$HIMS taught me an important lesson. The company was dealing with investigations involving the SEC, FDA and DOJ, alongside the lawsuit from Novo. At the time, the risk looked incredibly high. Stock dropped to $14. Andrew Dudum resolved the major issue in around a month and through all of the headlines, the business just kept operating as usual. Everyone underestimated management (except @alc2022, @hypergrowth102 and few others). The stock is now at $34. I think we're seeing something similar with AI infrastructure today. We're seeing restrictions in places like New York, while data center projects across parts of the US and Europe are being delayed or canceled because of power constraints, permitting issues and local opposition. If the company I'm invested in isn't dependent on t
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