DanielRomero

Bulls have been preaching for months that $HIMS is much more than a GLP-1 company
$HIMS management is willing to risk it all to keep offering GLP-1
What does that tell you?

$HIMS is now down 46% over the last month
$3.8B market cap
Now significantly below Ro’s $7B valuation

“So RAM costs 15x more than a year ago”
“Yes, Dave”
“And you sold $MU at single-digit forward earnings?”
“Yes, I did, Dave”
“Why would you do that?”
“Because that’s what X told me I should do, Dave”

$NBISDataOne has still not received the air permit for its gas engines at the Vineland data centerThe permit covers 36 Bergen engines, with a combined 403 MW of power generation potentialUntil they stop triggering deficiencies, the engines cannot be installed

At this point, it’s obvious who the AI winners are$META should just partner with Anthropic for frontier models

$GLXY Announces $200 Million Share Repurchase Program

$AMZN and $GOOG alone will spend $380B in CAPEX this yearYet the market is dumping data center proxiesMake it make sense

$GOOG is a beast of a company

Massive capex plans here and there, but there aren’t enough data centers to plug the GPUs inThe play here is obvious

$INTC CEO just said: MEMORY IS THE BIGGEST BOTTLENECK, AND THERE’S NO RELIEF UNTIL 2028

This is the bear case for $SNDK for 2027