AndersO

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.

As a $NBIS shareholder, I really love this. Higgsfield AI is one of the best AI video tools out there, and in this short interview, its Founder explains why they chose $NBIS over other GPU cloud providers. 👀 Key takeaways: - Nebius is very friendly to start-ups. If you talk to developers off the record, you'll often hear that larger cloud providers have unclear terms, while Nebius offers full transparency and fair terms with its on-demand GPU offering. As I explained in my previous article, this is particularly attractive for start-ups and smaller developers because they can't predict exactly how their workloads will change. "Nebius has much better flexibility than any other cloud." - Larger cloud providers typically aren't interested in start-ups — they prefer higher-volume customers. "Nebius provides infrastructure and reliability at the same level as Google or Amazon." Again, just like I said in my last article, hyperscalers are not a threat because they often serve different needs. - Nebius uses a pay-per-token model, and the AI Studio is highly versatile in terms of model offerings, supporting everything from ChatGPT to DeepSeek and other LLMs. - It's very easy to work with Nebius. The team is highly responsive, unlike larger cloud providers. - "Nebius' flexibility, combined with its strong support, will likely attract many media companies." - Other cloud providers have lengthy agreements — sometimes up to 200 pages — while Nebius keeps it simple with 3-5 page contracts. Transparency matters. - Most cloud providers require commitments for a fixed number of GPUs per year, which most start-ups can't handle. Nebius, however, offers resource-based commitments, where a minimum spend unlocks discounts instead of requiring a set GPU quota. - Nebius provides a level of customization and flexibility that no other cloud provider offers. Long $NBIS.

If $NBIS ends green today (unlikely… but if) then Valhalla is next. Otherwise it might take a week or two more to get there 😄😎

Most people have not even realized it yet, but Starlink just quietly became the invisible backbone of Earth For decades, high-speed internet was a luxury of geography. If you lived outside a major city or dared to travel, you had no choice but to be disconnected from the world We literally went from "can you hear me now?" dropped calls in the suburbs to you move anywhere in the world and you are covered by Starlink internet Just look at what SpaceX has achieved so far: → Free, high-speed WiFi rolling out on thousands of flights, trains, and ships → Now officially live in over 150+ countries, territories, and global markets → Direct-to-Cell tech is turning standard smartphones into sat-phones with zero extra hardware → Flawless high-speed internet streaming in the middle of Antarctica → Serving as a critical lifeline for first responders and victims during major natural disasters → Providing unbreakable comms in active warzones and geopolitical conflicts → More than 11 MILLION+ active subscribers globally as of early 2026 → Eliminating dead zones entirely - if you can see the sky, you can connect "I think the single biggest thing you can do to lift people out of poverty and help them is giving them an internet connection because once you have the internet connection, you can learn anything for free on the internet, and you can also sell your goods and services to the global market" — Elon Musk While legacy telecom providers are still struggling to lay cables in the dirt, SpaceX is actively building humanity’s collective nervous system in Low Earth Orbit SpaceX is showing the world what it actually means to be connected on a magnitude we never thought possible

25% of my $NBIS shares got sold yesterday for $140 (Covered calls) To be transparent - I was going to sell some anyway to pay for taxes for my 2025 gains, but got more than required. This is the first time in 6 months I got assigned a CC(I never roll) What should I do with the cash?

Europoor is an entirely accurate phrase. America is simply in a different league.

Revolut AIR is now live on the UK app. 🚀🏦

Meet AIR. We’re rolling out gradually to UK customers first, with more countries launching soon.