女神777
commented on
$Humacyte (HUMA.US)$
In this market situation, it is skyrocketing 🎉. Just a little more until it turns positive from negative 🤏. Let's hold on a little longer 👍🍣.
In this market situation, it is skyrocketing 🎉. Just a little more until it turns positive from negative 🤏. Let's hold on a little longer 👍🍣.
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女神777
liked
$Hims & Hers Health (HIMS.US)$
The stock price of $HIMS fell by 12% today. The change in the supply situation of tilsaepatide by the FDA has impacted pharmacists' continued dispensing. However, $HIMS deals with semaglutide, not tilsaepatide, and there are concerns about restrictions on GLP-1 related revenue as the FDA has declared a resolution to the semaglutide supply shortage.
However, the reasons why the sale is irrational are as follows:
1. Significant growth in revenue other than GLP-1
Revenue excluding GLP-1 has increased by about 12 times in the past 5 years, with sustained growth.
2. Diversity in weight management solutions.
Personalized oral solutions other than GLP-1 are rapidly growing, achieving an execution rate of 0.1 billion dollars in 6-7 months.
3. Large target market
There is great growth potential in a wide range of fields such as sexual health, dermatology, mental health, and weight loss.
4. GLP-1 is merely a supplementary element.
GLP-1 is a factor that brings additional revenue, not a primary growth driver.
ConclusionThe investment value of $HIMS remains unchanged, and the market's reaction is considered excessive.
The stock price of $HIMS fell by 12% today. The change in the supply situation of tilsaepatide by the FDA has impacted pharmacists' continued dispensing. However, $HIMS deals with semaglutide, not tilsaepatide, and there are concerns about restrictions on GLP-1 related revenue as the FDA has declared a resolution to the semaglutide supply shortage.
However, the reasons why the sale is irrational are as follows:
1. Significant growth in revenue other than GLP-1
Revenue excluding GLP-1 has increased by about 12 times in the past 5 years, with sustained growth.
2. Diversity in weight management solutions.
Personalized oral solutions other than GLP-1 are rapidly growing, achieving an execution rate of 0.1 billion dollars in 6-7 months.
3. Large target market
There is great growth potential in a wide range of fields such as sexual health, dermatology, mental health, and weight loss.
4. GLP-1 is merely a supplementary element.
GLP-1 is a factor that brings additional revenue, not a primary growth driver.
ConclusionThe investment value of $HIMS remains unchanged, and the market's reaction is considered excessive.
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女神777
reacted to
$SoFi Technologies (SOFI.US)$
After reading the evaluation report of $SOFI by Jeffrey Adelson and others at Morgan Stanley, the following points were pointed out.
1. The lack of growth indicators being reflected in the evaluation.
The upward revision of the target stock price is due to additional evaluation of the Loan Platform Business (LPB), but without considering the growth rate, it is concluded to be overvalued compared to other financial companies.
2. The difference in growth rates compared to other companies.
The average growth rate of other companies covered in the report over the past 3 years (based on GAAP earnings) is -8.2%. In contrast, SoFi's 3-year Compound Annual Growth Rate (CAGR) is 43%. Ignoring this difference in evaluation is considered an issue.
3. Growth forecast is too low.
The EPS forecast for 2026 is $0.41, significantly lower than the $0.55 to $0.80 indicated by SoFi's management. In addition, the estimated revenue growth rate for the next 2 years at 18% is also considered too low.
4. Underestimation of innovation and growth
Analysts are underestimating the innovativeness of SoFi, the addition of new businesses, and the growth from the increase in memberships, claiming that this misunderstanding resulted in missing the trend where the stock price rose from $7 to $15.
After reading the evaluation report of $SOFI by Jeffrey Adelson and others at Morgan Stanley, the following points were pointed out.
1. The lack of growth indicators being reflected in the evaluation.
The upward revision of the target stock price is due to additional evaluation of the Loan Platform Business (LPB), but without considering the growth rate, it is concluded to be overvalued compared to other financial companies.
2. The difference in growth rates compared to other companies.
The average growth rate of other companies covered in the report over the past 3 years (based on GAAP earnings) is -8.2%. In contrast, SoFi's 3-year Compound Annual Growth Rate (CAGR) is 43%. Ignoring this difference in evaluation is considered an issue.
3. Growth forecast is too low.
The EPS forecast for 2026 is $0.41, significantly lower than the $0.55 to $0.80 indicated by SoFi's management. In addition, the estimated revenue growth rate for the next 2 years at 18% is also considered too low.
4. Underestimation of innovation and growth
Analysts are underestimating the innovativeness of SoFi, the addition of new businesses, and the growth from the increase in memberships, claiming that this misunderstanding resulted in missing the trend where the stock price rose from $7 to $15.
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女神777
liked
$SkyWater Technology (SKYT.US)$ Why does it go up by more than 10% every day?
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女神777
liked and commented on
$Bitcoin (BTC.CC)$
Hello 😊
Just talking to myself.
Many people are trembling in fear.
Many people are saying they can't take it anymore.
Many people do not buy.
A few people succeed in investment.
I understand for some reason 😊
I understand that you understand that you cannot do it.
But when it's time to take action, it's that.
It should be regardless of investment.
If you miss that opportunity, rather than regretting why you couldn't take action at that time,
it's better to take action.
It's better to fail than to never try.
Isn't it good! If you work, you can eat.
"I . The past me kept saying and investing in my heart.
Continued to invest.
Above, it was a poem at the post office www
Hello 😊
Just talking to myself.
Many people are trembling in fear.
Many people are saying they can't take it anymore.
Many people do not buy.
A few people succeed in investment.
I understand for some reason 😊
I understand that you understand that you cannot do it.
But when it's time to take action, it's that.
It should be regardless of investment.
If you miss that opportunity, rather than regretting why you couldn't take action at that time,
it's better to take action.
It's better to fail than to never try.
Isn't it good! If you work, you can eat.
"I . The past me kept saying and investing in my heart.
Continued to invest.
Above, it was a poem at the post office www
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女神777
liked
$Bitcoin (BTC.CC)$ I expect next year to be quite volatile. If you panic about this level of decline, you won't be able to get through next year.
In the mid to late stages of the Bitcoin bubble, it is essential to anticipate a drop of at least 20% to 30% from the current price displayed.
In the mid to late stages of the Bitcoin bubble, it is essential to anticipate a drop of at least 20% to 30% from the current price displayed.
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女神777
commented on
$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Hello.Pienane Santa is Financial Estimates.
Analysis of AMD, MSTR, and PLTR meow~
AMD is dropping, isn't it?Currently, if it falls below the swing low of 124.77, it may reach 123/121.
It would be better to at least exceed 129.90 and hold & break above 132.75, right?To neutralize the current downward pressure, it would be better to exceed 140.17 and hold & break the swing high of 144.36, right?
MSTR may have potential for a pullback, right?
If Wave B does not hold & break at 413.69, there is a risk of falling to Wave C at 386/378/369/356.
It's better to at least exceed 386.11 and preferably not drop below 388.
Currently, if 413.69 is held & broken to surpass 421, and there is a continuous rise, then 436/442.If 442 is held & broken, the target material is 477.
🚨PLTR is touching the bull's eye at 75.
The current situation is that it is testing the 77 level, which is a support level.
Hello.Pienane Santa is Financial Estimates.
Analysis of AMD, MSTR, and PLTR meow~
AMD is dropping, isn't it?Currently, if it falls below the swing low of 124.77, it may reach 123/121.
It would be better to at least exceed 129.90 and hold & break above 132.75, right?To neutralize the current downward pressure, it would be better to exceed 140.17 and hold & break the swing high of 144.36, right?
MSTR may have potential for a pullback, right?
If Wave B does not hold & break at 413.69, there is a risk of falling to Wave C at 386/378/369/356.
It's better to at least exceed 386.11 and preferably not drop below 388.
Currently, if 413.69 is held & broken to surpass 421, and there is a continuous rise, then 436/442.If 442 is held & broken, the target material is 477.
🚨PLTR is touching the bull's eye at 75.
The current situation is that it is testing the 77 level, which is a support level.
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女神777
liked
$Bitcoin (BTC.CC)$ Please convert the cash register support at 104,000 🙏
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女神777
liked and commented on
$Bitcoin (BTC.CC)$
Good morning 😊
I have repeatedly waited patiently
But even so, I sold it due to the recent sharp decline in Bitcoin-related stocks
Did anyone jump on board this morning due to the sudden surge in Bitcoin?
Bitcoin surged this morning, so I wondered if anyone jumped on board at night.
Those who accidentally jumped on at the start now.
Is it a fight?
No, jumping on board is not good.
This is a total amateur. I will melt my Assets.
For those who are waiting patiently, the sharp decline after the sharp rise is
I don't care at all. It's fine to buy again here.
If you don't have the funds, it's fine
Just wait patiently (^^) Just wait 😁
Good morning 😊
I have repeatedly waited patiently
But even so, I sold it due to the recent sharp decline in Bitcoin-related stocks
Did anyone jump on board this morning due to the sudden surge in Bitcoin?
Bitcoin surged this morning, so I wondered if anyone jumped on board at night.
Those who accidentally jumped on at the start now.
Is it a fight?
No, jumping on board is not good.
This is a total amateur. I will melt my Assets.
For those who are waiting patiently, the sharp decline after the sharp rise is
I don't care at all. It's fine to buy again here.
If you don't have the funds, it's fine
Just wait patiently (^^) Just wait 😁
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女神777
commented on
女神777 OP : The content being developed is good and meets expectations. It has been approved and results are coming along!