HIMS
Hims & Hers Health, Inc.
stock NYSE

Ok
Scenario 1: HIMS breaks above yesterday's high, I predict that it will go up so I enter a long position
Scenario 2: Hims breaks above yesterday's high, I wait for it to pull back and retest the high, it retests and prints a hammer candle bouncing off the high, I react and enter a long position and manage my risk
I can see the confusion because technically you predict and then react to your prediction, the difference is reacting to the prediction and reacting to price action

Fuck my life, looked at Applovin and HIMS and chose HIMS.. Applovin fucking surged. Morale of the story is next time choose both.

HIMS

Should I learn from my HIMS mistake and not buy HOOD 100c weekly or will HOOD hit 100?

Depends on definition of "exit".
Long term players don't care about such crashes, stocks I bought before 2008 hasn't been touch since and will be kept until retirement (at this rate, I'd have to work until I kick the bucket with shrinkflation). Shorter term like stocks during pandemic lows, those can be sold for profit and diversified to new and upcoming companies that I like (eg: SOFI, PLTR, HIMS, ELF, etc).
So in short, any dips is a good time to rebalance but isn't exactly the same as exit.

Started Jan this year, didn’t go all in then but a lot of picks took off so didn’t want to mess my entries. sitting on some cash now and don’t know what to do but wanted thoughts.
Deffo should of gone harder on that $HIMS dip/entry

Time for GRAB, HIMS to their thing

You can use HIMS for Erectile Dysfunction.

HIMS

Even if HIMS face lawsuit
1. It would take years to settle.
2. GLP-1 accounts only about 15% of revenue.
-35% is totally unjustified for the risk of losing just 15% revenue stream.

I’m always careful to fall into the mainstream traps…meme stocks and pump and dumps.
Let’s talk about “pump and dumps” for a second, shall we? So most people like to $hit on small cap stocks, and a lot deserve to be, but that’s disingenuous. Just because your friend is going through a tough spot, do you just drop them for dead and wish them luck with their life problems? Amazingly, a lot do.
Same with stocks. Companies are living, breathing machines. Machines fail. They falter. They need maintenance. They need revisions. They need rebuilding from time to time.
So wasn’t $HIMS and $CRWV and $CRCL exhibited “pump and dump” characteristics? Just saying….

HIMS recovering nicely, was thinking to exclude it on my next dca until I hear further news, but eh, market dosn't care.

!banbet HIMS $55 5d

balls deep on HIMS

Is HIMS still a buy?

Stocks made a swift and historic comeback from the market's April bottom, with the S&P 500 (\^GSPC) closing at a record high on Friday.
Now, as the first half of 2025 draws to a close, overarching risks are all but removed. From tariff-driven inflation pressures to conflicting economic signals and murky data, what lies ahead is anything but straightforward.
"We are going to see an inflation reacceleration that will be tariff-induced," EY chief economist Greg Daco told Yahoo Finance on Friday. "There's more pressure to come into the economy \[and that will lead to\] income erosion and a consumer spending slowdown. That is really the picture that we should expect in the second half of this year."
Stocks like AVGO, MU, BGM, HIMS, NKE, and AVAV could see shifting interest amid evolving inflation and consumer trends.

source: [investing.com](http://investing.com)
**Nike (NYSE:NKE)**
Nike shares surged Friday after the company posted its latest quarterly earnings, topping consensus expectations for profit and revenue.
The sportswear giant’s CEO, Elliott Hill, stated that the company is “turning the page and the next step is aligning our teams to lead with sport. through what we are calling the sport offense.”
Reacting to the report, HSBC upgraded Nike to Buy from Hold, raising its target for the stock to $80 from $60 per share.
“We think there is more than tangible evidence that Nike has a path to see its sales rebound in the not-too-distant future, and its margins to be repaired, and this despite an unfavourable tariff headwind which the group believes could weigh for 75bps on gross margin in FY May 2026,” the bank wrote in a note to clients.
Nike shares are on course to gain more than 20% over the last week.
**Nvidia (NASDAQ:NVDA)**
Nvidia shares hit a new all-time high for the first time since January this week. The stock has risen by more than 9% in the last week.
Furthermore, the company is nearing a market capitalization $4 trillion.
In a note to clients Friday, Wedbush analysts said “the race to $4 trillion market cap has begun with Microsoft (NASDAQ:MSFT) and Nvidia nearing,” adding both companies are “foundational pieces of building on the biggest tech trend we have seen in our 25 years covering tech stocks.”
**Hims & Hers Health**
HIMS shares tumbled more than 34% on Monday, with the stock down around 22% in the last week.
Monday’s plunge came after Novo Nordisk (NYSE:NVO) terminated a short-lived deal to sell its Wegovy weight-loss drug through Hims & Hers Health.
Novo said it ended the collaboration due to “Hims & Hers deceptive promotion and selling of illegitimate, knockoff versions of Wegovy® that put patient safety at risk.”
**AeroVironment (NASDAQ:AVAV)**
AVAV surged this week, gaining around 45% after reporting quarterly earnings that impressed investors and analysts alike. The company beat consensus earnings and revenue expectations.
“4Q25 results were better-than-anticipated,” said analysts at Stifel. “We are positive on management’s plans to accelerate CapEx spending as we expect investors to begin to look more favorably on organic growth investments in new defense tech.”
The firm reiterated its Buy rating and $240 target price on AVAV shares.
**Core Scientific**
Core Scientific stock also surged this week, gaining more than 33% on Thursday after reports emerged that CoreWeave, a provider of artificial intelligence cloud infrastructure, is once again in advanced talks to acquire the bitcoin mining and hosting company.
According to a report by The Wall Street Journal, the two firms could finalize a transaction in the coming weeks, provided negotiations proceed smoothly.
Following the reports, Jefferies analysts stated in a note: “In our view, the combination of the two makes strategic sense for CRWV to vertically integrate its infrastructure, reduce opex, and use the CORZ platform to grow its DC development pipeline.
“We estimate a potential takeout value range of $16-$23."
Core Scientific shares are up approximately 40% in the last week.
**Circle**
Last week, Circle made the list as its stock gained significant momentum following its market debut earlier this month.
The company’s shares were also boosted last week by news that the U.S. Senate had approved a milestone stablecoin bill, which could bring regulatory clarity to the cryptocurrency sector.
However, the stock has since pulled back, down around 21% in the last week.
AVAV, MSFT, BGM, MU, HIMS, and NKE may attract attention as investors rotate across AI infrastructure, consumer recovery, and emerging tech trends.
In a note to clients this week, Compass Point initiated coverage on CRCL with a Neutral rating and a $205 price target. The firm pointed to both its leadership in regulated stablecoins and challenges in distribution as reasons for its cautious rating.
Analysts noted that stablecoins could disrupt traditional finance by disintermediating banks and payment networks.

I love investing into different themes like Space, LLM, Cyber security but always struggle with finding the best stocks in each theme. Recently saw some work around leveraging AI for this task and built a simple web app that extracts 5-10 top stocks for different themes, and plot their performance against S&P. Here are my favorite.
# LLMs
Performance 1Y: 66%
Stocks (equally weighted): MSFT, NVDA, AMZN, META, GOOGL, PLTR, CRM, IBM, SNOW, AI
# Quantum Computing
Performance 1Y: 637%
Stocks: MSFT, NVDA, IBM, GOOGL, IONQ, QBTS, RGTI
# Cyber Security
Performance 1Y: 33%
Stocks: MSFT, GOOGL, AVGO, PANW, CRWD, OKTA
# Digital Healthcare
Performance 1Y: 61%
Stocks: VEEV, DXCOM, IQV, HIMS, DOCS, TEM
Obviously there is absolutely no guarantee that these would continue to go up, but I've been following these portfolios for the last 3 months and they've done pretty great.
Let me know if you have any other names you'd like to build a portfolio for. I can quickly run and get some stats and stocks.

WMT HIMS GOOG. Let’s ride

The previous week I had my eyes on a market pullback due to the rising Iran/Israel conflict. Now in hindsight that seems like it was a nothing burger and the market continues to go higher. The broader indices has now made ATHs and once again I am eyeing a potential pullback before reclaiming to ATHs again. Cash strapped and eyes open for any opportunities that may arise.
Let's get into this week's trade:
**$HIMS**
$HIMS had a dramatic drop this week due to $NVO ending its partnership. The market pulled back drastically on this headline, I saw an opportunity and took it. Although $HIMS does have an ongoing revenue stream in GLP-1s, I believe that this was an overreaction since HIMS does not solely rely on GLP-1s for growth and revenue. Given its strong cash balance and growth this play was a no brainer for me as I am bullish on HIMS long term. I opened $38 strike cash secured puts for $64 credit and closed the next day for a net profit of $36
* **06/23/2025 Sell to Open:**
* HIMS 06/27/2025 38.00 P
* Net Credit: $64
* **06/24/2025 Buy to Close:**
* Debit: -$28
* Net Profit: $36
I closed this trade early given the volatility of HIMS, there was a possibility of HIMS continuing to drop below $40 and hitting the support zone around $38 ish. I saw that the trade was over 50% and wanted to regroup if HIMS did continue to drop to better position myself in terms of cash secured puts.
**$TSLL**
The past Sunday was Tesla Robotaxi event, the market seemed to have sold the news in addition to declining vehicle sales in the EU. I saw this as an opportunity so once again I took it. Given that I am bullish long term on TSLA as an AI/Robotics company I remain cautious and continue to tread lightly especially on $TSLL since it is a leveraged product of $TSLA. I opened 2 contracts of $10.5 strike cash secured puts and will roll for additional net credits as needed.
* **06/25/2025 Sell to Open:**
* TSLL 07/03/2025 10.50 P
* Net Credit: $17
* **06/25/2025 Sell to Open:**
* TSLL 07/03/2025 10.50 P
* Net Credit: $22
**$IREN**
Last week I had opened a position in $IREN, as I continue to closely monitor $IREN as another neo-cloud hyperscaler in likes of $CRWV and $NBIS. If the market does pullback I will continue to deploy cash secured puts on $IREN if the opportunity presents itself. For this week I bought to close for $1 debit. Bringing my total net profit to $13.
* **06/20/2025 Sell to Open:**
* IREN 06/27/2025 9.50 P
* Net Credit: $14
* **06/25/2025 Buy to Close:**
* IREN 06/27/2025 9.50 P
* Debit: -$1.00
* Net Profit: $13
**$LUNR**
This week I continued to roll LUNR before closing the trade for a net profit of $40 from all the previous net credit rolls.
* **06/25/2025 Buy to Close:**
* LUNR 06/27/2025 10.00 P
* Debit: -$12
* **06/25/2025 Sell to Open:**
* LUNR 07/03/2025 10.00 P
* Credit: $28
* Net Credit from rolling: $16
* **06/26/2025 Buy to Close:**
* LUNR 07/03/2025 10.00 P
* Debit: -$13
* Net Profit from all previous rolls: $40
I closed LUNR as I wanted to free up cash and better position myself in the event of any downturn and the trade was over 50% after the roll so it made sense to close given that it was still a week left until expiration.
**$GME**
I had a $21.50 strike cash secured puts opened last week citing the demand zone that I was targeting. This played out nicely and my total net profit is $24.
* **06/18/2025 Sell to Open:**
* GME 06/27/2025 21.50 P
* Net Credit: $24
* Net Profit on expiration: $24
**As of June 29, 2025, here's what's in my portfolio:**
* 2 cash secured puts on $TSLL at $10.5 strike (07/03 expiry)
* $6,855.96 Cash reserves for potential market pullback opportunities
* I still maintain a weekly $100 deposit on Wed and Fri splits.
YTD realized gain of [$1,189.19](https://sellingoptionshq.com/blog/road-to-100k-week-20#realized) and a win/loss ratio of [60.30%](https://sellingoptionshq.com/blog/road-to-100k-week-20#realized).
All time portfolio performance can be viewed on my blog. Good out look there and happy early July 4th!