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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending after launching a cheaper, compounded oral version of semaglutide, provoking immediate threats of legal and regulatory action from Novo Nordisk and the FDA. The community is sharply divided, with bulls seeing a bold move to expand access and bears criticizing it as an illegal infringement on patented drugs that could lead to significant financial and regulatory fallout.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending after a substantial earnings miss fueled panic selling among investors, with many questioning management's execution. However, a segment of the community remains bullish, emphasizing the company's long-term pivot to AI infrastructure, secured power, and substantial financing for future growth despite current operational losses from the transition away from Bitcoin mining.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending after its latest earnings report revealed a significantly higher-than-anticipated $200 billion in capital expenditures planned for 2026, predominantly for AI infrastructure and AWS expansion. While this massive investment fuels community debate over immediate margin pressures versus long-term growth opportunities, the market's strong negative reaction highlights broader concerns about tech sector spending.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is facing intense scrutiny and extreme market fear, fueled by discussions around alleged associations with illicit activities and institutional capital outflows, even as a polarized community debates whether it presents a generational buying opportunity or further downside.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is at the center of a broad tech sell-off, as Amazon's massive CapEx guidance for AI intensifies community fears of an 'AI bubble' and prompts widespread questioning of future returns. The market is gripped by a 'brutal' sentiment, fueled by accusations of manipulation and concerns that Bitcoin's sharp decline is dragging down the entire sector.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

Mounting geopolitical concerns in the Middle East, a sharp downturn in major tech stocks following earnings, and a significant crypto market correction are driving SPY's trend, with the community fiercely debating whether this signals a deeper market collapse or a "face-ripper" rebound.

SSgA Active Trust - SPDR Dow Jones Industrial Average ETF

The SPDR Dow Jones Industrial Average ETF (DIA) is actively discussed amid heightened broad market volatility, as investors react to a new Federal Reserve Chair nomination and conflicting geopolitical headlines, sparking a contentious debate between bulls anticipating a rebound and bears fearing a deeper sell-off.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending as market participants vigorously debate its price action, with massive capital expenditure commitments from major tech firms signaling robust AI infrastructure demand, contrasting with a broader tech sector sell-off and community concerns over market manipulation.

United States Commodity Funds LLC - United States Oil Fund

United States Oil Fund

United States Oil Fund (USO) is highly volatile amid intense speculation surrounding escalating US-Iran tensions and the evolving situation in Venezuela, leaving traders debating whether a geopolitical "war premium" or increased supply will ultimately dictate crude prices.

Stellantis NV engages in the designing, engineering, manufacturing, distributing, and selling of vehicles and components. It offers its products under the Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram Trucks, Vauxhall, Free2move, and Leasys brands. The company was founded on April 1, 2014 and is headquartered in Hoofddorp, the Netherlands.

Stellantis N.V

Stellantis is experiencing a significant drop following news of a multi-billion dollar charge tied to a business overhaul and an EV strategy reset, igniting intense community discussion on its valuation and sustainability as it navigates recalls and a challenging auto market.

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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Apple Inc.

Tesla Inc

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$KDP

2 of the most important slides and the main reason why now i am looking at this longer term... If you understand capital structure and relative value across equity,  preferreds, jr debt, convertible and senior bonds... This should be of interest to you.

KDP first announced 18bn of debt... Now its 7bn less (lower net debt leverage) given the inyection coming from KKR, Apollo and GS Alts.

The convert (stays within beverage co.) has a conversion price of $37.25...thats a nearly 38% premium to current lvls (presplit ofc)

Right now fwd pe on the equity is around 13ish (pre $JDEPY takeover) and it appears that the IG rating on the debt is &quot;safe&quot;

Staples got whacked, but i like the story here.... If nothing else use it as a learning case on somewhat complex corporate actions (acquisition followed by an immediate tax free spin off)

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Keurig Dr Pepper Inc

JDE Peets NV Unsponsored Netherlands ADR



2 of the most important slides and the main reason why now i am looking at this longer term... If you understand capital structure and relative value across equity,  preferreds, jr debt, convertible and senior bonds... This should be of interest to you.

KDP first announced 18bn of debt... Now its 7bn less (lower net debt leverage) given the inyection coming from KKR, Apollo and GS Alts.

The convert (stays within beverage co.) has a conversion price of $37.25...thats a nearly 38% premium to current lvls (presplit ofc)

Right now fwd pe on the equity is around 13ish (pre 

 takeover) and it appears that the IG rating on the debt is "safe"

Staples got whacked, but i like the story here.... If nothing else use it as a learning case on somewhat complex corporate actions (acquisition followed by an immediate tax free spin off)