Akash Nanndi
@NanndiAkash
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📈 Investor & tech buff | 🏏 Cricket, Fitness & Anime fan | Portfolio giants: $SOFI $HIMS Seeking the next big score!
Dublin, Ireland
Joined January 2022
🚀 My Top 10 Positions for 2025 – Deep Dive 🚀 As promised, I’m revealing my top 10 portfolio holdings! 🤑 I’ll break down my percentage allocation, cost averages, when I bought them, and the 2025 catalysts that have me hyped for what’s ahead. 🚀 Stay tuned—this is going to be good! #1 Position: $HIMS 💰 Portfolio Allocation: 44.8% 📉 Cost Basis: $14 👀 First Bought: Late 2024 I started tracking $HIMS when it was still a small cap and was blown away by its YoY growth, surging customer base, and expanding product lineup. I built my position early and averaged up from there. Now, 2025 is shaping up to be a breakout year for Hims & Hers. Here’s why I’m bullish: 🔥 Major Catalysts for 2025: 🏈 Super Bowl Ad Debut – $HIMS is making a bold statement with its first-ever Super Bowl commercial, highlighting its weight-loss treatments (GLP-1s) and calling out high healthcare costs. The ad, featuring Donald Glover’s This Is America, reinforces their commitment to affordable & accessible care. 💊 Generic Weight-Loss Medications – $HIMS is set to launch a generic version of liraglutide (GLP-1) by year-end, making effective weight-loss treatments more affordable. 🧬 Hyper-Personalized Wellness – They’re leveraging AI, telehealth, and advanced science to create customized health plans instead of one-size-fits-all treatments. ⚡ New Product Verticals – Expansion into menopause care & testosterone replacement therapy (TRT), addressing hormonal health for both men & women. $HIMS continues to disrupt healthcare and could see massive upside. 🔥📈
I started my investing journey in mid 2023. It has been a rewarding journey and this past year itself has been a crash course in many promising stocks, markets, and learning from the amazing #X community. Late-night research, trial & error, and absorbing wisdom from all of you—thank you! 🙌 One lesson stands out: Investing early is like planting seeds for a forest you’ll never see fully grow… but your future self will thank you. 🌳 Will share a glimpse of my portfolio next week and do some deep dive into my top 10 positions and what catalysts I see for those companies this year
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📢 CFD Trades Update – Locked in More Gains! 📢 As I mentioned in my last post, I rolled over 50% of my gains from $UPST & $SMCI into a buy CFD on $APP yesterday. Got in at $375 and closed at $517—not bad! 💰📈 I considered rolling it into $COIN, but history shows $COIN often dips post-earnings, even when they beat expectations. Could it jump 30% tomorrow? Sure. But I’m not getting greedy. 💡 Key Takeaways: ✅ Started with $1,200 two days ago—ended with $3,426 ( almost 3x )💸 ✅ Lesson learned: Only trade CFDs if you have strong conviction in short-term price movement. (I knew $UPST & $APP would crush it but wasn’t as sure about $SMCI and $COIN). ✅ Now, time to deploy some of this extra cash into undervalued stocks 😏 Anyone else riding CFD trades lately?
Yesterday, I made some solid trades with $UPST & $SMCI CFDs, locking in €600 in profits at market open. Today, I’m rolling those gains into $APP, expecting them to crush earnings & beat estimates 📈🔥 💡 What’s a CFD? A Contract for Difference (CFD) lets traders speculate on price movements without owning the asset. You profit from the difference between the entry & exit price. ⚖️ CFDs vs. Options: • No expiration dates vs. options have set expiry 📆 • Trade price movements without owning stock 💰 • Leverage-based vs. options requiring premiums 📊 CFDs can be powerful—but come with risk! Always do your research before trading.
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@fintechfusion No reason but a short squeeze going into earnings. Shorts panicking on guidance and uncertainty of when sema shortage would end. Maybe it wont end this year
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@paulcerro I'm here for the long haul. Already up 3x my initial investment and took some profits along the way already. let's say this goes down 50% post shortage ending, I'm fine with that I'll add more at that level if the fundamentals stay intact
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@paulcerro Why do you think $hims paid $16M for sharing their weight loss solutions if glp-1 was going to be a short term play. I'm sure management has something up its sleeve
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