@Nyx_Ferros @aleabitoreddit Huh? They have manufacturing and distribution
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Jay
10.1K posts
@aleabitoreddit They are just the middleman. Honestly any other company can do what they do. No moat realistically speaking.
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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.
5. Short interest reaching unsustainable 36%+
The good news is: short interest can only be so much of the float… So it’s inherent buying pressure to cover over time, which does limit downside if fundamentals improves.
Serenity@aleabitoreddit
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.
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@jayjay12246 @stocktalkweekly Anything to fit the bullish hopium, right?
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*VICE PRESIDENT JD VANCE: WE MADE SIGNIFICANT PROGRESS IN TALKS WITH IRAN... BALL IS NOW IN TEHRAN'S COURT... WE EXPECT THEY WILL MOVE TOWARD OPENING THE STRAIT OF HORMUZ
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@yianisz I agree wholeheartedly on $HIMS price action right now. This isn't even a squeeze, just controlled 10-12% moves the last few days. When we squeeze, it will be a couple days of 30-50% moves.
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What’s going on with $HIMS?
fundamentals just caught up to the narrative..
Peptides reopened a whole new revenue lane, $NVO is live, and suddenly this isn’t a “GLP-1 hype trade” anymore, it’s a platform.
Stock ripping isn’t random. Shorts leaned too hard into the old DOJ/regulation story… and now that thesis is cracking.
But this isn’t a clean squeeze (yet). Plenty of shorts are still sitting on gains from higher levels. They’re not panicking… they’re managing.
What matters now is $30.
Break and hold that into earnings and the pressure shifts fast. Miss or stall here, and shorts regain control.
This is one of those setups where patience > prediction.
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@ABCitizenJames @david_parker @ritae05 I worked in Alberta oct to dec last year. Alberta has the oil work that’s for sure. Vancouver has the most work imo
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@jayjay12246 @david_parker @ritae05 I apologize, I am Alberta-centric. Sorry to hear that about Ontario. I have made that mistake before thinking that everywhere is like Alberta.
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There are two Canadas. There is the one the Boomers live in, where their homes are paid off, they go to their cottages, their homes have increased in value to insane levels. These people love Mark Carney. Then there is the rest of us, who are watching the entire system collapse.
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@0xSTILL @optionscjp Three almost no chance HIMS hits $70 by may 15 though is what I’m saying. Doesn’t mean the calls won’t profit
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@jayjay12246 @optionscjp Last time I did this was AMC. price was at $14, i had 2 calls for $40 strike that i paid $57 for. When amc hit $70 my calls were worth 13K. I held all the way down when Robinhood took away the buy button.
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Bought 500 more $HIMS after hours at $26.
This is just starting IMO
Holding about 11k shares now
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@optionscjp I got 3 calls for $50 strike / may 15
Also got 1 call for $70 strike / may 15 all for under $30. Something told me to buy, and it's now worth $111. Let's see what happens. $HIMS
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@stocktalkweekly This is great advice. I’ve gotten shaken out more than I’d like to admit
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The lower the timeframe, the noisier the price-action.
The frequency at which swing-traders get shaken out of high-conviction stocks (with deep research & precise entries) due to false breakdowns on the daily charts is irritating to me.
Focus on the weekly & monthly charts.
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@IncomeSharks We don’t need OBV to tell us this has been a low volume rip.
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First time the S&P 500 has made an ATH without OBV. Either the move was so bullish it broke it, or it's a massive warning sign.
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@ABCitizenJames @david_parker @ritae05 Construction is booming? Are you serious? It’s dead and most are unemployed in Toronto
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@david_parker @ritae05 You should start a business or find gainful employment. The construction sector is booming.
All aspects. You would do quite well. Sitting there stirring I can see how that would be depressing.
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@nanrob3942 @MitchManners @david_parker So the students should move provinces to work? And what? Fly back and forth for school? god you’re dumb
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@blametrudeau @MitchManners @david_parker Tell them to go look for work in Alberta. How’s their French - Quebec has openings. Maybe they could come back in the fall bilingual. Toronto is a tough job market but there are other parts of the country to explore.
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@nanrob3942 @david_parker Now do youth unemployment buddy. Also do cost of living
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@david_parker 14,000 jobs added in March. Unemployment rate held steady at 6.7%, the same rate as 2015, Harper’s last year as PM. You might have to wait a while.
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@stocktalkweekly Yep I believe these were the exact ones you alerted but I think I was slightly behind you. Amazing what a small amount of capital in the right calls can turn into. 🍻 🍻
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@jayjay12246 400%+ is more than "really solid"!!! Great work. Are those the $22.5C I alerted?
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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.
Serenity@aleabitoreddit
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 year. Short sellers are likely in trouble: $HIMS can capture market share at the ~70%-80% gross margins typical of their compounded products for the holy grail of the "Grey Market" TAM for peptides. - EG. Healing: BPC-157 and Thymosin beta-4 - Hair & Skin: GHK-Cu - Weight Loss & Muscle: MOTS-c and Ibutamoren And now they're probably the world's largest independent DTC distribution network to date from their new acquisitions... So just running a peptide protocol subscription between $150 to $300, for 200k subscribers is $360M+ in high-margin ARR. As just one example, but now they have a worldwide net of customers. They burned through capex last year to acquire peptide manufacturing facilities too... so now that's turned into a massive cash-cow business. I said $HIMS would need fundamental changes in order to force shorts to cover, and this is probably that signal as seen with market data. And $HIMS is turning into a fundamentally sound company after regulatory de-risking.
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@aleabitoreddit Nice timing you posted this at key resistance. I see you 😜😜
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Now just need the S&P 500 to chill here at these prices for a month and let smaller caps and crypto run wild.
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