Truth_here_gets_silenced

549 posts

Truth_here_gets_silenced

Truth_here_gets_silenced

@X_SilencesTruth

Katılım Ağustos 2025
21 Takip Edilen15 Takipçiler
Truth_here_gets_silenced retweetledi
Thomas Portes
Thomas Portes@Portes_Thomas·
L’HORREUR ABSOLUE. À Gaza des enfants palestiniens sont déchiquetés par les forces d’occupation israéliennes. Ne cessez jamais de parler de la Palestine !
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Truth_here_gets_silenced
Truth_here_gets_silenced@X_SilencesTruth·
@MuhammadSmiry I know his face but not his name (foreign names are hard for me to remember). What was his name? I want to know it, because i also remember what he did while he was alive which they try to erase and burry after his death by deleting his content.
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illuminatibot
illuminatibot@iluminatibot·
There's something terribly off about the population totals we are given regarding China, as a whole. This woman starts you off on the right path...
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Truth_here_gets_silenced
Truth_here_gets_silenced@X_SilencesTruth·
@Megatron_ron Until you realize that it's not Israel or US who pays for this equipment (as they can print money), but everyone who in any way touches dollars and helps export inflation out of the US to enable them to print the money, this will not stop. Boycott dollar. And riot!
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Megatron
Megatron@Megatron_ron·
NEW: 🇮🇱🇱🇧 Hezbollah releases videos of a huge quantity of Israeli equipment destroyed in just 3 days with FPV drones
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Truth_here_gets_silenced
Truth_here_gets_silenced@X_SilencesTruth·
@Msemen2020 Was that soldier planting flowers before he came back to his village? Or, ya know, got busy emptying someone else's village maybe...
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Truth_here_gets_silenced
Truth_here_gets_silenced@X_SilencesTruth·
@SebastianH46332 @EthanLevins2 It is very hard to know the reason when you are retarded, i see the issues you are facing. Maybe its best to once again carefully listen to what Kalas and Von der Leyen have to say about it, right? There MUST be some clues somewhere!
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Sebastian H
Sebastian H@SebastianH46332·
@EthanLevins2 Putin is who started it come on our dip shit and he started it for no fucking reason he started it just to start it to take a land if anything karma was strike this motherfucker at some point throughout his life for starting a war for no apparent fucking reason
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Ethan Levins 🇺🇸
Ethan Levins 🇺🇸@EthanLevins2·
3 Russians dead, residential buildings hit, and drones coming to Moscow City. Putin needs to end this already. Order an evacuation of Kiev, then wipe it clean. Zelensky is only interested in escalation, so show him!
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Truth_here_gets_silenced
Truth_here_gets_silenced@X_SilencesTruth·
@plwlsn @London_W4 Or what you limp dicked faschist? Im white, im christian, and im going to shoot you if you try anything with your "or else". If you cant live with other human beings, go live in a fucking forest. "or else"
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P P
P P@plwlsn·
@London_W4 would the western dressed person be respected by the natives if this were in pakistan? i don’t think so. that method of dress is insulting to the western culture. this is a message to the 7th c century jihadists: assimilate or leave. this is the last warning.
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Alastair Hilton
Alastair Hilton@London_W4·
On my way to the Unite the Kingdom March right now. Got my cameras and all set for a great day out.
Alastair Hilton tweet media
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The Wolf of Value Valley
The Wolf of Value Valley@Elfieeen·
The narrative framing the +969% international growth as an organic expansion relies on a surface-level reading of the income statement. This figure is primarily the accounting consolidation of the Eucalyptus acquisition, a transaction executed at a significant premium. Management is utilizing this capital-intensive M&A to offset and obscure the structural contraction of their core domestic market, where US sales declined by 8% year-over-year. Purchasing foreign revenue does not equate to scaling a sustainable business model. Characterizing the EPS impact as a "one-off restructuring hit" demonstrates a fundamental misunderstanding of the company's shifting unit economics. Hims historically operated a highly profitable compounding model with gross margins exceeding 73%. The pivot to acting as a distribution channel for branded GLP-1s from Novo Nordisk and Eli Lilly permanently transfers pricing power to the manufacturers. This is a structural downgrade to a low-margin reseller model, directly reflected in the Q1 GAAP loss of $92 million and the ongoing compression of gross margins. This is not a temporary anomaly; it is the new baseline. Furthermore, the elevated forward guidance promoted by the sell-side completely ignores the cost of capital required to generate that revenue. The company is currently operating with a marginal return on invested capital (ROIIC) of -25.4%. Every incremental dollar of top-line growth is highly inefficient. To finance this expansion while operating at a loss, management is systematically diluting existing shareholders through aggressive stock-based compensation. Upgrades from Needham and Canaccord are based on standard price-to-sales multiples, a methodology that fails to account for deteriorating cash flows and equity dilution. Stripping away the top-line growth narrative reveals a business that is losing its core margin advantage while eroding shareholder value to fund its operational transition. The income statement simply does not support a long-term bullish thesis.
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Truth_here_gets_silenced
Truth_here_gets_silenced@X_SilencesTruth·
@TheLongInvest Why are they raising? To dump their bags and provide themselves the liquidity. In 6 weeks when the price drops to 14 expect the reratings to be "due to macroeconomic headwinds"
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The Long Investor
The Long Investor@TheLongInvest·
Why are they raising $HIMS when it’s going to zero? Once off hits on EPS need to be digested for what they are When we saw it, it was clear that it was likely a restructure A pivot from alt GLP-1 to branded version and also a one off payment to facilitate M&A Both cost increases helped secure $NVO and $LLY while also expanding globally (outside of the US sales increased by +969%) Management focus on years and not quarters And investors should too Q2 guide increase confirms the once off hits on EPS. No changes our thesis or price targets
Hims House@himshouse

🚨 $HIMS ANALYST UPDATES Needham raises PT to $35 (Buy rating) Canaccord raises PT to $32 (Buy rating) Citi raises PT to $28 (Hold rating)

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Truth_here_gets_silenced
Truth_here_gets_silenced@X_SilencesTruth·
@TheLongInvest Whatever it takes? No. If it takes bombing schools full of children, or depraving other people of food, homes and happy memories, the fk that, fk you, and fk money. I dont need it more than i need my conscience. So no, i would not do "whatever it takes".
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The Long Investor
The Long Investor@TheLongInvest·
Never be embarrassed by the fact you have a strong appetite to win and will do whatever it takes to get there. Never be embarrassed to say that you are motivated by money Never be embarrassed to say that you want a better life than your friends Never be embarrassed to work hard Never be embarrassed to do better than everyone else Society demeans those that dare to step out of their comfort zone But do it anyway
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Gabriel
Gabriel@GabeZZOZZ·
I’m willing to bet that this Colombian mercenary lost an ear and probably a few fingers when the camera was turned off.
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Hend F Q
Hend F Q@LadyVelvet_HFQ·
I don’t think I have ever seen lower scum than Israelis.
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Trade Whisperer
Trade Whisperer@TradexWhisperer·
$MU 6x Forward P/E $WDC 32x Forward P/E $AMD 51x Forward P/E $ARM 98x Forward P/E $INTC 110x Forward P/E The market is still calling all of them "cyclicals." If $MU is re-rated to 18x, it would still be ridiculously cheap.
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Bushra Shaikh
Bushra Shaikh@Bushra1Shaikh·
Who knew Iran is cleaner than the U.S 😭😂
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Truth_here_gets_silenced
Truth_here_gets_silenced@X_SilencesTruth·
@Forfoxach3 @hippyygoat Not during the age of service. And be sure they definitely wouldnt be smiling passively-aggressively to someone if they had conscience and were against what is being done in their name. If fact, if i were israeli i would do my best to clarify that i am against what they are doing
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Earth Hippy 🌎🕊️💚
Earth Hippy 🌎🕊️💚@hippyygoat·
Make Zionists uncomfortable everywhere they go… 📍Hoi An Vietnam
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Ryan Rozbiani
Ryan Rozbiani@RyanRozbiani·
Im going to be 100% transparent with you all, after 55 days straight of covering the war on Iran, and weeks before covering the negotiations, Im pretty burnt out. Especially seeing how little people care about the work. Im going to keep posting. I don't ask people for financial support, just engage with post to show me you want me to keep doing them.
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The Long Investor
The Long Investor@TheLongInvest·
Gods work.
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Truth_here_gets_silenced@X_SilencesTruth·
@MyLordBebo Not one immigrant between these degenerates. Honestly, Germany should be praying for immigrants when this is their local population
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Lord Bebo
Lord Bebo@MyLordBebo·
🇩🇪 People who identify as dogs marched through Berlin — Ukraine's flag and bunch of leather Is this what Europe has become?
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The White House
The White House@WhiteHouse·
“Very good news! I have just been informed that eight women protestors who were going to be executed tonight in Iran will no longer be killed…” - President Donald J. Trump 🇺🇸
The White House tweet media
The White House@WhiteHouse

"To the Iranian leaders, who will soon be in negotiations with my representatives: I would greatly appreciate the release of these women. I am sure that they will respect the fact that you did so. Please do them no harm! Would be a great start to our negotiations!!!" - President Donald J. Trump 🇺🇸

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