Creator sentiment
5 creators · 5 views · past 7 days
Updated November 11, 2026 (UTC)
The bull case
- +The company is building a subscription health model similar to Costco, where the membership drives profit and prescriptions are low-margin, creating a disruptive moat.
- +New products like peptides and TRT, especially with in-house manufacturing, could be significant long-term growth drivers.
- +Management's strategy to own the customer relationship and data (labs, wearables) positions the company well for the future of healthcare.
- +Long-term view: short-term subscriber and margin noise is irrelevant if you believe in the 10-year story.
- +Transition to branded products and membership model boosts revenue per subscriber to $105/month from $80.
- +Potential to be the only US-based maker of peptides like BPC-157, a reputable niche.
The bear case
- −Never bought in because he didn't understand the company or its advantages.
- −Information people had led to false narratives as the stock falls.
What StockTubers recently said
📹 HIMS Grew Sales 49% and Still Crashed. Here’s Why
Long-term bull case remains intact with strong sales growth and international expansion, but the stock is not yet at an attractive enough discount for him to personally buy. · Weak guidance and margin compression caused the crash; he expects further downside to $15-16 before a real long-term buy zone. · His short-term trade thesis failed as the stock broke through swing lows, but he sees $15-16 as a reasonable long-term entry for believers in the company.
📹 Hims & Hers Collapses 30% In a Week
The company is building a subscription health model similar to Costco, where the membership drives profit and prescriptions are low-margin, creating a disruptive moat. · New products like peptides and TRT, especially with in-house manufacturing, could be significant long-term growth drivers. · Management's strategy to own the customer relationship and data (labs, wearables) positions the company well for the future of healthcare.
📹 How Bad Is Nvidia’s Scandal Getting? CRWV Earnings Tonight | Market Monitor
Never bought in because he didn't understand the company or its advantages. · Information people had led to false narratives as the stock falls.
