I’m still minting my one million bowls of Muthu curry soup on $HIMS 🍲

Shernice軒嬣 2000
04-18 10:08


Making millions in the market is possible. But only with conviction and a deep understanding of the company thesis.

Most people sold when $Hims & Hers Health Inc.(HIMS)$   crashed. I didn’t.

Here’s what changed since the lows — and why I’m still allocating:

1. *De-risking:* $NVO partnership removes a major overhang

2. *Expansion:* Aggressive global M&A building the DTC engine

3. *Category tailwind:* Peptides are going mainstream, and $HIMS is positioned as the distribution layer

4. *Macro shift:* Fed likely turns dovish after President Trump nominated Kevin Warsh

5. *Geopolitics:* Iran war likely to end soon, backdrop turning friendlier

6. *Consumer boost:* Oil price tanking supports discretionary spending

7. *Sentiment setup:* Short interest at ∼30-35% of float

That last point matters. 30%+ short interest isn’t just bearishness — it’s stored energy. Shorts eventually become buyers. There’s a hard cap on how much of the float can be shorted, but no cap on covering pressure.

So we have: improving fundamentals + secular tailwind + distribution advantage + macro turning + crowded short.

That’s not a broken story. That’s a coiled spring.

I’ll keep stirring the pot 🍲


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Comments

  • Ah_Meng
    05:28
    Ah_Meng
    Wow 🤩 higher class dressing on display! Getting there… rather than 1M bowls of Muthu curry in general, you zoom into HIMS exclusively? That’s quite something!? Is that why the dressing up to show the levelling up to a different status? [Surprised][Chuckle][Evil][Tongue]
    • Shernice軒嬣 2000ReplyAh_Meng: 
      I'm holding the actual shares.
      Market still pricing lawsuit risk with Novo Nordisk
      That was true earlier but now still trading at steep discount after last week run-up
    • Ah_MengReplyShernice軒嬣 2000: 
      👍🏻 definitely looking good 😊 When your spirit is up, you will look great! [Cool]
    • Ah_MengReplyShernice軒嬣 2000: 
      A quick question… just curious. From my understanding, you are only doing options. For HIMS, are you sooo confident that you actually own its principal shares?! If it’s just options, even when the market crashes, the correction will likely not affect you much. I am holding lots of principal holdings, so I have different considerations.
    • Shernice軒嬣 2000: 
      AI becomes the front door of healthcare.
      Millions of users ask:
      “Why am I gaining weight?”
      “Is this anxiety or something else?”
      “Do I need treatment?”

      AI identifies intent → routes to platforms like HIMS → monetization.
      Simple. Clean. Scalable.

    • Shernice軒嬣 2000: 
      Haha, I’m still just being myself. I’m not trying to act upper class when I’m not I don’t even have a “level up” button for that 😄. I’m just an ordinary girl trying to look good, feel good, and be happy. Class, status, all that… honestly not my game settings.
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