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![CMDarnton Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1936166431378300928.png) Christian Darnton [@CMDarnton](/creator/twitter/CMDarnton) on x 6036 followers
Created: 2025-07-13 09:33:34 UTC

Why the Bear Case on $HIMS Is DEAD WRONG 🧵

They said Palantir had no moat.
They said Spotify was just a music app.
Now they’re saying Hims & Hers is “just a telehealth storefront.”

They're wrong again.

Here’s why I’m betting BIG. 👇

![](https://pbs.twimg.com/media/GvulLWmXwAA5yoK.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944329345356435570/c:line.svg)

**Related Topics**
[hims](/topic/hims)
[coins music](/topic/coins-music)
[palantir](/topic/palantir)
[$hims](/topic/$hims)
[hims hers](/topic/hims-hers)
[stocks consumer defensive](/topic/stocks-consumer-defensive)
[$spot](/topic/$spot)
[stocks communication services](/topic/stocks-communication-services)

[Post Link](https://x.com/CMDarnton/status/1944329345356435570)