TSLA & HIMS Show Strong Bullish Trends

Travis Hoium
2025-02-26

1. $Tesla Motors(TSLA)$

I don't normally short stocks, but I bought Tesla puts on the thesis:

1. TSLA EV sales are falling

2. Margins are going down

3. FSD isn't...self-driving

4. Robots aren't going to be as big as people think

5. Valuation is insane

But Up 39%!

2. $Hims & Hers Health Inc.(HIMS)$

HIMS early earnings takeaways:

1. Weight loss only ~30% of the business.

2. Platform expanding into more holistic offerings (lab testing -> exercise, vitamins, personalization).

3. Scale is leading to operating leverage (1-3 pts of marketing leverage/yr).

4. Vision is BIG!

I was really impressed with the conference call. The vision is there and operating leverage is starting to kick in.

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