Hello everyone! Today i want to share some trading ideas with you! 1 $Hims & Hers Health Inc.(HIMS)$ jumped almost 25% after RFK Jr. said the FDA will reevaluate several restricted wellness peptides. That likely helped fuel the move since Hims already owns a dedicated peptide manufacturing facility in California and looks well positioned to capture that demand at scale. RFK Jr. said the FDA plans to remove 12 peptides from Category 2. Moving peptides out of the gray market and into regulated channels could create a more credible and scalable opportunity for $Hims & Hers Health Inc.(HIMS)$ 2 $ASML Holding NV(ASML

U.S. tech valuations have compressed from 40x to 20x forward earnings in just weeks and now sit below where they were when ChatGPT launched. The backdrop is far more real today than it was back then: • $Meta Platforms, Inc.(META)$ is seeing ~3.5% ad click lifts from AI • Hyperscalers have committed ~$690B in capex • $Amazon.com(AMZN)$ AWS AI revenue is running at a $15B annualized pace • $NVIDIA(NVDA)$ has $1T in Blackwell + Vera Rubin orders through 2027 • Anthropic is valued at $380B and growing revenue 1,400% YoY The AI economy is the fastest growing capital deployment cycle in the history of technology and getti

Hello everyone! Today i want to share some strategies from AI giants with you! 1 $NVIDIA(NVDA)$ has the “lowest cost per token in the world” which is really a claim about owning the economics of inference. The company that delivers the most tokens per watt, per rack and per dollar is the one that captures the most demand and the best margins as AI scales. 2 $Hims & Hers Health Inc.(HIMS)$ CEO Andrew Dudum says some of the most defensible businesses in AI era are the ones rooted in real-world infrastructure & specialization. Essentially saying that Hims is licensed care delivery, pharmacy fulfillment & physical healthcare infrastructure operating at scale. 3 Bill

If the market is going to crowd into public space proxies ahead of SpaceX then I think $Rocket Lab USA, Inc.(RKLB)$ & $AST SpaceMobile, Inc.(ASTS)$ are two of the best places for that capital to land. Rocket Lab gives you a real space infrastructure platform across launch, spacecraft, defense & Neutron upside while AST is going after one of the most commercially valuable use cases in the category (space-based cellular broadband). For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. 🎉C