$OPEN, $ONDS, $HIMS Lead High-Conviction Catalyst Trades
A mix of high-beta trades, thematic momentum, and catalyst-driven setups—from meme revivals to AI, drones, healthcare, energy, and rare earths.
The common thread: asymmetric risk/reward with near-term catalysts + narrative tailwinds.
1. $Opendoor Technologies Inc(OPEN)$
$OPEN...holy guacamole.
My top setup right now.
- financial "open house" on may 7th
- chart = basing + curling
- s tier leadership + team
- other former "meme stocks" ripping
- asymmetric r/r
...you're betting on the team + tam here.
Swinging $OPEN shares @ ~$5.44.
2. $Ondas Holdings Inc.(ONDS)$
$ONDS
- drone theme
- earnings catalyst may 14th
- huge merger with mistral recently
- counter-drone protection for '26 world cup (solid catalyst)
- gov't push for "drone dominance"
- gorgeous consolidation + flagging
$ONDS @ $10.32.
3. $Hims & Hers Health Inc.(HIMS)$
$HIMS
- peptides / glp-1 leader
- earnings may 11th AH
- clear catalyst (FDA meeting july 23–24)
- $Novo-Nordisk A/S(NVO)$ + $Eli Lilly(LLY)$ partnerships recently
- expanding product suite (testosterone + more)
- ai-driven treatment optimization
- subscription model scaling
$HIMS, still eyeing $40+ soon.
4. $First Solar(FSLR)$
Solar looking brighter.
$FSLR.
- dominant US solar manufacturer
- ai/data center energy demand longer-term driver
- massive backlog (multi-year visibility)
- solid earnings beat, record Q1 rev
- policy clarity is the BIG driver...watching this
- chart curling up
$FSLR @ $211
5. $AppLovin Corporation(APP)$
$APP
...another software name I'm watching.
- pioneering ai-driven ad platform
- unconfirmed openAI ad-monetization rumors
- recent leadership changes
- if SEC drops probe...watch out above
- ceo just went on @davidsenra pod👀
$APP earnings may 6th AH.
6. $MP Materials Corp.(MP)$
Spruced up the charts a bit.
$MP...up first.
- rare earth theme heating back up
- DoD's $400M equity investment (~15% stake)
- new $1.25B manufacturing campus
- key player in US's magnet independence
Can see $100 again. $MP now $66.
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