DanielRomero

I’ve been told that $HIMS is fighting Big Pharma
If that were the case, why would they pull oral GLP-1?
If they were in the right, why not keep it?
The answer is simple. If things went wrong, it could not only hit the company, it could hit management personally
Once a consumer uses a pill that is later proven to be ineffective, management can be sued for consumer fraud
Anyone involved in deceptive marketing is potentially liable under FTC law
The FTC has taken action not only against product marketers, but also, in certain cases, against individual owners and corporate officers
That means fine

Bulls have been preaching for months that $HIMS is much more than a GLP-1 company
$HIMS management is willing to risk it all to keep offering GLP-1
What does that tell you?

$HIMS is now down 46% over the last month
$3.8B market cap
Now significantly below Ro’s $7B valuation

“So RAM costs 15x more than a year ago”
“Yes, Dave”
“And you sold $MU at single-digit forward earnings?”
“Yes, I did, Dave”
“Why would you do that?”
“Because that’s what X told me I should do, Dave”

$NBISDataOne has still not received the air permit for its gas engines at the Vineland data centerThe permit covers 36 Bergen engines, with a combined 403 MW of power generation potentialUntil they stop triggering deficiencies, the engines cannot be installed

At this point, it’s obvious who the AI winners are$META should just partner with Anthropic for frontier models

$GLXY Announces $200 Million Share Repurchase Program

$AMZN and $GOOG alone will spend $380B in CAPEX this yearYet the market is dumping data center proxiesMake it make sense

$GOOG is a beast of a company

Massive capex plans here and there, but there aren’t enough data centers to plug the GPUs inThe play here is obvious

$INTC CEO just said: MEMORY IS THE BIGGEST BOTTLENECK, AND THERE’S NO RELIEF UNTIL 2028