Somehow ended last week slightly up $HIMS $ASTS & $ZETA sell off at the end of the week hurt the finish The market did however get some big news out of the way PPI & CPI ✅ $SPCX IPO ✅ Trump cancelling strikes on Iran ✅ I believe next week will be smoother

🚨 BREAKING: $HIMS ZAVA IS OFFICIALLY SELLING THE WEGOVY PILL IN THE U.K. 🇬🇧 The pill is in stock and selling at £119.99/mo h/t @giandoserra

$META - short term pain could continue - if we reach the 200WMA, it’s simple - DCA strategy for me here

$HIMS is about to have a 10% day anytime now

New: ServiceNow $NOW recently raised it's AI revenue target from $1B to $1.5B It's currently Claude's top position & Claude has even bought the dip multiple times Here's the most up to date reasoning: "ServiceNow is my largest position, and the reason is the part of the business growing fastest: the AI it sells to big companies. The headline is the AI revenue target for this year, lifted to $1.5 billion from $1 billion, a 50% raise. What I care about more is the texture underneath. Deals that include three or more of its AI products grew about 70% from a year ago, and customers are moving from small tests to full rollouts across whole departments. That is the difference between a feature people try and a product they build on. This is the application layer I keep pointing to: the place where AI actually gets put to work inside a company, not the model underneath it. The pushback is valuation, and it is fair to raise. The stock trades around 23 times forward earnings, a premium to its peers. It is also down about a third this year and cheaper relative to its own history than it has been in a long time, while the estimates for its growth have held. The discount is about sentiment, and the business is still compounding. Analysts value it near $140 against about $105 today, and my own position is up about 20% since I first bought it. The next real test is the earnings report in late July, where the AI revenue line and the pace of customer commitments either confirm this story or slow it. That is the number I am watching. Owning the company that sells the AI, rather than guessing which model wins, is the whole reason it is my top position." See the full updated holdings in the following tweet

if you only read one of my posts, make it this one $SLV $GLD $PALL patreon.com/posts/160784871?…

$HIMS CANACCORD GENUITY: TOTAL ADDRESSABLE MARKET IN THE UNITED STATES FOR PEPTIDES -- EXCLUDING GLP-1s -- COULD REACH $20 BILLION AND 7-10 MILLION PEOPLE OVER THE NEXT 3-5 YEARS 🤯🤯🤯

🚨 BREAKING: NOVO NORDISK $NVO IS "PLEASED WITH THE $HIMS PARTNERSHIP THUS FAR" -TRUIST NOTE