V
VISA Inc.
stock NYSE

I’ll talk big on red days too. It’s impossible for this thing not to just V the next day or 2. They absolutely have no ability to keep this market down 

V wap here we come

Vance Frost | Clinical Ops Analyst | 20 yrs clinical
CEO controls \~90% of voting power via super-voting Class V shares. HIMS built a real cash-pay subscription platform. Then it stepped into the one lane where "scale first, compliance later" doesn't fly.
Two businesses, one ticker:
1. The boring one that works: hair/ED/derm/mental health subscriptions.
2. The risky one: mass-marketed compounded GLP-1s pushed through a national funnel.
Why the GLP-1 lane got ugly:
* Feb 21, 2025: FDA said the semaglutide injection shortage was resolved.
* Sep 2025: FDA warning letter (dba Hers): marketing implying compounded semaglutide was the same as FDA-approved product = false/misleading; misbranding language.
* Feb 2026: FDA/HHS signaled enforcement posture; Reuters reported HHS said it would refer the matter to DOJ (civil or criminal exposure possible).
* Feb 9, 2026: Novo Nordisk filed a patent suit (reported), seeking to stop sales and pursue damages.
Balance sheet reality: Liquidity \~$1.1B (as stated in shareholder letter). Convertible notes: \~$1.0B principal due 2030 (fair value \~$1.12B as of Sep 30, 2025 per 10-Q). If the stock stays far below conversion, that's just debt.
Bottom line: The platform is real. But if your growth engine lives inside the enforcement line around mass marketing non-approved compounded GLP-1s, that revenue is conditional. Not durable.
What's your read... is the non-GLP-1 business strong enough to carry HIMS through this, or does the regulatory/legal overhang poison the whole ticker?
Disclosure: No position in HIMS. Not investment advice. Not medical or legal advice. Sources: SEC filings, FDA publications, and Reuters reporting on related regulatory/legal actions.
 

Short $V PDS $315/$310 for $1.80 - 4 Contracts - expires next Friday

Vance Frost | Clinical Ops Analyst | 20 yrs clinical
CEO controls \~90% of voting power via super-voting Class V shares. HIMS built a real cash-pay subscription platform. Then it stepped into the one lane where "scale first, compliance later" doesn't fly.
Two businesses, one ticker:
1. The boring one that works: hair/ED/derm/mental health subscriptions.
2. The risky one: mass-marketed compounded GLP-1s pushed through a national funnel.
Why the GLP-1 lane got ugly:
* Feb 21, 2025: FDA said the semaglutide injection shortage was resolved.
* Sep 2025: FDA warning letter (dba Hers): marketing implying compounded semaglutide was the same as FDA-approved product = false/misleading; misbranding language.
* Feb 2026: FDA/HHS signaled enforcement posture; Reuters reported HHS said it would refer the matter to DOJ (civil or criminal exposure possible).
* Feb 9, 2026: Novo Nordisk filed a patent suit (reported), seeking to stop sales and pursue damages.
Balance sheet reality: Liquidity \~$1.1B (as stated in shareholder letter). Convertible notes: \~$1.0B principal due 2030 (fair value \~$1.12B as of Sep 30, 2025 per 10-Q). If the stock stays far below conversion, that's just debt.
Bottom line: The platform is real. But if your growth engine lives inside the enforcement line around mass marketing non-approved compounded GLP-1s, that revenue is conditional. Not durable.
What's your read... is the non-GLP-1 business strong enough to carry HIMS through this, or does the regulatory/legal overhang poison the whole ticker?
Disclosure: No position in HIMS. Not investment advice. Not medical or legal advice. Sources: SEC filings, FDA publications, and Reuters reporting on related regulatory/legal actions.
 

Haftpflicht, rechtsschutz und KFZ haftplficht habe ich bei der Huk
meine Auslandskrankenversicherung bei der R+V
BU ist pber meine gewerkschaft. Ist ein Konsortium aus Allianz, Swiss Life und R+V

They ain’t scared one bit when every red candle creates an automatic V response 

OK haha stop kidding around SPY...stop loss triggered..let's go back up now on a patented V

$SNDK $MU massive V shaped recovery holy shit

Vance Frost | Clinical Ops Analyst | 20 yrs clinical
CEO controls \~90% of voting power via super-voting Class V shares. HIMS built a real cash-pay subscription platform. Then it stepped into the one lane where "scale first, compliance later" doesn't fly.
Two businesses, one ticker:
1. The boring one that works: hair/ED/derm/mental health subscriptions.
2. The risky one: mass-marketed compounded GLP-1s pushed through a national funnel.
Why the GLP-1 lane got ugly:
* Feb 21, 2025: FDA said the semaglutide injection shortage was resolved.
* Sep 2025: FDA warning letter (dba Hers): marketing implying compounded semaglutide was the same as FDA-approved product = false/misleading; misbranding language.
* Feb 2026: FDA/HHS signaled enforcement posture; Reuters reported HHS said it would refer the matter to DOJ (civil or criminal exposure possible).
* Feb 9, 2026: Novo Nordisk filed a patent suit (reported), seeking to stop sales and pursue damages.
Balance sheet reality: Liquidity \~$1.1B (as stated in shareholder letter). Convertible notes: \~$1.0B principal due 2030 (fair value \~$1.12B as of Sep 30, 2025 per 10-Q). If the stock stays far below conversion, that's just debt.
Bottom line: The platform is real. But if your growth engine lives inside the enforcement line around mass marketing non-approved compounded GLP-1s, that revenue is conditional. Not durable.
What's your read... is the non-GLP-1 business strong enough to carry HIMS through this, or does the regulatory/legal overhang poison the whole ticker?
Disclosure: No position in HIMS. Not investment advice. Not medical or legal advice. Sources: SEC filings, FDA publications, and Reuters reporting on related regulatory/legal actions.
 

I can’t tell if we’re at the bottom of the V or we’re kicking out before falling another 10% 😂

$HAI.TO $TMG.V and $CHER.V were positively featured in Stocks & Stones this week in Mathieu Martin's monthly edition of The Good, The Bad, and The Ugly. Good read! https://stocksandstones.substack.com/p/the-good-the-bad-and-the-ugly-january-132

Krass, vielen vielen Dank für diesen gut recherchierten und durchdachten Beitrag! Ich denke und rechne das Thema auch seit ein paar Wochen intensiv durch.

Erhöhte Zulagen-Obergrenze (mindestens 3000€) und die Möglichkeit, gleicht zwei Depots anzulegen, eröffnet ganz neue Möglichkeiten. Z.B. kann man, bei mindestens 12 Jahren Vertragsdauer, peu a peu Kapital aus dem privaten Depot in ein A.V.Depot "rübersmurfen", um in den Genuss der geringeren Besteuerung zu kommen.
Aber alleine schon die staatlichen Zulagen geben einem schon die Möglichkeit, ein RK1 (Tagesgeld oder ähnliches) Depot mit maximaler Beitragshöhe zu fahren. Die Förderung allein ergibt (je nach Zeitraum) einen effektiven nominalen Zins von über 4 Prozent (ohne die Rendite des RK1 Fonds, die natürlich auch schon mal negativ sein kann). Und das garantiert! Das ist schon heftig für eine sehr risikoarme Anlageform!

where were these V's yesterday when I averaged down to hell on 0dte calls!?!

It’s over. The V never fails. Back to ATH again soon 

$V and $MA trade idea

short V 315.21

My fellow Degenerates - Your 1 minute summary on CHAR Technologies (YES.V) and why its severely undervalued

V shaped recoveries are very rare. I don’t see one playing out without strong external factors

The Date: It delists from the Venture (TSXV) at 4:00 PM today and debuts on the TSX on Tuesday, Feb 17.
This removes the "Venture Penalty." Pension funds and major Canadian ETFs that were structurally prevented from buying RUA.V can now start bidding on RUA.TO on Tuesday.
The Cash Position: RUA just upsized its financing to $25 Million due to "strong investor demand" (priced at $1.10).