HIM

HIMS

17 tracked calls · 13 long · 4 short · last 90d: 4L/1S

first called by All-In Podcast 6mo ago

HIMHIMSLONG3w ago

“But on this looks maxing internet porn thing thesis I think Hems looks great. It's kind of printing a Robin Hood fractal, no?”

ThreadGuy

Hims is printing a bullish fractal chart setup as a direct, cheaper expression of the consumer biotech and looks-maxing boom.

HIMHIMSLONG@ $35.66

$27.53-22.81%

since call Jul 9

peak +3.1%

Trade on Robinhood →

HIMHIMSLONG1mo ago

“peptides have become safe haven assets”

RJCcapital

Peptide/GLP-1 compounding demand gives HIMS safe-haven status, insulating it from macro volatility

HIMHIMSLONG@ $34.84

$27.53-21.00%

since call Jun 23

peak +9.0%

Trade on Hyperliquid →

HIMHIMSLONG1mo ago

“safe haven assets”

RJCcapital

HIMS sarcastically crowned a 'safe haven asset' — bullish conviction call on the telehealth platform

HIMHIMSLONG@ $34.89

$27.53-21.10%

since call Jun 23

peak +9.0%

Trade on Hyperliquid →

HIMHIMSSHORT1mo ago

“I, I wonder, what does a company like Hims do? How do you beat Bryan Johnson distribution? You probably don't... if you're Hims, how do you beat Bryan Johnson…”

ThreadGuy

Bryan Johnson's longevity drug platform with elite distribution directly threatens Hims, with no way to compete.

HIMHIMSSHORT@ $27.37

$27.53-0.56%

since call Jun 10

peak +10.2%

Trade on Hyperliquid →

HIMHIMSLONG2mo ago

“Hims earnings on Monday is up 10%, painting a pretty chart, cannot lie.”

ThreadGuy

First earnings since the lawsuit, 34% short, down from $72 to $26: squeeze setup on Monday print

HIMHIMSLONG@ $28.18

$27.53-2.33%

since call May 8

peak +30.1%

Trade on Hyperliquid →

HIMHIMSLONG3mo ago

“most people, like the dumb retail money, is all now at the same time throwing headlines and charts and ideas into AI, asking it what to long, and are just…”

ThreadGuy

Hallucination yield: as retail dumps headlines into AI and slams the suggested ticker, AI picks become flows.

HIMHIMSLONG@ $28.97

$27.53-4.97%

since call Apr 27

peak +26.5%

Trade on Hyperliquid →

HIMHIMSSHORT3mo ago

“it's the most easily vamplable moat of all time... I am a subscriber of Hims and I do use it, but it feels like the most easily vamplable business in the…”

ThreadGuy

Hims has the most easily copied moat ever; Amazon, Walmart GLP-1 launches eat the upside

HIMHIMSSHORT@ $28.89

$27.53+4.73%

since call Apr 22

peak +13.3%

Trade on Hyperliquid →

HIMHIMSSHORT3mo ago

“Amazon basically vamped him's business model one-to-one... This is exactly why I sold him when I did, because to hold it any longer was to fundamentally…”

ThreadGuy

Sold Hims before Amazon launched a one-to-one GLP-1 clone; the model has no moat against distribution giants

HIMHIMSSHORT@ $30.59

$27.53+10.00%

since call Apr 21

peak +17.8%

Trade on Hyperliquid →

HIMHIMSLONG3mo ago

“this idea of hallucination yield which is like figuring out what the AI is going to tell everybody to do and getting in front of that is probably very…”

ThreadGuy

GPT/LLM recommendations now drive retail flows; front-run what the AI tells everyone to buy

HIMHIMSLONG@ $31.13

$27.53-11.58%

since call Apr 20

peak +19.0%

Trade on Hyperliquid →

HIMHIMSLONGPOSITION3mo ago

“We saw that RFK announcement where he's basically like, look, we are going to hyper speed up the process of the FDA of getting these peptides approved. And…”

ThreadGuy

Sold the HIMS leverage long into peak attention; RFK peptide approval news drove the megachurch run, exit when crowd piles in.

HIMHIMSLONG@ $29.34

$27.53-6.17%

since call Apr 17

peak +29.9%

Trade on Hyperliquid →

HIMHIMSLONG3mo ago

“Hims which I'm in. It's also in my body, like I take it every day. Finasteride, it's the craziest business model of all time, is absolutely ripping.”

ThreadGuy

Hims rips on RFK peptide reclassification, a megachurch attention trade riding looksmaxing demand

HIMHIMSLONG@ $26.38

$27.53+4.36%

since call Apr 16

peak +38.0%

Trade on Hyperliquid →

HIMHIMSLONGPOSITION3mo ago

“I hold no stocks except for a Hims long that I took 30 minutes ago. Okay, we got it down as much as 10%.”

ThreadGuy

RFK peptide reclassification reopens the gray market; HIMS captures it at 70-80% margins and shorts cover.

HIMHIMSLONG@ $26.01

$27.53+5.81%

since call Apr 15

peak +45.5%

Trade on Hyperliquid →

HIMHIMSLONG3mo ago

“GLP-1s have a bunch of downstream effects. … We invest in companies that ultimately take share because of a world where GLP-1s are important.”

TBPN

A GLP-1 world rewires consumer health spending toward platforms that own the behavior shift; HIMS takes that share.

HIMHIMSLONG@ $23.19

$27.53+18.68%

since call Apr 15

peak +60.3%

Trade on Hyperliquid →

HIMHIMSSHORT3mo ago

“the on track is doing a lot of work … that's clearly an ARR number that's extrapolated out”

TBPN

GLP-1 telehealth revenue rests on extrapolated ARR; FDA/Novo crackdown on compounded semaglutide knocks the public proxy down.

HIMHIMSSHORT@ $20.28

$27.53-35.76%

since call Apr 6

Trade on Hyperliquid →

HIMHIMSLONG4mo ago

“there's just such overwhelming demand for these products that you could come in as a new company and scale. … the market overall is just growing so quickly…”

TBPN

GLP-1 telehealth demand is so deep new entrants scale to $400M fast; the listed proxy re-rates up.

HIMHIMSLONG@ $18.68

$27.53+47.40%

since call Apr 2

peak +97.1%

Trade on Hyperliquid →

HIMHIMSLONG6mo ago

“The only investments we've ever made in those spaces are ones that go direct to consumer because we know going through the government, there's just not enough…”

All-In Podcast

DTC health platforms ride GLP-1 access plus self-directed health wave as gov clears the lane

HIMHIMSLONG@ $29.51

$27.53-6.74%

since call Jan 24

peak +25.8%

Trade on Hyperliquid →

HIMHIMSLONG6mo ago

“one of the places I come back to is health wearables... so many different health wearables out there... I think we're on the cusp. I go back to marrying this…”

All-In Podcast

Wearables plus blood work converge into continuous monitoring and customized medicine

HIMHIMSLONG@ $31.65

$27.53-13.02%

since call Jan 14

peak +18.2%

Trade on Hyperliquid →