🚨 $HIMS Q1 EARNINGS • Revenue: $586 vs Est. $538M • EPS: $0.20 vs Est. $0.12 • Adj. EBITDA: $91M vs Est. $61M • Gross Margin: 73% vs Est. 77% • Subscribers: 2.366M -- up 38% YoY Q2 Guidance: • Revenue: $540 vs Est. $567M FY'25 Guidance: • Revenue: $2.3B vs Est.

HOOOOOLY $HIMS Despite all the negative nancies on here, earnings were pretty darn good. Market is waking up 🔥

In networks, scale precedes any other thing in the list of strategic priorities. The network that scales fastest typically takes the whole market. The Zava acquisition effectively doubles the size of $HIMS network overnight, leaving competitors far behind.

I spoke with Daniel Gilbert at The Washington Post for a story out today. This is a pivotal moment for healthcare: one where we can choose a future built on access, affordability, and patients as individuals. It’s not just about innovation, it’s about empowering providers and

Men will have entire setups like this just to underperform the S&P 500

$HIMS is down ~30% from ATHs. But I believe $HIMS will be worth $2,000/share by 2030 or more, intrinsically. $HIMS is the $NFLX of healthcare in the making. This is my $HIMS thesis 🧵

UNITED STATES: US Treasury Department is accepting Paypal and Venmo payments from people wanting to donate to pay down the government's $36.7 trillion debt, according to New York Post report.

Thanks Robinhood I really appreciate that