Wei Bao

@ShanghaoJin 那现在是不是应该反向操作，去冲币圈，比特币的春天又来了？

一个市场，当你发现你关注的币圈KOL们都在煞有其事地研究的时候，不是3am也至少1:30am了

@aleabitoreddit It won't be long to hit 300M followers ,because Buffett has retired and the world needs a new stock god to help everyone become millionaire.

Wow I’ve hit 300k followers just now! What a milestone! My goal from the start was always to help retail from Day 0 instead of institutions. That being said… I’ve probably helped out $IBKR too much recently with thousands of new “Serenity Accounts? $HOOD retail DW… Working on something surprising for you all, just stay tight. Maybe 6-8 weeks? Regardless happy to see so much validation of my thoughts. And I hope whatever I do sets a lasting example for X about the positive sum nature of free information democratization.

蒙特利尔的夏天来终于来了，户外运动正当时！

@TheLongInvest Should I short $MU?

The comments below this post are worse than feared. I honestly thought you knew we were in a bubble and understood what parabolic moves mean when the market is in Wave 5. There is a 100% guarantee that all parabolic moves like on the $MU chart below will trigger a decline of at least -50%. That is a certainty. It can still run higher in the short term but the crash will come. Bookmark this because I will be referencing this a lot

这篇文章对hbm和存储板块的看法比较理性，值得一读。

I also think so

@JohnsonZ91127 什么时候上市？全部身家梭哈

我们团队存储研究员写的长江存储IPO前的深度报告，供大家参考，全文在星球里面

@TheLongInvest 确实厉害👍

$ONDS I'll just leave this here for you as a reminder Our Free content on X is better than any other paid service.

@TheLongInvest How do you predict this financial report?

$ONDS reports this morning Current price is $9

Bullish $HIMS, this is a big opportunity to buy the dip

I agree with you

🚨 BREAKING: FDA COMMISSIONER MARTY MAKARY TO RESIGN TODAY KYLE DIAMANTIS NAMED ACTING COMMISSIONER $HIMS $LLY $NVO

I forgot to talk about one of the most important parts of the $HIMS quarter: Subscriber growth. This is where the $NVO partnership could start changing the story fast. $HIMS went from 2.511M subscribers in Q4 to 2.584M subscribers in Q1. That’s around 73K net adds, or roughly +2.9% QoQ growth. Not bad, but also not explosive. Now compare that to what management is saying after the Wegovy launch. $HIMS has already fulfilled 125K+ Wegovy product orders within 6 weeks, and they are now on pace to add 100K+ new subscribers per month within weight loss. That’s the part the market might be underestimating. Q1 subscriber growth was still impacted by the GLP-1 transition. But the $NVO deal only came late in Q1, and Wegovy shipments started in April. So Q2/Q3 is where we actually start seeing what the branded GLP-1 funnel can do. The strategy is simple: Use branded GLP-1s to bring millions of users into the $HIMS ecosystem. Then cross-sell into hair loss, sexual health, mental health, labs, diagnostics, peptides, wearables, and AI-led personalization. Weight loss is not just a product. It is a customer acquisition engine. And if that 100K+ monthly weight-loss subscriber pace holds, the entire $HIMS subscriber growth profile can start looking very different fast.

@TheValueTrade I added more $HIMS

Anyone buying $ASTS or $HIMS today?

$HIMS Shoutout to the people today who are uncomfortable with $HIMS price action being back at Fridays level and still holding support. If high beta positions make you uncomfortable I suggest you focus on the $SPY and Dividend ETFs.

@MapleLeafWealth Me

Anyone buying this $HIMS dip?

Why are they raising $HIMS when it’s going to zero? Once off hits on EPS need to be digested for what they are When we saw it, it was clear that it was likely a restructure A pivot from alt GLP-1 to branded version and also a one off payment to facilitate M&A Both cost increases helped secure $NVO and $LLY while also expanding globally (outside of the US sales increased by +969%) Management focus on years and not quarters And investors should too Q2 guide increase confirms the once off hits on EPS. No changes our thesis or price targets

@kevinxu HOLD, when you sell it out, please let me know

folks seem to forget i held $IREN from -31% to +34% a good swing trader knows when to hold vs fold im still holding $HIMS (for now, thoughts below)

What the $HIMS Q1 actually tells you if you read the full report: The headline that nobody's talking about: 1) International revenue: $7.3M → $78.2M. That's +969% YoY in one quarter. 2) Subscribers: 2.58M (+9% YoY). Still growing. 3) Free cash flow: +$53M. Cash positive from operations. Why US revenue fell 8% ($578M → $530M): The FDA removed semaglutide from the shortage list. HIMS had built a massive business around compounded GLP-1 weight loss products. Regulatory pressure forced a pivot to branded medications. They chose to absorb the pain now rather than fight the FDA. That decision created a $33.5M one-time restructuring charge (inventory write-downs) and temporarily disrupted US revenue. The business didn't break. They deliberately disrupted themselves. The -$92M net loss in context: 4) $36.9M stock-based comp (non-cash) 5) $33.5M GLP-1 pivot restructuring (one-time) 6) $22.0M depreciation & amortization 7) $15.0M legal settlement (one-time) That's ~$107M in non-cash or one-time items on a -$92M loss. The actual cash business generated +$53M in free cash flow. And then they raised full year guidance anyway. $2.8–3.0B for 2026. 2030 target: $6.5B revenue, $1.3B Adj. EBITDA.

@ClonerToPower10 Me too

My average price is 2.55 on $CDLX

Nobody shows their portfolio when they are down I'm down 75% of $CDLX and it's 5% of my portfolio. Full transparency and please hit follow to support me