Hims & Hers isn't worth owning because of its management: a leader who can pump and then dump the stock is not a trustworthy type. Zeta Global is the preferable alternative. x.com 

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

Hims & Hers' compounding direct-to-consumer distribution makes it stupidly undervalued next to Tempus AI. Hims has $2.6B in trailing revenue at a $6.7B market cap, with 66.5% annual revenue growth from Q3 2021 to Q2 2026; Tempus has $1.4B in revenue, a $14.9B market cap and 40.4% annual growth. 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 

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 

Hims & Hers' peptide capabilities may be underappreciated, setting up a strong bounce after peptide news. Per @riyadosofian, it is the only telehealth company with a peptide facility and global distribution system. A strong bounce is expected now as the stock holds outside its wedge. x.com  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 

Hims & Hers is going through a major transition period with no growth, so it is not worth owning right now, even though the long-term view remains bullish. 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' latest earnings show a deteriorating business, and hype is not worth much when that happens. x.com  x.com