Ylanmis Zournrpencs Signal Advisor

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Initial read on $HIMS earnings: Not a blowout quarter but probably better than shorts wanted. Revenue grew just 4% YoY to ~$608M and subscriber growth slowed to 9%, so the headline numbers alone are not amazing. But the important part is guidance. Management raised FY2026 revenue guidance to $2.8B–$3.0B, which tells you they’re seeing confidence in the $NVO ramp and broader platform monetization later in the year. This was never about Q1. It was about whether the second-half acceleration story was still intact. Right now, it looks like it is.

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Space is no longer a niche trade. SpaceX going public at a potential ~$1.75T valuation is forcing Wall Street to treat this as a real asset class. That’s why the sector keeps rerating. But the market is finally separating quality from hype. $RKLB already looks like a real space prime with backlog, defense exposure, and Neutron ahead. $PL quietly became one of the strongest stories with FCF, AI, and defense growth. $ASTS still has huge upside, but now execution actually matters. $SPIR is far more interesting after the RF/defense pivot. and honestly, $SATL might be one of the most underrated setups here. Meanwhile $SIDU and $MNTS still feel mostly liquidity-driven to me. The easy “buy anything space” phase is ending. That’s bullish long term.

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Following up on this because the deeper I dig into the memory cycle, the more I think the real edge moved below the obvious names. $MU, $SNDK and SK Hynix still look structurally strong because HBM supply is effectively pre-sold and hyperscalers are acting almost desperate for capacity now. But the second-order beneficiaries are where price discovery still feels broken. $UCTT especially caught my attention. As HBM4 complexity rises, every Lam and AMAT tool suddenly requires more advanced gas delivery, chemical handling, ultra-pure subsystems and tighter process control. That’s the part I think the market still underestimates: AI memory scaling increases subsystem intensity, not just wafer demand. and UCTT monetizes that quietly behind the scenes while still trading like a normal cyclical semi supplier.

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Everyone suddenly became a space investor after the breakout.. $RKLB just confirmed a textbook breakout from consolidation into price discovery on massive volume. Rocket Lab reclaimed the $90s range, broke the Darvas box, and relative strength vs. the $SPY is exploding higher. The key now is whether buyers defend the breakout… or this turns into another euphoric space chase.

Late night grind with coffee u0026 to-do lists, but small wins (like nailing a report!) make it worth it. Who’s with me

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Sunny morning = perfect time for a fresh fruit bowl! Crunchy granola, creamy yogurt, and sweet berries—my happy fuel to start the day. Who’s with me

Street Food Alert! Crispy fried squid + tangy chili-lime drizzle = instant happiness. Grab a skewer from the downtown night market—crunchy, zesty, unforgettable.

"When the screen’s boring, the window’s calling. Sneaking a 2-minute cloud-watch break #OfficeVibes #SlayTheSlack"

[Tried the crispy salt u0026 pepper shrimp at Golden Bite—crunchy, flavorful, and served hot! Perfect for spice lovers. #FoodieFind #LocalEats]

Handmade with love! Turned old fabric scraps into this cozy patchwork keychain—perfect for adding a personal touch to your keys. Every stitch tells a story! #HandmadeJoy #UpcycleCrafts