Hims & Hers Health: The GLP-1 Party Is Over

Hims & Hers Health, Inc. ( HIMS ) had one chance at making the market like it again, and it missed. While the Q4 numbers looked impressive on paper, the market's reaction suggests that theI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve ...