
MAY MOON
2.8K posts

MAY MOON
@Maymoonsoon
Bigger the Risk, Greater the Reward!



$HIMS got trashed by analysts, and retail influencers at Feb/March low. This business is going to grow 60-70% with Eucalyptus and more in 2027. It should not be trading at TTM P/S 2.8x Fwd P/S 1.6x This kind of multiple is pricing $HIMS to die or declining revenue, which is completely false. 2026 is scaling/expanding year internationally. 2027 will have much better profitability, where I will be actively using P/E more. However, I still believe P/E is not really a good indicator for a young, disruptive company, we can use it 5-6 years after IPO. Most of these folks will never remind you that they were bearish and failed. And then they will not mention $HIMS business that trying its best to grow and limit dilution, while their own holdings diluting the shit of out shareholders. I dont want to say names, but you can roll back those clips/video in Feb/March. It is really a bad idea to short @MikeLongTerm high conviction long term. Because I know what I own. And I dont offer Financial Advice! DYOR! Video source: youtube.com/watch?v=2LRztt…










🇺🇸 $AVGO | « Nous avons une visibilité sur plus de 100 milliards de dollars de revenus liés aux puces IA d’ici 2027. » — Hock Tan, PDG de Broadcom Pendant que tout le monde parle de NVIDIA, Broadcom est en train de s’imposer comme l’un des grands bénéficiaires silencieux de l’IA: Puces sur mesure pour les géants du cloud, infrastructure réseau des datacenters, et exposition directe à l’explosion de la demande en calcul:

















