HIMS
Hims & Hers Health, Inc.
stock NYSE

There’s bi-partisan legislation likely to be passed in January that will kill HIMS compounding revenue - I wouldn’t touch with a 10’ pole.

Said adieux to HIMS a few days ago

I think I’m going to get into this sector. Some years ago I got into generic prescription drugs. The industry was beaten down because of the opioid epidemic and then took a backseat to vaccine companies during COVID. Anyone who bought in during this time could easily have made 3-10x your money depending on what you bought. Look at tickers like TEVA or HIMS if you need proof.
There is also a big history of these monster companies making big comebacks across different industries through the years. See GE and INTC. DOW provides products and services that other companies don’t on a massive scale that’s definitely worth something.

No one saying NKE or HIMS lolll 💀

HIMS

HIMS, it’s the odd one out in my portfolio. Everything else I would be happy leaving for 10 years, and then there is HIMS which I couldn’t be comfortable leaving idle for a year.

HIMS at a make-or-break level: reclaim 35.02 or ride it back toward 24.07

What do yall think for HIMS?

Because with taxis people don't trust individual taxi drivers, they trust the system. A taxi driver may be drunk, may be a bad driver, may rape or rob you. But Uber approved drivers have an established track record of being safe and clean. The system is trusted more than the individual.
The exact opposite is true of medicine. Most people trust doctors but have a profound distrust of health systems, insurance companies and other profit-focused interests who insert themselves between doctors and patients.
I will allow that right now people do have trouble finding doctors who will give them whatever they want without any concern for proper medicine, whether it be stimulants, GLP1-agonists, ED pills, testosterone injections, etc. HIMS has a great brand of "Get the Drugs You Want, Guaranteed". Medical ethics be damned. That's their only moat.
But it's just a matter of time until those same ethically questionable doctors learn to subtly market themselves as pill mills and break off.

HIMS needs some HIMS

META needs some HIMS

Because they are not a middleman for specialized workers. They are a middleman for one of the most mundane task humans do.
There really isn’t a lot of value to be captured as an individual taxi driver. Compared to doctors who can provide significantly more value.
Think about it this way: before Uber, were there any one man taxi companies? How about before HIMS/telemedicine, were there any one man doctors offices?

HIMS - High Risk High Reward, could 10x in 10 years. I would pick this because I'm a gambler.
AMD - If they step it up like Nvidia, they'll 6x in the 10 year span.
ADBE - I'd hope for a 4x in a 10 year span which beats the market.
Keep in mind the stock market historically nearly 3x's every 10 years, but did 4x this last decade.

The not requiring insurance part might open up doors for them with more people opting to not have ACA. I’m gonna keep looking into HIMS for a long term buy.

Why I Think HIMS Is Undervalued ?

Damn, someone get the market some viagra from HIMS

Of your three, I'd rank them the same way you did:
RKLB - actually has revenue, launches rockets regularly, neutron coming. closest thing to a "real company" in the space sector outside of defense contractors. still risky but there's a business there.
SOFI - turned profitable, growing deposits, expanding products. fintech is crowded but they're executing. reasonable 5-year hold if you believe in the platform play.
ASTS - highest risk/highest reward. no revenue yet, still pre-launch on their commercial constellation. if it works, massive. if delays or tech issues, could drop 70%+. size accordingly.
Worth noting - space names are getting a lift from the SpaceX IPO buzz lately. Good for momentum, but make sure you're buying the company not the hype.
For 5+ years outside mag 7, a couple others worth looking at:
\- NU (Nubank) - latin america fintech, massive TAM, already profitable
\- HIMS - telehealth, controversial but growing fast
\- IONQ - if you want quantum exposure, probably the most established pure-play in that category

Imagine owning HIMS

$HIMS

I think 2026 will be a big year for healthcare HIMS!