The stock market went up on Tuesday as investors shook off President Donald Trump’s removal of Federal Reserve Governor Lisa Cook from the central bank’s Board. Concerns on potential impact of such were left behind as traders awaited quarterly earnings from NVIDIA (NVDA).
Overall, S&P 500 and NASDAQ rose 0.4% to 6,466 and 21,544, respectively.
Tweet of the Day
This is very Bullish. I was selling stocks last week as I’d gotten Bearish. Now, after Friday, I’m Bullish again. https://t.co/xmyceGpAS6
— David Sharek (@GrowthStockGuy) August 25, 2025
Chart of the Day
Here is the one-year chart of Hims & Hers Health (HIMS) as of August 12, 2025, when the stock was at $48.
Hims & Hers Health had revenue decline on a sequential basis, which has made us question our investment in the stock. Revenue fell from $586 million to $544 million quarter-over-quarter. That was alarming as the company operates a subscription model where revenue should be rising each quarter. Revenue is expected to be $579 million this quarter.
Analysts expect this quarter’s revenue to be higher than last quarter’s. However, David Sharek, Founder of School of Hard Stocks, is skeptical of this as the company’s GLP-1 offerings are being fought by the brand name drug companies that developed and have patents on these weight loss drugs. GLP-1’s revenue also declined after ending a partnership with Novo Nordisk, supplier of Wegovy, following a dispute over compounded versions. Revenue per subscriber declined from $84 2QtrsAgo to $74 last quarter.
Customers now receive custom-made compounded doses instead of brand-name products. These are shipped in smaller, more frequent batches.
There are also other things pressuring the stock. Bloomberg reported the company is under investigation from the FTC over cancellation and advertisement practices. In addition, its CEO has been selling shares of stock, which made investors worried. Amazon is also working its way into this market as well. Since Hims & Hers Health has little moat (i.e. items only it can sell), Amazon might eat into its market share. Also, there was a decline in on-demand sexual subscriber base.
HIMS is part of our Growth Portfolio and Aggressive Growth Portfolio.
