Mentioned
Hims & Hers Health Inc
HIMS
0.50 (3.16%)
16.28
16.29
Tesla Motors, Inc.
TSLA
0.37 (0.09%)
417.33
417.40
Rok Herman
Slovenia
8m
As someone who enjoys stability in personal life, I tend to gravitate toward more volatile and controversial holdings on the market 😅 Just look at the track record. XRP went from being labeled a “total shitcoin” to getting sued by the SEC for allegedly being a security—then somehow surviving all of it. Tesla needs no introduction: Elon runs the company and also runs the drama. Palantir was dismissed as another overhyped SaaS play. My role model, Cathie Wood, went from being Wall Street’s oracle to someone “who doesn’t know what she’s doing,” according to the very same crowd that used to worship her. Even my newer picks seem to carry the same DNA. A few thoughts on the recent $HIMS (Hims & Hers Health Inc) and $TSLA (Tesla Motors, Inc.) headlines—both of which have stirred strong reactions. Last week, HIMS came under fire after Novo Nordisk ended a partnership related to Wegovy distribution. The issue? Allegations of misleading marketing and illegal compounding of semaglutide. The story hit headlines fast: big pharma versus scrappy telehealth startup, with the FDA looming in the background. But let’s put it in perspective. This is a temporary hit, not a fundamental break. Weight loss is a growth category for HIMS, but it’s not the backbone of their business. Mental health, sexual wellness, dermatology, and hair care still drive the majority of revenue—and those segments continue to grow steadily. More importantly, HIMS acted fast. Once the FDA declared the semaglutide shortage over, HIMS pulled its compounded weight-loss offering in compliance. No delays. The media latched onto the Novo story, but the fundamentals haven’t changed: HIMS is still building one of the most scalable, consumer-facing healthcare platforms. What matters is execution—and so far, they’ve delivered on growth, compliance, and user retention. Now, on to Tesla—because what would a week in markets be without a Tesla story? The Robotaxi rollout finally happened last week. No press conference, just a quiet, invite-only event—and what looked like a massive leap forward. Tesla’s camera-only approach navigated a geofenced zone without human intervention. Yes, there were small errors. The car changed lanes unexpectedly. It braked too hard once. But no accidents, no failures. And that’s after launching autonomy without LIDAR, without HD maps—just AI, vision, and data. Naturally, media outlets spun it as chaos. That’s the game. Anyone who’s been following FSD for the last two years could’ve predicted this playbook. So here's the reality: in both cases—HIMS and TSLA—you have companies doing something genuinely difficult and disruptive. And when you do that, you will get pushback. Headlines will come. Short-term volatility is part of the price of long-term upside. But if you zoom out, both companies are exactly where they need to be. If you want safe plays with no noise, these aren’t it. But if you want exposure to platforms with 10x potential? You have to hold through the chaos.
2 Mentioned
Hims & Hers Health Inc
HIMS
Hims & Hers Health Inc
Tesla Motors, Inc.
TSLA
Tesla Motors, Inc.
1 reply
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