Burnt Toast

@InvestifyDaily The only thing to worry about is SPY. Bull seems to always follow on SPY downtrends but doesnt always follow the uptrends. The year for BULL will only go well if SPY does well

$BULL an why I’m not worried about any down movement A lot of people panic over daily price swings, but I’m looking at $BULL with a 2027/2028 mindset, not a one-week mindset. Short-term weakness doesn’t change the bigger picture for me. My current cost average is $9.27, and honestly this year could be one of the best setups possible if price stays suppressed. More time trading at lower levels means more opportunities to accumulate shares and improve positioning before the real long-term move. I’m not chasing candles or stressing red days. Consolidation is healthy. The longer $BULL builds a base, the stronger the foundation can be for future upside. Patience is where money gets made. While others focus on this year, I’m focused on where $BULL can be in 2027/2028. Sometimes the best returns come from boring accumulation periods nobody wants to sit through. These are the plays I legit focus on, similarly I started positions in $ONDS and $IONQ because I genuinely feel like all three tickers will grow big by 2030. Think of it like this imagine you only have 1k to invest, you invest in a company like $PLTR back when it was $20, but imagine in a span of 6 months it goes X3 you don’t make as much as if you can consolidate for a few years, DCA then it bursts in a few years. Those are simply the plays I want to build my portfolio. #Webull

@JonasH00722429 @himshouse The novo products have slim margins, they not making much of that.

@himshouse Don't really get how that can be. When the CEO tells us that they are on track of serving 100k customers with novo products and YoY we are down in sales ... especially since Q2 2025 is an easy quarter to compare to. Wtf is happening there

Lots of questions about why $HIMS observed sales are so weak despite the Novo deal, Lilly products on platform, app rankings going up, etc etc One explanation - AOV is massively down even as # of transactions is modestly up Another explanation - speculative - is that they've basically decided to "mail it in" for the first half of 2026 and try to get the business back under control before re-accelerating The business was clearly in rough shape end of 2025 into Jan/Feb. Maybe they are accepting weak revenue for 5-6 months and plan to make it up later in the year If so, you probably get a decent sequential bump in Q3 vs Q2 once Eucalyptus gets added to the mix Plus, this makes Q1 and Q2 comps next year way easier Which means there's a real chance Hims is about to rip off 4 strong quarters starting with Q3 2026 And will (fingers crossed) get the peptides tailwind around that time as well Market is forward-looking - so the moment some of this starts to crystallize, will begin to front-run the move

@himshouse Earnings miss will dump the stock 10-30%

@wave3trades @himshouse Those are low margin

@himshouse Are you just leaving out Hers, $NVO deal, and now the $LLY deal? Must be because I don't believe it

$HIMS Q2 OFF TO A SLOW START Ro has now fully closed the gap with Hims in observed U.S. credit card sales (Hims still larger internationally) 😳 Here's latest $HIMS Data Tracker, including Q2 revenue prediction, app rankings, and Meta ads analysis: (link below)

@himshouse 4000 seems pretty low for the size of Lilly

$LLY $NVO $HIMS 🚨 LILLY GLP-1 PILL FOUNDAYO: NEARLY 4,000 PRESCRIPTIONS IN WEEK 2 - Foundayo had 1,390 Rxs during week 1 - Meanwhile, Novo's Wegovy Pill had 3k in first 4 days and 18,410 prescriptions in its second week 🤯 - IQVIA data - Week ending Apr 17 "While we believe comparisons early into launch should be considered immaterial, Foundayo's uptake this week is likely to be ​received negatively" - RBC analyst Trung Huynh

$HIMS Andrew Dudum and the HIMS comms team has been pretty quiet the past couple weeks. Busy working on peptides...?

@Th3_Hoff69 @himshouse @grok Then theres very little pressure shorts can do to keep the price down.

@himshouse @grok what happens typically when the shares available to short is low like this 300k? What happens if it goes to 0?

🚨 $HIMS SHORTS ARE QUADRUPLING DOWN NUMBER OF SHARES AVAILABLE TO SHORT IS NOW JUST 300K DOWN FROM 1.2 MILLION YESTERDAY 34% SHORT INTEREST 🤯

@8fignig @himshouse Lying lmao

@himshouse Mythos: $BANB

Which public company stands to gain the most from the FDA easing restrictions on peptides? Claude: $HIMS ChatGPT: $HIMS Gemini: $HIMS

@WheelieInvestor Grown man crying over 0.46% is crazy

THANK YOU PRESIDENT TRUMP IT APPEAR THE PEACE DEAL IS GOING ACCORDING TO PLAN

@jerbenn @Kick_Champ They had a full group with them

@Kick_Champ I kid you not,if Vitale ever pulls that shit in me, I’m going to beat him until he cries uncle. He wouldn’t be able to walk away, and I doubt he’d be interesting in pressing any charges considering the circumstances.

Vitaly gets emotional addressing his mistake falsely accusing Akash Singhania of being a pred*tor, saying he is now stepping away from the catching pred*tors streams with the ongoing lawsuit 👀 “I think we should take a break, do some regular IRLs in Miami, and chill for a bit.” “If you guys are asking if I’m cooked, I’m very cooked, yes.”

@InvestifyDaily % doesnt matter in jumps. Robinhood went up more than BULLs entire market cap today

$BULL jumped same amount roughly. I believe the SEC decision was a catalyst for the jumps in both $BULL and $HOOD Regardless of what platform you use, this is really really good for the platforms and the stock! Bullish on both 🚀

@crypt0maniac08 @himshouse ? Its Novo using AI for healthcare research. Every company uses AI, this isn't some major news.

@himshouse If this news doesn’t breakout $NVO, I don’t know what will

🚨 BREAKING: NOVO NORDISK PARTNERS WITH OPENAI Will use OpenAI's tech for drug discovery, manufacturing, and operations Novo CEO says partnership not about replacing existing workforce but may curb the pace of future hiring $NVO $LLY $HIMS

@novonordisk @OpenAI How is this news, isn't it just them using AI which every company is already doing?

Novo Nordisk and @OpenAI partner to transform how medicines are discovered and delivered. Read more here: novonordisk.com/content/nncorp…

@CompositeKyle @himshouse It’s probably some AI chatbot that communicates with customers. What else they gonna do?

@himshouse Expecting to hear more about this ai they’ve been talking about if they haven’t told us more by then

🚨 $HIMS TO ANNOUNCE Q1 2026 EARNINGS ON MAY 11 AFTER THE MARKET CLOSES

@Investinc_Intel Muted

Since when has buying anything based off one metric ever been a good idea🤣 My god some people are just miserable scroll if you don’t care. I’m going to keep providing all the data I can. If u don’t think the app doing better since the drop of Wegovy means anything then cool SCROLL

$HIMS APP STORE UPDATE RO-6 HERS-7 $HIMS-16 DESPITE FOUNDAYO NOT BEING ON THE HIMS&HERS PLATFORM!

@Investinc_Intel Lets all go and buy $GDRX, from the rankings it shows its doing better than Ro and Hims. Shocker..

@burntToast600 So it’s just coincidence these app downloads spike with Wegovy getting on the platform and Andrew confirming the demand?

@himshouse This is fake hype. GoodRx is ranked higher at 5TH and that stock is worth less than a billion dollars while sitting at all time lows. $GDRX $HIMS

🚨 HERS AT #7 IN THE APP STORE (iOS MEDICAL) FOR THE FIRST TIME SINCE THE SUPER BOWL BEST WEEKLY AVG RANK IN OVER A YEAR 🤯 $HIMS

@nikoliasgoninus These don't mean anything. GoodRx is higher and that stock is worth less than a billion sitting at all time lows. $GDRX $HIMS

The Hers and $HIMS apps are now ranked #7 and #16 on the medical app charts. Not that big of deal. Right?! 😉🤷‍♂️

@Investinc_Intel Nope, Ro will rise they just got access to sell Lilly's weight loss pill

$HIMS APP RANKINGS! RO- 15 HERS- 19 $HIMS- 26 Could we potentially see hers jump Ro in the coming days?!