P Beads

Wise shared preliminary Q1 FY2026 metrics highlighting growth in its core business :
• Active customers increased to 15.6 million, up ~21% YoY.
• Cross‑border volume surged to £145.2 billion.
• Underlying income (revenue) climbed to £1.4 billion.
• Customer holdings reached £21.5 billion, indicating growing use of Wise accounts and services.

$HIMS Blood is Data

$M Macy had great debt/Equity ratio. Plenty of cash good dividend. Accounting unfortunate but has consistently beaten top line. It’s not a ten year hold but they start leveraging real estate it can be lucrative play

$HIMS Wow this needs to self medicate

$HIMS didn’t Amazon kill $CVNA https://www.amazon.com/Autolist-Used-Cars-Trucks-Sale/dp/B013TNEL8Q?dplnkId=650e139e-82b9-461e-8bf2-b7d9390bbae4&nodl=1

$BB. How can the following expand under the incoming Trump/Elon regime ?

BlackBerry has established several significant contracts and partnerships with the United States government, focusing on secure communication and critical event management solutions. Notable engagements include:
1. Department of Homeland Security (DHS) Contract: In October 2023, BlackBerry was awarded a seven-year Indefinite Delivery, Indefinite Quantity (IDIQ) contract by the DHS to develop and maintain a “Super Enterprise” for the Personnel Emergency Notification System (PENS). This initiative utilizes BlackBerry’s AtHoc critical event management system to enhance communication and accountability for all DHS employees and contractors during crises. 
2. Department of Defense (DoD) Compliance: BlackBerry’s Unified Endpoint Manager (UEM) achieved Security Technical Implementation Guide (STIG) compliance from the DoD, enabling its deployment across various DoD agencies, including the U.S. Army Corps of Engineers. This compliance underscores BlackBerry’s commitment to meeting stringent security standards required by the military. 
3. National Security Agency (NSA) Endorsement: In 2017, BlackBerry secured the right to provide the U.S. government with secure messaging tools for encrypting phone calls and text messages, receiving an endorsement from the NSA for these products. 
4. Boeing Collaboration: BlackBerry collaborated with Boeing to develop the Boeing Black, a secure Android smartphone designed for government and military use, featuring advanced security measures, including self-destruct capabilities to protect sensitive information. 

These engagements highlight BlackBerry’s ongoing role in providing secure communication solutions to various U.S. government agencies.

$AMZN 201 a Prime Day Space Oddity

$HIMS , Wondering why this is fighting to be green after such a top line beat. The conference call focused on GLP-1 weight loss and the fact that the average customer was a household earning 50K and 20% of those users were buying other treatments . This is great progress for people but if you are a growth stock you would want to here that households with six figure salaries were key customers as they would be more likely to financially renew their prescription as well as cross shop . People with medical coverage , would they only use this platform for discretionary reasons ?

$ODD Earlier adopter of Ai yet no new product development . If medical restrictions it’s understood but must be able to adapt color, texture , packaging whatever or your not advance. $AMZN matching Ai profit with results .

$DECK , International sales 2-4 years behind Domestic, nobody cares shoes are ugly if comfortable n durable .