$HIMS
Hims Hers Health IncHow his view evolved
Every substantive take he's posted on $HIMS, newest first — each labelled with the stance he expressed at the time.
- Apr 20, 2026Bullishconviction 3/4
Looks like $HIMS is finally getting some attention, up +8.64% today. Peptide arc and acquisitions go brrr? Caught me by surprise why the SI is still 36% despite improving fundamentals. I’m very curious to see how this all plays out with the longs vs. shorts. https://t.co/CtpscjKIxl https://t.co/BY35V0Gppd
View on X → - Apr 17, 2026Bullishconviction 3/4
It’s still pretty incredible $HIMS is down 44% even after: 1. $NVO de-risking + partnership 2. Multiple global acquisitions expanding DTC distribution network 3. Peptide arc, with Huberman saying HIMS was set to soar under these conditions 4. Entering a friendlier macro climate. https://t.co/T5cNKeJVNh https://t.co/fwT1axZT9x
View on X → - Apr 16, 2026Bullish
Huberman did say $HIMS was set to soar… in this type of arc playing out today. Interesting to see takes from Stanford professors on public equities. https://t.co/jqVtpEaoGB https://t.co/Bws5s31V6f
View on X → - Apr 15, 2026Bullishconviction 3/4
This announcement is the most bullish catalyst for $HIMS revenue re-acceleration to date. This is amid: - 30%+ of the float sold short - new $NVO partnership/lawsuit dropped - new global acquisitions - recovering macro climate. The share price is still $25, down from $70 last https://t.co/KRdNE9DaRy https://t.co/toGDUAjT7z
View on X → - Mar 29, 2026Bullish
Personalized AI medicine will likely be huge. Nobody wants to die early. Combining $HIMS to $TEM has immense potential. Here's just one example with Gitlab's CEO: > In 2023, Sijbrandij was diagnosed with osteosarcoma > In July 2024, he announced the cancer had returned, https://t.co/qJpEasgiPy
View on X → - Mar 12, 2026Bullish
@alc2022 Makes sense though given $NVO dropping the lawsuit and partnering with $HIMS was a surprise to majority of people. Definitely caught a lot of people off guard, especially short sellers that didn’t cover and thought $HIMS was going under
View on X → - Mar 12, 2026Bullish
Andrew Huberman, the Stanford neuroscientist and one biggest voices in the health, just spotlighted $HIMS. And said it was set to “soar” in a very realistic scenario. Not everyday do you have the walking billboard of medicine implicitly pitching $HIMS as a long. Curious what https://t.co/gdlUlypoSU https://t.co/e3LaV9N4JY
View on X → - Mar 11, 2026Bullishconviction 3/4
I try to talk about $HIMS from a fundamental standpoint. But this cannot be understated: $HIMS directional shorts look trapped. The stock price is now up 64.15% to $26.5 (still down from highs of $70s). While short interest increased to record highs of 41.6%. There may be a https://t.co/nSjKK8Bryt
View on X → - Mar 11, 2026Bullishconviction 3/4
@PositionJournal Extremely stupid for short sellers to directionally double down on $HIMS. Their recent acquisitions just gave $HIMS the global retail market for DTC healthcare. The cross selling opportunities are extremely latent and hard to model. So very bad risk management, given it’s not
View on X → - Mar 11, 2026Bullishconviction 3/4
$HIMS is now back up 14.22%. The untapped latent revenue from their their global DTC retail distribution moat is extreme. And draws parallels to the early acquisitions from $META. As well as the cross-selling capabilities of $HOOD. $HIMS is still down from it's $70+ highs, https://t.co/fpCr2zHUGi https://t.co/s8zgYsGLo8
View on X → - Mar 10, 2026Bullishconviction 3/4
@himshouse Yes there's a lot of bear/bull case discussion around individual products $HIMS sells. I think analysts/markets are approaching it wrong: $HIMS main valuation I see is derived from their unique global retail DTC distribution network that they now have with their 3 recent
View on X → - Mar 10, 2026Bullish
@RawlJohns I'm purely looking at $HIMS valuation from their distribution network + retail capture angle. Not the individual pills they sell, so not sure.
View on X → - Mar 10, 2026Bullishconviction 3/4
Does nobody else see the parallels to $HIMS and $META and $HOOD? $HIMS literally just bought out the largest players around the world: - Zava (Europe/UK) - Livewell (Canada) - Eucalyptus (Australia/Japan) Without antitrust blocking it? $META did that a decade ago with https://t.co/DW61Y5NjIY https://t.co/s8zgYsGLo8
View on X → - Mar 10, 2026Bullishconviction 3/4
@babybluecream 정말 훌륭한 분석입니다! 제가 나서서 $HIMS 를 옹호하게 될 줄은 개인적으로 꿈에도 몰랐지만, 그들은 실제로 다음 기업들을 인수하는 데 성공했습니다: Zava (유럽/영국) Livewell (캐나다) Eucalyptus (호주/일본) 그리고 세계 최대 규모의 헬스케어 리테일 고객 네트워크(retail capture)를
View on X → - Mar 10, 2026Bullishconviction 3/4
@RKLBMan Not really? Ro is US only. $HIMS is much larger in scale after their M&A spree of all the other global heavyweights. That global distribution network without any of them getting blocked by antitrust makes me bullish on $HIMS because I see parallels to $META's acquisition spree a
View on X → - Mar 10, 2026Bullish
@yoy_returns It's not a network effect. Social media like $RDDT has a network effect, which is why you can't vibe code Reddit in a day and expect people to use it. $HOOD is sticky because people have their money there and it's difficult to transfer off. $HIMS is sticky because it's
View on X → - Mar 10, 2026Bullishconviction 3/4
@RWarren52274 Absolutely, I see the $HIMS parallel to $META acquiring all the social media companies a decade ago. This wouldn't work today since FTC would block companies like $RDDT acquiring all their competitors like $SNAP. But $HIMS pulled off a global M&A spree, building a monopoly
View on X → - Mar 10, 2026Bullishconviction 3/4
@iraw000 My argument is that $HIMS value is derived from their distribution network like $AMZN delivery. Not by the drugs they sell (eg. computers, books). And they managed to acquire the major healthcare DTC companies globally without getting blocked.
View on X → - Mar 9, 2026Bullishconviction 3/4
@CashflowingOptn Did you just skip over the entire post? Network capture and retail distribution network at masses is $HIMS moat, not the pills they sell. And that moat is massive. This cannot be understated for latent monetization streams. eg. $HOOD with cross-selling new products. $HIMS
View on X → - Mar 9, 2026Bullishconviction 3/4
@OM_Strategy Yes the 40% SI made sense earlier. I was bearish on $HIMS too until $NVO partnered up + dropped the lawsuit, giving $HIMS revenue stream expansion and more regulatory clarity. The lawsuit was threatening their entire balance sheet + revenue growth + global expansion, so it
View on X → - Mar 9, 2026Bullishconviction 3/4
@Shiboo9019 Hindsight 20/20. When I was long $HOOD back at $16, I realized they could expand via Crypto and other methods too. However, analysts were all giving Robinhood $8-12 PTs because they didn't see capacity for monetization of other revenue streams. Similar to $HIMS with GLP +
View on X → - Mar 9, 2026Bullishconviction 3/4
Feels like people aren't articulating the bull case for $HIMS correctly: Here's my view. The main moat of $HIMS is network capture of retail audiences. And the bull case is latent revenue monetization. $HOOD achieved that same effect in fintech over 2025. $META (fully https://t.co/LGmgQFcam0
View on X → - Mar 9, 2026Bullish
@yuntungshieh I’m just adding commentary on the current situation. $HIMS does require a lot of retail buying pressure to force cover. But no idea how this unfolds, worse case scenario you get a solid company at prices lower than before the legal drama. People should make their own decision
View on X → - Mar 9, 2026Bullishconviction 3/4
@moninvestor It is, fundamentally $HIMS is a very solid company with a valuable distribution network. Otherwise wouldn’t be mentioning it if it were a meme stock with no fundamentals. That being said, I hope those directional hedge fund shorting HIMS get what they deserve. https://t.co/JraGQ0XNFJ
View on X → - Mar 9, 2026Bullishconviction 3/4
Just in: CEO of $HIMS announces partnership with $NVO. This is confirmation of the report on Friday from Bloomberg. With 40%+ of the float sold short and transparency around the Novo partnership: This next week will end up as a battleground stock for: Retail vs. Short Seller. https://t.co/BBevGB37Wp
View on X → - Mar 9, 2026Bullishconviction 3/4
Just in: CEO of $HIMS announces partnership with $NVO. This is confirmation of the report from on Friday from Bloomberg. With 40%+ of the float sold short and transparency around the Novo partnership: This next week will end up as a battleground stock for: Retail vs. Short https://t.co/9DgzxzC62U
View on X → - Mar 9, 2026Bullish
@frsinvesting Yeah I’m already seeing millions in backlogged orders for $HIMS. Idk how it plus out though, just commentating in the situation. https://t.co/oPFAX4mLNf
View on X → - Mar 9, 2026Bullish
@moninvestor Would be interesting if that happened for $HIMS. I’m personally just cheering on the $HIMS investors that were beat up by short sellers over the past few months. Hopefully they at least learn some lessons trying to bankrupt American companies.
View on X → - Mar 9, 2026Bullishconviction 3/4
$HIMS overnight trading will begin soon after finishing Friday at $22. Previously it traded at $70, but given: - $NVO / US Gov lawsuit threatening to bankrupt the company - $HIMS revenue deceleration from GLP-1. Short sellers shorted 40%+ of the company’s float. All of that https://t.co/Yqh9myZTwS https://t.co/eGeVOqg3fu
View on X → - Mar 7, 2026Bullishconviction 3/4
@himshouse It's true though, don't think anyone expected both the lawsuit to be dropped and revenue to re-accelerate at the same time. Hence why 40%+ of $HIMS float was sold short. Genuine surprises like always have the potential to make history, we'll see what happens on Monday.
View on X → - Mar 7, 2026Bullish
@EikonDD Yeah seems pretty likely at this point. People were talking about $ENPH doubling off 14% SI but this is 40%+ Was really memorable seeing $GME go from $3->$150 that one year. Don’t think we’ll ever see a repeat of that but curious where $HIMS heads.
View on X → - Mar 7, 2026Bullish
@yianisz I was just watching short sellers nuke $HIMS into the ground past few months. Was surprised they managed find enough shares to borrow and short 40% of the float. The drop was violent but it works in reverse too.
View on X → - Mar 7, 2026Bullish
@BlackPantherCap $IREN is $6B dilution from an ATM and convertible note arbitrage from hedging, not actual shorts. $HIMS was primarily directional shorts, and these scenarios actually lead a short squeeze
View on X → - Mar 7, 2026Bullishconviction 3/4
Monday could make history. As one of the largest short squeezes in history could unfold. > Institutions shorted 40% of $HIMS (extraordinarily large) > expecting 0 revenue growth > betting the FDA and $NVO would bankrupt the company All in one day: > $HIMS lawsuit with Novo https://t.co/5FTEJtvpT8
View on X → - Mar 7, 2026Bullishconviction 3/4
@tweet_tj It’s going to be pretty funny if all the shorts cover at the same time. $HIMS short squeeze Monday could genuinely be one for the history books since I think literally everyone was caught off guard + max float was shorted
View on X → - Mar 7, 2026Bullish
@k2__investment Yeah even after this $HIMS is still down way over 44%+. Markets were pricing in a lawsuit + revenue loss but this news just flipped everything on its head. Might be a good long again depending on how the news unfolds. But $22 looks like a pretty attractive entry point given
View on X → - Mar 7, 2026Bullish
@pepemoonboy Pretty sure the $HIMS news caught everyone off guard, especially all the short sellers. Did not expect a $HIMS partnership with $NVO out of all things.
View on X → - Mar 7, 2026Bullish
@demarscrypto Lot of people bought $HIMS, 50-$70, so even at $22 with the regulatory issues cleared up, looks good again. And now there’s 40% of the float shorted to add fuel to the fire
View on X → - Mar 7, 2026Bullishconviction 3/4
Congrats to the $HIMS holders, stock back up 37% after hours. It looks like $NVO dropped the lawsuit and partnered with $HIMS to sell NOVO branded GLP-1s. Given HIMS was once trading at $70 and became one of the most shorted stocks. Would not be surprised to see a short https://t.co/OgyKF55IEn
View on X → - Mar 5, 2026Bearish
@R1chardMaur1ce $HIMS got sued to oblivion by $NVO and the US GOV. Compound weight loss drugs was their primary avenue for revenue growth and potential lawsuit means red flags for their balance sheet. If the lawsuit fell through, $HIMS would likely recover. That chart means nothing by
View on X → - Feb 6, 2026Bullish
@green_pumpsie Solana and crypto assets were “illegal” 2 years ago and many founders were threatened with enforcement + jail for dealing with “securities”. The timing of this after $NVO’s share price went down 8% is hilarious to watch. The $HIMS case looks more like protecting big pharma https://t.co/ypi9BjQLtF
View on X → - Feb 6, 2026Bullish
Why does this looks eerily similar to Gary Gensler trying to jail $HOOD and Coinbase founders back in 2022? $HIMS is doing something innovative now 4 years later and big pharma is lobbying to ban it. Same with Stablecoins and Banks right now with the “Clarity Act” under the https://t.co/AuMLPNamxv https://t.co/qv2nGn1Gfz
View on X → - Sep 14, 2025Bullishconviction 3/4
@LibertadEterno Yeah macro is large aspect of it. When I do breakouts like for $HIMS I considered front running rate cut as buying pressure for the 42% SI as well as PPI data + surprise testosterone product release when it was back sub $50 to create a breakout + short squeeze. Stocks already
View on X → - Sep 12, 2025Bullishconviction 4/4
I don’t know how to reiterate this enough for $HIMS 42% short interest on a 11B, profitable, and fast growing company… has the potential to make history on a short squeeze like $OPEN or $GME. The risk reward is worth it. https://t.co/xoCKXMzdqu https://t.co/QQCRSXclRX
View on X → - Sep 12, 2025Bullishconviction 3/4
@mattia030339 I’d say do both unless you’re full port. $UPWK went up a ton since i posted so might be a good idea to just get long term capital gains tax on it. Otherwise $HIMS probably has more potential near/mid term cause of 42% short interest, if you can catch it on a dip.
View on X → - Sep 11, 2025Bullishconviction 3/4
@himshouse This reminds me when everyone gave $HOOD a $12 PT when the stock was trading at $18. The 42% short interest are scared when price is holding $50 after they shorted another 6%. $HIMS is profitable, acquiring companies, small 10B market cap, and with new product launches.
View on X → - Sep 11, 2025Bullishconviction 3/4
If I had to buy 5 things for the next month by potential: 1. $HIMS - 42% SI, new product/rate cut catalyst + 1.2M EU customers. Short squeeze inevitable, just a matter of time. 2. $LTC - Frontrun institutions for the ETF launch October 2nd. 3. $NBIS - Should easily be $100+
View on X → - Sep 11, 2025Bullishconviction 3/4
Analysis is off. For $HIMS it’s mainly because short sellers shorted another 2.5%+ of the float to prevent the stock from breaking out from $50 and triggering a parabolic squeeze. ~42% of the stock is now sold short and they’re trapped if buying pressure continued. https://t.co/QvgQu4MQod https://t.co/fdD6meIm44
View on X → - Sep 10, 2025Bullish
Day 2 — single-day returns on the positions I’ve shared: $TSSI: $14.40 → $15.76 (+9.44%) $HIMS: $47.85 → $51.17 (+6.94%) $NBIS: $91.00 → $96.20 (+5.71%) $TSM (leverage): $253.60 → $261.79 (+3.23%) $ETOR: $45.00 → $43.50 (–3.33%) — got this one wrong, but time will tell. https://t.co/caq7PYwoAo
View on X → - Sep 10, 2025Bullishconviction 3/4
@jliljliljlil There’s no pt on short squeezes, it’s whenever short interest decreases. Either there’s a whopping spike that goes up 50%+ or some sustained squeeze over a year like TSLA back in 2020. Given $HIMS growth + 1.2M customers in Europe, I have high conviction that they’ll cover.
View on X → - Sep 10, 2025Bullishconviction 3/4
@TheLongInvest 36%+ short interest means hedge funds are nearing the limits of how much they can borrow to short. Unlike many heavily shorted names, $HIMS isn’t a no-revenue play, it’s a fast-growing, profitable business. The company continues to expand with surprise product launches (like
View on X → - Sep 10, 2025Bullishconviction 3/4
@himshouse @g0ingmad $HIMS is still 36%+ shorted. Hopefully this surprise announcement causes a short squeeze. The website leak earlier also led to some short covering from $40->$49.
View on X → - Sep 10, 2025Bullishconviction 3/4
If $HIMS were just another telehealth company, I’d understand the shorts. But they have a massive retail client base and just acquired another 1.3M users in the EU through Zava. If the product is in fact TRT, capturing just 5% of the TRT market could add ~$125M in ARR, and
View on X → - Sep 10, 2025Bullishconviction 3/4
HIMS is 36%+ shorted. Normally people say “shorts are trapped” for random microcaps, but with $HIMS they really are. A surprise product launch like this, which increase forward revenue + upcoming rate cut can trigger explosive upside given short covering & stock repricing. https://t.co/3YhLuZgBQM https://t.co/XKExTr6QBw
View on X → - Aug 31, 2025Bullish
My moonshot baskets for 1000% returns in 5y given current valuations. Space - $RKLB (220B) AI - $CRWV (470B) Semi - $CREDO (200B), $TSSI (3.8B) Crypto - $BKKT (1.8B) Fintech - $DJT (49B) Social - $BMBL (6.2B) Health - $HIMS (95B) Software - $UPWK (19B) What are your picks?
View on X → - Aug 25, 2025Bullishconviction 3/4
$HIMS is an easy buy + hold at $42. Short interest ⏫ to 34.59% of float and ~$3 Billion + USD / 9.7B market cap company. Hedge funds shorting a profitable, growth company like $HIMS while $IONQ and $OKLO — both with 0 revenue, 10B+ market caps is the definition of a stupid
View on X → - Aug 23, 2025Bullish
Some decent recovery/swing trades right now 1. $SG - $9.39 2. $SNAP - $7.21 3. $UNH - $306.8 4. $ETOR - $46.8 5. $NVO - $57.00 6. $HIMS - $44.73 7. $CRWV - $94.7 Stay away from these dips 1. $CRCL - $136.2 2. $PLTR - $159.6 3. $DUOL - $334.5
View on X → - Jul 28, 2025Neutral
On $HIMS, sold early only realized $70K gain but again a lot are unrealized profit. These are just examples of shorter trades I post on WSB in a two-three month timeframe. My most successful trades I haven't posted before on WSB. https://t.co/Tlhc9IxdY8
View on X → - Jul 7, 2025Bullishconviction 3/4
🔥Fire sale today for stocks. Bought a decent amount of $BULL on the 15% drop 12.28. Bought $SG $13.8 on the 6% drop (sometimes drops to low $13/high $12.8, so hold off on major positions). Bought $GME $23.00 on the 3% drop. Bought $HIMS $45.26 on the 5.6% drop.
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