$HIMS Long-Term Volatility vs $NFLX–$WBD Strategic Concerns
1. $Hims & Hers Health Inc.(HIMS)$ I'm going to do some $HIMS content this week, but this is a reminder that long-term disruptive companies are NEVER a straight line higher.This is Netflix's revenue growth rate over 20 years. It was a wild roller coaster! 2. $Netflix(NFLX)$ V $Warner Bros. Discovery(WBD)$ I REALLY want to like $NFLX here, but I don't love the stagnant market share for ~3 years at this point.This should be a golden age for Netflix's share gains, and instead, they're forced into (IMO) a defensive acquisition of $WBD at an insane price.There's value at some point, but not yet. For SG users only, Welcome to open a CBA today and enjoy access to a t
HIMS and GRMN: Betting on the AI-First Health Stack
If I worked in healthcare, I would do 2 things:1. Buy disruptive stocks like $Hims & Hers Health Inc.(HIMS)$ as a hedge2. Figure out how I'm different/better than an AIIf you're not differentiated from what someone can get on ChatGPT today, you have no future in healthcare.That's the reality.THE MEDICAL INDUSTRY IS BEING DISRUPTEDIn the U.S. alone, healthcare is a $5 trillion industry.AI has the opportunity to rapidly:1. Improve access2. Incorporate more/better data3. Improve efficacy of treatments4. Lower costs dramaticallyWe all have stories of wasted time and money, poor diagnosis, and waste in the system.What if all of your healthcare data -- weight readings from a smart scale, heart rate from a watch, oxygen levels, and more -- lived in a
$Hims & Hers Health Inc.(HIMS)$ This is a growth stock I’m heavily holding—HIMS has risen 28.81% year-to-date. Based on this performance alone, it’s showing strong strength, easily outperforming the S&P 500.
🚑📊 💊 Hims & Hers Health inflection, sentiment capitulation, platform value mispriced 💊 📊🚑
$Hims & Hers Health Inc.(HIMS)$$Netflix(NFLX)$ $Meta Platforms, Inc.(META)$ 📈 Volatility masks improving fundamentals and rising strategic value A high-conviction reset is unfolding. Volatility has dominated perception, but execution, data, and platform depth are advancing underneath the tape. I’m focused on structure, not sentiment. As of 04Jan26 🇳🇿, Hims & Hers Health ($HIMS) is stabilising after a sharp pullback, trading well off its highs despite continued operational progress. The market is reacting to a deceleration narrative rather than a deterioration narrative, and those are not the same thing. This pattern is familiar. $ME
Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.
2025-12-22
Proposed Sale Of Securities
Form 144 | Hims & Hers Health's Officer Oluyemi Okupe proposes to sell 32,160 shares, with a total value of approximately $1.13 million.