Tech Investor.|.Private @Tech_Investor2O
Long Term Investor | Stocks & Poetry | MA dartmouth I Incoming PhD Student unibirmingham | Former Fulbrighter | Not Financial Advice Joined February 2023-
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Most of us didn’t buy this uncertainty 5 years ago. Does it remind you of something?
$SOUN Integrates $NVIDIA's software to accelerate voice Al technologies.
Why would you own companies with less than $50B market cap if you think free cash flow of mag 7 has the ability to destroy any other company or industry? If your company business is growing and well established in its sector, then forget about the noise. Selling your $HIMS or…
$AMZN enters used cars industry. $CVNA up 5%. Before that, $HIMS hit $72 because of this giant threat. Assuming that you can destroy a company because of your free cash flow is just wrong.
$HIMS liked Jerome Powell. Up 9%.
The no rates cut scenario just announced is not worse than the beginning of 2024 if you have a good memory. Uncertainty can change faster than we think even before any rates cut. The market wants to make sure that the tariffs rhetoric is over.
Whether you like $TSLA and Musk or not, that’s not a big deal. But how would a politician go off political etiquette descending into such hatred that would lead to unpleasant consequences as we have seen recently? In the midst of such unprecedented polarization, words matter more…
Whether you like $TSLA and Musk or not, that’s not a big deal. But how would a politician go off political etiquette descending into such hatred that would lead to unpleasant consequences as we have seen recently? In the midst of such unprecedented polarization, words matter more…
S&P 500 PE Ratio Dec 2001: 46 May 2009: 123 Dec 2020: 39 March 2025 (as of March 18): 28 As per @BrianFeroldi, the average PE ratio at prior bear market bottoms is 11. Do we have the ability to know that sought after market bottom? Nobody does until it is gone. That’s…
Timing the market, or trying to, is more of greed than intelligence. Not Peter Lynch
We don’t appreciate bear market until it’s gone.
"Opportunity doesn't come often—so seize it when it comes." Charlie Munger
$HIMS most bullish catalysts in the first quarter of 2025: 1- The company acquisition of an at home blood test and peptide facilities. 2-The company was added to the S&P 400 Index. 3-Wisconsin Congressman Tony Wied is bullish on the company and initiated his first buy this…
Assuming $HIMS reaches a P/S ratio of around 30x this year as it was the peak in February 2021, the stock price may hit $230 this year.
I am not claiming I know or I don’t. All I’m saying is that this high valuation is not impossible especially for fast growers. Personally, I believe that $100 to $150 is achievable assuming we have a bull market like 2024 and beat and raise scenarios as we have seen in 2024 which…
$HIMS loyal customers are growing faster than the market expects: “Data from Morgan Stanley's AlphaWise research service indicates that Hims downloads increased 47%, while Hers was up 18% in February. Morgan Stanley added that monthly downloads are now ~250K with cumulative…
$ACMR is up 100% YTD. I included this great company in my list for the stocks I expect them to outperform the market by a huge margin in 2025.
Wisconsin Congressman Tony Wied purchased $15K-$50K and $100K-$250K of $HIMS and $100K-$250K of $MSFT. All transactions notified on March 13, 2025
$HIMS FY2024 FCF Margin increased to 14.2% compared to 6.5% in FY2023 or a 118.4% increase in one year.
If I have $2M to $3M cash and I have to invest it in 5 stocks for 5 to 10 years, they would be: 1- $AMZN 2- $META 3- $NVDA 4- $GOOG 5- $HIMS
For those who are not into med cap companies, I would add $PLTR or $TSLA instead of $HIMS. This is my answer for an X friend. Not a financial advice.
Denise @Mooalju2663
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Marion @Readir305
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Beatrice Math @BeatriceMa97931
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OrderFlowEdge🇺🇸 @Fridil4294
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ShareholderYield🇺�... @Jetoq843
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BuyTheSTO @TEKSuccess
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mi ao mi ao @miaomia55160278
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