$Hims & Hers Health(HIMS.US)

Long-term bullish. The company's overall profit model has proven successful this year, whether it's Viagra, hair loss treatments, or compound GLP-1 drugs, all are highly favored. With 300 million people in the U.S., one-third suffer from obesity, and weight loss isn't an overnight process. Issues like hair loss and Viagra needs represent high-frequency, essential medications. Most importantly, the company has an AI system called Medmatch that enables quick consultations and provides personalized dosage recommendations. Current data shows high user retention and strong repurchase rates.

Of course, this stock is quite sensitive—minor news can cause significant volatility—but holding it can be a good exercise in managing investment psychology. The risks are evident, facing competition from branded GLP-1 drugs and players like Amazon. Since we're bullish long-term, why worry about short-term fluctuations? I'll take time to analyze this stock's fundamentals in detail and share on Longbridge. Bros, let's go long term together!