This might be one of my favorite $SOFI charts. Total products have climbed from roughly 8.5M in Q1 2023 to 24.4M today. And the growth is actually accelerating. Q2: - Record 2.2M new products - Total products +42% YoY - 51% of new products came from EXISTING members - 87% of all products are now non-lending That last part matters a lot. SoFi isn’t just acquiring more members. Existing members are increasingly using more of the ecosystem across Money, Invest, Relay, Credit Card, Crypto and other products. That is exactly what the Financial Services Productivity Loop is supposed to do. Acquire the member once, then deepen the relationship over time. The bigger $SOFI gets, the more powerful this ecosystem can become. read more
Since so many people ask how to invest in this sector, or this country, or this asset, I’ve decided to make a comprehensive guide on how you can invest in specific areas. This is NOT portfolio advice, simply information about tickers that you can research yourself. Save this for later so you have a list of ETFs to come back to! Canada: $XIU$XIC$ZCN All expose you to the TSX in Canada. These ETFs consist of all top Canadian companies and access to our national stock exchange. $VCB$VGV$VLB$VAB$VSB$VSC$XBB$XCB Expose you to Canadian bonds; whether it be long-term, short-term, corporate, government, etc. $VDY$XEI$CDZ Expose you to Canadian dividend companies $XRE$ZRE$VRE Give access to Canadian REITs $ZEB$XFN$RBNK Lets you buy the Canadian banks USA: $VFV$ZSP$XSP$XUS$HXS Lets you buy the S&P 500 (learn about hedged vs. unhedged in my other post) $XQQ$HXQ$ZQQ All give you access to the NASDAQ 100 $IWR$VO$VOE$VOT$IJH$SCHM Lets you buy US Midcaps $IJR$IWM$VB$VBR$VBK$SCHA Lets you buy US Smallcaps $DIV$SPYD$RDIV$DHS$VIG$SCHD$VYM$DGRO$SDY Give access from small to high dividend US companies $VTI$ITOT Lets you buy the whole US market $TLT$IEF$VGIT$GOVT$SHY$VGLT Give access to US bonds $XLC$XLY$XLP$XLE$XLF$XLV$XLI$XLB$XLRE$XLK$XLU All give you access to each sector in the S&P such as financials, energy, healthcare, etc. International: $XEQT$FEQT$VEQT$ZEQT Give you an all-in-one exposure to Canada, US, emerging and global markets. $VEA$IEFA$SCHF$SPDW$EFV$EFA Give access to general international exposure $EWJ$EWU$EWC Gives direct access to developed international countries $INDA$MCHI$EWT$EWY$EWZ$EWW$EIDO$EWM Gives direct access to emerging international countries Assets: $KILO$PHYS$CGL Let’s you buy gold directly through ETFs $SVR$HUZ Let you buy silver through ETFs Savings/Interest: $CASH$HISA$PSA$HSAV Access to Canadian savings and interest payments $HSUV-U $PSU-U $HISU-U Access to US savings and interest payments There’s so many ETFs I didn’t go into with dozens of categories, but this should give you some basic starting point to look into your ETF investments. This is simply the starting point, when choosing your investments always research the ETFs, what they provide to you, their fees, your goals, your risk, and what you’re looking to get out of investing. As always do your research and happy investing! Subscribe to the newsletter: relatablefinance.substack.com read more
Crazy year in the markets so far…… We’ve seen some massive moves in semiconductors, AI, data centers, space, oil, and a bunch of other areas. There’s also been a recent run in $BTC, while metals have mostly consolidated and now look like they’re starting to move up again fast. $XAU$XAG I’m bullish on metals going forward. Demand keeps growing while supply is tight for a lot of metals, which could keep pushing prices higher. Got me thinking though - what sectors do you guys think could be next? What are you watching right now ? read more
Want to respond to @ronan's feedback yesterday (and the feedback in the comments) with my own post so my response doesn't get lost in the thread Will start my saying I hear the concerns and am taking them very seriously and this is something I take personal responsibility to fix. I really appreciate everyone taking the time to write out their thoughts and see a ton of passion from everyone in solving these issues. As @ronan mentioned, Blossom has always had a spark and uniqueness and it's our job to make sure that spark doesn't go away as we grow. Here's my summary of the top problems I'm hearing and my plans to fix them: 🤖 1. The rise in AI slop posts crowding quality content - This was the #1 problem raised across the comments and is one we're actively working on. We're following @jacobb's suggestion of an 'AI detection' feature with the ability to see less posts like this. This is set to go live in 3-4 weeks, will see if we can accelerate this 😢 2. Us vs them mentality, hostility especially to new creators - This one is a bit tricky as we don't want to overly police what people say. But there's one example someone gave of a new user being called a loser that are blatantly against our community guidelines of respecting one another. I think the same way we've built in spam/scam detection, we need to do the same for these kinds of comments so we can uphold these guidelines better 🏆 3. Too many milestone posts crowding out quality content - I think there is an important place on Blossom for this kind of content as the milestones are encouraging to other investors in their journey (including myself). I think the issue more so is the volume of them. Curious for folks feeling this issue whether they've tried clicking 'see less posts like this' as that should fix this issue. If not I'll investigate and perhaps not a lot of people know about this feature. I think #1 and #3 stem both stem from the feeling that quality content isn't being rewarded... let me think deeper about how to solve this problem more broadly as I definitely see this too and I don't think fixing AI slop will fully solve this. One commitment I have is to spend much more time connecting with and chatting with Blossom's creators, I want to solve this problem as much as you guys do. One good news is we recently hired our first product manager (who is a Blossom shareholder and creator) who will be fully dedicated to helping me solve this and together we'll have much more time to chat with your all and think about how to solve these problems. 🙏 Let's get Blossom back to the glory days of this community!read more
Cathie Wood's ARK disclosed a $765 million position in SpaceX, bringing the private space company to nearly 5% of the portfolio. This comes as Wood cuts Teradyne by 48%, banking a 347% gain on the semiconductor testing stock. Visit Wood's profile to see her full portfolio and recent trades this last quarter from her 13F filing.
Heyo! So I been receiving a few DMs from followers asking my opinions and/or thesis on the stocks I talk about here the most like Nvidia, Palantir, Rocket Lab, AST SpaceMobile and Ondas. So I figured I'd covered all 5 of them here in one fell swoop. Mind you, it'll be long AF but I'll try to summarize as much as I can. Hope is of great value for you as it is for me typing it. Let's start with my favorite one... $NVDA - I think this one goes without saying, sitting at 22% of my portfolio is definitely my highest conviction player driven by its dominant position at the center of the AI infrastructure movement. Why is it so well positioned you ask? Well simple, it has an overwhelming market leadership and deep moat. It holds roughly 75% to 90% of the AI accelerator market by revenue. Their CUDA software ecosystem is the real player here as developers, and companies who own the software, have built years of tools, libraries, and optimized code around it. Switching costs would be extremely high. Not to mention their Blackwell and the upcoming Rubin chips and also their high-speed data connection tools, NVLink and InfiniBand. The demand is explosive and their Q1 results showed ~85% YoY revenue growth and a ~92% data center growth, their gross margin held at a whopping 75%. FCF generation is ridiculously enormous. Hyperscalers are spending hundreds of billions in CAPEX, a large portion of which flows to NVIDIA. $PLTR - Another big favorite of mine also at a 22% and for good reason as it's one of the purest large scale plays on operational AI becoming a mission-critical infrastructure system rather than just another meh productivity tool. Palantir basically create a central software system for large organizations. It connects all their separate databases and AI programs into one secure place, turning disorganized information into clear insights they can actually use such as: ~ Foundry - For Commercial Use ~ Gotham - For Government/Defense Use Their massive moat lies in Ontology, which is basically a living digital model of the organization, objects, relationships, rules, security, and allowed actions of a company. Their numbers were, in the words of CEO Alex Karp: "otherworldly," "staggering," and "bombastic", with a total revenue of $1.935 Billion (93% YoY), yes, with a B. The full-year 2026 revenue guidance to $8.15 billion (82% growth) and U.S. commercial guidance to at least $3.42 billion (134% growth). They currently have around 1,049 customers worldwide between commercial and government and they all want to run AI on their own data in controlled environments and Palantir’s ability to work with open models, including Nvidia's Nemotron, inside air-gapped or classified settings is a definitive structural advantage. Now, the stock isn't cheap but I'm betting on a target of a $1 trillion market cap by the early 2030s so it's definitely a long-term play for me. Next up, the future of satellite communications, $ASTS. For those who don't know, AST SpaceMobile is building the first space-based cellular broadband network that works with ordinary, unmodified smartphones. Highly ambitious but very simple (in theory). Basically utilize large low-Earth-orbit satellites with massive phased-array antennas the size of a football field to deliver real 4G/5G-like broadband (voice, data, video) directly to smartphones, filling the gaps that cell towers cannot reach. These satellites act as a complementary layer that mobile network operators (MNOs) can use to extend their existing networks, hence the over 60 MNO partnerships that collectively cover more than 3 billion subscribers worldwide; that's a massive TAM or total addressable market!! As of today, there's already 13 BlueBird satellites in orbit, with production scaling to around six per month and a target of 45 satellites for continuous coverage in key markets like U.S., Europe and Japan by early 2027. Many people talk about SpaceX's Starlink competing against ASTS but that can't be any more further from the truth. While they have scale and launch advantages and its own direct-to-cell efforts, AST is primarily an enabler and an extension for carriers rather than a pure over-the-top competitor in many markets. In other words, Starlink wants to become another MNO while ASTS will be complementing the already established MNOs, so who's getting that immediate revenue of billions of already established subscribers? ASTS of course! While all of this is exciting, it certainly carries risks. Execution has to be on point, and achieving continuous coverage is paramount. There's competition and there's regulatory hurdles to overcome, but if they do this, and deliver continuous broadband service via major carriers, this could turn into one of the more asymmetric public market bets in connectivity and space infrastructure. Now it's time for the rockets! No, not SpaceX, RKLB! It sits as one of the strongest pure-play public bets on the commercial + defense space economy. This company has 2 segments: launch services and space systems. ~ Launch Service is pretty self explanatory.. They just launch rockets with their proven small-lift rocket, Electron. HASTE is their suborbital/hypersonic test vehicle popular with the U.S. military and Neutron is their medium-lift rocket similar to SpaceX's Falcon 9. ~ Space Systems is basically spacey stuff like satellite manufacturing, components, spacecraft, and related hardware. This is where the money's at. Their Q2 2026 results showed a record revenue of $234 million (62% YoY), with Space Systems contributing the to the majority ($189.5 million). They even have a massive backlog of $2.36 billion (+137% YoY) which is absurd! Their latest acquisition, Iridium, is a game changer. Rocket Lab now owns a profitable satellite communications company that includes 66+ satellite LEO constellation, global L-band spectrum and around 2.5+ million subscribers with roughly a $880–$900 million in annual revenue just on this alone. 😳 When this deal closes sometime in 2027, Rocket Lab will officially become vertically stacked: they'll design/build satellites, launch them on its own rockets, and operate constellations while selling recurring high-margin services. As of the writing of this, Rocket Lab has completed a total of 93 launches across its Electron and HASTE programs and still has many more down the pipeline. To me, they're a pure-play company with a massive backlog, capable of standing toe-to-toe with SpaceX, and if Neutron flies and the Iridium deal closes nicely, we're looking at a meaningfully larger and higher-quality business over the next 2–4 years. Now let's get drony with the drone company that's revolutionizing this new sector, $ONDS. Simply put, Ondas Inc is a high growth defense and autonomous systems company that has scaled into a multi domain “system-of-systems” platform focused on drones, countrdrones, ISR (Intelligence, Surveillance and Reconnaissance), precision strike, unmanned ground systems, and other software. It operates via their defense division, Ondas Sentinel and they serve defense, homeland security, public safety, and critical infrastructure to customers. They have had an explosive revenue with a record of $83.8 million, which is roughly 13x YoY. Their full-year 2026 guidance was raised to $525–550 million which was more than 10x 2025 results of roughly $51 million. Of course, as a defense stock, it'll benefit the most during war times like the ones we're going through in the Middle East and Ukraine and have accelerated demand for affordable, unmanned systems, layered counter-drone defenses, persistent ISR, and loitering munitions aka suicide drones. Within the Ondas arsenal you'll find: ~ Counter-UAS Solutions - Sentrycs CoRF cyber/RF takeover and the Iron Drone Raider interceptor. ~ Long-endurance and stratospheric ISR - DZYNE ULTRA-type systems and World View Stratollites. ~ Autonomous ground robotics and industrial inspection. ~ Precision strike / kamikaze munitions. Their partnerships with Lockheed Martin, Palantir, the US Army and the Israeli Ministry of Defense make them even stronger. Not to mention the crazy amount of acquisitions they've made lately such as: ~ Sentrycs for $224.6–225 million ~ DZYNE Technologies for $875.8–879 million ~ Cyberhawk for $125 million ~ World View for $145–150 million ~ Mistral for $175–180 million ~ Omnisys for $197–212 million ~ Roboteam for $81.7 million ~ Aran Defense for $33 Million ~ Bird Aerosystems for $128 million This is a high risk, high reward story, not a faint for the heart investment. There's still chances of dilution (which we've seen many times now), operation risks while absorbing so many companies, cash burn and any geopolitical issues. Overall to me, Ondas is delivering the next generation of automation for commercial and defense systems, they have strong numbers, great guidance, and assemble a multi-domain portfolio of companies at a pace few others can. Told ya it was gonna be long but super informative. I hope you liked it and hope it helps whoever's interested in these companies like me. :) read more
Bitcoin ETFs attracted nearly $2 billion in new money, with BlackRock’s $IBIT accounting for almost 70% of the total. Ethereum ETFs also saw nearly $700M in inflows. Why the move? The U.S. Treasury announced larger long-term bond buybacks, initially pushing bond yields and the dollar lower. A weaker dollar can make assets like Bitcoin and gold more attractive to investors. Money is flowing back into crypto. Is this the start of another major Bitcoin move?read more
There's still TIME! 😂 You just have to know how to read and listen to it. 🤓🧠 If you are still looking for a place to lay your head, you may want to try here. Link in Bio. Natural selection is alive and well. 😐 This is the Way! 🏄♀️🌊
The U.S. Treasury just doubled the size of certain long-term bond buybacks from $2B to at least $4B per operation. Bitcoin and gold both jumped as markets started asking: is this an early step toward QE? Probably not — at least not yet. If the new buyback size continued for a full year, it would work out to roughly $128B. That sounds huge, but compared with roughly $11T of Treasuries that need to be refinanced or newly borrowed each year, it’s only about 1%. This isn’t money printing. Treasury is using existing cash to buy back bonds. The Federal Reserve isn’t creating new money to make these purchases. What matters is the signal. Treasury is showing that it’s willing to step in more aggressively when parts of the bond market need support. If problems in the Treasury market eventually become serious enough to bring the Fed back in, that would be a much bigger deal for inflation-sensitive assets like $XAU (Gold) and $BTC (Bitcoin) $BTC’s rally also had another possible catalyst: the U.S. administration made pro-crypto comments around the same time, so it’s difficult to know how much of the move came from the Treasury announcement alone. From a technical standpoint, though, Bitcoin had a strong move on high volume, closing above both the 2021 bull-market high (purple line) and the 200-day moving average (red line). The buybacks themselves are small. The market may care more about what they could eventually lead to. read more
One of the best parts about the Blossom community is how open everyone is sharing knowledge and experiences. To make things easier for anyone just starting their investing journey, here’s a simple glossary to help understand and simplify various terms. Common Terms: Dividend: A share of a company’s profits paid to shareholders, usually quarterly. Ex-Dividend Date: The cutoff date by which you must own a stock to receive its next dividend. ETF (Exchange-Traded Fund): A fund that holds multiple stocks or bonds, traded like a single stock. Covered Call ETF: An ETF that owns stocks and sells call options to generate extra income (higher yield, limited / capped upside). Earnings Report: A company’s quarterly financial performance summary. EPS (Earnings Per Share): A company’s profit divided by its number of shares. Market Cap: A company’s total value (share price × number of shares). ACB: The total amount you’ve paid for an investment, including the purchase price plus any fees or commissions. Book Value: The value of a company according to its financial statements (assets minus liabilities). Yield: Annual dividend as a percentage of the stock/ETF price. Liquidity: How easily an asset can be bought or sold without impacting its price. Volatility: The degree of price fluctuations in a stock or market. Index: A benchmark of stocks (e.g., S&P 500, Nasdaq, TSX). Bull Market: A period of rising stock prices and optimism. Bear Market: A period of declining stock prices and pessimism. False Breakout: When a stock’s price moves above (or below) a key level, making it look like a new trend is starting, but then quickly reverses back. P/E Ratio: Price-to-earnings ratio (stock price ÷ EPS), used to assess valuation. Blue Chip: Well-established, financially strong companies with a track record of stability. Diversification: Spreading investments across assets to reduce risk. Broker: A platform or firm that facilitates buying and selling investments. Limit Order: An order to buy/sell a stock at a specific price or better. Market Order: An order to buy/sell a stock immediately at the current market price. Bid/Ask Spread: The difference between the highest price buyers offer and the lowest price sellers accept. Dollar-Cost Averaging (DCA): Investing a fixed amount regularly to reduce the impact of market swings. Capital Gain/Loss: Profit or loss from selling an investment for more/less than its purchase price. IPO: When a company first sells shares to the public. Index Fund: A fund designed to mirror the performance of a market index. Short Selling: Selling borrowed shares, hoping to buy them back cheaper. Margin: Borrowing money from a broker to buy investments, which amplifies gains and losses. Margin Requirement: The minimum amount of your own money (equity) you must maintain in a margin account to open or keep a leveraged investment position. Margin Call: A demand from your broker to deposit more funds or sell assets because your account equity has fallen below the required margin level. Time Horizon: The length of time you plan to hold an investment before needing the money. Short horizons = more risk-sensitive, long horizons = more room to ride out volatility. Stock Split / Reverse Split: A split increases the number of shares (e.g., 2-for-1) while lowering the price per share. A reverse split reduces the number of shares (e.g., 1-for-10) while raising the price per share. Your overall value doesn’t change just the math. Long (Being Long): Buying a stock or asset because you expect the price to go up. Short (Being Short): Selling a stock you don’t own because you expect the price to go down, so you can buy it back cheaper later. TER: The total yearly cost of owning a fund, including the management fee plus other costs like administration, audits, and legal fees. MER: The annual cost that a fund charges for management (includes any leverage costs if used). Management Fee: A portion of the MER that goes directly to the fund managers for running the fund. Withholding Tax: A tax deducted on dividends/distributions from foreign investments (e.g., U.S. dividends to Canadian investors face a 15% withholding in TFSA/Non-Registered accounts). Total Returns: The full picture of an investment’s performance, including both price gains and dividends/distributions. CAGR: The average yearly growth of an investment over time. NAV: The price of one share of a fund (stock or etf) NAV Depreciation: When the fund’s share price goes down over time. Mutual Fund: A pool of money from many investors used to buy a mix of stocks, bonds, or other assets. Bond: A loan you give to a company or government, and they pay you back with interest. Asset: Anything valuable you own that can generate money. Portfolio: Your collection of investments. Option: A contract that gives you the right (but not the obligation) to buy or sell a stock at a set price. Future: A contract to buy or sell something at a set price on a future date. REIT: A company that owns real estate and pays investors income from rent. Alpha: A measure of how much better (or worse) an investment did compared to the market. Beta: A measure of how much an investment moves compared to the market. Sharpe Ratio: A way to see if returns are worth the risk taken. Hedging: Protecting your investments from risk. Rebalancing: Adjusting your portfolio back to your target mix of assets. FCF: Free Cash Flow Understanding these terms makes investing far less intimidating. If anyone feels other terms should be included, please share in the comments. I’ll update this post so we can build a complete beginner-friendly resource together! *Sorry tagged a few etfs for reach 🫣read more
Lovely people of blossom the moment (some of) you have been waiting for has finally arrived, thank you for waiting patiently for the mother of all research projects to drop. First I’ll give some context for the folks who are seeing this for the first time, I’m running an extensive research to go through the 13F filings of 11 small-cap, growth and biotech specialist hedge funds to track all new positions they’ve started, accumulated or exited in Q2, then I’m cross checking all names to find CLUSTERS of smart money behind specific companies, and finally I’m running a fundamentals analysis and catalyst dive to confirm positions I’m highly interested in following my self. It’s a massive research project that covered 754 companies in Q2 and you can get a little context on the project here: https://link.blossomsocial.com/7uYa/zhg3udgo Now let’s get to the juicy stuff you’ve all been waiting for The Clusters we found: 5-fund cluster —> 5 companies 4-fund cluster —> 17 companies 3-fund cluster —> 56 companies 2-fund cluster —> 154 companies For this specific post I’ll be focusing on the 5-fund cluster you can see the full list in the image and here is how to read the excel table. 🟢 NEW - dark green 🟢 ACC++ - major accumulation (>20%) 🟢 ACC - accumulated 🔵 HOLD - held unchanged 🟠 RED - reduced 🔴 RED– - major reduction 🔴 EXIT - fully exited Now this first wave of companies is obviously signaling VERY strong conviction from hedge funds during Q2, but the total funds invested are significantly smaller than those behind the companies in the 4-fund clusters. Without further Ado: $AXON Axon builds the entire technology ecosystem that police departments, security agencies, and increasingly private enterprises use to do their jobs. Most people know them as “the TASER company” - Q2 2026 revenue of $904M (+35% YoY) - 10th consecutive quarter > 30% growth. - Raised full-year 2026 revenue growth guidance to 32-34% - $15B in backlog bookings - Dedrone counter-drone surpassed $100M in quarterly revenue for the first time MAJOR Catalyst POV: - Counter-drone is exploding From near-zero to $100M+ quarterly. Drones are the new threat for airports, stadiums, military bases, and critical infrastructure. Axon is the market leader through Dedrone. - AI is a revenue accelerator, not a cost their Draft One tools saves officers 30-45 minutes per report. Departments pay extra for it. AI Era Plan revenue +700% proves the willingness to pay. Fundamentals: PASS —— $KRMN Karman makes the critical components that go INSIDE missiles, rockets, and defense systems, they are a major supplier to 80 of the defense primes including Lockheed and Northrop. - Q2 2026 revenue of $182M, up 58% YoY. - - Record backlog of $1.3B with nearly $500M in quarterly bookings - Expanding into European defense via Walker Precision acquisition - CEO confirmed the company is tracking 20-25% annual organic growth “for the foreseeable future,” stating “revenue could double in 3 to 4 years with potential inorganic growth accelerating that timeline.” MAJOR Catalyst POV: - Massive Backlog conversion potential through 2027+. They’re positioned as a critical subcomponent supplier across the entire US defense supply chain from missiles, hypersonics, submarines, to space launch, and UAS. - 200,000 sq ft Salt Lake City factory being fitted up with production capability online before end of 2026. Fundamentals: PASS —— $NAMS NewAmsterdam is developing obicetrapib, a once-daily oral pill that lowers LDL cholesterol (the “bad” kind) by an additional ~45-50% on top of whatever a patient is already taking. This one I considered a development stage company as it is still building up operating approval and generating little to no revenue. - Posted Net loss $(64.1)M - Strong runway of $678.3M cash + marketable securities MAJOR Catalysts: - I personally think this is the one they’re betting on: PREVAIL cardiovascular outcomes trial interim analysis. This is a 9,500+ patient study asking the ultimate question: does obicetrapib actually prevent heart attacks and strokes and if results are positive it would be breakthrough for the entire cardiovascular field. - European regulatory decision expected H2 2026. - US NDA filing, likely after PREVAIL data confirms outcomes benefit. Fundamentals: DID NOT PASS This is a bet on the probability of them getting obicetrapib approved after trials succeed (Think of it as the Cholesterol Pill That Could Prevent Heart Attacks!), which would deliver estimated sales of $3B-$5B, if it fails stock probably gets cut in half. ——— $RGEN Repligen sells the tools, systems, and consumables that pharmaceutical companies need to manufacture biological drugs at scale. - Q2 revenue of $204M, up 13% organic. - Proteins franchise surged 50%. - Raised full-year organic revenue growth guidance to 10.5%-13.5% and adjusted EPS to $2.03-$2.09. MAJOR Catalysts POV: - Cycle reversal: After the COVID vaccine boom, pharma companies had built up massive inventories of bioprocessing supplies. They stopped ordering, and Repligen’s growth collapsed. That cycle has now reversed. Proteins franchise surged 50% in Q2. Process Analytics grew over 30%. Emerging biotech revenue has grown high-teens for five straight quarters. The industry is restocking and expanding capacity again. - BioLife acquisition expected to close Q4 2026, expanding cell-therapy portfolio with at least $20M in first-year synergies. Fundamentals: NARROW PASS —— $MIRM Mirum develops and sells medicines for rare liver diseases, primarily in children and increasingly in adults who would previously have no medical alternative for some very tough symptoms. - LIVMARLI their approved medication generated $114M in Q1 net sales, up 55% YoY. - Full-year guidance raised to $680-700M. - Net loss $(67.2)M, EPS $(1.06) widening due to heavy R&D investments - ~87% product gross margin - negative FCF and high dilution to fund expansion This one has MANY catalysts stacked: Catalyst #1: Zilurgisertib PDUFA - Sep. 2026 FDA decision expected September 2026 for zilurgisertib in fibrodysplasia ossificans progressiva (FOP), an ultra-rare condition where soft tissue progressively turns into bone. If approved, Mirum plans a year-end 2026 US launch adding an entirely new disease and revenue stream. Catalyst #2: EXPAND Phase 3 - Q4 2026 The Phase 3 EXPAND study of LIVMARLI in additional rare cholestatic conditions is on track for top-line data in Q4 2026. This would expand LIVMARLI’s label beyond ALGS and PFIC into other cholestatic diseases. This opens up a new market approx. $1B in sales. Catalyst #3: AZURE-4 Data — Q4 2026 Hepatitis delta virus (HDV) data expected Q4 2026, on track for a potential BLA submission in H1 2027. HDV is a serious viral liver disease with no approved treatment. And many more catalysts on new rare medications in the pipeline, this one has massive potential in my view and could be the next ETON. (If you know me well enough you know what that means 🚀🚀🚀) Fundamentals: DID NOT PASS ——— Now where are you going to invest you own dollars Moe? Well, I picked 2 names from this round $KRMN and $MIRM price is right, entry point makes sense and both have an amazing array of catalyst that would most likely re-rate in the next 12-18 months. I’m also putting in $NAMS leap options as a lottery ticket if they do indeed approve a cure for heart attacks. That wraps up our first part of the Hedge Fund Hunt series folks! Hope you enjoyed it and are now even more excited to see the next even stronger, more investment allocated and much more diverse 4-fund cluster 🚀🚀🚀 If this doesn’t get a 100 likes at least after all the work I put in, I’m not sharing the rest! I’m kidding I’ll just settle for 50 likes 😅😅 Please follow my account if you are interested to see the rest of the list and full research. Have a lovely weekend everyone! Not financial advice, do your own research.read more
The other day @paulsantori commented on a post of mine talking about taxes and it got me thinking....How many times do we actually get taxed on the same money? I earn income → pay income tax. I buy a house → pay property tax every year. I buy something → pay sales tax. I take my family out for a meal -> more taxes I invest → potentially pay tax on dividends, interest or capital gains. I drive → pay taxes built into fuel. Buy a new car = taxed, buy a luxury car = taxed even more. It feels like the same dollar gets taxed over and over as it moves through the economy. Obviously, taxes pay for the services and infrastructure we all use. I’m not arguing that taxes shouldn’t exist. But it’s still pretty crazy when you stop and think about just how much of your income never actually makes it into your pocket or stays there.... Earn it. Taxed. Own it. Taxed. Spend it. Taxed. And then we wonder why building wealth takes so long. Rip to all those Etfs that I could've bought instead lol read more
Jeff Bezos's Amazon made a massive new $1.2 billion bet on XE, an outsized move that instantly became more than a quarter of the entire portfolio. Visit Bezos's profile to see his full portfolio and recent trades this last quarter from his 13F filing.
Prime Minister Mark Carney delivers remarks after suspending trade negotiations Mark Carney says Canada is walking away from a deal that asked too much and offered too little. He highlighted that Americans sold nearly $600 billion in goods and services to Canadians last year — about $1.6 billion per day. At the same time, the U.S. claims a merchandise trade deficit with Canada, driven largely by energy imports. Canada supplies roughly 99% of U.S. natural gas imports, 85% of electricity imports, and 60% of crude oil imports. Canada will now match new U.S. tariffs dollar-for-dollar, while supporting affected Canadian workers and businesses and accelerating trade diversification beyond the United States. The broader strategy: invest in energy, infrastructure, defence, aerospace, shipbuilding, critical minerals, and Canadian manufacturing. Canada would rather walk away from a bad deal than compromise its sovereignty, strategic industries, or freedom to trade with the world. 🇨🇦 ::: https://www.youtube.com/watch?v=GZTax-P4D1w&t=2584sread more
I think the market is focusing on the WRONG thing with a lot of these companies: $UBER Market: Autonomous vehicles could destroy Uber. Me: Uber could become the largest distribution platform for autonomous vehicles. $AMZN Market: AI spending is crushing free cash flow. Me: Amazon is building enormous AI capacity while AWS is accelerating, giving it the opportunity to monetize that infrastructure repeatedly through cloud, AI services and its own chips. $AMD Market: How much GPU share can AMD take from Nvidia? Me: AMD is building toward entire rack-scale AI systems across GPUs, CPUs, networking and software. $SOFI Market: It’s still primarily a lender. Me: Lending is becoming one piece of a much larger financial platform built around deposits, investing, credit cards, payments and fee-based businesses. $NOW Market: Traditional enterprise software growth has to slow. Me: ServiceNow AI already crossed $1B in ACV while the company is positioning itself as the control layer for enterprise AI. $BN Market: Complicated asset manager. Me: One of the companies best positioned to finance, build and own the power and infrastructure needed for the AI buildout. Sometimes the biggest opportunities come from realizing the market is asking the wrong question. read more
Distribution yield tells you how much cash the fund is paying you. It does not tell you how much money the fund actually earned. Income investing is not a new way of investing, and while today's covered-call ETFs are relatively new products, the financial engineering behind many of them is not. Leverage, derivatives, managed distributions and return of capital have been used by investment funds to enhance or maintain distributions for decades. Going back to the late 1990s, when I first entered the investment space, there were already funds paying double-digit distribution yields. And the same argument people have today about high yield distribution they were having then. Though they were far less vocal as it wasn’t as easy to converse with as many people all at once. The fascinating part is that most people understand this concept perfectly when you remove the investment fund from the equation. If you ask someone whether they can spend more money than they earn without eventually depleting their savings or taking on debt they understand that. Like if your household earns $80,000 a year but spends $120,000 every year, that extra $40,000 has to come from somewhere. You can sell stuff, withdraw savings or borrow money, but none of those things magically turn an $80,000 income into $120,000 of sustainable income. Yet put that exact same concept inside an investment fund and suddenly people seem to struggle with it. A fund can absolutely pay out more cash than it earns. What it cannot do is create economic return out of thin air. @karyungtom had a well written article on this point I encourage people read it. https://www.blossomsocial.com/posts/High-Yield__POST-1787186691972-RSs7aPx2_t00uBlccemcq8jzT?commentId=COMMENT-1787188693133-kl9V1UcW-45z9lALx4jh3jnD8_POST-1787186691972-RSs7aPx2_t00uBlccemcq8jzT&parentId=POST-1787186691972-RSs7aPx2_t00uBlccemcq8jzT&parentType=POST read more
📊 Long-Term Investing: The Power of Thorough Analysis When it comes to long-term investing, understanding the fundamentals of a stock is crucial. It’s not just about jumping on trends; it’s about making informed decisions based on solid data. This chart breaks down the essential financial statements—Balance Sheet, Income Statement, and Cash Flow Statement—that every investor should analyze before committing to a stock. 🔍 Balance Sheet: This tells you about the company’s financial health, specifically its assets, liabilities, and equity. A healthy balance sheet is a sign of stability and resilience. 💸 Income Statement: This shows the company’s profitability by detailing revenue, expenses, and profits. A strong income statement indicates a company that’s generating profits, a key factor for long-term growth. 💰 Cash Flow Statement: This reveals how the company manages its cash, from operations to investments and financing. Positive cash flow is essential for sustaining operations and fueling future growth. By mastering these fundamentals, you can make smarter investment choices that stand the test of time. Remember, successful long-term investing isn’t about timing the market; it’s about time in the market, supported by thorough analysis. $VGT$TXN$QQQ$AAPL$META #InvestSmart #LongTermInvesting #FinancialLiteracy #StockMarketAnalysisread more
Congrats, $SCHD, on reaching another new all-time high today! What an amazing ETF. Even more amazing that the ETF gave us SO MANY months of opportunity to buy at discounted levels, and I feel thankful for those months when I aggressively accumulated at low prices. (Disc: I'm long $SCHD. Not investment advice.)
You have $10,000 to invest today. You can only buy 3 stocks/ETFs and you have to hold them for 10 YEARS. What are you buying? 👇 I'd go $VOO, $QQQM, & $AMZN Let’s build a list of the best long-term investments on Blossom. 📈
I don’t trust any investing strategy I haven’t tested against my own panic. 😅 Turns out there’s science behind that instinct. Kahneman and Tversky found that losses hit us roughly twice as hard as equivalent gains feel good. So when the market drops and you feel like it’s the end of the world? That’s not drama, that’s your nervous system doing exactly what it’s wired to do. Here’s the part nobody tells you: the “perfect” portfolio on paper is worthless if you can’t actually hold it. I’ve watched people build beautifully optimized portfolios, then sell everything the second things got scary, locking in losses right before the recovery. The math was right. The human wasn’t ready. So now I ask a different question before investing in anything: not “what’s the highest return?” but “can I actually sleep at night holding this?” Your body answers that faster than any risk questionnaire. Tight chest, checking your phone every 20 minutes, that’s not weakness, that’s information. 🫀
