Rockets and Duds: Week 18 - May 5, 2025

Chris White May 05, 2025
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5i Research Weekly Rockets and Duds

We had a few Rockets last week, as the S&P 500 posted its biggest winning streak in 20 years.

This week's 5i Research Rockets 🚀🚀🚀 and Duds 🚫🚫🚫 


Hims & Hers Health Inc. HIMS 🚀🚀🚀 Question: Hims & Hers is a company that: (a) Provides on-line marriage counseling so you can say what you really mean; (b) Provides products to 'spice up' a relationship; (c) Is a tele-health company that connects consumers to healthcare providers and access to drugs. Answer: (c). HIMS stock surged 45% last week after it teamed up with Novo Nordisk, its former competitor, to allow the sale of Novo's weight loss drug Wegovy. Happy HIMS shareholders can feel the fat melting away already. 

 
Galaxy Digital Holdings GLXY 🚀🚀🚀 What's new in the Galaxy? Well, in last week's space news, there was the discovery of a life signature on a distant planet, the discovery of a massive star-forming cloud named Eos, and a new NASA budget proposal that could impact future space missions. What's new with Galaxy? Not much, just an upcoming listing on Nasdaq, starting May 16, which resulted in a stock surge of 30% last week. Out of this world!
 
Oddity Tech Ltd. ODD 🚀🚀🚀  Who names their company Oddity? Seriously! Well, we guess investors are an odd bunch, and they drove up the shares of Oddity 43% last week. Oddity offers an AI platform to deploy data science to identify consumer needs and develop solutions for beauty and wellness products. Sounds like a make-up party run by robots, to us. The stock soared on strong earnings and guidance, as it called tariff risks 'manageable'. 
 
Vicor Corp VICR 🚫🚫🚫  Vicor makes power modules. Maybe it should look at making one for its stock, which fell 21% last week on the back of weak earnings. The decline brought out the usual ambulance chasing class action lawsuits. Vicor stock is 45 times' earnings, but still up 21% in the past year.
 
S&P 500 Index $SPX 🚀🚀🚀 They say fortunes are made in bear markets. While many investors fretted and sold over tariff and recession fears, the S&P 500 index quietly went up for nine consecutive days, giving it the biggest win streak in 20 years. The index rose 2.9% on the week, erasing all the losses since Trump's 'Liberation Day'. The government of course, will claim credit for the gains, even though it was responsible for the declines prior to this streak as well. 
Take Care,

Peter's Signature


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Analysts of 5i Research responsible for this report do not have a financial or other interest in securities mentioned. The i2i Fund does not have a financial or other interest in securities mentioned.

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