Simon

@QuantativEasing @TommyTwoClubs You ever been in a lawsuit? Every email, text message, document, etc. can be searched.

@simonsdev @TommyTwoClubs How do you prove intention if a reasonable offer was made then turned down forcing gamestop to exit? Stupid.

GameStop is not actually buying eBay. eBay will turn the offer down. $GME wants someone else like Shopify to bid more and run the price up. $GME currently holds 22,176,000 shares of $EBAY in call options. Brilliant move. GameStop is about to make more than a billion dollars and they don’t have to buy anything. $GME is big winner here. $40-60 incoming.

@alc2022 I don't believe it's 40% anymore. Last short report $HIMS came in at 34%

40% of $Hims stock shorted It’s massively undervalued And there’s no bear thesis

I’m sorry. But, $HIMS has higher short interest(34%~) than $BYND ($31%~)?! The fake meat company that’s been trading sub $1 for the majority of 2025??

@alc2022 1 week from now: $HIMS at $40 is $PLTR at $7

$Hims at $31 is $PLTR at $7

@frankdegods Nah. Dude fell off already.

a clav x hims collab would have 10x the impact the sydney sweeney american eagle ad did

@songhanbic27828 @alc2022 I'm talking about price to sales ratio, not stock price.

@simonsdev @alc2022 9x bro

$HIMS fair value today is $200

@EchoAnalysis It's not going to $10 bro. You are out of your mind.

$HIMS we have a breakout 👀 Price is up 8% today and now above the 200 WMA I expect a move up into the $30s before a final flush down to the $10s We were right before and we’ll be right again 🚀

@aleabitoreddit @RawlJohns Would love to hear an update on your thoughts on $HIMS

@RawlJohns I'm purely looking at $HIMS valuation from their distribution network + retail capture angle. Not the individual pills they sell, so not sure.

Does nobody else see the parallels to $HIMS and $META and $HOOD? $HIMS literally just bought out the largest players around the world: - Zava (Europe/UK) - Livewell (Canada) - Eucalyptus (Australia/Japan) Without antitrust blocking it? $META did that a decade ago with companies like WhatsApp and Instagram with minimal friction. Now no social media company anymore can go on buying sprees due to regulator PTSD after $META ended up a trillion dollar monopoly. $HIMS now is the largest independent global retail DTC distribution network in the world, after their M&A spree. And just needs to figure out how to cross-sell products like what $HOOD did for financial products? $HOOD previously had the SEC + Gary trying to block all their crypto offerings. But ever since they got regulatory headaches cleared up, they managed to scale to become a $70B company off cross-selling fintech products to their retail audience. I'm seeing strong parallels to $NVO / Regulators trying to block $HIMS product offerings. However, that regulatory uncertainty is now cleared up after $NVO partnered with $HIMS and FDA dropped their threats. The potential is there? I can't be the only one who sees potential from $HIMS global DTC retail distribution network and latent revenue monetization?

@aleabitoreddit Do you now believe that the short squeeze narrative on $HIMS is dead? It seems a lot less like "no one expected this" and a lot more like they were easily able to ride the surprise news out (actually adding more shorts at the $23+ levels)

Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count 3. $TSM - backbone of semis/ai 4. $COHR - They do everything vertically integrated + captures optical cycle 5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now. 6. $DRAM - memory exposure for samsung/sk hynix 7. $AVGO - hyperscalers dont like nvidia gpu tax 8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time 9. $ARM - AGI CPUs scale revenue quite a bit over the next decade 10. $TSEM - you're going to need a foundry for light based stuff 11. $IBIT - bitcoin, we all know by now 12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google. 13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it. 14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america 15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild. 16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act) 17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon. 18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well. 19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important 20. $FN - Someone needs to assemble optical stuff 21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight? 22. $MP - American rare earths program is extremely important, similar to $INTC national security risks 23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long 24. $SMTC - LRO/LPO transition 25. $POWL - US alternative to hammond for switchgear DC type bottleneck 26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors. 27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains 28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity. 29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine. 30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE Just throwing out other thoughts aside from $AAOI and $AEHR.

@Investinc_Intel Why would they buy when they are gifted shares each year as part of their compensation package? The question is when are they going to stop selling these shares.

$HIMS management is never going to buy 💔

@himshouse But.... why?

🚨 $HIMS SHORTS ARE DOUBLING DOWN 4.5 million shares available to short Not a dire situation just yet But have seen the number above 9 million in recent days -- apparently the pesky shorts are still pressing their bets 🤯

@NighthawkTradez Shorts frantically trying to figure out what a peptide is.

Probably nothing… $HIMS to $100

@Bellisimo99 If a number of peptides are approved for testing & human use... They can easily exceed it.

@simonsdev Do you think $HIMS can maintain its current performance？

I’m very surprised that the CEO of $HIMS hasn’t bought a single share after the stock dropped about 50% YTD. Meanwhile, $EOSE, $DUOL, $TTD, and $SOFI have all seen recent insider buying. As Peter Lynch famously said: “Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise.”

@Sam_Badawi Sunken cost fallacy.

Why do people love to short parabolic stocks but have no interest in shorting weak stocks? I don’t get it.

@BlackPantherCap gq.com/story/peptides… Not to mention... peptides are coming. $HIMS owns peptide compounding facilities. They can introduce a new product line within a MONTH. So even if they can't use peptides to boost 2026 Q1 earnings, the guidance might be insane...

I took a position in $HIMS today. Here’s why. The bear case just died. Let me explain. For 12 months, the market treated $HIMS like a company living on borrowed time: > FDA closing the semaglutide loophole > $NVO filing a patent infringement suit > Class action lawsuit in Illinois > Stock down 70%+ from highs > 43% of float sold short Every headline was designed to make you sell. I was watching. Here’s what the market missed: Novo Nordisk just dismissed the lawsuit. Not settled. Dismissed. Because instead of destroying the channel, they decided to own it. $HIMS has 2.5 million subscribers who already want GLP-1s. Novo just handed them branded Wegovy distribution instead of a courtroom. That’s not capitulation. That’s big pharma recognizing the telehealth channel is real. The short squeeze math: > 81 million shares short > 43% of float > Short interest up 46% in 12 months > 77% of options flow was calls going into today That’s not a trade. That’s a coiled spring. When 81 million shorts are forced to cover simultaneously, the move isn’t linear. The fundamental re-rating: $HIMS guided $300-375M adjusted EBITDA for 2026. At 20x, a fair multiple for a high-growth health platform with the lawsuit removed, that’s $30-40/share. The stock bottomed at ~$11. Trades at $22 today. The bear case assumed the metabolic business went to zero. Instead, Novo handed them a distribution deal. The existential risk became a partnership. This is the trade: legal discount removed + 81M forced covers + fundamental re-rating to $30-40. Note: This is not financial advice.

@Bellisimo99 Huge plus. Take $TSLA for example. Shorts believed they would go bankrupt. Shorts failed, stock price got inflated and the company could do offerings to raise insane capital. $HIMS was considered bound for the grave. Now every single risk factor is gone.

@simonsdev How do you think this stock price fluctuation will affect the company’s long term growth?

@Davis_C15 For management? Of course. They got the stock to tank to levels from 2 years ago just in time to approve their compensation packages. CEO was able to pocket 750k shares. Not to mention, management was able to sell near ATHs contributing to the decline.

While I’m happy the $HIMS drama is for the most part over, I can’t help but ask… was all this even necessary? ☠️

@investseekers It's not up to Novo Nordisk to file an 8K about this. It's hardly material for them. For HIMS this is a huge deal. I think if we see confirmation it will be HIMS dropping an 8K somewhere between 6 - 8:30 AM ET

The Danish stock market has been open for more than 1.5 hours and there is still no official news regarding the rumored $NVO – $HIMS partnership. It will be interesting to see whether anything is announced before the U.S. market opens. If not, the question is how both stocks react once U.S. trading begins. So far, the story is based on a single report citing “people familiar with the matter.” Nothing concrete has been confirmed. #stocks #Investment