中文翻译
顺风因素将是三次降息。我原以为睾酮产品发布+PPI会是主要催化剂，但SI从36升至42。尽管我发帖时股价为$48，随后涨至$57。$HIMS只需通过Zava收购持续增加营收，基本面将导致空头在每次回调时平仓。意外的150%SS可能是收购等事件，否则看起来像是随着空头逐步平仓，市值缓慢升至$200B+。
· 个股论点
HIMS受降息预期及基本面驱动，空头平仓推升市值至2000亿。
涉及标的： $HIMS
英文原文
Tailwind would be triple rate cut. I thought testosterone product launch + PPI would be the main trigger but SI increased from 36 -> 42. Stock still went up when I posted at $48 to $57 though. $HIMS just need to keep increasing revenue with Zava acquisition and fundamentals will cause shorts to cover on every dip. A surprise 150% SS would be an acquisition or something but otherwise looks like one of the gradual ones with short positions covering over time to $20B+ mc.