[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @LTVresearch LongTermValue Research LongTermValue Research posts on X about $hims, $psix, has been, volatility the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1897419857156558848/interactions)  - X Week XXXXX +25% - X Month XXXXXX +514% - X Months XXXXXX +794% ### Mentions: XX [#](/creator/twitter::1897419857156558848/posts_active)  - X Week XX +44% - X Month XX +75% - X Months XX +310% ### Followers: XXX [#](/creator/twitter::1897419857156558848/followers)  - X Week XXX +4.40% - X Month XXX +28% - X Months XXX +745% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1897419857156558848/influencer_rank)  ### Social Influence [#](/creator/twitter::1897419857156558848/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [currencies](/list/currencies) XXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [$hims](/topic/$hims) #183, [$psix](/topic/$psix) #8, [has been](/topic/has-been) 7.14%, [volatility](/topic/volatility) 7.14%, [$13bn](/topic/$13bn) 7.14%, [canada](/topic/canada) 7.14%, [novo](/topic/novo) 7.14%, [$dhr](/topic/$dhr) 7.14%, [$415b](/topic/$415b) 7.14%, [$750m](/topic/$750m) XXXX% **Top accounts mentioned or mentioned by** [@rubicon59](/creator/undefined) [@r2discovery](/creator/undefined) [@valueinvest2020](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@theicahnist](/creator/undefined) [@orlandobravotb](/creator/undefined) [@thelapurchaser](/creator/undefined) **Top assets mentioned** [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Danaher Corporation (DHR)](/topic/$dhr) [Altria Group Inc (MO)](/topic/$mo) [Sei (SEI)](/topic/$sei) [Cummins Inc. (CMI)](/topic/$cmi) [CatCoin (CAT)](/topic/$cat) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [Hundred Million (100M)](/topic/$100m) ### Top Social Posts [#](/creator/twitter::1897419857156558848/posts) --- Top posts by engagements in the last XX hours "I know $HIMS is a retail favorite and the recent credit card data has been weak(ish) but there's real upside from these prices on the back of the Menopause launch. You could make a pretty decent XXXX% IRR through 2030 if you can stomach the volatility and be disciplined on R/R" [X Link](https://x.com/LTVresearch/status/1978902679888814485) [@LTVresearch](/creator/x/LTVresearch) 2025-10-16T19:15Z XXX followers, XXX engagements "If ests are correct and inorganic rev is thoughtful (I model rev multiples in line w/ the recent Zava-Europe deal) can pencil to $1.3bn of EBITDA (20% margin guide) by '30. @ XX% FCF conv looking at $XXXX of FCF / sh. Growth HC should trade at 30x FCF good for XX% upside" [X Link](https://x.com/LTVresearch/status/1978902260185751832) [@LTVresearch](/creator/x/LTVresearch) 2025-10-16T19:13Z XXX followers, XXX engagements "1/n Numbers below illustrate a bear case for $HIMS: GLP-1 price caps hit in 2026 $HIMS loses share to Novo and Lilly as their drugs are priced $150-$200. Canada GLP-1s go generic. Hormone revenues (read HERS) grow modestly. New verticals roll out in 26-29 but traction is muted" [X Link](https://x.com/LTVresearch/status/1979257268601287047) [@LTVresearch](/creator/x/LTVresearch) 2025-10-17T18:44Z XXX followers, XXX engagements "$DHR setting up for a compounder bro victory lap. Add another +15% and well be drowning in DBS/Kaizen/historical value creation posts. Pfizer deal is a big win for domestic bioprocessing and I expect more deals to come. Picked up some shares. $XXX by YE feels very doable" [X Link](https://x.com/LTVresearch/status/1973434185676366321) [@LTVresearch](/creator/x/LTVresearch) 2025-10-01T17:05Z XXX followers, XXX engagements "Growth stalls in '27 before reaccelerating to XX% from '28-'30. In this setup $HIMS can still reach $4.15B revenue and $750M EBITDA (18% margin) by 2030 driving $560M FCF (75% conversion). That's $XXXX FCF / share. I think this is exactly what the market is digesting today" [X Link](https://x.com/LTVresearch/status/1979257542887784631) [@LTVresearch](/creator/x/LTVresearch) 2025-10-17T18:45Z XXX followers, XXX engagements "$CRON We are +60% since recommending the equity at a negative EV. It was a sleep well at night pitch in June and is now an asymmetric play on legalization. I would not rule out a takeout from $MO which owns XX% of the equity already and could easily pay XXX% above current prices" [X Link](https://x.com/LTVresearch/status/1972755047814684864) [@LTVresearch](/creator/x/LTVresearch) 2025-09-29T20:07Z XXX followers, XXX engagements "@ValueInvest2020 @rubicon59 $SEI $GNRC (agree much less lower AI exposure) $CMI $CAT. The more pure play AI companies trade at 30x XX and 24x XX. I dont feel its completely fair to comp to them given that $PSIX is definitely benefitting from a point in time in the supply/demand imbalance" [X Link](https://x.com/LTVresearch/status/1973105621172933044) [@LTVresearch](/creator/x/LTVresearch) 2025-09-30T19:20Z XXX followers, XXX engagements "1/n $HIMS women's health launch is actually compelling. Company launches into 1-2 new verticals / yr w/ a credible history of product led growth & an emphasis on personalized healthcare. Pen to paper on verticals (ests) below.guide of $6.5bn topline by 2030 including inorganic" [X Link](https://x.com/LTVresearch/status/1978900380592284137) [@LTVresearch](/creator/x/LTVresearch) 2025-10-16T19:06Z XXX followers, 3781 engagements "$PSIX looking attractive again $XXX. Base case est. of $XXXX / $XXXX of EPS in '26 / '27 peers trade at 21.5x '26x & 16x '27 PE. Company should be debt free by YE and start to pile up cash on the B/S thru '26. Easy XX% upside as equity reprices to '27. Charts from BCA" [X Link](https://x.com/LTVresearch/status/1973080570197377421) [@LTVresearch](/creator/x/LTVresearch) 2025-09-30T17:40Z XXX followers, 5122 engagements "@TheLAPurchaser $XXX is classic art of the deal nonsense imho. Not to mention would send a terrible signal on drug pricing for every biotech needing to spend multiple $100m to get FDA approved. Couldnt a $HIMS cut prices at expense of GMs Even at $XXX for GLP-1s compounded drugs are value" [X Link](https://x.com/LTVresearch/status/1980824862575956326) [@LTVresearch](/creator/x/LTVresearch) 2025-10-22T02:33Z XXX followers, XXX engagements
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@LTVresearch LongTermValue Research
LongTermValue Research posts on X about $hims, $psix, has been, volatility the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +25%
- X Month XXXXXX +514%
- X Months XXXXXX +794%
Mentions: XX #
- X Week XX +44%
- X Month XX +75%
- X Months XX +310%
Followers: XXX #
- X Week XXX +4.40%
- X Month XXX +28%
- X Months XXX +745%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXXX% currencies XXXX% countries XXXX% cryptocurrencies XXXX%
Social topic influence $hims #183, $psix #8, has been 7.14%, volatility 7.14%, $13bn 7.14%, canada 7.14%, novo 7.14%, $dhr 7.14%, $415b 7.14%, $750m XXXX%
Top accounts mentioned or mentioned by @rubicon59 @r2discovery @valueinvest2020 @joinyellowbrick @theicahnist @orlandobravotb @thelapurchaser
Top assets mentioned Hims & Hers Health, Inc. (HIMS) Danaher Corporation (DHR) Altria Group Inc (MO) Sei (SEI) Cummins Inc. (CMI) CatCoin (CAT) Generac Holdings Inc. (GNRC) Hundred Million (100M)
Top Social Posts #
Top posts by engagements in the last XX hours
"I know $HIMS is a retail favorite and the recent credit card data has been weak(ish) but there's real upside from these prices on the back of the Menopause launch. You could make a pretty decent XXXX% IRR through 2030 if you can stomach the volatility and be disciplined on R/R"
X Link @LTVresearch 2025-10-16T19:15Z XXX followers, XXX engagements
"If ests are correct and inorganic rev is thoughtful (I model rev multiples in line w/ the recent Zava-Europe deal) can pencil to $1.3bn of EBITDA (20% margin guide) by '30. @ XX% FCF conv looking at $XXXX of FCF / sh. Growth HC should trade at 30x FCF good for XX% upside"
X Link @LTVresearch 2025-10-16T19:13Z XXX followers, XXX engagements
"1/n Numbers below illustrate a bear case for $HIMS: GLP-1 price caps hit in 2026 $HIMS loses share to Novo and Lilly as their drugs are priced $150-$200. Canada GLP-1s go generic. Hormone revenues (read HERS) grow modestly. New verticals roll out in 26-29 but traction is muted"
X Link @LTVresearch 2025-10-17T18:44Z XXX followers, XXX engagements
"$DHR setting up for a compounder bro victory lap. Add another +15% and well be drowning in DBS/Kaizen/historical value creation posts. Pfizer deal is a big win for domestic bioprocessing and I expect more deals to come. Picked up some shares. $XXX by YE feels very doable"
X Link @LTVresearch 2025-10-01T17:05Z XXX followers, XXX engagements
"Growth stalls in '27 before reaccelerating to XX% from '28-'30. In this setup $HIMS can still reach $4.15B revenue and $750M EBITDA (18% margin) by 2030 driving $560M FCF (75% conversion). That's $XXXX FCF / share. I think this is exactly what the market is digesting today"
X Link @LTVresearch 2025-10-17T18:45Z XXX followers, XXX engagements
"$CRON We are +60% since recommending the equity at a negative EV. It was a sleep well at night pitch in June and is now an asymmetric play on legalization. I would not rule out a takeout from $MO which owns XX% of the equity already and could easily pay XXX% above current prices"
X Link @LTVresearch 2025-09-29T20:07Z XXX followers, XXX engagements
"@ValueInvest2020 @rubicon59 $SEI $GNRC (agree much less lower AI exposure) $CMI $CAT. The more pure play AI companies trade at 30x XX and 24x XX. I dont feel its completely fair to comp to them given that $PSIX is definitely benefitting from a point in time in the supply/demand imbalance"
X Link @LTVresearch 2025-09-30T19:20Z XXX followers, XXX engagements
"1/n $HIMS women's health launch is actually compelling. Company launches into 1-2 new verticals / yr w/ a credible history of product led growth & an emphasis on personalized healthcare. Pen to paper on verticals (ests) below.guide of $6.5bn topline by 2030 including inorganic"
X Link @LTVresearch 2025-10-16T19:06Z XXX followers, 3781 engagements
"$PSIX looking attractive again $XXX. Base case est. of $XXXX / $XXXX of EPS in '26 / '27 peers trade at 21.5x '26x & 16x '27 PE. Company should be debt free by YE and start to pile up cash on the B/S thru '26. Easy XX% upside as equity reprices to '27. Charts from BCA"
X Link @LTVresearch 2025-09-30T17:40Z XXX followers, 5122 engagements
"@TheLAPurchaser $XXX is classic art of the deal nonsense imho. Not to mention would send a terrible signal on drug pricing for every biotech needing to spend multiple $100m to get FDA approved. Couldnt a $HIMS cut prices at expense of GMs Even at $XXX for GLP-1s compounded drugs are value"
X Link @LTVresearch 2025-10-22T02:33Z XXX followers, XXX engagements