Markets From Mick

Two word sayings that will shape my year: “Why not”, “what if”, and most importantly, “FUCK IT”

Tennis players live 9.7 years longer than sedentary people. Not 9.7 months. 9.7 years. Nearly a decade. The Copenhagen City Heart Study tracked 8,577 people for 25 years and ranked every sport by how much life it adds. Badminton: 6.2 years. Soccer: 4.7. Cycling: 3.7. Swimming: 3.4. Jogging: 3.2. Tennis almost triples jogging. A separate study of 80,000 adults found racket sports cut all-cause mortality by 47% and cardiovascular death by 56%. Swimming hit 41%. Aerobics hit 36%. The question is why racket sports destroy everything else. Three mechanisms stack on top of each other. First, the physical demands. A tennis rally requires explosive sprints, lateral cuts, and sustained aerobic output. You're training fast-twitch and slow-twitch muscle fibers simultaneously. Most cardio only trains one system. Second, the cognitive load. You're reading spin, predicting angles, adjusting position, and executing motor patterns in real-time. Your brain is solving spatial puzzles at 80+ mph. That hand-eye coordination and strategic processing builds neural connections that protect against cognitive decline. Third, and this is the one researchers keep coming back to: you literally cannot play alone. Every racket sport requires another person on the other side of the net. That forced social interaction triggers neurochemical benefits that solitary exercise cannot replicate. Strong social connection alone increases your chance of longevity by 50%. Jogging is you and your thoughts. Tennis is you, a strategic opponent, and a community. Dr. Daniel Amen is right. The data is overwhelming. If you want the single highest-ROI activity for a longer life, pick up a racket.

$CRWV loves dilution. Gotta service that debt tho!

This announcement is the most bullish catalyst for $HIMS revenue re-acceleration to date. This is amid: - 30%+ of the float sold short - new $NVO partnership/lawsuit dropped - new global acquisitions - recovering macro climate. The share price is still $25, down from $70 last year. Short sellers are likely in trouble: $HIMS can capture market share at the ~70%-80% gross margins typical of their compounded products for the holy grail of the "Grey Market" TAM for peptides. - EG. Healing: BPC-157 and Thymosin beta-4 - Hair & Skin: GHK-Cu - Weight Loss & Muscle: MOTS-c and Ibutamoren And now they're probably the world's largest independent DTC distribution network to date from their new acquisitions... So just running a peptide protocol subscription between $150 to $300, for 200k subscribers is $360M+ in high-margin ARR. As just one example, but now they have a worldwide net of customers. They burned through capex last year to acquire peptide manufacturing facilities too... so now that's turned into a massive cash-cow business. I said $HIMS would need fundamental changes in order to force shorts to cover, and this is probably that signal as seen with market data. And $HIMS is turning into a fundamentally sound company after regulatory de-risking.

Hims & Hers Health Inc. surged as much as 12% after Health Secretary Robert F. Kennedy Jr. said US drug regulators will loosen restrictions around a dozen popular peptide injections. bloomberg.com/news/articles/…

NEW WORLD RECORD: 18-year-old sprint phenom Gout Gout has clocked a stunning 19.67 time in the 200m run, surpassing Usain Bolt’s legendary mark.

$MU What the….?!

BREAKING: Details emerge regarding failed talks between the US and Iran as negotiations end with no deal. Details include: 1. Talks ended because Iran refused to offer a commitment not to develop a nuclear weapon 2. JD Vance says Iran has "chosen to not accept the US' terms" 3. Iran currently has "no plans" for additional talks with the US, per Iran's Fars News 4. Negotiations lasted for 21 hours and marked the first direct talks between the US and Iran since 1979 It appears the highly anticipated US-Iran talks have collapsed.

Every picture taken by Artemis II astronauts in one video

I genuinely cannot believe this

See ya in the Bahamas … $AAOI

@CitronResearch 😂😂😂😂😂

$AAOI , the short thesis this morning still holds, as for trading, this large piece of art hangs on wall in my office. Markets reward discipline, not emotion. Shorting demands patience, precision, humility, and most of all risk control Euphoria is temporary. Reality is not. No one said this was easy, despite what you read on X. Still short $AAOI.

@CitronResearch Put the fries in the bag bro

Citron Short $AAOI- The anti-$LITE Two weeks ago $AAOI was $85. Today it's $140. $3.5B in market cap added on a random press release. This stock should trade back to $85 once the roulette wheel stops spinning (which would still put it above consensus) Let's be clear about something. Citron is not an AI bear. Long $GLW, the fiber backbone every hyperscaler buys more of regardless of which architecture wins. Respect $LITE, Nvidia's chosen partner with real profits and real backlog. GLW is reasonable. LITE is expensive. AAOI is delusional. And the customer tells you everything. LITE's anchor is Nvidia , $2 billion invested directly into their supplier, booked solid through 2028, balance sheet that could fund a small country. AAOI's anchor is Oracle , 30,000 layoffs, $100 billion in debt, negative free cash flow, and a flagship data center expansion that just fell apart over financing. One company picks winners. The other is desperately trying not to be a loser. ONE NUMBER ENDS DEBATE!! Nvidia at its peak as THE monopoly in AI chips with $200 billion in annual profits peaked at 40x forward earnings at the height of AI bubble euphoria. And Nvidia earned that multiple with 75% gross margins, monopoly pricing, and no real competition. AAOI trades at 112x forward earnings, nearly three times peak bubble Nvidia, with 31% gross margins, heavy capex, one customer, and zero pricing power. To justify 112x you need Nvidia-like margins. AAOI has commodity hardware margins that are one Innolight price cut away from making their already imaginary path to profitability a permanent moving target. You are paying beyond monopoly multiples for commodity economics , backed by the most leveraged, most financially stressed customer in the hyperscaler food chain. Could write pages about the Amazon warrants and the execution risks and accounting but why confuse an obvious story. Expensive has a defense. Delusional does not.

1-2 bowls of dog food a day for 6 straight months will have you looking and feeling your best ever I don’t make the rules

Get your popcorn ready 🍿 $CRWV

NVIDIA-backed photonics company $LITE CEO Mike Hurlston said the company could be SOLD-OUT through all of 2028 within two quarters, as AI demand from U.S. hyperscalers continues to accelerate.

$CRWV management hates it’s own stock

The demand for compute is still off the charts no matter what anyone says. There are new datacenter + cloud deals being announced nearly everyday. AI spend isn’t slowing down, it’s accelerating. $CRWV $NBIS the two bellwethers with hot charts on the verge of big breakouts.

Everyone worried Anthropic is going to take over the world… Which entity HATES them? … the US Gov. Hmm which software company is getting wrapped in the “Anthropic is taking over the world” sell off AND is already deeply embedded in the US Gov interface? … $PLTR

Is CPI going to ruin everyone’s week tomorrow or is hot print priced in? $SPY