Over the past couple of years, I’ve had a very straightforward feeling: the market is increasingly willing to pay a premium for companies that “make troublesome things easier.”
It doesn’t necessarily have the most hardcore technology tickets, and it doesn’t necessarily have the best storytelling.
As long as it hits a real, enduring demand that exists in the long run—where users are too lazy to switch—then the capital will come back again and again.
$HIMS feels like it’s on that path.
From what I understand, it’s broadly still in the healthy consumption direction. Even the name is pretty direct. What it does is bring certain health services that originally weren’t so convenient into more accessible entry points.
I’ve always been wary of underestimating this kind of track.
It’s not one of those concepts that blows over like a passing wind. If you really build it, user habits, brand mindshare, and repeat-purchase stickiness will gradually accumulate.
Last night when I was flipping through the Binance TradFi rankings, I saw it listed near the front of the U.S. stock perpetuals continuous gains leaderboard. I didn’t get excited right away.
At a price of $31.85, it’s up 3.11% over the past 24 hours. It even touched $33.22 in the middle, with a low of $30.12.
What does that indicate?
It shows it’s not the kind of stock that just lies there and slowly grinds upward. In the intraday trading, some people are picking it up, while others are selling it back down—there’s real, substantive disagreement.
But I actually like this kind of strength with differing opinions.
I’ve chased stocks that were too unanimously loved before. After chasing them, you end up knowing what it feels like to be stuck “on standby.”
Another point that makes me lean more bullish is that it has gained some heat, but it hasn’t reached the level where it’s crowded and uncomfortable.
24-hour trading volume is $3.26M USDT—not cold.
Open contract positions are 26,646 lots as well, which also suggests plenty of people are watching it.
But the funding rate is still +0.0000%. That “taste” is kind of interesting.
The price is moving, and attention is rising—but on the perpetual side, there hasn’t been that frantic, stampede-like rush to the same direction.
With this kind of order book, it’s often more pleasant to look at than one that’s pushed purely by emotion.
I also don’t want to把话说满.
The healthy consumption storyline is easy to talk about, and it’s also easy for the market to talk it up too much.
As long as the growth later doesn’t meet expectations, or if sentiment switches from offense to defense, pullbacks in this kind of stock also won’t be polite.
My own stance is very straightforward.
I’m leaning more bullish on this stock—and I’m the type who’s willing to put it into a continuous observation list. If you ask me whether I’ll chase the most aggressive move, then most likely I’ll still wait for a pullback—because that feels more comfortable.
The market turns faster than flipping a book. Keep a bit of position. $HIMS #美股
It doesn’t necessarily have the most hardcore technology tickets, and it doesn’t necessarily have the best storytelling.
As long as it hits a real, enduring demand that exists in the long run—where users are too lazy to switch—then the capital will come back again and again.
$HIMS feels like it’s on that path.
From what I understand, it’s broadly still in the healthy consumption direction. Even the name is pretty direct. What it does is bring certain health services that originally weren’t so convenient into more accessible entry points.
I’ve always been wary of underestimating this kind of track.
It’s not one of those concepts that blows over like a passing wind. If you really build it, user habits, brand mindshare, and repeat-purchase stickiness will gradually accumulate.
Last night when I was flipping through the Binance TradFi rankings, I saw it listed near the front of the U.S. stock perpetuals continuous gains leaderboard. I didn’t get excited right away.
At a price of $31.85, it’s up 3.11% over the past 24 hours. It even touched $33.22 in the middle, with a low of $30.12.
What does that indicate?
It shows it’s not the kind of stock that just lies there and slowly grinds upward. In the intraday trading, some people are picking it up, while others are selling it back down—there’s real, substantive disagreement.
But I actually like this kind of strength with differing opinions.
I’ve chased stocks that were too unanimously loved before. After chasing them, you end up knowing what it feels like to be stuck “on standby.”
Another point that makes me lean more bullish is that it has gained some heat, but it hasn’t reached the level where it’s crowded and uncomfortable.
24-hour trading volume is $3.26M USDT—not cold.
Open contract positions are 26,646 lots as well, which also suggests plenty of people are watching it.
But the funding rate is still +0.0000%. That “taste” is kind of interesting.
The price is moving, and attention is rising—but on the perpetual side, there hasn’t been that frantic, stampede-like rush to the same direction.
With this kind of order book, it’s often more pleasant to look at than one that’s pushed purely by emotion.
I also don’t want to把话说满.
The healthy consumption storyline is easy to talk about, and it’s also easy for the market to talk it up too much.
As long as the growth later doesn’t meet expectations, or if sentiment switches from offense to defense, pullbacks in this kind of stock also won’t be polite.
My own stance is very straightforward.
I’m leaning more bullish on this stock—and I’m the type who’s willing to put it into a continuous observation list. If you ask me whether I’ll chase the most aggressive move, then most likely I’ll still wait for a pullback—because that feels more comfortable.
The market turns faster than flipping a book. Keep a bit of position. $HIMS #美股