Jason_LSE
Jason_LSE
Consultant, Engineer--Investor, Educator
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avatarJason_LSE
02-18 02:52
$Hims & Hers Health Inc.(HIMS)$ Just sharing my opinion. The latest dip begun to look attractive. [Smile]   Hims & Hers Health (HIMS) stock has fallen to the $16 range primarily due to intense legal and regulatory pressure surrounding its compounded GLP-1 weight-loss products, compounded by a lawsuit from Novo Nordisk and fears of lost market share. Here are the specific reasons for the decline: Lawsuit and Regulatory Pressure: In early February 2026, Novo Nordisk filed a lawsuit against Hims & Hers to permanently ban the company from selling compounded versions of its drugs (such as Ozempic and Wegovy). This followed a direct warning from the FDA regarding "illegal copycat drugs". Withdrawal of Copycat Product
$USA Rare Earth Inc.(USAR)$ Continue bullish on rare earth stocks. Waiting for dip opportunities. 
$BitMine Immersion Technologies Inc.(BMNR)$ DCA with conviction in BMNR. I am an engineer-investor, can appreciate & align with their new hired CFO/COO (Young Kim).  Will share some of my research next, as I build up the case.๐Ÿ˜‰
avatarJason_LSE
2025-12-23
$Palantir Technologies Inc.(PLTR)$ Continue to have faith in PLTR. Standby cash for next dip.๐Ÿ˜˜
$BMNR 20260109 29.5 PUT$ Still trying to accumulate , nibbling bits by bits. Having faith in their project "MAVEN" initiatives. [Smile]  
$BMNR 20260123 27.5 PUT$ I still have faith & conviction and will DCA to accumulate as it dip.  Sharing the "+and- ve" summary of BMNR recent AGM:-- BitMine Immersion Technologies (BMNR) is making a bold move into the crypto space, pivoting into a "digital Berkshire-style" capital allocator with a heavy emphasis on Ethereum (ETH) and "moonshot" investments. The company's annual general meeting (AGM) in Las Vegas on January 15, 2026, was a pivotal moment, showcasing their aggressive strategy to become a premier ETH treasury company. The 4 Pillars of Growth:-- Maximizing Treasury Yield: Utilizing strategies like MAVAN (Made-in-America Validator Network) for Ethereum staking. Strategic "Moonshots": Including a $200
avatarJason_LSE
2022-08-26
Wonder why Singtel, StarHub, M1 not proactively work with SpaceX , Starlink or show interest to Elon Musk projects ?  Seem like still no lesson learnt when LTA give cold response to Tesla many yrs ago. [Facepalm] Smaller players like TPG, CircleLife, Republic should take the opportunity to disrupt these conservatives monopolies. [LOL] 
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$BMNR 20260123 28.5 PUT$ BMNR will continue to co-relate closely with the Ethereum upgrades. Can nibble and digest accordingly. ๐Ÿ˜‹ Fusaka (Dec 2025): Focuses on enhancing data availability, likely integrating PeerDAS for improved Layer-2 scalability Glamsterdam (1H 2026): Planned as the first major upgrade of 2026 Hegota (Late 2026): Expected as the second major upgrade in 2026, following a faster development cadence. Ethereum is moving to a more frequent, biannual upgrade cadence to stay competitive with high-through
avatarJason_LSE
2022-08-19
It should be a combined ASEAN effort to convince Elon & his leadership team to invest in ASEAN. EDB, GIC , Temasek, Enterprise SG ...etc.. should participate actively. Any of Elon's associated companies (Tesla, Space X, Boring Co, Neuro-Link, Solar City...etc.. is the tech future of this century. [Thinking] [Smart] [Grin] [Sly] 
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avatarJason_LSE
2025-12-08
As long as Jensen Huang is leading NVIDIA, I will keep buying (DCA) for legacy planning , regardless . ๐Ÿ˜‰ 

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