Hims & Hers' compounding direct-to-consumer distribution makes it stupidly undervalued next to Tempus AI. Hims has $2.6B in trailing revenue at a $6.7B market cap, with 66.5% annual revenue growth from Q3 2021 to Q2 2026; Tempus has $1.4B in revenue, a $14.9B market cap and 40.4% annual growth. x.com 

Better underwriting at Root, AI data demand at Innodata, defense breadth at Applied Aerospace & Defense, scaled voice AI at SoundHound, more organ access via TransMedics, profitable insurance at Lemonade, autonomous defense at Ondas and successful medicines at AbCellera could drive outsized growth. These eight smaller companies have a realistic path to 5x+ over 5-10 years if they execute on those opportunities. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

ClearPoint Neuro looks expensive against its sales, at 11x trailing and 8x next year's sales versus the roughly 5x medical-device makers usually get. Fair value is $7.16 to $9.11, about 5x next year's sales give or take 12%, putting the $13.83 price 52% above fair. The valuation leans on forecasts, with forward sales 40% above trailing. This is a levels-only read off reported earnings and revenue estimates, with no fundamental work. x.com 

Expected huge growth in peptides and healthcare, AI and data centers, and drones and robotics underpins the case for Hims & Hers, IREN and Ondas. The three are expected to outperform everything by 2030. x.com 

Hims & Hers, Nautilus Biotechnology, Viking Therapeutics, Protagonist Therapeutics and Eli Lilly have 10x potential as peptide-related stocks; peptides will create generational wealth this year. Nautilus has a $230 million market cap, Viking $3.5 billion, Protagonist $9.1 billion and Lilly $1.1 trillion. x.com  x.com  x.com  x.com  x.com 

Microsoft, Meta and Amazon are where money is made now, at forward P/Es of 19, 16 and 22, and all three are cheap, not Hims & Hers, Duolingo or IREN. Calling the three big tech names expensive here is a mistake. x.com  x.com 

TransMedics' long-term case is not threatened by high oil prices or Chinese regeneration drugs. It partly passed logistics costs on to hospitals last quarter, and the regeneration therapies @chillthehate cites look like a risk perhaps a decade out. @Stavanger68's FY29 assumptions of about $1.67B revenue and $9.5 EPS are aggressive but broadly aligned. Kidney could drive FY28-29 growth, though med-device launches usually take years to gain traction. x.com  x.com  x.com  x.com 

Healthcare's rotation from laggard to leader is not done, with the sector coming out of multiyear bases. It has been the most consistent sector in midterm election years for over 30 years, winning 80% of the time in the back half, and 22 healthcare companies beat the S&P 500 in 75%+ of midterms from 1994 to 2022. Focus names range from mature AbbVie, Lilly and UnitedHealth to large caps like Vertex and Amgen and riskier mid caps like Hims & Hers and Oscar Health. Start trimming from November. … Show more

TransMedics' best trade is likely over: in biotech, by the time competition starts being discussed, most of the gain has been made. Another investor notes its technology is great but very expensive, with many working to replace it. x.com 

TransMedics' long-term story stands despite a roughly 60% stock drop, because its organ transplant model is hard to replicate. It sells the machines and also handles retrieval and transport with its own aviation fleet and clinical teams. Margins are compressed by deliberate heavy investment, alongside regulatory issues and a lingering short report. About three-quarters of the TAM remains in the US, Europe is opening through Italy and PAD Aviation, and kidney transplants could double the TAM. … Show more