Sam Badawi
@Sam_Badawi
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Host of The Solid Report on @WOLF_Financial | Livestreams & deep dives on stocks, fundamentals & Solid Talk | Comedy included | Subscribe to YouTube below
Los Angeles
Joined March 2020
Are the Markets About to Fall Off a Cliff? | $META $NVDA $ANET $AMD $SPY $QQQ $GOOGL $FIG $LMND $CVNA https://t.co/OlaK9lgcNO
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Some $HIMS bulls who exited over the past few months are likely feeling validated after this report, especially with revenue growth decelerating to 28% after running materially higher in prior periods. While some slowdown can be attributed to scaling effects, three consecutive
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$ORCL is now in its largest drawdown in history, deeper than the decline it saw during the dot-com bubble burst in 2000.
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$HIMS is down 8.33% in overnight markets.
Hims & Hers - Q4 2025 Earnings $HIMS 15.40 [-0.73% AH] ✅ Revenue: $618M (Est: $608M) [+28.4% YoY] ✅ EPS: $0.09 (Est: $0.03) Additional Metrics: - FY2025 Revenue: $2.35B [+59% YoY] - Subscribers: 2.3M+ [+12.7% YoY] - Gross Margin: 83% - Adjusted EBITDA: $280M Q1 2026
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$ARK Cathie Wood was back buying growth today, adding across multiple funds. $AVGO 18,534 shares $6,122,522 $AMD 34,573 shares $6,797,052 $FIG 477,445 shares $11,816,764 $KLAR 61,525 shares $788,751
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Anthropic launched Claude Code to help banks and enterprises upgrade old COBOL systems that still power most U.S. ATM transactions. The tool maps and analyzes legacy code, flags hidden risks, and converts it into modern languages with API layers, aiming to cut modernization
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$IONQ selected for the MDA SHIELD IDIQ framework with a contract ceiling up to $151B, positioning the company to compete for future quantum, sensing, networking, and space-based defense workloads. It’s one of 2,400+ eligible vendors, but inclusion expands exposure across missile
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The Trump administration now believes China’s DeepSeek may have used $NVDA most advanced AI chips to train its latest model, according to a U.S. official. Hard not to think back to early 2025 when DeepSeek first surfaced as a market scare, raising questions about export controls
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$NFLX just announced that there will be a second faceoff between Floyd Mayweather and Manny Pacquiao in September.
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Interesting move from the administration against Jane Street. Signals a more aggressive regulatory posture toward large trading firms, especially those with outsized influence across liquidity and derivatives markets. It isn’t often, but it can happen and remains a risk when
The administrator winding down Do Kwon’s Terraform Labs has sued Jane Street Alleging Jane Street engaged in insider trading to profit unlawfully from and ultimately hasten the crypto empire’s collapse - WSJ
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Some $HIMS bulls who exited over the past few months are likely feeling validated after this report, especially with revenue growth decelerating to 28% after running materially higher in prior periods. While some slowdown can be attributed to scaling effects, three consecutive
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Is the growth story for $HIMS over? Revenue has decelerated over the last three quarters.
Hims & Hers - Q4 2025 Earnings $HIMS 15.40 [-0.73% AH] ✅ Revenue: $618M (Est: $608M) [+28.4% YoY] ✅ EPS: $0.09 (Est: $0.03) Additional Metrics: - FY2025 Revenue: $2.35B [+59% YoY] - Subscribers: 2.3M+ [+12.7% YoY] - Gross Margin: 83% - Adjusted EBITDA: $280M Q1 2026
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Hims & Hers - Q4 2025 Earnings $HIMS 15.40 [-0.73% AH] ✅ Revenue: $618M (Est: $608M) [+28.4% YoY] ✅ EPS: $0.09 (Est: $0.03) Additional Metrics: - FY2025 Revenue: $2.35B [+59% YoY] - Subscribers: 2.3M+ [+12.7% YoY] - Gross Margin: 83% - Adjusted EBITDA: $280M Q1 2026
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Live on spaces with @DanielTNiles Discussing consumer credit, software Substack scare, security compliance concerns, and everything else.
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$UBER Expands Mobility Stack With SpotHero Parking Acquisition
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$ORCL is now in its largest drawdown in history, deeper than the decline it saw during the dot-com bubble burst in 2000.
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This post was in response to Citrini's viral article lastnight. Here is the article from @Citrini7 for reference https://t.co/gyZDgCIjRY
I spent 100 hours over the past week researching, writing and editing the piece we just put out. It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get
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$IBM is down almost 12% today after more agentic AI fears sweep across additional sectors.
Anthropic launched Claude Code to help banks and enterprises upgrade old COBOL systems that still power most U.S. ATM transactions. The tool maps and analyzes legacy code, flags hidden risks, and converts it into modern languages with API layers, aiming to cut modernization
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Amazon Expands AI Footprint in Louisiana Amazon $AMZN will invest $12B to build its first data center campuses in Louisiana, creating 540 full-time roles and another 1,710 related positions. The company also plans to commit up to $400M toward local water infrastructure,
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