u/SignificantKey3179

I know the frustration and the long periods of disappointment, but focus on the long term.

First all this is a thesis on the success of the company and not a sure thing. They could crash and burn and become bankrupt so don’t bet your house that the thesis is going to work.

I think the most important thing is where they are heading and its viability. I see hims beyond the initial online pharmacy it initially was. Just this itself would be amazing. I see them as a disruptive health care provider. Not just providing the drugs, not just helping with ailments but going into actual diagnostics of a person, truly understanding what they need not just giving a cookie cutter response, but actual tailored support for all health issues and preventative measures.

There’s going to be in the years ahead long periods of consolidation and/or erratic price swings up and down. Don’t look at the day to day. Disruptive innovation takes time, for the company who may stumble at times as they wade into uncharted waters and for regulation and customers to catch up to this innovation wave.

If you’re just looking for a quick 2x in a few months, personally I don’t think this is the right play, but if you’re looking for a bigger return which means fluctuating up la and downs and times of inactivity before a massive jump, this I see as the play on hims.

I know this has been addressed in other ways, but I reiterating the point in a different way.

ARR target is between $360-$500 million. Based on this target being met, I think RZLV could reach $4-$7 by end of March easy. I think this is possible as the second half will be much better (nearing holiday season I’m guessing is the best).

The headwinds or the reason for concern and where prices might be suppressed even with revenue targets are met or exceeding is cash burn, margin and whether organic growth maintains at a high rate.

Seems like a simple 2-3x, but maybe it’s not as easy as it seems.

Edit: Also noticing the fluctuation between about $2.2 and $3. So seems like between $2.20 - $2.3 is a pretty good time to buy as a floor.

I think that the current price movement is proving something significant.

There’s been a lot of headwinds on eth and there’s a lot of upward pressure that will allow it to go up once those headwinds are removed.

This is why it’s best to be long term. The headwinds I see as short term, while the eth narrative remains strong as defi starts to take a bigger and bigger chunk out of tradfi.

My thinking is that where hims can be in terms of a health care provider can be revolutionary, massively disruptive. Getting to actually be a health care provider, not just of drugs but of overall health maintenance could be huge.

Saying this, there’s still a lot of unknowns, missteps and headwinds. I think the price reflects those concerns.

I’m strongly confident that hims will overcome these issues, but wouldn’t say it’s a done deal. Saying that I’m heavily weighted but not all in on hims.

I think they can get to $500, but that could take years and a lot of things will have to go right for this to happen.

I like the vision but execution is going to be tricky.

I’ve been following other stocks that have exploded and unfortunately didn’t have the cash or I had to cash out early before it exploded.

One thing I’m noticing is that space and ai is the hot thing, and some of these stocks have doubled or more this year alone.

Zeta is growing consistently but isn’t getting the explosive gains because it’s not recognized as in a hot market. You could argue that it’s a AI stock because of Athena but I don’t think it’s recognized as such at least.

As a floor is see that the growth will be steady and the stock price would be a steady climb. As a ceiling I see that it could eventually become recognized for its implementation of AI, a real implementation of AI that explodes its top and bottom line.

Personally I think it’s undervalued because people don’t know the company and will explode when do.

Today proves that you focus on the fundamentals and don’t get worried about price.

In the long term I see we’re going massively up based what Zeta has done and where it’s going. This has only begun.