$HIMS is at historically low P/S while its revenue is reaccelerating and moat is quietly expanding.
Elon on $TSLA robotaxi’s future dominance:
"Unless we're stopped by governments, which is certainly a possibility, like if they're trying to protect a domestic industry, I think Tesla will end up doing a majority of all passenger miles on Earth in any country where it is allowed to operate freely. And you can come back and look at this prediction, but I feel confident about this prediction."
Elon on $SPCX advantage in AI data centers:
"So that means that we can bring power online 12 to 18 months faster than anyone else."
In Jan 2024, after its first major drawdown, $WIF was worth $68M, just 0.16% of $SOL’s market cap.
It went on to reach $4.6B, a 68x, or 5.25% of $SOL’s market cap.
Today, $ZCAT is 0.25% of $ZEC’s market cap.
If we’re early in a new $BTC bull cycle, the similarities are intriguing, especially with Ansem championing both.
Not a prediction, but an interesting historical precedent.
I’ve tried a few and no language learning app is as engaging and fun as $DUOL.
It is great to return to for 5 to 10 minutes every day and slowly but surely learn your chosen language.
$PLTR seems to be provide the most important bait in the age of AI:
Make each token produce exponentially more value.
I don’t see anyone else doing that outside of model builders improving their models.
It’s crazy that after this move $NAUT is stilll under a $300 million market cap.
Glad I bought the dip rather than sold.
Peak fear is often peak opportunity.
$TWST stock has certainly surpassed my expectations.
There's a company manufacturing synthetic DNA on silicon chips.
200+ patents. 99.8% fewer chemicals than competitors.
Gross margins went from 31% to 52% in two years.
And AI is beginning to create massive tailwinds.
Full deep dive dropping Sunday. $TWST







