1/
In 2026, I’m leaving my 9–5.

My main source of income? Premium from selling options.

The goal: generate steady income without giving up long-term capital gains from holding great stocks.

Here’s how I’m doing it with $HOOD 🧵 2/
I love $HOOD and I already own it.

I don’t plan to sell, but after a 360% run since April, it’s no longer as cheap as it used to be.

So I sell a covered call → I commit to selling 100 shares at a price I choose and get paid while I wait.

$HIMS is now an $8B company — down nearly 50% from its all-time high.

Trading at a P/S of 3.8x with revenue growing 50% YoY.

With HRT launched in Q3 2025, Labs just launched, longevity treatments coming in 2026, and dozens of new verticals ahead, $HIMS has never been better positioned.

Here’s why $HIMS might be one of the biggest opportunities in the market right now. 🧵 1/ $HIMS CEO Andrew Dudum compares $HIMS to early $AMZN and $NFLX —and he’s right.

$HIMS isn’t just a GLP-1 story; it’s building the consumer platform for health

$HIMS is down nearly 30% from its all-time high.

With new verticals on the way — hormone health, lab testing, and longevity — $HIMS is setting up for massive growth.

Here’s why I think $HIMS could be a 10x play from here: 🧵 1/
$HIMS CEO Andrew Dudum compares $HIMS to the early days of $AMZN and $NFLX.

Bold? Maybe.

But $HIMS isn’t just a GLP-1 story — it’s building the consumer platform for health.

$HIMS is down almost 45% from its all-time high.

With new verticals coming — hormone health, lab testing, and longevity — $HIMS is positioned for massive growth.

Here’s why I think $HIMS is at least a 10x play: 🧵 1/
CEO Andrew Dudum compares $HIMS to the early days of $NFLX and $AMZN.

Bold? Sure. But $HIMS isn’t just another GLP-1 story.

$HIMS is building something much bigger — and the market hasn’t realized it yet.

$NBIS is positioning itself to be the next $100B cloud powerhouse.

It’s $NVDA-backed, founder-led, and fully vertically integrated — designed from the ground up for the AI age.

At today’s ~$12B valuation, this could be a 10x play.

Here’s the breakdown 🧵👇 1. The Setup

$NBIS isn’t just another cloud provider. It’s an AI-native cloud — infrastructure purpose-built for training and inference at scale — powered by $NVDA’s most advanced GPUs (H100, H200, and soon, Blackwell).

Everything is developed in-house:
• Data centers
• Servers
• Networking
• Software

→ Result: cutting-edge performance, highly optimized for AI, at competitive cost.

$HIMS is still down ~25% since the announcement of the end of its partnership with $NVO.

But that changes nothing — the business remains solid, and this is still one of the most asymmetric bets in the entire market.

It’s a venture-style play, hiding in public markets.

Here’s why $HIMS could easily be a 10x from here: 🧵 1/
CEO Andrew Dudum has compared $HIMS to the early days of $NFLX and $AMZN.

Sounds bold — but he’s not wrong.

This isn’t just a GLP-1 company.

They’re building a next-gen healthcare platform — and most investors are missing it.

$NBIS is on track to become the next $100B cloud giant.

It’s $NVDA-backed, founder-led, and vertically integrated — purpose-built for the AI era.

At today’s ~$12B valuation, this is a 10x opportunity.

Here’s the full breakdown 🧵👇 1. The Setup

$NBIS is an AI-native cloud provider.
It builds infrastructure tailor-made for AI workloads — training + inference — powered by $NVDA’s latest GPUs (H100, H200, and soon Blackwell).

Everything is built in-house:
• Data centers
• Servers
• Networking
• Software

→ Result: top-tier performance, optimized for AI, at highly competitive costs.

Lemonade $LMND is down 80% from its ATH

But it’s positioned to capture a meaningful slice of a $7.5 TRILLION global insurance market.

Here’s why a 10x from here is not just possible — it might be conservative:

👇 1.
$LMND Lemonade isn’t an insurance company using AI.

It’s an AI company that chose insurance — because the industry is:

✅ Fully automatable
✅ Massive in size (8% of US GDP)
✅ Stuck in the past

No physical goods, just data. Which means AI can do everything better.

$NBIS is set to become a major player in cloud computing, where demand far exceeds supply.

Easily a 5x opportunity.

Here’s why 👇 1.
$NBIS is an AI-native hyperscaler cloud provider.
It offers infrastructure tailor-made for AI workloads (training/inference) using $NVDA latest GPUs (H100, H200, L40S).

Everything is built in-house:
• Data centers
• Servers
• Network
• Software

Result? Top-tier performance at competitive costs.

$HIMS dropped 35% yesterday.
But I’m convinced $HIMS is the best 10x opportunity in the entire market.

Let me break it down 👇 1/
Andrew Dudum, CEO of $HIMS, has often compared the company to early days of $AMZN and $NFLX.
But the market hasn’t caught on yet: $HIMS is far more than just a GLP-1 name.

$AMD is down 45% from its all-time high.

But it’s positioned to become a multi-trillion dollar company in the coming years.

Here’s why this might be the most underappreciated AI play in the market right now 👇 1.
In just 2.5 years, $AMD data center revenue grew nearly 5× — from $0.8B in Q2 2022 to $3.9B in Q4 2024.

And this is just getting started.

$AMD is down nearly 50% from its all-time high.

But it’s positioned to 10x and become a multi-trillion dollar company.

Here’s why 👇 1/ In just 2.5 years, $AMD data center revenue grew nearly 5×, from $0.8B in Q2 2022 to $3.9B in Q4 2024.

And this is just the beginning.