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Hims Stock: Decision made. Congrats to the shorts! Is the Long-Term thesis Broken?

Hims Stock: Decision made. Congrats to the shorts! Is the Long-Term thesis Broken?

29 minutes ago • 22 min 25 sec

Beat The DenominatorYouTube

The recent price drop in Hims & Hers Health (HIMS) is presented as a significant buying opportunity for long-term investors, as the stock is considered to be at its cheapest valuation level ever. The core thesis is that HIMS is a powerful marketing company disrupting healthcare, with its current legal issues being a temporary overreaction. For a different approach to the weight loss market, consider Eli Lilly (LLY) as the expected future leader. LLY is predicted to dominate the market by year-end 2026 due to its superior next-generation drug pipeline. While HIMS is a high-risk play on its current valuation, LLY is a bet on long-term market leadership.

The post suggests Roblox (RBLX) is a buy at $74, based on the provided chart indicating it is currently trading around this level after a significant drop from its highs. The chart highlights a potential support zone around the mid-$50s, which could be a key area to watch if the price continues to decline.

Ansem

bros how do we feel about shopify

47 minutes ago

AnsemTwitter

The post asks for sentiment on Shopify (SHOP), indicating potential interest or an upcoming discussion point for investors. Without further context, it's a prompt for community sentiment rather than a definitive investment signal. Investors should monitor for follow-up posts from Ansem or the community for more specific insights on SHOP.

The color-coded Bitcoin chart suggests that BTC may have topped on apathy, similar to mid-2019, rather than euphoria, which historically coincided with the end of quantitative tightening. This implies that the current market sentiment for Bitcoin might be undervalued relative to its price, potentially signaling a buying opportunity if historical patterns of quantitative easing and price recovery hold true.

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