9,217 shares @ $23.77 Apr 6: 3,658 shares @ ~$19.97 Meanwhile, he still owned 318,789 shares directly + 7,853 via trust and also received hundreds of thousands of RSUs/options. So no, this is not “CFO sees disaster and is bailing.” It looks a lot more like routine 10b5-1 diversification + RSU vest/tax management than panic selling. It’s a pre-scheduled diversification plan… executed at worse prices for him. Market loves a scary headline. Reality is way more boring.

US Pres Trump On Iran: I Have Instructed Department Of War To Postpone Any And All Military Strikes Against Iranian Power Plants And Energy Infrastructure For A Five Day Period, Subject To Success Of Ongoing Meetings And Discussions