Steven J

277 posts

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Steven J

Steven J

@Joh384Mj

"The Constitution doesn't guarantee happiness, only the pursuit of it. You have to catch up with it yourself." - Benjamin Franklin

US Katılım Ocak 2024
495 Takip Edilen183 Takipçiler
Steven J
Steven J@Joh384Mj·
@Mr_Derivatives How about a shout out on LMT, going for green two days in a row?!
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Heisenberg
Heisenberg@Mr_Derivatives·
$NVO Lookin’ spiffy lately…
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Steven J
Steven J@Joh384Mj·
@Mr_Derivatives I lost more than that this week if you're feeling generous..
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Heisenberg
Heisenberg@Mr_Derivatives·
Amazing. My highest yet. Remember I’m giving away $1,500 of this away this weekend. Check pinned tweet!
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Steven J
Steven J@Joh384Mj·
@Swingtrader I tried a few times to subscribe to you but I get the X is working to connect circle thing??
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Heisenberg
Heisenberg@Mr_Derivatives·
$SOXX Up 17 days in a row… Maximum FOMO and euphoria. Never seen anything like this. Oh wait, because it has never happened! At some point….
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Steven J
Steven J@Joh384Mj·
@BeardoTrader Imagine if they said instead we are meeting at the White House? Be a boss move.
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Beardo
Beardo@BeardoTrader·
The U.S and Iran aren't meeting in Pakistan. $SPY not happy.
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Jonah Lupton
Jonah Lupton@JonahLupton·
I wish this FDA meeting to discuss peptides was happening a little sooner but I'm glad it's finally on the calendar so we don't have to keep guessing. Looks like they're going to start with 7 peptides (BPC-157, TB-500, KPV, Mots-C, Emideltide (DSIP), Semax and Epitalon) however there's dozens of other peptides that could be considered in the future. I'm looking forward to watching the livestream. I do believe over the next 12-18 months we'll see at least 15-20 peptides moved to category1 which means $HIMS and other US-based peptide facilities will be able to manufacturer and distribute them. I'm pretty sure they'll require a prescription from a medical professional however there's literally hundreds of telehealth companies (including $HIMS) that can easily facilitate this. Peptides (including GLPs) will be a $100B+ industry in 2026... thinking globally... I believe the peptide TAM could 4-5x over the next 10 years which is a 15-17% CAGR (not crazy). Being conservative, I think $HIMS can capture 2-3% of the global peptide TAM over the next 10 years (maybe more)... I'll let you do the math on what that would do for their revenues over the next 10 years... assuming 3% dilution per year... it would put EPS in 2035 at approx $15 per share... not including cash on the balance sheet or any stock buybacks from that cash in which case EPS would be higher. To be clear... alot of things have to go right in this scenario so I'll call this my "bull case" however I do believe peptides will be the next growth driver for $HIMS assuming the FDA meeting in July leads to these 7 peptides getting moved to category1 with more peptides being added in the future. NFA. DYOR. *We own $HIMS at @FirstWaveFund and remain bullish for the long-term.
Hims House@himshouse

$HIMS $LLY $NVO The FDA will discuss 7 peptides for possible inclusion on the 503A Bulks List on July 23-24: - BPC-157 - KPV - TB-500 - MOTs-C - Emideltide - Semax - Epitalon Popular peptides like GHK-Cu and Melanotan II will NOT be considered during the July 23-24 meeting. During RFK Jr.'s appearance on Rogan, he said the FDA was looking at removing 14 peptides from Category 2. Maybe there will be other meetings at a later date, but this meeting will only discuss the 7 peptides above.

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Coach Mak | Know Your Money
Coach Mak | Know Your Money@WealthCoachMak·
Opened Trades Today: $AMD CSP $RKLB CSP $DDOG CC $UBER CC x 2 Rolled Trades Today: $AMD CC $NBIS CC Closed Trades Today: $PLTR CSP $UBER CC All trades are shown in the discord
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Heisenberg
Heisenberg@Mr_Derivatives·
$CAR What the….
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Beardo
Beardo@BeardoTrader·
Just in case anyone was wondering, Scottie Pippen never messaged me back.
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Steven J
Steven J@Joh384Mj·
@JohnLoc18 I missed you posting your insight! Nice, you are still posting
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JLoc
JLoc@JohnLoc18·
I have $10,000 and 8 months left of 2026, let’s do it again $SPY. I never expected my post is blowing up, thanks for your attention. (30 chart is showing a potential bear flag is forming).
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Steven J
Steven J@Joh384Mj·
@amitisinvesting We're good for a day or two at least. He'll, maybe even GRAB will get close to 5..no, who am I kidding.
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amit
amit@amitisinvesting·
so how are people feeling i guess the question really is are we back?
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Heisenberg
Heisenberg@Mr_Derivatives·
Barring a dramatic red to green flip in equities today, the $VIX will close the week over 24 for the 5th week in a row. Marks the longest such streak since Sept-Oct 2022. That date is important cause that is when stocks put in THE bottom… Fwiw.
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