# ![@TeleHInvesting Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1906107801904324608.png) @TeleHInvesting Nick Moss

Nick Moss posts on X about $hims, lyft, hims, $lyft the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1906107801904324608/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1906107801904324608/c:line/m:interactions.svg)

- [--] Week [-----] +72%
- [--] Month [------] +7%
- [--] Months [------] -52%

### Mentions: [--] [#](/creator/twitter::1906107801904324608/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1906107801904324608/c:line/m:posts_active.svg)

- [--] Week [--] +138%
- [--] Month [--] +45%
- [--] Months [---] -30%
- [--] Year [---] +41,500%

### Followers: [---] [#](/creator/twitter::1906107801904324608/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1906107801904324608/c:line/m:followers.svg)

- [--] Week [---] +1.80%
- [--] Month [---] +4.10%
- [--] Months [---] +23%

### CreatorRank: [---------] [#](/creator/twitter::1906107801904324608/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1906107801904324608/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [countries](/list/countries)  [social networks](/list/social-networks)  [currencies](/list/currencies)  [financial services](/list/financial-services) 

**Social topic influence**
[$hims](/topic/$hims), [lyft](/topic/lyft), [hims](/topic/hims), [$lyft](/topic/$lyft), [$lfmd](/topic/$lfmd) #3, [in the](/topic/in-the), [market](/topic/market), [$nvo](/topic/$nvo) #146, [$uber](/topic/$uber), [company](/topic/company)

**Top accounts mentioned or mentioned by**
[@amitisinvesting](/creator/undefined) [@holysmokas](/creator/undefined) [@endicottinvests](/creator/undefined) [@himshouse](/creator/undefined) [@nighthawktradez](/creator/undefined) [@dividenddudex](/creator/undefined) [@ashton1nvests](/creator/undefined) [@leaptrader](/creator/undefined) [@yodastockinvest](/creator/undefined) [@valuenotdeadyet](/creator/undefined) [@mvcinvesting](/creator/undefined) [@paulcerro](/creator/undefined) [@datadinvesting](/creator/undefined) [@funofinvesting](/creator/undefined) [@financedave1](/creator/undefined) [@stockmktnewz](/creator/undefined) [@longoption](/creator/undefined) [@mrderivatives](/creator/undefined) [@diddysheng](/creator/undefined) [@pepemoonboy](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Novo-Nordisk (NVO)](/topic/$nvo) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Eli Lilly and Company (LLY)](/topic/$lly) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Teladoc Health, Inc. (TDOC)](/topic/$tdoc) [PancakeSwap (CAKE)](/topic/$cake) [RAI Finance (SOFI)](/topic/$sofi) [Tesla, Inc. (TSLA)](/topic/$tsla) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Bank of America (BAC)](/topic/bank-of-america) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [ZetaChain (ZETA)](/topic/$zeta) [WW International, Inc. Common Stock (WW)](/topic/$ww) [DisChain (DIS)](/topic/$dis)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Stocks I am actively buying: $HIMS (Best opportunity in the market) $LFMD (HIMS [--] years ago) $CAKE (Perfect Growth/Dividend/Value all in one) $SOFI (Loan Platform requires re-rating) $HOOD (The sky is the limit - cyclical) $UBER (Cash flow monster/Tarif Immune) $ABNB (CASH FLOW)"  
[X Link](https://x.com/anyuser/status/1914789262140293553)  2025-04-22T21:11Z [---] followers, [---] engagements


"$BofA has now reiterated their sell rating on $HIMS with the same price target for the 4th time in a month. This is what desperation looks like when your short is not working out. Know the game being played. Shoutout to BofA for letting me load up under $26 🩷"  
[X Link](https://x.com/TeleHInvesting/status/1915094037914427655)  2025-04-23T17:22Z [--] followers, [---] engagements


"@himshouse So we are giving ratings based on feelings instead of actual data now Shout out to Bank of America for giving me more opportunities to load the boat"  
[X Link](https://x.com/TeleHInvesting/status/1915098956813697488)  2025-04-23T17:42Z [--] followers, [---] engagements


"$TSLA SO a 35% miss on EPS = 20% increase to stock price. If my math is correct that means when $HIMS beats EPS by 20% it should be up roughly 100%. Can someone check my math 😅"  
[X Link](https://x.com/TeleHInvesting/status/1915837794498363892)  2025-04-25T18:38Z [--] followers, [---] engagements


"@HolySmokas If you want another 10X. $HIMS will get you there and then some. Have you done a deep dive I have watched you for [--] years now and it seems like a Jeremy stock"  
[X Link](https://x.com/TeleHInvesting/status/1915865417702064572)  2025-04-25T20:28Z [--] followers, [---] engagements


"@StockMKTNewz $HIMS"  
[X Link](https://x.com/TeleHInvesting/status/1915875810860220703)  2025-04-25T21:09Z [--] followers, [---] engagements


"@amitisinvesting told me he initiated a starter position. I wish my starter positions looked like that 👀😅. Welcome aboard the $HIMS train"  
[X Link](https://x.com/TeleHInvesting/status/1917087791676289119)  2025-04-29T05:25Z [--] followers, [---] engagements


"Looks like someone is running out of ammunition. This was the setup when $HIMS hit $72 last time but I do have to note the macro was better. Do shorts really gamble going into earnings not covering"  
[X Link](https://x.com/TeleHInvesting/status/1917432375178584478)  2025-04-30T04:14Z [--] followers, [---] engagements


"@amitisinvesting And both of them are growing slower than $HIMS . What are we actually discussing here 😅"  
[X Link](https://x.com/TeleHInvesting/status/1918120284525346820)  2025-05-02T01:48Z [--] followers, [---] engagements


"@gurgavin $HIMS"  
[X Link](https://x.com/TeleHInvesting/status/1918156955400716450)  2025-05-02T04:13Z [--] followers, [---] engagements


"$HIMS is going to revolutionize the healthcare industry. You may be thinking. How is a company that sells male enhancement and hair loss going to revolutionize healthcare This post will lay out the thesis"  
[X Link](https://x.com/TeleHInvesting/status/1919244278787625065)  2025-05-05T04:14Z [---] followers, [---] engagements


"1/6 The US Healthcare system is a [---] trillion dollar machine that is broken. Below are the largest players in healthcare by market cap: Healthcare: $HCA $78.5 Bil Insurance: $UNH $364 Bil Pharma: $LLY $740 Bil Note where the money is funneling to in the current system"  
[X Link](https://x.com/TeleHInvesting/status/1919244280276963798)  2025-05-05T04:14Z [---] followers, [---] engagements


"2/6 TAM Telehealth is set to grow 2224% annually this decade. $HIMS is quietly becoming a top [--] playergaining share scaling fast. While others chase hype theyre building a healthcare platform with the potential to rival what Netflix did to TV and Uber did to transport"  
[X Link](https://x.com/TeleHInvesting/status/1919244282361446770)  2025-05-05T04:14Z [---] followers, [---] engagements


"3/6 Digital Health Players (Mkt Cap GM Profit 3Y CAGR Comp) $AMZN $2T $HIMS $9B 80% ✅ 75% vs. $HOOD $RO Private $TDOC $1.2B 70% ❌ 5.2% vs. $PYPL $LFMD $320M 89% ❌ 31.8% vs. $SOFI $AMZN likely leads. $HIMS shooting for Top 3"  
[X Link](https://x.com/TeleHInvesting/status/1919244284210917841)  2025-05-05T04:14Z [---] followers, [---] engagements


"4/6 $NOVO Partnership $NOVO's partnership goes beyond small financial wins. It validates DTC with Big Pharmas top player disrupting healthcare via telehealth & retail. Wegovys just the start for patient-driven care"  
[X Link](https://x.com/TeleHInvesting/status/1919244286572323294)  2025-05-05T04:14Z [--] followers, [---] engagements


"@StockSavvyShay @finchat_io It is expected that the margins will fall during the scale of GLP1's. These are great for top line rev but not great for GM to be honest. Management has guided for a 75% GM. Will be excited to see what this quarter brings"  
[X Link](https://x.com/TeleHInvesting/status/1919440489666781331)  2025-05-05T17:14Z [--] followers, [---] engagements


"$HIMS Shorts continue to double down into earnings. Shorts have not started to cover. Either someone knows something or this is a Hail Mary in the 4th QTR"  
[X Link](https://x.com/TeleHInvesting/status/1919462798452466142)  2025-05-05T18:42Z [--] followers, [---] engagements


"@elsher908 Precisely The core business is growing nearly 60% and the telehealth sector is growing at 22% CAGR. To put it in perspective HIMS trades at a [---] P/S and I believe $HIMS is undervalued. $LFMD has inherent risk being a micro cap but love the asymmetric risk/reward"  
[X Link](https://x.com/TeleHInvesting/status/1919476888738693411)  2025-05-05T19:38Z [--] followers, [---] engagements


"@BaileyRChilders I think both with be phenomenal investments but it is hard to find a company that executes like $HOOD. The only drawback is some cyclicality. Well played Bay-ray"  
[X Link](https://x.com/TeleHInvesting/status/1920682070528987211)  2025-05-09T03:27Z [--] followers, [---] engagements


"Seeing confusion about why $HIMS would issue shares despite strong cash. Here's the breakdown: Option A: Acquire a $500M co. with $150M cash + 6.86M shares (dilution now). Option B: Fund via 0% notes convert at $71 = 7M dilution only if stock soars. Smart not desperate"  
[X Link](https://x.com/anyuser/status/1920688733948448813)  2025-05-09T03:54Z [---] followers, [----] engagements


"@DataDInvesting I know this is your world DDI. How common is it to see a 0% interest rate"  
[X Link](https://x.com/TeleHInvesting/status/1920692827542946039)  2025-05-09T04:10Z [--] followers, [----] engagements


"@longoption @sprucepointcap @longoption I like your view on $HIMS leveraging convertible notes for growth and their customer experience edge. The $LLY deal potential is exciting and I agree on FCF/share growth despite short-term pressures. Nice take"  
[X Link](https://x.com/TeleHInvesting/status/1920705698570068241)  2025-05-09T05:01Z [--] followers, [---] engagements


"@Pibuffalo @NighthawkTradez Three ways to fund growth through acquisitions: A) Take on debt (6%+ interest) B) Issue shares (dilution today) C) Interest-free loan with potential dilution in [----] When in doubt choose C and chill 😎"  
[X Link](https://x.com/TeleHInvesting/status/1920849677903081500)  2025-05-09T14:33Z [--] followers, [--] engagements


"Just remember the prize $HIMS is chasing. This is only the U.S. projected telehealth market. $455 BILLION by [----]. And $HIMS is already pulling in $1.5B. Theyre not just participating. Theyre leading the charge. This is just the beginning. #HIMS #Telehealth #GrowthStocks #DigitalHealth"  
[X Link](https://x.com/TeleHInvesting/status/1920867646054297981)  2025-05-09T15:45Z [--] followers, [---] engagements


"Running the numbers on what this could mean for $HIMS stock If they execute the market cap today wont even come close to telling the full story. 🚨 BREAKING: $HIMS SHORT INTEREST HITS NEW RECORD HIGH - [----] MILLION SHARES - 34% OF FLOAT A reminder that Hims announced the deal with Novo Nordisk to sell Wegovy on Apr [--]. This data is as of Apr [--] SHORTS DOUBLED DOWN 🤯 https://t.co/BvbWvqNj6y 🚨 BREAKING: $HIMS SHORT INTEREST HITS NEW RECORD HIGH - [----] MILLION SHARES - 34% OF FLOAT A reminder that Hims announced the deal with Novo Nordisk to sell Wegovy on Apr [--]. This data is as of Apr 30"  
[X Link](https://x.com/anyuser/status/1920899541512974796)  2025-05-09T17:51Z [---] followers, [----] engagements


"@Mr_Derivatives Follow what they do not what they say $HIMS"  
[X Link](https://x.com/TeleHInvesting/status/1920980892530458721)  2025-05-09T23:15Z [--] followers, [---] engagements


"@Titans5555 Pharma just got their model that screwed the consumer disrupted (pending this holds). If you look at any industry the most profitable model is DTC. $HIMS is a marketing company that has the consumer. These pharma companies will now go DTC through $HIMS. Incredibly bullish IMO"  
[X Link](https://x.com/TeleHInvesting/status/1921764824943415596)  2025-05-12T03:10Z [--] followers, [---] engagements


"$LFMD is a $20 stock trading at a severe discount. If you feel you missed the boat on $HIMS this is your opportunity. There will be multiple winners in this telehealth boom and $LFMD is very well positioned. $LFMD benefits from the Medicare price drop and increase the subscription from Medicare Focusing on Primary Carewhy no one appreciates LifeMD https://t.co/EzRhYWYipD $LFMD benefits from the Medicare price drop and increase the subscription from Medicare Focusing on Primary Carewhy no one appreciates LifeMD https://t.co/EzRhYWYipD"  
[X Link](https://x.com/anyuser/status/1921965605705355525)  2025-05-12T16:28Z [---] followers, [---] engagements


"Big shifts are happening in D.C. and $HIMS is lined up to take full advantage. When the right company meets the right moment you dont just get growth you get a breakout"  
[X Link](https://x.com/TeleHInvesting/status/1922138322106777735)  2025-05-13T03:54Z [--] followers, [---] engagements


"@farzyness $HIMS"  
[X Link](https://x.com/TeleHInvesting/status/1922142269840208382)  2025-05-13T04:10Z [--] followers, [---] engagements


"@amitisinvesting @BrettKrieger12 And then imagine selling those shares for a 40% gain . $HIMS #NeverForget"  
[X Link](https://x.com/TeleHInvesting/status/1922147865968668928)  2025-05-13T04:32Z [--] followers, [---] engagements


"@riyadosofian $LFMD They said last earnings that return on marketing spends has been as low as [--] month. $HIMS is still my favorite but $LFMD is less than [---] sales and 89% GM. Great risk/reward IMO and have fair value around $15-$17"  
[X Link](https://x.com/TeleHInvesting/status/1922403591119044822)  2025-05-13T21:28Z [--] followers, [---] engagements


"@A_May_MD @himstodamoon @NighthawkTradez Oh. and this time they cannot lose GLP1's a second time. That card has already been played. The last one was early cycle as well"  
[X Link](https://x.com/TeleHInvesting/status/1922411716756803934)  2025-05-13T22:00Z [--] followers, [---] engagements


"@pminvest288 Appreciate you doing the heavy lifting on this one. I like to show up to the party early to get a good seat. When people learn about $LFMD I will be loving my $5.00 cost basis"  
[X Link](https://x.com/TeleHInvesting/status/1922695322616181216)  2025-05-14T16:47Z [--] followers, [---] engagements


"@pminvest288 I will continue to average up. I do not think people realize how undervalued it is. Not as strong of a balance sheet or management team as $HIMS but they are early days. Q1 was a milestone and they are adding cash like crazy to the balance sheet. Great cost basis"  
[X Link](https://x.com/TeleHInvesting/status/1922697552308122011)  2025-05-14T16:56Z [--] followers, [---] engagements


"@Ashton_1nvests $HIMS and the complete sleeper. $CAKE when people finally learn about flowerchild that stock will explode. FRC was one of the best acquisitions I've seen a company do and just flew under the radar"  
[X Link](https://x.com/anyuser/status/1922870107576967455)  2025-05-15T04:22Z [---] followers, [----] engagements


"I watch tevis and yourself all the time I know you are long I just re-read that and the your was directed towards the shorts. I am a sucker for a great balance sheet founder led and growth. I almost wish shorting and a squeeze wasn't going on and we could just grind higher 🤷"  
[X Link](https://x.com/TeleHInvesting/status/1922879741922771186)  2025-05-15T05:00Z [--] followers, [---] engagements


"@growthrapidly $HIMS. It is that easy"  
[X Link](https://x.com/TeleHInvesting/status/1923034677176049973)  2025-05-15T15:16Z [--] followers, [---] engagements


"@fooddoood @amitisinvesting Can never go broke taking profits Beautiful play Foodie. Question though. Did you sell because you believe HIMS is overvalued or did you have a better opportunity for the cash"  
[X Link](https://x.com/TeleHInvesting/status/1923083959883178165)  2025-05-15T18:31Z [--] followers, [--] engagements


"@QW_Analytics @JnG2022 The premiums are just too juicy on $HIMS. I did not think you could find premiums like this on companies that have legit business models 😅 Solid plan Quantum"  
[X Link](https://x.com/TeleHInvesting/status/1923150804321554607)  2025-05-15T22:57Z [--] followers, [---] engagements


"@amitisinvesting 100% is $HIMS. He invests what he knows and I saw him with hard mints at the last investor conference"  
[X Link](https://x.com/anyuser/status/1923224102736650246)  2025-05-16T03:48Z [---] followers, [----] engagements


"@Ashton_1nvests I have recently been loading up on $LYFT. Typically not into #2 player but they are trading at [---] times FCF accelerated their buyback and the CEO is buying. Solid balance sheet and double digit growth"  
[X Link](https://x.com/TeleHInvesting/status/1923472428459606247)  2025-05-16T20:15Z [--] followers, [--] engagements


"P/E shows earnings. P/FCF shows cash. When they diverge ask: Which one reflects real value to shareholders Earnings can be managed. Free cash flow is what can be returned to you. $LYFT P/E: [---] P/FCF: 7.7"  
[X Link](https://x.com/TeleHInvesting/status/1923794998430138382)  2025-05-17T17:37Z [--] followers, [--] engagements


"Three entities make the most money in our broken healthcare system: insurers PBMs and pharma. The biggest profit engine of them all just validated $HIMS. In an environment where drug pricing pressure is increasing the most profitable and sustainable model is DTC. The platform that owns the consumer wins always. Remember when people said $UBER or $NFLX had no moat The consumer was the moat. It is still very early but currently $HIMS is the leading platform in the healthcare DTC model"  
[X Link](https://x.com/TeleHInvesting/status/1924156661616501156)  2025-05-18T17:34Z [--] followers, [---] engagements


"$LFMD institutional ownership is sitting at an all time high These prices are the equivalent of purchasing $HIMS around the $4 mark. This is just the beginning"  
[X Link](https://x.com/anyuser/status/1924513024473497724)  2025-05-19T17:10Z [---] followers, [----] engagements


"@NighthawkTradez It was not as fun opening the Robinhood App that's for sure 🤣"  
[X Link](https://x.com/TeleHInvesting/status/1924593782680625625)  2025-05-19T22:31Z [--] followers, [--] engagements


"@DeniauThierry @BTDenominator @BTDenominator finds all these gems so early. I have yet to see another person consistently talking about $LFMD. I think it is the perfect hedge to $HIMS as they have chosen to utilize the traditional insurance model. $LFMD 🚀"  
[X Link](https://x.com/TeleHInvesting/status/1924596141943042349)  2025-05-19T22:40Z [--] followers, [---] engagements


"@EndicottInvests The loss of compounded GLP1's was what caused the quick drop last time. The great news is they cannot lose it a second time. Awesome strength out of $HIMS"  
[X Link](https://x.com/TeleHInvesting/status/1924869457815732494)  2025-05-20T16:46Z [--] followers, [---] engagements


"$HIMS sliding in the after hours. [--]. This is healthy to pull back and fill that gap at $52 [--]. In a holding pattern until catalyst [--]. Someone is looking for more $HIMS exposure in AH"  
[X Link](https://x.com/TeleHInvesting/status/1925300792334160015)  2025-05-21T21:20Z [--] followers, [---] engagements


"$HIMS just filled the gap left in after hours. When in doubt I like to see what is going on in dark pool. Will add in the morning if prices stay here"  
[X Link](https://x.com/anyuser/status/1925320084748443952)  2025-05-21T22:37Z [---] followers, [----] engagements


"Actually the 5th time. Blows my mind that any GLP1 headline still moves $HIMS. I will gladly take this buying opportunity 🚨 BREAKING: BANK OF AMERICA REITERATES $HIMS $28 PRICE TARGET UNDERPERFORM RATING 🚨 BREAKING: BANK OF AMERICA REITERATES $HIMS $28 PRICE TARGET UNDERPERFORM RATING"  
[X Link](https://x.com/anyuser/status/1925539594726252547)  2025-05-22T13:09Z [---] followers, [----] engagements


"They tried everything this morning with $HIMS - Cigna News - $NOVO $199 GLP1 - BofA reiterate sell (5th time same PT) - Citi reiterate sell (4th time) - Shorts doubled down again This was the shorts last effort and right now it is appearing like a massive failure"  
[X Link](https://x.com/TeleHInvesting/status/1925565061785116805)  2025-05-22T14:51Z [--] followers, [---] engagements


"@TJTheWheelDeal You out of $SOFI TJ"  
[X Link](https://x.com/TeleHInvesting/status/1927849474925154674)  2025-05-28T22:08Z [---] followers, [---] engagements


"@DataDInvesting This 1000% percent. Bullish $SOFI"  
[X Link](https://x.com/TeleHInvesting/status/1927872680457335108)  2025-05-28T23:40Z [---] followers, [---] engagements


"@TJTheWheelDeal So you still have a little $SOFI 🤣"  
[X Link](https://x.com/TeleHInvesting/status/1927875485519818916)  2025-05-28T23:51Z [---] followers, [--] engagements


"@NighthawkTradez This sounds like a Redbox idea. Worked for awhile but everyone wants to be Netflix"  
[X Link](https://x.com/TeleHInvesting/status/1928197026203783531)  2025-05-29T21:09Z [---] followers, [---] engagements


"Some of you might be wondering why $HIMS is moving today. Lets break it down: Volume has been low this week Today is month-end and were seeing a volume spike and upward pressure Most likely fund rebalancing in play Still plenty of interest in $HIMS 👀"  
[X Link](https://x.com/anyuser/status/1928507589492400280)  2025-05-30T17:43Z [---] followers, [----] engagements


"@tradepal_app $HIMS currently sitting at 85% of the port 💪"  
[X Link](https://x.com/TeleHInvesting/status/1928891270870577323)  2025-05-31T19:08Z [---] followers, [--] engagements


"@DvdndDiplomats $CAKE"  
[X Link](https://x.com/TeleHInvesting/status/1929192802392629671)  2025-06-01T15:06Z [---] followers, [--] engagements


"The $LYFT thesis: Trades at 7x FCF Double-digit revenue growth CEO bought 3x in [--] months (up to $18.15/share) $750M buyback (12% of shares) $200M in next [--] months SBC R&D SG&A down as Rev & FCF rise Institutional ownership ATH (85% and climbing) Meanwhile stock is down 3% YoY. Retail fears TSLA will own ride-hailing. Institutions Happily buying those shares. CEO buying ✅ Company buying ✅ Smart money loading ✅"  
[X Link](https://x.com/TeleHInvesting/status/1929283757036675541)  2025-06-01T21:07Z [---] followers, [---] engagements


"@BoujeeFinances $TDOC is currently valued at .47x sales. $TDOC is currently valued at 1x cash on hand. I just love healthcare this year. $HIMS $LFMD $TDOC & $OSCR make up too much of my portfolio 😅"  
[X Link](https://x.com/anyuser/status/1929316783598559609)  2025-06-01T23:19Z [---] followers, [----] engagements


"@FromValue $HIMS"  
[X Link](https://x.com/anyuser/status/1929734761251328136)  2025-06-03T02:59Z [---] followers, [----] engagements


"@InvestingwithG $CAKE"  
[X Link](https://x.com/TeleHInvesting/status/1929958386009080125)  2025-06-03T17:48Z [---] followers, [---] engagements


""Healthcare is free in Europe so $HIMS wont work." Surejust like cooking at home is cheaper Yet millions still order delivery. Why Convenience and personalization win: No waitlists Discreet tailored care Fast seamless access $HIMS isnt replacing free care. Its upgrading the experience"  
[X Link](https://x.com/TeleHInvesting/status/1930014487786205630)  2025-06-03T21:31Z [---] followers, [---] engagements


"@DueDoctor Genuinely curious when you short $HIMS is the view that it corrects meaningfully lower from here or are you betting this goes to zero Im obviously biased but I can think of a long list of names Id short before this one. Just trying to understand the logic"  
[X Link](https://x.com/TeleHInvesting/status/1930038586356969681)  2025-06-03T23:07Z [---] followers, [---] engagements


"@dividendology $LYFT thank me later. $CAKE if you are looking for a dividend"  
[X Link](https://x.com/TeleHInvesting/status/1930060137684971783)  2025-06-04T00:32Z [---] followers, [----] engagements


"Well played with the short 👏 I agree with [--] & [--] as the comps will be hard as a GLP1 patient was 3X the revenue of a normal patient. I do think this is much more than a GLP1 story though. [--] we can agree to disagree. Management is not dumping shares but rather pre-planned sales typically for tax purposes. The senior notes was cheap capital in my opinion. I appreciate you taking the time Triple D"  
[X Link](https://x.com/TeleHInvesting/status/1930095549216407947)  2025-06-04T02:53Z [---] followers, [--] engagements


"@joncarder @hikingskiing Just like Amazon won with music streaming as well Do not get me wrong Amazon will most likely be the biggest player in this sector but even if HIMS is top [--]. you are looking at insane returns. Currently they are number 1"  
[X Link](https://x.com/TeleHInvesting/status/1930112786413302213)  2025-06-04T04:02Z [---] followers, [--] engagements


"$HIMS has now held above $50 for [--] trading days. We often obsess over intraday swings but the bigger picture matters more: 63M shares short [--] days holding firm above $50 Bullish expansion into Europe +115% YTD Shorts keep doubling down as their thesis crumbles This isnt a question of if its when. Longs have the cards. Dont fold. Eyes on the prize"  
[X Link](https://x.com/anyuser/status/1930298857747034526)  2025-06-04T16:21Z [---] followers, [---] engagements


"@amitisinvesting One of these days we will replace $F and $DIS with $HIMS and $HOOD"  
[X Link](https://x.com/anyuser/status/1930328852699722056)  2025-06-04T18:20Z [---] followers, [----] engagements


"@amitisinvesting Teaching the community the art of buying into strength is not something I see enough of. You have high conviction in your stocks and it shows"  
[X Link](https://x.com/anyuser/status/1930332449478979739)  2025-06-04T18:34Z [---] followers, [----] engagements


"I used to think technicals were just noisesomething to take with a grain of salt. But over time Ive realized theyre a valuable guide just not a guarantee. Take $HIMS. Ive followed this name for a long time. The chart showed a clear breakout and now we appear to be in an ABC correction. I assumed strong news would invalidate thatbut the way big money is positioning says otherwise. This looks like the C wave in motion. If so $48 could be the landing zone before we push toward new all-time highs. 📉➡📈 Still pretty new to technical analysisso if I got something wrong feel free to correct me."  
[X Link](https://x.com/TeleHInvesting/status/1930362058815803642)  2025-06-04T20:32Z [---] followers, [---] engagements


"I listened to the whole session today. Paul brought up some good points but his whole demeaner seemed agitated/worried. Half of the time the things he was saying was bullish $HIMS. These shorts made a nice bag when $HIMS lost GLP1's but the thesis is way stronger now. I cannot tell you how happy I am that I am not a short in this stock. $HIMS 🚀"  
[X Link](https://x.com/TeleHInvesting/status/1930367559725133904)  2025-06-04T20:54Z [---] followers, [---] engagements


"Completely fair. It is not a super exciting company but they are growing double digits and trading at [--] times free cash flow. (Hard to find another company with this valuation/Growth) Uber has Waymo cars on their network. Do you think $TSLA would tell $LYFT no if they put in a purchase order for 200K vehicles to operate on their network What $LYFT has is [--] mil active users and a scaled out platform. $TSLA's app will offer exclusively Teslas and is yet to roll out. History has shown us that the consumer prefers a marketplace where they can side by side view the cheapest option. I agree with"  
[X Link](https://x.com/TeleHInvesting/status/1930395244367098055)  2025-06-04T22:44Z [---] followers, [--] engagements


"@TacticzH You think $OSCR is not a good deal at these prices"  
[X Link](https://x.com/TeleHInvesting/status/1930406100278620364)  2025-06-04T23:27Z [---] followers, [---] engagements


"@JSpitTrades Missed $LYFT"  
[X Link](https://x.com/TeleHInvesting/status/1930846037293572287)  2025-06-06T04:35Z [---] followers, [---] engagements


"$HIMS Dark Pools 6/6/2025 - 89% Bullish Apparently I am not the only one feeling bullish"  
[X Link](https://x.com/anyuser/status/1931028496677261404)  2025-06-06T16:40Z [---] followers, [----] engagements


"$LYFT CEO has bought nearly $2M of his own stock in the past year. Insiders sell for all kinds of reasons taxes liquidity estate planning But they only buy for one: 👉 They think the stock is going up. Why buy now Maybe its trading at 7x FCF. Maybe its the return of double-digit growth. Maybe he knows whats coming"  
[X Link](https://x.com/TeleHInvesting/status/1931053391641563246)  2025-06-06T18:19Z [---] followers, [--] engagements


"@amitisinvesting With all this good news it is almost as if the breakup did not happen yesterday. Now $HOOD just needs to get in and we can have a nice relaxing weekend sipping Shirley Temples 🍸"  
[X Link](https://x.com/anyuser/status/1931059361511842204)  2025-06-06T18:43Z [---] followers, [----] engagements


"$LYFT DCF (A diamond in the rough)"  
[X Link](https://x.com/TeleHInvesting/status/1931064627204661504)  2025-06-06T19:04Z [---] followers, [---] engagements


"There could be some validity behind this but I also think this will have a TSLA [----] moment. TSLA was a director and there was deep pockets behind shorting them. You can only keep something down for so long. It's been holding 50's while it's still being shorted more. $HIMS wins"  
[X Link](https://x.com/TeleHInvesting/status/1931193849801798005)  2025-06-07T03:37Z [---] followers, [---] engagements


"Sheng nailed this. It's a very unique situation to have a company with A+ management A+ balance sheet A+ profitability and a near unlimited TAM also be the most shorted stock in S&P400. Buy $HIMS Now and Retire 🏖 1/ Picture this: bold companies laughed by the old guard shorted to oblivion by skeptics only to rewrite history and dominate their industries. These underdog tales led to fortunes. Lets dive inand see why $HIMS could be your golden ticket to https://t.co/xVLlzgVPG8 Buy $HIMS Now and Retire 🏖 1/ Picture this: bold companies laughed by the old guard shorted to oblivion by skeptics"  
[X Link](https://x.com/TeleHInvesting/status/1931526797663105450)  2025-06-08T01:40Z [---] followers, [---] engagements


"@elonmusk Thanks to $HIMS"  
[X Link](https://x.com/TeleHInvesting/status/1931929697962885164)  2025-06-09T04:21Z [---] followers, [---] engagements


"@himshouse $LLY is nearly an [---] bil company. They seem to be very worried about what a [--] bil company is doing. That in itself should tell you everything"  
[X Link](https://x.com/anyuser/status/1932509057602162975)  2025-06-10T18:43Z [---] followers, [----] engagements


"Dark Pool $HIMS 6/10/2025 - Nearly [--] mil in premium on a $32 strike sell call🤔 - Increased bearish positioning after $LLY news - CPI tomorrow $HIMS is currently under my fair value and would welcome dips to add more"  
[X Link](https://x.com/TeleHInvesting/status/1932511405934252330)  2025-06-10T18:53Z [---] followers, [---] engagements


"@Pivotal_Capital @himshouse This is inaccurate. $HIMS has not infringed on any $LLY patents"  
[X Link](https://x.com/TeleHInvesting/status/1932590550592729107)  2025-06-11T00:07Z [---] followers, [---] engagements


"@DividendTalks $LYFT as well"  
[X Link](https://x.com/TeleHInvesting/status/1932779341940924894)  2025-06-11T12:37Z [---] followers, [---] engagements


"$HIMS Dark Pool 6/11/2025 - Largest trade $64 strike sell put EXP 6/27 👀 - Healthy consolidation continues in the 50's - Multiple negative articles in past two days yet shorts are not doubling down 🧐 - Cost to borrow slowly rising"  
[X Link](https://x.com/TeleHInvesting/status/1932831414917214678)  2025-06-11T16:04Z [---] followers, [---] engagements


"@mvcinvesting Probably not your cup of tea but $LYFT has asymmetric upside for sure. Dirt cheap"  
[X Link](https://x.com/anyuser/status/1932886934449541353)  2025-06-11T19:45Z [---] followers, [----] engagements


"It is not my typical company. My port is like 75% $HIMS. To put it in perspective. if $LYFT were to trade as the same multiple as $UBER it would 4X in price (Not saying that it should). My thesis is this whole "robotaxi" is way overblown. I think we are still years out before it takes significant market share"  
[X Link](https://x.com/TeleHInvesting/status/1932906578757423509)  2025-06-11T21:03Z [---] followers, [---] engagements


"Wild how many doctors are shorting $HIMS. Youd almost think affordable telehealth threatens their cozy Big Pharma kickback ecosystem. #Followthemoney"  
[X Link](https://x.com/anyuser/status/1933185703845699755)  2025-06-12T15:32Z [---] followers, [---] engagements


"This only strengthens the $HIMS bull case. While $LLY and $NVO must advertise individual drugs $HIMS gets to promote the entire platforma marketplace of treatments. This legislation doesnt hurt themit reinforces their moat. 🚨 BREAKING: SENATORS BERNIE SANDERS AND ANGUS KING TO PROPOSE BAN ON DIRECT-TO-CONSUMER DRUG ADS - would include TV radio print digital and social media - would apply to all prescription drug advertisements $HIMS $LLY $NVO 🚨 BREAKING: SENATORS BERNIE SANDERS AND ANGUS KING TO PROPOSE BAN ON DIRECT-TO-CONSUMER DRUG ADS - would include TV radio print digital and social"  
[X Link](https://x.com/anyuser/status/1933205676710383714)  2025-06-12T16:52Z [---] followers, [----] engagements


"@Ami_Rae_ @jesse_rwilliams @DiddySheng @mvcinvesting @Waymo $UBER and $TSLA will have a majority of the market share here and it shows in their market cap. $LYFT could potentially be the third player here and you are only paying [--] bil for that"  
[X Link](https://x.com/TeleHInvesting/status/1933241622285656480)  2025-06-12T19:14Z [---] followers, [---] engagements


"@HyperTechInvest $LFMD. Telehealth growing 22% CAGR for the next decade"  
[X Link](https://x.com/TeleHInvesting/status/1933997413997633612)  2025-06-14T21:18Z [---] followers, [---] engagements


"@DividendDude_X $LYFT"  
[X Link](https://x.com/TeleHInvesting/status/1934643147885396031)  2025-06-16T16:04Z [---] followers, [---] engagements


"@DataDInvesting @amitisinvesting @DividendStreams Amit wouldn't pass up a $HIMS for $AAPL trade. 🥺"  
[X Link](https://x.com/TeleHInvesting/status/1935194281029046588)  2025-06-18T04:34Z [---] followers, [----] engagements


"@StockTrader_Max You stick to your framework and I respect that. If you don't have framework in this game you are often times just gambling. $HIMS to 100🚀"  
[X Link](https://x.com/TeleHInvesting/status/1935853395409354952)  2025-06-20T00:13Z [---] followers, [---] engagements


"Apparently I found the limit where $HOOD cuts you off 😂"  
[X Link](https://x.com/TeleHInvesting/status/1935864058064056606)  2025-06-20T00:55Z [---] followers, [---] engagements


"@amitisinvesting @StockMKTNewz Good to have her back in $HOOD. Her largest purchase was $ABNB though those things you book for all your meetups. 😅"  
[X Link](https://x.com/TeleHInvesting/status/1936285084904218930)  2025-06-21T04:48Z [---] followers, [---] engagements


"@pepemoonboy $LYFT. The time is now"  
[X Link](https://x.com/TeleHInvesting/status/1936648672386900249)  2025-06-22T04:53Z [---] followers, [---] engagements


"Financials are actually solid for $ZETA First arrow - Big short report Second arrow - Liberation day I have fair value around $25-$30 in my DCF Company is producing a lot of cash and using it to buy back shares. That being said I know very little about the company and their competitors"  
[X Link](https://x.com/anyuser/status/1936967303872319591)  2025-06-23T01:59Z [---] followers, [----] engagements


"All you "Ill load the boat if $HIMS hits the 40s again" people well its here. No excuses when were printing all-time highs later. The best entries never feel comfy thats the point"  
[X Link](https://x.com/anyuser/status/1937168080897262004)  2025-06-23T15:17Z [---] followers, [---] engagements


"This has to be the first time insurance has actually paid out for me. Have closed the position and loaded it long $HIMS. For context my port is 75%+ $HIMS so I keep an insurance policy. What a gift this dip is"  
[X Link](https://x.com/TeleHInvesting/status/1937169466359767075)  2025-06-23T15:22Z [---] followers, [----] engagements


"Lets think this through $HIMS is likely 35% short as of today Only 1.9M shares left available to short Shorts only win if they buy back lower. So whats the endgame here Do they think $HIMS is going to zero Or are they just praying for a drop into the 30s Feels like desperation"  
[X Link](https://x.com/TeleHInvesting/status/1937203482991477200)  2025-06-23T17:37Z [---] followers, [---] engagements


"@Ashton_1nvests Been telling people $LYFT and $TDOC for months now. We will watch this play out very soon"  
[X Link](https://x.com/TeleHInvesting/status/1937260455761936673)  2025-06-23T21:24Z [---] followers, [---] engagements


"@Ashton_1nvests Some of the worst I have ever seen in my life 😂 But lowkey if $AMZN wanted to get serious about telehealth I think $TDOC is an acquisition target. When rates start to drop M&A will return"  
[X Link](https://x.com/TeleHInvesting/status/1937283845017207085)  2025-06-23T22:57Z [---] followers, [---] engagements


"I am very torn on this. I am not a fan of big pharma in the slightest but I do not like the precedence this would set for patent law. $HIMS has most likely weighed what a lawsuit would look like from $NOVO and decided it was worth it to still compound. $HIMS is struggling with incredibly hard [----] comps and have yet to launch the next vertical. There will be a massive growth scare if they stopped compounding in my opinion. This is not a thesis breaker for me. I love that they are taking on big pharma but infringing on patent law with a gray area loophole is not the way. The consumer is"  
[X Link](https://x.com/anyuser/status/1937650861934805331)  2025-06-24T23:15Z [---] followers, [----] engagements


"Let me start by saying that I am a massive $HIMS bull. The more I look into this situation the more I believe this is a game of 4D chess. In the coming weeks I expect a Cease & Desist letter to drop. $HIMS most likely knows what is coming next and what better way to offload supply than with a [--] month supply for the consumer. $HIMS will front load some revenue while "sticking it to big pharma". Ultimately there will most likely be a lawsuit that ends up getting settled for the equivalent of a speeding ticket. $HIMS is a growth company and a growth scare would ultimately be worse than the"  
[X Link](https://x.com/anyuser/status/1937656572181881081)  2025-06-24T23:38Z [---] followers, [----] engagements


"This feels like a great time for this to resurface 🙃 Oh and just a side note $HIMS made a sizeable donation to this administration. I unfortunately did not see $NVO or $LLY on that list. Potentially we are still not giving Andrew and his team enough credit for how well they run this company. Thank you @hollandbaird for representing $HIMS in DC this week. Our shared commitment with @POTUS @RobertKennedyJr and other leaders to address the US obesity epidemic will help millions of Americans with the chronic conditions too many are struggling with. Lets start https://t.co/KK06cqeC5N Thank you"  
[X Link](https://x.com/anyuser/status/1937710028762620107)  2025-06-25T03:10Z [---] followers, [---] engagements


"$LFMD has had a retrace to test previous resistance with confluence around the [--] MA. This is where I add heavy"  
[X Link](https://x.com/TeleHInvesting/status/1937910743397228769)  2025-06-25T16:28Z [---] followers, [---] engagements


"On the contrary Im refraining from replying because its clear you dont understand the business. [--]. FDA already revoked the drug shortage exemption [--]. $HIMS reached escape velocity through profitability. No debt. Nearly $1B in cash. Expanding margins. Multiple new verticals launching each year. [--]. Margin compression That was GLP-1sa low-margin add-on not the core. The core has significantly higher margins. I could keep debunking every line but its clear youre not here to learnjust to spread misinformation hoping someone bites"  
[X Link](https://x.com/TeleHInvesting/status/1937951200340812095)  2025-06-25T19:09Z [---] followers, [---] engagements


"IYKYK $LYFT Would be buying more calls but $HOOD claims I reached the max allowed"  
[X Link](https://x.com/TeleHInvesting/status/1937992921741201712)  2025-06-25T21:54Z [---] followers, [---] engagements


"@tradepal_app $HIMS - Mr. Market keeps on giving us these discounted values"  
[X Link](https://x.com/TeleHInvesting/status/1938001015405744265)  2025-06-25T22:27Z [---] followers, [---] engagements


"It is most definitely a headwind and there very well could be a lawsuit. Telehealth is still growing at 22% CAGR for the next decade and $HIMS is the industry leader. I would equate this to $CMG E.coli moment. Looking at the chart today it was just a blip in time. If we assume 20% CAGR for $HIMS achieving a 20% net margin buy price today would be $97 (No margin of safety). I have fair value around $52 and will continue to add sub $52"  
[X Link](https://x.com/TeleHInvesting/status/1938003598732136859)  2025-06-25T22:37Z [---] followers, [---] engagements


"Just want to clear up a misunderstanding after watching @PronkDaniels video. Even if the FDA tightens rules around GLP-1 compounding it wouldnt stop $HIMS from compounding all of their offerings. $HIMS owns a registered 503B facility which legally allows them to compound off-patent medications in bulk as long as they comply with FDA guidelines. The confusion seems to stem from applying rules about patented drugs to everything they offer. Thats simply not accurate. Many of their compounded treatments are based on off-patent ingredients and remain fully compliant"  
[X Link](https://x.com/anyuser/status/1938012247995126221)  2025-06-25T23:11Z [---] followers, [----] engagements


"@amitisinvesting @TheRayMyers I cannot explain ontology but all I know is $HIMS could use some of that ontology right about now"  
[X Link](https://x.com/anyuser/status/1938058978925416908)  2025-06-26T02:17Z [---] followers, [----] engagements


"@FunOfInvesting @mvcinvesting @Kross_Roads @DataDInvesting @Couch_Investor And this is why $GOOG trades at such a discounted P/E"  
[X Link](https://x.com/TeleHInvesting/status/1938074848284283031)  2025-06-26T03:20Z [---] followers, [---] engagements


"We are at war. And someone is nearly out of ammo 👀 $HIMS"  
[X Link](https://x.com/anyuser/status/1938264811282071803)  2025-06-26T15:55Z [---] followers, 14K engagements


"6/26/2025 $HIMS Dark Pool Apparently retail is not the only one feeling bullish 💯"  
[X Link](https://x.com/anyuser/status/1938297171557728309)  2025-06-26T18:03Z [---] followers, [----] engagements


"BREAKING: 512K premium just went into Jan [--] [----] $100 strike Calls This guy must follow @NighthawkTradez on X 💯"  
[X Link](https://x.com/anyuser/status/1938324899824619962)  2025-06-26T19:54Z [---] followers, [----] engagements


"@LEAPTRADER_ $ENPH is the easiest free premium imo. You have S&P500 liquidity and the company is buying back like 13% of the company right now. Ride it to the [--] day MA and rinse and repeat. Cheat code until they get kicked out of S&P500"  
[X Link](https://x.com/TeleHInvesting/status/1938345810019729674)  2025-06-26T21:17Z [---] followers, [---] engagements


"Looks like the morning $HIMS run has some shorts re-thinking their life decisions 💯"  
[X Link](https://x.com/anyuser/status/1938633098029072403)  2025-06-27T16:18Z [---] followers, [---] engagements


"@hollertotide Baby $UBER is $LYFT. $GRAB is if $PYPL had a baby with $UBER"  
[X Link](https://x.com/TeleHInvesting/status/1938652160868102319)  2025-06-27T17:34Z [---] followers, [---] engagements


"For all of you that think $HIMS is acting recklessly you may be correct. But heres the thing just because you think you understand the risks doesnt mean you understand them better than $HIMS does. Let me introduce you to two members on $HIMS' Board of Directors: Deb Autor Former Deputy Commissioner at the FDA where she oversaw all FDA inspections global regulatory operations and compliance enforcement. She also served as Director of Compliance at CDER and is now Chair of the FDA Alumni Association. She is one of the most well-connected regulatory minds in the industry. Kre Schultz Former CEO"  
[X Link](https://x.com/anyuser/status/1938682997085004062)  2025-06-27T19:37Z [---] followers, [----] engagements


"THIS When you go through their executive leadership team and board of directors you find names like: Google Netflix Amazon Robinhood Etc. I think bears have this weird misconception that a bunch of reckless teenagers got lucky and have no clue what they are doing. People do not leave their world class companies to come work here if they believe the company to be unethical. Then you realize this company had a significant donation to this current administration and the COO took a picture having dinner with RFK. This company is calculated and we are about to make generational wealth in this one"  
[X Link](https://x.com/TeleHInvesting/status/1938687010455097659)  2025-06-27T19:52Z [---] followers, [--] engagements


"@j_3093 I wasnt attacking anyone just highlighting the deep experience on $HIMS board as part of the risk/reward discussion. Totally agree though $HIMS has built a seriously strong team. Cheers J"  
[X Link](https://x.com/TeleHInvesting/status/1938690174801543303)  2025-06-27T20:05Z [---] followers, [--] engagements


"Agreed they will not have 100% revenue growth again without GLP1s but im modeling them at 20% revenue growth and it is a steal at these prices. Not to mention they will launch multiple new verticals every single year. The TAM is extremely large. People that think this is a GLP1 company not smart"  
[X Link](https://x.com/TeleHInvesting/status/1938818649370042754)  2025-06-28T04:36Z [---] followers, [--] engagements


"$HIMS Dark Pool 6/30/2025 - 80% bearish the first half of the day - Over half a mil in $105 strike for Jan [----] 🤯 - Mix of shorts doubling down and covering These next two weeks will be very telling. Vol is cheap right now 🙃"  
[X Link](https://x.com/anyuser/status/1939770083645305155)  2025-06-30T19:36Z [---] followers, [----] engagements


"$HIMS Dark Pool 7/1/2025 [---] Mil into March [----] $90 Strike 🤯🤯 A lot of hedging on the fall this morning Nearly even on Bull/Bear"  
[X Link](https://x.com/anyuser/status/1940094591740649972)  2025-07-01T17:06Z [---] followers, [----] engagements


"@amitisinvesting That money would have gotten you double the shares in $HIMS 😂 Congrats Amit Not only did you make crazy money but you changed a lot of lives through your content. This is just the beginning for AK Media 💪"  
[X Link](https://x.com/anyuser/status/1940455956238028954)  2025-07-02T17:02Z [---] followers, [----] engagements


"@HolySmokas $HIMS easily"  
[X Link](https://x.com/anyuser/status/1940499399257579880)  2025-07-02T19:54Z [---] followers, [----] engagements


"@TravisHoium $LYFT 🚀"  
[X Link](https://x.com/TeleHInvesting/status/1940836028186874055)  2025-07-03T18:12Z [---] followers, [--] engagements


"@HolySmokas $HIMS"  
[X Link](https://x.com/TeleHInvesting/status/1940840042983051463)  2025-07-03T18:28Z [---] followers, [---] engagements


"@mvcinvesting $LYFT"  
[X Link](https://x.com/TeleHInvesting/status/1940873626808676508)  2025-07-03T20:41Z [---] followers, [---] engagements


"@samsolid57 @ValueSense_io $LYFT is next. I will gladly take advantage of these false narratives"  
[X Link](https://x.com/TeleHInvesting/status/1942329976675786834)  2025-07-07T21:08Z [---] followers, [--] engagements


"@himshouse This is put on the balance sheet and amortized correct"  
[X Link](https://x.com/TeleHInvesting/status/1942678044126372330)  2025-07-08T20:11Z [---] followers, [----] engagements


"$LYFT is the best opportunity in the market right now"  
[X Link](https://x.com/anyuser/status/1943027064988406187)  2025-07-09T19:18Z [---] followers, [---] engagements


"@vulturetrades I would love a good pump in both of those names but please do not compare $HIMS to memes that have a dying/no business model. They are not the same. That being said $HIMS 🚀🚀🚀"  
[X Link](https://x.com/TeleHInvesting/status/1943187343713931290)  2025-07-10T05:55Z [---] followers, [---] engagements


"@LEAPTRADER_ $HIMS. Telehealth CAGR is like 22% for the next decade. Hard to find another sector growing this fast while also getting the market leader at a discount. Easy filing cabinet stock to add on dips"  
[X Link](https://x.com/anyuser/status/1943370688451985792)  2025-07-10T18:04Z [---] followers, [---] engagements


"@caitpollpoll @vulturetrades The stock currently has 38% short interest. It is hard to say if it will get the respect it deserves this year but something has to give. I am betting on this breaking to the upside and we could very well see $100 this year if the squeeze plays out"  
[X Link](https://x.com/TeleHInvesting/status/1943394817733529933)  2025-07-10T19:40Z [---] followers, [--] engagements


"@Futurenvesting 100% $HIMS. It does not get the attention it deserves"  
[X Link](https://x.com/TeleHInvesting/status/1944996594044076488)  2025-07-15T05:44Z [---] followers, [---] engagements


"@EndicottInvests Buying shares back poaching top execs from reputable companies A+ balance sheet. In a sector that is growing 22% CAGR for the next decade and is the industry leader. $NVO can sue $HIMS and they lose semiglutide and this company will not only be fine they will thrive"  
[X Link](https://x.com/TeleHInvesting/status/1945329176392949798)  2025-07-16T03:46Z [---] followers, [---] engagements


"As a former supply chain analyst & cost accountant here's my take: This still favors $HIMS. Tariffs will hit raw materials and finished goods. But HIMS is vertically integrated & manufactures in the U.S. giving them more control over sourcing & cost structure than competitors. Trump's goal is clear: lower drug costs & bring manufacturing back home. HIMS already does both. Their exec team is best-in-class politically connected proactive and strategic. Lets not forget: $HIMS donated $1M to this admin & has ties to RFK. Most competitors will scramble. $HIMS can lean on automation scale and"  
[X Link](https://x.com/anyuser/status/1945337293755310376)  2025-07-16T04:18Z [---] followers, 10.6K engagements


"Worst case scenario we see the 200% tariff on raw materials. Their COGS are most likely 60-40 or 70-30 raw materials/labor overhead. This would have a decent impact on groass margin. This sounds like another TACO though. I could see finished goods receiving the full tariff and then a much smaller tariff on raw materials. I am not sure why you would punish someone for manufacturing domestically. Regardless this management team was built for these scenarios"  
[X Link](https://x.com/TeleHInvesting/status/1945466594731459031)  2025-07-16T12:52Z [---] followers, [--] engagements


"@darwinsmoney Agreed I would not be mad if they took it in the margin in the short term to gain market share"  
[X Link](https://x.com/TeleHInvesting/status/1945466970327167023)  2025-07-16T12:54Z [---] followers, [--] engagements


"@investwithsheng If only $HIMS had a facility that manufactures these peptides. oh wait. I look at this management team they have assembled and am still wondering how this is only a [--] bil mkt cap"  
[X Link](https://x.com/TeleHInvesting/status/1945716544350417310)  2025-07-17T05:25Z [---] followers, [--] engagements


"$UBER giving you a preview of what the next two years is going to look like for $LYFT. $LYFT operates with higher gross margins than $UBER and is just turning profitable. Check the chart of when $UBER started turning profitable. Full post coming on why $LYFT may be the best opportunity in the market right now from a fundamental and technical standpoint"  
[X Link](https://x.com/anyuser/status/1946058127012683888)  2025-07-18T04:03Z [---] followers, [----] engagements


"I own $UBER as well and they are a fantastic company. I do not blame you for picking the strong industry leader. They trade at a 4X price to sales as $LYFT does. In times the market gets a bit frothy I look for companies that are going unnoticed trading at cheap valuations. Hard to find another company trading at [---] P/FCF buying back 13% of the company annually while also growing double digits. $LYFT will never be the industry leader and that's okay. Autonomy is the commodity and $LYFT has been proven to be able to aggregate demand. Most markets support 3+ players and i doubt this is a"  
[X Link](https://x.com/TeleHInvesting/status/1946089479166718343)  2025-07-18T06:07Z [---] followers, [---] engagements


"Its easy to get frustrated when your stock isnt moving but theres almost always a reason behind the price action. Take $LYFT this week: we saw a sharp pullback from $16.50 to just below $15 on unusually low volume. Why When you dig into the data it becomes clear market makers were heavily positioned around the $15 strike for monthly options expiration. They had a financial incentive to pin the stock below that level. Next week The wall shifts to $17 with strong support now forming at $15. Price action may feel random but theres almost always a signal beneath the noise. Watch the data"  
[X Link](https://x.com/TeleHInvesting/status/1946243962098102640)  2025-07-18T16:21Z [---] followers, [----] engagements


"@amitisinvesting @grok is the market toppy"  
[X Link](https://x.com/TeleHInvesting/status/1946256011536572512)  2025-07-18T17:09Z [---] followers, [----] engagements


"In a time when everyone is posting screenshots of massive wins I want to share the other side of options trading. $HIMS has been my highest-conviction play this year and I made a significant bet based on its price action. To be clearIm still up 290% YTD even with the loss shown below. When the $NVO news broke I was able to mitigate some of the downside by converting part of the position into a spread. But it still stings. This isnt a post for sympathy. Its a reminder: 80% of options expire worthless. Risk is part of the game. I knew that going in and I have zero regrets. In a market full of"  
[X Link](https://x.com/TeleHInvesting/status/1946259793880227848)  2025-07-18T17:24Z [---] followers, [---] engagements


"Definitely a fair point $HIMS legacy verticals like ED and hair loss are decelerating. But I think that view misses the bigger picture of what $HIMS is building. Yes if the hair loss segment went from 50% to 40% growth thats technically a slowdown. But Im not invested in $HIMS because of those early DTC categories. The real story is what's coming next. At-home diagnostics (like blood testing) unlock entirely new high-margin verticals. Think chronic care personalized medicine and preventative health. What most see as the core business today will look laughably narrow in a few years. Its like"  
[X Link](https://x.com/TeleHInvesting/status/1946273305662791792)  2025-07-18T18:18Z [---] followers, [---] engagements


"@EndicottInvests How $HIMS looks at me when it dips below $50. I just cannot resist"  
[X Link](https://x.com/TeleHInvesting/status/1946280564052664412)  2025-07-18T18:47Z [---] followers, [---] engagements


"$UBER has already optimized its net income and has a net margin in the mid 20's. $LYFT on the other hand is operating at a .95% net margin and is just shifting to margin optimization. That being said $UBER trades at a 4X premium to $LYFT regarding P/S & P/FCF ratios. The company has started using their FCF to repurchase shares. This means they will be buying back 12-15% of their stock annually if the price stays flat. Institutional ownership is sitting at an all time highs (86%) and the CEO is buying stock with his own money quarterly. It is easy to get frustrated when a stock isn't moving"  
[X Link](https://x.com/TeleHInvesting/status/1947013833559835015)  2025-07-20T19:20Z [---] followers, [---] engagements


"Completely agree $UBER deserves a higher multiple but I believe they deserve roughly a 2X multiple to $LYFT. I think we see multiple expansion in $LYFT as their P/E figures normalize this year. SBC has been on a massive decline R&D has been declining and CAPEX has been minimal. They are entering the time period of shareholder value creation/margin optimization. I think it is pretty amazing that they are still a double digit grower while entering this phase. The CEO's investments have been minor but he still is putting money into the stock while it was in the 18's. When they announced an"  
[X Link](https://x.com/TeleHInvesting/status/1947083732047049053)  2025-07-20T23:58Z [---] followers, [---] engagements


"@HolySmokas Strong agree here. See below for the $HIMS of stocks"  
[X Link](https://x.com/TeleHInvesting/status/1948519257148719520)  2025-07-24T23:02Z [---] followers, [---] engagements


"I have always wanted to know the thesis with $FUBO. When you look at the giants in steaming very few operates a profitable platform. $FUBO has seen negative user growth in the most recent quarter and it had been declining prior to that. I do understand seasonality plays a role here but I would love to know the thesis. Is it all about the $DIS acquisition"  
[X Link](https://x.com/TeleHInvesting/status/1949144047219794076)  2025-07-26T16:25Z [---] followers, [---] engagements


"@YodaStockInvest @EndicottInvests Is the low valuation based off of P/S or what metric are you basing that on This company has always interested me but this is just a brutal industry"  
[X Link](https://x.com/TeleHInvesting/status/1949155390685327766)  2025-07-26T17:10Z [---] followers, [--] engagements


"@YodaStockInvest @EndicottInvests I will check it out I appreciate the insight Yoda 🙏"  
[X Link](https://x.com/TeleHInvesting/status/1949175489714852021)  2025-07-26T18:30Z [---] followers, [--] engagements


"I appreciate the insight on this. It is just one of those industries that is really difficult to me. They do not create content they simple distribute it. My guess is YouTube TV and FUBO will be the winners here but worry that streaming the same old TV channels may be redbox. The only reason I pay for YouTube tv is for the sports and you are seeing that slowly move to things such as netflix and Amazon. I had looked into Fubo back in the day but their pricing seemed higher than competitors. Such a difficult industry to be successful in especially when you dont own any content. I will look into"  
[X Link](https://x.com/TeleHInvesting/status/1949223841341034560)  2025-07-26T21:42Z [---] followers, [---] engagements


"$HIMS gets hyped by a lot of people but it is really a generational company. People like to point out all these bear cases but I have never seen a young company like this that has the balance sheet and management team of a top tier company. This will be an absolutely massive company but I do understand there are hard comps. It's not like $HIMS gets a massive valuation for the amount of growth they have. I think realistically we trade 40-60 ideally and consolidate. Can you name another company growing 60% and has a P/S under 10"  
[X Link](https://x.com/TeleHInvesting/status/1949262119263957160)  2025-07-27T00:14Z [---] followers, [---] engagements


"@FunOfInvesting Best wheel stock ever. Just have to leave the emotions at the door. Well played sir"  
[X Link](https://x.com/anyuser/status/1949297503897362610)  2025-07-27T02:35Z [---] followers, [---] engagements


"@Icon00007 It is an interesting theory but i think Elon has made it very clear that isn't going to happen. $LYFT will either be acquired or it will just continue to buy back 15% of its company annually. Either way there is immense shareholder value coming"  
[X Link](https://x.com/TeleHInvesting/status/1949312712506249536)  2025-07-27T03:35Z [---] followers, [---] engagements


"@FunOfInvesting Those in the money sell puts on a big dip is just insane returns. What are your other top wheel stocks I know you love $TSLA and $HIMS"  
[X Link](https://x.com/TeleHInvesting/status/1949313413634728014)  2025-07-27T03:38Z [---] followers, [---] engagements


"🚨 $LYFT vs $UBER One is trading like its going out of business. [--]. Market Cap $UBER: $193B $LYFT: $6B UBER is 32x the size of LYFT but not 32x the value. [--]. Revenue Growth (3yr + Fwd) 3Yr $UBER: +28.46% $LYFT: +19.69% Fwd $UBER: +15% $LYFT: +12% UBER is growing faster but not to the extent of the valuation gap. [--]. Free Cash Flow (TTM) $UBER: $8.05B $LYFT: $0.98B UBER 8.2X FCF [--]. P/FCF (Price to Free Cash Flow) $UBER: 38x $LYFT: 6.6x Thats a massive valuation gap for two companies with similar unit economics in U.S. ride-hailing. [--]. P/S $UBER: 4.24x $LYFT: 1.01x [--]. Buybacks $UBER authorized a"  
[X Link](https://x.com/TeleHInvesting/status/1949876996999434314)  2025-07-28T16:57Z [---] followers, [----] engagements


"$LYFT is the best value I can find in the market. P/FCF of [----]. Cash flow and top-line revenue both growing double digits. DCF says its cheap. Its now my largest position and Ill keep banging the drum and adding"  
[X Link](https://x.com/anyuser/status/1950757420835418623)  2025-07-31T03:16Z [---] followers, [----] engagements


"This is not about comparing marketing as a percentage of revenue. $HIMS is a world class marketing company. They spend a lot on marketing and get a great return on spend. The point I was trying to make is eventually $NVO could spend less on marketing as $HIMS (or another DTC company) will be their demand aggregator. This is how $NVO maintains margin"  
[X Link](https://x.com/TeleHInvesting/status/1951801193539477690)  2025-08-03T00:24Z [---] followers, [---] engagements


"$LYFT partners with Baidu to bring autonomous vehicles to Europe"  
[X Link](https://x.com/TeleHInvesting/status/1952341177149301149)  2025-08-04T12:09Z [---] followers, [---] engagements


"Weird $HTZ action this morning on the dark pool. 1.5M in sold puts with most at a strike nearly double of the current price 🤯"  
[X Link](https://x.com/TeleHInvesting/status/1952418209757647223)  2025-08-04T17:15Z [---] followers, [---] engagements


"@TacticzH $LYFT at $14"  
[X Link](https://x.com/TeleHInvesting/status/1952418988715397372)  2025-08-04T17:18Z [---] followers, [---] engagements


"I rotated my whole port into $LYFT. Cheapest stock in the market right now. Agreed with the $HIMS statement. I made this decision before earnings as Y/Y comps are extremely difficult YTG. This sets them up for a nice [----] with new verticals. Never goodbye but what comes next in the market is capital preservation. There are just some silly cheap companies out there right now Cheers Contrarian"  
[X Link](https://x.com/TeleHInvesting/status/1952925115802615992)  2025-08-06T02:50Z [---] followers, [----] engagements


"@kosigz @longoption My fair value bear case is around $32. I am anticipating a re-rating of this stock or it being acquired in the next M&A window. That Baidu news was pretty massive. Cheers Konstatin"  
[X Link](https://x.com/TeleHInvesting/status/1953062122491109603)  2025-08-06T11:54Z [---] followers, [--] engagements


"Very impressive quarter out of $LYFT. Just to recap this company is growing double digits and trading at [---] times FCF"  
[X Link](https://x.com/TeleHInvesting/status/1953192728499765567)  2025-08-06T20:33Z [---] followers, [---] engagements


"@TravisHoium $LYFT"  
[X Link](https://x.com/TeleHInvesting/status/1953193111351640280)  2025-08-06T20:35Z [---] followers, [---] engagements


"$HTZ with the double beat & 48% short interest (11 days to cover)"  
[X Link](https://x.com/TeleHInvesting/status/1953439789060915612)  2025-08-07T12:55Z [---] followers, [---] engagements


"@LEAPTRADER_ After extensive back testing for selling CSP's my findings were RSI has the highest correlation to a successful outcome"  
[X Link](https://x.com/anyuser/status/1953549016857555155)  2025-08-07T20:09Z [---] followers, [---] engagements


"@DividendDude_X I used to be in this exact same school of thought. Then I started looking into what gives the US Dollar its value. If the same entity that gives the US Dollar value also validates BTC and ETH. Then I will go with whatever one has a finite supply. Just my two cents"  
[X Link](https://x.com/anyuser/status/1953609183406002298)  2025-08-08T00:08Z [---] followers, [---] engagements


"$Lyft just crushed it: Record rides [-----] M (+14% YoY) Active riders [----] M (+10% YoY) Gross bookings hit $4.5 B (+12% YoY) Revenue of $1.59 B (+11% YoY) Adjusted EBITDA of $129.4 M (+26% YoY) Free cash flow of $329.4 M (+28% YoY) Repurchased [----] M shares for $200 M driving share count down QoQ Trading at just [---] P/FCF Net income of $40.3 M (up 704% YoY) Efficiency + growth + global expansion (FreeNow acquisition Baidu & United partnerships) = true inflection point I cant get enough shares 🚀"  
[X Link](https://x.com/anyuser/status/1953923575263769066)  2025-08-08T20:57Z [---] followers, [---] engagements


"@AdamoMancino Fundamentals are a big check mark. The price action has been frustrating but it appears it has been mirroring $UBER price movement. Both companies buying back 10% of their companies and can you guess when the blackout period started I have a good feeling about next week 🚀"  
[X Link](https://x.com/TeleHInvesting/status/1954223953880420844)  2025-08-09T16:51Z [---] followers, [--] engagements


"What metric is causing you to think this is a piss poor management team Do not confuse price action with company fundamentals. The company fundamentals have been up and to the right. No one knows when the breakout is finally going to occur but I will continue to load shares and leaps. Fair market value is around $35 a share IMO. These accelerated share buybacks means management hears us I am currently 60% allocation to $LYFT so I do feel your pain"  
[X Link](https://x.com/TeleHInvesting/status/1954234833087115451)  2025-08-09T17:34Z [---] followers, [--] engagements


"@investwithsheng @longoption @SoJustFollowMe $ABNB is venmo. VRBO is cash app. They are not the same. Lobe $ABNB for the long term but it definitely has its issues"  
[X Link](https://x.com/TeleHInvesting/status/1954352055994466688)  2025-08-10T01:20Z [---] followers, [--] engagements


"Huge advocate for $ABNB. What I found interesting is they are essentially a bank with their net interest income. If I book an Air BNB for [--] months out they are able to yield off my cash as they do not give to the tenant until after the stay. Absolutely in love with their margin profile but the SBC as a % of FCF is insanely high and does not appear to have reached a peak. Definitely on my watchlist but just feel there are better opportunities at this moment Cheers Denistratos"  
[X Link](https://x.com/TeleHInvesting/status/1954363422214344988)  2025-08-10T02:05Z [---] followers, [--] engagements


"@DividendDude_X $LYFT"  
[X Link](https://x.com/TeleHInvesting/status/1954366759617933717)  2025-08-10T02:18Z [---] followers, [---] engagements


"$LYFT Regression Test: Factors we tracked: UBER (peer) SPY (market) IWM (small caps) USO (oil) TLT (rates). 30d: LYFT 15.9% with 13.9pp idiosyncratici.e. most of the drop wasnt explained by sector/style/oil/rates. 10d: LYFT outperformed its factor mix by +10%. Set-up: blackout ending this week = buyback flows return. $LYFT is still trading at 5.6X P/FCF and is growing top and bottom line double digits. Thank you for your attention to this matter"  
[X Link](https://x.com/TeleHInvesting/status/1954619618829680658)  2025-08-10T19:03Z [---] followers, [---] engagements


"@danushman 1000% Agree. I dont think $LYFT deserves the same multiple as $UBER but I definitely know it doesn't deserve 1/4th the multiple"  
[X Link](https://x.com/TeleHInvesting/status/1955121768928039338)  2025-08-12T04:18Z [---] followers, [---] engagements


"@danushman Just hit 10K shares this morning. Will continue to add sub $15. Fair value is around $37 in my bearish DCF. For me it is when not if for $LYFT. The amount of Quant funds in this one is also very high. I think you are in good company in this name"  
[X Link](https://x.com/TeleHInvesting/status/1955272673400889641)  2025-08-12T14:18Z [---] followers, [---] engagements


"$LYFT FCF yield this most recent quarter was 21%. FCF growth: 20%+ Revenue growth: 12%+ Best value I can find in the market currently"  
[X Link](https://x.com/anyuser/status/1955401704326959428)  2025-08-12T22:51Z [---] followers, [---] engagements


"@LatinamericanIG I own both and love the FCF that these models generate. They are trading for silly valuations as $LYFT should not be trading under a [--] P/FCF. I love that the stock is finally getting some traction"  
[X Link](https://x.com/TeleHInvesting/status/1955796363746402786)  2025-08-14T00:59Z [---] followers, [--] engagements


"$LYFT received multiple downgrades after a really good earnings report. Follow the money not the ratings"  
[X Link](https://x.com/TeleHInvesting/status/1956063611564253320)  2025-08-14T18:41Z [---] followers, [---] engagements


"@beTochMam Whale Wisdom will give you a good view of this if you sort on date. There were a lot of adds on $LYFT"  
[X Link](https://x.com/TeleHInvesting/status/1956128645195685918)  2025-08-14T22:59Z [---] followers, [---] engagements


"Q2 Recap for BofA / $LYFT - BofA analyst $LYFT rating changed to "Sell" 4/2/2025 - $LYFT sells off 24% the following week - BofA adds 2.6m shares (1.3M via call options) of $LYFT in Q2 Know the game being played"  
[X Link](https://x.com/anyuser/status/1956131633238872525)  2025-08-14T23:11Z [---] followers, [----] engagements


"Q2 net adds 27.4m shares of $LYFT 🔥 $LYFT received multiple downgrades after a really good earnings report. Follow the money not the ratings. https://t.co/hc6uiTIrey $LYFT received multiple downgrades after a really good earnings report. Follow the money not the ratings. https://t.co/hc6uiTIrey"  
[X Link](https://x.com/TeleHInvesting/status/1956347886297313407)  2025-08-15T13:30Z [---] followers, [---] engagements


"August Recap: - $LYFT sells off with IWM and $UBER during buyback blackout period - Blackout period ends $LYFT +15% in [--] day period - $IWM starts to break out - $LYFT blows past all moving averages - Dark Pools active again"  
[X Link](https://x.com/TeleHInvesting/status/1956373213648245154)  2025-08-15T15:11Z [---] followers, [---] engagements


"@low_IQ_trader Biggest thing for me is the buybacks they are doing. They are issuing accelerated buybacks for 12%+ of the company. They just announced a partnership with Baidu to bring AVs to Europe. Valuation is silly and there is some upside for an already double digit grower"  
[X Link](https://x.com/TeleHInvesting/status/1956382434733564148)  2025-08-15T15:48Z [---] followers, [--] engagements


"$LYFT offffffff"  
[X Link](https://x.com/TeleHInvesting/status/1956391777533145398)  2025-08-15T16:25Z [---] followers, [---] engagements


"$LYFT IYKYK ✅ [--] P/FCF ✅ Double-digit growth (Rev & FCF) ✅ Inst. ownership ATH (+24M Q2) ✅ EU + CAN expansion ✅ Baidu AV partnership (EU) ✅ Accelerated buyback (13% of float) ✅ CEO buying shares Cheap to the company. Cheap to the CEO. Cheap to institutions. Its my largest position. Value in a frothy market. $LYFT"  
[X Link](https://x.com/anyuser/status/1957191469405765982)  2025-08-17T21:23Z [---] followers, [----] engagements


"$LYFT institutional ownership hits 97.56% 🤯 Source: http://Nasdaq.com http://Nasdaq.com"  
[X Link](https://x.com/TeleHInvesting/status/1957197272107917633)  2025-08-17T21:46Z [---] followers, [---] engagements


"Question for bulls and bears: I go to the doctor and the doctor believes I should be on a GLP1. We go to check out and I am told it will be $499 a month with $NVO. I tell the doctor that is out of my price range and will not be able to take the medication. As I go to leave the doctor says "There is a compounded version over here for $149 a month". The doctor understands this is not a reason for personalized dosing but believes the patient is better off having this drug then not having it at all. This is all hypothetical and I am in full support of patent law. I do think there is a broader"  
[X Link](https://x.com/TeleHInvesting/status/1957856204350452058)  2025-08-19T17:24Z [---] followers, [---] engagements


"@Julian_Trades1 Loving the $LYFT coverage"  
[X Link](https://x.com/TeleHInvesting/status/1958583476468555837)  2025-08-21T17:34Z [---] followers, [--] engagements


"@pepemoonboy @Ze1ooooo @operationmilly Can confirm only charge you if you get filled. This is the smart margin"  
[X Link](https://x.com/TeleHInvesting/status/1958642308393603317)  2025-08-21T21:28Z [---] followers, [--] engagements

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