TRACE
Trace a source
tape livemanual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape livemanual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice

HIMS

HIMS - equity - source-backed public claims only.

8published claims
6 longbullish claims
2 shortbearish claims
Asset timeline
JSON
{
  "version": "market-claims.v1",
  "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"
      }
    }
  ],
  "nextCursor": null
}

AISO tracks public statements, not verified portfolio positions. This is not financial advice.