@TheDrugMoney TheDrugMoney
Single-name HIMS perma-bull megaphone riding the peptide 'category 1' catalyst
Posts high-frequency bullish HIMS calls, escalating long-dat
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-07-03.
Across their last 20 scored bets: 75% hit rate, +2.94% mean alpha, trader score +3.44. Their last-14d mentions, direction-adjusted, have moved +8.7% since posting (mean over 7 mentions with price data).
The author is focused on HIMS, explicitly buying ahead of a peptide category change and later reinforcing that dips are being bought. Outside HIMS, they made broad bearish comments on Bitcoin and semiconductors, but those were not ticker-anchored enough to form investable hypotheses. No clear late-week flip is visible from the provided signals.
The only ticker-specific conviction is bullish HIMS, centered on a peptide category catalyst and dip-buying demand. There is no cited add, trim, exit, or flip after the initial long call. Concentration is high because all ticker-linked signals are HIMS, while bearish Bitcoin and semiconductor comments are broad non-ticker sentiment.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @TheDrugMoney | · | Says semiconductors are getting roasted. | · | tweet ↗ |
| 2026-06-29 | HIMS | @TheDrugMoney | +0.45 | Says every HIMS dip is bought, implying demand and bullish tone. | +10.2% | tweet ↗ |
| 2026-06-28 | · | @TheDrugMoney | · | Compares Bitcoin to obsolete Blockbuster, implying bearish crypto sentiment. | · | tweet ↗ |
| 2026-06-25 | HIMS | @TheDrugMoney | +0.85 | Buying HIMS before peptides move to category 1. — Explicitly says buying HIMS before a peptide category change, framed as major opportunity. | +12.5% | tweet ↗ |
| 2026-06-23 | HIMS | @TheDrugMoney | +0.55 | Argues peptides added to GLP-1 therapy could mean meaningful revenue for telehealth. | +11.7% | tweet ↗ |
| 2026-06-22 | NFLX | @TheDrugMoney | +0.45 | Author is starting to look at NFLX and says an opportunity is setting up. | +6.5% | tweet ↗ |
| 2026-06-22 | MSFT | @TheDrugMoney | +0.35 | Rhetorically suggests it may be time to buy MSFT after 25% YTD decline. | +6.3% | tweet ↗ |
| 2026-06-22 | HIMS | @TheDrugMoney | +0.45 | Peptide regulation framework suggests HIMS is positioned after building facility in Feb 2025. | +9.7% | tweet ↗ |
| 2026-06-19 | HIMS | @TheDrugMoney | +0.55 | Barclays raised HIMS price target to $39 citing traffic and transactions. | +3.7% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.