1.
$Hims & Hers Health Inc.(HIMS)$ is rapidly evolving into an ecosystem business.
Home-testing is the next step in this strategy:
1) Home-testing will provide HIMS with comprehensive personal data.
2) HIMS will tailor personalized solutions using the data.
3) Personalization will lock-in customers, reducing contestable share of the market.
Even though compounded medicine have no moat, other providers will struggle matching $HIMS data advantage at scale because of shrinking contestable market.
This is how HIMS is turning a fragmented market into a concentrated one, reinforcing its leadership.
Extremely bullish for HIMS.
Short term target $60, buy zone below $35.
2.
$NEBIUS(NBIS)$ got a “Buy” rating from Goldman Sachs with $68 price target.
Their target implies $16 billion market cap.
NBIS aims to reach 1GW capacity by the end of 2026.
If they can execute, they can generate $7 billion revenue in 2026 at 70% occupancy.
At 5 times sales, we wil get a $35 billion company.
Note that they are aiming for +90% occupancy which implies $9-$10 billion revenue.
This is how big of a potential NBIS is.
3.
$Oscar Health, Inc.(OSCR)$ CEO says health care will shift to individual covered-employer reimbursed model.
SMEs, freelancers and even some large employers will embrace this model.
This is 120 million people.
Zoom out, think long-term, ignore Wall Street noise.
It’s time to buy OSCR, not sell.
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