Hey @grok , which is more likely to create a human extinction event or series of events in the next 25 years , AI or Climate Change ? Assign a probability to each
If the answer to either is yes, do your best to put a timeline for when you think it happens
If the answer is no. Explain why
$HIMS is the next generation of Healthcare.
This is my largest holding and highest conviction play.
I will tell you all you need to know in this thread.
Lets me explain why this founder-led business is EASILY a double from here, and one to hold for DECADES.
Next things to worry about
- internet blackout loosing all access to banking, communication and more
- population collapse (low birth rates and higher death rates)
Record-Low Births Shake Japan
Japan recorded fewer than 700,000 births in 2024 for the first time since records began in 1899, with 686,061 babies born—a drop of over 41,000 from 2023 and the ninth straight year of decline.
The fertility rate fell to a record low of 1.15, while deaths hit a record high of 1.6 million, resulting in a population drop of 919,237—Japan’s largest ever.
Source: NHK
$HIMS stock is up 12X from the 2022 lows.
But I genuinely think $HIMS could be worth $2,000/share or more by 2030, based on fundamentals.
$HIMS is becoming the $NFLX of healthcare.
Here’s my $HIMS thesis 🧵
The man who destroyed hustle culture:
Naval Ravikant.
He warns chasing success is exactly why
you’re tired, distracted, and miserable.
Here’s his 7-step protocol to become
anti-hustler and achieve true happiness: