Who mentions $HIMS most on Surfaced?

@moninvestor (mon) mentions $HIMS most — 209 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 Aug 25, 2025.

How many voices track $HIMS?

41 FinTwit voices have mentioned $HIMS 1112 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

latest 100 of 1000

@moninvestorJul 17, 2026 · 4:23 PM

I'm expecting a V-shaped recovery in many of the growth stocks that have been hit the hardest over the past month. $IREN, $HIMS, $ONDS, $ASTS, $KRKNF & $OUST.

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@itscblastJul 17, 2026 · 2:18 PM

140% Gainer on $HIMS 🎯 https://t.co/dt1aIxuarP

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@itscblastJul 17, 2026 · 1:58 PM

Opened 5 $HIMS 07/17 $33.5C @ $0.30 for the $1K Challenge 🚀

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@investmentguru_Jul 17, 2026 · 11:06 AM

Long-term buying opportunities across the current setup- $RKLB is becoming the second full-stack launch and space systems player behind SpaceX, with Neutron set to open up the medium-lift market. $ASTS is building direct-to-cell satellite connectivity with major carrier partnerships already in place. Still early and capital intensive, but the addressable market is enormous if the constellation build-out executes. $MU sits at the center of the memory/HBM bottleneck for AI infrastructure. Every GPU and AI server needs high-bandwidth memory, and Micron’s pricing power in this cycle has been a standout story. $AMD is the clearest alternative to Nvidia in AI compute, with MI-series accelerators gaining hyperscaler traction. Datacenter and client CPU share gains add a second growth engine beyond just the AI narrative. $CRDO is a picks-and-shovels photonics/connectivity play, supplying high-speed interconnects that hyperscalers need as AI clusters scale. $MRVL Marvell’s custom silicon and networking chips are embedded deep in hyperscaler AI infrastructure. Diversified exposure across compute, storage, and optical networking makes it a core semiconductor holding in this cycle. $IONQ is a leading pure-play in trapped-ion quantum computing, still pre-profitability but with government and enterprise partnerships building out. High-risk, high-optionality bet on quantum reaching commercial relevance this decade. $NBIS is a NeoCloud name providing GPU infrastructure-as-a-service, spun out of Yandex with clean Western structure. Positioned to capture AI compute demand overflow that hyperscalers can’t build fast enough themselves. $SPCX offers direct exposure to launch, Starlink, and the broader space infrastructure stack from the dominant player. Rare opportunity to own the category leader rather than just the challengers. $TSLA long-term thesis has shifted from EVs alone to autonomy (FSD/robotaxi) and robotics (Optimus). Volatile and expensive on traditional metrics, but the optionality on physical AI is the real long-term bet. $GOOG combines search cash flow with genuine AI leadership through Gemini, TPUs, and Waymo. $OKLO is a small modular reactor developer, targeting the power bottleneck that AI datacenters are running into. Pre-revenue and regulatory-dependent, but squarely positioned in the nuclear layer of the energy buildout. $HIMS is scaling telehealth with a direct-to-consumer model in weight loss, hair, and men’s health. Margin expansion and category breadth make it a differentiated healthcare-tech growth story. $SOFI is building a full digital banking stack with a young, sticky customer base. Loan Platform Business and membership growth give it multiple paths to sustained profitability. $HOOD has expanded well beyond commission-free trading into crypto, options, and now prediction markets and international expansion. $GLXY offers regulated, institutional exposure to crypto infrastructure, trading, and asset management. A way to play digital asset adoption without taking direct token risk. $INTC is a turnaround and onshoring/foundry bet, with government backing tied to U.S. chip manufacturing independence. Higher risk than peers, but foundry execution and node progress (18A and beyond) are the catalysts to watch. $AAOI is a smaller-cap photonics/optical component supplier riding the same CPO/interconnect bottleneck thesis as larger names. More volatile, but high torque to datacenter optical demand. $COST — Costco is the steady compounder in this list — membership model, pricing power, and loyalty that holds up in any macro environment. Not a thematic AI play, but a ballast position for a portfolio otherwise leaning aggressive. $LLY — Eli Lilly’s GLP-1 franchise (obesity/diabetes) is one of the most durable growth stories in pharma right now. Deep pipeline beyond GLP-1s adds ballast to a name already compounding at a premium multiple. Not financial advice.

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@kaizen_investorJul 16, 2026 · 9:09 AM

@AaronComics Least? Probably $HIMS, $GOOGL and $MRVL

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@moninvestorJul 16, 2026 · 7:46 AM

Peptides meeting is just a week away, 23/24 July. Massive catalyst for $HIMS & $ENHA. The FDA's Pharmacy Compounding Advisory Committee is scheduled to review seven peptide families for possible inclusion on the Section 503A Bulks List on July 23–24, 2026. If a peptide is added, compounding pharmacies could compound it under the rules governing Section 503A. Note the committee's recommendation is advisory only. The FDA makes the final decision.

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@kaizen_investorJul 15, 2026 · 8:59 PM

@TomSzczypka At those prices? Top 5: $PL, $OUST, $MRVL, $FLNC and $HIMS.

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@moninvestorJul 15, 2026 · 3:46 PM

$HIMS is up 5.32% in a sea of red. https://t.co/seU3f2WFWn

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@moninvestorJul 15, 2026 · 7:23 AM

$HIMS - One thing that stood out to me from this WSJ report is how important distribution has become. My view is that Novo's partnership with Hims & Hers has been a major reason it has pulled ahead of Eli Lilly in the oral obesity market. I mean, Novo has captured 89% of prescriptions, while Lilly has just 11%. I don't think that's a coincidence. Hims gave Novo immediate access to millions of existing users and one of the largest digital healthcare platforms in the US. If this trend continues, I think every major pharmaceutical company will be paying attention. Eli Lilly included.

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@moninvestorJul 14, 2026 · 6:15 PM

$HIMS taught me an important lesson. The company was dealing with investigations involving the SEC, FDA and DOJ, alongside the lawsuit from Novo. At the time, the risk looked incredibly high. Stock dropped to $14. Andrew Dudum resolved the major issue in around a month and through all of the headlines, the business just kept operating as usual. Everyone underestimated management (except @alc2022, @hypergrowth102 and few others). The stock is now at $34. I think we're seeing something similar with AI infrastructure today. We're seeing restrictions in places like New York, while data center projects across parts of the US and Europe are being delayed or canceled because of power constraints, permitting issues and local opposition. If the company I'm invested in isn't dependent on those locations or already has secured power and approvals elsewhere, then why would I sell. Why would I be bearish? The market often focuses on today's news. Long-term investors should focus on whether the underlying business and investment thesis have actually changed.

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@moninvestorJul 14, 2026 · 1:48 PM

$HIMS - to announce earnings after hours on Monday, 10th of August. + FDA meeting in just 9 days away. + Biggest bear on X is buying. https://t.co/Gv1coiT9Zc

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@investmentguru_Jul 14, 2026 · 12:43 PM

@keithmawardi I have already in my portfolio and both discussed before $SOFI near $15/16 and $HIMS too in sub

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@investmentguru_Jul 14, 2026 · 10:51 AM

5 Stocks With 5-10X Potential Over the Coming Years $SOFI — Fintech’s fastest-scaling digital bank. 30%+ revenue CAGR guided through 2028, record loan originations, and a Financial Services segment growing 40%+ YoY as it diversifies beyond lending. Stablecoin/crypto optionality adds a call option most banks don’t have. The market keeps punishing single-segment noise while member growth compounds at 35%. $RKLB — Space infrastructure at an inflection point. $2.2B+ backlog, Nasdaq-100 inclusion, and Neutron targeting first flight Q4 2026 — the medium-lift rocket that opens an entirely new customer tier currently locked up by Falcon 9. Space Systems now drives the majority of revenue, de-risking the pure launch bet. The Iridium acquisition adds a recurring comms revenue layer to the thesis. $OKLO — The nuclear bridge-fuel trade for the AI power crunch. Only SMR developer with both a site permit and secured fuel. ~14GW in customer agreements (Switch, Equinix, Prometheus). Groves reactor targeting first criticality this month — a binary proof-of-concept moment that could shift the narrative from “pre-revenue promise” to “operating hardware.” Still years from commercial Aurora deployment (late 2027/28), so this is a patience trade. $IONQ — High-risk, high-reward pure-play on quantum’s commercialization curve. World-record 2-qubit gate fidelity, first 256-qubit Tempo system sale, and triple-digit revenue growth. But burn is accelerating and the stock has been hit hard on valuation resets and contract-loss rumors — this is a lottery-ticket-sized position, not a core holding. $HIMS — Telehealth scaling into a real GLP-1/peptide platform. Fresh $400M JPMorgan liquidity facility, branded weight-loss momentum, and multiple analyst price-target hikes. The FDA’s July 23-24 peptide advisory meeting is a real near-term catalyst/risk — a rejection on the seven peptides under review would sting the more speculative part of the thesis, but the core GLP-1 telehealth business keeps executing. All five are volatile, early-innings names — size accordingly. A 5-10x outcome implies a multi-year hold through real drawdowns, not a straight line up. Not financial advice.

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@moninvestorJul 13, 2026 · 7:08 PM

Anything under $40 is a buy. $IREN & $HIMS https://t.co/N56J3ig5hQ

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@moninvestorJul 13, 2026 · 5:59 AM

$ONDS, $HIMS, $ASTS, $IREN Remember that the market is being driven by macro right now. Macro simply means events that individual companies can't control, such as: > War with Iran > Interest rate decisions > Inflation data > Economic growth and recession fears > Trade tariffs and export restrictions > Weakness in major stock markets like South Korea's KOSPI, which can put pressure on semiconductor and technology stocks If the macro environment doesn't improve, the highest-growth, most volatile stocks are usually the ones that get hit the hardest. As long as your thesis remains intact, this is often where the biggest opportunities come from for long-term investors.

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@moninvestorJul 12, 2026 · 7:00 PM

Here are a basket of stocks to consider: 1. These are the high-risk, high-reward stocks I believe in for the long term: $HIMS - Consumer healthcare platform. $IREN - AI data center infrastructure. $ASTS - Satellite-to-phone connectivity. $ONDS - Diversified robotics and autonomy company. $KRKNF - Underwater drones, sensors, batteries+. $OUST - Pick-and-shovel play for robotics. $IBRX - Cancer immunotherapy platform. 2. These are the stocks that I believe are easy to understand for beginners: Subscription Based Businesses: $NFLX - Streaming subscription platform. $SPOT - Music and podcast subscription platform. $HIMS - Consumer healthcare subscription platform. $COST - Membership-based retail business. $MSFT - Enterprise software and cloud subscription. $GOOGL - YouTube Premium, cloud, and subscriptions. $AAPL - Services ecosystem, subscriptions, iCloud, Apple One.

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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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@stocksavvyshayJul 11, 2026 · 1:57 PM

KEY LEVELS TO WATCH FOR POPULAR STOCKS • Bullish: $NVDA, $AMD, $MU, $HOOD, $HIMS • Hold: $TSLA, $AVGO, $NBIS, $AEHR, $CIFR, $RKLB, $OPEN, $SOFI, $AAOI • Bearish: $PLTR, $ONDS, $OKLO, $ASTS, $IONQ, $IREN https://t.co/aGEiqUTUys

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@aiinvestorhqJul 10, 2026 · 11:52 PM

$MU is a 1500 stock trading at $1000 $AMZN is a $400 stock trading at $245 $HIMS is a $15 stock trading at $35 $PYPL is a $20 stock trading at $45

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@midascabalJul 9, 2026 · 6:55 PM

• Quantum computing: $IONQ • AI data infrastructure: $IREN • Modern healthcare delivery: $HIMS • Next-gen fintech: $SOFI • Semiconductor backbone of AI: $NVDA • AI software + government adoption: $PLTR • EVs, robotics + autonomy ecosystem: $TSLA • Launch systems + space logistics: $RKLB • Advanced nuclear reactors: $OKLO • Industrial UAV technology: $ONDS • Digital asset exposure: $COIN Save this post and follow me for more.

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@bullofbritainJul 7, 2026 · 6:16 PM

@NighthawkTradez he was 3x leverage $HIMS

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@kaizen_investorJul 7, 2026 · 3:50 PM

Been a bit offline lately as we moved over the weekend and been very busy on the job. I'm very calm in this market, $WOLF just reached my buying target so I added a bit more at $34.3. Nothing too spectacular yet. Other targets remain the same: $PL: $20 $RKLB: $60 $OUST: $20 $MRVL: $120 $FLNC: $12 $PLTR: $90 $AMPX: $8 SK Hynix: €850 $WOLF: $24 $IREN: $33 $ASM.AS: €650 $GOOGL: $230 $FTC.L: £2 $HIMS: $20

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@moninvestorJul 6, 2026 · 9:51 PM

A lot of people told me to rethink my investment in $IREN. So I did. I looked at the valuation again, and at around $37, it just didn't make sense to me. I believe the company's assets alone are worth more than where the market was pricing the business. That's why I decided to increase my position instead of selling. The stock is now back above $43. It reminded me a lot of what happened with $HIMS. Fear completely took over when the Novo lawsuit happened. The stock fell to around $15-$16, and now it's close to $40. That's why I try not to make emotional decisions when sentiment is at its worst. Fear creates opportunities, but only if your investment thesis is still intact. Not happy with the recent decisions but my thesis is still intact.

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@aleabitoredditJul 6, 2026 · 9:14 PM

Was a sad few months for $RDDT. But glad it's finally back above $200. Reddit was doing: - $663M revenue w/ 91.5% gross margins - $204M GAAP net income - 45%+ fwd Y/Y growth after 69%+ growth. - Net profit is ~30.7% of revenue Felt very weird to see a profitable company get dragged down after earnings. But in hindsight, given the increase hyperscaler capex, the drop felt more like it's more relative opportunity cost more than fundamentals? Since a lot of inflow poured into $MU / Sk Hynix that are bottlenecked into 2029. Or with laser bottlenecks like $LITE that last into 2029 as well. Same thing happens in reverse after selloffs ig, even if fundamentals didn't change. Been seeing a lot of noise with memory optimization or Chinese players... but don't quite think you sign 16T+ LTAs if memory was getting flooded or not used anytime soon. Same with optical players... if in earnings, they state anything they make gets bought, I don't quite think a lot of the noise has material effect on their fundamentals. Regardless, nice to see some recovery with familiar faces like $HOOD, $HIMS, and $RDDT though.

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@moninvestorJul 6, 2026 · 4:56 PM

$HIMS is almost $40. 👀 https://t.co/MfZj1cNM0Z

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@stocksavvyshayJul 5, 2026 · 4:06 PM

POPULAR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up: • $TSLA 4.5x • $SPCX 3.8x • $GOOGL 2.9x • $AAPL 2.6x • $INTC 2.5x • $HOOD 2.0x • $PLTR 2.0x • $META 1.5x • $ASML 1.5x • $AMZN 1.4x • $MSFT 1.2x • $TSM 1.1x • $SOFI 0.9x • $HIMS 0.9x • $NOW 0.7x • $NVDA 0.6x • $AMD 0.6x • $AVGO 0.5x • $ORCL 0.4x • $MU 0.1x • $SNDK 0.1x

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@moninvestorJul 4, 2026 · 6:27 PM

A lot of people hear “peptides are not FDA approved” and immediately stop thinking. I think that is the wrong way to look at it. FDA approval does not automatically mean something is healthy, risk free, or good for you. Cigarettes are legal. Alcohol is legal. Ultra processed food is legal. A lot of things that clearly damage human health are still sold every day. So for me, the question is not just whether something is allowed by the government. The real questions are: - what is the evidence? - what are the risks? - what are the benefits? - what is the dose? - what is the source? - is it being used properly? That is how I look at peptides. The uneducated view is that peptides are just some foreign chemical being injected into the body. That is not really what they are. Peptides are short chains of amino acids. Amino acids are the building blocks of protein. Many peptides already exist naturally in the body and act like signals. They tell cells to do something. Some affect appetite. Some affect healing. Some affect hormones. Some affect inflammation. The concept is not crazy. You are basically using a biological signal to push the body in a certain direction. But that does not mean every peptide is safe. Natural does not automatically mean safe either. Insulin is natural, but the wrong dose can kill you. Growth hormone exists naturally, but abusing it can cause serious problems. So I am not saying people should blindly use peptides. I am saying people should think properly. When I first heard about peptides, my first thought was not “has the government approved this?” or “are big pharmaceutical companies selling it?” My first thought was: what does the research say? What studies exist? What are the side effects? What are people using it for? What results are being reported? What is proven and what is still early? That is the honest way to look at it. The problem today is that many peptides sit in a gray area. Some have strong evidence, like GLP-1 drugs. Others are promising but still early, with limited human data. Some are popular because athletes and biohackers use them, but that is not the same as proper clinical proof. And because the legal route is unclear, a lot of demand has moved into “research only” websites, underground sellers, and unregulated sources. That is where the real danger is. This is why I think regulation matters, but not because regulators always know best. Regulation matters because it can move the market away from black market vials and toward pharmacies, prescriptions, testing, quality control, and medical supervision. That is the real opportunity. That is the level of thinking this category needs. I made a short aricle on peptides. Check out my article on Substack. Link in my bio and below. Please note, this is my opinion. I am currently doing research on peptides for personal reasons. I am also an investor in $HIMS & $ENHA.

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@investmentguru_Jul 3, 2026 · 6:14 PM

The Category Creator Portfolio Some businesses aren’t just “leaders” — they’ve built moats so wide, nobody’s even trying to cross them. $PLTR — Palantir Not a “software company.” It’s the only platform doing AI-driven ontology at classified government + enterprise scale simultaneously. Competitors sell tools. Palantir sells outcomes baked into defense and intelligence infrastructure that took a decade to build trust for. $SPOT — Spotify Global audio distribution + the algorithm that actually knows what you want to hear next. Apple Music and YouTube Music are label-first. Spotify is user-first. That’s why churn stays low and podcasting/audiobooks keep expanding the moat. $HIMS — Hims & Hers Direct-to-consumer telehealth with its own pharmacy, its own compounding, its own brand trust in categories people are embarrassed to walk into a clinic for. Nobody else owns the full stack front-to-back like this. $TSLA — Tesla Not just EVs. Vertically integrated batteries, FSD data flywheel, Optimus robotics, and a charging network competitors now pay to use. The closest comps aren’t even in the same business anymore. $AMD — Advanced Micro Devices The only credible alternative to Nvidia at scale in AI compute, while also owning x86 CPU share from Intel on the other side. Two-front dominance nobody else can claim. $DUOL — Duolingo Language learning + gamification + AI tutoring in one free-to-paid funnel with network effects (leaderboards, streaks, social) that no edtech competitor has replicated at this user count. $IBRX — ImmunityBio Proprietary IL-15 superagonist platform (Anktiva) — a completely different immunotherapy mechanism than PD-1/PD-L1 checkpoint inhibitors. First-in-class, not best-in-class. $ASTS — AST SpaceMobile Direct-to-cell satellite broadband from space, compatible with unmodified smartphones. Starlink’s version needs a partnered carrier workaround. AST built the actual satellites for it — patented spectrum + tech nobody else has cleared. $RKLB — Rocket Lab Only company besides SpaceX with a proven, reusable, frequently-flying orbital rocket AND a full space systems manufacturing arm (satellites, components, Neutron coming). Everyone else is still pre-revenue or single-product. $POET — POET Technologies Optical interposer platform integrating photonics at the chip level for AI datacenter interconnects. Nobody else has this exact manufacturing approach at this stage — first-mover on a bottleneck the whole AI buildout needs solved. $OKLO — Oklo Fast fission microreactor design with NRC engagement and a direct line to hyperscaler power deals. Most nuclear names are still legacy large-reactor. Oklo’s the closest thing to “AI power, deployed.” $CRWV — CoreWeave Purpose-built GPU cloud from day one, not a retrofit of general cloud infra. Hyperscaler-scale AI compute contracts without hyperscaler legacy overhead — a category it effectively created. $MDA — MDA Space Only Western company with proven satellite bus manufacturing + robotics heritage (Canadarm lineage) at commercial scale — critical infrastructure nobody’s replicating fast.

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@moninvestorJul 2, 2026 · 10:51 AM

$IREN & $HIMS - Something to keep in mind. One thing I keep thinking about is what happened with HIMS. When the NOVO lawsuit hit, sentiment completely collapsed. Investors lost confidence, the stock fell to around $16, and a lot of people assumed the worst. I even sold my position because the uncertainty was so high. But while the market focused on the lawsuit, the business itself kept improving. The company still had millions of subscribers, continued making acquisitions, and kept executing. Then something happened that almost nobody expected. Management resolved the lawsuit far faster than most people thought possible. Within about a month, one of the market's biggest concerns disappeared, and the stock eventually recovered. Looking back, the market priced in the downside but completely failed to price in the possibility of a quick resolution. I'm starting to see a similar setup with IREN. The compensation package has definitely damaged investor confidence, and I don't like it either. It's a legitimate concern. But sentiment has become so negative that I think retail investors are beginning to overlook what the company actually owns. IREN controls roughly 6 GW of power capacity, has relationships with NVIDIA and Microsoft, and has already signed hyperscale agreements, even if they're still relatively small. We also know that access to reliable power has become one of the biggest bottlenecks for AI infrastructure, and hyperscalers are actively searching for capacity. Today, the market doesn't believe IREN can land a truly large hyperscale deal, just as the market didn't believe HIMS management could quickly resolve its lawsuit. In both cases, investors became fixated on the immediate problem and lost sight of the underlying business. That doesn't mean IREN will play out exactly like HIMS. They're different companies facing different challenges. But when sentiment reaches an extreme, I think it's worth asking whether the market is once again pricing in only the downside while ignoring what could happen if management executes. IREN may fall further from here, and that's always possible. But when expectations become this low while the underlying assets remain strategically valuable, I find myself becoming more interested.

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@moninvestorJul 1, 2026 · 2:15 PM

$HIMS +9%. Anything under $40 is a buy. We are getting close now. 👀

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@kaizen_investorJul 1, 2026 · 12:50 PM

Monthly portfolio update. MTD performance: -3.7% YTD performance: 94.1% I did not make any trades this month but allocation wise a few things has changed due to the performance of some stocks. 1. $PL (12.9% allocation) - MTD -29%: Planet had a difficult month in terms of performance. The stock still trades 35% below the highs of a month ago. SpaceX and the ATM were the two main catalysts for this performance. The earnings were great though, I still believe Planet is the best space stock available. 2. $OUST (12.1% alloc.) - MTD +39%: The market gave Ouster a lot of love lately. 3 months ago we were able to buy the stock at $19, it now trades above $60. I still think the next earnings might be crucial though, I expect Ouster to grow a little bit slower than the market now is expecting. Will keep a close eye on this one and might start to trim if it keeps pumping. 3. $RKLB (9% alloc.) - MTD -19%: Another space company with a difficult month. SpaceX the main catalyst here. They reported great earnings as well and are still up 55% in 3months. Very well run and might be one of the safest space companies around. 4. $MRVL (9% alloc.) - MTD +40%: Everyone is chasing the next big small cap in photonics but if you don't have Marvell in your portfolio, what are you doing? Jensen expects Marvell to be the next 1 trillion dollar company, although this might be a bit excessive it is defenitely the one photonics company you should hold. Bought the stock 3.5 months ago, over 3x return already. 5. SK Hynix (8.5% alloc.) - MTD +7%: Another one I bought 3 months ago and got some love by the market. I believe memory is here to stay and SK Hynix is the ideal play for me. The US listing should bring some extra love to the company. 6. $ASM.AS (7% alloc.) - MTD +18%: The stock I hold the longest in my porftolio. It's a very cyclical stock, I think it might have another run in them but might look to trim if it reacher +-€1.200. The better play if you compare it with $ASML, which I sold couple of months ago. 7. $PLTR (6.4% alloc.) - MTD -25%: Used to be my biggest allocation by far. Market does not rate it as you should rate Palantir imo. It's getting cheap now, I'm waiting until the $90 region ot add to my position. 8. $FLNC (6.1% alloc.) - MTD -19%: One of my most volatile stocks. But very undervalued imo. They announced two deals with HyperScalers and a deal with $NVDA. By far the best battery company on technical level. The fact that the owners wants to get out causes some fraction, but I think it's a very good long-term hold. 9. $HIMS (5.5% alloc.) - MTD +30%: I bought a bit extra at $18 but I'm still in the red here. Bought the dip a bit too early but I still very much believe in the company. It is my only non-ai play at the moment. They had a great month and I expect some other great months ahead for the company. 10. $GOOGL (5.2% alloc.) - MTD -5%: Google can do everything. From LLM's to TPU's to Space to Selfdriving cars. I like the company a lot and it is my go to safe stock in my portfolio. 11. $IREN (4.8% alloc.) - MTD -26%: Iren is my datacenter pick. If you compare it with the other datacenter stocks, this was not my best choice. I still believe in the potential of the company but I doubt some managerial choices to be honest. I keep them for now as I think the market can make it rocket all of a sudden. 12. $WOLF (4.8% alloc.) - MTD -12%: Wolfspeed is my go to SiC pick. Very much undervalued if you compare it to competitors. The recent bankruptcy is still very much in their valuation. They have a lot of economical tailwinds and have a technical moat to see off Chinese competition. 13. $AMPX (4.7% alloc.) - MTD -36%: I wasn't too convinced with their latest earnigns call and it looks like the market wasn't either. They clearly got the best battery technology. It just looks like drone manufacturers are not willing to pay the premium for these batteries. 14. Filtronic (4% alloc.) - MTD -28%: I wanted to add aggressively to the stock at £2. Stock dropped to £2.1 and jumped back to £2.9 at the moment. I very much believe in the company but a settback can put the stock in disscount again. I will be patiently waiting for that moment. If you have any questions regarding the portfolio, please feel free to ask.

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@jasonl_capitalJul 1, 2026 · 12:24 PM

7. $HIMS - Hims & Hers Hims & Hers raised full-year 2026 revenue guidance to $2.8-3.0 billion, 19-28% growth, with adjusted EBITDA guidance of $275-350 million. It just launched direct partnerships with Novo Nordisk and Eli Lilly to offer FDA-approved GLP-1s to its 2.6 million subscribers, a shift away from the compounded semaglutide that drove 2025 growth. Subscriber count is still growing 9% year over year with retention above 85%, even as the GLP-1 transition pressured Q1 margins.

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@moninvestorJun 28, 2026 · 11:14 PM

I am very excited to share my long-term thesis on $HIMS. This is my first write-up on one of the stocks in my long-term portfolio, and I am looking forward to sharing the next one. I had a great time writing this article. Here is part 1. ------ 1. How I think about a long-term stock. I think I have a different take on this than most people. When I buy a stock for my long-term portfolio, I ask what it will look like in five years, ten years, or twenty years. If I cannot picture the company being far bigger and far more important two decades from now, it does not make it into my portfolio. That is my brutal filter, and most companies fail it. Hims & Hers passed it for one simple reason. I looked around and realized there is a platform for almost everything in our lives now, except healthcare. There is a platform for music. A platform for video. A platform for shopping, for food, for travel, and for your money. Healthcare is the one enormous part of life that never got its platform. It is still slow and a pain to deal with. That gap is the opportunity, and it is huge. ------ Continue reading on Substack. Link in my bio and below. No paywall.

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@moninvestorJun 28, 2026 · 4:54 PM

@TheLongInvest $AMZN + $HIMS - I hope not.

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@ftr_investorsJun 27, 2026 · 5:59 PM

𝗨𝗻𝗽𝗮𝗰𝗸𝗲𝗱 #𝟰: 𝗛𝗶𝗺𝘀 & 𝗛𝗲𝗿𝘀 $HIMS https://t.co/2Zv071N12Z

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@moninvestorJun 27, 2026 · 5:32 PM

June is almost over. Overall, a very successful month for my Short-term Portfolio in terms of trades completed. The vast majority closed green, with 11 of 12 trades finishing in profit. Only one ended slightly in the red. A few notes for context: - These are the completed trades from my Short-term Portfolio. - $HIMS and $OUST were moved over to my Long-term Portfolio, so I'll be holding those going forward. - $PENG appears twice because I reduced my position in two separate trades. - Some of these were stocks I bought back in May and sold in June, so the gains reflect positions held across both months. - 11 of 12 trades closed green. Roughly a 92% win rate for the month. - Currently own 8 stocks in my Short-term Portfolio.

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@stocksavvyshayJun 27, 2026 · 3:39 PM

One of the biggest requests I’ve gotten is for more short-form video content so nearly two months ago we relaunched the Futurum Equities YouTube channel. So far, we’ve covered: • Why $MELI is one of the best opportunities in market • How $TE, $NVTS & $IREN fit into AI power bottleneck • Why Jensen Huang thinks $MRVL can 5x to a $1T valuation • Everything you need to know about $SPCX IPO & $60B Cursor deal • Why $ONDS, $KTOS, $MRCY & $AVAV are my 4 favorite drone stocks • Why I initiated trades in $NFLX & $MSFT at near decade-low valuations • Earnings reactions for $MU, $PLTR, $DOCN, $AMD, $ARM, $TMDX, $ASTS, $HIMS, $NBIS, $EOSE, $ONDS, $ZETA, $SNOW, $AVGO, $ORCL, $ADBE & $NVDA We plan to keep posting 4 to 5 videos per week so let us know which companies or topics you want us to cover next!

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@moninvestorJun 27, 2026 · 2:58 PM

The 7 bets on where the world is heading over the next decade: 1. $HIMS – Telehealth/Longevity 2. $IREN – AI Data Centers 3. $ASTS – Space Tech + Satellite Connectivity 4. $ONDS – Drones/Robotics 5. $OUST – Physical AI 6. $IBRX – Cancer Immunotherapy 7. $KRKNF – Underwater Robotics Check-out my write-up on Substack. Link below/Bio.

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@stocksavvyshayJun 27, 2026 · 12:38 PM

KEY LEVELS TO WATCH FOR POPULAR STOCKS • Bullish: $AMD, $MU, $NBIS, $CIFR, $HIMS • Hold: $NVDA, $AVGO, $HOOD, $AEHR, $RKLB, $SOFI, $AAOI • Bearish: $TSLA, $PLTR, $ONDS, $OKLO, $ASTS, $IONQ, $OPEN, $IREN https://t.co/E8RqAVUbjD

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@kaizen_investorJun 27, 2026 · 12:17 PM

Levels I’ll add to my stocks. This is based on allocation to my own portfolio as well as how undervalued some might be. As you’ll see, some stocks are still far from my adding zone, some are close. $PL: $20 $RKLB: $60 $OUST: $20 $MRVL: $120 $FLNC: $12 $PLTR: $90 $AMPX: $8 SK Hynix: €850 $WOLF: $36 $IREN: $33 $ASM.AS: €650 $GOOGL: $230 $TFC.L: £2 $HIMS: $20 I’ll try to be as patient as possible.

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@moninvestorJun 26, 2026 · 11:39 PM

$HIMS has become one of the most "voluminous" telehealth partners to Novo. https://t.co/1RZUxPFOox

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@daniel_kossJun 26, 2026 · 3:29 PM

$FCEL up 25% after smart money finds out RJC is bearish "with high confidence". Okay, I'll stop with these senseless posts, but I hope you guys realize the selection bias of showing short-term screenshots only when they make you look right, while ignoring the longer periods where your calls didn’t work. For example, when you say $HIMS will go to 0, but then it goes up 100%+. Or when you say $CRWV has more upside than $NBIS, but then act like you were bullish $NBIS all along after one goes sideways and the other is up 3x. Or when you say $FCEL is a shitco at $15 and then dunk on it when it goes from $25 to $21. Or when you bull post about stocks pumping that you're allocated to with 1% of your portfolio. Or when you say $IREN has 10x more power than $NBIS and then dunk on $IREN shareholders every time the stock does poorly, but casually leave out the part where you were bullish IREN and thought about picking IREN over Nebius. I guess being anonymous is awesome to dunk on people who stand behind their picks with their real name and face. It's also great to take 0 accountability for when you're wrong and just dunk on others when they have 1-2 bad days. Every time you're wrong, it was just a joke. Convenient. Who cares if they have a better track record or double your performance? Just pick a screenshot that fits your narrative and you're good on X! :D P.S. I actually don't recommend FOMO buying $FCEL here after an almost +30% day. I prefer the phases where great companies go sideways. Adding Yesterday was clearly a great move. Now $NBIS looks really juicy again. Back below the 21 EMA and suddenly people turn bearish, when the risk/reward now is great again. Typical X, I guess on every front. Buy the pump, sell the dump 😂 = buy high sell low.

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@moninvestorJun 25, 2026 · 8:13 PM

$HIMS What an incredible recovery. 👀 Anything under $40 is a buy. https://t.co/KX284stnj0

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@moninvestorJun 23, 2026 · 11:03 PM

These are my favourite stocks across the themes I believe have the strongest tailwinds over the next decade: Nuclear: $SMR Robotics: $OUST Rare Earth: $UAMY Copper: $COPX ETF Memory: $DRAM ETF Solar: $CSIQ, $TE & $ENPH Drones: $ONDS & $KRKNF (UUVs) Space: $SATL, $RKLB, $ASTS & $VELO Health/Bio: $HIMS, $IBRX, $ABCL & $PRME AI Infrastructure: $IREN, $NUAI, $NBIS & $KEEL *Not the full list. I've spent countless hours researching these sectors one by one, building positions only after developing strong conviction. Some ideas came from X, such as UAMY, but the majority were discovered through my own research long before they became widely discussed on X. Of all the names here, IREN, HIMS, and ONDS remain my highest-conviction positions this year (currently trading HIMS/ONDS). I currently see the most attractive combination of execution, market opportunity, and long-term upside for these 3 stocks. This list is a snapshot of where my research has led me today and the sectors I believe could benefit from some of the most powerful technological and industrial shifts taking place over the next decade. Because I run a concentrated portfolio, I can't own every stock I like. Every position has to earn its place. Currently own 8 stocks out of that list. NFA.

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@daniel_kossJun 23, 2026 · 3:34 PM

RJC really wants to keep yapping 🤪 Fine, I'll play along. His new slam dunk is that I sold $NBIS at $284 and told Subscribers I expect a short correction back to the 8EMA because of FED and IRAN. Wait, whoops that's exactly what happened and me and the people who followed the trade sold at $284 and bought back at $264. So I made my Subscribers money and all my Subscribers who read the comments can see that everyone today was super happy about the trade ✌🏻 Only 2/3 of my trades work out, so next time at least mention a losing trade buddy? Look I'll give you an example how to call out a horrible trade: $HIMS is up ~+100% since @RJCapital said he's "extremely certain" it will go to zero. An entire Substack article where you say you're extremely certain and then it's just the exact opposite of what happens. But who cares? Just call out Kevin Xu for a bad trade or even Daniel Koss for a winning trade and nobody remembers your Ls in all that 0 value add noise, except of course the people who listened to your call and lost money on $HIMS Did you listen nephew? P.S. All my trades are 100% transparent, pre fact and actionable. Maybe get some inspiration to do that instead of your 0 value engagement farm posts 🫶🏻

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@dustinhuntwnJun 23, 2026 · 7:41 AM

$HIMS shorts went from 40.84% short to 32.27% short real fast but still many shorts left to blow up 💣 https://t.co/G92igjLnme

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@moninvestorJun 22, 2026 · 10:17 PM

To understand why I'm so bullish on $HIMS, you first have to understand the Netflix story. Go back fifteen or twenty years. If you were a visionary investor back then, you wouldn't have seen a little DVD rental company. You would have seen where the world was heading. You would have understood that entertainment was moving online, and that whoever owned that relationship with the viewer would eventually own the future. The visionaries saw it. Everyone else saw a mail-order movie service and in the end, Netflix became bigger than Disney. Healthcare is one of the biggest and most broken markets in the world. It's expensive, confusing, and fragmented across countless doctors, specialists, pharmacies, and systems that barely talk to each other, which leaves patients to navigate all of it on their own. Everyone knows the experience is painful, and almost nobody has truly fixed it. That's the problem Hims is positioned to solve. Hims is building direct relationships with millions of patients. That alone is valuable, but the bigger opportunity is what happens over the next ten or twenty years as those relationships deepen and that patient data compounds. Lab results, treatment histories, and outcomes all flow into one platform, and as AI keeps getting better, that data becomes one of the most valuable assets in all of healthcare. Today, most investors see a telehealth company. I see one of the most important healthcare platforms in the world.

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@moninvestorJun 22, 2026 · 6:00 PM

$HIMS $IREN $ASTS $ONDS - Great buying opportunity. https://t.co/IoAY71g3Ak

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@photonbullJun 22, 2026 · 6:00 PM

@Kakooli98 they using some $HIMS today

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@investmentguru_Jun 22, 2026 · 10:08 AM

My focus remains on the long-term winners across AI infrastructure, semiconductors, optical networking, foundries, robotics, space, energy, and digital assets. Names like $MU, $AAOI, $MRVL, $AVGO, $ARM, $GOOGL, $AMZN, $META, $RKLB, $INTC, $NBIS, $HIMS, $MP, $MSFT, $QS , $NOK and $SOFI all fit pieces of that puzzle. The theme is simple: own the companies building the future—compute, memory, networking, power, automation, space, and financial infrastructure. Not investment advice. Just sharing where my attention is today.

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@moninvestorJun 21, 2026 · 9:02 PM

$HIMS - the ticker for peptides. 👀

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@stocksavvyshayJun 21, 2026 · 3:31 PM

POPULAR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up now: • $SPCX ~4.7x • $TSLA ~4.6x • $GOOGL ~2.9x • $INTC ~2.8x • $AAPL ~2.5x • $HOOD ~2.0x • $PLTR ~2.0x • $ASML ~1.9x • $META ~1.6x • $AMZN ~1.4x • $TSM ~1.2x • $MSFT ~1.1x • $SOFI ~0.9x • $AMD ~0.9x • $HIMS ~0.8x • $NVDA ~0.8x • $NOW ~0.6x • $AVGO ~0.6x • $ORCL ~0.5x • $SNDK ~0.4x • $MU ~0.4x

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@investmentguru_Jun 21, 2026 · 2:24 PM

The Next Trillion-Dollar Wave Isn’t in Semiconductors. It’s in Your Bloodstream. Everyone’s watching chips, NeoCloud, and power. Meanwhile, AI is quietly rewiring healthcare from reactive to predictive — and almost nobody is positioned for it. Healthcare is moving through the same kind of capital cycle we’ve mapped in AI infrastructure: a foundational layer (genomics) enabling a diagnostic layer (AI-read data) enabling a delivery layer (personalized treatment) enabling a behavioral layer (digital therapeutics that keep patients engaged). Four layers, four sets of plays. 1. Gene Therapies — The Foundational Layer This is the “silicon” of biotech: rewrite the underlying code, fix the disease at the source. 2026 has been a genuine inflection point — the FDA has leaned into faster, more flexible review pathways for cell and gene therapies, and the pipeline is converting. •$QURE (uniQure) — surged sharply this month on a major gene therapy advancement; a name riding the regulatory tailwind directly •$RGNX (REGENXBIO) — AAV gene therapy platform with a PDUFA decision already through in February and multiple late-stage pivotal readouts through 2026; partnered with AbbVie on what could be the first gene therapy for a non-rare disease (wet AMD) •$NTLA (Intellia) / $CRSP (CRISPR Therapeutics) / $BEAM (Beam Therapeutics) — the core gene-editing complex; CRSP remains range-bound despite holding the world’s first approved CRISPR therapy, which is exactly the kind of “stuck but structurally important” setup worth tracking 2. AI-Assisted Diagnostics — The Inference Layer This is where AI infrastructure spend actually shows up as patient outcomes. The model: ingest multimodal data (genomic, imaging, clinical), run inference, return an actionable diagnosis faster than a human panel. •$TEM (Tempus AI) — the clearest pure-play. Q1 2026 revenue +36% YoY to $348M, diagnostics revenue +35%, MRD test volume up ~500% YoY, full-year guidance raised to $1.59–1.60B. This is the diagnostics version of a NeoCloud growth curve •$PACB (Pacific Biosciences) — sequencing infrastructure, the “memory layer” underneath every genomic diagnostic •$BFLY (Butterfly Network) — point-of-care imaging, AI-assisted ultrasound, democratizing diagnostic access 3. Precision Medicine — The Targeting Layer Where genomics and diagnostics converge into “right drug, right patient, right time.” •$PRAX (Praxis Precision Medicines) — CNS precision neuroscience, translating genetic epilepsy insights into targeted therapies, multiple readouts ahead in 2026 •$RGNX again earns a mention here — its retinal and Duchenne programs are precision-targeted by genetic subtype, not blanket indications •Watch the AbbVie/Gilead-style partnership pattern — Big Pharma is increasingly outsourcing precision targeting to smaller platform companies rather than building in-house, which is where the asymmetric upside sits 4. Digital Therapeutics — The Engagement Layer The layer that keeps patients adherent and reduces cost-of-care between clinical touchpoints — software as the prescription. •$HIMS (Hims & Hers) — already a long-term holding in the core portfolio; consumer-facing digital health at scale •$GDRX (GoodRx) — Pharma Direct revenue +82% YoY in Q1 2026, a real signal that the direct-to-consumer medication/therapeutics rail is accelerating •$TDOC (Teladoc) — legacy name still worth tracking as the digital-care distribution layer consolidates The framework, simply: Genomics writes the code → AI reads the code → precision medicine targets the code → digital therapeutics keeps you compliant with the fix. Same wave structure as chips → memory → photonics → energy, just running through biology instead of silicon. This sector moves on binary catalysts (PDUFA dates, trial readouts) rather than smooth growth curves like NeoCloud — size positions accordingly and expect volatility around data releases. Not financial advice.

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@stocksavvyshayJun 21, 2026 · 1:01 PM

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@moninvestorJun 21, 2026 · 12:52 PM

@ryansfinance In that case, I would wait for a pullback. But if you want to avoid trying to time the market, the simplest method is to just buy on a fixed schedule. Say, once a month over five months, or whenever you get paid. You're putting the same amount in each time, regardless of the price. This takes the emotion out of it. The strategy I personally use is more concentrated and higher risk. I'm actively looking to take advantage of opportunities rather than just buying on autopilot. So instead of a fixed date, I'll add to a position when it makes sense to me. That usually looks like one of two things: > Buying the dips. If I still believe in the stock and it drops, I see that as a chance to get more shares at a discount, so I'll add on the way down. Recent example $HIMS > Buying strength. Sometimes I'll add even when it's going up, if I've got spare cash and I still believe there's plenty of upside left. Recent example $NUAI. The main takeaway is that you have to find what works for you. If you're just starting out, spreading your buys over time on a fixed schedule is simple and effective. As you get more confident, you can be more deliberate about when you add.

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@moninvestorJun 20, 2026 · 10:04 PM

$HIMS - Anything under $40 is a buy. > The stock is up 53% over the past month. > It's now just 15% away from $40. > Prediction: $40 to $60 and eventually $100. > It's inevitable. Write-up coming tomorrow. https://t.co/oux7CJeGAj

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@stocksavvyshayJun 20, 2026 · 3:42 PM

Truly unreal to be nearing 10K subscribers less than two months after relaunching Futurum Equities YouTube and the support has been genuinely humbling. So far, we’ve covered • Everything you need to know about the $SPCX IPO & $60B Cursor deal • Why I initiated a trade in $NFLX at its 4-year low valuation • Why $ONDS, $KTOS & $AVAV are my 3 favorite drone stocks • Why $MELI is one of the best opportunities in the market • Why Jensen Huang thinks $MRVL can 5x to a $1T valuation • How $TE, $NVTS & $IREN fit into the AI power bottleneck • Earnings reactions for $PLTR, $DOCN, $AMD, $ARM, $TMDX, $ASTS, $HIMS, $NBIS, $EOSE, $ONDS, $ZETA, $SNOW, $AVGO, $ORCL, $ADBE & $NVDA We plan to keep posting 4-5 videos per week so let us know which companies or topics you want us to cover next!

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@stocksavvyshayJun 20, 2026 · 1:32 PM

$HIMS CEO said native wearable sync is “coming soon” after a user asked about connecting Oura Ring data to the app. This moves Hims closer to a full-stack AI health platform where labs, prescriptions, wearables and biometrics create a more personalized data loop over time. https://t.co/wOAT7We5zC

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@stocksavvyshayJun 20, 2026 · 1:07 PM

Here are the current 2030 revenue estimates for popular growth stocks: • $CRWV ~$86.4B • $SPCX ~$43.8B • $PLTR ~$40.2B • $NBIS ~$39.7B • $IREN ~$13.8B • $HOOD ~$9.6B • $SOFI ~$8.9B • $HIMS ~$4.2B • $ASTS ~$3.3B • $IONQ ~$2.9B • $RKLB ~$2.4B • $EOSE ~$1.5B • $CIFR ~$1.5B • $ONDS ~$1.4B • $PL ~$891M • $NVTS ~$275M

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@moninvestorJun 20, 2026 · 8:56 AM

If you're new to investing, start with Subscription businesses. $NFLX, $SPOT, $COST & $HIMS That's exactly what I did when I started. If you have no idea where to even begin looking, subscription businesses are the easiest place to start. These are companies where the majority of the money comes from one single source, and that's what makes them so easy to understand. You don't have to untangle a dozen different things to figure out how they make money, because it all comes down to people paying every month. Netflix is the perfect example. Almost everything they earn comes from people paying a monthly fee to watch shows on their platform. Those same people pay again the next month, and the month after that, so the company already knows roughly what's coming in before the month even starts. That steadiness is the whole reason these businesses are so attractive, and once you understand it, a lot of investing starts to make more sense. The most important thing to look at is how long they manage to keep their customers, because that's where the real money is. If Netflix can hold onto you for five years instead of one, that's five times as much money from the exact same person, without spending anything extra to get you. So when a company gets even slightly better at keeping people around, it makes a massive difference to how much they earn over the long run. These companies also have room to raise their prices very gradually. You've probably watched your own monthly bill go up by a dollar or two over the years and barely thought twice about it, so you kept paying. Spread that small increase across millions of customers and it turns into a serious amount of money, and it works even better once the product has become something you use without thinking. Another thing that makes them powerful is how much they can afford to spend to win you over in the first place. Since the company already expects you to stick around and pay for a long time, it makes sense for them to spend more upfront to get you signed up, knowing they'll earn it back over the months and years you stay. That gives the strongest companies a real edge, because they can keep pulling in new customers while still making money on each one. There's also the habit side of it, which is easy to overlook. When you watch Netflix every night or put Spotify on every time you get in the car, the product quietly becomes part of your daily routine. Once it's woven into your day like that, most people just keep paying, because canceling feels like more effort than it's worth. On top of all that, these businesses give you a really clear read on how they're actually doing. Because the payments come in steadily every month, you can easily tell how many people are using the product and whether that number is growing or shrinking, which makes your job as an investor a whole lot easier. And once one of these companies gets big enough, it can start adding even more ways to make money. With millions of people already paying every month, it can introduce things like ads, cheaper plans, premium plans, or bundles, and it doesn't have to go find a brand new audience to do it, because everyone's already there. So if you're just getting started, this is a great place to start. Pick a subscription business you already use yourself, pay attention to how well it keeps its customers, and watch how it grows over time. Once this clicks for you, you'll start spotting it everywhere you look.

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@moninvestorJun 20, 2026 · 7:45 AM

My favourite stocks in each sector: Nuclear: $SMR Robotics: $OUST Rare Earth: $UAMY Copper: $COPX ETF Memory: $DRAM ETF Solar: $CSIQ, $TE & $ENPH Space: $SATL. $ASTS & $VELO Drones: $ONDS & $KRKNF (UUVs) Health/Bio Tech: $HIMS, $IBRX, $PRME AI Infrastructure: $IREN, $NUAI & $KEEL > I do my own research, sector by sector. > I'm consistent and rely on my own work. > IREN, HIMS, and ONDS remain my top three picks for 2026. > Aside from KRKNF and IBRX, I bought every stock on this list before it became popular on X. > I found few names on X (for example, UAMY). > Aside from DRAM, I've owned every stock on this list at some point. > My approach is high risk, with a focus on small-cap opportunities. > I can't own them all because I run a very concentrated portfolio. > That means position sizing and conviction matter more to me than diversification.

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@photonbullJun 20, 2026 · 2:26 AM

Love $HIMS or hate it, @NighthawkTradez has been one of the most loyal bulls Calling for the craziest partnerships and collaborations Would be really cool if some of them played out to be honest But still not sure if I like $HIMS as a stock here. Probably just better stocks out there in terms of risk and also potential rewards

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@mrmikeinvestingJun 19, 2026 · 2:56 PM

These 7 companies are trading below their fair values right now, & remain obvious buys: 1. Rocket Lab ~ $RKLB 2. Cipher Digital ~ $CIFR 3. Qualcomm ~ $QCOM 4. CoreWeave ~ $CRWV 5. Nebius ~ $NBIS 6. Hims & Hers ~ $HIMS 7. Sofi Technologies ~ $SOFI Come back to this post later this year, & you’ll thank yourself that you listened…

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@moninvestorJun 19, 2026 · 7:34 AM

@PlayBookTrades $HIMS is just getting started.

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@moninvestorJun 18, 2026 · 8:36 PM

What a great day. 🔥 - $ENHA & $HIMS +11% - $OUST smashed it +14%. - $ASTS / $IREN time will come. - $SMR my fav nuclear stock +13%. - $PENG +12%, $NUAI +9% & $KEEL +5%. Strong end to the day. US investors have a great 3-day weekend.

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@moninvestorJun 18, 2026 · 7:54 PM

My favourite stocks for long-term: $HIMS - Healthcare / Longevity $IREN - AI Data Centers $ASTS - Space / Satellite Connectivity $ONDS - Drones / Defense Tech $OUST - Lidar / Autonomous Sensing $IBRX - Biotech / Immunotherapy Working on write-up on each. First one on HIMS. https://t.co/VFvzVC8Nw7

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@moninvestorJun 18, 2026 · 5:43 PM

Relaunching my Substack this weekend. Whenever I research a stock, I map the whole thing out first before writing anything down. All in one big diagram: Stock Research Blueprint. First one's on $HIMS. Then $OUST, $IBRX, $IREN, $ONDS, and $ASTS. The diagrams are free. The write-ups are for paid subs. Feel free to follow me on Substack. Link in BIO & below. Note: My Substack will focus on Long-term portfolio and write-ups/articles.

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@investmentguru_Jun 18, 2026 · 11:15 AM

$HIMS

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@moninvestorJun 17, 2026 · 10:47 PM

Great day today. - It's plain sailing for $ASTS from here. - I'm expecting $100 soon. - $IREN probably hitting the ATM. 😅 - Not worried. Still holding. - $NBIS hit ATH again. Congrats to all bulls. - $NUAI now my second largest position. 👀 - Anything under $40 is a buy $HIMS. Good day.

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@investmentguru_Jun 17, 2026 · 10:44 AM

$HIMS from $15 to $31 now

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@photonbullJun 16, 2026 · 10:36 PM

@NighthawkTradez $ASTS and $HIMS are in a race to 100

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@moninvestorJun 16, 2026 · 1:29 PM

@CMDarnton0 Both $HIMS & $IREN should be $100 by now. 🧐

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@moninvestorJun 15, 2026 · 7:49 PM

Nice to see $HIMS at $30 again. As I've said before, anything under $40 is a buy. https://t.co/RV64yLNcMk

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@moninvestorJun 14, 2026 · 10:57 AM

@TrueWealthAngel I am not saying it's simple or easy. On $HIMS and $IREN, both stocks changed my life. My portfolio is up 618% over the past three years.

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@moninvestorJun 14, 2026 · 8:30 AM

This is why I'm bullish on $ENHA & $HIMS.

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@stocksavvyshayJun 13, 2026 · 3:37 PM

We’re now one month into the relaunch of the Futurum Equities YouTube channel and the support has been genuinely humbling. So far, we’ve covered: • Everything you need to know about $SPCX IPO • Why $ONDS, $KTOS & $AVAV are my 3 favorite drone stocks • Why $MELI is one of best opportunities in market • Why Jensen Huang thinks $MRVL can 5x to a $1T valuation • How $TE, $NVTS & $IREN fit into AI power bottleneck • Earnings reactions for $PLTR, $DOCN, $AMD, $ARM, $TMDX, $ASTS, $HIMS, $NBIS, $EOSE, $ONDS, $ZETA, $SNOW, $AVGO, $ORCL, $ADBE & $NVDA You asked for more short-form earnings content so we launched the Earnings Edge series but now we're acting on the next biggest request which is a dedicated Q&A. So now we're introducing Shay's Office Hours which is a weekly series where I answer the 5 most-liked questions from the comments. Drop your question below, the 5 most-liked make the first episode!

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@stocksavvyshayJun 13, 2026 · 1:44 PM

KEY LEVELS TO WATCH FOR POPULAR STOCKS • Bullish: $AMD, $MU, $NBIS, $AEHR, $CIFR, $RKLB, $IONQ, $IREN, $AAOI • Hold: $NVDA, $TSLA, $AVGO, $HOOD, $ONDS, $ASTS, $HIMS • Bearish: $PLTR, $OKLO, $OPEN, $SOFI https://t.co/3xqdKoNveV

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@photonbullJun 13, 2026 · 12:14 PM

@NighthawkTradez Big and true but you are all in $HIMS

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@moninvestorJun 9, 2026 · 6:10 PM

Notice how strong $HIMS and $SOFI are right now. It's worth considering adding either one to your portfolio.

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@dustinhuntwnJun 9, 2026 · 3:14 AM

$HIMS Given: 1. Hims prescribes 25k Wegovy products a week. 2. Novo had 2 million new oral prescriptions in 10 weeks. Assumption: 1. Oral prescriptions make up 50% of new Hims semaglutide prescriptions. (Feel free to use your own percentage) 25,000 x 10 x 50% / 2,000,000 = 6.25% Hims is currently responsible for roughly 6.25% of Novo's new oral prescriptions. This will scale as oral awareness grows.

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@moninvestorJun 8, 2026 · 7:38 AM

These 7 stocks are the EASIEST long-term hold. $IREN $HIMS $ONDS $ASTS $KRKNF $IBRX $OUST

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@moninvestorJun 6, 2026 · 5:01 PM

In the long run, I believe $HIMS can get to 100 million subscribers. You can see from this slide that Hims ambition is to help over 100 million consumers across the specialties and regions it serves. Look at the table today. They currently have six specialties, spanning: - weight loss - sexual health - dermatology - mental health - hormone health - labs Across five regions with a combined adult population of more than 600 million (US 250M+, Europe 200M+, Japan 100M+, Canada 30M+, Australia 20M+). The real opportunity is in how little of that grid is switched on. In the US, all six specialties are live. Almost everywhere else, only one or two are. - Canada and Japan are essentially just weight loss. - Europe is still missing mental health and labs. - Australia and Japan have only just come online through the Eucalyptus acquisition that closed on 2 June 2026. Every empty cell in that matrix is a specialty Hims has already built in the US and can roll straight into a new market. And the demand is barely tapped. In some of these conditions, as much as 90% of the applicable population has never sought treatment at all. So this is not a fight for share in a crowded market (I believe there will be more than one winners). It is about reaching enormous numbers of people who are not being treated today. Growth: The company grows in two directions at once, and they compound: 1. The first is geographic - Take a specialty that already works in the US and switch it on in a new country. 2. The second is by category - Add a new specialty and every region it touches gets larger overnight. Because the company runs one platform, one supply chain and one subscription relationship with each customer, each new specialty is mostly added on top of infrastructure that already exists, rather than built from scratch. That is the real engine behind the total addressable market. Every specialty Hims adds widens the top of the funnel, because it gives an existing customer another reason to stay and a new customer a reason to join. Someone who arrives for weight loss can later add dermatology, then labs, then hormone health, all inside the same monthly relationship. The same person counts once today, but over time represents several subscriptions worth of revenue. As the menu grows, the average customer touches more of it and the lifetime value of each subscriber climbs alongside the subscriber count. Now layer the categories Hims has signalled it wants to move into next, from longevity and preventive health to peptides and broader primary care. Each of those categories are large, recurring and largely cash pay, and they map onto needs almost everyone has at some point in their life. So the math to 100 million is not about one product going viral. It is six specialties becoming ten or twelve, five regions becoming filled in rather than mostly blank, and a population where the majority has never been treated finally being reached. They have roughly 2.6 million subscribers today. Set that against a grid that is mostly empty, a category list that is still growing and a 90% untreated population, and the ceiling is far higher than the current number suggests. That is the long-term map and I believe the company is just getting started.

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@stocksavvyshayJun 6, 2026 · 3:55 PM

One of the biggest requests I’ve gotten is for more short-form video content, so we launched a new FE YouTube series with 5–10 minute earnings breakdowns and company deep dives. So far, we’ve covered: • Everything you need to know about the SpaceX IPO • Why $MELI is one of the best opportunities in the market • Why Jensen Huang thinks $MRVL can 5x to a $1T valuation • How $TE, $NVTS & $IREN fits into the AI power bottleneck • Earnings reactions for $PLTR, $DOCN, $AMD, $ARM, $DDOG, $TMDX, $ASTS, $HIMS, $NBIS, $EOSE, $ONDS, $ZETA, $SNOW, $AVGO & $NVDA I plan to keep posting 5-6 videos per week so let me know which earnings or companies you want me to cover next!

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@investmentguru_Jun 6, 2026 · 1:37 PM

15 sectors defining the next decade of investing The megatrend map. 1. AI $NVDA · $PLTR · $APP The infrastructure king, the data layer, and the monetization engine. Three different ways to own AI. 2. Chips $AMD · $AVGO · $MU Compute, custom silicon, and memory. The full semiconductor stack. 3. Space $RKLB · $ASTS · $PL Launch infrastructure, satellite broadband, and geospatial intelligence. Pre-SpaceX IPO re-rating still unfolding. 4. ₿ Crypto $COIN · $MSTR · $GLXY Exchange infrastructure, BTC treasury play, and mining leverage. Three different risk profiles. 5. Energy $VST · $NEE · $FSLR AI power demand is the new oil shock. These three sit at the intersection of grid scale and renewables. 6. Drones $AVAV · $KTOS · $ONDS Autonomous defense and dual-use tech. Defense budgets are only going one direction. 7. Nuclear $OKLO · $SMR · $LEU The only baseload clean energy that hyperscalers can actually contract. Still early, still underpriced. 8. Robotics $ISRG · $SYM · $PATH Surgical precision, warehouse automation, and enterprise AI workflows. Labor replacement at scale. 9. Quantum $IONQ · $RGTI · $QBTS Highest risk on the list. Longest time horizon. Size accordingly — the upside is generational if it works. 10. Batteries $QS · $LAC · $BE Solid-state technology, lithium supply chain, and grid-scale storage. The energy transition needs all three. 11. Healthcare $HIMS · $UNH · $LLY $MRNA Diversified pharma cash flow, next-gen biologics, and mRNA platform optionality beyond COVID. 12. Photonics $AAOI · $COHR · $LITE The most underowned layer of AI infrastructure. Data centers need optical interconnects — demand is accelerating. 13. Rare Earths $MP · $USAR · $FCX Supply chain sovereignty is the new geopolitics. The West needs domestic rare earth and copper supply. Now. 14. Manufacturing $ETN · $CAT · $GE The physical backbone of AI buildout — power distribution, heavy equipment, and aerospace. Old economy, new tailwind. 15. Critical Minerals $FCX · $UAMY · $CRML Copper, lithium, and battery metals. Every AI data center, EV, and grid upgrade runs on these. The commodity cycle is structural. This isn’t a buy list. It’s a framework. Find your highest-conviction themes. Size appropriately. Think in years. Not financial advice.

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@rubicon59Jun 6, 2026 · 11:11 AM

The weighing machine is ahead so far. $APP 🏆 vs. $HIMS 😩

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@moninvestorJun 5, 2026 · 10:45 AM

@AIStockSavvy $HIMS investment will pay-off. 🧐

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@moninvestorJun 5, 2026 · 10:40 AM

$HIMS thesis explained in simple terms. This is a telehealth company that sells branded treatments directly to consumers online. It removes a lot of the friction in traditional healthcare by letting users consult, get prescribed, and receive products through a single platform. The model is built around convenience and recurring usage. On its own, that sounds easy to replicate. Amazon can move into it. Traditional pharmacy chains can move into it. Other telehealth companies are already operating in similar directions. The important part is what the company is building beyond that initial model. Hims is expanding into a broader healthcare system that includes diagnostics, treatment, and ongoing care in one place. Labs AI is part of that shift. At-home testing feeds information back into the platform, which then connects directly into treatment and follow-up care. Over time, more parts of the patient journey are being brought into a single ecosystem instead of being handled across separate providers. That shift is what changes the business. It moves from being a product delivery company to something that controls more of the healthcare experience for the user. Each added layer increases how often customers interact with the platform and how much of their care stays inside it. If that continues, the business becomes less about individual products and more about owning a larger share of consumer healthcare over time.

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@moninvestorJun 4, 2026 · 3:18 PM

The best stocks to buy on a red day are the ones you already believe in for the long term. For me, those are the companies I've spent the most time researching. Those are: $IREN, $ONDS, $KRKNF, $HIMS, $IBRX and $ASTS.

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@dustinhuntwnJun 4, 2026 · 2:22 PM

$HIMS The new Chief Medical Officer is extremely tech oriented. Watching his podcasts now.

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@itscblastJun 4, 2026 · 2:16 PM

165% Gainer on $HIMS 🎯 https://t.co/7iTvgpVd62

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@moninvestorJun 3, 2026 · 10:23 AM

My favourite stocks in each sector right now: Nuclear: $SMR Robotics: $OUST Rare Earth: $UAMY Copper: $COPX ETF Memory: $DRAM ETF Space: $SATL & $VELO Solar: $CSIQ, $TE & $ENPH Drones: $ONDS & $KRKNF (UUVs) Neoclouds: $IREN, $NUAI & $KEEL Health/Bio Tech: $HIMS, $IBRX, $PRME

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@moninvestorJun 2, 2026 · 10:39 AM

If I were forced to build something more diversified without losing the same asymmetric mindset, my long-term portfolio would probably look like this: - $IREN - $HIMS - $ASTS - $ONDS - $RKLB - $KRKNF - $OUST - $IBRX - $SOFI

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@wolfgangkasperJun 1, 2026 · 7:56 PM

This dude multiplied his port due to selling $HIMS at the right time Good lesson that its important to not marry your stocks

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@itscblastJun 1, 2026 · 5:30 PM

@Lariseeixy1 All I have left is $HIMS right now

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@itscblastJun 1, 2026 · 4:50 PM

TRIM HALF AT 1.21 FOR 65% ON $HIMS 🎯 https://t.co/g4dh17kXn0

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@investmentguru_Jun 1, 2026 · 4:45 PM

$HIMS $SOUN $QS $BB $ONDS

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@itscblastJun 1, 2026 · 3:52 PM

45% in 40 minutes on a 2-3 day swing. The move is just getting started. 🚀 $HIMS https://t.co/IhkYJQwF3V

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@itscblastJun 1, 2026 · 3:09 PM

ADDED 1,000 $HIMS 28 CALLS 06/05 at 0.73 https://t.co/nfCfuzCQ6B

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@photonbullMay 31, 2026 · 6:16 PM

@NighthawkTradez @kevinxu bring back the 300% $HIMS challenge!

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@kaizen_investorMay 31, 2026 · 3:10 PM

Time for my monthly portfolio update. MTD performance: +40.4%. YTD performance: +97.8% I made a couple of trades this month. Bought some $WOLF and $FLNC in the beginning of the month and sold my $TMDX shares. My cash allocation is around 11.6% at the moment. Unless I found some great new additions, I see my building up a bit of cash at the moment (just by saving my income, not by selling). A deeper dive into the performance, the allocation is without my 11.6% cash at the moment and the performance is the monthly performance. 1. $PL (+44%): Planet did not only broke above the $40, but also now notes steadily above the $50. They report earnings next Thursday (04/06) and I'm really looking forward to this one. Last quarter was great and their forecast was rather conservative. I think we are in for another great quarter. I always said we can see the stock moving to $60 before year end, and that is still my target. I will do a separate post of what I expect during earnings. 2. $RKLB (+75%): Rocket Lab surged on some great earnings this month. The stock was only up 10% YTD before the earnings, now up 89%. Stock was only up 10% because of the rising concern of the competition of SpaceX, last quarter rklb proved they should not be scared of the competition and there is room for both them and SpaceX. Space had an excellent month and I expect the space to keep accelerating. 3. $OUST (+77%): I always said Ouster is a $40 company but it would take time. Earnings exactly proved this and the stock dropped 20% towards $24. Two weeks later, Ouster is now trading at $46. LiDAR has gained more popularity in the last couple of weeks and investors gained trust that Ouster will deliver. I keep my shares as I think Ouster is a stock for the long-term, but for me, not in buy territory any more. 4. $PLTR (+13%): Palantir has long been my number 1 stock. Down almost 25% for the highs, Palantir is hoping to end a rough stock pricing period. Earnings are still exceptional though. Accelerating revenue growth Year on Year is impressive and on top of that they are making the commercial side more important. They are not entirely dependent on defensive contracts any more. Still my favorite AI software play. 5. Sk Hynix (+77%): I should have bought way more SK Hynix 3months ago (+114%). I decided to sell my $ASML shares (+13% in 3 months), to buy SK Hynix but should have poured more money into the company. Hynix and memory is still immensely undervalued imo, investors are still rerating them from cyclical product to a core AI bottleneck. 6. $AMPX (-3%): Down 34% due to not spectacular earnings, the company crawled back the last two weeks. The long-term view on Amprius is just too bullish, drones are an important part of our future and Amprius is providing the best quality batteries for them. They are also improving on the non-drone sectors like eVTOL, robotics, and space. 7. $IREN (+47%): My highest cost allocated stock in portfolio. Have been a bag holder for a long time but now +-30%. Datacenters are needed and IREN is perfectly positioned to proved Hyperscalers exactly what they need. It's still waiting on a new deal for Iren but it is just a question of when instead of if. 8. $MRVL (+29%): Posted great earnings this month. But as the stock already doubled since March, Marvell did not move too much. Marvell is in the center of everything that is related to photonics. They got a healthy balance sheet to do the right acquisitions and management proved to be very capable of pushing Marvell to a next level. 9. $ASM.AS (+28%): I got ASM International longest in portfolio of all my stocks. ASM manufactures advanced wafer processing equipment used in the fabrication of semiconductor chips. I use the stock as a safe heaven in my portfolio. It have been a great year for them though and the stock has proven to be quite cyclical. If they move to my €1.000 target, it can be that I will sell for now. 10. Filtronic (+42%): Dropped 20% from ath due to less than expected CapEx from SpaceX, the stock still performed very well. Filtronic build the E-Band GaN Amps for SpaceX and they have a research collaboration with SpaceX to move to other frequencies as well. I they succeed, I'm sure Filtronic will move up my portfolio quickly. 11. $WOLF (+111%): Working away debt, a bullish SiC report of the BoA and price targets exceeding $80, helped wolf to double this month. The stock is moving into a very volatile period as some investors are looking to lock in some profits. But institutions who keep buying the stock, are keep pushing the stock higher. Long-term outlook is very bullish for Wolfspeed. 12. $FLNC (62%): Down 30% after the earnings peak due to the owners who will sell a big stake in the company. When a company like Fluence gets too big, it needs to live it's own live. This happens all the time, ASML is a perfect example of a company that got sold by the owners. Fluence posted great earnings though. The battery manufacturer secured two contracts with Hyperscalers. They did not give too much details during earnings but next quarters should be crucial for the company. 13. $GOOGL (+3%): Nothing spectacular here. Alphabet already doubled in the last year. I think the company can become the most valuable company in the world at a certain moment. They own parts of SpaceX, Ast Spacemobil, Planet Labs, Anthropic,... Own Youtube, Waymo, have TPU's,... It looks like Alphabet is in everything they need to be at the moment. 14. $HIMS (+0.87%): With the AI hardware wave in full glory, pharma companies like HIMS stay under the radar. Pharma still got the biggest growing TAM outside of AI and HIMS is ideally positioned to profit from this wave. I only have a 3.7% allocation at the moment, but I might be looking to add to this allocation in the future. I'll stay transparent with all the moves I make on this page.

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