$HIMS DAILY (May 6, 2025) - "Day 1 of the short squeeze" 🍋 - Monster volume 150M shares - Stock may be of re-rating following Q1 earnings - Short‑squeeze mechanics are now in play - Canaccord $68 PT, Needham $61 PT - FOMC meeting tomorrow 👀 👉 himshouse.com/p/hims-daily-m…

To my friends looking for something as predictable as we’ve seen with Flight Count for $TMDX — I highly recommend following Yudi Kurniawan . They do an amazing job predicting $HIMS revenue using credit card data and other key metrics. I’ve been observing their works since last

Really great move from $HIMS using cash on hand to leverage. This can provide them so much power to expand and increase competitive advantage over their peers with an option to repurchase the note in the future once their investment pays off to avoid dilution. 🔥

People freak out on $HIMS $450M note offering for dilution issue should do some math: - Current $HIMS market cap: $11B - Offering: $450M - Dilution: 450 / 11,000 = 4% if convert at current mkt cap To illustrate, Q1/25 EPS of 0.21 per share would have been 0.20 per share given

SPECULATION IS SWIRLING ABOUT HOW $HIMS WILL USE THE $450M (UP TO $517.5M) RAISED THIS MORNING VIA CONVERTIBLE NOTES. BUT THE ROADMAP IS HIDING IN PLAIN SIGHT 1. $HIMS appoints new COO, press release touts PillPack acquisition and calls him a "global operations expert" 2.

Very accurate $TMDX revenue prediction from Manthan Bhadiyadra . Solid work 💪🏻

Holy shit! Smell something huge coming from $HIMS 🔥🔥

$LFMD would be a great acquisition target for $HIMS. This deal will: - add 450k of subscribers on top of $HIMS's 2.36M (+19%) for AI leveraging - add $270M revenue and $32M EBITDA, approx. 10% of $HIMS guidance for FY25 - Instant partnership with $LLY Direct - Synergy with

🚀 $HIMS acquiring $LFMD could be a GAME-CHANGER for the telehealth space! Here's why this move would be massive: 1️⃣ **Synergistic Powerhouse**: $HIMS, with its 2.36M subscribers, could add $LFMD’s ~450k users, boosting its base by ~19%. This scale would supercharge $HIMS’

Now the Most Favored Nation policy from Trump will make EU drug price skyrocket. Is it a coincident that $HIMS raise $1B to expand outside U.S.? They did even say in the earnings call that the pilot sales in UK shows promising result. Superior timing for the management. $HIMS to

$HIMS to the Moon 🌒 then to the Mars 🚀🚀

$HIMS at this price is still trading at 6x P/S for a company that's >110% YoY growth. Let that sink in..

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Just checking in: Are you SHORT or LONG $HIMS at this price?

If we see $HIMS goes from red 🔴 to green 🟢 today, we see ATH by end of week. 📈

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$TMDX won 💪🏻 but $HIMS has been nothing short of impressive. It won’t be long before it hits ATH and shorts get squeezed beyond 🚀

$HIMS bull taking control in the afternoon session. We see green today. 🟢

Sold all $HIMS pre-market. Still believe it will go higher but just feel like the market overall is losing steam so there would be lots of opportunities open up near-term. Hope I will get a chance to buy it lower but will congratulate to all folks holding the stock if it hits

Watch out when ppl are all in panic-mode. That's is the time to re-enter $HIMS