$Hims & Hers Health (HIMS.US)$
I'm already used to this way of decline. 😄
It's going to go up again anyway.
I'm already used to this way of decline. 😄
It's going to go up again anyway.
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$Hims & Hers Health (HIMS.US)$
Recently, Dr. Jessica Shepard was appointed as Chief Medical Officer, $HIMSFor women's healthSpeculation is spreading that there is a possibility that the business will expand to related new products and focus on menopausal treatment.
The global HRT market is projected to grow to $46 billion by 2030 due to an aging population and increasing demand for improved menopausal care. Bioidentical hormones are taking a big part in this growth, particularly as women become more aware of the risks of unregulated alternativesIt is expected to play a roleIt has been done. $HIMSBy adopting a digital-first direct consumer model and providing easy access to customizable rbHRT,We are in a good position to gain a share of the rapidly growing market.
This potential new product line could be a game changer. The introduction of bioidentical hormones not only expands the company's product lineup, but also a growing market where sufficient services are not being provided...
Recently, Dr. Jessica Shepard was appointed as Chief Medical Officer, $HIMSFor women's healthSpeculation is spreading that there is a possibility that the business will expand to related new products and focus on menopausal treatment.
The global HRT market is projected to grow to $46 billion by 2030 due to an aging population and increasing demand for improved menopausal care. Bioidentical hormones are taking a big part in this growth, particularly as women become more aware of the risks of unregulated alternativesIt is expected to play a roleIt has been done. $HIMSBy adopting a digital-first direct consumer model and providing easy access to customizable rbHRT,We are in a good position to gain a share of the rapidly growing market.
This potential new product line could be a game changer. The introduction of bioidentical hormones not only expands the company's product lineup, but also a growing market where sufficient services are not being provided...
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$e.l.f. Beauty (ELF.US)$
I might start buying soon. At $107.
I might start buying soon. At $107.
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On June 5th, $Taiwan Semiconductor (TSM.US)$ the closing price rose by 6.85%, setting a new record high share price. At the same time, $Qualcomm (QCOM.US)$ saw a 3.68%, $Advanced Micro Devices (AMD.US)$ It is a 3.86% increase. $Arm Holdings (ARM.US)$ TSMC's cumulative profit this year exceeded 57%.
TSMC's Chairman Wei indicated that the company is considering raising prices for its artificial intelligence chips, foundry services. At the same time, TSMC and $NXP Semiconductors (NXPI.US)$ are planning to construct a joint factory in Singapore.
Where do you think this wave in the semiconductor market is heading?
TSMC's Chairman Wei indicated that the company is considering raising prices for its artificial intelligence chips, foundry services. At the same time, TSMC and $NXP Semiconductors (NXPI.US)$ are planning to construct a joint factory in Singapore.
Where do you think this wave in the semiconductor market is heading?
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On June 7 $S&P 500 Index (.SPX.US)$ A rebalance has been carried out, $Palantir (PLTR.US)$It is eligible for inclusion for the 3rd time. Since AI is attracting attention and Palantia's performance remains strong, there is a very high possibility that it will be adopted by S&P, and there is a possibility that PLTR will make a breakthrough like Tesla.
First, let's explain why Palantia is a candidate for inclusion. In order to be included in the S&P 500 Index, it is necessary to meet several strict standards relating to market capitalization, liquidity, financial soundness, and corporate governance. In order for Palantia Technologies (PLTR) to be considered a strong candidate for the S&P 500 component, these key conditions must be met:
1.Market capitalization: Market capitalization: There must be a total market capitalization of at least 14.6 billion dollars (as of 2023). Palantia's total market value has been above this standard for a while.
2.Liquidity: Businesses need to have sufficient liquidity and high transaction volume. Palantia shares are actively traded, and investors...
First, let's explain why Palantia is a candidate for inclusion. In order to be included in the S&P 500 Index, it is necessary to meet several strict standards relating to market capitalization, liquidity, financial soundness, and corporate governance. In order for Palantia Technologies (PLTR) to be considered a strong candidate for the S&P 500 component, these key conditions must be met:
1.Market capitalization: Market capitalization: There must be a total market capitalization of at least 14.6 billion dollars (as of 2023). Palantia's total market value has been above this standard for a while.
2.Liquidity: Businesses need to have sufficient liquidity and high transaction volume. Palantia shares are actively traded, and investors...
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$Astera Labs (ALAB.US)$
PMI (Purchasing Managers' Index) worsens! Tech stocks plummet again due to inflation resurgence!
It is likely that a wave of selling by institutional investors will begin from now until the end of the month.
So, it means that the long-awaited buying opportunity (for high-quality stocks) is coming. Well, I will add Astera to my portfolio.
The high-tech stocks I recently bought have been falling across the board, so what should I do with my short-term strategy? It's time to think about it.
PMI (Purchasing Managers' Index) worsens! Tech stocks plummet again due to inflation resurgence!
It is likely that a wave of selling by institutional investors will begin from now until the end of the month.
So, it means that the long-awaited buying opportunity (for high-quality stocks) is coming. Well, I will add Astera to my portfolio.
The high-tech stocks I recently bought have been falling across the board, so what should I do with my short-term strategy? It's time to think about it.
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$Ginkgo Bioworks (DNA.US)$
Until it reaches the point of being delisted, or around $500, we will thoroughly adhere to the Buy & Hold strategy. (Considering the relationships with the government, Palantir, Google, Cathie Wood, and Bill Gates, once it has reached this point, the possibility of delisting is almost nonexistent...)
It is often a concern that it will end up like Amyris, which filed for bankruptcy last year, but since the failure was due to a consumer brand, I don't think it will follow the same path. With remaining cash of $0.9 billion, I believe there will be no issues for at least about 2 years. In fact, such low-level discussions are no longer relevant.
Although the performance is still lacking, it is evolving rapidly.
The utilization of AI through the partnership with Google (considering that Google developed AlphaFold) is surprising. What's remarkable is that Shyam Sankar, who became the chairman of Ginkgo Bioworks in August last year, has held various positions at Palantir and is widely knowledgeable in AI, becoming the chairman. (He is currently also the Chief Technology Officer at Palantir).
Until it reaches the point of being delisted, or around $500, we will thoroughly adhere to the Buy & Hold strategy. (Considering the relationships with the government, Palantir, Google, Cathie Wood, and Bill Gates, once it has reached this point, the possibility of delisting is almost nonexistent...)
It is often a concern that it will end up like Amyris, which filed for bankruptcy last year, but since the failure was due to a consumer brand, I don't think it will follow the same path. With remaining cash of $0.9 billion, I believe there will be no issues for at least about 2 years. In fact, such low-level discussions are no longer relevant.
Although the performance is still lacking, it is evolving rapidly.
The utilization of AI through the partnership with Google (considering that Google developed AlphaFold) is surprising. What's remarkable is that Shyam Sankar, who became the chairman of Ginkgo Bioworks in August last year, has held various positions at Palantir and is widely knowledgeable in AI, becoming the chairman. (He is currently also the Chief Technology Officer at Palantir).
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$Meta Platforms (META.US)$ $Microsoft (MSFT.US)$ $Advanced Micro Devices (AMD.US)$ $NVIDIA (NVDA.US)$
Key Details:
📍 Meta, OpenAI, and Microsoft announce plans to use AMD's latest AI chip, Instinct MI300X, signaling a shift from Nvidia's costly GPUs.
📍 The MI300X, with its advanced architecture and 192GB HBM3 memory, promises faster data transfer and larger AI model support.
📍 AMD's CEO Lisa Su highlights the potential for better user ex...
Key Details:
📍 Meta, OpenAI, and Microsoft announce plans to use AMD's latest AI chip, Instinct MI300X, signaling a shift from Nvidia's costly GPUs.
📍 The MI300X, with its advanced architecture and 192GB HBM3 memory, promises faster data transfer and larger AI model support.
📍 AMD's CEO Lisa Su highlights the potential for better user ex...
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Options markets are suggesting that $Bitcoin (BTC.CC)$ will hit $50,000 by January.
This also happens to be the same month that Bitcoin ETF approvals are expected.
Open interest for Bitcoin $50,000 strike calls is massive, as displayed below.
A move to $50,000 would put Bitcoin up more than 200% from its low.
Options are suggesting the run is only just beginning.
This also happens to be the same month that Bitcoin ETF approvals are expected.
Open interest for Bitcoin $50,000 strike calls is massive, as displayed below.
A move to $50,000 would put Bitcoin up more than 200% from its low.
Options are suggesting the run is only just beginning.
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