While I would love to and hope to see $HIMS accelerate past Q1’25 (peak commercial GLP-1), what is most important is continued growth and the continued launch of new, independent, diversified verticals and that’s happening.
Bears celebrated the first QoQ decline in Q2’25 but…
Apologies for the semi-silence. Had a family health crisis that dominated my time. All will be good in the long term though and getting back into regular swing of things.
Regular Substack posting and activity will be returning this week with a few additional add-ons I’ve been…
The AI data center server market is projected to grow at a 38% CAGR from 2024 to 2029, reaching more than $580 billion, or 5x from 2024’s $115 billion.
$NVDA $AMD $AVGO
🚨 I was digging through the $HIMS website HTML this afternoon and spotted something interesting in window.PROPS.
It looks like $HIMS is preparing to roll out a few new pages (not live yet):
- /testosterone
- /testosterone/enclomiphene
- /testosterone/enclomiphene-tadalafil
Amazing ending quote from the @AcquiredFM podcast of Alphabet by Larry Paige 25 years ago.
“Artificial intelligence would be the ultimate version of Google.”
$GOOG isn’t under threat, it’s reaching its ultimate form.
h/t MBI
Stressing about the depreciation impact of all the capex spend over the next few years?
4 words: Permanent 100% bonus depreciation.
You’ll be hearing references in earnings calls later this year.
$goog $meta $amzn
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