HOLDINGS: $HIMS, $SOFI, $ZETA. Nothing I post is financial advice. I just do a lot of research and enjoy sharing my thoughts.
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🚨 I OFFICIALLY LAUNCHED MY X SUBSCRIPTION!
This is something I've been working toward for a while, and I'm excited to finally share it with you all!
Here's what subscribers can expect:
• 2 Exclusive Articles Per Month — Deeper analysis on companies, market trends, and investment opportunities.
• Volticker & Chart Requests — Options positioning analysis and technical chart setups.
• $HIMS Data Tracker — Revenue, ARPU, and subscriber estimates using alternative data.
• $SOFI Alternative Data — Member growth tracker and additional tools currently in beta.
• Deep Dive Requests — Have a company or topic you want me to research? Subscribers can help shape future content.
• Direct DM Access — A more direct line of communication with me.
What isn't changing?
I'll continue sharing my opinions, breaking news, and my personal financial journey completely FREE, just as I always have.
This subscription is just one small milestone in a much bigger vision.
My goal is to continue reinvesting my time and money into building something beyond an X account. Eventually, I want to create a comprehensive platform centered around community, independent research, and access to valuable data on the companies we follow.
This is just the beginning of that journey.
To everyone who chooses to subscribe, thank you. Your support means a lot and will help me continue improving the tools, research, and content I provide.
And if you choose not to subscribe, that's completely understandable too. Nothing changes about how much I appreciate your support.
I'm genuinely grateful for every single person who interacts with my content, shares my posts, challenges my opinions, or simply follows along.
Thank you all for being part of this journey. There's a lot more I want to build, and I'm excited to see where this goes!
🔗 nitter.siddz.com/Investinc_Intel/creato…
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🚨 AUSTRALIAN DATA CENTER GIANT PLUNGES 44% AS POWER DELAYS WIPE OUT EXPECTED REVENUE!
Nextdc just suffered a massive selloff after announcing electricity-network delays at its M3 Melbourne campus.
FY2027 Guidance Cuts (AUD):
• Revenue: A$615–640M → A$475–500M
• EBITDA: A$385–410M → A$245–265M
• Approximately A$140M in expected revenue removed from guidance.
The problem?
Electricity distributor Jemena suspended critical network upgrades following community opposition and local approval issues.
Additional power delivery is now expected in FY2028, delaying the company’s ability to turn contracted capacity into revenue.
SO WHAT DOES THIS MEAN FOR $IREN?
Here’s where IREN’s infrastructure strategy becomes important.
IREN has ALREADY achieved some important milestones that competitors are struggling to reach.
• Sweetwater 1: Its 1.4GW high-voltage substation was successfully energized in May 2026.
• Childress: Existing grid-connected infrastructure supports its expanding AI cloud operations and Microsoft deployment.
• Canadian facilities: Already operating with established power connections.
• Sweetwater 2: Part of the 2GW hub conditionally included as Base Load in ERCOT’s Batch Zero process.
But there is an important distinction.
Sweetwater 1’s substation being energized does NOT mean all 1.4GW is operational today. Power delivery still depends on phased construction and commissioning.
IREN’s future developments also remain exposed to permitting, grid approvals, and construction risks.
HERE’S MY BIGGEST TAKEAWAY.
We’ve now seen major power-related setbacks at both NEXTDC in Australia and Nscale in the UK.
These developments reinforce just how difficult delivering AI infrastructure has become.
Securing land isn’t enough.
Signing customers isn’t enough.
Even securing a grid connection agreement isn’t the same as having energized power and revenue-producing capacity.
The competitive advantage belongs to companies that actually deliver the power, build the facilities, and bring GPUs online.
I believe IREN’s existing infrastructure puts it in a stronger position than many developers still waiting for grid access.
And as these bottlenecks continue, already-energized infrastructure could become increasingly valuable expanding margins further.
POWER DELIVERY IS BECOMING ONE OF THE MOST IMPORTANT COMPETITIVE DIFFERENTIATORS IN AI INFRASTRUCTURE.
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RFK: ‘AMERICANS ARE ALREADY BUYING 1.5B TO 3B IN PEPTIDES FROM THE GREY MARKET’
The goal is to provide accessibility so Americans know they are taking what they purchased.
$HIMS
$HIMS $LLY $NVO
🚨 BREAKING: RFK JR. ON THE PUSH TO EXPAND PEPTIDE ACCESS
Will Cain: "It's good to see you, Mr. Secretary."
RFK Jr: "Yeah, good to see you, Will. Thanks for having me."
Will: "So what if, potentially, this were approved by the White House and HHS? What would change about Americans and how they access peptides?"
RFK: "Well, right now, most — virtually all — peptides are illegal, which means that Americans are still buying them."
"They're buying between $1.5 billion and $3 billion worth of peptides a year."
"They're buying them all off the gray market or black market."
"So they're coming from Chinese firms mainly, some in India, and then a few scattered ones in other countries."
"But there is no FDA inspection. We have no idea what they're getting. There's no way for them to know what they're getting. And there's been a lot of bad reports about adulterants and, you know, actually products that have no active ingredient in them."
"And so our objective was — Americans are going to be buying these anyway — our objective was to make sure that there's a regulated marketplace so that what they're getting is what they claim to be, that it's safe, that the factories are inspected."
SOURCE: FOX NEWS (@WILLCAINSHOW)
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Is it time to load Friday calls on $HIMS before their White House meeting Oct 23rd?
Asking for a friend…
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Fundamental Investing retweeted
🚨 Peptides can SUBSTANTIALLY improve $HIMS patient LTV
A September 2026 report from Regimen analyzed peptide and GLP-1 tracking behavior across thousands of users.
• 33% of GLP-1 users also tracked another peptide.
• 34% of BPC-157 users also tracked TB-500.
• 32% of active users tracked two or more compounds simultaneously.
• 24% tracked three or more compounds.
These figures come from a specialized peptide-tracking platform, not a representative sample of the broader population.
There are TWO potential cross-selling opportunities here.
1. GLP-1 → PEPTIDES
Customers who initially join Hims for weight loss could become candidates for additional, clinically appropriate treatments.
2. PEPTIDES → ADDITIONAL PEPTIDES
The 34% overlap between BPC-157 and TB-500 is particularly interesting.
It suggests demand in this specialized community isn't necessarily limited to purchasing one compound.
Customers may be interested in multiple treatments addressing different needs.
Now think about what this potentially means for Hims' economics.
• Higher revenue per subscriber
• Increased customer lifetime value (LTV)
• More revenue generated from existing customer acquisition spending
• Additional opportunities to deepen customer relationships
The real opportunity isn't necessarily acquiring millions of new customers. It's generating more value from the millions Hims already has.
If $HIMS can successfully deliver on this peptide demand, we could see weight loss subscription prices fall which has been the major headwind for increased cancellations.
Made with AI
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Fundamental Investing retweeted
I still believe $ZETA is headed toward it’s ’shock the world’ quarter in case you were wondering.
I believe $ZETA is on the verge of its SHOCK THE WORLD quarter.
I remember when $PLTR first started gaining traction on X. The stock was in the low $20s and revenue growth was still around 30%. Most people saw it as a consulting company.
Enterprises eventually realized AI was useless without clean, connected data. Palantir became the operating system that turned AI into real business outcomes. Growth accelerated, commercial adoption exploded, margins expanded, and Wall Street completely re-rated the stock.
I believe $ZETA is approaching a similar inflection point.
As enterprises move from AI experimentation to automation, they need more than an LLM. They need identity, intent, first-party data, and autonomous decisioning. That’s exactly what Zeta has been building.
Athena, Agentic AI, GEO, OpenAI, Snowflake, and Palantir integrations all point toward the same trend: automating the enterprise back end.
If adoption accelerates the way I believe it can, I don’t think the market is prepared for what Zeta’s growth profile could look like over the next few years.
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Fundamental Investing retweeted
We believe the Salesforce-Braze acquisition will be an incredible catalyst for Zeta. Please see this analyst briefing for more information. $ZETA
LG 🚀🚀🚀
Read more here: investors.zetaglobal.com/new…
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If $ZETA matched $BRZE valuation multiples:
- P/S valuation: $42.58/share (+31%)
- P/FCF valuation: $59.73/share (+84%)
Did $CRM overpay or is $ZETA still dumb cheap?
$ZETA x $BRZE
Braze was just acquired for $5.66B.
Revenue Growth TTM: 27.44%
P/S TTM: 6.8x (based on $5.66B acquisition price)
P/FCF TTM: 66.9x (based on $5.66B acquisition price)
Zeta sits at a market cap of $8.16B.
Revenue Growth TTM: 35.91%
P/S TTM: 5.19x
P/FCF TTM: 36.4x
Zeta feels pretty undervalued here.
All numbers from @stock_analysisx
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Fundamental Investing retweeted
Hello Germany $HIMS
🚨 $HIMS HAS OFFICIALLY LAUNCHED IN GERMANY!
Hims is expanding its international footprint, entering Germany with weight management care for men.
The market opportunity:
Nearly 1 in 5 German adults lives with obesity.
Over 60% of German men are overweight.
More than 75% of adults who have attempted weight management did so without professional support.
42% were reluctant to discuss their weight with their GP.
Statutory health insurance generally does not cover weight-loss medications, leaving patients to pay out of pocket.
Hims aims to address these gaps through private online consultations, EU-licensed clinicians, and ongoing personalized care.
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Fundamental Investing retweeted
🚨 GOLDMAN SACHS WARNS POWER BOTTLENECKS ARE THREATENING THE $7.6 TRILLION AI BUILDOUT
Goldman Sachs just published new research showing how serious the power + infrastructure bottleneck is becoming for AI data centers.
• Global data-center power demand projected to grow 170% from 2025–2030
• More than 60% of that growth expected in the U.S.
• $7.6 TRILLION of AI-related compute, data-center and power infrastructure investment projected from 2026–2031
• 86 projects canceled or heavily delayed since January 2026
• 76 of those tied directly to local opposition
• Median U.S. grid-interconnection timeline: roughly 5 YEARS
• High-voltage substations and major transformers can require 3–5 year lead times
This is exactly why I keep saying POWER IS THE ASSET in the AI buildout.
$IREN has disclosed roughly 5GW of secured grid-connected power.
That does NOT mean all 5GW is energized, built out or producing revenue today.
But as new competitors struggle to secure interconnections, substations, permits and transmission capacity, existing power access becomes more strategically valuable.
If Horizon, Sweetwater or other future sites face the same equipment and transmission delays Goldman is warning about, that could push revenue further out and increase capex.
So this research is not an immediate financial change for $IREN.
No change to:
• Contracted ARR
• Recognized revenue
• Operating capacity
• Financing commitments
• FCF
But it provides evidence that power availability and infrastructure execution are becoming major competitive differentiators in AI.
If IREN can bring its secured power online faster than competitors waiting years for grid access, the value of that infrastructure could increase materially.
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Fundamental Investing retweeted
🚨 GOLDMAN SACHS TURNS BULLISH ON NEOCLOUD FINANCING AS $CRWV BONDS RECOVER!
Goldman Sachs just upgraded CoreWeave from Neutral to Buy, despite cutting its price target from $139 to $106.
Goldman believes investors may be OVERSTATING future financing costs while UNDERAPPRECIATING the potential returns on GPU investments.
The firm also expects tight GPU capacity to support stronger revenue generation per megawatt.
Meanwhile, CoreWeave's 2031 bond yield has declined from over 16% last week to approximately 15.13%.
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This is the company giving you a 60% discount and everyone is scared to touch... make that make sense
$SOFI
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🚨 $HIMS requested for a meeting with the FDA/OIRA on compounded peptides policy
According to a posting on Reginfo.gov, Hims & Hers Health is listed as the requestor for a meeting regarding:
“Interim Access Policy for Compounding Using Certain Peptides”
Agency/Subagency: HHS / FDA
Stage of rulemaking: Notice stage
Meeting date/time: October 23, 2026 at 2:00 PM
Requestor: Hims & Hers Health
Hims is actively engaging with policymakers on a topic that could directly affect access to compounded peptide-based treatments. This does not mean a policy outcome is decided, but it is a notable regulatory touchpoint.
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