For the Boys

@jairivas @Ashton_1nvests Nice end of day pump there!

@Ashton_1nvests Just holding. I can not take that huge lose.

What’s your biggest position right now?

$HIMS Not trying to be offensive here, but this aged really fast.

Iran rejected the ceasefire?

@beleevthetruth Don't be so mad young lad

@Investinc_Intel Ohh I see, that makes sense! That's really the way it should be because accidents happen and many times it's not the person's fault. People shouldn't be burdened with hospital bills just because they have an accident that was out of their control.

It wouldn’t hurt $Hims.. I’m saying you’ll always need health insurance because of serious physical injuries. Health insurance could get cheaper if more people go to a Hims for care because less treatment is coming from hospitals. The landscape could change to maybe a health plan that doesn’t include prescriptions but just coverage for serious cases such as heart attack, car accident, seizures etc

This is EXACTLY what $HIMS just told us they are building with AI! Hims is not just another Telehealth company. It’s AI as the operating system for care 🧵 1) Owning the full care loop Not just prescriptions. Hims wants to manage: • Intake • Diagnosis • Treatment • Ongoing care 👉 One continuous system, not fragmented visits 2) Personalization at scale AI + patient data = individualized care paths Not “one-size-fits-all” → but 1:1 treatment decisions 3) Always-on healthcare Traditional model = reactive Hims model = continuous: • monitoring • adjustments • optimization 👉 Feels more like a subscription than a doctor visit 4) Margin unlock AI reduces: • manual workflows • physician time 👉 Lower cost to serve → higher margins 5) The real shift They’re moving from: telehealth company ❌ to AI-driven healthcare platform ✅ The takeaway: $HIMS is trying to own the entire patient journey The RESULT → higher LTV → stronger retention → scalable margins

@Investinc_Intel Ahh I see, so if it gets cheaper that might hurt HIMS. Unless health insurance plans start offering it

@Titans5555 Eh, you still need health insurance for things such as being in a car accident or breaking a bone. It could possibly get cheaper over time 🤷🏽‍♂️

@Investinc_Intel My day just keeps getting better 🥲

$HIMS CONFIRMS IT WAS HACKED BACK IN FEBRUARY!

@stock_unlock Any concern with today's price action compared to rest of market? I keep seeing posts about retests to $16 or $17 which is scaring me 😭😭

$HIMS Monthly Revenue per Subscriber: $50 → $81 (+62%) Flat for 4 years ($50–$54 from 2020–2023), then a sharp inflection. 2024: $64 (+19% YoY) 2025: $81 (+27% YoY) The acceleration is coming from personalized multi-condition bundles, GLP-1 weight loss, and deeper subscriber engagement. 65% of subscribers now use a personalized treatment plan. 20%+ treat multiple conditions on the platform. Q4'25 exit rate was $83, so the trend is still accelerating.

@mark_ledain @_simonsmith @iankar_ Who would trust buying health products from a company with just one employee 😅

@_simonsmith @iankar_ Is the main comp for $HIMS opex underperformance a one person company doing $1.8 billion in sales?

Seriously impressive and informative story of someone who started a telehealth business called Medvi that's doing $1.8 billion in sales with AI, contractors, and just one other employee. What we can learn: Timing matters. He focused on using AI to do GLP-1 telehealth right when AI was getting mature enough and the GLP-1 telehealth market was taking off. Contractors matter. AI can do a lot, but contractors are a big part of this story as well. Medvi uses CareValidate and OpenLoop Health for "telehealth in a box," a media agency for ad buying, and contract account managers for a subset of customers. He works a lot (but probably no more than any other early stage entrepreneur of a similarly sized company). He works "basically anytime he's not showering, sleeping or spending time with his two children." This reflects other stories we're hearing of super-AI-powered people. His business is way more efficient than competitors'. Hims, a direct competitor, has 2,442 employees and did $2.4 billion in revenue last year. Medvi's net profit is 16.2% while Hims' is 5.5%. The model scales and he can expand without acquisitions. He sees no advantage to buying companies to expand. Instead, he says it's easier to just extend the model to adjacent areas like men's health products, meal delivery, and women's health products, again using AI and contractors. New business, like men's health, is already growing fast too. Note that The New York Times got access to verify Medvi's financials, so this seems to be a trustworthy story. What's not clear yet is how isolated this may be. Is it a one-off type of story, a hard to replicate success in a specific niche? Or is this a model of what other people can do in other niches? My sense is the latter. I also think that parts of this business that currently go to contractors will be automated by AI over time too. nytimes.com/2026/04/02/tec…

@THIS_TIME_X Question, can it still go up even though a lot of larger sell orders going thru? I've seen a few above 10K shares, but no larger than 20K

$HIMS 19.45 19.58 19.83

@baalhadid Oh I see. Any idea why this stock has seemed weak today? Usually it doesn't fall as much as the overall market.

@Titans5555 A sweep is a large order filled across multiple exchanges fast to grab liquidity. It shows urgency, not direction by itself.

$HIMS — $140K call sweep + $60K call sweep (7 hits, 87.7% IV). Bullish. Watch 21.50.

@DeepIceValue @rayappagari8726 Why not buy?

@rayappagari8726 Why what?

Thinking about going all-in $HIMS..

@LawtonInvesting Ok sure lol

Despite starting the day green, $HIMS is down nearly 5% today. Looking for support under $16.

@wave3trades @alc2022 Ugh 😭😭😭

@Titans5555 @alc2022 Crap you're right we should sell it all

$HIMS revenue up 1273% since IPO. Stock up 109%.

@wave3trades @alc2022 Why's it down 5% today then 😔

@alc2022 Mean reversion incoming $HIMS is the easiest 10x prediction in the market

@TradeStockData @longinvest32 Me too 😭😭😭

@longinvest32 I need it to open at $100 $HIMS

Tomorrow up or down ? $hims

@DTrades98 Great, thanks!

@Titans5555 I'm not too sure. Never seen it this low but it is safe to wait until blue diamonds appear

$OSCR never seen it this low