[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![CMDarnton Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1936166431378300928.png) Christian Darnton [@CMDarnton](/creator/twitter/CMDarnton) on x 4440 followers
Created: 2025-07-13 09:33:38 UTC

The full Substack report drops next week:

🔍 11,000+ words breaking down every bear case on $HIMS.

✅ Regulation
✅ Retention
✅ CAC
✅ Tech moat
✅ GLP-1 risk
✅ TAM limits

I’ve done the deep work — so you don’t have to.

This isn’t hype. It’s conviction.

 Stay tuned.



RT to help others cut through the noise 🔁


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944329361827450912/c:line.svg)

**Related Topics**
[hims](/topic/hims)
[limits](/topic/limits)
[$hims](/topic/$hims)
[drops](/topic/drops)
[hims hers](/topic/hims-hers)
[stocks consumer defensive](/topic/stocks-consumer-defensive)

[Post Link](https://x.com/CMDarnton/status/1944329361827450912)