Frankie

$HIMS is undervalued. Here's how $HIMS can reach $36 per share by the end of 2025, representing a 64% upside from its current valuation of $22 per share... 👇

@himshouse Who cares? Not relevant to hims. Hims house not whoophouse 😂

🚨 BREAKING: WHOOP IS ADDING LIVE DOCTOR VIDEO CONSULTATIONS TO ITS APP - To launch this summer - Will carry an additional cost (details not disclosed) on top of standard WHOOP membership - WHOOP hit a $10.1 billion valuation after March funding round $HIMS

@realBigBrainAI Skill issue

The National Bureau of Economic Research just surveyed 6,000 executives and the results are shocking. 90% of CEOs say AI had zero impact on productivity, yet corporate AI spending hit $250 billion in 2024. Economists say a 40-year-old paradox explains exactly why this is happening ↓ In 1987, Nobel laureate Robert Solow wrote a famous line: "You can see the computer age everywhere but in the productivity statistics." Back then, companies poured billions into mainframes and PCs. U.S. productivity growth actually slowed, dropping from 2.9% per year to just 1.1% despite massive IT investment. Sound familiar? Apollo's chief economist Torsten Slok is now echoing Solow directly, saying AI "is everywhere in the macroeconomic narrative" but "you don't see it in the data." And just like the computer age before it, the gap between investment and results is widening. But here's what makes this so puzzling ↓ At the micro level, AI works. Controlled experiments show individual productivity jumps of 34–40%, especially for less experienced workers. Customer service reps, coders, and writers all show real gains in lab settings. Yet when you zoom out to the firm level, 80–95% of AI pilots never successfully scale. And the research reveals exactly why: • Top performers see only marginal gains, sometimes even slight quality declines • 80% of time saved through AI gets reallocated to other tasks rather than boosting output • Scaling requires new data infrastructure, process redesign, and worker training that most firms simply haven't committed to • Most AI use remains shallow: drafting emails, summarizing docs, small time savings that barely register in company-wide metrics Instead of replacing workers, AI is quietly redistributing what they spend their time on. So is AI actually useless? In the 1970s and 1980s, companies invested heavily in computers, but the productivity payoff only became visible in the 1990s once businesses completely redesigned their processes around the technology. Some analysts believe AI is following the same pattern. Early investment drags productivity down before reorganization eventually pushes it up. MIT economist Erik Brynjolfsson already points to early signs: U.S. productivity growth recently hit roughly 2.7%, which may signal firms are finally moving from experimentation to extraction. The takeaway? AI hasn't failed. The organizations using it have simply treated it as a surface-level tool rather than a reason to fundamentally rethink how work gets done. That's why 90% of firms report zero impact. Individual workers are getting faster, but the companies around them haven't changed enough for those gains to actually show up in the results. The paradox won't solve itself. The leaders who close the gap first will be the ones brave enough to rebuild their entire organization around AI. — Thanks for reading! Enjoyed this post? Follow @realBigBrainAI for more content like this.

@RatCatDoge @himshouse Is strange that the Hims podcast is sponsored by... a competitor...

RIP @himshouse ego - Rise to fame using HIMS name - Pull in a bunch of suckers off X and into discord - Have them pay you hundreds of dollars for crap data that is freely available - Once you saturated abusing X suckers, move to marketing for HINS competitors like "Mochi Health" Johnathan and @himshouse truly know no shame 🐺🐑

When $HIMS ultimately smashes FY26 guidance and growth re-accelerates into FY27, I don’t want to hear a word from the smooth-brain “growth slowing” or GLP-1 doomers scrambling to buy back in.

@Stockfins On that logic, the thesis for ALL of big tech would have been broken quite some time ago. You have a smooth brain.

Never ever fall in love with your stock. When the thesis changes, just leave it. $HIMS thesis changed once they got sued. The stock will be now raped back to the SPAC price no matter what.

@TrixInvestments Yup. This is important.

$HIMS is a subscription based model that has unique subscription plans. Customers could be on a 1, 3, 5, 6, 10, or 12 month plan, which directly affects when $HIMS recognizes this revenue. That's why certain quarters could appear to pull in more revenue than others - or guidance could be lower on others. For example, if a customer is on a 6 month plan starting Q1 2026, and they pay up front for the full 6 months - $HIMS will have to recognize this revenue in Q1, and won't be able to regonize anything in Q2.

@himshouse Mentioned in call

🚨 $HIMS DOES **NOT** MENTION "PEPTIDES" IN Q4 2025 SHAREHOLDER LETTER

@DrTomsLens This is true. Dudum said specifically 2026 focusing more on AI.

How I interpret this: $HIMS is collecting 1/2 of all telehealth longitudinal data. First-mover advantage translates into an early data advantage, which can turn into a durable moat as the network grows larger. The flywheel: more patients → more longitudinal data → better personalization and outcomes → higher retention and trust → more patients. Exactly what we want to see. $HIMS today is essentially where Netflix was in 2014.

@Investinc_Intel @StockStalkk They did buyback shares … so many people on X with misinformed opinions…

@StockStalkk Share buybacks could have happenned in Q1 which would be even better. On the other hand subscriber growth is alarming and I may have missed it as I need to look at everything again but no reason was given for flat revenue in Q1

$HIMS I was busy in office summit today. Let me share my thoughts but will share more over weekend. Positive (🟢) - Monthly revenue per avg subscriber increased 11% i.e. $83, This is very helpful in subscriber business - Revenue $618m still a solid number - YOY growth 59% - Dermatology and Sexual health is healthy $1B Negative (🔴) - Poor guidance (Didn’t include Euca acquisition ~ 500-600m) - 2030 Guidance (difficult to meet with this speed) - Low # share buyback

@FunOfInvesting Weren't you also all in on PayPal? How did that work out for you? Your judgement is incredible 😂

Fully exited the remaining $HIMS shares I had.

@FunOfInvesting Tell me you know nothing about growth and investment cycles without telling me you know nothing about growth and investment cycles...

$HIMS 2026 guidance Expecting 15-24% y/y growth in Revenue (2-7% revenue growth for Q1) Now we know why they're so focused on international expansion with Zava & Eucalyptus... because their growth is seriously fading away without them.

@FunOfInvesting Great, now go jump on the next bandwagon before you ultimately buy high sell low

@summeryue0 You failed the IQ test

Nothing humbles you like telling your OpenClaw “confirm before acting” and watching it speedrun deleting your inbox. I couldn’t stop it from my phone. I had to RUN to my Mac mini like I was defusing a bomb.

@DJMatty782 @FIREMusings @afneil On that logic there wouldn’t be any supermarkets. Their net income margin ranges from 2-3%. Your brain is so smooth 🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣

Rachel Reeves continues to work her magic: Job vacancies in Britain fall to their lowest level in five years as businesses freeze graduate recruitment amid rising national insurance and other labour costs.  The number of advertised roles dropped to under 700,000 in January, down 16 per cent year on year, the first time since January 2021 that vacancies have slipped below that level, meaning numbers being hired now only marginally above pandemic-era lows.

@midascabal You have a smooth brain

$3B is a fair valuation for $HIMS. Investors are finally smart again.

@hypergrowth102 Curious to see what 2026 guidance will be. Any thoughts on this?

$HIMS is about half way to 10m customers btw.

@TheRayMyers Muted you because of your smooth brain but somehow you pop up. Pure speculation & low IQ post.

$HIMS is a $5 stock, masquerading as $16 - GLP1s going to Zero - Core business slowing down - A reckless, dishonest CEO - Huge Legal Problems - Earnings are about to go negative This stock is nowhere near the bottom.

@tickerplus Hims + Hers > Ro. People on here so stupid. So many smooth brains everywhere

$HIMS Ro Online Healthcare has surpassed Hims in iOS Medical app rankings 🚨

@JerBearRN @CaesarCapitalz @wearehims @wearehers Ah yes, because companies that already operate in a market don't buy competitors... your brain must be so smooth. Low IQ.

@CaesarCapitalz @wearehims @wearehers This acquisition expanded them into countries they were already in… (except for two). That’s worth $1.2 billion??

💊 $HIMS $1.6 Billion ⁉️ ‼️ This is half their market cap for an unprofitable international business… 😩 Timing feels desperate …

@JerBearRN @wearehims @wearehers Low tier content and pure speculation. Also deal is around $1.15 not "$1.6" billion so get your facts right before you spread bullshit. Muted.