Jason_LSE
Jason_LSE
Consultant, Engineer--Investor, Educator
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$USA Rare Earth Inc.(USAR)$ Continue bullish on rare earth stocks. Waiting for dip opportunities. 
$Hims & Hers Health Inc.(HIMS)$ Just sharing my opinion. The latest dip begun to look attractive. [Smile]   Hims & Hers Health (HIMS) stock has fallen to the $16 range primarily due to intense legal and regulatory pressure surrounding its compounded GLP-1 weight-loss products, compounded by a lawsuit from Novo Nordisk and fears of lost market share. Here are the specific reasons for the decline: Lawsuit and Regulatory Pressure: In early February 2026, Novo Nordisk filed a lawsuit against Hims & Hers to permanently ban the company from selling compounded versions of its drugs (such as Ozempic and Wegovy). This followed a direct warning from the FDA regarding "illegal copycat drugs". Withdrawal of Copycat Product
$BitMine Immersion Technologies Inc.(BMNR)$ DCA with conviction in BMNR. I am an engineer-investor, can appreciate & align with their new hired CFO/COO (Young Kim).  Will share some of my research next, as I build up the case.😉
$Red Cat Holdings Inc.(RCAT)$ Will accumulate again when it dip.  Defense stocks have been treated as a geopolitical barometer. When tensions rise and military conflict breaks out, shares climb. When headlines cool, the trade fades. It's a narrative built around procurement cycles and crisis-driven spending. The attack on Iran on Saturday by the U.S. and Israel should repeat this pattern for defense stocks in coming days. "Defense spending was already set to surge in 2026 and a protracted war with Iran will make the spending more urgent and less controversial," Stifel analyst Jonathan Siegmann said in a Monday note to clients. Options related to defense stocks and oil sectors showed high volume on Monday.  U.S. President Donald Trump on
avatarJason_LSE
2025-12-23
$Palantir Technologies Inc.(PLTR)$ Continue to have faith in PLTR. Standby cash for next dip.😘
$BMNR 20260109 29.5 PUT$ Still trying to accumulate , nibbling bits by bits. Having faith in their project "MAVEN" initiatives. [Smile]  
$BMNR 20260123 27.5 PUT$ I still have faith & conviction and will DCA to accumulate as it dip.  Sharing the "+and- ve" summary of BMNR recent AGM:-- BitMine Immersion Technologies (BMNR) is making a bold move into the crypto space, pivoting into a "digital Berkshire-style" capital allocator with a heavy emphasis on Ethereum (ETH) and "moonshot" investments. The company's annual general meeting (AGM) in Las Vegas on January 15, 2026, was a pivotal moment, showcasing their aggressive strategy to become a premier ETH treasury company. The 4 Pillars of Growth:-- Maximizing Treasury Yield: Utilizing strategies like MAVAN (Made-in-America Validator Network) for Ethereum staking. Strategic "Moonshots": Including a $200
avatarJason_LSE
2022-08-26
Wonder why Singtel, StarHub, M1 not proactively work with SpaceX , Starlink or show interest to Elon Musk projects ?  Seem like still no lesson learnt when LTA give cold response to Tesla many yrs ago. [Facepalm] Smaller players like TPG, CircleLife, Republic should take the opportunity to disrupt these conservatives monopolies. [LOL] 
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$Palantir Technologies Inc.(PLTR)$  Palantir Technologies (PLTR) is currently facing significant operational and strategic issues related to its partnership with AI startup Anthropic, primarily stemming from a U.S. government crackdown on Anthropic's defense usage. Key Issues for Palantir: Government-Mandated Replacement: Following the U.S. government's designation of Anthropic as a "supply chain risk," Palantir is forced to remove Anthropic's Claude AI from its Maven Smart Systems, a key military software platform. Operational Disruption: The removal process requires retooling Palantir's platform, which is expected to cause short-term operational issues, although it has a six-month phase-out period. High-Stakes Contract Risk: Anthropic's tec
$BMNR 20260123 28.5 PUT$ BMNR will continue to co-relate closely with the Ethereum upgrades. Can nibble and digest accordingly. 😋 Fusaka (Dec 2025): Focuses on enhancing data availability, likely integrating PeerDAS for improved Layer-2 scalability Glamsterdam (1H 2026): Planned as the first major upgrade of 2026 Hegota (Late 2026): Expected as the second major upgrade in 2026, following a faster development cadence. Ethereum is moving to a more frequent, biannual upgrade cadence to stay competitive with high-through

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