$LLY.

3 stock I think will bounce back in 2026. 1. $HIMS HIMS is perfectly positioned to capture the new pharma wave. GLP-1 is still the fastest growing TAM outside AI. While the AI TAM is still unclear how it will develop, the GLP-1 wave is quite predictable. HIMS just needs to bring the products to the customer. The more customers they can bring to the platform, the more attractive HIMS will be to peptide producers. At the moment we have 2 GLP-1 producers, $NVO and $LLY. This will increase in the near future. $ROP, $PFE, and $VKTX are all working on their own peptide variant. With recent acquisitions in Europe, HIMS is making sure they are ideally positioned to reach as many customers as possible. The stock was at $70 when the Novo deal collapsed. In the meantime, they made some great acquisitions and started some great initiatives such as HERS and Hims Labs to attract more customers to the platform. I recently bought some extra $HIMS.