To The Moon

Making millions in the market is possible. But only with conviction and a deep understanding of the company thesis.

Most people sold when $Hims & Hers Health Inc.(HIMS)$   crashed. I didn’t.

Here’s what changed since the lows — and why I’m still allocating:

1. *De-risking:* $NVO partnership removes a major overhang

2. *Expansion:* Aggressive global M&A building the DTC engine

3. *Category tailwind:* Peptides are going mainstream, and $HIMS is positioned as the distribution layer

4. *Macro shift:* Fed likely turns dovish after President Trump nominated Kevin Warsh

5. *Geopolitics:* Iran war likely to end soon, backdrop turning friendlier

6. *Consumer boost:* Oil price tanking supports discretionary spending

7. *Sentiment setup:* Short interest at ∼30-35% of float

That last point matters. 30%+ short interest isn’t just bearishness — it’s stored energy. Shorts eventually become buyers. There’s a hard cap on how much of the float can be shorted, but no cap on covering pressure.

So we have: improving fundamentals + secular tailwind + distribution advantage + macro turning + crowded short.

That’s not a broken story. That’s a coiled spring.

I’ll keep stirring the pot 🍲

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