🍓🍓🍓HERMESINVEST🍓🍓🍓

My $AMD thesis explained (thread):

The asymmetry of the $HIMS thesis is proportional to the volatility The market has 0 clue what to do with the stock

No one has a clue how big the numbers are going to be for peptides. $HIMS

@alc2022 As we predicted, lmao

AGI is here and no one cares

$HIMS is just getting started. Too cheap.

Peptides are the biggest thing to hit healthcare in decades. And you sold $HIMS at a $6b marketcap.

$HIMS at $20 and $DUOL at $100 are a gift People will not believe it

@CMDarnton0 Worth it!

Hi guys, I’ve decided to only allow 11 more people into the private investment group + course before the price increases permanently from £299 → £499. Why? Because the results speak for themselves. Palantir at $6.42 → +2,277% AMD at $27 → +981.0% Meta at $90 → +636% HIMS at $11.40 → +154% The programme teaches the exact framework I used to identify these opportunities early, long before ANYONE understood them + my next investments. JOIN HERE: course.christiandarnton.com

When $HIMS hits $40 in July... I will repost the sh*t out of my tweets!

Never bet against founder led companies btw. $HIMS

@himshouse They should built a wearable with this

🚨 $HIMS CEO ANDREW DUDUM ON THE $350 MILLION CAPITAL RAISE

@AndrewDudum That’s great! Can’t wait to try HIMS labs over in Europe! And I would love to see you pull off a great wearable!

Yesterday, we raised $350M from a wide range of high-caliber institutional investors who believe in the long-term vision of what we’re building. It was more than we set out to raise, and it tells me that the industry believes in the value of our model and the impact of our platform. Given the terms we received, it's clear that our investors are taking a high-conviction view of our strategy. This offering was designed to keep us flexible and is structured to minimize dilution, while giving us an efficient way to scale aggressively, interest-free, across strategic areas: global growth, infrastructure, and AI-power customer tools. All of that is how we’re positioning ourselves to keep growing this year and make progress towards our ambitious long-term targets. More than that, though, it is part of how we’ll help more people do a simple but life-changing thing: just feel great. investors.hims.com/news/news-deta…

Korte samenvatting van de eerste kamer vergadering rondom box 3: Bas Jacobs krijgt veel kritiek maar blijft inhoudsloos als een activist vasthouden dat ongerealiseerde winsten belasten het aller beste systeem is en dat de zorgen van mensen onterecht zijn omdat mensen zijn beïnvloed door Elon Musk. Om half acht gaat het verder!

Bas Jacobs noemt zojuist rente op rente effect een “spookverhaal” en ontkent dat dit effect bestaat. Einstein denkt er anders over. #box3

Er zijn in Nederland eigenlijk nog maar twee financieel veilige plekken.. Rijk genoeg om het systeem te ontwijken, of arm genoeg om door het systeem te worden opgevangen. Alles daartussen is de val. Want wat betekent het nog om middenklasse te zijn? Op papier verdien je “goed”. In de praktijk ben je vooral precies rijk genoeg om overal buiten te vallen, en precies arm genoeg om nergens vrij te zijn. Je bent te rijk voor zorgtoeslag. Je bent te rijk voor huurtoeslag. Je bent te rijk voor kinderopvang toeslag. Je spaargeld wordt gezien als luxe. Je salaris wordt gezien als draagkracht. Je hypotheekaanvraag wordt gezien als risico. En je maandlasten? Die worden gezien als jouw probleem. Je bent te arm om personeel aan te nemen. Je bent te arm om een jaar vrij te nemen. Je bent te arm om grote financiele fouten te maken. Je bent te arm voor een fatsoenlijke auto. Je bent te arm om een mooi huis te kopen. Je bent te arm om risico’s te nemen die je leven kunnen veranderen. Je betaalt de volle prijs voor wonen, zorg, kinderopvang, boodschappen, belastingen en energie. En wat krijg je ervoor terug? Een stil compliment van het systeem: “De ruggengraat van onze economie.” Te rijk voor hulp. Te arm voor vrijheid. De media noemt je vermogend. Te verantwoordelijk om alles te laten klappen. Te uitgeknepen om echt vooruit te komen. De onderkant krijgt toeslagen. De bovenkant heeft BV’s, fiscalisten, vermogen en ruimte om fouten te maken. Dus... er zijn in Nederland eigenlijk nog maar twee financieel veilige plekken.

$HIMS $300M share dilution to raise money - $750M in cash - $225M remaining in share buyback program - Global expansion Capitulation, fill my bags, most hated rally to $200 - begin

We want $hims to invest heavily

Bizar. Er is geen enkel debat over gevoerd en nu krijgen 1,5 miljard Indiërs makkelijker toegang tot de Nederlandse arbeidsmarkt, huizenmarkt en universiteiten. Waar zijn jullie mee bezig? @MinPres

JUST FINISHED READING $HIMS Q1 2026 EARNINGS. -> DEMAND IS EXPLODING. -> THE BUSINESS IS REACCELERATING. -> AI, DIAGNOSTICS, PEPTIDES, AND PERSONALIZATION = ONLY JUST BEGINNING. BUYING MORE TOMORROW. 👇 My overall view following this quarter is that Hims & Hers is now better positioned than ever to capitalize on what could become a multi-trillion-dollar shift toward personalized, preventative, and AI-driven healthcare. Over the past two quarters, the business has had to navigate several major short-term headwinds simultaneously, including: 1. The fallout and later reinstatement of the Novo Nordisk partnership 2. The transition away from compounded GLP-1 products 3. The sexual health business transition 4. Revenue recognition changes tied to shipping cadence adjustments These factors temporarily slowed the business and created the perception that growth was stagnating. However, considering the scale of these transitions occurring all at once, the company has actually executed remarkably well. Importantly, this quarter further disproved the narrative that the business was overly dependent on compounded GLP-1s or solely reliant on the weight loss category. Just a year ago, many argued that the compounding transition would severely damage the company and potentially cut the subscriber base dramatically. That simply has not happened. Instead, management now expects a meaningful reacceleration in the business, particularly within the U.S. market, which is the primary driver behind the company’s increased full-year guidance toward $3 billion in revenue. Several developments stand out as especially important: 1. Management stated that current customer demand exceeds even prior peak periods, including some of the strongest campaigns in 2025 2. The Novo Nordisk partnership appears to be performing significantly better than expected 3. The business is aggressively investing into AI, diagnostics, personalization, wearables, and longitudinal health data 4. These investments are reinforcing the company’s competitive moat in ways that many competitors likely cannot replicate economically 5. Management believes the company is exceptionally well positioned to capitalize on the future peptide and longevity market 6. The Eucalyptus acquisition is not yet included in current guidance, providing additional upside potential International expansion continues, while the core U.S. business itself is now reaccelerating What is increasingly clear is that Hims & Hers is evolving far beyond a traditional telehealth company. Management is building a vertically integrated healthcare ecosystem centered around AI, diagnostics, proactive medicine, personalization, and continuous patient engagement. The long-term vision appears to be a platform serving tens of millions of subscribers globally, where healthcare becomes increasingly personalized, data-driven, preventative, and integrated directly into everyday life. In my view, this business still appears to be in the very early stages of that transformation.

@TheValueTrade HIMS is a $200 stock

$HIMS I just see no reason for $50 not to be achieved this year.. $HIMS market cap will be $10B very easily.. short term... 2 years will be $20B

@hamptonism It’s HIMS. Who wants Chinese peptides? Nobody

I think we all know what the next SandDisk is, but no one’s saying it…