ServiceNow was a recent buy and is currently in the red or very slightly in the green.
Source Post
Reddit ($RDDT) and Hims & Hers ($HIMS) In Trouble
Jun 8, 2026
The creator discusses Reddit ($RDDT) and Hims & Hers ($HIMS). For Reddit, the focus is on upcoming data licensing deals with OpenAI and Google, which are expected to significantly boost revenue and diversify the business. The creator notes Reddit's forward PE ratio has decreased significantly, making it more reasonable, and believes a valuation between 40-60 forward PE is acceptable given its growth. Concerns are raised about declining daily active users, which could impact future data deal negotiations. For Hims & Hers, the creator expresses concerns about the business, particularly in 2026, despite potential turnaround in later years, and highlights negative impacts that could occur in the latter half of the current year.
Linked Mentions
Tickers discussed in this post
Elf was a recent buy and is currently in the red or very slightly in the green.
Celsius was a recent buy and is currently in the red or very slightly in the green.
The creator is looking to buy more SoFi, which is up 170% but a small position, believing it could be a $30+ stock within 1-2 years.
Novo Nordisk, the fifth-largest position, has been beaten down due to GLP-1 price declines, similar to Hims & Hers, and is expected to perform similarly.
Hims & Hers ($HIMS) is down 22% year-to-date, and while potentially exciting for retail investors, the creator has concerns about the business, especially in 2026, with potential negative impacts in the latter half of the current year.
Reddit ($RDDT) is discussed with a focus on its data licensing deals with OpenAI and Google, which are expected to significantly increase revenue and diversify its business, while its forward PE has become more reasonable.
Linked Signals
Tracked calls opened from this post
SOFIbuy opened Jun 8, 2026
+7.80%