{"version":"market-claims.v1","asset":{"symbol":"HIMS","name":"HIMS","assetClass":"EQUITY"},"claims":[{"id":"mcl_1713f05433cf93ba36","url":"/trace/claims/mcl_1713f05433cf93ba36","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Hallucination yield: as retail dumps headlines into AI and slams the suggested ticker, AI picks become flows.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"HIMS","name":"HIMS","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2758570970?t=4034s","sourceUrl":"https://twitch.tv/videos/2758570970","timecode":"67:14","startMs":4034000,"endMs":null,"excerpt":"most people, like the dumb retail money, is all now at the same time throwing headlines and charts and ideas into AI, asking it what to long, and are just slamming it."},"performance":{"entryPrice":29.444,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_46688708828d3f2202","url":"/trace/claims/mcl_46688708828d3f2202","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"First earnings since the lawsuit, 34% short, down from $72 to $26: squeeze setup on Monday print","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"HIMS","name":"HIMS","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2767294194?t=3629s","sourceUrl":"https://twitch.tv/videos/2767294194","timecode":"60:29","startMs":3629000,"endMs":null,"excerpt":"Hims earnings on Monday is up 10%, painting a pretty chart, cannot lie."},"performance":{"entryPrice":28.644,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_2da00b2ec65882406f","url":"/trace/claims/mcl_2da00b2ec65882406f","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Hims is in real trouble, because a celebrity launching his own drug platform with massive distribution can take over the same over-the-counter market and you cannot beat that reach.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"HIMS","name":"HIMS","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2793522078?t=1475s","sourceUrl":"https://twitch.tv/videos/2793522078","timecode":"24:35","startMs":1475000,"endMs":null,"excerpt":"I, I wonder, what does a company like Hims do? How do you beat Bryan Johnson distribution? You probably don't... if you're Hims, how do you beat Bryan Johnson in over-the-counter drug distribution? You don't."},"performance":{"entryPrice":27.831,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_5cfc5d5c614cbdd7b1","url":"/trace/claims/mcl_5cfc5d5c614cbdd7b1","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"A market big enough that a two-person shop banks $400M in year one lifts the only public telehealth proxy in it, as rising subscribers and weight-loss volume keep compounding the run rate.","confidence":0.72,"expert":{"slug":"tbpn","displayName":"TBPN","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/f01e70d9-d","url":"/trace/experts/tbpn","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"HIMS","name":"HIMS","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=V78F9fA8Viw&t=2167s","sourceUrl":"https://youtube.com/watch?v=V78F9fA8Viw","timecode":"36:07","startMs":2167000,"endMs":null,"excerpt":"of GLP-1 weight loss drugs got 300 customers in its first month. In its second month, it gained more than 1,000 more. In 2025, MedVie's first year in business, the company generated— or the first full year in business, uh, the company generated $401 million in sales. Mr."},"performance":{"entryPrice":18.903,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_5e917c85aa18097806","url":"/trace/claims/mcl_5e917c85aa18097806","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"The public GLP-1 telehealth name slides as the compounded-semaglutide cash cow gets cut off by regulators, leaving guidance built on extrapolated run-rate numbers exposed.","confidence":0.72,"expert":{"slug":"tbpn","displayName":"TBPN","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/f01e70d9-d","url":"/trace/experts/tbpn","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"HIMS","name":"HIMS","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=wrnhYB2uIA8&t=500s","sourceUrl":"https://youtube.com/watch?v=wrnhYB2uIA8","timecode":"8:20","startMs":500000,"endMs":null,"excerpt":"it's only twice as many people as the original challenge."},"performance":{"entryPrice":20.057,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_46a4093c8e55c165b5","url":"/trace/claims/mcl_46a4093c8e55c165b5","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Consumer health dollars flood toward a platform built around weight-loss and wellness demand, with revenue guided past $3B as GLP-1 behavior change pulls millions into recurring subscriptions.","confidence":0.72,"expert":{"slug":"kivadickinson","displayName":"Kiva Dickinson","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/43ea6ad7-5","url":"/trace/experts/kivadickinson","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"HIMS","name":"HIMS","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=AsShiDx44nY&t=3001s","sourceUrl":"https://youtube.com/watch?v=AsShiDx44nY","timecode":"50:01","startMs":3001000,"endMs":null,"excerpt":"But really what you're looking at is like, oh, there's just a new piece of machinery that's in a of different co-packers. So what's your process for actually understanding whether a company has a great product and will continue to be able to compound on the back of like the quality of the product?"},"performance":{"entryPrice":23.247,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_c25322729ef9877e0d","url":"/trace/claims/mcl_c25322729ef9877e0d","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Wearables plus blood work converge into continuous monitoring and customized medicine","confidence":0.72,"expert":{"slug":"allin","displayName":"All-In Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/acfd1290-a","url":"/trace/experts/allin","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"HIMS","name":"HIMS","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=F8cXD5hTt3c&t=2899s","sourceUrl":"https://youtube.com/watch?v=F8cXD5hTt3c","timecode":"48:19","startMs":2899000,"endMs":null,"excerpt":"one of the places I come back to is health wearables... so many different health wearables out there... I think we're on the cusp. I go back to marrying this plus wearables to having more continuous monitoring and data."},"performance":{"entryPrice":31.5140999836,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_ce8f41802274a922a2","url":"/trace/claims/mcl_ce8f41802274a922a2","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"DTC health platforms ride GLP-1 access plus self-directed health wave as gov clears the lane","confidence":0.72,"expert":{"slug":"allin","displayName":"All-In Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/acfd1290-a","url":"/trace/experts/allin","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"HIMS","name":"HIMS","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=b5p40OuTTW4&t=1109s","sourceUrl":"https://youtube.com/watch?v=b5p40OuTTW4","timecode":"18:29","startMs":1109000,"endMs":null,"excerpt":"20% of Americans do what you're saying and they will. It'll make all of medicine function better."},"performance":{"entryPrice":29.6067496706,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}}]}