To The Moon

$Hims & Hers Health Inc.(HIMS)$ is in a short squeeze. Here’s the lesson for anyone looking to be short a stock.1. Don’t short a company growing 100%+ Y/Y2. Don’t short a company expanding margins3. Don’t fight the retail/influencer crowd (see $GameStop(GME)$ and $Tesla Motors(TSLA)$ )4. Don’t short based on valuation💀ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.

One of the strange dynamics on Wall Street is the conflict between the short-term nature of trading and the long-term nature of investing.The short-term mindset is easy to see.If a company misses analysts’ guess at earnings a stock will drop, even if management is demonstrating their long-term strategy is working.A new competitor entering the market can cause a stock to drop, even if the threat isn’t hurting their business. (see $Hims & Hers Health Inc.(HIMS)$ stock when Amazon announced a telemedicine product)This short-term mindset is visible on a daily basis and it’s what gives us an advantage as Asymmetric Investors. We can take advantage of short-term blips and buy long-term potential the market is missing.But then we see times like this

1. $Robinhood(HOOD)$ Robinhood is hitting on all cylinders and this is before the Gold card (100k in circulation and ~3 million on waitlist) is unleashed at a wider scale.Image2. $SoFi Technologies Inc.(SOFI)$ The growth of the financial services business is pretty crazy.Image3. $Lyft, Inc.(LYFT)$ VS $Uber(UBER)$ Same growth rate.Similar margins.Lyft would need to 4x in value to reach Uber's valuation.ImageImage4. $Plug Power(PLUG)$ Plug Power's shares outstanding have an incredible 27.4% compound annual growth rate.Andy Marsh is a grifting legend!ImageFor whom haven't open CBA

Two years ago, my wife bought me a pair of $On Holding AG(ONON)$ shoes for my birthday. I had never heard of the company.Suddenly, I saw them everywhere. I did research. I asked people about their On shoes.Since then I’ve bought ONON stock and it’s up over 50%.The stock is even a core in the Asymmetric Portfolio. You never know where a great idea will come from. Your spouse may be a great place to look. Tonight, I’m going out with some fresh THE ROGER Clubhouse shoes. Investing in what you wear is a good philosophy too.For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cas

Congratulations to all of the $Lyft, Inc.(LYFT)$ holders!This is an Asymmetric Investing stock that had a lot of people scratching their heads, but it's already working and has lots of upside with tailwinds from:1. International Expansion2. Buybacks3. Autonomy4. Multiple ExpansionImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉

It’s hard to overstate how well $Hims & Hers Health Inc.(HIMS)$ is performing. The company reported 111% growth in the first quarter and is now profitable and generating consistent free cash flow.Management also expects margins to continue expanding 1-3% per year, so in time, this could be a 10-20% operating margin business.Growth in the quarter was certainly driven by GLP-1s, which were still in shortage in the first quarter, allowing Hims & Hers to compound the product and sell it to subscribers at a low price.That shortage ended early in Q2, so growth will slow in the final three quarters of the year, but management is still expecting 56% to 63% revenue growth in 2025, despite the loss of the compounded GLP-1 exemption.A recent partners

1. $Crocs(CROX)$ Are tariffs going to kill US businesses?It depends.This quote from CROX was interesting. A 10% tariff would be a $45 million impact, or 4.7% of 2024 net income.Keeping the 145% China tariff would be a $130 million impact, 14% of 2024 net income.Seems Crocs will be fine.Image2. $Coinbase Global, Inc.(COIN)$ Here's a wild stat for you.Coinbase did $3.0 billion in trading volume in the last 24 hoursDeribit did $6.1 billion in volumeSeems like a great deal for Coinbase at a $2.9 billion price tag.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimit

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ search has been the week's topic after $Apple(AAPL)$ executives said in court that Safari searches fell for the first time in April, and AI could eventually replace Google as the default in the Safari browser.Shares of Alphabet have fallen 6.2% in the past five days and are now down 25.4% from their peak earlier this year.Is Alphabet in trouble, or is a tech giant trading for 18.2x trailing earnings a buying opportunity?The history of transformational disruptions can help guide us here.Building On What Came BeforeWhat I think investors are missing is the fact that disrupted businesses don’t typically disappear.AI Agents and cha

Without search (Apple $Apple(AAPL)$ /AI threat) and the network business (antitrust) $Alphabet(GOOG)$ $Alphabet(GOOGL)$ is left with this terrible business.ImageHowever，this is one of the worst takes I’ve seen. Google monetizes clicks better than any company on the internet. And they’re going to be replaced dollar for dollar on Safari by OpenAI, who is lighting money on fire and has no ad model? It’s easy to yell “disruption”. It’s hard to logically lay out how GOOG is screwed but AAPL isn’t.And，Market Narrative:GOOG Search is Screwed $Walt Disney(DIS)$ No one is traveling and their movies stinkEarnings Reality:GOOG Sear

1. $Hims & Hers Health Inc.(HIMS)$ What is the superpower of Hims & Hers?It's the aggregator of demand in healthcare. CVS doesn't "own" demand. Your doctor doesn't have power over pharma companies.Hims & Hers can pull together the demand of millions of people to make the experience better!2. $Walt Disney(DIS)$ Disney is spending $60 billion over a decade to expand parks and experiences.But this brand new theme park in Abu Dhabi will require ZERO capital. It's entirely upside for Disney.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out