PORTFOLIO UPDATE $IREN -> $NOW Some big weight changes from the stocks that gave more chances to add into💪 Happy with base position sizes now, will start to build a cash position. DCA into my ETF pie Portfolio does the work now🫡 $ZETA $HIMS $SOFI $NBIS $OSCR $NOW

BOOM $SOFI CEO ANTHONY NOTO DOES IT AGAIN

Anthont Noto just bought MORE shares?? They only buy for one reason He’s now up to $2,250,000 worth in the last few months Long $SOFI

And it’s live, enjoy the show $SPCX

After my first earnings season, tomorrow will be the most interesting day in the market for a long while! @SpaceX priced at 100x sales which seems nuts. I’d be so surprised not to see a retracement at some point below IPO. The movement of capital will be fascinating to watch👀

Something not talked about enough in the $HIMS bull thesis is the acquisition of YourBio. When Hims launched Labs, the offering wasn’t particularly differentiated. The UI/UX was clean, results were easy to understand, licensed providers could answer questions, and now AI can help interpret results. Those are conveniences. The real differentiator is YourBio. The biggest challenge in preventative healthcare isn’t access; it’s friction. People are busy. People procrastinate. Many avoid health testing altogether because it’s inconvenient or intimidating. YourBio’s patented blood collection technology brings lab testing directly into the home, eliminating the need to schedule appointments, drive to a testing center, or wait in line. That may sound small, but reducing friction is often what drives mass adoption. It also creates a powerful gifting and family use case. A spouse, parent, or child can purchase a test and make it easier for a loved one to actually complete it. The excuse of “I’ll get around to it later” disappears. If Hims can successfully combine telehealth, prescriptions, AI-powered health guidance, and at-home diagnostics into a single ecosystem, YourBio could end up being one of the most important acquisitions the company has made.

$OSCR $29!!!! Mad to think just a few months ago we were sat at $11 The signs were there, business improved, reaffirmed guidance, CEO bought Let’s go $OSCR bulls🤷‍♂️💪

$HIMS goes green nicely Strength of $NBIS is great to see, always makes it’s way back

Surprised $OSCR isn’t green

Time to delete trading212 and go outside

Another rough one this afternoon after BofA suggest taking profits as 70% of their bear signals are flashing red Sell off for now… Gets bought up or triggers something more? Had some more $NBIS $NOW and $ZETA for me Who’s buying what?

Hows things everyone🤣🤣 Roughest day for a while but expected My usual dca, $NOW building in the teens and nibbled at $NBIS at its first fib level but hoping for a little further. $OSCR is too good🪨 Weekend needed🫡

In other news, the swing is getting there🏌️‍♂️ When dividends can pay for a new bag and club membership, I will have done okay! $HIMS $ZETA $SOFI better get going asap🙃

$NOW is looking very nice for me Fundamentals, yeah obviously Technicals, had a double bottom, bounced off the 200ma, now have a descending wedge. We may get to 105 then bombs away hopefully🤞 CEO-Jensen-Trump, good enough for me🛶 Accumulation time📈

Surely $GRAB is due some love soon?

Good Morning all! Suns out, makes early start for work easier 🌞 Shopping day for me😁🛍️ Any suggestions? $NOW top of the list atm, any I’m missing out on? Have a great end to the week👊

I like this guy $HIMS

$HIMS $30 in sight today Graph is so textbook 📈📈

$OSCR BABY 12% Anyone dip buying yesterday? Round of applause to you

$HIMS flips green Go on the boy