Mentioned as a peer whose poor stock performance is in line with HIMS, suggesting the negative sentiment affecting the high-growth sector is market-wide rather than a company-specific problem.

Now classified as 'dirt cheap' after a recent 15-20% drop, which is attributed to market flows and liquidity needs rather than any negative fundamental analysis of the company.

Considered 'interesting' due to high profitability (29% EBITDA margin) but has slower growth (15%) and a complex balance sheet, making it a 'too hard pile' investment for now.

Bearish sentiment as the stock was down significantly (-21%) after reporting earnings, likely due to weak guidance despite beating on EPS and revenue.

An interesting AI play at a very cheap valuation. It is given a slight edge over Upstart because it avoids the risky auto lending sector.