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.πŸ˜‰
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 $200
avatarJason_LSE
2022-08-26
Wonder why Singtel, StarHub, M1 not proactively work with SpaceX , Starlink or show interest to Elon Musk projects ?  Seem like still no lesson learnt when LTA give cold response to Tesla many yrs ago. [Facepalm] Smaller players like TPG, CircleLife, Republic should take the opportunity to disrupt these conservatives monopolies. [LOL] 
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$Red Cat Holdings Inc.(RCAT)$ Learning and testing mkt sentiments , bits by bits. [Tongue]   Key selling points :-- Blue UAS Certified & NDAA Compliant: Red Cat drones, such as the Teal 2, are on the "Blue UAS" cleared list, meaning they are approved by the U.S. Department of Defense (DoD) for government and military use. They are manufactured in the U.S. with U.S. parts, making them a secure alternative to foreign-made drones. Contested Environment Capability: The "Black Widow" drone is designed to operate in areas where GPS and radio signals are jammed, leveraging Doodle Labs radios with frequency-hopping and anti-jamming algorithms validated in real-world trials. "Sensor-to-Shooter" (S2S) Technology: Red Cat drones are desig
$RCAT 20260313 13.5 PUT$   Bullish. Red Cat Holdings (RCAT) is experiencing high momentum, trading near 52-week highs ($15-$18 range) ahead of its Q4/Full-Year 2025 earnings release on March 18, 2026. The company is heavily focused on defense drone contracts, including the U.S. Army SRR program, and is expanding into maritime surveillance via its Blue Ops division. Key Recent Updates: Earnings & Growth: RCAT is in a pivotal growth phase, with reports suggesting potential for significant revenue expansion in 2025/2026, targeting opportunities within a growing U.S. defense budget. Operational Wins: Red Cat's Teal system was selected for the U.S. Army's Short-Range Reconnaissance (SRR) program of record. Expansion: The co
$BMNR 20260123 28.5 PUT$ BMNR will continue to co-relate closely with the Ethereum upgrades. Can nibble and digest accordingly. πŸ˜‹ 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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