You don’t need to chase the latest GLP-1 headline to find growth.
A consumer health platform with real brand pull, sticky subs, and vertical integration is building a bigger business than most give it credit for.
Next Silver Surge (Sponsored)
On Behalf of First Majestic Silver Corp.
There are thousands of silver companies listed around the world.
But only a few actually produce silver.
And right now, one of those producers is being ignored.
It operates four active mines.
Is on track to produce over 30 million silver-equivalent ounces this year.
And just reported $264.2 million in quarterly revenue with $56.6 million in net earnings.
Yet the stock still trades under $10.
Meanwhile, institutions are already positioning.
Silver-backed ETFs have taken in 95 million ounces this year.
Sprott’s new Silver Miners & Physical ETF surged past $100 million AUM in just months.
Governments have declared silver a “critical mineral” and are stockpiling supply.
The smart money is here. But this stock hasn’t moved yet.
That creates a rare setup.
You’re looking at a proven producer, generating real cash, selling silver into one of the strongest markets in more than a decade…
Yet still valued at just a fraction of its bigger peers.
When silver moves, producers always lead.
In 2011, silver climbed 175%.
Producers multiplied even faster.
The market has not caught up to this opportunity. But it will.
And when it does, the biggest gains will go to the few producers already pulling metal out of the ground.
Right now this one is still under $10.
That window won’t stay open long.
Get the full report now before institutions push it higher.
*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.
Strategic Positioning
Hims & Hers (NYSE: HIMS) isn’t only selling hair and ED meds anymore, it’s turning into a vertically integrated, direct-to-consumer healthcare ecosystem.
The core playbook is to build trusted brands in stigmatized or inconvenient categories, own more of the stack (from compounding to logistics), and keep customers in a multi-year, subscription-driven relationship.
That combo is why growth has been so durable and why the market keeps paying attention even when headlines get spicy.
Where it’s going next is bigger than most appreciate.
Management is pushing into sleep, fertility, menopause, testosterone therapy, and cardiovascular care, while layering in AI-enabled triage and personalization under a new CTO with deep platform chops.
International is on deck too with a Canada launch in 2026 (hello, semaglutide generics) riding a familiar affordable + convenient + guided care formula.
The $870M convert deal gives them the war chest to fund global growth, M&A, and in-house compounding/peptides, i.e., more control over margins and supply, less dependence on third parties.
Is it still telehealth? Technically, sure. Functionally, HIMS is becoming a consumer health retailer with medical rails, as it is recurring, data-rich, and increasingly integrated.
Action Plan
Starter buy: $54–$56 on dips to build a core without chasing.
Add on strength: Above $60 if regulatory noise cools and guidance trends clean.
Risk control: Stop/mental stop around $49 (under recent support and keeps the loss manageable).
Near-term target: $65–$68 if growth re-accelerates and the FDA letter is addressed cleanly.
Stretch target: $75–$80 on a green lights setup (regulatory clarity + sustained GLP-1 momentum + category expansion updates).
Poll: If coffee cost $20 tomorrow, what’s your move?
Brand Power Play (Sponsored)
This brand's not Nike-and that's the point.
It's fast, tech-driven, and built for viral drops.
Now, it has equity backing from one of college sports' most iconic names.
Recent Momentum
The stock’s up ~129% YTD and ~251% over 12 months, but it’s been jumpy (tons of 5%+ days), so you’re trading a story with real execution and occasional volatility.
On the positives: earnings growth has been strong, forward revenue expectations remain robust, and the business is steadily diversifying beyond the original men’s health lanes.
On the pressure side: the FDA warning letter around compounded semaglutide marketing dinged sentiment (they’ve got 15 working days to respond), and an earlier Novo Nordisk relationship walk-back spooked some investors.
Sell-side is split (which we like, less euphoria, more rerate potential on good prints).
Canaccord is at Buy/$68, BTIG Buy/$85, while BofA sits Underperform/$28 citing rising DTC competition and GLP-1 noise.
The path is there, but you need to manage position size and let execution do the talking.
Want to make sure you never miss a stock recommendation?
Elite Trade Club now offers text alerts — so you get trending stocks and market-moving news sent straight to your phone before the bell. Email’s great. Texts are faster.
The Setup You’re Actually Betting On
This isn’t weight loss trades go brrr. You’re underwriting three practical levers:
Category Expansion That Compounds LTV:
HIMS is getting stickier by design, migrating one-off buyers to daily solutions, moving into adjacent categories (sleep, fertility, menopause/testosterone, cardio), and giving customers a reason to stay.
Every new vertical increases the chance one customer buys two or three services per year instead of one.Vertical Integration = Margin/Supply Control:
Owning compounding/peptide capabilities reduces reliance on external bottlenecks and can defend gross margin while improving availability (key in GLP-1 land).
It also blunts pricing pressure from middlemen and lets them innovate on packaging, dose forms, and programs that drive adherence.Global Growth Optionality:
The Canada plan (timed with generic sema) doubles as a playbook for other markets.
With ZAVA in Europe, HIMS already has lanes beyond the U.S., a meaningful hedge if stateside regs whipsaw. The convert gives them dry powder to keep going without starving product or marketing.
Next Silver Surge (Sponsored)
On Behalf of First Majestic Silver Corp.
Silver just broke above $41. The strongest price in more than a decade.
Most investors chase exploration plays. Thousands of them exist. But only a handful actually produce silver.
This is one of them.
Four operating mines.
30+ million silver-equivalent ounces in yearly output.
Over $264 million in quarterly revenue.
And $56.6 million in net earnings last quarter alone.
Yet the stock is still under $10.
That’s the disconnect.
Big producers are valued in the billions.
This company is still priced like a mid-tier junior.
Even though production is climbing and costs are tight.
The timing could not be better.
Silver is now labeled a “critical mineral.”
Governments are stockpiling.
Institutions are loading up on silver ETFs.
Supply is getting squeezed while demand surges from clean energy, EVs, and defense.
History shows what happens next.
In 2011, silver soared 175% in 18 months. Producers outperformed the metal itself.
This is the setup smart investors wait for. A proven producer, undervalued, selling silver into the best market in years.
Right now it trades below $10.
That won’t last…
Get the full report before the market wakes up.
*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.
Valuation Check
At ~$57–$58 and a ~72x P/E, it’s not cheap on earnings, but this is a subscription-heavy, fast-growing consumer health platform.
A forward P/S ~4.9x sits below some digital health peers and above its own 3-yr median, which feels fair given the mix shift toward higher-value categories and better retention.
The way to frame it is if HIMS stays on a low-double-digit top-line glide with improving unit economics, there’s enough cash generation to fund growth and show operating leverage even as they invest.
You’re not buying a cigar butt. You’re paying for momentum, brand equity, and control of the stack. Size accordingly.
Catalysts to Watch
Regulatory resolution: A clean, timely response to the FDA letter (and aligning marketing claims) would remove a big overhang.
Category updates: Evidence of traction in sleep/fertility/menopause/testosterone/cardio, especially cross-sell rates and retention uplift.
GLP-1 supply/price clarity: Any stability signal (including compounding guardrails and progress toward generics) helps multiple and forecast quality.
International timeline: Concrete milestones for the Canada launch; early KPIs can be a sentiment accelerant.
Capital deployment: Smart tuck-ins that add capabilities (diagnostics, remote monitoring, or pharmacy automation) without diluting focus.
Risks
Regulatory bite: FDA actions on compounded GLP-1 marketing could restrict claims, raise costs, or slow that revenue stream.
Manageable with compliance—but a real swing factor.Competition intensity: DTC health is crowded (and getting more so). Strong brand helps, but rivals can undercut price or overpay for CAC.
Execution load: Juggling new categories, AI features, and international rollout can stretch ops.
If cost cuts or investments don’t translate into retention/ARPU gains, the multiple compresses fast.GLP-1 scenario risk: If branded manufacturers cut direct deals that cap DTC access, growth could lean heavier on non-weight categories for a while.
Volatility: This name moves. Be honest about position size, you’ll see 5–10% days on headlines that don’t change the long-term thesis.
Valuation sensitivity: At 70x+ earnings, misses and messy quarters get punished. The “buy on dips, add on proof” plan matters.
How I’d Play It
Starter buy: $54–$56 (buy the fear, not the spike).
Confirmation add: Above $60 after regulatory clarity or a clean quarter with category progress.
Targets: $65–$68 first, then $75–$80 if catalysts stack (regulatory clean-up + GLP-1 stability + category/international updates).
Risk control: $49 stop/mental stop. If you prefer wider risk, hedge with covered calls near $70 when IV gets frothy.
Action Recap
✅ Start a position $54–$56; add >$60 on clear progress
✅ Targets: $65–$68 near-term; $75–$80 if catalysts hit
✅ Risk: Use ~$49 as a pragmatic stop
✅ Watch: FDA response, GLP-1 supply/price clarity, category cross-sell, Canada timeline, smart M&A
✅ Sizing: Keep it modest, embrace dips, don’t chase rips
Final Take
If you and I were chatting, I’d call HIMS a brand-first, stack-controlled healthcare retailer in the making.
It’s not risk-free, nothing with this much growth is, but the flywheel (brand → subs → new categories → higher LTV → more control → better margins) is working.
The FDA letter is a speed bump, not the whole road.
Use the volatility to your advantage: build on weakness, add on proof, and let the compounding across categories do the heavy lifting.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
Click here to get our daily newsletter straight to your cell for free.
P.S. Just like this newsletter, it's 100% free*, and you can stop at any time by replying STOP.
