Following a recent stock dip on a minor Q2 earnings miss, the bear case against Hims & Hers ($HIMS) has grown louder, with short-sellers claiming the company's entire weight-loss strategy is a ticking time bomb operating in a dangerous legal gray area. However, this narrative crumbles under scrutiny. In our new podcast episode, we dismantle this flawed argument by revealing how the bears are betting against a regulatory dream team, which includes former top executives from the FDA and Pfizer, and even the ex-CEO of Novo Nordisk on their board—professionals who would not risk their careers on a reckless scheme. Furthermore, the claim of dependency on one product is demonstrably false, as Hims is executing a diversified strategy that includes a booming $100 million oral weight-loss business and a proactive pivot to an FDA-approved generic GLP-1. While the shorts focus on short-term noise, they are completely missing the company's multi-year roadmap, which features game-changing catalysts like at-home lab testing and an AI-powered superapp.

Is Hims & Hers ($HIMS) the future of healthcare or a multi-billion-dollar house of cards? This episode dives into one of Wall Street's most exciting and controversial growth stories.

Hims & Hers built an empire by tackling the sensitive health issues people avoid talking about. By offering a simple telehealth platform for everything from hair loss to anxiety, they removed the stigma and inconvenience of the traditional doctor's office, rocketing to a projected $2.4 billion in revenue this year.

But their incredible success has attracted powerful enemies. In this episode, we cut through the noise to tell the story of their revolutionary mission and investigate the serious allegations from a prominent short-seller who claims the entire company is a fraud.

Tune in to understand the high-stakes battle over one of today's most disruptive companies.

Rocket Lab is a pioneering aerospace company revolutionizing access to space with its innovative small satellite launch services. Known for its Electron rocket, Rocket Lab offers frequent, cost-effective, and reliable launches, catering to the growing demand for satellite deployment in low Earth orbit. With a proven track record of successful missions, a robust launch cadence, and ambitious plans for reusable rocket technology and interplanetary missions, Rocket Lab is well-positioned in the rapidly expanding commercial space industry. Investing in Rocket Lab means backing a leader in the new space economy, driven by cutting-edge technology and a vision for a connected, data-driven future from orbit.

This isn't a bubble; it's a modern-day AI gold rush driven by real, tangible demand for foundational infrastructure. Discover why semiconductors are the "shovels" of this revolution.

We decode the AI-chip ecosystem, from design and manufacturing to the machines and the massive data centre "boomtowns". Get your roadmap to wealth by understanding how to invest across this interdependent ecosystem.

Circle Internet Financial, founded in 2013, drives the digital dollar revolution via its stablecoin, USDC, the second-largest globally. USDC is 1:1 pegged to the US dollar, backed by reserves, enabling fast, cheap global payments. In 2024, it processed $27.6 trillion in transactions, exceeding Visa and Mastercard combined. The U.S. GENIUS Act provides a "regulatory moat" for Circle, whose revenue largely stems from interest on reserves.

Discover Robinhood ($HOOD), the fintech disruptor that rose from a bold idea to a financial powerhouse. In this episode, we dive into its origin as a commission-free trading app, founder Vlad Tenev’s vision to democratize finance, and its meteoric growth to a $50B+ valuation. We unpack Robinhood’s moat—intuitive tech and mass appeal—its massive $7T wealth management market, and challenges like regulatory scrutiny. Is this a 10x stock? Join us to explore!

Explore BitMine Immersion ($BMNR), the largest public Ethereum holder, with $2.9B in ETH. Aiming for 5% of ETH supply, their "Alchemy of 5%" strategy, led by Tom Lee, mirrors MicroStrategy’s Bitcoin success. With 833,137 ETH amassed in 35 days, backed by ARK Invest and Founders Fund, BitMine eyes staking for 4-6% yields. We dive into their rapid rise, Ethereum’s stablecoin dominance, and risks like price volatility. At $3.5B valuation, is this a 10x play?

Dive into Nebius ($NBIS), the AI-native cloud poised to hit $100B. NVIDIA-backed, founder-led by Arkady Volozh, and fully integrated—from data centers to software—for top AI performance with advanced GPUs. We explore its pivot to AI boom, 700% YoY growth to $310M run-rate in Q1 2025, path to $10B revenue by 2026, elite team, NVIDIA ties, vertical moat, and non-core assets like ClickHouse. At $12B valuation, a potential 10x play in exploding AI demand. Tune in now! (337 chars)