CB Dre

$HIMS $LLY $NVO 🚨 J.P. MORGAN ESTIMATES THE U.S. GLP-1 CASH PAY ADDRESSABLE MARKET IS >120 MILLION PEOPLE -- WITH ONLY 2.5% PENETRATION RIGHT NOW (~3M PEOPLE) "The J.P. Morgan healthcare team led by Chris Schott estimates the GLP-1 cash pay addressable market to be over 120M individuals in the US, with only ~3M of those currently utilizing compounded or branded GLP-1s (~2.5% penetration). We expect GLP-1 cash pay patients to nearly triple to at least 8M in the US by 2030." "HIMS also operates across a number of other specialties that impact over 100M individuals and are often not covered by insurance and/or are yet to be destigmatized. For example, there is growing consumer interest around longevity and testosterone, the latter of which impacts an estimated ~20M men in the US." "Bottom line, we believe HIMS' 2.5M subscriber base has ample room for growth, with an addressable market of over 200M potential customers across existing specialties and HIMS continuously adding new specialties and geographies." Source: J.P. Morgan's $HIMS initiation report (Apr 24, 2026)

🔍🌐 ¡Nueva innovación en inspección estructural! La PUCV desarrolló una plataforma de realidad virtual multiusuario para inspección remota de infraestructuras críticas 👷‍♂️🔧 👉 Te invito a leer el artículo completo aquí: ingenieria.pucv.cl/desarrollan-pl… #MAPGIC @vyepesp @CaminosUPV

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goon coin

@goatdsalmon Generational entry

Gooncoin down 97% from ATHs This is either a god-tier entry or this coin is truly and utterly rekt beyond recovery.

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. $NVDA reports earnings on Wednesday. The street is looking for $38B in revenue and $0.85 of EPS. This will be one of the most important earnings for Nvidia and the broader market given stocks have fallen from their recent highs and some are questioning if the AI trade is intact, if capex spend will be enough for the semiconductor names this year and if macro conditions surrounding inflation and tariffs will allow the markets to stay elevated. $NVDA is now seen as a company that must be able to keep the broader AI trade relevant as investors become increasingly nervous about the current landscape for equities. Rosenblatt reiterated their buy rating with a $220 PT, writing: "Nvidia reports F4Q25 earnings on Wednesday, February 26th, after market close. We expect a modest beat and raise for Nvidia's January quarter and March quarter outlook versus consensus estimates. All eyes will be on Blackwell commentary, where we see management reaffirming Blackwell shipments beginning in F4Q25 and demand continuing to exceed supply through FY26. We see shipments of Blackwell accelerating as we progress through the year, with a stronger F2H26." 2. Tesla $TSLA is readying a software update for customers in China to offer driver-assistance capabilities similar to those marketed as Full Self-Driving in the US, according to Bloomberg. Over the weekend, $UBER CEO Dara Khosrowshahi addressed Tesla’s approach to the ride-hailing market, noting that Tesla prefers to operate independently in Austin, meaning $UBER will be competing directly with Tesla’s self-driving robotaxi ambitions. Tesla has long signaled plans to disrupt traditional ride-hailing with its own autonomous fleet, and its decision to go solo in Austin suggests a more aggressive push into the space, potentially challenging Uber’s market dominance in the future. 3. $PLTR Palantir is now down 29% from the its 2025 highs of $125 but is still up 15% YTD. Headlines around insider sales and pentagon budget cuts along with macro conditions changing are what some attribute to the decline. Palantir CEO Alex Karp also released his latest book, The Technological Republic and it reached number 4 on the Amazon bestsellers list. Loop Capital initiated coverage on the name last week with a street high $141 PT, writing: "Palantir is well-positioned within the artificial intelligence (AI) and generative AI (GenAI) sectors, which represent massive market opportunities poised to create several multi-billion-dollar revenue companies. Valuation is the primary concern, trading at nearly 44x EV/2027E revenue, which we recognize is steep. While we typically avoid recommending software companies at such high multiples, Palantir's potential as a market leader in AI software—with parallels to Adobe in digital marketing and Salesforce in cloud—makes it a compelling long-term opportunity." 4. MicroStrategy $MSTR has acquired 20,356 BTC for $1.99 billion at an average price of ~$97,514 per bitcoin, achieving a 6.9% BTC yield YTD 2025. As of February 23, 2025, the company holds 499,096 BTC, purchased for ~$33.1 billion at an average price of ~$66,357 per bitcoin. $MSTR raised $2B at a 0% coupon last week and spent $1.99B of that raise in this acquisition of Bitcoin $BTC. 5. $AAPL Apple announced a 4-year, $500 billion investment in U.S. manufacturing to expand supplier networks, Apple Intelligence infrastructure, and silicon engineering research across all 50 states. The plan also supports Apple TV+ productions in 20 states and reinforces its role as a major U.S. taxpayer, with $75 billion paid over the past five years. Apple, which sustains over 2.9 million American jobs, aims to boost domestic innovation. “We are bullish on the future of American innovation,” said CEO Tim Cook, highlighting plans to double the Advanced Manufacturing Fund and expand tech development in Texas. 6. Ken Griffin’s Citadel Securities is preparing to enter crypto trading, aiming to provide liquidity on major exchanges like Coinbase $COIN and Binance. After previously avoiding crypto due to regulatory concerns, the firm is now setting up market-making teams outside the U.S., with future expansion depending on regulations. While Citadel already backs EDX Markets, an institution-only crypto exchange launched in 2023, this move marks its first major step into broader crypto trading. 7. $GOOGL Google Cloud has secured a $2.5B, seven-year deal with $CRM Salesforce, enabling Salesforce customers to run key software like Agentforce AI and Data Cloud on Google Cloud. The partnership aims to challenge Microsoft’s dominance in enterprise AI and cloud, with clients like Wayfair and Accenture set to migrate Salesforce apps to Google Cloud. Additionally, Salesforce will integrate Google’s Gemini AI into its services. 8. $HIMS delivered a strong Q4 performance by surpassing revenue expectations with $481M compared to the anticipated $470M and meeting EPS guidance at $0.11. Additionally, the company showed FY24 revenue of $1.5B—an impressive 69% YoY increase—and grew its subscriber base by 45% to 2.2M. $HIMS guided for 2.3B of revenue in FY25, above expectations of $2B. $HIMS stock fell 18% after hours and is now up 71% YTD, down 42% from last week. 9. $HOOD The SEC dropped their case against Robinhood regarding cryptocurrencies today. $HOOD is now down 20%+ since their Q4 earnings in which they surpassed $1B of quarterly revenue. Bernstein recently raised their PT from $51 to $105, writing: “HOOD is our best-idea for 2025. HOOD crushed Q4 earnings with its first $1Bn revenue quarter, led by 487% seq. QoQ growth in crypto revenues (733% YoY). Q4 was the election quarter and the big crypto inflection was expected. The market consensus here (which has scrambled post election to ramp up estimates) is still missing the business model shifts and the exponential revenue pool expansion. HOOD is building a global financial ecosystem across asset-classes - equities, crypto, tokenized securities, stablecoins, prediction markets. And leveraging blockchain rails to drive operating efficiency." 10. Anthropic, the creator of the Claude chatbot with $AMZN and $GOOGL as their main early investors, has secured a $3.5 billion funding round at a $61.5 billion valuation, exceeding its initial $2 billion target due to strong investor demand. Backers include Lightspeed, General Catalyst, Bessemer, and Abu Dhabi’s MGX. While still trailing OpenAI in user adoption, the company’s annualized revenue has grown to $1.2 billion, though it remains unprofitable. The new funds will support the development of more advanced AI models as competition intensifies, with challengers like China’s DeepSeek offering lower-cost alternatives. 11. U.S. equities now make up over 70% of the developed world’s market cap, a sharp increase from ~40% in 2008, while Europe’s share has dropped below 20%. Global equity investors are not only heavily concentrated in tech stocks but also increasingly tilted toward U.S. markets. The current decline in equities is consistent with historical trends for post election years during the latter half of Februrary: Seasonax's aggregated data shows that February marks a bottom in post-election years for equities, which could be interpreted as making sense because usually a new administration brings a ton of excitement that gets aggressive post inauguration in January and chills off by end of February. 12. Warren Buffett’s $BRK.B latest shareholder letter highlights Berkshire Hathaway’s growing cash reserves, now at $334 billion, up from $325 billion in Q3. In 2024, the company paid $26.8 billion in taxes, roughly 5% of all corporate taxes in the U.S. Addressing Berkshire’s large cash position, Buffett reaffirmed that most of the company’s capital remains in equities, despite a decline in marketable equities from $354 billion to $272 billion, while its non-quoted controlled businesses increased in value. Reflecting on 2024’s performance, Buffett noted that 53% of Berkshire’s 189 operating businesses saw earnings declines, yet overall results exceeded expectations, driven by rising Treasury Bill yields and increased holdings in short-term securities. Berkshire did not buyback any of their stock, noting that they didn't feel the price was attractive to buy it back at currently. He also signaled confidence in future earnings growth, suggesting a dividend is unlikely, recalling Berkshire’s only cash dividend payment in 1967, which he now considers "a bad dream." $BRK.B hit an all time high today. WALL STREET IS THE GREATEST SHOW ON EARTH.

I think we can all agree on a few things: We have $36 trillion of national debt growing at a rapid rate, that must be refinanced and issued at a materially higher interest rate as our bonds come due and as new funds are needed. We had a $1.8 trillion deficit in fiscal 2024. There is an enormous amount of fraud, waste, and inappropriate spending in our government budget. It is illegal and/or otherwise should not be permitted for our government to fund activities that it cannot do directly through NGOs and other non-profits. @elonmusk has a proven ability to takeover dysfunctional organizations and turn them into highly functioning ones while massively reducing wasteful overhead and other spending. See Twitter. @realDonaldTrump won the election with a mandate for eliminating wasteful government spending and ending regulations that interfere with our country’s progress. President Trump announced during his campaign that Elon would be appointed to oversee @DOGE. In other words, the American people voted for and signed up for DOGE and Elon as its leader. We are extremely fortunate to have one of our greatest business leaders and entrepreneurs devote a considerable amount of his limited time for free to help our country. We are extremely fortunate that some of our most talented young people have signed on to help DOGE succeed. DOGE is just getting started and has already identified a massive amount of waste and likely fraud, and has begun cutting a material amount of costs. It is axiomatic that those who are beneficiaries of waste, fraud and unnecessary government spending will be the most threatened by the cuts that DOGE is making in these programs. These beneficiaries of waste and fraud are also extremely worried about the reputational, legal and potential criminal risk they will suffer by being exposed by DOGE. The beneficiaries of government waste, fraud and inappropriate spending will protest loudly and state false reasons for why DOGE must be stopped because their careers and livelihoods are threatened and put at risk by DOGE’s success. I have seen this movie many times before, but in the corporate world. The president has stated clearly that he is overseeing DOGE’s activities and that no important decisions will be made without his consent. Our legal system will ensure that no laws are broken as DOGE executes on its important mission. Other efforts over the last many decades to eliminate government waste and fraud have totally failed. DOGE is our best hope for fixing our fundamentally flawed and highly ineffective bureaucratic system for running our country. Elon and Trump will face enormous pressure and pushback from those who benefit from the current corrupt system. All Americans must therefore make their voices heard loud and clear about how much they support DOGE, Elon and our president’s efforts to help our country. We cannot let DOGE fail as our country is rapidly on the path to insolvency. Let’s not let our country down. Let’s do our part in making sure our Congressmen and Senators know that we are 100% behind the president, Elon and DOGE. It’s the least we can do.

We’ve now closed a total of $2.5M in pre-seed funding! With this funding, we’re doubling down on our mission to make crypto in LATAM as seamless, fast, and accessible as it should be, expanding crypto adoption across the region, we’re here to unlock Latin America’s global crypto potential. That's all for now, back to building!🫡

The best thing about this AI meta is that there is an actual skill issue. Gone are the days where you could simply bid based on attention flows and memetics. Finding the good new thing by putting in the work is back on the menu.

my thoughts on $AVA @AVA_holo : The current AI leg is being led by Agents/Agent Frameworks/Swarms. It's cool, fully autonomous entities that can provide actual insights and even go off on their own and create novel things. Although this is interesting, it is still miles away of the true potential of AI, especially when it comes to user/consumer centric applications, kind of like Web1 was interesting but Web2 and the integration of apps was when things got *really* cool. The main problem there is right now is that building these things takes time, and most of the projects are barely more than a month old, who can blame them? Here comes @HoloworldAI with AVA. This is a team that has had a working product and PMF for over a year. 1M+ users and over 700k+ creations plus lots of partnerships with established projects - I personally don't put much weight on partnerships but it adds legitimacy, good! Now, imagine if you could create your own Agent and go not one, but several steps beyond what is currently possible. Forget about your agent just being a reply guy with some goofy personality but a fully fleshed 3D model with advanced tools for customization, content creation, live stream capabilities and so on. Now imagine giving everyone the ability to do this with zero coding knowledge, just buy & burn some little tokie called $AVA. This is what Holoworld is going to do with their upcoming Agent Marketplace with AVA as their main agentic IP and center of the universe. At 170m or whatever it is now I don't see a world where this doesn't go higher unless team flops or AI tops as a whole, in which case all bags are cooked. Sure the chart looks extremely scary to ape into right now so up to you how you play this. IMO, the market simply hasn't fully grasped it's potential and I believe it'll continue repricing to the billions. we ride.

I think $AVA is probably the most obvious AI play in the entire space right now, I'm so bullish it actually hurts. Of course I top blasted like everyone else, even @ 170m I think this is massively undervalued. The next wave for AI tokies will be consumer-centric. let's ride.

@coinbasetraders Fwog

What rhymes with frog?

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Out now - how Mike Green is seeing things: - Friday's sickly jobs report is just the beginning - recession in U.S. is a near certainty - "momentous" sell-off is possible if true panic sets in - as stocks decline, passive investing will amplify stock market volatility, just as it smoothed vol as stocks rose - Mike thinks the end of this credit cycle will be severe - while Mike has concerns about the scale of a potential further sell-off, in the medium and long-term, he thinks that passive market structure is quite bullish for the index in general and valuations of the largest companies - contrary to what CEO of Jeffries @HandlerRich says, @profplum99 argues that the IPO window is not open - the economic data has been "manipulated" to appear stronger than the reality on the ground (I don't think Mike necessarily means "intentionally" or "maliciously" fwiw) - Mike shares never-been-made public charts and data on his developing theories around passive market structure and elasticity in lots of detail - much, much more This interview was recorded at 10am ET on Friday, August 2. The jobs report, which was released 90 minutes prior at 8:30am ET, showed the unemployment rate move non-linearly up from 4.1% to 4.3%, and the stock market fell sharply and short-term interest rate futures market priced in a high likelihood of the Federal Reserve doing a DOUBLE (50 bps) cut by its September meeting. The Fed Funds pricing changed throughout our interview and I reference that in the conversation. This interview is brought to you by @vaneck_us, a global leader in asset management since 1955. I’m very proud to say that VanEck is @ForwardGuidance’s exclusive sponsor - check them out! Hope you find this content valuable 🫡

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@DistrictOneIO Please clarify if being a Shareholder also makes you a sOLE holder...

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