What's Going on Next?
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
$ASML Holding NV(ASML)$ is the AI kingmaker because $Taiwan Semiconductor Manufacturing(TSM)$ cannot make $NVIDIA(NVDA)$ most advanced GPUs without its EUV systems.
It just raised full-year guidance to $43B from $41B showing AI chip demand is still running well ahead of supply.
3
$Snap Inc(SNAP)$ is laying off ~16% of its workforce while guiding for ~$1.53B in Q1 revenue, ~$233M EBITDA and up to $130M in restructuring charges.
Tough scene for morale when layoffs hit right after the CEO Evan Spiegel is having the time of his life at Coachella.
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