Palantir (PLTR) and Hims & Hers Health (HIMS) operate in completely different sectors—Palantir in AI-driven data analytics for government and enterprises, and Hims in telehealth and direct-to-consumer healthcare. Here's why PLTR might be considered the better stock:   ### **1. Strong Competitive Moat**   - **Palantir** has deep government contracts (U.S. DoD, CIA, etc.), providing a steady revenue base.   - **Hims** faces competition from numerous telehealth providers (Amazon, Ro, etc.), limiting pricing power.   ### **2. Scalability & Growth Potential**   - **PLTR** benefits from AI and big data trends, expanding its commercial segment alongside its dominant government business.   - **Hims** is a niche player in telehealt

$Tempus AI(TEM)$ $Vistra Energy Corp.(VST)$ 🌌💰💼 When Fortune Aligns with Strategy 💼🌌💰 Nancy Pelosi’s recent stock selections; $TEM (Tempus AI) and $VST (Vistra Corp), may reflect either strategic foresight or a fortuitous alignment with rapidly emerging market trends. 🔍 $TEM (Tempus AI) Tempus AI stands at the forefront of AI-driven healthcare innovation, perfectly positioned within the framework of the $500 billion Stargate Project, which aims to revolutionise healthcare through AI integration. The project’s first AI-enabled data centre is set to launch in Abilene, Texas, ushering in a new era for medical technology. However, recent insider activity warrants attention:    •   

You can build an incredible portfolio picking a few of these 20 stocks: AI Hardware |$ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ Hyperscalers | $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ Fintech | $Nu Holdings Ltd.(NU)$ $SoFi Technologies Inc.(SOFI)$ $DLocal Limited(DLO)$ Healthcare | $Hims & Hers Health Inc.(HIMS)$

Palantir (PLTR) and Hims & Hers Health (HIMS) operate in completely different industries—one in data analytics and AI for government and enterprises, the other in telehealth and consumer wellness. However, comparing their fundamentals reveals interesting insights into growth, profitability, and market positioning.For example: Revenue Growth: Both companies have seen strong revenue growth, but Palantir’s government contracts provide stability, while Hims relies on a subscription-based DTC (direct-to-consumer) model. Profitability: Palantir has achieved GAAP profitability, whereas Hims is still working toward it. Valuation: PLTR trades at a higher multiple due to its AI-driven hype, while HIMS is valued more as a high-growth healthcare play. $Hims &

12 stocks that will give you exposure to each major secular growth theme for the next decade • $Amazon.com(AMZN)$ | Cloud Computing • $Meta Platforms, Inc.(META)$ | AR/VR • $NVIDIA(NVDA)$ | Generative AI • $Tesla Motors(TSLA)$ | Robotics & Automation • $Palantir Technologies Inc.(PLTR)$ | Big Data • $CrowdStrike Holdings, Inc.(CRWD)$ | Cybersecurity • $Tempus AI(TEM)$ | Healthcare AI • $NANO Nuclear Energy Inc(NNE)$ | Nuclear Energy •

I decided to build a simple option screener in python using free api's looking for cheap option close to in the money with decent iv and delta. Remember I am starting from $300 USD so need cheap ones while managing risk 🫥 Now with this trade I didn't do any research which I might come to regret 😆however I just put an order in and it triggered.🙈 $SENS 20250321 1.0 CALL$ this is the order and the stock is $Senseonics(SENS)$   I will share some more about the other options on the screener however just need to build a list of ticker options for python to run through 😩

Hello everyone! Today i want to share some trading ideas with you!1. $Hims & Hers Health Inc.(HIMS)$ is following the $Amazon.com(AMZN)$ playbook:More, cheaper, faster…It’s rapidly launching into new markets, offering cheaper prices and you can get your personalized treatment in days.This is a powerful growth engine. $Hims & Hers Health Inc.(HIMS)$ will be a $100 billion company.2. $MercadoLibre(MELI)$ and $Nu Holdings Ltd.(NU)$ both are still amazing opportunities. $MercadoLibre(MELI)$ still has 15 more countries to expand to in

$Tempus AI(TEM)$  🚨 Tempus AI (TEM) – Overhyped or the Next Big Thing? 🚨 🔥 Tempus AI is soaring at $91 (highest point), but is the hype justified? Here’s the REAL breakdown: 📉 Fundamentals Say SELL 🔹 P/S Ratio: 20.6x (Industry Avg: 8x) 🔹 EV/Revenue: 27.5x (More than double high-growth AI stocks) 🔹 Massive overvaluation compared to Palantir, Datadog & Recursion Pharma 📊 Fair Value Estimate: $32 Based on Q2 & Q3 2024 reports, the stock should trade between $20-$48 – meaning a 63% downside risk from current levels! 🚀 Hype or Reality? Yes, AI & Healthcare Data is the future, but can Tempus AI justify this valuation? If growth slows, a major correction is coming. 💡 What’s your take? Is TEM a Buy, Hold, or Sell?

$NEBIUS(NBIS)$   and $AppLovin Corporation(APP)$  Show Strong Uptrend with Rising RSI and Abnormal Volume Spikes!" ⚡ Breakout Alert! $Hims & Hers Health Inc.(HIMS)$  Surges with 360% Volume Increase, Trading Near 52-Week High! 🔥 Overbought or Still Running? "Multiple Stocks (HIMS, NBIS, APP) Have RSI Above 80 – Momentum or Reversal Ahead?" 📈 Market Movers: High Volume, High Returns! "NBIS Leads with 656% Volume Surge – Is the Rally Just Beginning?" ⚠️ Cooling Off? $Root, Inc.(ROOT)$ ’s Falling RSI Signals Possible Slowdown After Strong Uptrend!"

$TEM  This one has been great. Admitted....this is the first ticker I admit that I instantly bought as soon as PR came out about someone buying (Pelosi's husband). I would put any amount that he/she are not going to invest 'unless they know...with the inside scoop'. Now playing on house money so to speak. It will be interesting how much further it goes. While Pelosi's investment was notable...it was not what some would consider a 'huge amount'. Expecting a decent pull back at some point soon.

$Hims & Hers Health Inc.(HIMS)$ HIMS has a PER of 137 and a forecast PER of over 100. So, I'm starting to feel that this level is a bit tough given the forecast EPS growth rate. Will it go up even if the financial results are good? I'm prepared for a backlash... Thinking about it now, I wonder what that PER of 44 after the last November financial results was all about. (Super lucky)

It's about time. Cyclic stocks and is the season for healthcare stocks especially those backed by politicians. TEM is going to be on a 1000% run by 2025 I reckon and this kind of momentum will pull the class up. RXRX is already an established stock that's been traded for years on promise of up side. This $NVDA news is all out needs to become the next Soundhound. Still good buying opportunities at the moment. Get in. #LFG!

In a regulatory filing with the SEC, $NVIDIA(NVDA)$ disclosed holdings as of the end of 2024 that included $APPLIED DIGITAL CORP(APLD)$, $ARM Holdings(ARM)$ , $NEBIUS(NBIS)$, $Recursion Pharmaceuticals, Inc.(RXRX)$ and $WeRide Inc.(WRD)$ . In a separate filing, Nvidia disclosed that it no longer holds any shares of $Serve Robotics Inc.(SERV)$ .

$Tempus AI(TEM)$ should have invested this earlier But never too late if you see a potential stock like $Tempus AI(TEM)$ ! I believe this will keep going up this year as AI is driving the tech world! 

$TEM 20250417 45.0 CALL$ one more week before WE ROLL ❤️‍🔥🌿🤟😜 #LFG

$Recursion Pharmaceuticals, Inc.(RXRX)$ $Absci Corporation.(ABSI)$

$Tempus AI(TEM)$   [财迷]  [财迷]  [财迷]  [财迷]  [财迷]  [财迷]  

$Recursion Pharmaceuticals, Inc.(RXRX)$