dean q

Lol what a bitch.

@AlphaOwlTrading i'll buy it when it's $10 lol

Worried about the $HIMS convertible cash raise today??? They did the same thing last May for $870M and the stock ran up +150% thereafter.

@TheValueTrade 😂

@dean_drago Unfollow him

$HIMS will hit $40 in July

@bennybigbull there are a lot of speculation in both bear and bull posts on them, so not safe by any means as a lot of their success depends on if they can execute.

@dean_drago I get that they do something similar to $BE, but are they actually executing?

Okay, it appears that I need to find a solid energy play for the AI buildout to add to the portfolio long term. I really like $BE but feel like I’ve missed that train. I like $FLNC, doing some digging but still not a huge of the margins right now. Are there any other decent companies I’m not aware of, preferably small/mid caps that can provide outsized returns compared to a more mature energy company?

@swishseb their 4 shots a month glp1 was $200, who tf is going to be able to afford their dailies? grey market peptides i get are like 10 times cheaper for high quality, Janoshik tested, shipped to my door in 2 days. they going to charge over a grand for a month's worth of GLOW? lol

$HIMS the only public traded company with a peptide facility within the US at only 5b mkt cap. Legalization 2 months away. Peptides are already a 50-100B industry, all $HIMS has to do is capture a fraction of that to 5x their market cap. Early innings of a monster company.

@bennybigbull i am no expert but if you search it on here you can get way more detailed info, the way i understand it is that while their tech isn't as good as $BE, they are sort of the same in that they can deploy on site fuel cells instead of waiting to connect to the grid.

@dean_drago Is $FCEL actually real tho or are they just a meme stock getting pumped with the hype of $BE? Like, why is the stock down 99%?

@WealthyReadings safe to buy $soun now i guess lol.

The weirdest rotation is happening. AI hardware and photonics names like $AEHR $KEYS are breaking two-month support with no buyers. Meanwhile SaaS is holding and cybersecurity is leading with $CRWD and $PANW printing. Security was the obvious first sector to be re-rated after the different LLM news. The next to be re-rated will be agents and AI-enhanced services with clear value added.

@RobStonks1 chart guy i follow on here says it's going to $33 then dumping to $10, so plan accordingly i guess lol.

Can’t wait to tell me kids how I spent the AI super cycle in $HIMS

@kingtutcap has to do it, they have a subscription to sell which lets them get more people to buy their picks and drive the prices up even more. wonder how many people are behind the account now, too much for one person. like onlyfans where it's a random dude answering the dms lol.

Serenity whenever any of their “picks” goes up

@boring_invest also a chart guy on here i follow says it's going to $30ish before dropping to $10ish so make a note on when to sell and buy back in.

Hims own their own peptide manufacturing facility. Over time they can drive the cost of production down to zero. Even if they don’t, there is a massive group of people outside of the small niche of hyper-early adopters who you’ll never find on the gray market. People who won’t go out of there way to get it, but are open to let a company like Hims come to them to tell them about a need they might not even know about.

Insane for those who can capture a piece that market. $HIMS ? 👀

@boring_invest $hims cost for their glp1 was $200 a month for 4 shots, and that was them getting the same grey market peptides everyone else does, they just added bac water and shipped it. they aren't going to be able to charge those margins on daily peptide shots, no one could afford it.

@JonkooTrades Somehow my pre market limit price got bought and stock didn't even touch it, so I'm down even more than 20% lol. Same shit happened to me on $rell too so my day is extra shitty lol.

Love being called a “pump and dumper” when a stock ($TRT) that just ran 100%+ drops 20% on a mega red day When peers such as $AEHR are down basically the same % with 10x+ the market cap People are laughable sometimes

@pennycheck @nikitabier Lol you mean everything you recommend doesn't only go up? Info you've provided is great for long positions, day like today sucks but is what it is.

When I passed through 50K followers recently there was a instinct to celebrate the milestone But I didn't because to be frank the more popular my account has gotten the worse my experience on this app gets. 15K was a sweet spot is there turnback machine somehow @nikitabier ?

Hopefully we see that $30 target, finally bought in for pre-market this morning and of course it dumps lol. Holding long term so whatever I guess but still tough to see, gotta love volatility lol.

@EchoAnalysis @ImJustALaptop God damn it I bought it again lol.

@ImJustALaptop @dean_drago 🫡🫡

$ENVX can go parabolic 👀 Price has been consolidating in this descending wedge for 3 years now Holding the 50dma is the entry The longer the consolidation, the larger the breakout +343% gain to the top of the wedge 🚀

@tailrisked they'll just dilute again and again.

Did some simple math on the Q1 2026 $AXTI call around what EPS could look like in 2028. Think main takeaway is if we believe AI demand continues + we don't see a step change away from the use of Indium Phosphide-based wafers for optics, the bull case pricing upside may actually be too low at 90%. $5-6 of 2028 earnings (with further ramp afterward) seems reasonable without any herculean assumptions.

@BlackPantherCap looks similar to 2017 so far lol

Let’s be real here… Every AI data center Nvidia ever builds needs optical transceivers to move data between GPUs. 
Not because of GPU performance.
Not because of CUDA software.
Not because of rack density.
 Because of physics. Electrical signals cannot move data at the bandwidth AI clusters require over distances greater than a few meters. Light can. $INTC own data center documentation confirms fiber optic interconnects at 800G+ are required for every GPU cluster at scale. Demand for 800G transceivers is STRONG with volume ramps underway in 2026. 
$AAOI is still ONLY approximately $15B compared to peers as $LITE $COHR $CIEN at +50$B. The GPU market is $500B+. The company supplying the optical layer those GPUs depend on for data movement is at $15B. Rosenblatt raised their price target to $220 in May 2026, up from $140 in March. Current price implies limited upside on Rosenblatt’s numbers relative to earlier valuations. Now execution matters.Either the AI GPU capex cycle delivers the optical component volume the data suggests, or it doesn’t. At current market cap vs. the $500B+ infrastructure build, valuations reflect much of the outcome. But when execution follows $AAOI will easily run past $280, $300, $320, $350, $400. I’m long $AAOI. -BP Save this. 
Not financial advice. DYOR.