食草贝塔

🇨🇦
佛系炒股。
$GRAB, $HIMS, $NOW, $UNH, $COST, $BRK.b

[食草贝塔 @RisingBridge]

@WallStSultan can $HIMS acquire $RO? Every time this line is in between hims and hers. It bothers me.

[食草贝塔 @RisingBridge]

@tts8964 可能死了。

[食草贝塔 @RisingBridge]

@lazydjay 相思成灾😂

[食草贝塔 @RisingBridge]

@JadeWan97600889 你其实不配移民加拿大的。

[食草贝塔 @RisingBridge]

@fenseanna 男的要是没经验，怎么发现？还是男权意识，自己怎么都行，女的就不可以。真是让人反胃。

[食草贝塔 @RisingBridge]

$GRAB 我的第一重仓，什么时候能翻身？等得有点麻木，却一股没卖，最近还又加了一点。

[食草贝塔 @RisingBridge]

@jason_chen998 陪了这么久，竟然没成为孩子妈，奇迹。

[食草贝塔 @RisingBridge]

@yeyusam1 难道不是在上一任期内就高过了吗？

[食草贝塔 @RisingBridge]

@free_and_true 打仗啊，战时总统自动连任。

[食草贝塔 @RisingBridge]

同理，如果大家已经为某CEO的宏大未来之愿景提前买了单，就算以后愿景被实现，股价也应该没有太大的波动。

[食草贝塔 @RisingBridge]

经常看到有人说，某某公司五年内Revenue增加了三倍，股价却原地踏步，所以是被严重低估了。这个论断是偏颇的，股价反映的是人们对公司未来的增长预期，如果五年前就已经断定未来营收会增三倍，那五年前的价格里就已经包含了这个增速，现在股价不变是对的。

[食草贝塔 @RisingBridge]

@maitian99 AI记性好，有一天它统治世界了，你骂它的话，���百倍千倍还给你。😂

[Christian Darnton @CMDarnton0]

JUST FINISHED READING $HIMS Q1 2026 EARNINGS.

-> DEMAND IS EXPLODING.
-> THE BUSINESS IS REACCELERATING.
-> AI, DIAGNOSTICS, PEPTIDES, AND PERSONALIZATION = ONLY JUST BEGINNING.

BUYING MORE TOMORROW.

👇

My overall view following this quarter is that Hims & Hers is now better positioned than ever to capitalize on what could become a multi-trillion-dollar shift toward personalized, preventative, and AI-driven healthcare.

Over the past two quarters, the business has had to navigate several major short-term headwinds simultaneously, including:

1. The fallout and later reinstatement of the Novo Nordisk partnership
2. The transition away from compounded GLP-1 products
3. The sexual health business transition
4. Revenue recognition changes tied to shipping cadence adjustments

These factors temporarily slowed the business and created the perception that growth was stagnating.

However, considering the scale of these transitions occurring all at once, the company has actually executed remarkably well.

Importantly, this quarter further disproved the narrative that the business was overly dependent on compounded GLP-1s or solely reliant on the weight loss category.

Just a year ago, many argued that the compounding transition would severely damage the company and potentially cut the subscriber base dramatically. That simply has not happened.

Instead, management now expects a meaningful reacceleration in the business, particularly within the U.S. market, which is the primary driver behind the company’s increased full-year guidance toward $3 billion in revenue.

Several developments stand out as especially important:

1. Management stated that current customer demand exceeds even prior peak periods, including some of the strongest campaigns in 2025

2. The Novo Nordisk partnership appears to be performing significantly better than expected

3. The business is aggressively investing into AI, diagnostics, personalization, wearables, and longitudinal health data

4. These investments are reinforcing the company’s competitive moat in ways that many competitors likely cannot replicate economically

5. Management believes the company is exceptionally well positioned to capitalize on the future peptide and longevity market

6. The Eucalyptus acquisition is not yet included in current guidance, providing additional upside potential

International expansion continues, while the core U.S. business itself is now reaccelerating

What is increasingly clear is that Hims & Hers is evolving far beyond a traditional telehealth company.

Management is building a vertically integrated healthcare ecosystem centered around AI, diagnostics, proactive medicine, personalization, and continuous patient engagement.

The long-term vision appears to be a platform serving tens of millions of subscribers globally, where healthcare becomes increasingly personalized, data-driven, preventative, and integrated directly into everyday life.

In my view, this business still appears to be in the very early stages of that transformation.

[Bio Hack 🫀 @Xbiohack]

6 Signs an elderly person may be in their last year

[食草贝塔 @RisingBridge]

@ArtofSpecuycky 我也喜欢$NOW。只是第一条，川普Q1均价105买入，他卖没卖我们��知道吧？要等Q2披露。

[食草贝塔 @RisingBridge]

@himself65 伯克希尔卖在第一季度，股价当时应该在历史低点，所以是亏本出到。$UNH大涨是四月开始的。

[食草贝塔 @RisingBridge]

@Appraiser008 这是古妆一个极窄的分支，叫金莲风。😂

[食草贝塔 @RisingBridge]

@stats_feed Drone

[食草贝塔 @RisingBridge]

$HIMS
这算是被诺贝尔得主的大脑加持过了。

[Hims House @himshouse]

🚨 BREAKING: FULLER & THALER BUYS 1.42 MILLION SHARES OF $HIMS IN Q1

- Fuller & Thaler is a hedge fund with $29B assets under management
- Founded by Russell Fuller and @R_Thaler, one of the most famous living behavioral economists & winner of the 2017 Nobel Prize for Economics

[BBC News (World) @BBCWorld]

Alberta judge tosses out petition for province to separate from Canada https://t.co/zKsrs4e6NA