The tweet was deleted by the author.
But we saved everything 🙂.
Gary Black, managing partner and investor at The Future Fund, reported that HIMS shares declined 10% after hours following first quarter results that missed consensus and lowered EBITDA guidance for the second quarter and FY‘26.
Black said GLP-1 competition is intensifying, which could increase selling pressures, though he pointed to favorable FY‘26 revenue guidance and a 30% short interest that may limit further downside from shorting.
Earlier, Black reported pre-market gains across stocks as Brent crude prices rose and 2026 S&P 500 EPS estimates improved following Project Freedom. He also observed higher stock prices alongside declines in oil and bond yields, attributing the moves in part to progress in U.S.-Iran talks and AMD’s outlook. These prior updates reflect Black’s ongoing coverage of earnings and commodity shifts.