$HIMS

Does he own it?

Early on he was openly bearish and grouped HIMS with crashing names, distancing himself from holders. After the March NVO-partnership flip he used first-person intent ("go long here," "along for the ride," "hop on Monday"). But these are hedged/forward-looking and squeeze-cheerleading; no concrete add, share count, or portfolio weight. A later equal-weight basket including HIMS is explicitly hypothetical ("would have been").

His thesis

Bull case rests on HIMS owning the largest independent global direct-to-consumer healthcare distribution network after acquiring overseas competitors, with huge latent revenue from cross-selling and high-margin peptide/GLP-1 subscriptions — drawing parallels to how Meta and Robinhood monetized captured retail audiences. The NVO partnership and dropped lawsuit removed regulatory/insolvency risk, and record ~40% short interest sets up a potential short squeeze. Main risk he flags: revenue deceleration and whether management can actually monetize the network.

How his view evolved

Started openly bearish (Jan-Feb), citing revenue deceleration and lawsuit/insolvency risk and mocking holders. Flipped decisively bullish in early March after the surprise NVO partnership and lawsuit drop, then stayed enthusiastic through April on the peptide/squeeze narrative.

Key points

• Bearish early, then flipped bullish post-NVO partnership and squeeze setup
• Thesis: largest global DTC healthcare network with untapped cross-sell/peptide revenue
• Record ~40% short interest framed as fuel for a major short squeeze

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $HIMS on X ↗