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$HIMS · 5 Stocks I Love in May
now playing · $HIMS
$HIMS···bullish· high· posunknown
Hims & Hers rebounds on GLP-1 partnerships and membership model
Hims & Hers resolved its patent lawsuit with Novo Nordisk and now sells branded GLP-1s at $150/month alongside Eli Lilly products, while its weight-loss membership generates near-…
$LYFT···bullish· high· posunknown
Lyft: Demand aggregation in ride-sharing creates value as autonomous supply floods market
As autonomous vehicle supply from Waymo, Mobileye, and others expands, Lyft's demand aggregation becomes more valuable — more supply means faster pickup times and lower costs, gro…
$LYFT···bullish· high· posunknown
Lyft's demand aggregation becomes more valuable as AV supply floods market
Lyft trades at 0.8x EV/sales, 5x forward P/FCF, and 8x P/E while autonomous vehicle supply from Waymo, Mobileye, and others will expand the ride-hail market by lowering wait times…
$GOOGL···bullish· high· posunknown
Alphabet: Easy button in AI with compute-rich cloud, Waymo optionality, and Anthropic/SpaceX stakes
Alphabet owns the full AI stack — models, infrastructure, distribution — plus double-digit stakes in Anthropic and SpaceX. Google Cloud is growing 40%+ with $13.9B operating incom…
$GOOGL···bullish· high· posunknown
Alphabet is the 'easy button' for AI with models, compute, distribution, and lab investments
Alphabet owns the full AI stack — leading models (Gemini), massive compute infrastructure (Google Cloud growing 40%+ with $13.9B operating income), global distribution (Search, Yo…
$ONON···bullish· high· posunknown
On Holding: 35% CAGR at 22x P/E with proven pricing power and premium casual sportswear expansion
Growing 35% 3-year CAGR with 60%+ gross margins at only 22x forward P/E and 3x EV/Sales. Management demonstrated exceptional pricing power by raising prices to offset tariffs with…
$ONON···bullish· high· posunknown
On Holding's pricing power and 35% CAGR justify premium despite 43% drawdown
On Holding grew revenue at a 35% three-year CAGR with 60%+ gross margins, proving exceptional pricing power — management explicitly stated it would raise prices to offset tariffs…
$HIMS···bullish· highunknown
Hims & Hers: GLP-1 partnerships and membership model drive triple whammy thesis
New partnerships with Novo Nordisk and Eli Lilly for branded GLP-1s plus high-margin weight loss memberships can reaccelerate growth from single digits to 20-30%+, while EV/Sales…
$ADBE···bullish· mediumunknown
Adobe: Contrarian bet at 10.8x forward P/E with sticky pro user base and AI pricing optionality
Trading at 10.8x forward earnings vs historical 40-60x while still growing double digits, Adobe's professional creative suite remains the industry standard with deep switching cos…
$ADBE···bullish· mediumunknown
Adobe at 10.8x forward P/E offers contrarian value despite AI disruption fears
Adobe's forward P/E has compressed from 40-60x to 10.8x while the company still grows double-digits; its Creative Cloud remains the industry standard for high-end professionals wi…