TickerTain — Make Analysis Fun Again

▶ 2:27 · $HIMS · 5 Stocks I Love in May

now playing · $HIMS

$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…

$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…

$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…

$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…

$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…

←

▶ 2:27 · $HIMS · 5 Stocks I Love in May

now playing · $HIMS

$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…

$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…

$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…

$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…

$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…