HIMS hit #1 on Tendie.bot with 119 comments and a sentiment score of 0.73, driven by dueling investment theses.
A long-time holder on r/wallstreetbets warns against FOMO, arguing the Novo Nordisk deal ends compounded semaglutide sales.
Contrastingly, r/stocks sees a "once in a decade" short squeeze setup, citing dropped lawsuits, global expansion, and 40% short interest.
The Bear Case: "Don’t FOMO into HIMS"
On r/wallstreetbets, a trader who was long HIMS posted a detailed warning: “Don’t buy Hims on Monday, DD inside.” The author, who covered a short at $17.45 and went long before the close, now plans to sell. Their core argument: Friday’s news with Novo Nordisk is “a surrender dressed up as a deal.” They believe the partnership explicitly excludes compounded semaglutide, effectively ending the company’s weight-loss compounding business. “There is no world where this agreement includes compounded semaglutide. Zero,” they wrote. The post gathered 42 comments and reflects deep skepticism about the stock’s trajectory.
The Bull Case: A Short Squeeze Setup
Meanwhile, on r/stocks, a separate poster called HIMS a “once in a decade opportunity.” They pointed to a 40% short interest, the dropped lawsuit with Novo Nordisk, and rapid international expansion into Canada, Australia, Japan, the UK, and Europe through acquisitions like Eucalyptus and Zava. In their view, the combination of legal clarity, a healthy balance sheet, and a suddenly global distribution network sets up a “Volkswagen-type short squeeze.” The post attracted 63 comments, feeding the bullish narrative that sold-off shorts could face massive losses.
Subreddit Sentiment Diverges
Aggregate data from Tendie.bot shows that r/stocks carried the bulk of HIMS discussion (17 posts, 867 comments) with a strong average sentiment of 0.58. By contrast, r/wallstreetbets had fewer posts (4) but high engagement (361 comments) and a much lower average sentiment of 0.30, reflecting the bearish lean of the top post.
Overall, HIMS sentiment across all tracked subreddits stands at 0.73, suggesting that while the debate is fierce, bullish voices are slightly more numerous or upvoted. No same-day news articles were available in Tendie.bot’s ingested feeds, so the entire catalyst is driven by Reddit reaction to the Novo Nordisk development.
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