COIN & HIMS Show Strong Bullish Trends, But ASML Didn't
1. $Coinbase Global, Inc.(COIN)$
Coinbase's non-exchange business is becoming a pretty big business.
It’ll be interesting to see how COIN evolves into bonds and other illiquid instruments. That could be huge for them.
Can’t come soon enough. So many potential asset classes.
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2. $Hims & Hers Health Inc.(HIMS)$
I understand the consternation about GLP-1s, but they're ~1-2% of ttm revenue. The 75% CAGR over the last three years is from providing products people want at a price they're willing to pay.
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Why are ASML bookings dropping if AI has infinite demand for high-end chips?
I genuinely want to know how to square the two.
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$Coinbase Global, Inc.(COIN)$
Coinbase's non-exchange business is becoming a pretty big business.
It’ll be interesting to see how COIN evolves into bonds and other illiquid instruments. That could be huge for them.
Can’t come soon enough. So many potential asset classes.
I like $Coinbase Global, Inc.(COIN)$ and $Marathon Digital Holdings Inc(MARA)$