Hims wants to be the only company in the world with a fully vertically integrated peptide supply chain --- from API manufacturing to distribution
These San Francisco-based appointments bring additional depth to IREN’s development and product
teams as the Company continues to expand its AI Cloud offering across new markets and services.
As Chief Product Officer, Mr. Aghili will lead IREN’s product strategy and roadmap for its AI Cloud
platform, including its bare metal GPU offering, managed services and broader product capabilities.
Hejoins from Oracle Cloud Infrastructure, where he served as Vice President of Products, spearheading
strategy and development of its native multi-cloud platform across Amazon Web Services, Microsoft
Azure and Google Cloud.
As Chief Development Officer, Mr. Nudelman will lead IREN’s global data center development strategy
and the expansion of its 5GW secured grid-connected power portfolio across existing and new markets,
including advancing site planning, permitting and economic development incentives. He brings more
than two decades of experience in data center development, energy, finance and management, having
held senior roles at Google, CyrusOne and Beale Infrastructure.
Together, the appointments strengthen all three layers of IREN’s vertically integrated AI Cloud
platform: data centers (power, land, substations, buildings and cooling), compute (chips, storage, servers
and networking) and software (managed services and enterprise support).
Daniel Roberts, Co-Founder and Co-CEO of IREN, said:
“IREN’s growth comes down to securing large-scale land and power in the right markets and building
the full AI stack on top of it.
Kambiz brings deep product leadership from one of the world’s leading cloud platforms, and Michael
brings a proven track record in hyperscale data center development. We’re excited to have both of them
join IREN at an important stage of our growth.”
🚨 BREAKING: $HIMS CEO ANDREW DUDUM SAYS OURA RING DATA SYNC WITH HIMS APP IS "COMING SOON!"
🚨 BREAKING: $HIMS ZAVA IS OFFICIALLY SELLING THE WEGOVY PILL IN THE U.K. 🇬🇧
The pill is in stock and selling at £119.99/mo
Source: https://x.com/himshouse/status/2066568536042922047?s=46
The Wegovy pill was approved in the UK yesterday. Pre-orders for our Juniper customers went live today.
That’s how healthcare should work. Drug manufacturers innovate, and customers don’t have to wait to feel great.
If you’re in the UK, we can’t wait to help you on your weight loss journey. Learn more here: myjuniper.co.uk
Source:
$HIMS has never missed its guidance range.
Management is guiding Q2 revenue of $680M-$700M.
If Hims continues adding $70M-$90M in revenue each quarter, the business exits Q2’27 at roughly $1B+ in quarterly revenue, implying a $3.8B-$4.2B annualized revenue run rate. (This does
What’s most impressive is that the $NVO partnership appears to come with little to no deterioration in GLP-1 unit economics versus what investors feared. Revenue is accelerating while profitability remains just around the corner.
And this math doesn’t include any contribution from peptides, which are expected to launch as early as 2027 and could provide another leg of growth.
As scale builds and one-time investments roll off, profitability should begin inflecting higher again heading into 2027.
The market is still valuing $HIMS as if growth is slowing.
The numbers suggest the opposite.
Source: https://x.com/Investinc\_Intel/status/2064366911098364036
HIGHLIGHTS
🏆 Weekly transactions and customers BOTH hit all-time highs, and observed sales hit its highest mark since late February
Weekly transactions have now climbed for 11 straight weeks 👀
Hers’ iOS app is still ahead of BOTH Ro and Hims on a trailing 30-day basis (#13 vs #14 vs #21) — although all three slipped in the rankings this past week
**🏆 **Hims and Hers web traffic BOTH hit all-time highs in May
Hims web traffic up +30% y/y; Hers is up +61% y/y
LifeMD web traffic is down -56% y/y, but up +24% m/m — rebounding from its late 2025 and early 2026 lows
Hims open roles down 40% since Feb’s peak (101 → 62)
Source: https://himshouse.substack.com/p/hims-q2-revenue-prediction-data-tracker-8a2
🚨 BREAKING: $HIMS LAUNCHES GENERIC SEMAGLUTIDE FOR CANADIAN CUSTOMERS
Treatment plans start at $149/mo CAD 🇨🇦🇨🇦🇨🇦
 🚨BREAKING: $HIMS CEO Andrew Dudum replies "Message me" to Conor Neu after Neu says he's personally invested in a company that can predict heart attack risk within 12 months with 86% certainty
Neu says the company has "unreal value" but is "weak at scaling"
Company is Prevencio
 https://x.com/himshouse/status/2049974739049795843/photo/1
Enclomiphene + tadalafil + zinc + B6 + B12 + L-arginine
A fertility-friendly, injection-free alternative to TRT for men with low testosterone