Realman
403 posts


@SerranoReyMiami @himshouse @SoFi @OscarHealth I consider $HIMS the biggest opportunity in the entire market 💯
English

High beta stocks create wealth.
But they also expose weak hands.
Most investors panic on the way down
and miss the move back up.
Here’s how much these need to gain just to reclaim their 52-week highs:
$HIMS +262.59%
$ROOT +272.55%
$DUOL +505.28%
$OSCR +64.71%
$LMND +83.47%
$SOFI +101.79%
$HOOD +121.25%
$IREN +95.48%
The upside is obvious.
The discipline isn’t.
English

@TheMarket_Monk Hello, could you please share your opinion on $Hims? And what is the stock's target price for the year?
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@Realkuwait78 I’m holding brother I’m not sure if that’s good advice or not
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@longinvest32 I have a question about Hems stock. Why is it continuing to decline despite the positive news? Is waiting now the solution, or should we sell?
English

HIMS IS NOT A “TELEHEALTH COMPANY”.
IT IS A DATA-DRIVEN HEALTHCARE NETWORK.
I’ve held $HIMS since $11.40.
Here’s why I believe the bear case is broken, and why this could be far bigger than people think
👇
Everyone thinks growth is collapsing.
They’re wrong.
Let’s break it down.
→ Claim 1: “Revenue growth is slowing, the business is breaking”
False.
Growth is not linear. It never was.
HIMS has always grown in cycles:
• Rapid expansion
• Temporary slowdown
• Re-acceleration
This is what many early businesses look like.
The recent slowdown has clear causes:
• GLP-1 headwinds
• Sexual health transition
• Compounding restrictions
• Revenue recognition changes
These are not structural problems.
Zoom out:
Revenue went from $18M to $617M (quarterly) in ~6 years.
That is execution.
→ The real question:
Can they keep launching and scaling new verticals?
So far, the answer is yes.
Historically: 1 launch per year.
Now: 3 launches in 90 days.
Speed is increasing.
That’s what matters.
→ Claim 2: “Marketing is too high, they’re buying growth”
Lazy take.
Yes, marketing is high.
But it is improving:
• From 50%+ → ~39% of revenue
• Payback < 1 year
• Efficiency trending up
This is not reckless spend.
And it makes sense.
Core categories like:
• Sexual health
• Hair loss
• Mental health
Require marketing due to stigma.
But here’s the shift:
New verticals like peptides and longevity are more organic.
Less paid acquisition.
More word of mouth.
Marketing dependency declines over time.
This is already happening.
→ Claim 3: “Subscriber growth is slowing, they’ve hit a ceiling”
Again, wrong diagnosis.
The slowdown is explained by:
• GLP-1 churn
• Sexual health transition to long-term plans
• Acquisitions not yet reflected (Zava, Eclipsis)
These distort the numbers.
They do not define the trajectory.
Zoom out again:
• ~500K → 2.5M+ subscribers in 6 years
The market is massive.
Penetration is tiny.
There is no ceiling here.
→ Claim 4: “Legal risk and management concerns”
Outdated.
• Novo lawsuit overturned
• Partnership strengthens credibility
• Strong regulatory bench
In fact, friction is expected.
They are challenging a $10T industry.
Resistance is part of the process.
→ Now zoom out.
What is actually happening here?
Healthcare is shifting from:
Reactive → Proactive
Generic → Personalized
Opaque → Data-driven
The old system:
• You get sick
• You see a doctor
• Trial and error treatment
The new system:
• Continuous data
• Early detection
• Personalized protocols
This is the real disruption.
→ The core problem in healthcare:
Lack of data.
Doctors don’t have real-time visibility.
Patients don’t understand their own biology.
So the system stays reactive.
That is changing.
Diagnostics are getting cheaper.
Data is becoming abundant.
And the value shifts to:
The platform that owns:
• The user relationship
• The data
• The entry point
That is where HIMS sits.
Top of funnel.
→ This is not about selling pills.
It is about building a healthcare network.
A system that:
• Acquires users
• Collects data
• Personalizes treatment
• Improves over time
AI will accelerate this.
But only if you already have:
• Distribution
• Data
• Feedback loops
HIMS is building all three.
→ The real moat
Not the drugs.
Not the UI.
Not the marketing.
It is the system.
• Millions of users
• Years of data
• Iteration across verticals
You can copy features.
You cannot copy accumulated healthcare data + distribution.
→ The market sees:
A telehealth app.
Reality:
An early-stage platform sitting at the center of a massive structural shift.
That gap is the opportunity.
→ The bet
This is not about the next quarter.
It is about:
Can they keep launching, scaling, and compounding new verticals?
So far:
They have done it repeatedly.
And they are getting faster.
→ The conclusion
Yes, growth has slowed.
Yes, there are risks.
But:
• The causes are explainable
• The model is improving
• The market is enormous
• The direction is clear
This is not a broken business.
It is a business in transition.
From:
Single-vertical telehealth
→ Multi-vertical healthcare platform
→ Final thought
The best investments look messy in the middle.
This is where doubt is highest.
This is where narratives break.
And this is where asymmetry lives.
$HIMS is not collapsing.
It is evolving.
And most people are missing the bigger picture.

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@StocksInArabic متوكلين على الكريم، نعم املك بسهم $iren ، متذبذب ، ولكن بفضل الله دائما اربح منه عندما اقرر بيعه. خوووش سهم.
الله يرزقنا 🤲
العربية

حياك الله اخوي. انا احب سهم $HIMS الصراحة. العقد الجديد مع شركة $NVO جيد. لكنه ليس بالممتاز لاكون صريح معاك. لان هوامش الربح ستكون قليلة مقارنة بالسابق عندما كانت الشركة تبيع منتاجاتها الخاصة. هل السهم ممكن ان يصعد من المستويات الحالية برأيي اكيد ولكن يمكن للموضوع ان يطول حتى حدوث ذلك.
لا اعلم هل تملك سهم $IREN ام لا, لكني افضّله اكثر عن $HIMS. واعتقد خلال الفترة القليلة المقبلة سهم $IREN سيرتفع اكثر من $HIMS
العربية

@StocksInArabic مساء الخير، ان شاء الله تكون بصحة وعافية.. سهم $hims نزل بقوة بصراحة. تكلفته علي 24 الحمدلله..
طبيعي هذا النزول برأيك؟
شكرا مقدما
العربية

Your point could be valid, but it’s not that simple.
Right now, the stock doesn’t have a clear trigger, and it already broke key levels (23.5).
High short interest doesn’t automatically mean upside — it needs a strong catalyst or a clear breakout to trigger a squeeze.
Without that, the stock could continue a normal correction, especially with margin pressure after the Novo deal.
In short:
This isn’t the time to underestimate shorts… nor to be overly optimistic.”**
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@StocksInArabic صعبة نعطيك فتوى في ليلة ٢٧. الله يتقبل منا جميعا 🤲
العربية

اداء الاستراتيجية القديمة التي كنت استخدمها سابقاً لآخر 4 سنوات مع تعديل بسيط عليها. الاداء خرافي!!
في الصورة أداء أهم الصناديق المعروفة في #السوق_الأمريكي
لا اعلم لماذا تركتها للأسف 😔. ان شاء الله انتظر فقط عودة ارتفاع سهم $IREN خلال الاشهر القليلة القادمة وسوف اعاود استخدام هذه الاستراتيجية من جديد!
ولكن سؤال مهم الان احد لديه فتوى يتيح لنا من خلالها تداول صندوق TQQQ 😅!! لان تداول مؤشر بهذا العائد حتى مع الرسومات لهذا الصندوق غير طبيعي!
$SOXL $TQQQ $SPXL $VGT $QQQ $SPUS $VOO $SCHD #الاسهم_الامريكية

العربية

@StocksInArabic قواك الله. نعم قلت انت جزاك الله خير كثيرا عنه، ولكن نشعر بالثقة أكثر بعد ما نسمع منك تأكيد، لاننا نثق بك بعد الله سبحانه. شكرا
العربية

وعليكم السلام اخي, سهم $HIMS ممتاز على المدى البعيد. بعد الاعلان الاخير بعد معارك مع شركة $NVO ثم التعاقد معاها يعتبر خبر ممتاز جداً. الشركة لديها خطط ممتازة للمستقبل وقد قلت ذلك كثيراً سابقاً. في ضل الضروف الحالية للسوق ممكن ان يبقى قليلاً عند مستوايته او حتى يرتفع بعض الشي. لكن اقرب خط عند 33 ثم 40. وممكن اخيراً ان يصل لارقام قياسية جديدة عند تعافي الاسواق وانتهاء الحرب ان شاء الله
العربية

@StocksInArabic
سلام عليكم أخي العزيز ، من زمان عنك. اشتقنا إليك.
اذا تكرمت نبي رأيك بسهم hims وأهداف السهم بعد آخر خبر. 🌹🙏🌹
العربية







