HIMS Hims & Hers Health, Inc.

HIMS Hims & Hers Health, Inc.

Healthcare · Drug Manufacturers - Specialty & Generic

Desk view

Watchinglow conviction
Basis Logged decision
Updated

Market read

Scan convergence 3 scans as of 2026-10-23 3 neutral converging

POC $28.48 · VWAP $28.04 · -1.2% vs 12m avg buyer

pullback vol: normalgaps: overnight-shiftchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster CFO, COO + 2 others sold $2M, Sep 17–23

Coverage

9 related campaigns

Watchlists @consumer@cultural-thesis@insider-universe@peptide-economy

HIMS Price Structure

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Loading timeframes…

Peers

Every watchlist HIMS belongs to, members best 30-day change first — HIMS highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@cultural-thesis
View watchlist →
BRBR+13.2% -1.9%1d +1.3%7d SBUX+7.1% -1.1%1d +3.4%7d DPZ+5.8% -1.3%1d +1.6%7d NKE+3.5% -2.7%1d +0.5%7d TSLA-2.1% -0.6%1d +4.9%7d HIMS-2.4% -4.9%1d -1.3%7d LULU-3.2% -4.8%1d +2.0%7d CROX-4.3% -1.4%1d -3.2%7d
@peptide-economy
View watchlist →
LLY+10.6% -2.5%1d +1.3%7d AMGN+8.2% -1.8%1d +1.6%7d HRTS+4.0% -0.8%1d +1.5%7d NVO+2.3% -1.0%1d +0.6%7d HIMS-2.4% -4.9%1d -1.3%7d RYTM-9.1% -1.8%1d +3.6%7d WW-10.4% -4.6%1d +3.3%7d LFMD-30.2% -1.8%1d -9.0%7d ALT-33.5% -2.3%1d -3.6%7d VKTX-41.4% -5.5%1d -3.1%7d
@consumer
View watchlist →
LION+12.0% -1.6%1d +16.7%7d TOST+9.7% -2.1%1d +3.5%7d PYPL+8.6% -0.9%1d +0.6%7d SBUX+7.1% -1.1%1d +3.4%7d DPZ+5.8% -1.3%1d +1.6%7d MNST+5.2% -2.4%1d +1.0%7d AS+5.0% -2.5%1d -5.9%7d NKE+3.5% -2.7%1d +0.5%7d DECK+3.2% -4.9%1d -5.4%7d XYZ+2.4% -3.2%1d -1.8%7d XLY+2.2% -1.7%1d +0.6%7d CRSR+1.6% +0.7%1d +7.3%7d HIMS-2.4% -4.9%1d -1.3%7d LULU-3.2% -4.8%1d +2.0%7d CROX-4.3% -1.4%1d -3.2%7d CMG-15.9% -2.2%1d -7.9%7d
@insider-universe
View watchlist →
ASAN+26.9% +4.5%1d +21.9%7d PINS+21.0% -2.7%1d +1.9%7d ZS+19.0% +7.3%1d +23.0%7d SHOP+18.5% -0.1%1d -0.5%7d ABNB+15.0% -2.1%1d -1.0%7d ISRG+13.6% +1.9%1d +6.0%7d NOW+12.9% +1.3%1d +12.0%7d ESTC+12.2% +4.3%1d +11.7%7d LLY+10.6% -2.5%1d +1.3%7d MRNA+9.9% -1.3%1d -8.2%7d RBLX+8.0% -2.0%1d +6.7%7d DDOG+7.2% +4.6%1d +9.1%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d ZM+4.2% -0.5%1d +1.7%7d AAPL+3.2% -0.1%1d +1.2%7d AFRM+2.9% -3.2%1d -5.3%7d PLTR+2.6% +0.3%1d +5.8%7d UI+2.5% -1.4%1d -2.2%7d VRTX+1.5% -2.1%1d +4.8%7d TMO+1.3% -0.4%1d -2.3%7d FTNT+0.7% +4.0%1d +6.4%7d AMZN-0.5% -0.9%1d -0.8%7d CRWD-1.9% +8.3%1d +13.3%7d TSLA-2.1% -0.6%1d +4.9%7d HIMS-2.4% -4.9%1d -1.3%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d UBER-3.9% -3.4%1d -5.2%7d CEG-4.0% -0.7%1d -6.6%7d ENPH-4.5% +0.8%1d +3.2%7d GOOGL-5.2% -1.2%1d -6.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d U-7.5% +1.3%1d +1.0%7d NET-7.5% +7.3%1d +9.9%7d NFLX-7.7% -1.8%1d -6.6%7d NTLA-9.1% +0.5%1d -1.8%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d TWLO-9.9% +3.2%1d +7.1%7d FSLR-10.4% +0.4%1d -0.4%7d BNTX-10.5% -1.7%1d +0.5%7d QCOM-10.8% +1.8%1d +2.2%7d CRSP-11.4% -1.2%1d +0.3%7d SOFI-11.7% -1.0%1d +0.5%7d IBKR-12.3% -2.4%1d -2.9%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d META-13.6% -1.0%1d -9.4%7d AMD-15.9% +1.7%1d -2.3%7d COIN-17.0% -2.7%1d -5.0%7d FSLY-17.7% +8.7%1d +8.6%7d AKAM-21.0% +2.6%1d +6.5%7d INTC-29.1% +1.7%1d -3.2%7d BE-29.8% -11.2%1d -12.7%7d DOCN-34.0% +1.3%1d -5.5%7d ARM-36.8% +0.1%1d -7.7%7d EOSE-51.7% +1.2%1d -5.0%7d

Decision history

1 scored call · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jul 2 pass n/a Watched, not owned -18.0% complete

Desk commentary

Authored analysis and challenge notes tied to HIMS.

1

Next earnings HIMS reports in 17 days Nov 9

Last report Aug 10

Hims & Hers reported Q2 after Monday's close (Aug 10): a loss of $0.40 per share — wider than consensus — against revenue up 3.8% year over year, with revenue and guidance described as stronger than expected. Coverage also flags renewed legal scrutiny from an FTC lawsuit over data sharing and billing practices.

full note →

Against street estimates

How HIMS's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 10 quarters · newest report Aug 10 · projection Oct 23

Result
Aug 10 -0.05-0.37-640.0%Miss
May 11 0.03-0.40-1664.3%Miss
Feb 23 0.040.08+92.5%Beat
Nov 3 '25 0.100.06-41.0%Miss
Aug 4 '25 0.230.29 GAAP ≠ +26.3%Beat
May 5 '25 0.120.20+65.0%Beat
Feb 24 '25 0.110.11+0.7%In line
Nov 4 '24 0.050.32+533.5%Beat

Recent news

Headlines about HIMS from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 14 days ago · Oct 9

HIMS research tape

233 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-10-23 scan Monster Scan — 2026-10-22 scan Monster Scan — 2026-10-21 scan Monster Scan — 2026-10-19 scan Insider Activity Scan — 2026-10-16
Types
Oct 23 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 22 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 21 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 19 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 16 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 16 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Oct 16 Scan Consumer Scan — October 16, 2026 Close
ASLULUNKESBUXCMGDPZHIMSDECK +4 more
Oct 16 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 16 Update HIMS — candidate.roundup
HIMSNKECROXSBUX
Oct 15 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 14 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 13 Scan Monster Scan
005930.KS009150.KS1888.HK2802.T4186.T5803.T6103.T6146.T +4 more
Oct 12 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 9 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Oct 9 Scan Consumer Scan — October 9, 2026 Close
ASLULUNKESBUXCMGDPZHIMSDECK +4 more
Oct 9 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Update HIMS — candidate.roundup
HIMSNKECROXSBUX
Oct 8 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 Scan Consumer Scan — October 2, 2026 Close
ASLULUNKESBUXCMGDPZHIMSDECK +4 more
Oct 2 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Oct 2 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 2 Update HIMS — candidate.roundup
HIMSNKECROXSBUX
Oct 1 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 29 Scan Monster Scan
AAAMIAAOIABCLABSIACMRADIADM +4 more
Sep 28 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Sep 25 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 25 Scan Consumer Scan — September 25, 2026 Close
ASLULUNKESBUXCMGDPZHIMSDECK +4 more
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Update CROX — candidate.roundup
HIMSNKECROXSBUX
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Sep 23 Scan Consumer Scan — September 23, 2026 Close
ASLULUNKESBUXCMGDPZHIMSDECK +4 more
Sep 23 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 23 Update CROX — candidate.roundup
HIMSNKECROXSBUX
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 21 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Sep 18 Scan Consumer Scan — September 18, 2026 Close
ASLULUNKESBUXCMGDPZHIMSDECK +4 more
Sep 18 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 18 Update CROX — candidate.roundup
HIMSNKECROXSBUX
Sep 17 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACHCACMR +4 more
Sep 16 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 15 Scan Monster Scan
AAOIAAPLABCLABNBABSIACMRADIADM +4 more
Sep 14 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Scan Consumer Scan — September 11, 2026 Close
ASLULUNKESBUXCMGDPZHIMSDECK +4 more
Sep 11 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Sep 11 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Update HIMS — candidate.roundup
HIMSNKECROXSBUX
Sep 10 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 4 Scan Consumer Scan — September 4, 2026 Close
ASLULUNKESBUXCMGDPZHIMSDECK +4 more
Sep 4 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Sep 4 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 4 Scan Insider Activity Scan — Buying Table Frozen For A Fourth Straight Cycle Except A Small TSM Uptick, Zero Golden Signals For A Fifth Cycle, ASAN's Frozen Buying Sits Behind A Same Day Earnings Reaction Drop, BE's Reversal Extends Into A Massive Run, MRNA Keeps Climbing On A Partial But Incomplete Sourced Driver
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 4 Update HIMS — candidate.roundup
HIMSNKECROXSBUX
Sep 3 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 2 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 1 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Scan Consumer Scan — August 28, 2026 Close
ASLULUNKESBUXCMGDPZHIMSDECK +4 more
Aug 28 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Aug 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 28 Update SBUX — candidate.roundup
SBUXCROXHIMSNKE
Aug 27 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 26 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 24 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 23 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Scan Consumer Scan — August 22, 2026 Close
ASLULUNKESBUXCMGDPZHIMSDECK +4 more
Aug 22 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Aug 22 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 22 Update SBUX — candidate.roundup
SBUXCROXHIMSNKE
Aug 21 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 18 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Consumer Scan — August 14, 2026 Close
ASLULUNKESBUXCMGDPZHIMSDECK +4 more
Aug 14 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 14 Update SBUX — candidate.roundup
SBUXCROXHIMSNKE
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Market Brief The Compute Bill Gets Paid: Nebius +34%, Optical Runs, Memory Goes Ten-for-Ten
ABBNYABCLADMAEHRAEMAPAHAELITE +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 11 Market Brief The Market Holds Its Breath for CPI. CoreWeave Doesn't.
ACIWAIQARISARKXASANBSTKNCRWV +4 more
Aug 11 The Prints The Prints
CRWVRKLBSMCIRIOTASTSHIMSACHRVST
Aug 10 Market Brief Oil Snaps Back, and the Bid Moves Into the Wreckage
ABTALMSARQQBAMBKSYBLKJHXBRK-B +4 more
Aug 10 The Prints The Prints
RKLBASTSACHRVSTHIMSRIOTUSARNESR
Aug 10 Catalyst HIMS earnings
HIMS
Aug 8 Market Brief One Jobs Print, and Everything Repriced
AADMALSNAMVMFAUDXPEFTDRGHRS +4 more
Aug 8 Scan Consumer Scan — August 7, 2026 Close
ASLULUNKESBUXCMGDPZHIMSDECK +4 more
Aug 8 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 8 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 8 Update CROX — candidate.roundup
SBUXCROXHIMSNKE
Jul 31 Scan Consumer Scan — July 31, 2026 Close
ASLULUNKESBUXCMGDPZHIMSDECK +4 more
Jul 31 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 31 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 31 Update CROX — candidate.roundup
SBUXCROXHIMSNKE
Jul 28 Scan Consumer Scan — July 28, 2026 Close
ASLULUNKESBUXCMGDPZHIMSDECK +4 more
Jul 28 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 28 Update HIMS — candidate.roundup
SBUXCROXHIMSNKE
Jul 25 Scan Consumer Scan — July 24, 2026 Close
ASLULUNKESBUXCMGDPZHIMSDECK +4 more
Jul 25 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 25 Update HIMS — candidate.roundup
SBUXCROXHIMSNKE
Jul 17 Scan Consumer Scan — July 17, 2026 Close
ASLULUNKESBUXCMGDPZHIMSDECK +4 more
Jul 17 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 17 Update HIMS — candidate.roundup
SBUXCROXHIMSNKE
Jul 11 Scan Consumer Scan — July 10, 2026 Close
ASLULUNKESBUXCMGDPZHIMSDECK +4 more
Jul 11 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 11 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 11 Update CROX — candidate.roundup
SBUXCROXHIMSNKE
Jul 7 Scan Consumer Scan
ASLULUNKESBUXCMGDPZHIMSDECK +4 more
Jul 7 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Jul 7 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 7 Update SBUX — candidate.roundup
SBUXCROXHIMSNKE
Jul 5 Article The Software Wipeout Is Mostly Fear — The Quality That's Actually on Sale
WDAYTEAMZSTTDHUBSUPATHORCL +2 more
Jul 2 tweet sector rotation: Tech red → Healthcare/Financials leading (+ 25 bio names)
UNHHIMSLLYJNJVRTXOSCR#biotech-capital-cycle#ai-capex-digestion
Jun 26 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Jun 26 Scan Consumer Scan
ASLULUNKESBUXCMGDPZHIMSDECK +4 more
Jun 26 Update SBUX — candidate.roundup
SBUXCROXNKELULUDPZCMGBRBRHIMS
Jun 25 Update SBUX — candidate.roundup
SBUXCROXNKELULUDPZCMGBRBRHIMS
Jun 25 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Jun 25 Scan Consumer Scan
ASLULUNKESBUXCMGDPZHIMSDECK +4 more
Jun 22 Update HIMS — candidate.roundup
HIMSCROXLULUSBUXNKECMGDPZ
Jun 20 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Jun 20 Scan Consumer Scan
ASCMGCROXCRSRDECKDPZHIMSLULU +4 more
Jun 16 Update Consumer Candidates
CROXDECKNKEHIMSLULUCMGDPZSBUX +4 more
Jun 16 Scan Cultural Thesis Scan
BRBRCROXDPZHIMSLULUNKESBUXTSLA
Jun 16 Scan Consumer Scan
ASCMGCROXCRSRDECKDPZHIMSLULU +4 more
May 29 Scan Insider Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
May 29 Scan Cultural Thesis Scan
BRBRCROXDPZHIMSLULUNKESBUXTSLA
May 29 Scan Consumer Scan
ASCMGCROXCRSRDECKDPZHIMSLULU +4 more
May 29 Update Consumer Candidates
CROXDECKNKEHIMSLULUCMGDPZSBUX
May 11 Catalyst HIMS earnings
HIMS
May 5 Article RFK Jr peptide-policy news: FDA July 2026 review of peptides for 503A bulk list — HIMS uniquely positioned via Feb 2025 CA peptide-facility acquisition — article
HIMSLFMDWW
May 1 Article Channel Beats SKU — Does the GLP-1 Distribution Thesis Generalize?
BIIBBRBRCVSDPZGDRXHIMSLLYLULU#protein-economy +4 more
Apr 28 Scan Monster Scan
AAOIADEAAEHRAEISAFRMAGXALMAMD +4 more
Apr 28 Scan Cultural Thesis Scan
BRBRCROXDPZHIMSLULUNKESBUX
Apr 28 Scan Consumer Scan
ASCMGCROXCRSRDECKDPZHIMSLULU +4 more
Apr 27 Reference YOLO Playbook
ABBVAMDARKKARMASASANAVGOBE +4 more
Apr 27 Reference Claude-Trader Playbook
ABBVABTADBEASANAVGOCEGCLXCOP +4 more
Apr 27 Reference Claude-Momentum Playbook
ABBVAMZNARMASANAVGOCRMCRSPCRWD +4 more
Apr 26 Discord Dumb Money is doing a peptides podcast. Let's front run them
HIMSWST
Apr 26 Scan Cultural Thesis Scan
BRBRCROXDPZHIMSLULUNKESBUX
Apr 26 Scan Consumer Scan
ASBRBRCMGCROXCRSRDECKDPZHIMS +4 more
Apr 26 Update Consumer Candidates
CMGCROXDECKDPZHIMSLULUNKESBUX
Apr 26 Article Daily Actions
ABBVABTALABALERTAMDAMZNARMAS +4 more
Apr 25 Discord Dumb Money is doing a peptides podcast. Let's front run them
HIMSWST
Apr 13 Scan Cultural Thesis
BRBRCROXDPZHIMSLULUNKESBUX
Apr 13 Scan Consumer Scan
ASCMGCROXCRSRDECKDPZHIMSLULU +4 more
Apr 12 Source GLP-1 Protein Cultural Signals
BRBRLLYNVOHIMS#protein-economy
Apr 10 Scan Consumer Scan
ASCMGCROXCRSRDECKDPZHIMSLULU +4 more
Apr 10 Update Consumer Candidates
CMGCROXDECKDPZHIMSLULUNKESBUX
Apr 9 Source @aleabitoreddit — 30 random US stocks I like today and why
INTCMRVLTSMCOHRRKLBDRAMAVGOAMZN#optical-supercycle#ai-power-bottleneck#gulf-infrastructure-strike#war-ends-playbook#protein-economy +5 more
Apr 3 Scan Consumer Scan
ASCMGCROXCRSRDECKDPZHIMSLULU +4 more
Apr 3 Update Consumer Candidates
CMGCROXDECKDPZHIMSLULUNKESBUX
Mar 31 Scan Insider Universe
AAPLAKAMAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Scan Consumer Scan
ASCMGCROXCRSRDECKDPZHIMSLULU +4 more
Mar 31 Update Consumer Candidates
CMGDECKDPZHIMSLULUNKESBUX
Mar 26 Scan Consumer Scan
ASCMGCROXCRSRDECKDPZHIMSLULU +4 more
Mar 26 Update Consumer Candidates
CMGDECKDPZHIMSLULUNKESBUX
Mar 24 Podcast Dumb Money Live — End of War Trades
COPXJETSUAEAMZNHOODSKMBENVDA#war-ends-playbook +4 more
Mar 24 Scan Consumer Scan
ASCMGCROXCRSRDECKDPZHIMSLULU +4 more
Mar 24 Update Consumer Candidates
ASCMGDPZHIMSLULUNKESBUX
Mar 20 Scan Consumer Scan
ASCMGCROXDECKDPZHIMSLULUNKE +3 more
Mar 20 Update Consumer
ASCMGCROXDECKDPZHIMSLULUNKE +1 more
Mar 13 Scan Consumer Scan
ASCMGCROXDECKDPZHIMSLULUNKE +3 more
Mar 13 Update Consumer
ASCMGCROXDECKDPZHIMSLULUNKE +1 more
Mar 12 Scan Tech Insider Buys Scan
AAPLAKAMAMDAMZNANETARMASMLAVGO +4 more
Mar 12 Scan Consumer Scan
ASCMGCROXDECKDPZHIMSLULUNKE +3 more
Mar 12 Update Consumer
CMGCROXDECKDPZHDHIMSLOWLULU +2 more
Mar 11 Scan Insider Activity Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
Mar 11 Scan Consumer Scan
ASCMGCROXDECKDPZHIMSLULUNKE +4 more
Mar 11 Update Consumer
CMGCROXDECKDPZHDHIMSLOWLULU +2 more
Mar 10 Article Market Status Report (UPDATED w/ Fresh Close Prices)
ADBEAMDAMZNARKKASASANAVGOCEG +4 more
Mar 10 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Mar 10 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Mar 10 Scan Consumer Scan
ASCMGCROXDECKDPZHIMSLULUNKE +4 more
Mar 10 Update Consumer
CMGCROXDECKDPZHDHIMSLOWLULU +1 more
Mar 3 Article Market Status Report
ADBEAMDAMZNARKKASASANASMLAVGO +4 more
Mar 3 Scan Insider Activity Scan
AAPLABNBADBEAFRMAMDAMZNASANAVGO +4 more
Mar 3 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Mar 3 Scan Consumer Scan
CMGCROXDECKDPZHIMSLULUNKESHOP
Mar 3 Update Consumer
CMGCROXDECKDPZHDHIMSLOWLULU +1 more
Mar 3 Article Daily Actions
ADBEAMDAMZNARKKARMASASANASML +4 more
Feb 26 Article Market Status Report
ADBEAFRMAMDAMZNARKKASASANBE +4 more
Feb 26 Update Portfolio - Main Snapshot
AAPLADBEALNYAMZNASMLAVGOBECEG +4 more
Feb 26 Scan Insider Scan
AAPLABNBAFRMAMZNASANAVGOCRSPCRWD +4 more
Feb 26 Scan Consumer Scan
CMGCROXDECKDPZHIMSLULUNKE
Feb 26 Update Consumer
CMGCROXDECKDPZHDHIMSLOWLULU +1 more
Feb 26 Article Daily Actions
ADBEAFRMAMDAMZNARKXARMASANAVGO +4 more
Feb 23 Scan Insider Activity Scan
ASANTSLACRSPCRMPINSZSHIMSU +4 more
Feb 22 Article Market Status Report
ADBEAMDAMZNARKKASASANAVGOBE +4 more
Feb 22 Scan Insider Scan
ABNBAFRMAMDAMZNASANAVGOCRMCRSP +4 more
Feb 22 Scan Consumer Scan
CMGCROXDECKDPZHDHIMSLOWLULU +1 more
Feb 22 Update Consumer
CMGCROXDECKDPZHDHIMSLOWLULU +1 more
Feb 22 Article Daily Actions
ADBEAMDAMZNARKKARMASANBECRM +4 more
Feb 16 Article Market Status Report
ADBEAMZNARKKASASANBECEGCL +4 more
Feb 16 Scan Insider Scan
ABNBAFRMAMZNASANAVGOCRMCRSPHIMS +4 more
Feb 16 Scan Consumer Scan
CMGCROXDECKDPZHDHIMSLOWLULU +1 more
Feb 16 Update Consumer
CMGCROXDECKDPZHDHIMSLOWLULU +1 more
Feb 11 Article Market Status Report
AAPLADBEAMZNARKKASAVGOBECRM +4 more
Feb 11 Scan Insider Scan
CRMCSCOGILDHIMSINTUISRGJNJLEGN +4 more
Feb 11 Scan Consumer Scan
CMGCROXDECKDPZHDHIMSLOWLULU +1 more
Feb 11 Update Consumer
CMGCROXDECKHIMSLULUNKE
Feb 11 Article Daily Actions
AAPLADBEAMDAMZNBEBIIBCEGCL +4 more
Feb 9 Article Market Status Report
AAPLADBEAMDAMZNASAVGOBECEG +4 more
Feb 9 Scan Retail Scan
AMZNANFCMGCOSTCROXDECKDPZHD +4 more
Feb 9 Scan Insider Scan
AMZNHIMSINTULEGNPANWSHOPSNOWWDAY
Feb 9 Scan Consumer Scan
CLCOSTCROXDECKHDHIMSKOLOW +4 more
Feb 9 Article Daily Actions
AAPLAMDAMZNBEBIIBCEGCLCLX +4 more
Feb 5 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Feb 5 Scan Consumer Sector Scan
ANFASBIIBCLCLXCMGCOSTCROX +4 more