Been buying leverage in $HIMS since the teens. Your insight helped add to my conviction. Sold the rip post election and rebought and sold some in December when stocked ripped to the 30s. I reloaded again here at 24/25 with healthier mix of shares and LEAPS. From a TA standpoint we are retesting the cup and handle break out. We are at an indecision point, pushed here due to the macro environment. Yes, there are short term risk as you’ve described with Semiglutide possible coming off the FDA shortage list soon. But HIMS is nimble and there’s risks to the upside as well. Shorting here would be dangerous imo. I do think there’s a chance we retrace to the 200 MA at about $20 but I would significantly add to my position. I remain long.