We believe Hims is well positioned to ride the peptide wave.

But the peptide opportunity is really just one piece of a much bigger vision. Hims is building toward becoming the go-to preventive health and longevity platform for everyday people. The model is compelling: you start with lab work, get a personalized treatment plan based on your results, and receive compounds tailored to improve your biomarkers. All of that data then feeds into Hims' AI engine, which over time can get smart enough to flag health issues before they even surface.

And crucially, all of this happens outside the traditional insurance system, making it accessible and affordable for the average person.

That's the bet we're making. Peptides are a catalyst, but the long-term story is a data-driven, personalized health platform built for the masses. That's why we're bullish on Hims

Bitdeer's investment thesis centers on the scarcity of land and power. The company has built a strong power portfolio across strategic locations, Texas, Tennessee, and Washington in the US, Norway in Europe, Malaysia and Bhutan in Asia, and Ethiopia in Africa, totaling roughly 3GW of capacity.

This portfolio gives Bitdeer flexibility in how it generates returns: it can deploy its own miners and extract better margins than competitors through vertical integration, or it can pivot to GPU infrastructure and lease compute power to tech and AI companies. Either way, the goal is the same, keep utilization high and use every megawatt efficiently.

Of all the companies working on autonomous vehicles and robotics, Tesla stands out as a likely leader in both. Its advantage lies in deep vertical integration, the ability to manufacture hardware at scale with remarkable efficiency, and an unmatched dataset, over 9 billion miles of real-world FSD driving data, capturing both everyday scenarios and rare edge cases that no other company comes close to matching. The upcoming AI5 chip is set to push performance even further, enabling significantly larger neural network models and bringing Tesla closer to near-perfect autonomy.

What's equally telling is how far ahead management is thinking. Recognizing that chip supply will become a critical bottleneck as production of vehicles and Optimus robots scales, Tesla is building Terafab, its own semiconductor fabrication facility, to reduce dependency on third-party manufacturers like TSMC and Samsung, both of whom are operating at tight capacity. It's a bold, long-term bet that keeps Tesla's most strategic asset firmly in its own hands.