Alexis

📞 18+#rtxxdm

$HIMS has $1B+ in cash. Another acquisition incoming?

If you had to go all in 1 of these stocks for next 5 years which do you pick? 1. $AMD 2. $TSLA 3. $PLTR 4. $NVDA 5. $MELI 6. $ALAB 7. $CRWD 8. $SOFI 9. $HOOD 10.Or you could just play it “safe” and put it all in the $QQQ. WHICH NUMBER ARE YOU TAKING?

希望别遇到废物，最好都是有潜力的。🥱

$HIMS, $ASTS, $NBIS, and now $OSCR raised capital through convertible notes. This doesn’t make them bad stocks. If the business is doing great, raising capital is great and normal for small companies.

🚨Risk Increasing for $HIMS!! HIMS stock is currently down -7.1% today! US FDA chief says Hims & Hers Super Bowl ad violated drug promotion rules! (this will not look good for HIMS on court vs $NVO) This brings up breaking the rules of patent that $NVO has.. Below you can read more about it in part of my $NVO vs $HIMS thesis.. and if you want to read the full thesis visit my substack (link in the comments) Risk, Risk and More Risk for $HIMS: $HIMS is now investing in domestic production infrastructure, acquiring a U.S. peptide facility in California and a 503B outsourcing pharmacy, MedisourceRx. This raises the question: if there is no shortage anymore, $NVO and $LLY are the only companies that have patents on the best products. To whom is $HIMS going to sell their copycat versions? The answer is they will keep selling and trying to gain as much money as possible until the court case is resolved (I predict they will lose big). And after that they will most likely be in a tough spot as their investments and inventory will be frozen, main source of revenue will be dropping and fines will be coming. This doesn't even include competition from $AMZN that will become bigger at some point. Read full NVO vs HIMS thesis on my substack (link in the comments below)👇👇

$AMD is on track to become a multi-trillion dollar company. Even after a +110% run in the last 5 months, it’s still down 30% from last year’s highs. Here’s why $AMD is one of the best bets in the AI game 👇

SEMICONDUCTOR STOCKS BY EARNINGS MULTIPLES $ARM, $NVDA, $AMAT, $ASML, $TSM, $LRCX, $AMD, $PI, $KLAC, $AVGO, $MRVL, $ADI, $ON, $TXN, $MU, $INTC, $CDNS, $SWKS, $SNPS, $SMH, $SOXX

I’m buying this $RKLB dip 😎

Google just crossed a $3T market capitalization for the first time ever.

🚨 Nebius Group $NBIS closes $4.2B raise On September 15, Nebius Group announced the closing of its public offering of Class A shares and concurrent private offering of convertible senior notes, bringing in ~$4.2B gross proceeds — Key details: → 10.8M Class A shares sold at $92.50/share → Option for underwriters to add another 1.6M shares → $3.16B in convertible senior notes issued across two series: • 1.0% notes due 2030 ($1.58B) • 2.75% notes due 2032 ($1.58B)

Gm with Skilux