As-salamu alaykum everyone. I hope you are doing well. Interesting day in the markets today. We had a very eventful weekend with the United States striking Iranian nuclear facilities. And it looks like today the Iranian response came and it was quite limited. It basically launched less than a dozen missiles on a U.S. air base in Qatar, and all of them were intercepted. I think one of them was let go because it was headed nowhere. So the market liked this. It likes the fact that it doesn't appear like the Iranian response is going to be comprehensive or disrupt shipping lanes. Obviously, this could change as You probably noticed the world has become a pretty unpredictable place. But if we're looking at how the markets are doing today, you can see the Russell is up one point two two percent. Dow Jones is up point eight nine percent. The S&P is up point nine six percent and the Nasdaq is up one percent. You look at Tesla under our. Foresight was spot on in this case. Tesla was up eight percent. We did buy Tesla before market closed on Friday, so that worked out well. I will talk about their Robotaxi event, which was, I think, as good as one could hope for, despite some of the FUD that's going around online. Looking at other places in the market, Bitcoin miners did not so good today, but I do think their time is coming. And that brings me to Bitcoin itself, which has been consolidating around between one hundred and one oh five. Basically, it's now at one or three. But I do think the next next leg up will take it above one twenty. Certainly, if you look at the. If you look at the. money supply and the correlation between Bitcoin's price and global money supply. This is what that would suggest. Now, there are periods of time when Bitcoin kind of separates from that correlation, and that typically happens only twenty percent of the time. And typically there is some sort of, you know, exogenous political event, geopolitical event that is uh causing uh this separation this non-correlation and that's really where we have been with bitcoin uh money supply is going up but because investors have been nervous for a number of different reasons uh geopolitically uh most recently the uh iran u.s uh And then before that, Iran-Israel trading of blows. And then before that, you had the tariff scare. So these... political events are causing this separation or non-correlation between Bitcoin and the money supply. But I think eventually these events subside and they're no longer top of mind for investors. And then what takes hold is the market dynamics and the correlation with money supply will return. And that gives me confidence that the next next leg up for Bitcoin, I can't say when it will happen, but I think it's soon. The next leg up for Bitcoin will take us above one twenty and maybe to one fifty. perhaps as soon as the end of this summer. So we will see about that. Doge is at just shy of sixteen cents. Ethereum's at twenty three hundred. So let's talk about some of the winners and losers today. And what is next? So, as I mentioned, the Iranian response does appear to be limited. The missiles were intercepted in the skies of Qatar. Nothing was damaged in the U.S. bases. There were zero casualties. And according to Trump, they were given a heads up that this was going to happen. So the U.S. bases in Qatar were empty anyway. So there wouldn't have been casualties, even if those missiles reached their target. And a very good sign for markets and for just an insight into the level of nervousness that investors have, a very good sign is that oil dropped close to nine percent today. That means investors are betting that shipping lanes for oil are not disrupted. The Straits of Hormuz will not be closed. This is what the market is thinking, and that is a very good sign. This was obviously the number one economic threat that could have transpired from a conflict with Iran. Moving on to Tesla, I really do think that in terms of impact on our life, what happened over the weekend, which many people didn't pay attention to, is a lot more important than the first man on the moon in terms of practical impact on our lives. Because if you think about it, driving is such a big part of everyone's life. And that is set to change in a very big way. in the very near future, I should add. So the long-awaited Tesla Robotex event happened yesterday, and it was a success for all intents and purposes. It was a success. Tesla did have a a person in the passenger seat but no one in the driver's seat when these robo taxis were making their deliveries and many well-known personalities that cover Tesla were invited and they went on these robo taxi rides and the reports have been quite good and many of them live streamed their rides and really it's it's only a matter of time before that becomes the norm uh prices of rides were priced at four dollars and twenty cents and you don't have to tip the driver because there is no driver so If I was Uber, I would be supremely nervous today, and I would really be thinking about how I'm going to save the business because the business will be disrupted in a very big way. Coming soon to you. As I've said many times, the RoboTaxi doesn't necessarily need a dedicated RoboCab. The Teslas that are on the road right now, most of them hardware three and four actually can likely support the robo taxi software and therefore can become robo taxis themselves. Millions of cars across the world. And so. Elon Musk recently mentioned in an interview on CNBC that he thought by the end of next year, you could have north of a million robo taxis on the road. And he is referencing this fact, which is that they already have distribution. They already have close to eight million vehicles on the roads. Worldwide and all what's going to take for them to become robo taxi capable. Obviously there are some regulations in different jurisdictions that they have to be mindful of, but all what separates them from being a functional robo taxi is a software update. So this is going to happen slowly and then all at once, as I continue to say. And the roads in two to three years are going to look a lot different than what they look like right now. And that's very exciting. Today, Tesla stock popped, as I mentioned, close to eight percent. At one point, I think it was north of ten percent. But this is just the beginning. As I've mentioned for a while now, I think that Tesla may go on and twelve to eighteen month run. That is quite remarkable. In other news, there was a breakup between HIMSS and Novo Nordisk. They sell the Wegovy weight loss drug. And as a result, HIMSS was downed. By the way, for those unfamiliar, HIMSS is a company that essentially does direct to consumer products. pharmacy sales, basically. So if you need medicine, you can just order online from their site and they'll ship it directly to your house. And they do have and are continuing to work on vertical integration. So they have their own factories where they're compounding medicines and they're kind of want to be from sort of own the process from start to finish, but they also have partnerships with, or they had partnership with a company like Novo Nordisk, which makes its own medicines, but they can sell it through HIMSS. And the breakup came, and I'll tell you my position on this. So this was the CEO of HIMSS. He is basically saying that, you know, we're disappointed Novo Nordisk management is misleading the public. So Novo Nordisk was saying HIMSS is selling a bunch of stuff that is not FDA approved, the materials that they're using in their compounded drugs. have not been properly tested and vetted. And a lot of their suppliers are coming from China and that's not safe. And they should be selling our stuff basically, but they're not selling our stuff. They're not pushing our stuff. implied, if you read between the lines, they're not pushing our stuff and making it front and center. They're actually allowing patients to buy these compound drugs that have not been thoroughly vetted like our drugs have been. This is Novo Nordisk's claim. And this is why they're claiming that they had to end their partnership. Now, the CEO of HIMSS mentioned that Novo Nordisk commercial team increasingly pressured us to control clinical standards and steer patients to Wagovi, which is their drug, Novo's drug, regardless of whether it was clinically best for patients. We refuse to be strong-armed by any pharmaceutical company's anti-competitive demands that infringe on the independent market. decision making of providers and limit patient choice. We take our role of protecting the ability of providers and patients to control individual treatment decisions extremely seriously and will not compromise the integrity of our platform to appease a third party or preserve a collaboration. The health and wellness of individuals always comes first. we will continue to offer access to a range of treatments, including Wegovy, to ensure providers can serve the individual needs of patients. So I happen to think that, you know, and given my familiarity with Novol, and some of the things that they've done in the past. I'm kind of leaning towards the Hems CL version of events where Novor is kind of upset that Hems is selling this cheaper alternative to their drug. It's not about safety at all. It's not about FDA approved or not. It's not about any of that. I don't think. I think it's about him saying, you know what, you can buy Novo's product or you could buy this cheaper compound and you can make the choice. And Novo is very used to, and most pharmaceutical companies, Eli Lilly and others, they're used to charging a premium because their name is on the medicine. But in terms of efficacy of the medicine itself, I'm not really sure that It's worth the upcharge. And HIMSS is putting that to the test. And companies like Novo don't like that. That's why the separation happened. So that's my take on this. And so given... given the fact that HIMS is down today, thirty four percent, which is quite astonishing. Thirty four percent. There might be an opportunity here for those who are interested in HIMS. I think it's a very well run company. It's definitely I think the future is, you know, direct to consumer pharmacies as opposed to, you know, Walgreens and CVS. Every time I step foot in one of them, it's It looks sad to go in there. It looks like a shell of an operation that used to be good, but now is kind of depressing to just be in there. So I think those are sort of on their way out. CVS, Walgreens, other physical pharmacies are on their way out. And then these direct-to-consumer personalized services like HIMSS, like LifeMD, and others will take their place. There's an opportunity here. We were invested in HIMSS. We doubled our money, and then we got out. And the reason why I got us out is because I was kind of uncomfortable with their marketing. I felt that their marketing kind of had some social agenda behind it. I'll take another look at them just because I think it's an interesting company and definitely I think it's promising. But if I'm not comfortable with it, I'm not going to invest. So if nothing has changed, I'll stay away from it. And alhamdulillah, we're doing great. very good in the positions that we had. We had one new position that we added in the last week, I believe. I was up twenty three percent today. So alhamdulillah, there's no shortage of opportunities out there. So I'm not going to do anything that I'm not completely comfortable with. And with that being said, I would like to, first of all, shout out and thank and also share with you a comment that kind of made my day. um your crash rack on our discord a private uh discord says random thought I've subscribed to a few investment groups and this one just feels right I'm so grateful for all the thoughts and opinions here alhamdulillah it's been good to me even with the possible lows I'll always be grateful to see a group of muslims united to elevate each other I thought I'd share this even though I'm not usually active in chat jamal mubarak so this was from uh last friday but I just wanted to share it because I was very proud and happy that this person had that experience and thank you for sharing it also for our members when you do have a good experience share it on discord and I might uh add it to our live inshallah all right so with that being said uh if you'd like to join our pif community the link to do so is in the description and let's go to questions I mean says thank you sir Hamid says, Salam, brother Akan. Any news for lithium? Not really. It's kind of wait and see mode. But what we have waited for, inshallah, is longer than what is left. So the period that we've been waiting is longer than what is left here. Inshallah, we'll see some movement there. Asif says, Salam. Thoughts on hymns dropping? I covered that. Haroon says, Assalamualaikum. Zooks Amazon is quite cool, though it is more expensive than a Tesla, I think. What do you think about those, Rakan? So I think Tesla's in the clear lead. There may be some other cool plays out there. But why would I skip number one for a distant number two or three? And I think that's the case here. I'm not too familiar with Zoox, but if I had to guess, it's kind of analogous to SpaceX versus Blue Origin. They're kind of in different leagues. uh also says uh hi thanks for covering hymns oh okay sorry yep uh my pleasure uh rashad nice to see you uh thanks for moderating this man says okay I'm not the person about hymns I'm glad I covered it omar says do you think it's too late too risky to buy crypto mainly bitcoin at the moment well I can tell you what I'm doing and I have a lot of Bitcoin and Bitcoin proxies in my portfolio. You can do with that what you want. Salam aleikum brothers. Thank you, Abdul. I hope you have a great start to your week as well. top financial investment channels that you follow. So a lot of it, actually most of it comes from X. I do like to follow X. I also think Invest Answers does a really good job. And yeah, they're trying to think. Yeah, I would say X is like the primary news source for me at this point. If you just search for a particular ticker, you'll get basically the top insights on that particular ticker. And a lot of them tend to be extremely insightful. Other than obviously going to the primary source yourself, which is the investor relations page for any company that you're trying to do a deep dive on or get some insights from. So I do recommend, you know, processing information for yourself first before you take, you know, the processed information of someone else. And, and that way you can, So Warren Buffett, when he values companies, he likes to not know what the stock price is. So he comes out with a stock price and then he checks what the market is trading it for. So similarly, I think that's a pretty good approach. So first, try and form your own opinion before you take the analysis of someone else. Then with the winning... With the winning comment of the day, Hassan says, my top financial channel is PIF. Excellent. Thank you, sir. Do leave a like if you enjoyed this live Become a PIF member if you haven't already. Until next time, make sure to take care of yourself. Assalamualaikum and peace be upon you all.