$Jumia Technologies (JMIA.US)$ "Ha ha, look! Assets are like trash!! Ha ha ha ha ha!!"

$Hims & Hers Health (HIMS.US)$
The stock price has fallen by 17% in after-hours Trade, causing a state of panic.
But wait a minute...
- 20% of the revenue for fiscal year 2024 is due to semaglutide.
- The company has removed this from its guidance starting from the first quarter of fiscal year 2025.
- Even so... the full-year guidance was raised by 56%.
💡

$Hims & Hers Health (HIMS.US)$
$HIMS has been providing a complex GLP-1 injection (compounded medication) on its own platform in the field of weight management against the backdrop of a shortage of GLP-1 drugs. This has significantly contributed to growth in 2024 (revenue up 95%, number of subscribers up 45%), as revealed in the earnings report. However, concerns arise when the shortage is resolved:
– If Novo-Nordisk A/S brand drugs (OZEMPIC, WEGOVY, Victoza, etc.) become sufficiently available in the market, patients may choose the genuine products over compounded medications.
– In America, the provision of compounded medications is recognized by FDA regulations as a temporary measure during supply shortages, so legal constraints could arise when the shortage is resolved.
Management's perspective and response strategies.
From the management's comments during the Q4 2024 earnings conference Call, $HIMS has prepared a strategy to anticipate this situation:
– Continuation of combination GLP-1.: CEO Andrew Doughty emphasized, "Even if supply shortages are resolved, the demand for combination GLP-1, which has cost and access advantages, will remain." $HIMS's compounded medications are significantly lower priced than branded drugs (for example...

$Super Micro Computer (SMCI.US)$
It's difficult to determine with the current price being maintained. It's a dilemma whether to step out for a while or hold until the deadline on 2/25 (that was a typo for 5/25. No need to get involved in every little detail).
If it keeps rising, holding is a good decision, but if there is a downward trend, it is wise to exit temporarily and re-enter.
Decide based on today's atmosphere. Individual short-term decisions should prioritize the atmosphere.

$Super Micro Computer (SMCI.US)$
Too much of a novice.
I don't really understand (´•ω•`) haha.

$Super Micro Computer (SMCI.US)$
Are we experiencing another delay?
Don't be joking.
Is there an explanation and apology press conference starting from 7 o'clock?

$Super Micro Computer (SMCI.US)$
The game is over when Hindenburg Research, the very one who unjustifiably accused and caused the stock price to collapse, went out of business. If there are no parties involved, who is the report for? Besides, NASDAQ did not request a re-investigation of SMCI, as there were suspicions.
Seeing the stock price skyrocket makes it clear that trust has been restored. And it will continue in the future.

$Super Micro Computer (SMCI.US)$
Sense of rampage

$Super Micro Computer (SMCI.US)$
Stock has been prepared again. The system for increasing production is fully in place.