$SoFi Technologies (SOFI.US)$
In 2020, Galileo, which was acquired by SOFI, established a major partnership with Wyndham Hotels, which has 0.1 billion 14 million reward members worldwide. This is a significant victory for SoFi and Galileo, and it will expand their entry into the hospitality Sector.

$Hims & Hers Health (HIMS.US)$
Forbes ranked the $HIMS Super Bowl ad as the second most effective advertisement in this year's lineup.
The most controversial ad of this year's Super Bowl was also one of the most effective ads. Most Americans had not heard of the telemedicine company Hims & Hers prior to this Super Bowl ad and its accompanying Publicity.

$Hims & Hers Health (HIMS.US)$
Netflix succeeded by making existing DVD rental services more convenient. Initially ridiculed by Blockbuster and others, it later transformed existing on-demand videos into an innovative service through streaming delivery. Netflix is now also involved in content production.
Similarly, HIMS & Hers have made existing medications more easily accessible, eliminating cumbersome procedures and prejudices. Like Netflix, they have gained customer trust by innovatively providing existing products.
In the future, HIMS may invest in research and development, not only in repackaging medications but also in developing its own pharmaceuticals. Just like Netflix transitioned from content delivery to in-house production, HIMS also has the potential to evolve from providing existing treatments to developing new drugs.
Disruptive innovation begins by making existing things more convenient and consumer-friendly, and then, after obtaining sufficient scale and funding, starts creating completely new things. Netflix does this with content, and HIMS & Hers...

$Hims & Hers Health (HIMS.US)$
This is a clear attempt by the industry group to cancel advertisements that directly address the fact that they are part of a system that does not prioritize the health of the American people. This system is flawed and simply another example of the industry's reluctance to inform Americans that they have choices. We are calling for a change that prioritizes the health of Americans through affordable healthcare options.

$Hims & Hers Health (HIMS.US)$
- An advertisement for the weight loss drug semaglutide by HIMS has sparked anger from the pharmaceutical industry group, being described as 'nothing short of reckless'.
What is the reason for excitement among HIMS shareholders?
1. HIMS is disrupting the traditional healthcare environment.
The popularity of HIMS is increasing, and this Super Bowl ad is threatening the entire pharmaceutical industry.
This Super Bowl ad will give a big boost to the Business and will likely become one of the most talked-about ads recently.
x.com
Major pharmaceutical companies must be trembling with fear.

$BigBear.ai Holdings (BBAI.US)$
I wonder if I should continue with $PLTR...

$TransMedics (TMDX.US)$
$TMDX's Business model consists of the following four main steps:
1️⃣ Organ extraction 🏥 – Extracting organs from partner medical institutions and donor facilities.
2️⃣ Storage with the OCS (Organ Care System). 🫀 – Thanks to innovative preservation technology, the freshness and function of the organs are maintained.
3️⃣ Transportation to the Hospital. ✈️ – Utilizing a unique aviation network for quick and safe transport.
4️⃣ Transplant Resistance 👨‍⚕️ – Collaborating with Hospitals to maximize the success rate of transplants.
🔹 TMDX's competitive advantages and differentiation points from other companies.
✅ End-to-end service – The only company providing a consistent service from organ removal to transplantation.
✅ A trucking network that is not found in other companies. – Operate unique airplanes to minimize time loss.
✅ Advanced OCS technology. – Can maintain the quality of organs better than conventional cold storage.
✅ High profit margins and market dominance. – Compared to competitors' NRP (Post-Cardiac Arrest Organ Resurrection) technology, superior preservation capability and customer satisfaction.
🔹 Competitive environment and future outlook.
Currently, in the field of organ transplantation. Companies that can provide the same full service as TMDX...

$Hims & Hers Health (HIMS.US)$
The largest event in the USA is scheduled for February 9th.
HIMS' commercial will be broadcast during the Super Bowl.
It is a fantastic piece produced internally without using an agency.
The video is here ⬇️
- YouTube

$NVIDIA (NVDA.US)$
In Mr. Satoshi Nakajima's newsletter on the 14th, there was content about Deep Seek. At the end of the newsletter,
★ It is fine to use a part of this newsletter in a blog or other platform as a quotation as long as the source is clearly indicated, without the need for individual permission. However, parts labeled as "newsletter exclusive" are exceptions (not available for quotation).
I will share this as it was mentioned.
I'm sorry if I misunderstood.
DeepSeek
In an industry where new AIs are being announced almost every week, the recent center of attention is DeepSeek V3.
DeepSeek V3 is a huge LLM with 671 billion parameters, but it is built with MoE (Mixture of Experts, explained later) architecture, so the number of active parameters at the same time is 37 billion, greatly contributing to reducing the computational cost during inference.
DeepSeek V3, announced by the Chinese venture company Deepseek and open-sourced, is a model that...

$KULR Technology (KULR.US)$
The Stargate Project, which is a collaboration between OpenAI, Oracle Corp, and SoftBank to construct a huge Datacenter in Texas, could be a significant catalyst for KULR. It can expand KULR's role in the AI and nuclear markets, utilizing expertise in Thermal Management to meet the growing industry demands.