$SoFi Technologies (SOFI.US)$
The number of shares held by the Vanguard Group increased by +8.7%
Total number of shares: 90,030,057
CEO Anthony Noto also bought company shares
Purchase of 28,775 shares x 6.90 price = 198,548 dollars
The financial results were good, and I'm looking forward to the future.

$Hims & Hers Health (HIMS.US)$
The $HIMS weight loss segment began less than a year ago, but it reached an annual execution rate of 0.1 billion dollars the fastest in history and is poised to continue to gain momentum.
It usually takes 18 to 24 months for a new specialty to gain 0.1 million subscribers. Weight loss reached that milestone in just 7 months.
Profit margins are improving rapidly, and the company is now becoming an FCF machine. Over the past 2 years, $HIMSAdjusted EBITDA margin increased from -6.6% to 12.5%Well, it showed strong operating leverage. The gross profit margin is 81%, and since marketing is the main operating cost, there is plenty of room for continuous improvement in final profit figures. Last quarter, $HIMS Generated an FCF of 47.6 million dollars, compared to the previous year It increased by 380% and achieved a profit margin of 15%.
$HIMSFounder and CEO Andrew Dudham is the largest shareholder in this field and a visionaryThis is a certain person. Andrew DudUM is about the presence or absence of insurance...

$SoFi Technologies (SOFI.US)$
Type of business and business
Sophie Technologies is a financial technology company
・Personal Loans: We offer various types of loans, such as student loan refinancing, mortgages, personal loans, etc.
・Financial instruments transactions: We offer services that enable you to open an investment account and trade stocks, ETFs, etc.
・Financial advisory: We provide financial advisory services for individuals and support asset management, retirement plans, etc.
Main customers
Sophie Technologies' main customers are individual customers, mainly millennials and Gen Z. These generations tend to prefer digital services over traditional financial institutions, and Sophie Technologies' services are thought to meet their needs.
Achievements
Sophie Technologies has been growing rapidly in recent years, and sales are increasing year by year.
However, competition in the financial industry is intensifying, and improving profit margins has become an issue.
Furthermore, it has been pointed out that there is a possibility that profits related to loans will decrease due to rising interest rates.
Future prospects...

$Palladyne AI (PDYN.US)$
Type of business: softwares
Business description:
Development and sale of AI software to improve the autonomy of robot systems
Main customers:
The automotive industry:
Toyota Motor: The Paradyne AI robot system has been introduced to welding work on automobile production lines. With this system, the efficiency and quality of welding work have been improved.
Ford Motor: The Paradyne AI robot system has been introduced to inspection work for automotive parts. This system automates inspection work and improves accuracy.
Aircraft industry:
Airbus: The Paradyne AI robot system has been introduced to the assembly work of aircraft parts. This system makes assembly work more efficient and more accurate.
Boeing: The Paradyne AI robot system has been introduced to painting aircraft parts. This system makes it possible to automate coating work and improve quality.
Construction industry:
Kashima Construction: The Paradyne AI robot system has been introduced into bridge construction work. This system makes construction work safer and more efficient...

$Hims & Hers Health (HIMS.US)$
Type of business: online pharmacy, telehealth
Business description:
・Online sales of prescription drugs and over-the-counter drugs
・Telehealth services for men in fields such as hair care, sexual health, dermatology, weight management, and mental health
· Personalized medical advice and support
- Anti-hair loss products
- acne products
- ADHD, mental health products
-ED products
- Dentistry
- Weight loss products (GLP-1)
Achievements:
First quarter 2024:
Sales: 0.1 billion 25 million dollars (up 87% from the same period last year)
Net loss: $30 million (up 200% year over year)
Loss per share: $0.15 (up $0.05 year over year)
Sales by segment:
・Prescription drugs: $61 million (up 73% year over year)
・Non-prescription drugs: $24 million (up 124% year over year)
・Telehealth: 40 million dollars (up 103% from the same period last year)
Number of customers:
・2023:0.77 million people (up 31% from previous year)
・First quarter 2024:0.85 million people (up 28% from the same period last year)
Hims & Hers has been growing rapidly in recent years.
in 2023...

$Palantir (PLTR.US)$
Type of business: A software company that develops and sells big data analysis platforms
Business description:
Provides software to government agencies and financial institutions that analyze huge amounts of data and support decision making
Business content：
・Palantir Foundry: A platform that enables large-scale data analysis for government agencies and financial institutions
・Palantir Gotham: A platform that supports information gathering, analysis, and sharing for military and intelligence agencies
・Palantir Scarab: Data analysis, visualization and collaboration tools for commercial use
Main customers:
US Government Agencies、Financial machine、medical institution、ManufacturingIt is a major company such as In particular, it has been introduced a lot by intelligence agencies such as the US military and the CIA.
Achievements:
・Sales to private companies increased 27% from the same period last year to 0.2 billion 99 million dollars, accounting for more than half of overall sales growth.
・The number of contracts in the US commercial sector increased 94% from the same period last year to 136.
・Sales in the US government sector were 0.2 billion, up 12% from the same period last year...

$Recursion Pharmaceuticals (RXRX.US)$
Type of business: Health care, biotechnology
Business content
We are proceeding with the discovery and development of new pharmaceuticals using a unique platform utilizing artificial intelligence (AI).
・AI drug discovery platform: Large-scale biological data sets are analyzed with AI to identify molecules that cause diseases and new compounds that act on them.
・Drug Discovery Pipeline: We are developing new drug candidates for various diseases based on compounds discovered on our platform.
・Platform license: We may also license our platform to other pharmaceutical companies and proceed with joint research.
Main customers
Recovery Pharmaceuticals's main business model is partnerships and joint research with pharmaceutical companies. Therefore,Major pharmaceutical companiesIt can be said that it is the main customer base.
Future outlook
Along with the advancement of AI, the importance of AI drug discovery is increasing more and more. As a pioneer in this field, Recovery Pharmaceuticals is expected to continue to grow rapidly.
・pie...

$Nu Holdings (NU.US)$
Type of business: fintech
Business content
As a digital bank, it provides financial services for individuals, mainly in Latin America.
・Bank account: Opening a bank account that can be completed digitally
・Credit card: Credit cards that can be used without annual fees
・Debit card: A debit card that allows you to check your balance in real time
・Loans: Small loans for individuals
Main customers
Latin American middle class and underbanked classThat's it. The fact that financial services can be easily used with a single smartphone is a major appeal for those who have difficulty accessing conventional banking services.
Achievements
Since its establishment, it has experienced rapid growth, and the number of customers has exceeded tens of millions. Sales are also increasing year by year, and growth is particularly remarkable in the Brazilian market. However, in recent years, it has been affected by changes in the macroeconomic environment, such as high inflation and a slowdown in economic growth, and there were periods when business performance showed slight deterioration.
Future outlook
The digital financial services market will continue to grow in Latin America...

$Riot Platforms (RIOT.US)$
Type of business
bitcoin mining
Business content
We own a large number of dedicated mining machines, and use them to mine bitcoins.
Main customers
Our main customers areIndividuals and businesses that want to buy bitcoins
Bitcoins obtained through mining are generally sold through virtual currency exchanges, and the profits become corporate profits.
Achievements
It is greatly influenced by changes in the price of Bitcoin. If the price of bitcoins soars, the value of bitcoins obtained through mining will also rise, and corporate profits will increase. However, if the Bitcoin price falls, earnings are likely to decline.
In addition, mining costs, such as electricity costs and mining machine purchase costs, also have a significant impact on performance. In recent years, cost reduction efforts have also been underway, such as utilizing renewable energy.
Future outlook
It is influenced by various factors, such as Bitcoin price trends, the regulatory environment, and competitor trends.
・Bitcoin price trend: If Bitcoin prices rise...

$FuboTV (FUBO.US)$
Type of business
fuboTV Inc. is a company that provides live streaming services specialized in sports
Business content
In addition to conventional TV viewing, various sporting events can be watched in real time via the internet. In particular, it provides rich content centered on popular sports such as soccer, basketball, and baseball
Main customers
fuboTV's main customers are fans who watch sports fervently. In particular, there is strong support from people called “cord cutters,” who cancel conventional cable TV contracts and shift to watching via the internet. Furthermore, the younger generation and fans who are passionate about specific sports have also become important customer groups.
Achievements
fuboTV's performance is greatly affected by the schedule and popularity of sporting events, and the number of new customers acquired. Demand for sports streaming services has increased in recent years, and the number of the company's subscribers is on the rise. However, there are many challenges, such as fierce competition with competitors and high costs to acquire content.
Future outlook
The sports streaming market is now...