Over the past two years, I’ve grown more convinced of one thing: in the healthcare sector, this line is also moving toward being “more convenient, more like a consumer product.”
A lot of people don’t actually not want to see a doctor—they just find it a hassle: the process is long, and it’s hard to speak up.
A platform that connects consultation, repeat purchases, and payments all online naturally has an easier time retaining users than the traditional setup.
I’m slightly more bullish on $HIMS . And it’s not really about chasing today’s spike.
Rather, this kind of company’s imagination isn’t limited to just one deal.
If you bring users in the first time, can you keep selling more services afterward? Can you get repeat purchases to happen? Once that kind of business runs smoothly, the market’s perspective is usually a bit higher than for ordinary retail.
The chart isn’t just hype either.
$HIMS is at $33.68 now. The 24-hour high reached $34.5, the low was $31.68, and it still closed a bit on the high side—showing this move isn’t the type that just blows up and falls apart.
Then look at Binance: on the US stock perpetuals side, it’s ranked near the top in the gainers list. The 24-hour trading volume is $2.31M USDT, which suggests there are already quite a number of people watching it.
But one thing I actually think is fine is that the funding rate is still +0.0000%.
That means it’s not the kind of situation where sentiment is already burning hot and everyone is piling into longs in a frenzy.
Open interest is 23,051 contracts. There is some heat, but not so much crowding—I personally would feel more comfortable.
When I buy this kind of stock, I’m not looking at just one or two days.
I’m looking at this: can an industry that’s fairly traditional, relatively low-frequency, and has had a poor user experience be transformed into a higher-frequency, more convenient entry point?
From what I understand, $HIMS is basically moving in this direction—the name itself is pretty explicit.
Of course, these kinds of stocks also have problems.
Once the market starts doubting that growth is slowing down, or that competition suddenly gets too crowded, valuation cuts can really hurt.
What these companies fear most isn’t that no one is looking—it’s that people suddenly realize, “Oh, it’s not going to be as fast as I thought.”
My stance this time is bullish, and it’s not the kind of bullishness that just follows trending searches.
If you ask me whether I would short directly at this kind of position, then no—I wouldn’t.
If I really wanted to act, I’d rather wait for it to pull back and stabilize, then slowly review my position.
These are my views—your money, you decide. $HIMS #美股
A lot of people don’t actually not want to see a doctor—they just find it a hassle: the process is long, and it’s hard to speak up.
A platform that connects consultation, repeat purchases, and payments all online naturally has an easier time retaining users than the traditional setup.
I’m slightly more bullish on $HIMS . And it’s not really about chasing today’s spike.
Rather, this kind of company’s imagination isn’t limited to just one deal.
If you bring users in the first time, can you keep selling more services afterward? Can you get repeat purchases to happen? Once that kind of business runs smoothly, the market’s perspective is usually a bit higher than for ordinary retail.
The chart isn’t just hype either.
$HIMS is at $33.68 now. The 24-hour high reached $34.5, the low was $31.68, and it still closed a bit on the high side—showing this move isn’t the type that just blows up and falls apart.
Then look at Binance: on the US stock perpetuals side, it’s ranked near the top in the gainers list. The 24-hour trading volume is $2.31M USDT, which suggests there are already quite a number of people watching it.
But one thing I actually think is fine is that the funding rate is still +0.0000%.
That means it’s not the kind of situation where sentiment is already burning hot and everyone is piling into longs in a frenzy.
Open interest is 23,051 contracts. There is some heat, but not so much crowding—I personally would feel more comfortable.
When I buy this kind of stock, I’m not looking at just one or two days.
I’m looking at this: can an industry that’s fairly traditional, relatively low-frequency, and has had a poor user experience be transformed into a higher-frequency, more convenient entry point?
From what I understand, $HIMS is basically moving in this direction—the name itself is pretty explicit.
Of course, these kinds of stocks also have problems.
Once the market starts doubting that growth is slowing down, or that competition suddenly gets too crowded, valuation cuts can really hurt.
What these companies fear most isn’t that no one is looking—it’s that people suddenly realize, “Oh, it’s not going to be as fast as I thought.”
My stance this time is bullish, and it’s not the kind of bullishness that just follows trending searches.
If you ask me whether I would short directly at this kind of position, then no—I wouldn’t.
If I really wanted to act, I’d rather wait for it to pull back and stabilize, then slowly review my position.
These are my views—your money, you decide. $HIMS #美股