The WHOOP Effect

Something happened at the Australian Open this week that should make every investor pay attention.

Aryna Sabalenka—world No. 1, two-time defending champion—was asked to remove her WHOOP band before her first-round match. 

Days later, Carlos Alcaraz got the same treatment during his fourth-round match against Tommy Paul. 

The following day, officials spotted Jannik Sinner wearing one under his wristband before his fourth-round match and made him take it off too.

Three of the best tennis players on the planet. 

All wearing the same screenless fitness tracker. 

All told to remove it at a Grand Slam.

WHOOP founder Will Ahmed fired back on X:

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When Elite Athletes Can't Live Without Consumer Tech, Pay Attention

The Australian Open banned these devices despite the ITF approving Catapult/wearable technology for in-match use. 

Despite the WTA naming WHOOP its Official Fitness Wearable in a multi-year partnership announced November 2021. 

Despite the ATP approving in-competition wearables starting July 15, 2024.

Sabalenka is a WHOOP ambassador. In a WTA video, she explained that the band monitored her stress levels between matches and the data advised her to take days off after it found she was in the "red zone."

These athletes have access to every resource imaginable. Yet they're so reliant on continuous biometric data that they're tucking devices under their wristbands at Grand Slams.

WHOOP itself isn't publicly traded. 

But what WHOOP represents—the consumer demand for personalized, continuous health data—is a MegaTrend with clear investment implications.

There are now over 450 million smartwatch users worldwide. The underlying shift is real: consumers increasingly expect their health to be personalized, data-driven, and proactive rather than reactive.

And personalized fitness is just the gateway to personalized everything—personalized medicine, personalized supplements, personalized treatment protocols.

Two Companies Building the Infrastructure and Unlocking Insights:

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