Trading Ideas| TSLA& HIMS

ShayBoloor
06-24

1.

$Hims & Hers Health Inc.(HIMS)$ won’t fix this overnight -- but the path forward is clear if CEO is willing to take the following steps:

• Shift GLP-1s to 503B to eliminate regulatory risk

• Disclose safety protocols & bring in third-party medical oversight

• Pause aggressive GLP-1 marketing until controls are in place

• Reopen pharma partnerships to rebuild institutional trust

• Reframe the brand around trust & clinical legitimacy -- not speed

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2.

Despite $Tesla Motors(TSLA)$ successful Robotaxi launch in Austin, Polymarket still only prices +180 odds -- a 36% chance -- that California sees a rollout by year-end 2025.

The tech may be ready -- but the market’s betting that regulatory friction is far from over.

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