[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Simeon Research [@SimeonResearch_](/creator/twitter/SimeonResearch_) on x 5465 followers Created: 2025-05-07 14:25:40 UTC Latest moves on the Simeon portfolio & Thoughts 👇 Buys & Adds 🟢 $ITECH.ST at XX SEK per share (New) $NVDA at $XXX (Added X% to position) $GOOG at $XXX (Added X% to position) $PME.AX at $XXX per share (The New secret position) Sold/Trimmed 🔴 $HIMS at $XX (15% of the position Thoughts 🗨 Not much activity and opportunities currently, I consider still that NVDA for current multiple vs growth and demand still remains the best large cap in the USA market second best is Google which you also see I purchased some, the market is not pricing in properly their potential. The secret position I teased a month or so ago was Pro-Medicus one of the strongest moat companies I have ever seen, and even though multiples are very expensive, they can still deliver, as the CEO stated << There is no visual imaging in hospitals without us >> Itech presents one of the most interesting cases I have seen in the last X years, niche approach and sticky business model, if management held more shares it could have easily been a 7-9% holding for me. The runaway is long and majority of the TAM is unexplored. Long term hold! Sold a portion of hims as I consider the recent run up exaggerated and I see possible short term trouble ahead, keep the rest of my position though as it is a great company! How you folks rate my moves? 🤔  XXXXX engagements  **Related Topics** [hims](/topic/hims) [goog](/topic/goog) [nvda](/topic/nvda) [$hims](/topic/$hims) [$pmeax](/topic/$pmeax) [$goog](/topic/$goog) [$itechst](/topic/$itechst) [$nvda](/topic/$nvda) [Post Link](https://x.com/SimeonResearch_/status/1920122869046038613)
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Simeon Research @SimeonResearch_ on x 5465 followers
Created: 2025-05-07 14:25:40 UTC
Latest moves on the Simeon portfolio & Thoughts 👇
Buys & Adds 🟢
$ITECH.ST at XX SEK per share (New) $NVDA at $XXX (Added X% to position) $GOOG at $XXX (Added X% to position) $PME.AX at $XXX per share (The New secret position)
Sold/Trimmed 🔴
$HIMS at $XX (15% of the position
Thoughts 🗨
Not much activity and opportunities currently, I consider still that NVDA for current multiple vs growth and demand still remains the best large cap in the USA market second best is Google which you also see I purchased some, the market is not pricing in properly their potential.
The secret position I teased a month or so ago was Pro-Medicus one of the strongest moat companies I have ever seen, and even though multiples are very expensive, they can still deliver, as the CEO stated << There is no visual imaging in hospitals without us >>
Itech presents one of the most interesting cases I have seen in the last X years, niche approach and sticky business model, if management held more shares it could have easily been a 7-9% holding for me. The runaway is long and majority of the TAM is unexplored. Long term hold!
Sold a portion of hims as I consider the recent run up exaggerated and I see possible short term trouble ahead, keep the rest of my position though as it is a great company!
How you folks rate my moves? 🤔
XXXXX engagements
Related Topics hims goog nvda $hims $pmeax $goog $itechst $nvda