Hims & Hers suffers from bad management, and government pressure is squeezing its pharma margins. x.com 

Hims & Hers is a meme stock, not a fundamental story, after missing EPS by 1,440%, with earnings down 300% year over year and 600% quarter over quarter. The company pays influencers to pump the stock, and even a move to $200 would not change that view. x.com  x.com 

FNGU, a 3x leveraged long on the Magnificent Seven, loses heavily to tracking decay, making it a poor asset to hold long term. Since June 30 last year the Nasdaq has risen 17.9% while FNGU has barely moved, so a private fund that loaded up on it last year has little to show for it. x.com 

Hims & Hers looks good on paper, but past revenue growth does not guarantee future growth and margins are falling, which is very bad. Its peptides story could rerate the stock if executed, but it brings another regulatory overhang: peptides will be in regulation headlines every day and the stock will trade on them. x.com 

Leveraged single-stock ETFs on Micron and SanDisk can't be held for long because decay keeps them from matching the underlying stocks' highs. When Micron and SanDisk next reach all-time highs, those ETFs won't, and the longer that takes, the further below they will be. Holders who tried to ride the wave with them are getting smoked; they shouldn't be held for more than a few days. x.com 

Hims & Hers' latest earnings show a deteriorating business, and hype is not worth much when that happens. x.com  x.com 

Leveraged ETFs such as TQQQ lose much of their promised return to decay. QQQ is up 18% this year, so a 3x product should be up 54%, but TQQQ is up only 42%; the missing 12% is decay. A 3x perpetual future captures the full 54% instead and lets traders set leverage as they want. x.com 

Hims & Hers has enormous long-term potential from its brand, personalized platform and recurring model, and that upside heavily outweighs the bear case. Regulation and customer retention are real questions, and they explain why the opportunity exists. x.com 

Hims & Hers is at a key support/resistance flip again, and technical risk now points to the upside after months of weakness. With 30% of the float short, the setup could produce a squeeze. x.com 

Hims & Hers' peptide business looks undifferentiated with relatively low barriers to entry, since nothing about providing peptides appears proprietary. Its edge would have to be scale and distribution, and it is not clear it is far ahead of other telehealth companies there. @JonahLupton notes Barron's said Hims could own 20% of the peptide market. x.com