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MAY MOON

MAY MOON

@Maymoonsoon

Bigger the Risk, Greater the Reward!

United States Beigetreten Ekim 2012
91 Folgt87 Follower
MAY MOON
MAY MOON@Maymoonsoon·
@MikeLongTerm why are they even projecting PT for 25 dollar is insulting .? What are they expecting ? Why ?
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Mike
Mike@MikeLongTerm·
$HIMS Price Target in last 2 months & Eucalyptus✍️ Not Fianancial Advice! DYOR! Jefferies – lowered to $24.50 (from $25.50). Needham (Ryan MacDonald) – Buy, raised $30 → $35 BofA Securities (Allen Lutz) – Neutral, lowered $28 → $25 Leerink – Hold, $25 (maintain). Jun 3, 2026: Canaccord – Buy, $32 (maintain) JPMorgan (Cory Carpenter): Overweight, $35→ $33 Most of these analysts demand proof of re-accelerated growth, and refused to add Eucalyptus revenue in. Refused to build model/forecast on $HIMS scaling in 9 different countries. Q2 2026 will have 26-30% growth. Q3 and Q4 2026 will add Eucalyptue revenue in. But Eucalyptus entire year revenue belongs to $HIMS, but bears will say how much respect they have to reporting standard so they won't add it to Q1 Q2. That is fine, but as for investors u should be aware that Eucalyptus had an annualized revenue run-rate of ~$450M+ (as of early 2026) and now with with $HIMS growth will accelerate, where $HIMS raised guidance Full Year 2026: $2.8B – $3.0B did not include Eucalyptus. Eucalyptus is projected to have $600-$900M for FY2026(or $750m mid point) Q1 Q2 2026 adds around $120 and $150m estimated. $HIMS guidance for Q2 without Eucalyptus is $680-$700m Or consolidated $HIMS Q1 2026 $608.1m + $120m=$728.1m or 24.2% YoY Q2 2026 $680m(guide) + $150m=$800m or 52% YoY Q3 2026 $800m(est) +$200m= $1B or 67% YoY Q4 2026 $912m (est) + $280m= $1.192B or 93% YoY A. FY2027 when included all Eucalyptus revenue =$3.72B(conservative)-$4B(High end) or 58.2%-70.2% B. FY2027 when excluded Eucalyptus Q1 Q2 revenue =$3.48B(conseravtive)-$3.7B(High end) or 48%-57.4% Short sellers will say Eucalyptus is inorganic growth and they will only use B calculation above because they respect reporting standard. Or how they will wait until FY2027 so bears have time to exit at cheap share price. Eucalyptus is a strategic platform builder with synergy potential, not just a pure revenue add-on. The completion of Eucalyptus in June 2, 2026 marks a pivotal step in transforming Hims from a primarily U.S.-centric telehealth provider into a truly global consumer health platform. This deal accelerates Hims’ international footprint, giving it immediate leadership or strengthened positions in key markets and positioning the company to serve customers across approximately 9 countries through a combination of direct operations, local brands, and growing presence. Combined with Hims’ existing U.S. dominance, this creates a robust multi-continent platform focused on personalized, affordable care in areas like sexual health, hair loss, mental health, weight management (including GLP-1 offerings where regulated), and more. United States, United Kingdom, Australia, Canada, Germany, France, Ireland, Spain, Japan. $HIMS revenue growth internationally will accelerate growth and avoid US market concentration risk. Long term management guided $6.5 billion revenue and $1.3 billion Adjusted EBITDA by 2030. IMO this guidance will be reached by 2028/2029. Not Fianancial Advice! DYOR! Clip from : youtube.com/watch?v=2LRztt…
YouTube video
YouTube
Mike@MikeLongTerm

$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…

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MAY MOON
MAY MOON@Maymoonsoon·
@Emarged ghetto fatigue will be the next meme going viral .
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MAY MOON
MAY MOON@Maymoonsoon·
@Incognito_qfs mind your business , end of discussion . let people live and enjoy their life as they please . don't judge no one .
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Incognito
Incognito@Incognito_qfs·
A muslim woman living in Canada is complaining about other women wears. Who is stopping her from going to a muslim shria compliant country?? She should consider shifting to Iran or Pakistan.
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Rev. Ray Cistman ✊🏾🙏🏾
Stop telling Black people how to behave on cruise ships. We ain’t in the cargo bay no more.
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Say it pop
Say it pop@Sayitpop·
Security guard in China smacks a man out during a brawl, then pretends to be unconscious after being warned about assault laws
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MAY MOON
MAY MOON@Maymoonsoon·
@kumoriRaver he is old and no body pays attention to him anymore
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KumoriRaver
KumoriRaver@kumoriRaver·
Back When Michael Jordan and his wife Yvette slide into Monaco on one of his yachts keeping it lowkey simple but the whole harbor still stops to watch
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Cole Grinde
Cole Grinde@GrindeOptions·
What’re the odds that the U.S./Iran peace deal doesn’t get signed tomorrow? 👀
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MAY MOON
MAY MOON@Maymoonsoon·
@KE_MrBlack I can not trust women nowadays , never take them seriously.
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MrBlack™
MrBlack™@KE_MrBlack·
Women are something else 😂
MrBlack™ tweet media
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MAY MOON
MAY MOON@Maymoonsoon·
@ProfessorPape dumbest thing i heard all day ... trump is making a great deal . study the details of the deal.
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Robert A. Pape
Robert A. Pape@ProfessorPape·
Trump is getting fleeced by Iran The deal: • $24B cash + oil sales • Just 60 days of open Hormuz Iran pockets $30B+ in two months Day 61, Iran can close Hormuz again, and repeat the extortion Massive loss for Trump—Huge win for Iran
Robert A. Pape tweet media
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MAY MOON
MAY MOON@Maymoonsoon·
@gundrymd_ Cardiac Arrest , heart Attack will be the outcome.
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GundryMD
GundryMD@gundrymd_·
If You Eat Butter Daily, This Is What Happens
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Cole Grinde
Cole Grinde@GrindeOptions·
I think these 7 stocks below you cannot go wrong with owning over the long term: 👇 1. $TSLA - EVs, robots, AI, energy, manufacturing, SaaS and autonomy. 2. $SOFI - banking, lending, payments, investing and financial tech. 3. $SPCX - AI, rocket technology, internet, manufacturing, SaaS, socials and AI compute. 4. $NVDA - AI, holdings company, SaaS, GPUs, cloud computing, robotics, Autonomy, data centers and networking. 5. $PLTR - SaaS, government work, AI and AIP, platforms and segments, ontology. 6. $IREN - AI compute and cloud services. 7. $AMZN - Retail, AWS, marketplace, watch and streaming, subscriptions, AI and advertising. What stocks would you add to this list?
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Eric Daugherty
Eric Daugherty@EricLDaugh·
🚨 BREAKING: THE IRAN DEAL IS BEING SIGNED TOMORROW — President Trump IMMEDIATE opening of the Strait of Hormuz, and no nukes — then, the US will obtain the nuclear dust LFG, he's really doing it! 🇺🇸 "The Deal is scheduled to get signed tomorrow, and immediately after it is signed, the Hormuz Strait is OPEN TO ALL. Our relationship with Iran is a much different and better one than previous Administrations have had. Unlike Obama’s Hundreds of Billions of Dollars in payments to them, including 1.7 Billion Dollars in green, cold cash, no money will exchange hands." "At the appropriate time, when all is calm, we will go in and get the Nuclear Dust, buried deep under the powerful sunken granite mountains, thanks to our beautiful B-2 Bombers and their brilliant pilots, and downblend and destroy it, whether in Iran, or the United States." "We look forward to working with Iran, and the entire Middle East, long into the future. Hopefully, this process will all work out quickly, easily, and smoothly. If it doesn’t, we have the ultimate alternative, hopefully never to be used again! Thank you for your attention to this matter!!! President DONALD J. TRUMP"
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MAY MOON
MAY MOON@Maymoonsoon·
@MsVeilMoney MOAt is not attractive enough for me to invest in .
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MsVeil
MsVeil@MsVeilMoney·
Is $MSFT a undervalued stock? 🤔
MsVeil tweet media
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MAY MOON
MAY MOON@Maymoonsoon·
$AVGO Trump says Iran deal will be signed Sunday, Strait of Hormuz to open immediately after. Time to buy shares and let it Mature ! 495 Gap fill . AVGO is the "quiet big winner" precisely because the market focuses on NVIDIA while Broadcom captures the custom ASIC .
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MAY MOON
MAY MOON@Maymoonsoon·
@LeaBourseFR AVGO does not belong below 2 trillion dollar market cap with all the stacked catalysts, sell off was utterly Inane. 440 reclaim would be bullish , GAP fill to 495 prior to Q3 sep 3 , is a must . Institutions are waiting for Warsh Speech next week imo.
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Léa | Bourse & Stratégies
Ce que peu de gens réalisent : Google, Meta et Microsoft développent leurs propres puces IA custom (ASIC) pour ne plus dépendre de Nvidia. Et c'est Broadcom ( $AVGO ) qui les co-conçoit et sécurise la chaîne. $AVGO est le partenaire silencieux de ceux qui veulent s'affranchir du leader dominant. Une position stratégique massive. En 1849, les vrais gagnants n'étaient pas les chercheurs d'or, mais les vendeurs de pelles. Nvidia vend les GPU. Broadcom vend l'infrastructure réseau (switches) et les puces sur-mesure pour faire tourner le reste. Le vrai "pick-and-shovel play" de l'IA, c'est lui. Cela donne à $AVGO un avantage immense : ses clients ne peuvent pas la remplacer du jour au lendemain. > Google a mis 7 ans à développer ses TPU avec Broadcom. > Meta est encore + dépendant. > Apple a cruellement besoin de $AVGO pour la fabrication de puces pour la connectivité. (et il y aurait 1000 autres exemples à donner). Le ticket d'entrée et le switching cost sont astronomiques. Un moat invisible dans les rapports financiers, mais gravé dans les contrats pluriannuels. Et en la matière : on peut vraiment croire le PDG. Hock Tan ne promet jamais ce qu'il ne peut pas livrer. C'est l'un des PDG les plus disciplinés de l'histoire des semi-conducteurs : depuis son arrivée en 2006, il a fait passer la marge opérationnelle de Broadcom de 10% à plus de 60%. Quand il vise les 100 milliards de revenus IA d'ici 2027, ce n'est pas du vent.
Léa | Bourse & Stratégies tweet media
Baggr@Baggr_fr

🇺🇸 $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:

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中野 | 個別株の解剖屋
$AVGO ブロードコムが1週間で 495ドルから376ドルまで下落。 -24%。 「なんぼなんでも下がりすぎでは」と Claudeに聞いてみた。 返ってきた答えが、
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NLR
NLR@NestorLRamos·
The stock market gods finally gave me a break… I sold $HIMS at $29.50 to break even with my previous purchase and dumped every penny to put it on $SPCX It took me 4 months to break even with $HIMS and 2 hours to be up +17% on my investment.
NLR tweet media
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Sunrise Trader
Sunrise Trader@SunriseTrader·
$AVGO doing nothing so far. Still trading the plan and holding.
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End Wokeness
End Wokeness@EndWokeness·
City Council meeting in Hamtramck, MI Hard to believe that this is America
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Blonde Bigot
Blonde Bigot@BlondeBigot11·
This is how they treat their own country. What makes you think they’ll treat ours any different?
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