| Date | Tweet |
|---|
| 2026-07-06T21:14:10 | Was a sad few months for $RDDT. But glad it's finally back above $200.
Reddit was doing:
- $663M revenue w/ 91.5% gross margins
- $204M GAAP net income
- 45%+ fwd Y/Y growth after 69%+ growth.
- Net profit is ~30.7% of revenue
Felt very weird to see a profitable company get dragged down after ear… → · 816 likes · 366,754 views |
| 2026-04-24 | Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.72%
4. $COHR +18.9%
5. $RKLB +26.76%
6. $DRAM +12.29%
7. $AVGO +18.32%
8. $AMZN +9.17%
9. $ARM +36.6%
10. $TSEM -1.25%
11… → · 1643 likes · 317,745 views |
| 2026-01-21 | Thanks I have no issue with that $DUOL / $HIMS / $PLTR influencer who lost 60% of his portfolio because at least he’s basing his $1T+ language AI bird thesis off pubic information and taking accountability when the stock dropped.
Then there’s others who just post materially false / unverifiable sta… → · 21 likes · 4,080 views |
| 2025-11-19 | The great reset is how I termed the market drop.
Lot of names were reset to prices before their fundamentals changes
$HIMS back to pre-Zava prices at $36.
$NBIS back to pre-MSFT deal prices at $94.
$CIFR $WULF back to pre-aws/googl deals
$SNAP pre-perplexity deal.
Early Black Friday for stocks → · 10 likes · 1,669 views |
| 2025-11-18 | Markets are seeing a drop in most growth stocks right now.
In the past 5 days:
· Cloudflare [ $NET ]: $192.99 (-15.23%)
· Rocketlab [ $RKLB ]: $42.50 (-19.35%)
· Iren [ $IREN ]: $46.6 (-28.74%)
· Hims [ $HIMS ]: $35.15 (-15.61%)
have lost their recent gains. Why?
Right now, we're seeing mechani… → · 159 likes · 323,830 views |
| 2025-11-18 | Every high beta/“risk”/growth asset from $RKLB, $HOOD, $BTC (89k now), $HIMS is being obliterated.
It’s a great reset from cascading margin liquidations and capitulation (based on semi-valid concerns) despite seeing improving fundamentals across the board.
$IREN retail is selling off for example j… → · 9 likes · 1,973 views |
| 2025-11-17 | @himshouse $HIMS is seems undervalued at this point, especially with the Zava acquisition coming into help revenue growth soon.
Having a $250M repurchase program helps a bit with that narrative. Still would prefer that going toward acquisitions and growth though. → · 19 likes · 4,256 views |
| 2025-10-27 | @jliljliljlil @DeepValueBagger I dont have any $HIMS position right now, I'll probably buy in again at this level.
I bought at that 16% drop, sold on a 4-5% recovery, and haven't had any positions since.
But CSP for Monday sounds promising. → · 3 likes · 744 views |
| 2025-10-27 | @DeepValueBagger It's been a few quarters where $HIMS market cap hasn't really moved while fundamentals improved.
So I'd use this as a buying time to get back in. The amount of times it swung from $40s -> $63 I lost count. → · 29 likes · 3,395 views |
| 2025-10-19 | That’s fair criticism. I think an important nuance is majority of my portfolio is in high conviction (bitcoin, fintech, neoclouds, rklb).
I take a smaller percentage just for active swing trading + medium term holds for re-rating (snap, etor) and these were my losses when it kept dipping instead o… → · 17 likes · 1,711 views |
| 2025-10-17 | @DeepValueBagger I just added $HIMS today actually at $50.7 on the 14.34% drop
Embrace the volatility 🎢 → · 18 likes · 1,981 views |