Who mentions $HIMS most on Surfaced?

@moninvestor (mon) mentions $HIMS most — 207 mentions in the past 12 months.

When was $HIMS first mentioned on Surfaced?

The earliest tracked mention of $HIMS in the Surfaced archive was on Jul 13, 2025.

How many voices track $HIMS?

41 FinTwit voices have mentioned $HIMS 1126 times in the past 12 months.

What kind of voices mention $HIMS most?

$HIMS is mentioned most by Long Research voices on Surfaced.

$HIMS — FinTwit mentions on Surfaced

Recent mentions

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@moninvestorJul 11, 2026 · 8:45 PM

This is what my portfolio looks like. For a long time, it did absolutely nothing. That's something I want every new investor to understand because most people only see the end result. They see a portfolio that's up hundreds of percent, but they don't see the months, or even years, where nothing seemed to happen. At the start of 2025, all of my money was in just two companies: $HIMS and $IREN. I bought Hims in 2023 and IREN in 2024 with one goal in mind. I wasn't looking for a quick 20% or 30%. I was looking for businesses that I believed could return 10x over the next 5 to 10 years. That meant accepting long periods where my portfolio looked dead. I bought IREN around the middle of 2024. A few months later it traded around $15, then eventually fell back to around $5 (April 2025). I spent almost a year sitting on a position that was either flat or red. I didn't sell. I bought more because my thesis hadn't changed. The market had changed. The business hadn't. The same thing happened with Hims & Hers. There were plenty of opportunities to chase whatever stock was up 100% that year, but I stayed with the companies I understood. Eventually the market caught up. Hims went from around $6 to over $60. My first IREN shares also went from roughly $6 to around $60. By the end of 2025, my portfolio had gained more than 400% for the year. Warren Buffett has said Berkshire Hathaway fell roughly 50% three different times after he took control. His point was simple. Did the business suddenly become worth half as much? No. The stock price fell. The business kept growing. If you weren't using borrowed money and your thesis is still intact, then there's no reason to panic. That's how I try to think about investing. Today everyone is focused on IREN's share price, the Warriors sponsorship (in a grand scheme of things, $50m deal is nothing), the executive compensation package and the lack of new AI deals. Some of those criticisms are fair. For example, I am not a fan of the compensation package. But none of that changes the reason I invested. It doesn't stop the company building data centres. It doesn't stop them securing more power. It doesn't stop them expanding toward almost 6 GW of secured power. It doesn't stop cloud capacity from coming online. I believe management is trying to maximise the value of long-term AI contracts rather than rushing to sign deals with weaker economics. We'll find out over the next couple of years whether that decision was right or wrong. The same applies to the founders' compensation. I don't agree with how generous it is, but the structure also tells me they're thinking about where this business could be in 2030 and beyond, not where the share price is next month. As long-term investors, that's the timeframe we should be thinking about too. Maybe my portfolio doesn't do much this year. Maybe it spends another year moving sideways. I've seen that before. Sometimes your portfolio can look boring for months or years, then one or two investments completely change everything. That's why I focus on the businesses, not the day-to-day share price. Over the long run, the value of the business is what matters. The market eventually catches up.

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