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$Hims & Hers Health (HIMS.US)$
On February 21, the FDA declared that the supply shortage of semaglutide, a GLP-1 drug from Novo Nordisk A S Spons Adr (active ingredients of Ozempic and Wegovy), has been resolved, causing $HIMS's stock price to immediately drop by 26%. This is because the market perceived that the 'compound GLP-1' offered by $HIMS (a custom-made alternative drug) could lose its legal basis due to the resolution of the shortage. $HIMS had experienced rapid growth by offering this compound drug at a low cost, reaching sales of $0.4 billion 16 million, a 77% increase year-on-year in the third quarter of 2024, becoming a significant source of revenue. Particularly, the weight loss program recorded over $0.1 billion in annualized sales in less than a year since its launch.
Earnings Reports are scheduled for today, and it is speculated that they will be after February 24 based on the usual schedule. Therefore, the declaration of shortage resolution at this timing will create negative pressure in the short term. The market seems to be incorporating the worst-case scenario that 'sales of the compound drug will be zero,' and the drop in stock price reflects that anxiety. However, the actual impact is much more complex...
On February 21, the FDA declared that the supply shortage of semaglutide, a GLP-1 drug from Novo Nordisk A S Spons Adr (active ingredients of Ozempic and Wegovy), has been resolved, causing $HIMS's stock price to immediately drop by 26%. This is because the market perceived that the 'compound GLP-1' offered by $HIMS (a custom-made alternative drug) could lose its legal basis due to the resolution of the shortage. $HIMS had experienced rapid growth by offering this compound drug at a low cost, reaching sales of $0.4 billion 16 million, a 77% increase year-on-year in the third quarter of 2024, becoming a significant source of revenue. Particularly, the weight loss program recorded over $0.1 billion in annualized sales in less than a year since its launch.
Earnings Reports are scheduled for today, and it is speculated that they will be after February 24 based on the usual schedule. Therefore, the declaration of shortage resolution at this timing will create negative pressure in the short term. The market seems to be incorporating the worst-case scenario that 'sales of the compound drug will be zero,' and the drop in stock price reflects that anxiety. However, the actual impact is much more complex...
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$Oklo Inc (OKLO.US)$ $Oklo Inc (OKLO.US)$ If the materials are thin from here until the financial results, the stock price may tend to stay flat.![]()
When grip strength weakens, I always reconfirm the future number of Datacenters and tightly hold onto OKLO stocks.![]()
In the future, the enormous increase in demand for Electrical Utilities can be attributed to the rapid growth of Datacenters, and it can even be said that the power for Datacenters is becoming excessive.![]()
As of March last year, the number of Datacenters in the USA exceeded 5,800, boasting the largest scale and number in the world, and it is expected to increase by about 1.5 times by 2030.![]()
If the increased demand in the future is met with reactor power generation, for large-scale Datacenters in the "Data Hall" class, it's between 35MK to 50MK, but current reactors are in excess supply from 500MK to 1GW. Moreover, Datacenters cannot be built just in numbers, but OKLO "Aurora" has two types of 15MK and 50MK, allowing for unit expansion according to Datacenter size, and being compact and underground, it's easy and safe to construct, with low costs and low selling electricity prices being its greatest advantages.![]()
In the future of Datacenters...
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$IonQ Inc (IONQ.US)$
If it drops this much, it will be clear that it must be sold instead.
From the beginning, it has been viewed as a Gambling stock.
The earnings report is approaching, but having already dropped to this level, there is nothing to fear.
The more I think about whether it's a shakeout or just a lot of profit-taking, or whether I dislike crossing over the earnings report, the less I understand.
There is not much news here, and there are no noticeable negative factors, so there is no need to be pessimistic.
For ordinary stocks, this would be treated as a crash, but here it can easily move by about 10%. I believe it will head towards $50 again soon.
It is a popular Star Stock among individual investors, and even if it decreases, I see it at a level similar to when the leather jacket comments caused a drop, but we'll see.
It is not good to think about buying at the bottom and selling at the top. It is important to have the mindset of giving away the tails and heads.
Ultimately, if the goal is to reach three digits in the future and continue to rise like Palantir, then even if it's a high entry point now, it would still be a win.
If it drops this much, it will be clear that it must be sold instead.
From the beginning, it has been viewed as a Gambling stock.
The earnings report is approaching, but having already dropped to this level, there is nothing to fear.
The more I think about whether it's a shakeout or just a lot of profit-taking, or whether I dislike crossing over the earnings report, the less I understand.
There is not much news here, and there are no noticeable negative factors, so there is no need to be pessimistic.
For ordinary stocks, this would be treated as a crash, but here it can easily move by about 10%. I believe it will head towards $50 again soon.
It is a popular Star Stock among individual investors, and even if it decreases, I see it at a level similar to when the leather jacket comments caused a drop, but we'll see.
It is not good to think about buying at the bottom and selling at the top. It is important to have the mindset of giving away the tails and heads.
Ultimately, if the goal is to reach three digits in the future and continue to rise like Palantir, then even if it's a high entry point now, it would still be a win.
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$IonQ Inc (IONQ.US)$ We've already seen several significant hints within the first few days of taking office.![]()
Tariffs, illegal immigration, AI datacenters, electrical utilities, and the entire energy sector have surged, but individual stocks have seen mixed gains and some declines. Probably, with no further support, they won't rise anymore this year. There is no detailed mention of crucial semiconductor export regulations yet, but it will likely be addressed soon, and there will definitely be some comments on quantum as well. With caution about the FOMC not lowering interest rates, there are many short sells on deficit corporate stocks, so there is not much continuous rise at the moment, but money will indeed flow into energy and data center sectors for a while.![]()
However, there will definitely be references to this field soon, so I want to be prepared before that. It is absolutely certain that Trump will not let China lose in the quantum field.![]()
Now the remarks in the field of urgent response take precedence. Just because the order of remarks hasn't come yet doesn't mean it's not there at all! It's not already established to the extent of encompassing AI semiconductors, and it's not necessarily about the next generation anymore.
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$IonQ Inc (IONQ.US)$
I don't really understand the psychology of people who panic sell.
Normally, I think it's a great buying opportunity when the market crashes.
After cutting losses, if the stock suddenly soars, individuals tend to panic and buy at high prices, only to cut losses again when it falls. Why do individual investors tend to repeat this pattern?
In the end, it's absurd to engage in investment behavior of buying high and selling low.
Perhaps hedge funds may set up another decline to trap individual investors who jumped in on buying at the return high.
After all, when it comes to stocks, isn't it better to have a strong grip from a long-term perspective? No, perhaps having a strong grip is what those without talent in stocks like me should hold in order to make time their ally.
Because, those who have passed away or those who haven't checked the stock movement at all after buying it tend to have the best investment performance.
I don't really understand the psychology of people who panic sell.
Normally, I think it's a great buying opportunity when the market crashes.
After cutting losses, if the stock suddenly soars, individuals tend to panic and buy at high prices, only to cut losses again when it falls. Why do individual investors tend to repeat this pattern?
In the end, it's absurd to engage in investment behavior of buying high and selling low.
Perhaps hedge funds may set up another decline to trap individual investors who jumped in on buying at the return high.
After all, when it comes to stocks, isn't it better to have a strong grip from a long-term perspective? No, perhaps having a strong grip is what those without talent in stocks like me should hold in order to make time their ally.
Because, those who have passed away or those who haven't checked the stock movement at all after buying it tend to have the best investment performance.
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Maryland State and the University of Maryland announce a 1 billion dollar “quantum capital” concept!
$IonQ Inc (IONQ.US)$
#IONQ, +33.26%!
ionQ (#IONQ), #量子コンピューター,
COLLEGE PARK, MD-- (BUSINESS WIRE) --IonQ (NYSE: IONQ), an industry leader in quantum computing and networking, today announced a groundbreaking partnership with the University of Maryland and the State of Maryland.
Its purpose is to establish Maryland as the “Silicon Valley” of the quantum computing industry. The proposed effort aims to revitalize the US metropolitan area's growing quantum economy, provide access to IonQ's cutting-edge quantum technology, and dramatically enhance Maryland's workforce with new quantum-focused jobs.
https://investors.ionq.com/news/news-details/2025/State-of-Maryland-University-of-Maryland-Announce-1-Billion-Capital-of-Quantum-Initiative/default.aspx
...
#IONQ, +33.26%!
ionQ (#IONQ), #量子コンピューター,
COLLEGE PARK, MD-- (BUSINESS WIRE) --IonQ (NYSE: IONQ), an industry leader in quantum computing and networking, today announced a groundbreaking partnership with the University of Maryland and the State of Maryland.
Its purpose is to establish Maryland as the “Silicon Valley” of the quantum computing industry. The proposed effort aims to revitalize the US metropolitan area's growing quantum economy, provide access to IonQ's cutting-edge quantum technology, and dramatically enhance Maryland's workforce with new quantum-focused jobs.
https://investors.ionq.com/news/news-details/2025/State-of-Maryland-University-of-Maryland-Announce-1-Billion-Capital-of-Quantum-Initiative/default.aspx
...
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Set a live reminder
With the inauguration of the new president, which stocks should we pay attention to?
MOOMOO, Right after the USA presidential inauguration ceremony, , a prominent strategistTomohiro Okawa,We will welcome you and hold a special LIVE seminar!
Introducing the guest.
Mr. Takahiro Okawa:After joining Nomura Research Institute as a new graduate in 2005, Mr. Okawa went on to work at JP Morgan Asset Management, Credit Suisse Securities, UBS Securities, and finally established the Chikensai Oskar Group in 2016. He currently serves as CEO and Chief Strategist, forecasting the stock market, devising investment strategies, and designing funds, among other activities.
Masami Uchida: Joined Radio NIKKEI in 1998. Responsible for stock information programs such as 'Economic Information Network' and 'Tokyo Stock Live Broadcast', then transitioned to freelance. Currently active as a personality on radio and other platforms, as well as writing articles for multiple media outlets.
Seminar Theme
What will happen to US stock prices immediately after the presidential inauguration? Mr. Okawa will provide real-time commentary on the impact of the new administration's policies and cabinet appointments on the market. In addition,We actively respond to questions from viewers in a two-way interactive manner...
MOOMOO, Right after the USA presidential inauguration ceremony, , a prominent strategistTomohiro Okawa,We will welcome you and hold a special LIVE seminar!
Introducing the guest.
Mr. Takahiro Okawa:After joining Nomura Research Institute as a new graduate in 2005, Mr. Okawa went on to work at JP Morgan Asset Management, Credit Suisse Securities, UBS Securities, and finally established the Chikensai Oskar Group in 2016. He currently serves as CEO and Chief Strategist, forecasting the stock market, devising investment strategies, and designing funds, among other activities.
Masami Uchida: Joined Radio NIKKEI in 1998. Responsible for stock information programs such as 'Economic Information Network' and 'Tokyo Stock Live Broadcast', then transitioned to freelance. Currently active as a personality on radio and other platforms, as well as writing articles for multiple media outlets.
Seminar Theme
What will happen to US stock prices immediately after the presidential inauguration? Mr. Okawa will provide real-time commentary on the impact of the new administration's policies and cabinet appointments on the market. In addition,We actively respond to questions from viewers in a two-way interactive manner...
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Emergency Special Seminar: How will the US stock market move right after the US presidential inauguration?!
Jan 21 18:00
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$IonQ Inc (IONQ.US)$ It would be advisable to look at the development schedule. As Chapman says, if it is released as it is, this company might receive what kind of evaluation in a few years when it easily surpasses NVIDIA's AI technology? Looking forward to it.
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$IonQ Inc (IONQ.US)$ Short-term price movements aside, there shouldn't be any issues until the next earnings report around 30. Blackrock is buying heavily, so even if there are unwarranted short positions, they will be bought back and things will settle down. It would be suicidal to short this place in the rate hike environment when the fundamentals are good. It's guaranteed to steadily rise without change. As long as the delivery schedule isn't delayed, it's fine. It's a solid stock unaffected by any bubble talk. Right now, it's just inconvenienced by the crappy quantum followers of other fundamentals.
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$Tesla (TSLA.US)$
- In Q2 of this year, Tesla's self-driving cars will surpass human driving skills and become safer. If autonomous cars collide, accidents will not occur, and accidents will disappear from this world.
- The day when everyone has their own personal robot is near. Optimus will produce thousands of units this year, and next year will start mass production on tens of thousands of units scale.
- Within 2 years, the first unmanned spaceship will be sent to Mars. After testing the safety of unmanned landing, the next step is to send people, and eventually thousands of spaceships will head to Mars. Even without supplies from Earth, Mars will become a place where it can sustain life independently. This is to prepare for a situation where humans have to escape Earth due to world wars or environmental destruction.
- Neuralink will transplant to 20-30 people this year. The next model will restore vision to blind people and enable spinal cord injury patients to walk. Eventually, by increasing human output (1 bit per second to 86,400 bits per day) to millions of bits, we can become superhuman.
etc
- In Q2 of this year, Tesla's self-driving cars will surpass human driving skills and become safer. If autonomous cars collide, accidents will not occur, and accidents will disappear from this world.
- The day when everyone has their own personal robot is near. Optimus will produce thousands of units this year, and next year will start mass production on tens of thousands of units scale.
- Within 2 years, the first unmanned spaceship will be sent to Mars. After testing the safety of unmanned landing, the next step is to send people, and eventually thousands of spaceships will head to Mars. Even without supplies from Earth, Mars will become a place where it can sustain life independently. This is to prepare for a situation where humans have to escape Earth due to world wars or environmental destruction.
- Neuralink will transplant to 20-30 people this year. The next model will restore vision to blind people and enable spinal cord injury patients to walk. Eventually, by increasing human output (1 bit per second to 86,400 bits per day) to millions of bits, we can become superhuman.
etc
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