The GLP1 of the AI/Social Media age will be a personal AI that sits between you and all the other platforms algorithms. You become what you consume. I wish I could prompt an AI, give it my goals, desires etc and it could curate what I should see. What YouTube video would actually help me, not one that will waste my time. The internet is filled with useful content, but the algorithms curating this content is completely broken.

Drug mimics a hormone you make when you push hard at the gym – early results suggest it could help to keep weight off after stopping GLP-1s. #longevity# #geroscience# #glp1# #weightloss# #exercise# @enveda

Hims & Hers CEO Andrew Dudum on CNBC: * Says biggest lever from AI is adherence, as 10-15% of patients on heart disease medicine stay on past 12 months. It's the #1# killer for fathers, and it costs $0.02-0.03 to compound. Sees path for adherence to 2-3x * Data loop closure via hardware that he says is around 12 months away. One ecosystem that has at-home scales, $30 blood tests, wearables, Dexcom GCM, and bluetooth pill bottle * Compounding enabled GLP1s to price down 80-90% within a year when they launched $150-200/mo against branded at $1,500. Expects $40-50/mo type pricing by 2030 or so when semaglutide goes off patent * Says foundational models without closed-loop data set is not that valuable, in his opinion. Had been building around Sierra for the last year but in-house outperformed very quickly once launched. Costs can be 70-80% less with open-weight models * His dad was 38 and had stage 4 colon cancer, and the $20,000 test now costs $30 which is something Hims will bundle that they'll offer "very shortly" * Will do a peptides launch with a few guardrails including US supply, doctor dosage, and blood tests every 3-6 months * Also gave his own regimen, which is interesting Bookmark and worth a watch:

Stock Ratings [June 7th]: On current AI sector crash. Explanations below. Strong Buy: $GOOGL $MU $SNDK SK Hynix Buy: $AMZN $AEHR $AAOI $CIEN $COHR $CRDO $DELL $FN $FORM $GLW $JBL $LITE $MDB $MRVL $MSFT $NBIS $NOW $NVDA $RDDT $RKLB $SIVE Hold: $ARM $ASML $AVGO $AXTI $BE $META $MTSI $PLTR $SOFI Avoid: $CBRS $CRWV $ETH $HIMS $IBIT / $BTC $IREN $MELI $SNAP $TSLA $SPCX (SpaceX) IPO --- Thoughts: Strong Buy: GOOGL - $85B raise is dilutive but they actually have ROI on their capex. Tbh, they'll probably always be a Strong Buy for me. Just the cleanest AI ROI among all the megacaps. MU / SNDK / SK Hynix - If you're not bullish on memory, then idk for you. Buy: AMZN - Mainly for AWS reacceleration + Trainium. But some tension comparing AWS growth (+17%) vs Azure (+31%). Feel like custom silicon + distribution combo is durable even if growth rate lags a bit. AEHR - H2 ramp in WLBI/PLBI systems coming, anchored by "significant" follow-on Sonoma order from lead hyperscale customer. Just need to wait a bit esp. for rev to inflect. But AI ASIC burb in is mandatory as device power goes up. AAOI - Q3 capacity ramp (via facility expansion in Texas) toward 650k+ 800G/1.6T units/mth. Capacity coming online is the catalyst imo along w/ already known laser bottleneck + Made in US premiums. CIEN - Just a high quality biz that got pounded last week (-22%). Beat + raise earnings, but stock dropping this much is an overreaction. CEO even said demand is "structural, multi year and AI-driven" shown by AI-driven DCI being their fastest growing part of the order book as new long-haul routes get built for latency and bandwidth. COHR - upcoming CPO ramp (Nvidia spectrum-x) will speed things up, these prices will look cheap when we look back imo. CRDO - Personally bought a ton last week post-earnings drop. Like Ciena, v. high quality compounding hold through the whole AI supercycle. Crazy high margins. Obviously compete w/ Marvell/Broadcom on SerDes, but also need to factor in the 1.6T switch replacement cycle into late 2026. DELL - Trump effect. I've learnt my lesson and will listen to him next time. FN - v. low drama way to ride transceiver demand + iPronics sipho line for cpo. New datacom wins also extending into next FY, although some Nvidia conc. risks. Put them in Buy just to be generous as was unsure tbh. FORM - Important for HBM, adv packaging and CPO for higher yields. Foundry test intensity only set to increase w/ production. GLW - Lead glass core substrates which are an advanced packaging bottleneck. LTP w/ Nvidia to expand US optical manufacturing for AI infra too. JBL - Stock has done nothing for a month, but earnings coming up could be a nice catalyst for a push higher from their DC infra segment growing + outpacing drag from legacy mobility/ev exposure / margin mix. LITE - CPO ramp + Nvidia qualification like Coherent. MDB - AI is not replacing them. Imo they win vs. bolt on vector stores since their architecture is so simple. MRVL - going to $1T according to Jensen. Underlying business is solid though esp. w/ Celestial acquisition for photonics. SPY inclusion last week too is a big positive. MSFT - Current valuations are a joke tbh, markets probs punishing some margin compression. Rev +18%, Azure +40%, AI run rate +123%. So, v. clear enterprise monetisation path. Will be buying next week in retirement account. NBIS - Best neocloud by far. They're a $100B biz vs. ~$57B currently. Jensen: "Nebius will take care of you." NOW - AI is not replacing them. No enterprise CEO/CTO is dumb enough to offboard them at this point. NVDA - Same as Microsoft. Been buying this whole time, but am now even more confused at current cheap valuations. RDDT - AI is not replacing them. Cash printer. ARPUs improving also in legacy segments like international. RKLB - #2# in commercial launch after SpaceX + their IPO should re-rate the entire space comp set where RKLB is the main liquid proxy. Unbelievable earnings also, just executing so well rn. SIVE - everyone on X knows at this point? Hold: ARM - current valuation prices in flawless execution imo. But their IP is growing in DC CPUs e.g. Nvidia grace, AWS Graviton etc. ASML - Elon said yesterday: "ASML should be treasured and supported. It is arguably the greatest company in Europe." - I agree. Also Terafab fireside chat next week High-NA EUV is the next leg, locking in the roadmap through the decade. Could also be a "Buy" for more risk averse people. AVGO - CEO didn't raise >$100B FY27 target + flagged that Google will multi-source. Current AI mix is also diluting margins slightly. Just needed a pullback before the thesis starts working again. AXTI - InP substrate bottleneck, crucial for AI buildout rn. Could also buy rn, just a slow dca since they've run up a ton already + raise completed ($632M) to 2x InP capacity. BE - SOFC winner imo (Ceres 2nd). Don't think it's a buy just yet due to some valuation vs. profitability gaps. META - hold based on capital allocation mainly. Market seems wary of the ROI on their AI capex hence the continuous dips. Also potential raise to fund capex like Google too - once that digests, I'll personally look to buy. MTSI - Big fan of their investment into $IQE since it de-risks operations a lot, but just think COHR/LITE are better options for 800G/1.6T transition. PLTR - Relatively poor Risk:Reward at current multiples. SOFI - rate sensitivity. Loan book + credit performance carry macro risk which caps conviction rn. Some positives though w/ young + growing member base. Would need to look at credit trends + Fed path in June FOMC to re-assess. Avoid: CBRS - avoid at current prices. Would want it to come down closer to ~$40B mc before I look to dca. Would love to hold since they own genuinely unique tech. CRWV / IREN - Financing for both is a mess...debt/dilution. Nebius are just a better multi yr neocloud. HIMS - Forced out of higher margin GLP1s into lower margin braded GLPs from Novo/Lilly. Feel like their moat was to do w/ regulatory arbitrage on compounding. With that gone, it's a customer acquisition + churn biz buying branded drugs at lower margin. IBIT / BTC - Macro setup is hostile. Higher rates for longer (10Y ~4.54%, 30Y >5%) raise opportunity cost. Pure liquidity/risk appetite instrument + both are tight rn. ETH - same as bitcoin. MELI - personally a little confused - either a hold/avoid. Seeing some margin compression via their credit book growing faster than revenues. Talks of margin recovery next year, at which point the stock could re-rate. SNAP - Absolute worst social media app + CEO is a weirdo. Platform keeps losing share to Meta/Tiktok. TSLA - Huge competition from other EV makers shown by production > deliveries volumes. Humanoids will be their next key growth driver, just a little while away. SPCX (SpaceX) IPO: I never personally participate in IPOs + SpaceX specifically is way too overvalued for me. Will be going long eventually though. Rough ballpark would be ~$1.5T if it gets there post IPO. --- Just for very high level notes at current stock prices (NFA). I'm personally staying long despite the current macro backdrop, mainly in AI supercycle names e.g. memory, semis etc. But then you also have great companies at depressed prices, mainly in SaaS which I'm DCA'ing currently. I don't hold positions in all of these names. This is just a subset that overlaps my "Close Tracking" list + X's favourite names.

GLP-1s were never meant to replace the fundamentals. These medications can be an incredibly powerful tool, but taking a GLP-1 without changing how you train, eat, and support your body is missing a huge part of the equation. A recent study found a concerning amount of GLP-1 use happening without medical supervision, with self-medication more common among people who weren’t attending physical training centers. Protecting your muscle has to be part of the conversation. Prioritize protein. Strength train consistently. And work with a qualified medical professional. Losing weight while becoming stronger and healthier is the real goal here.

GLP-1 medicines have transformed obesity care. Patients in major trials lost an average of 15% of their body weight or more using GLP-1s. Medicare policy should reflect that medical progress.

GLP-1s might be a longevity drug. They are also the biggest breakthrough in weight loss. I just added them to my Rx longevity platform. Recently I went to Australia, and I experienced a huge spike in food noise. The desire to eat constantly, even when I wasn't hungry. Even when I was full. A 7 hr time zone shift scrambled my hunger hormones. It reminded me how debilitating food noise is. How food can become the only thing the brain thinks about, edging out everything else. Years ago, I couldn’t stop myself from overeating every night. I was 60 lbs overweight, stressed out, and felt awful all the time. I imagined going back in time to when I was helpless to control my eating and being presented with a drug like a GLP-1, which can flip the switch and turn down the food noise. GLP-1s are more than weight loss, they’ve been shown in studies to: + lower blood pressure + improve blood sugar regulation + reduce lipid levels and inflammatory markers We just added 6 GLP-1s for weight loss and longevity to immortals dot com. This includes brand name meds and compounded options for personalized treatment. Brand name: Zepbound® (KwikPen®) Wegovy® (injections) Wegovy® (tablets) Foundayo® (tablets) Compounded options: Personalized Tirzepatide (injections) Personalized Semaglutide (injections)