# ![@paulcerro Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2886933432.png) @paulcerro Paul Cerro

Paul Cerro posts on X about $hims, $nvo, company, $ww the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2886933432/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2886933432/c:line/m:interactions.svg)

- [--] Week [-------] +133%
- [--] Month [-------] +74%
- [--] Months [---------] +44%
- [--] Year [---------] -31%

### Mentions: [--] [#](/creator/twitter::2886933432/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2886933432/c:line/m:posts_active.svg)

- [--] Month [---] -4.80%
- [--] Months [---] -3.20%
- [--] Year [-----] -15%

### Followers: [------] [#](/creator/twitter::2886933432/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2886933432/c:line/m:followers.svg)

- [--] Week [------] +3.30%
- [--] Month [------] +4.30%
- [--] Months [------] +21%
- [--] Year [------] +90%

### CreatorRank: [-------] [#](/creator/twitter::2886933432/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2886933432/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  67.38% [finance](/list/finance)  18.44% [technology brands](/list/technology-brands)  4.96% [social networks](/list/social-networks)  2.84% [cryptocurrencies](/list/cryptocurrencies)  1.42% [celebrities](/list/celebrities)  0.71% [automotive brands](/list/automotive-brands)  0.71% [travel destinations](/list/travel-destinations)  0.71% [countries](/list/countries)  0.71%

**Social topic influence**
[$hims](/topic/$hims) #66, [$nvo](/topic/$nvo) #29, [company](/topic/company) #1439, [$ww](/topic/$ww) #12, [money](/topic/money) 4.26%, [in the](/topic/in-the) 4.26%, [ipo](/topic/ipo) #1033, [data](/topic/data) #1970, [hims hers](/topic/hims-hers) #66, [$gloo](/topic/$gloo) #4

**Top accounts mentioned or mentioned by**
[@preseidentmusk](/creator/undefined) [@repsandsats](/creator/undefined) [@realchewyfanboy](/creator/undefined) [@researchpulse1](/creator/undefined) [@ashwinreads](/creator/undefined) [@michaelalbertmd](/creator/undefined) [@aggregategains](/creator/undefined) [@duedoctor](/creator/undefined) [@thephiloinvest](/creator/undefined) [@caesarcapitalz](/creator/undefined) [@benitoz](/creator/undefined) [@pablomartimar](/creator/undefined) [@thecapitalgame](/creator/undefined) [@mistertheta](/creator/undefined) [@novonordisk](/creator/undefined) [@drnadolsky](/creator/undefined) [@wearycenturion](/creator/undefined) [@stonefoxcapital](/creator/undefined) [@telehinvesting](/creator/undefined) [@fedja99999](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Novo-Nordisk (NVO)](/topic/$nvo) [WW International, Inc. Common Stock (WW)](/topic/$ww) [Gloo Holdings, Inc. (GLOO)](/topic/$gloo) [Viking Holdings Ltd (VIK)](/topic/$vik) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Noble Corporation (NE)](/topic/$ne) [American Exceptionalism Acquisition Corp. A (AEXA)](/topic/$aexa) [Maplebear Inc. (CART)](/topic/$cart) [Rent the Runway, Inc. (RENT)](/topic/$rent) [Soho House & Co Inc (SHCO)](/topic/$shco) [Common Wealth (WLTH)](/topic/$wlth) [Eli Lilly and Company (LLY)](/topic/$lly) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Warby Parker, Inc. (WRBY)](/topic/$wrby) [The Honest Company, Inc. (HNST)](/topic/$hnst) [Intel Corporation (INTC)](/topic/$intc) [Royal Caribbean Cruises Ltd (RCL)](/topic/$rcl) [Northann Corp. (NCL)](/topic/$ncl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Advanced Micro Devices (AMD)](/topic/$amd) [Spotify Technology (SPOT)](/topic/$spot) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [GLP1 (GLP1)](/topic/$glp1)
### Top Social Posts
Top posts by engagements in the last [--] hours

"My holy war against hims & hers $HIMS might finally be coming to a close in [----]. All of [----] our work shared via Cedar Grove Capital Management consistently proved and highlighted all of the shady practices exaggerations and misleading things the company was doing in an "effort to help patients." It was nothing more than excuses to give them the right to make as much money as possible with a "pre-planned" stock sale plan into hyped and potentially overinflated earnings. We took a lot of heat for it just like all the shorts we've taken in the past (Peloton Robinhood Sweetgreen Chewy etc) but"  
[X Link](https://x.com/paulcerro/status/2019897495883825603)  2026-02-06T22:14Z 13.5K followers, 19.1K engagements


"💊 Okay all past $HIMS work has now had its paywalls removed. You can go and read all the work we did that proves everything we've known all along. You will just need to give me your email when you view it. Sorry not sorry. It's an email you'll live. The cost of not thinking it was worth the money before. Anyways below I'm going to link them in chronological order with a for the ones that I believe are the juiciest. Some light weekend reading for everyone. Please like share retweet smoke signal flare gun or carrier pigeon this to all your people. Happy reading (in order from most recent to"  
[X Link](https://x.com/paulcerro/status/2019929692829102480)  2026-02-07T00:22Z 13.5K followers, 82.1K engagements


"BULLLLLLSHIT It's still on their website $HIMS 🚨 BREAKING: $HIMS STOPS OFFERING GLP-1 PILL LAUNCHED EARLIER THIS WEEK https://t.co/FbslxBzbZO 🚨 BREAKING: $HIMS STOPS OFFERING GLP-1 PILL LAUNCHED EARLIER THIS WEEK https://t.co/FbslxBzbZO"  
[X Link](https://x.com/paulcerro/status/2020219523803054327)  2026-02-07T19:34Z 13.5K followers, 23.9K engagements


"Since $NVO has decided to sue $HIMS and I'm sure people are too lazy to click on things here's the page from our March 3rd report explaining treble damages 💊 Okay all past $HIMS work has now had its paywalls removed. You can go and read all the work we did that proves everything we've known all along. You will just need to give me your email when you view it. Sorry not sorry. It's an email you'll live. The cost of not thinking 💊 Okay all past $HIMS work has now had its paywalls removed. You can go and read all the work we did that proves everything we've known all along. You will just need"  
[X Link](https://x.com/paulcerro/status/2020851389857964249)  2026-02-09T13:24Z 13.5K followers, 38.9K engagements


"Recording of my recent thoughts on $HIMS and why bulls still don't get it https://x.com/i/spaces/1PlKQOMrzeVJE https://x.com/i/spaces/1PlKQOMrzeVJE"  
[X Link](https://x.com/paulcerro/status/2021377594407453066)  2026-02-11T00:15Z 13.5K followers, [----] engagements


"@Banana_Oncology Go to Chipotle and get double meat"  
[X Link](https://x.com/paulcerro/status/2021637337093222857)  2026-02-11T17:27Z 13.5K followers, [---] engagements


"@JM_Investment0 Without GLP-1 revenue the business didn't grow"  
[X Link](https://x.com/paulcerro/status/2021680086441775525)  2026-02-11T20:17Z 13.5K followers, [----] engagements


"Me and all my other L/S paisanos upon on hearing this news Once more into the fray my friends $AEXA https://t.co/cDihFz1vCy https://t.co/cDihFz1vCy"  
[X Link](https://x.com/paulcerro/status/1972793535079538857)  2025-09-29T22:40Z 13.5K followers, [----] engagements


"Appreciate George Steer from @FinancialTimes @FT mentioning us in the recent $GLOO IPO today Hopes are too high for this company and we're not sure if they have enough runway to figure it out Will reiterate that this company has a going concern of being a company in [--] months"  
[X Link](https://x.com/paulcerro/status/1991242427009516008)  2025-11-19T20:29Z 13.5K followers, [----] engagements


"Wow I know the game that SS plays for initiating after an IPO but this is going to get people burned. $GLOO Newest out Gloo Holdings $GLOO a technology company in the faith-based industry is going public today. We think that this IPO reeks of desperation and after pricing $2 below the low end of the range the company is grossly overvalued. See why below. https://t.co/T6uVffny7R https://t.co/uqTw704R9z Newest out Gloo Holdings $GLOO a technology company in the faith-based industry is going public today. We think that this IPO reeks of desperation and after pricing $2 below the low end of the"  
[X Link](https://x.com/paulcerro/status/2000552601457488311)  2025-12-15T13:04Z 13.5K followers, [----] engagements


"This is just gibberish $GLOO"  
[X Link](https://x.com/paulcerro/status/2000576932182655274)  2025-12-15T14:41Z 13.5K followers, [----] engagements


"Exactly why you don't do that when there's an affordability crisis going on $CART"  
[X Link](https://x.com/paulcerro/status/2001437344063160439)  2025-12-17T23:40Z 13.1K followers, [----] engagements


"Just released our [----] themes report this morning In this 21-page report we go over some recaps and interesting themes that we think will play out in the new year. Just like last year we also added a general watchlist of stocks and a "short" list as well. Find it all below This morning we released our "6 Themes for 2026" and why we think they matter. As a refresher below are our [--] themes we were monitoring for [----] which included our watchlist of stocks that mostly performed rather well. Take a look below for this year's takes. https://t.co/1eRnTXdp9r This morning we released our "6 Themes"  
[X Link](https://x.com/paulcerro/status/2003143294663225397)  2025-12-22T16:39Z 13.1K followers, 198.3K engagements


"$WW going to rip on this $HIMS going to try and get a deal Me thinks not"  
[X Link](https://x.com/paulcerro/status/2003241660432679164)  2025-12-22T23:10Z 13.5K followers, 39K engagements


"Any Rent the Runway $RENT aficionados out there"  
[X Link](https://x.com/paulcerro/status/2009284585016680720)  2026-01-08T15:22Z 13.4K followers, [----] engagements


"I was covering the $SHCO "rumored" take private early last year Believed the first bid was totally fake (turned out that way) and then when TP came in to help sell it they "magically" found a buyer. There was a problem the company had no way of taking on debt Now MCR (the take private consortium) can't even come up with the money to take it private Embarrassing. Whole thing reeked https://x.com/i/status/2009252622663119324 @SleepwellCap @ToffCap Yea this is what I mean and I just updated it $SHCO Would love holes to be poked at this https://t.co/dpXZBnLIIV"  
[X Link](https://x.com/paulcerro/status/2009617243869438272)  2026-01-09T13:24Z 13.4K followers, 10.6K engagements


"Does anyone have an opinion on Wealthfront $WLTH Recent IPO bombed out but recent Q posting record numbers Looks like it might be thrown out with the bathwater Shoot me a DM of easier"  
[X Link](https://x.com/paulcerro/status/2011841663493116332)  2026-01-15T16:43Z 13.5K followers, [----] engagements


"That's why you NEED a holistic approach $WW Meds alone aren't going to cut it Roughly 50% of patients who stop GLP-1 drugs like $NVO s Wegovy and $LLY s Zepbound regain all the weight they lost within [--] years. High costs side effects and insurance drop-offs drive high discontinuation rates. Thats why some patients are now turning to surgery Roughly 50% of patients who stop GLP-1 drugs like $NVO s Wegovy and $LLY s Zepbound regain all the weight they lost within [--] years. High costs side effects and insurance drop-offs drive high discontinuation rates. Thats why some patients are now turning to"  
[X Link](https://x.com/paulcerro/status/2012223257517097358)  2026-01-16T17:59Z 13.5K followers, 15.7K engagements


"Blackmirror episode we're living in Greenland's Prime Minster has told its residents to prepare for a possible invasion https://t.co/jHxSa5WUoI Greenland's Prime Minster has told its residents to prepare for a possible invasion https://t.co/jHxSa5WUoI"  
[X Link](https://x.com/paulcerro/status/2013659391342317885)  2026-01-20T17:06Z 13.5K followers, [----] engagements


"Broke $30 again. Bummer $HIMS"  
[X Link](https://x.com/paulcerro/status/2013987066418213306)  2026-01-21T14:48Z 13.5K followers, [----] engagements


"$WW is interesting because the stock rallies off the lows to hit $35/share as it should with the release of Wegovy oral that caused so much demand on their site it crashed it Then $AMZN enters with offering the pill on Jan [--] which I described in detail below why it's not the right way to look at it ICR happens the week of the 12th and some speculate that that had someting to do with it even though the tape doesn't align with the fireside chat that happened. Additionally MS came out with a research note after market hours that week that really said not much of anything They called our y/y app"  
[X Link](https://x.com/paulcerro/status/2016192609882964325)  2026-01-27T16:52Z 13.5K followers, 23.5K engagements


"$WRBY ---- What"  
[X Link](https://x.com/paulcerro/status/2016359708198584569)  2026-01-28T03:56Z 13.5K followers, [----] engagements


"It almost looks like his SPAC recently Inflation is now 1.16% The Fed should cut [--] basis points immediately. Deflation is a much bigger risk than inflation. https://t.co/s1ibnuWFe7 Inflation is now 1.16% The Fed should cut [--] basis points immediately. Deflation is a much bigger risk than inflation. https://t.co/s1ibnuWFe7"  
[X Link](https://x.com/paulcerro/status/2016592723197776213)  2026-01-28T19:22Z 13.5K followers, [----] engagements


"For the record I'll be looking into Once Upon a Farm's $OFRM IPO The last time we covered a celebrity sponsored IPO (The Honest Company $HNST) it was a dud and ended up shorting it. Not sure why Jennifer Gardner thinks they'd be able to command a valuation like that and succeed where people like Kristen Bell or Jessica Alba failed albeit that was premium baby products and not food which is arguably harder https://twitter.com/i/web/status/2016856563038740908 https://twitter.com/i/web/status/2016856563038740908"  
[X Link](https://x.com/paulcerro/status/2016856563038740908)  2026-01-29T12:50Z 13.5K followers, [----] engagements


"Out of everyone $HIMS could have got to be a spokesman Common is the person they went with Lol Is he even relevant anymore let alone people actually know who he is"  
[X Link](https://x.com/paulcerro/status/2016875900189454595)  2026-01-29T14:07Z 13.4K followers, [----] engagements


"Now $GLOO says CEO Scott Beck and Pat Gelsinger (yes $INTC) will drop their salaries to just $1 a year That will save them $500k in annualized G&A expense to help slow the cash burn Newest out Gloo Holdings $GLOO a technology company in the faith-based industry is going public today. We think that this IPO reeks of desperation and after pricing $2 below the low end of the range the company is grossly overvalued. See why below. https://t.co/T6uVffny7R https://t.co/uqTw704R9z Newest out Gloo Holdings $GLOO a technology company in the faith-based industry is going public today. We think that"  
[X Link](https://x.com/paulcerro/status/2016885771265806398)  2026-01-29T14:46Z 13.5K followers, [----] engagements


"@MarceloLima People continuously get this industry wrong Look at $VIK - was a watchlist idea we shared in Dec'24 Crazy tailwinds for the industry but often always get looped into broader consumer spending fears + oil prices"  
[X Link](https://x.com/paulcerro/status/2016931436331257918)  2026-01-29T17:48Z 13.4K followers, [---] engagements


"Remember the read-through when cruise lines start beating Free post below $RCL $VIK $NCL $OSW"  
[X Link](https://x.com/paulcerro/status/2016940654375374949)  2026-01-29T18:24Z 13.5K followers, [----] engagements


"In another episode of calling out grifters it's important to add context to Antonio's claims of all these double-digit multiple returns on stocks. I already broke down the $HIMS one (below) but his $TLSA one needs context Now I will give him the benefit of the doubt that he has talked about it before but doesn't talk about it much these days since he went full-blown engagement bait artist and course seller The ONLY reason he got into $TSLA was because he bet wrong on SolarCity and was bailed out when they bought it via an equity swap That's it. Not because he was some guru that saw the future"  
[X Link](https://x.com/paulcerro/status/2016979762229760187)  2026-01-29T21:00Z 13.5K followers, [----] engagements


"$HIMS cult // it's about to moon because. ➡ Squeeze potential is here Short interest 30% ➡ They acquired ZAVA bro They're international ➡ It's not a GLP-1 company ➡ TRT going mainstream ➡ Labs changes the game ➡ Peptides bro ➡ NDaaS (not dying as a service) ➡ HRT launch ➡ They're buying back shares ➡ Cancer detection underrated ➡ Andrew selling millions is pre-planned Nothingburger - look at $PLTR ➡ You just don't understand it ➡ Trillion dollar company in the making ➡ Most undervalued stock right now https://twitter.com/i/web/status/2017260072699658561"  
[X Link](https://x.com/paulcerro/status/2017260072699658561)  2026-01-30T15:34Z 13.5K followers, 14.2K engagements


"@mister_theta No I don't touch $NVO nor have an interest in it. I also can't it's too big. I've written on a few already but I think $EVLV is interesting and been eyeing others on this drawdown Just go to my link and you'll see which I'm referring to"  
[X Link](https://x.com/paulcerro/status/2017346116174373023)  2026-01-30T21:16Z 13.5K followers, [---] engagements


"People really need to stop correlating last years super bowl ad to $HIMS stock price. It literally kept going up every day because the shortage wasn't pulled yet. Had absolutely nothing to do with the ad and a friendly reminder it actually got two senators involved to get the FDA to do something. Do we need a refresher on what happened once it did or do we want to keep comparing nonsensical things The same people who are trying to pump this stock because of an ad are the same ones who have been yelling for "the short squeeze is coming" for the last [--] months. How'd that work out the last and"  
[X Link](https://x.com/paulcerro/status/2018117276164075974)  2026-02-02T00:20Z 13.3K followers, [----] engagements


"Precious metals oil and stocks keep falling. Might watch Margin Call tonight in solidarity"  
[X Link](https://x.com/paulcerro/status/2018310818400493776)  2026-02-02T13:09Z 13.1K followers, [----] engagements


"Bullish $AXON I just spoke with @RealTomHoman @ICEDirector @CBPCommissioner. Effective immediately we are deploying body cameras to every officer in the field in Minneapolis. As funding is available the body camera program will be expanded nationwide. We will rapidly acquire and deploy body I just spoke with @RealTomHoman @ICEDirector @CBPCommissioner. Effective immediately we are deploying body cameras to every officer in the field in Minneapolis. As funding is available the body camera program will be expanded nationwide. We will rapidly acquire and deploy body"  
[X Link](https://x.com/paulcerro/status/2018465522149728273)  2026-02-02T23:24Z 13.3K followers, [----] engagements


"@DrMakaryFDA @US_FDA Is this satire"  
[X Link](https://x.com/paulcerro/status/2018514933290525137)  2026-02-03T02:40Z 13.1K followers, [---] engagements


"This is why I'd rather own the "miners" (telehealth platform) vs the "picks and shovels" (drugs) No matter what new technology (drug) comes out I can still count on the miner (platform) to continue mining Case in point $NVO now saying the competition is heating up sales down Doesn't affect the miner since they can use/sell anything to the end customer @mister_theta For $GLP-1 exposure Yea. $NVO was under assault on pricing and doing barely anything against compounders. I had no interest even if I could buy it. @mister_theta For $GLP-1 exposure Yea. $NVO was under assault on pricing and doing"  
[X Link](https://x.com/paulcerro/status/2018735981881417830)  2026-02-03T17:18Z 13.5K followers, [----] engagements


"Really want to thank the $HIMS cult trolls and haters over the last year. I did nothing but point out the truth about this company with facts and data behind it. Now it's officially gone below the price I first wrote my short report 2x. $HIMS has been some of the proudest work I've put my name behind. Appreciate all those who found value in it and weren't conned by the pumpers on this app who literally knew nothing. For other short sellers stand behind your work if you wholeheartedly believe you're right. It might take you for a ride before you get proven right but eventually reality does set"  
[X Link](https://x.com/paulcerro/status/2018748156637233569)  2026-02-03T18:07Z 13.3K followers, 37.7K engagements


"And this was my draft report of $HIMS after its Q2'25 earnings - "Andrew Running Out of Rabbits in His Hat" I never got around to completing it because the price just kept dropping. Again this was the last true catalyst-driven time that the stock was up in the $60s before tumbling to below $25/share You listened to the wrong people https://twitter.com/i/web/status/2018753475992015101 https://twitter.com/i/web/status/2018753475992015101"  
[X Link](https://x.com/paulcerro/status/2018753475992015101)  2026-02-03T18:28Z 13.3K followers, [----] engagements


"@mister_theta Yea but the caveat there is that the company is ramping UP clinical weight loss subs with a new hit record for an oral that they're a part of"  
[X Link](https://x.com/paulcerro/status/2018777484410474762)  2026-02-03T20:03Z 13.5K followers, [---] engagements


""when the tide goes out we see who was swimming naked" Not picking on him but we're seeing most FinTwit accounts who continue to brag about outsized returns are nothing but over levered to beta No alpha. Just massive shitco exposure. 😱😱😱😱😱😱 https://t.co/LXkB78GhpJ 😱😱😱😱😱😱 https://t.co/LXkB78GhpJ"  
[X Link](https://x.com/paulcerro/status/2019031389363118100)  2026-02-04T12:52Z 13.3K followers, [----] engagements


"He needs $DUOL to 4.5x from here just to get back to ATHs and needs $HIMS to 3x from here to get back to ATHs But yea will be super big winners for him I think it's pretty cool that you get to watch me live handling a situation that would probably give you nightmares for the rest of your life. $DUOL and $HIMS are going to be epic wins. I think it's pretty cool that you get to watch me live handling a situation that would probably give you nightmares for the rest of your life. $DUOL and $HIMS are going to be epic wins"  
[X Link](https://x.com/paulcerro/status/2019046030919315664)  2026-02-04T13:51Z 13.5K followers, [----] engagements


"$HIMS down 4.5% after spiking 7% before the open How many more times will it take before the cult learns Tweeting to mark. While $HIMS offering GRAIL is noble the entire company did $139M last year. Cancer screening doesn't fit into the current product portfolio and goes into the theme of my discussion with @Ashwinreads that comes out in 40min. Won't move the needle just like Tweeting to mark. While $HIMS offering GRAIL is noble the entire company did $139M last year. Cancer screening doesn't fit into the current product portfolio and goes into the theme of my discussion with @Ashwinreads"  
[X Link](https://x.com/paulcerro/status/2019091099625615693)  2026-02-04T16:50Z 13.4K followers, [----] engagements


"Literally talked about this @Ashwinreads $HIMS Without SNAC it doesn't work. With SNAC $HIMS is infringing on the patent Andrew sailing the Titanic towards the ice berg in hopes he cuts it in half Link below but here's a teaser $HIMS https://t.co/RHDE06aBsP Link below but here's a teaser $HIMS https://t.co/RHDE06aBsP"  
[X Link](https://x.com/paulcerro/status/2019408163188142413)  2026-02-05T13:49Z 13.4K followers, [----] engagements


"Watch this $HIMS pump fade again as burned longs rush for the exit to recoup money before $NVO potentially moves legally on them"  
[X Link](https://x.com/paulcerro/status/2019415261594697797)  2026-02-05T14:18Z 13.5K followers, [----] engagements


"If $HIMS wants to keep creating new medications then it should be treated as a pharma company and under the same rules and regulations that accompany new drug development"  
[X Link](https://x.com/paulcerro/status/2019421570322821219)  2026-02-05T14:43Z 13.2K followers, [----] engagements


"Lots of people are saying that $HIMS is now flying too close to the sun with the launch of their new copycat Wegovy pill Hmmm wonder where I've heard that before Below was when we first mentioned it after Andrew alluded that he would keep compounding even after the storage ended. A trend that has now extended to newly released drugs that have no shortage and another patent attached to them Again either the $HIMS pill has SNAC and is infringing on it or it doesn't and it's basically useless $HIMS released their Q2'24 last Monday and the market was less than pleased and sent the stock briefly"  
[X Link](https://x.com/paulcerro/status/2019423566563774882)  2026-02-05T14:51Z 13.2K followers, [----] engagements


"@TheStalwart Joe you should really do an episode on what's been going on with this stuff"  
[X Link](https://x.com/paulcerro/status/2019424299061506077)  2026-02-05T14:54Z 13.3K followers, [----] engagements


"@HatedStonks Jesus Christ could also come down from the heavens and christen Andrew but then again these are all hypotheticals and not reality"  
[X Link](https://x.com/paulcerro/status/2019426824607134050)  2026-02-05T15:04Z 13.2K followers, [---] engagements


"Okay cool so it's not going to be nearly as effective I.e. $HIMS is selling a grossly inferior product compared to $NVO Wegovy pill 🚨 BREAKING $HIMS SEMAGLUTIDE PILL DOES *NOT* USE NOVO NORDISK'S PATENTED SNAC TECHNOLOGY - Novo owns SNAC acquired Emisphere for $1.8B in [----] specifically to control this delivery tech that makes oral peptides possible - SNAC enables stomach absorption. It protects the https://t.co/Y3Alo8CyKN 🚨 BREAKING $HIMS SEMAGLUTIDE PILL DOES *NOT* USE NOVO NORDISK'S PATENTED SNAC TECHNOLOGY - Novo owns SNAC acquired Emisphere for $1.8B in [----] specifically to control"  
[X Link](https://x.com/paulcerro/status/2019427251377566121)  2026-02-05T15:05Z 13.5K followers, 13.1K engagements


"$WW dropping 10% on news of a $HIMS pill that won't even work is laughable Granted market beta is in there but also assume funds are reacting to both that and the compounded pill as increased competition"  
[X Link](https://x.com/paulcerro/status/2019444569121718562)  2026-02-05T16:14Z 13.5K followers, [----] engagements


"Nothing new but from BofA on $HIMS "We believe HIMS decision to launch an oral version of Wegovy could substantially increase litigation risks with both the FDA and Novo Nordisk (NVO which owns the patent for Wegovy""  
[X Link](https://x.com/paulcerro/status/2019456377916145947)  2026-02-05T17:01Z 13.3K followers, [----] engagements


"@realChewyFanboy @novonordisk I don't know myself on that. Would have to defer to the either the resident doctors @A_May_MD @MichaelAlbertMD @DrNadolsky @Ashwinreads @DueDoctor But I don't trust Strive"  
[X Link](https://x.com/paulcerro/status/2019458813540090123)  2026-02-05T17:11Z 13.5K followers, [---] engagements


"@DrNadolsky @realChewyFanboy @novonordisk @A_May_MD @MichaelAlbertMD @Ashwinreads @DueDoctor what studies lol"  
[X Link](https://x.com/paulcerro/status/2019460748112511202)  2026-02-05T17:18Z 13.5K followers, [---] engagements


"What is interesting this time around with $HIMS compounding has been doctor's reactions Before when they were compounding injectables it was more so about copying an on-patent drug to make more money Now I'm widely seeing most doctors contesting how they even know it works if they aren't using SNAC Yes Strive puts out a PR but at the same time this hasn't been proven in any studies or trials for this drug. It's taking an educational guess as Andrew quintuples down on personalization"  
[X Link](https://x.com/paulcerro/status/2019477638545392113)  2026-02-05T18:26Z 13.3K followers, [----] engagements


"🚨🚨 $HIMS breaks through $22/share for the first time in over a year Might need to update my flag banner Really want to thank the $HIMS cult trolls and haters over the last year. I did nothing but point out the truth about this company with facts and data behind it. Now it's officially gone below the price I first wrote my short report 2x. $HIMS has been some of the proudest https://t.co/y3Gs7zQ8NE Really want to thank the $HIMS cult trolls and haters over the last year. I did nothing but point out the truth about this company with facts and data behind it. Now it's officially gone below the"  
[X Link](https://x.com/paulcerro/status/2019531615953633745)  2026-02-05T22:00Z 13.2K followers, [----] engagements


"$HIMS IS DONE FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"  
[X Link](https://x.com/paulcerro/status/2019554821305692637)  2026-02-05T23:32Z 13.2K followers, [----] engagements


"Well maybe who knows. Marty over here been a let down before"  
[X Link](https://x.com/paulcerro/status/2019555948109656569)  2026-02-05T23:37Z 13.3K followers, [----] engagements


"$HIMS is about to break back into the teens Really want to thank the $HIMS cult trolls and haters over the last year. I did nothing but point out the truth about this company with facts and data behind it. Now it's officially gone below the price I first wrote my short report 2x. $HIMS has been some of the proudest https://t.co/y3Gs7zQ8NE Really want to thank the $HIMS cult trolls and haters over the last year. I did nothing but point out the truth about this company with facts and data behind it. Now it's officially gone below the price I first wrote my short report 2x. $HIMS has been some"  
[X Link](https://x.com/paulcerro/status/2019563176879354280)  2026-02-06T00:05Z 13.3K followers, [----] engagements


"Me listening to Trump ramble at this press conference where we're trying to figure out if $HIMS is dead or not"  
[X Link](https://x.com/paulcerro/status/2019565449521033582)  2026-02-06T00:14Z 13.3K followers, [----] engagements


"Any $HIMS person in the HH discord please throw my name in there. I want my face to be seared into all their brains when this name even pops up in their heads from now on"  
[X Link](https://x.com/paulcerro/status/2019578000808050966)  2026-02-06T01:04Z 13.4K followers, [----] engagements


"@TheLAPurchaser My $HIMS "End is Nigh" post from back in Jan of last year https://x.com/cedargrovecm/status/1883872795127628122s=20 https://x.com/cedargrovecm/status/1883872795127628122s=20"  
[X Link](https://x.com/paulcerro/status/2019580382426067311)  2026-02-06T01:14Z 13.3K followers, [----] engagements


"Statement from Partnership for Safe Medicine $HIMS This development is deeply concerning because it shows the speedy ruthlessness with which telehealth companies move to capitalize on the weight-loss drug craze. Using arbitrary personalization claims to justify new formulations these companies are mass-manufacturing unapproved drugs that bypass regulatory safeguards and amount to intellectual property piracy rather than meeting true individual medical needs.""  
[X Link](https://x.com/paulcerro/status/2019588616041742803)  2026-02-06T01:47Z 13.3K followers, [----] engagements


"If $HIMS goes back to the teens I'll make all my past $HIMS reports free Just so you can all see just how right I was with this trade and why others got value from my extensive amount of work Spread the word"  
[X Link](https://x.com/paulcerro/status/2019592503599546813)  2026-02-06T02:02Z 13.5K followers, 20.6K engagements


"The disgusting thing about the recent $HIMS drawdown is that all the pumpers of the name are making jokes in order to cope with how wrong they were/are with no remorse for influencing naive retail traders to go down with the ship alongside them This is why exposing these grifters is critical. Once garbage always garbage. https://twitter.com/i/web/status/2019758150019133583 https://twitter.com/i/web/status/2019758150019133583"  
[X Link](https://x.com/paulcerro/status/2019758150019133583)  2026-02-06T13:00Z 13.4K followers, [----] engagements


"@MikePLTR Not $HIMS 🤣"  
[X Link](https://x.com/paulcerro/status/2019759703710904571)  2026-02-06T13:06Z 13.3K followers, [---] engagements


"My statement yesterday for @Reuters regarding $HIMS near [--] point swing This stock has gotten hammered - its done nothing but go down. Since the summer daily trading volume has declined sharply so a busy day like Thursday was an opportunity for fund managers to sell. The longs found the liquidity to get out of that position." Hims & Hers' $49 weight-loss pill jolts everyone except its stock - https://www.reuters.com/business/healthcare-pharmaceuticals/hims-hers-49-weight-loss-pill-jolts-everyone-except-its-stock-2026-02-06/"  
[X Link](https://x.com/paulcerro/status/2019764520881676612)  2026-02-06T13:26Z 13.4K followers, [----] engagements


"If you really don't think this tweet was in response to $HIMS I have a bridge to sell you FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"  
[X Link](https://x.com/paulcerro/status/2019766007154323494)  2026-02-06T13:31Z 13.3K followers, [----] engagements


"My response to $HIMS longs asking me when it's a buy:"  
[X Link](https://x.com/paulcerro/status/2019774640277651494)  2026-02-06T14:06Z 13.3K followers, [----] engagements


"It's pretty apparent that no one other than those who benefit from compounding agree with what $HIMS did yesterday Consensus is largely to stop them"  
[X Link](https://x.com/paulcerro/status/2019778004646298087)  2026-02-06T14:19Z 13.3K followers, [----] engagements


"Do you remember last summer when I told @business that you can push the limits of healthcare but you most certainly don't cross a line Yeah $HIMS for sure crossed that line yesterday When youre disrupting health care you have to push the boundaries a little bitemphasis on a little bit he says. As soon as you cross a line you end up going to jail. Great in-depth article this morning on $HIMS My contribution https://t.co/7Q8gFbh573 Great in-depth article this morning on $HIMS My contribution https://t.co/7Q8gFbh573"  
[X Link](https://x.com/paulcerro/status/2019791994332053714)  2026-02-06T15:15Z 13.3K followers, [----] engagements


"This is really stretching the limits of that exemption past its breaking point said Michael Botta president and cofounder of Sesame $HIMS $Hims long flying under regulators radar finally struck a nerve with its copy of $Nvo's Wegovy pill. https://t.co/kFa4Li9N7k $Hims long flying under regulators radar finally struck a nerve with its copy of $Nvo's Wegovy pill. https://t.co/kFa4Li9N7k"  
[X Link](https://x.com/paulcerro/status/2019809706253177163)  2026-02-06T16:25Z 13.5K followers, [----] engagements


"For those of you who are current premium subscribers I would urge you to go back and re-read our last $HIMS short report [--] days after Andrew's infamous "👀" tweet. We talked about [--] points that could bring it all down and while #3 has been happening #2 is what's happening now"  
[X Link](https://x.com/paulcerro/status/2019814622824657113)  2026-02-06T16:45Z 13.3K followers, [----] engagements


"This is what I mean. $HIMS knows better. They've been doing this for years and even got the FDA warning letter in September to NOT do that again. What do they do They did it again. This isn't amateur hour this is blatantly giving the finger to the FDA until WHOOPS they actually cared enough to Tweet about it and now they're being referred to the DOJ for violations of the Food and Drug Act https://x.com/HHSGCMikeStuart/status/2019882833041608990s=20 🚨 BREAKING: $HIMS HAS REMOVED ALL META ADS CONTAINING "SAME ACTIVE INGREDIENT AS WEGOVY" FOR ITS NEW COMPOUNDED GLP-1 PILL The below ad was live"  
[X Link](https://x.com/paulcerro/status/2019890555115683903)  2026-02-06T21:46Z 13.5K followers, 32.7K engagements


"My feeling right now with the $HIMS news Is this how @RealJimChanos felt about Enron"  
[X Link](https://x.com/paulcerro/status/2019903170709766517)  2026-02-06T22:36Z 13.5K followers, [----] engagements


"@Paul_Heckman_ Dude take the L and stop trying to rationalize some comeback here It's delusional at this point - one way or another the future of this company is fundamentally altered"  
[X Link](https://x.com/paulcerro/status/2019906874146000963)  2026-02-06T22:51Z 13.3K followers, [--] engagements


"@Paul_Heckman_ Oh then we cool Read my report (free). It'll prove Trump is not in favor of this"  
[X Link](https://x.com/paulcerro/status/2019908389476659321)  2026-02-06T22:57Z 13.3K followers, [--] engagements


"@thephiloinvest @EndicottInvests oh fuck I like this picture way more"  
[X Link](https://x.com/paulcerro/status/2019930957550416129)  2026-02-07T00:27Z 13.2K followers, [--] engagements


"$HIMS $NVO perfect FDA cannot verify the quality safety or efficacy of non-FDA approved drugs. https://t.co/0UJhH4BGfH FDA cannot verify the quality safety or efficacy of non-FDA approved drugs. https://t.co/0UJhH4BGfH"  
[X Link](https://x.com/paulcerro/status/2019933641015464084)  2026-02-07T00:38Z 13.4K followers, [----] engagements


"Last one $HIMS Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions. Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions"  
[X Link](https://x.com/paulcerro/status/2019933765758513537)  2026-02-07T00:38Z 13.3K followers, [----] engagements


"@alc2022 you must feel really good after taking all your followers down with you for your consistently dumb posts and bad takes"  
[X Link](https://x.com/paulcerro/status/2019937124246556932)  2026-02-07T00:51Z 13.4K followers, [----] engagements


"Don't forget @alc2022's investor course is $300 Make sure you grab it to learn from the best"  
[X Link](https://x.com/paulcerro/status/2019937352286904697)  2026-02-07T00:52Z 13.4K followers, [----] engagements


"@gofallingknife It was done But the FDA wasn't doing anything That's why it was so frustrating to see what happened in February"  
[X Link](https://x.com/paulcerro/status/2020093833900613832)  2026-02-07T11:14Z 13.5K followers, [---] engagements


"@CaesarCapitalz This is what delusion looks like"  
[X Link](https://x.com/paulcerro/status/2020099539143688664)  2026-02-07T11:37Z 13.4K followers, [---] engagements


"A hidden sign When I mentioned the other day that Andrew knew full well on his last earnings call that he was launching the compounded pill but dared to say that he was in talks with $NVO I wonder if the issues started earlier The new $HIMS COO was out by October (5 months not 7) and product development would take anywhere from 5-6 months maybe longer for a new product I wonder if he knew something and decided to leave/was pushed out or just sucked at his job. Probably not the latter https://twitter.com/i/web/status/2020143398850621587 https://twitter.com/i/web/status/2020143398850621587"  
[X Link](https://x.com/paulcerro/status/2020143398850621587)  2026-02-07T14:31Z 13.4K followers, [----] engagements


"@CaesarCapitalz @Reignots Lol Well caesar died a painful death Looks like that might be in the cards for you in this stock Cope harder"  
[X Link](https://x.com/paulcerro/status/2020154024679383530)  2026-02-07T15:13Z 13.4K followers, [--] engagements


"@DrTomsLens @RahulSetty_ Rahul this guy is a loser and keeps getting proven wrong at every turn but wants to go with the ship for ego's sake Forget him"  
[X Link](https://x.com/paulcerro/status/2020203605677208041)  2026-02-07T18:30Z 13.4K followers, [---] engagements


"Also go to the $HIMS ad library They're still running ads with "same active ingredient" in their ads https://www.facebook.com/ads/library/active_status=active&ad_type=all&country=US&is_targeted_country=false&media_type=all&q=same%20active%20ingredient&search_type=page&sort_datamode=total_impressions&sort_datadirection=desc&view_all_page_id=355136938262536"  
[X Link](https://x.com/paulcerro/status/2020220348856140211)  2026-02-07T19:37Z 13.5K followers, [----] engagements


"@Davidrejll Your research skills are stellar https://x.com/IE_Reda/status/2020200988695802325s=20  $HIMS https://t.co/SmOQlEKbFz https://x.com/IE_Reda/status/2020200988695802325s=20  $HIMS https://t.co/SmOQlEKbFz"  
[X Link](https://x.com/paulcerro/status/2020220478959345718)  2026-02-07T19:37Z 13.4K followers, [---] engagements


"I view this more as bypassing a formal cease and desist FDA probably went to $HIMS and said either you drop the pill right now or we'll get the DOJ to issue the C&D - pick one"  
[X Link](https://x.com/paulcerro/status/2020232678101176451)  2026-02-07T20:26Z 13.4K followers, [----] engagements


"@ManuInvests You act like it was their choice"  
[X Link](https://x.com/paulcerro/status/2020234795465470386)  2026-02-07T20:34Z 13.4K followers, [---] engagements


"@ResearchPulse1 I thought that too but tbh I'm not so sure"  
[X Link](https://x.com/paulcerro/status/2020235613518328120)  2026-02-07T20:37Z 13.5K followers, [---] engagements


"@ResearchPulse1 Yea that's what I thought too but I'm not sure which way he'd actually go about that. Any changes from various points of attack need not just buy-in but time to implement"  
[X Link](https://x.com/paulcerro/status/2020236772077395986)  2026-02-07T20:42Z 13.4K followers, [---] engagements


"@komodo_capital @RealJimChanos 🙏🏼🙏🏼🙏🏼"  
[X Link](https://x.com/paulcerro/status/2020258055036735732)  2026-02-07T22:07Z 13.5K followers, [--] engagements


"@optionscjp Dude.what Who is panicking Who exactly do you think is panicking"  
[X Link](https://x.com/paulcerro/status/2020261243362374136)  2026-02-07T22:19Z 13.4K followers, [----] engagements


"@repsandsats @weary_centurion [--]. Uh yea because it was in shortage. Everyone was compounding. [--]. Yes because NVO and LLY partnered with platforms that did not compound after the shortage was over. [--]. Thank $HIMS for that"  
[X Link](https://x.com/paulcerro/status/2020334855582785555)  2026-02-08T03:12Z 13.4K followers, [---] engagements


"@repsandsats @weary_centurion Because $HIMS thought they could compound a brand new drug with no data to support it even works"  
[X Link](https://x.com/paulcerro/status/2020335079915155734)  2026-02-08T03:13Z 13.4K followers, [---] engagements


"@repsandsats @weary_centurion Dude you're hyperfocused on one company. $WW has announced they'd have the pill since November. It's not unique"  
[X Link](https://x.com/paulcerro/status/2020339246414921754)  2026-02-08T03:29Z 13.5K followers, [---] engagements


"For the delusional $HIMS bulls in the back Stopping the sale of their compounded pill is NOT a good thing. Repeat NOT a good thing. Andrew flew too close to the sun and now he's bringing the entire knock-off telehealth industry down with him"  
[X Link](https://x.com/paulcerro/status/2020522070103257530)  2026-02-08T15:36Z 13.5K followers, [----] engagements


""What right do you have to say my $HIMS opinions are useless" Me:"  
[X Link](https://x.com/paulcerro/status/2020525116430372911)  2026-02-08T15:48Z 13.5K followers, [----] engagements


"I know it's not the same but $HIMS is still running ads with "same active ingredient" in them Seems to be running for ED"  
[X Link](https://x.com/paulcerro/status/2020605933584593292)  2026-02-08T21:09Z 13.5K followers, [----] engagements


"@StockStalkk I guess anyone can just borrow $1 billion and it doesn't count against you"  
[X Link](https://x.com/paulcerro/status/2020606120562425862)  2026-02-08T21:10Z 13.5K followers, [----] engagements


"Oh here's the most recent $HIMS isn't a GLP-1 company post Not only does he know the future of what they did in revenue for FY'25 but he also knows the GLP-1 contribution 🥴 Also fun fact GLP-1 contribution is way more than that and the core business didn't grow. Thank you for your attention on this matter. After the Wegovy copy controversy $HIMS trades at a P/S below [--]. Important point: $HIMS is NOT a GLP-1 company. In [----] it did $2.3B in revenue only $580M from GLP-1s which also have lower margins than the core business. Even in a worst-case scenario where GLP-1 sales"  
[X Link](https://x.com/paulcerro/status/2020610093314679176)  2026-02-08T21:26Z 13.5K followers, 10.5K engagements


"Tommorrow. 7am EST. $HIMS: Napoleon Watches Moscow Burn http://www.cedargroveresearch.com http://www.cedargroveresearch.com"  
[X Link](https://x.com/paulcerro/status/2020661613767061613)  2026-02-09T00:50Z 13.5K followers, [----] engagements


"$NVO is suing $HIMS https://www.bloomberg.com/news/articles/2026-02-09/novo-nordisk-says-it-s-suing-hims-to-halt-obesity-drug-copycats https://www.bloomberg.com/news/articles/2026-02-09/novo-nordisk-says-it-s-suing-hims-to-halt-obesity-drug-copycats"  
[X Link](https://x.com/paulcerro/status/2020833888638222411)  2026-02-09T12:15Z 13.5K followers, [----] engagements


"#PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe knock-off Wegovy and Ozempic Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx #PRESS Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe knock-off Wegovy and Ozempic Learn more here: https://t.co/N1dI3QCAeh https://t.co/Wku8VdnORx"  
[X Link](https://x.com/paulcerro/status/2020844578040074313)  2026-02-09T12:57Z 13.5K followers, [----] engagements


"How do you guys think @alc2022 will spin this one $HIMS"  
[X Link](https://x.com/paulcerro/status/2020857118060851691)  2026-02-09T13:47Z 13.5K followers, [----] engagements


"Okay another one of my masterful $HIMS memes and that it's GoT related because I'm re-watching it Stock down 22% rn"  
[X Link](https://x.com/paulcerro/status/2020857716869103766)  2026-02-09T13:50Z 13.5K followers, [----] engagements


"@SiemprePulpo Nope. but I think it had something to do with the admin"  
[X Link](https://x.com/paulcerro/status/2020858679155663156)  2026-02-09T13:53Z 13.4K followers, [--] engagements


"That's how you know $HIMS are scumbags when they add in "Danish" in there because of Trump's obsession with Greenland Too bad they've already agreed to MFN and linked with TrumpRx You can smell the desperation in the air Novo Nordisks lawsuit is a blatant attack by a Danish company on millions of Americans who rely on compounded medications for access to personalized care. Once again Big Pharma is weaponizing the US judicial system to limit consumer choice. This lawsuit attacks more than just Novo Nordisks lawsuit is a blatant attack by a Danish company on millions of Americans who rely on"  
[X Link](https://x.com/paulcerro/status/2020878450098151827)  2026-02-09T15:12Z 13.5K followers, [----] engagements


"The former FDA chief noted that $Hims & Hers has developed a reputation for pushing regulatory boundaries. My perception is that Hims and Hers has just tried to push the line progressively and probably didnt think this would be stepping across it he said. He contrasted this with competitor Ro whose CEO he described as operating in a very responsible fashion. Scott Gottlieb former FDA commissioner says Hims & Hers ( $HIMS) could face serious regulatory consequences after the company attempted to sell an unapproved oral GLP-1 https://t.co/cxPE67miZz Scott Gottlieb former FDA commissioner says"  
[X Link](https://x.com/paulcerro/status/2020880394963284395)  2026-02-09T15:20Z 13.5K followers, [----] engagements


"@Stonefoxcapital @himshouse I've already partially proved that $HIMS pushes their own compounded meds ahead of a branded option both in May just before $NVO pulled their partnership and again in my October short report Doesn't really seem like you've done much work on this"  
[X Link](https://x.com/paulcerro/status/2020881555711721748)  2026-02-09T15:24Z 13.5K followers, [---] engagements


"This goes into what I wrote this morning in the below $HIMS update Ties into my comments about FDA action and what's been happening elsewhere Should probably read it https://x.com/i/status/2020840772715565164 🚨 BREAKING: FDA WARNED $HIMS 503B FACILITY MEDISOURCERX AFTER FINDING BUGS AND FAILING TO REPORT ADVERSE EVENT - Warning issued late [----] - In Jan [----] patient reported "severe" stomach issues from GLP-1 spent [--] nights in a hospital - Event not reported to the FDA w/in [--] https://t.co/yR8YhJlpBH https://x.com/i/status/2020840772715565164 🚨 BREAKING: FDA WARNED $HIMS 503B FACILITY"  
[X Link](https://x.com/paulcerro/status/2021014810712998185)  2026-02-10T00:14Z 13.5K followers, [----] engagements


"@benitoz Longer than it should have"  
[X Link](https://x.com/paulcerro/status/2021020091249270873)  2026-02-10T00:35Z 13.5K followers, [--] engagements


"@TeleHInvesting https://x.com/i/status/2020840772715565164 https://x.com/i/status/2020840772715565164"  
[X Link](https://x.com/paulcerro/status/2021270758882726259)  2026-02-10T17:11Z 13.5K followers, [---] engagements


"Sitting on too much cash. Need long ideas sub $5B. Preferably in the $250M - $2B range. Country/industry agnostic. What do you have What are you looking at"  
[X Link](https://x.com/anyuser/status/1860062941120462886)  2024-11-22T20:48Z 13.5K followers, 129.9K engagements


"I was looking at the $PXED IPO as it greatly reminded me of the Corinthian Colleges trade that led it to go bankrupt. $PXED was different in a way since it improved its revenue by tying it to employers and was "cheaper" compared to peers. I opted to sit it out but DAMN. Should have trusted my gut. Down 16% today alone. https://twitter.com/i/web/status/1991880023867900110 https://twitter.com/i/web/status/1991880023867900110"  
[X Link](https://x.com/paulcerro/status/1991880023867900110)  2025-11-21T14:42Z 13.5K followers, [----] engagements


"👏🏼 this 👏🏼 is 👏🏼 why 👏🏼 behavioral 👏🏼 changes 👏🏼 are 👏🏼 critical $WW "Studies show that after stopping the drugs people typically regain lost weight within about [---] years. And any improvements in blood sugar blood pressure or cholesterol are reversed.""  
[X Link](https://x.com/paulcerro/status/2016501274049491289)  2026-01-28T13:19Z 13.5K followers, 13K engagements


"@pablomartimar @Amit74582331 Nobody cares what happened 7/8 years ago. [--] years ago it was down almost 90%. Was that a good VC investment You're drawing pointless facts that don't matter right now. VC funds don't stick around long after an exit"  
[X Link](https://x.com/paulcerro/status/2016564619301490689)  2026-01-28T17:30Z 13.5K followers, [--] engagements


"@pablomartimar @Amit74582331 SpaceX isn't a public company. Look at Palantir's cap table and I'm sure you'll find out the same thing about other VC funds not sticking around for long"  
[X Link](https://x.com/paulcerro/status/2016576997586055551)  2026-01-28T18:19Z 13.5K followers, [--] engagements


"Yea I mean I've had my fair share of companies experience a significant drawdown for whatever dumb reason(s) only to bounce back with a vengenace. We've already seen $WW hit lows in Q4 only to bounce back 50% once earnings were better than feared + early approval for the Wegovy pill I imagine the same mechanics that sent it lower in Q4 are the same ones that are sending it lower now. I wrote a quick take on the only recent events that would remotely have an impact on the stock. What I'm trying to say is that I already didn't have valuation working against me (4.4x NTM EBITDA) fundamentals"  
[X Link](https://x.com/paulcerro/status/2016696931955695899)  2026-01-29T02:16Z 13.5K followers, [----] engagements


"For $ABVX holders you still need to model out commercialization numbers and not just rely on the buyout rumors Anyone done reputable math on that yet"  
[X Link](https://x.com/paulcerro/status/2018417947413287348)  2026-02-02T20:15Z 13.5K followers, [----] engagements


"@mi_prisco Have a position on $WW which is just isolated to weight loss with starting exposure on menopause"  
[X Link](https://x.com/paulcerro/status/2018755403664752732)  2026-02-03T18:36Z 13.5K followers, [---] engagements


"Tweeting to mark. While $HIMS offering GRAIL is noble the entire company did $139M last year. Cancer screening doesn't fit into the current product portfolio and goes into the theme of my discussion with @Ashwinreads that comes out in 40min. Won't move the needle just like the rest. Will probably end up as a pump fake like the ZAVA news did absent a large beta move https://twitter.com/i/web/status/2019053222845993197 https://twitter.com/i/web/status/2019053222845993197"  
[X Link](https://x.com/paulcerro/status/2019053222845993197)  2026-02-04T14:19Z 13.5K followers, 19K engagements


"Almost makes you wonder if $HIMS Andrew even really had productive talks with $NVO to make that claim on his last earnings call or if he said that to pump the stock Maybe he thought he did but $NVO never had an intention to do so and this is his decision after the fact Either way not a net benefit. Wayyyyy too much heat on them now https://twitter.com/i/web/status/2019406304888897901 https://twitter.com/i/web/status/2019406304888897901"  
[X Link](https://x.com/paulcerro/status/2019406304888897901)  2026-02-05T13:42Z 13.5K followers, 10.3K engagements


"@novonordisk So do something about it"  
[X Link](https://x.com/paulcerro/status/2019446504256118823)  2026-02-05T16:22Z 13.5K followers, [----] engagements


"$HIMS BREAKS $20/SHARE As promised I'll make all my past $HIMS work free. Will make those changes tonight to remove the paywall. Happy weekend reading http://www.cedargroveresearch.com http://www.cedargroveresearch.com"  
[X Link](https://x.com/paulcerro/status/2019899757326397460)  2026-02-06T22:23Z 13.5K followers, 41.1K engagements


"Also a friendly reminder that this post was made over a year ago on TrustPilot $HIMS 👏🏼 Funny 👏🏼 how 👏🏼 things 👏🏼 work 👏🏼 out"  
[X Link](https://x.com/paulcerro/status/2020168953843114045)  2026-02-07T16:13Z 13.5K followers, 20.8K engagements


"I know I've been talking about $HIMS non-stop over the last [--] hours but you have to understand this is my Everest and you bet your ass I'm going to be sitting on top of the world for a bit and admiring the view Will go back to my regular scheduled programming sometime next week. https://twitter.com/i/web/status/2020236124040425581 https://twitter.com/i/web/status/2020236124040425581"  
[X Link](https://x.com/paulcerro/status/2020236124040425581)  2026-02-07T20:40Z 13.5K followers, [----] engagements


"Scott Gottlieb former FDA commissioner says Hims & Hers ( $HIMS) could face serious regulatory consequences after the company attempted to sell an unapproved oral GLP-1"  
[X Link](https://x.com/paulcerro/status/2020879992926753225)  2026-02-09T15:18Z 13.5K followers, 35K engagements


"It's crazy to me that people are still in denial of $HIMS downside I literally made all my past work free( since you didn't think it was worth paying for before) so you can see just how screwed this company is and it shows with data and evidence that it was a ticking time bomb and yet they still don't bother to read it. You lose more money on this; you have no one to blame but yourself 💊 Okay all past $HIMS work has now had its paywalls removed. You can go and read all the work we did that proves everything we've known all along. You will just need to give me your email when you view it."  
[X Link](https://x.com/paulcerro/status/2021246673133949209)  2026-02-10T15:35Z 13.5K followers, [----] engagements


"You put your faith and diligence into these clowns One writes jibberish to sound smart and the other uses AI to think for him and then publishes it as his own"  
[X Link](https://x.com/paulcerro/status/2021304120351572057)  2026-02-10T19:23Z 13.5K followers, 22.9K engagements


"@AuditTheHerd Compliance. They aren't allowed to take it down"  
[X Link](https://x.com/paulcerro/status/2021348764561391873)  2026-02-10T22:21Z 13.5K followers, [----] engagements


"This has come up privately but the reason $HIMS keeps selling its compounded GLP-1s even in the face of FDA and DOJ action and a $NVO suit is most likely (my opinion) because if they stop it's another admission of guilt. The same reason why they pulled the pill. It's acknowledging they weren't supposed to do that. The catch-22 is that EACH vial/script they sell even if the trial is [--] years from now can potentially be used against them in for damage calculations. Stuck between a rock and a hard place. https://twitter.com/i/web/status/2021573252171100361"  
[X Link](https://x.com/paulcerro/status/2021573252171100361)  2026-02-11T13:13Z 13.5K followers, 35.9K engagements


"@convexititties I actually don't understand him. He writes a new idea like every 2/3 days. How is that even remotely flushed out"  
[X Link](https://x.com/paulcerro/status/2021599282696966155)  2026-02-11T14:56Z 13.5K followers, [---] engagements


"Interesting $REAL has been getting slammed in this drawdown. Retail sales (macro) came in light yesterday but the market continues to (wrongly) loop this in with general retail sales. It's not general retail and it's not true luxury. It's its own category and has plenty of benefits that isolate it from broader moves in those respective categories. Will be interesting to see if that holds true AGAIN for earnings soon https://twitter.com/i/web/status/2021608771328365036 https://twitter.com/i/web/status/2021608771328365036"  
[X Link](https://x.com/paulcerro/status/2021608771328365036)  2026-02-11T15:34Z 13.5K followers, [----] engagements


"@Stonefoxcapital So supported by the FDA that they're taking action against them lol"  
[X Link](https://x.com/paulcerro/status/2021643739333349857)  2026-02-11T17:53Z 13.5K followers, [----] engagements


"LOL "amateur" Now I know you lost it. The reason I'm up your ass about $HIMS is that like me you have a fiduciary responsibility to your clients to do what's best for them and here you are still gaslighting people and yourself for whatever reason. Downplaying possible DOJ intervention and FDA action because they haven't moved on your timetable. That article you put out on SA yesterday has multiple incorrect statements and you're telling me that I'm the amateur here Take the L and move on dude you have no points on the scoreboard with this name before you start trying to brag about a low cost"  
[X Link](https://x.com/paulcerro/status/2021649572834033850)  2026-02-11T18:16Z 13.5K followers, [----] engagements


"@ive_m5 refer to the red list for more immediate action I talked about that in my report on Monday https://x.com/cedargrovecm/status/2020840772715565164s=20 https://x.com/cedargrovecm/status/2020840772715565164s=20"  
[X Link](https://x.com/paulcerro/status/2021683788091183189)  2026-02-11T20:32Z 13.5K followers, [---] engagements


"No problem man. If you want to defend a known grifter then go for it If you also want to defend a guy who leads a company that is circumventing an FDA drug approval process sell a drug that has absolutely no data of it working and arguably abusing a loophole that would constitute illegality then go for it but you'll probably see me respond to you less and less. I don't have time to entertain these engagements cause that would require me bringing you up to speed on things. You have two thumbs which would lead me to believing you have to hands to type around and dive into things before you just"  
[X Link](https://x.com/paulcerro/status/2021728586030346334)  2026-02-11T23:30Z 13.5K followers, [--] engagements


"@Fedja99999 @Investinc_Intel who knows"  
[X Link](https://x.com/paulcerro/status/2022053277211537858)  2026-02-12T21:00Z 13.5K followers, [--] engagements


"@Fedja99999 @Investinc_Intel 🙏🏼🙏🏼🙏🏼"  
[X Link](https://x.com/paulcerro/status/2022097398844244341)  2026-02-12T23:56Z 13.5K followers, [--] engagements

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