MSFT 3/20 200 RIP
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Visteon Corp

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My issue with HIMS is that there are very few barriers to entry. They sell generic meds and nothing prevents 10, 100 or whatever new VC funded companies from spinning up and chipping away market share or undercutting their pricing structure.
Honestly I traded it from under $2 to over $10 then new management brought in their ycombinator / VC mentality and I got the ick.  They should be poaching quants and devs from JPMC/ microsoft in places like Ohio and Texas not paying out the ass for devs in SF and Miami. 
brother is a nuclear physicist (phd) asked his thoughts on nuclear bc $SMR is ripping and he said “ I've been in meetings where people plan vc pitches for using modular reactors for data centers ” AI bubble goes nuclear??? where should i look for gains?
Never. Why give up all your lack of governance when VC and PE companies are stabbing each other to move up in line to hand you money and private investment markets are both improving and expanding.
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