$OPEN, $ONDS, $HIMS Lead High-Conviction Catalyst Trades

A mix of high-beta trades, thematic momentum, and catalyst-driven setups—from meme revivals to AI, drones, healthcare, energy, and rare earths.

The common thread: asymmetric risk/reward with near-term catalysts + narrative tailwinds.

1. $Opendoor Technologies Inc(OPEN)$

$OPEN...holy guacamole.

My top setup right now.

- financial "open house" on may 7th

- chart = basing + curling

- s tier leadership + team

- other former "meme stocks" ripping

- asymmetric r/r

...you're betting on the team + tam here.

Swinging $OPEN shares @ ~$5.44.

2. $Ondas Holdings Inc.(ONDS)$

$ONDS

- drone theme

- earnings catalyst may 14th

- huge merger with mistral recently

- counter-drone protection for '26 world cup (solid catalyst)

- gov't push for "drone dominance"

- gorgeous consolidation + flagging

$ONDS @ $10.32.

3. $Hims & Hers Health Inc.(HIMS)$

$HIMS

- peptides / glp-1 leader

- earnings may 11th AH

- clear catalyst (FDA meeting july 23–24)

- $Novo-Nordisk A/S(NVO)$ + $Eli Lilly(LLY)$ partnerships recently

- expanding product suite (testosterone + more)

- ai-driven treatment optimization

- subscription model scaling

$HIMS, still eyeing $40+ soon.

4. $First Solar(FSLR)$

Solar looking brighter.

$FSLR.

- dominant US solar manufacturer

- ai/data center energy demand longer-term driver

- massive backlog (multi-year visibility)

- solid earnings beat, record Q1 rev

- policy clarity is the BIG driver...watching this

- chart curling up

$FSLR @ $211

5. $AppLovin Corporation(APP)$

$APP

...another software name I'm watching.

- pioneering ai-driven ad platform

- unconfirmed openAI ad-monetization rumors

- recent leadership changes

- if SEC drops probe...watch out above

- ceo just went on @davidsenra pod👀

$APP earnings may 6th AH.

6. $MP Materials Corp.(MP)$

Spruced up the charts a bit.

$MP...up first.

- rare earth theme heating back up

- DoD's $400M equity investment (~15% stake)

- new $1.25B manufacturing campus

- key player in US's magnet independence

Can see $100 again. $MP now $66.

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