RJ Hamster
Unicorn potential. Pre-IPO access
Some companies you only hear about after they IPO.
And some…
Eventual unicorns like Uber, Airbnb and OpenAI…
Forced the world to pay attention long before that.
Mode Mobile could be a new member to that second group.
Uber turned cars into taxis, Airbnb turned homes into hotels, and Mode Mobile is turning smartphones into EarnPhones.
With $115M+ in revenue, 3-year growth of 32,481%, and an ecosystem with more than 490M+users, it’s what investors call a “category disruptor.”
The kind that could turn early capital into generational wealth.
They’re raising privately.
For now.
But investors can get $0.50 pre-IPO shares (with a 20% bonus).
With a Nasdaq ticker ($MODE) secured, and early backers like Kevin Harrington from Shark Tank, the company has its eyes on potentially going public.
Their previous two raises sold out, and this one is on track to do the same.
>> Review the offer before it closes
Further Reading from MarketBeat.com
Hims & Hers Stock Plunges After Q1 Miss: Is the GLP-1 Pivot Enough to Fuel a Recovery?
Reported by Jessica Mitacek. Originally Published: 5/12/2026.
Key Points
- Hims & Hers shares plunged over 12% in after-hours trading after reporting a Q1 double-miss, with an EPS loss of negative 40 cents versus four cents expected and year-over-year revenue growth of just 3.8%.
- The company is seeing success with its Novo Nordisk partnership, fulfilling over 125,000 Wegovy shipments in Q1, and planning to bolster its global footprint through the acquisition of Eucalyptus.
- Management raised full-year guidance and reiterated ambitious 2030 revenue targets, supported by operating in high-growth telehealth and weight-loss markets that are projected to expand significantly through the end of the decade.
- Special Report: Have $500? Invest in Elon’s AI Masterplan
Shares of telehealth provider Hims & Hers Health (NYSE: HIMS) sold off sharply after disappointing Q1 FY2026 financial results. The stock fell more than 12% in after-hours trading following the company’s report on May 11.
Expectations for the quarter were high, particularly after the company partnered with Danish multinational pharmaceutical company Novo Nordisk (NYSE: NVO).
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In March, Novo Nordisk dismissed its patent infringement lawsuit against Hims & Hers Health and entered into a partnership with the company to sell its GLP-1 weight-loss drugs Wegovy and Ozempic on the telehealth platform.
But that wasn’t enough to keep the company from posting a double miss in its Q1 report, marking the company’s fourth miss on both earnings and revenue in the past five quarters. Shares of HIMS are now down more than 50% over the past year, including a loss of nearly 20% year-to-date.
The Losing Streak Continues for Hims & Hers Health
On Monday, the company reported a Q1 earnings per share (EPS) loss of 40 cents, missing analyst expectations for a four-cent loss by a wide margin.
Quarterly revenue came in at $608.10 million, which was also below the consensus estimate of $616.84 million. Concerningly, that figure represents just 3.8% year-over-year revenue growth.
The company attributed slow revenue growth and the earnings loss to approximately $33 million in restructuring charges, including a roughly $28 million write-down tied to the GLP-1 compounding pivot.
The earnings report wasn’t all bad news, though. Hims & Hers Health highlighted how its GLP-1 strategy pivot with Novo Nordisk is already bearing fruit. The company fulfilled more than 125,000 Wegovy shipments in Q1 and is on track to add more than 100,000 new weight-loss subscribers per month.
Hims & Hers also noted that international expansion is becoming an increasingly important strategic focus. The acquisition of Eucalyptus is expected to be completed in the second half of the year, broadening the company’s global footprint and supporting its 2030 targets of at least $6.5 billion in annual revenue and $1.3 billion in adjusted earnings before interest, taxes, depreciation and amortization (EBITDA).
In his earnings call comments, CEO Andrew Dudum said the company’s growing international reach is becoming a competitive advantage because it expands its total addressable market, increases its value to industry partners, and strengthens platform network effects.
Perhaps most importantly for buy-and-hold investors, management raised its full-year guidance for revenue to a range of $2.8 billion to $3 billion and adjusted EBITDA to $275 million to $350 million. Dudum added that “2026 is proving to be a year of accelerating growth, which reinforces our confidence in our ambitious 2030 targets.”
Hims & Hers Remains a Growth Story
The company sits at the intersection of multiple high-growth markets. According to industry consultancy firm Grand View Research, the global weight-loss supplement market, which was valued at $33.14 billion in 2024, is expected to grow at a compound annual growth rate (CAGR) of 14.17% from 2025 to 2030, reaching nearly $72 billion.
Grand View Research forecasts that the global telehealth market will experience even faster growth, with a CAGR of 24.68% from 2025 to 2030. That would lift its value from just over $123 billion in 2024 to more than $455 billion by the end of the forecast period.
And while growth for the global hair thinning marketis not expected to be as pronounced as it is for the telehealth and weight-loss markets, Grand View Research pegs its CAGR at 10.85% from 2025 to 2030.
Those projected gains bode well for Hims & Hers Health, which is in the process of transitioning from a niche wellness brand into a comprehensive, technology-driven healthcare platform. The company is also expanding into cardiovascular screenings, preventative care, dermatology, and diagnostic partnerships.
The Long-Term Prospects Remain Positive
Despite the recent selloff, analyst expectations remain mostly positive.
While the stock carries a consensus Hold rating, its average 12-month price target suggests more than 15% potential upside. The high-end price target of $60 implies as much as 100% potential upside, while the low-end target of $18 suggests shares of HIMS could see additional losses of around 38%.
In the short term, traders should expect more volatility ahead. Current short interest is concerningly high at more than 31%. And while institutional activity slowed dramatically in Q1, sellers outnumbered buyers in Q4 FY2025, with outflows of $861 million easily surpassing inflows of $318 million.
At the same time, insider buying has disappeared, while insider selling has totaled nearly $125 million over the past year. That has driven down insider ownership to less than 13%.
With a trailing 12-month EPS of 51 cents and a forward price-to-earnings ratio of around 48, Hims & Hers Health’s earnings are expected to grow more than 26% over the next year, from 53 cents per share to 67 cents per share.
Further Reading from MarketBeat.com
3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes
Reported by Bridget Bennett. Originally Published: 5/4/2026.
Key Points
- The AI buildout is driving an unprecedented surge in power demand, with U.S. electricity needs projected to grow by 166 gigawatts by 2030.
- This structural shift favors companies supplying behind-the-meter, off-grid power solutions over traditional utilities.
- Rob Spivey of Altimetry Research identifies GE Vernova, Bloom Energy, and Kodiak Gas Services as three energy companies positioned to benefit from the “bring your own power” trend, where hyperscalers bypass the grid entirely to build self-sufficient data center campuses.
- Special Report: Have $500? Invest in Elon’s AI Masterplan
Every AI bull run eventually collides with a hard physical constraint. Right now, that constraint is power.
Rob Spivey, director of research at Altimetry Research, has spent months mapping the energy infrastructure buildout behind the AI boom, and his findings point to a specific kind of company that stands to benefit most. Not just any energy stock, but the ones that can deliver power without waiting on regulators, utility approvals, or the grid itself.
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That thesis is increasingly playing out in real time. When the Federal Energy Regulatory Commissionlast projected U.S. power demand growth out to 2030, the number came in at 166 gigawatts, up from just 24 gigawatts in 2022. The reason is straightforward: training AI models and running data centers around the clock requires massive, uninterrupted electricity. And the companies building those data centers know they can’t wait for the grid to catch up.
Why Hyperscalers Are Ditching the Grid
The problem isn’t just demand; it’s friction. Data centers are running into what Spivey calls NIMBYism: “not in my backyard” pushback from communities opposed to the power price spikes that come with large-scale AI infrastructure. In some markets, grid interconnection wait times stretch beyond six years. Data center shells sit fully built but unpowered.
Meanwhile, the hyperscalers are spending as if none of that friction exists. Meta Platforms (NASDAQ: META) recently guided to $125–$145 billion in data center capital expenditures for the year. Total hyperscaler spending across Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOGL), and Meta is on pace to exceed $700 billion. The reason they won’t stop, Spivey argues, is structural: this is a winner-take-all race to artificial general intelligence, and the first company to blink effectively declares itself the loser.
The solution is what Spivey calls “bring your own power.” This is behind-the-meter generation that bypasses the grid entirely. Oracle’s Project Jupiter campus in New Mexico is being built entirely off-grid. West Texas is seeing similar developments. The real investment opportunity sits not in utilities waiting to sign grid connection agreements, but in the companies actually building the power.
GE Vernova: The Turbine Monopoly No One Fully Prices In
The first name Spivey points to is GE Vernova (NYSE: GEV). When you need to build a natural gas power plant—the kind that can run 24 hours a day, 365 days a year—there are only three companies in the world that make the turbines: Siemens Energy (OTCMKTS: SMEGF), Mitsubishi (OTCMKTS: MSBHF), and GE Vernova. That supply constraint is already showing up in the order book.
According to GE Vernova’s Q4 2025 earnings release, gas turbine backlog and slot reservation agreements reached 83 gigawatts by the end of 2025, up from 62 gigawatts just one quarter earlier. The company is targeting around 20 gigawatts of annual production capacity by mid-2026. Its total backlog across all segments now sits at $150 billion, up 26% year over year. Turbine reservations are on track to be sold out through 2030.
The deeper story, Spivey argues, is in the margins. When GE Vernova was spun out of General Electric in 2024, it carried a 3% earnings margin, weighed down by costs inherited from the parent company. Its peers, by comparison, operate at roughly 20% uniform margins. That gap is closing. As capacity expands and legacy costs burn off, GE Vernova isn’t just growing revenue, it’s growing into what its business should have been worth all along.
Even after a significant run, Spivey sees more room ahead. His research has found that in the middle of a bull market, companies that have already doubled have a better-than-coin-flip chance of doubling again—and when uniform accounting confirms the valuation still has room, that probability rises further.
Bloom Energy: The Fuel Cell Company Hyperscalers Just Validated
With Bloom Energy (NYSE: BE), the setup is different, and arguably more dramatic.
Bloom Energy makes solid oxide fuel cells: devices that take natural gas and convert it directly into electricity, without combustion and without connecting to the grid.
For a hyperscaler that wants reliable, around-the-clock power on its own terms, that’s an attractive proposition. The question has always been whether Bloom could scale fast enough to matter.
Oracle’s (NYSE: ORCL) Project Jupiter answered that question in a significant way. The data center campus in New Mexico, one of the largest AI infrastructure projects announced in recent years, will be powered entirely by Bloom’s fuel cells, with a capacity of up to 2.45 gigawatts. Per a deal announced in April 2026, Oracle has contracted for up to 2.8 gigawatts from Bloom across multiple deployments.
Two years ago, Bloom was producing around 100 megawatts of capacity annually. The company has outlined a path to 5 gigawatts per year by 2030. Each deployment also carries a recurring revenue tail: the fuel cells require periodic catalyst replenishment, meaning every megawatt sold generates a service relationship that doesn’t end at installation.
Spivey’s uniform accounting analysis also found that Bloom was already profitable in 2021 and 2022, at a time when conventional accounting made it look like a money-losing startup. The market, he argues, is still partially anchored to that older view, and the actual earnings trajectory looks far stronger than the as-reported numbers suggest.
Kodiak Gas Services: The Double Dip Most Investors Haven’t Found Yet
The third name is more off the radar: Kodiak Gas Services (NYSE: KGS). Most investors know Kodiak as a contract compression company. It operates fleets of compressors that push natural gas through pipelines as it travels from wellhead to destination. More demand for natural gas means more demand for Kodiak’s compressors. That alone gives it leverage to the AI energy buildout.
But the bigger move is what Kodiak has done more recently. In early 2026, the company completed its acquisition of Distributed Power Solutions, rebranding the business as Kodiak Power Solutions. The deal added approximately 395 megawatts of distributed generation capacity—turbines and reciprocating engines that can be deployed wherever power is needed, including directly at data center sites. Around two-thirds of that acquired fleet is already contracted to data center operators.
The strategic logic is clear: the same operational expertise Kodiak uses to run compression fleets in the field translates directly to running mobile power generation at data center campuses. The company can now sell power at better pricing into high-demand digital infrastructure markets, while its compression business benefits from the increased natural gas volumes that AI-driven electricity demand will require.
Spivey describes this as a double dip—more natural gas throughput drives compressor demand, and more data center power demand lets Kodiak sell generation capacity at premium pricing. The market, he says, hasn’t fully priced what that combination does to long-term profitability. The U.S. natural gas advantage reinforces both sides: EQT (NYSE: EQT), the country’s largest producer, can extract gas for around $1 per BTU against a market price near $5, a cost floor that keeps natural gas the most viable near-term fuel for AI power.
2 Names to Avoid in This Cycle
Not every energy company benefits equally from this shift, and two in particular stand out as names Spivey would sidestep.
The first is NextEra Energy (NYSE: NEE). On the surface, it looks like a perfect fit: the largest utility in the world, with major exposure to wind and solar. But data centers need baseload power—electricity that runs consistently, around the clock, regardless of weather. Wind and solar don’t provide that. Battery backup extends renewable generation by a few hours, not the full overnight window a data center requires. NextEra is structurally misaligned with what the biggest power buyers actually need.
The second is AECOM (NYSE: ACM). Construction and engineering stocks should theoretically ride the data center buildout higher, but AECOM’s project exposure skews toward transportation and wastewater, not power generation and digital infrastructure. The stock was under pressure for months while better-positioned peers ran. When the market is clearly telling you a company isn’t in the right lane, Spivey says, it’s worth listening.
Microsoft CEO Satya Nadella put it plainly: the company has NVIDIA (NASDAQ: NVDA) chips ready to deploy. The bottleneck is power. The chip stocks got there first, but the energy infrastructure story may have more runway left than most investors realize.
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Disclosures
*Please read the offering circular and related risks at invest.modemobile.com.
*Mode cumulative revenue includes full year revenue of businesses acquired in 2025.
Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.
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