The video discusses HIMS stock, revisiting a previous buy recommendation from August 5th, 2025. The stock has risen almost 30% in the past month, warranting a reevaluation. The analysis focuses on the company's revenue growth, which has increased from $100 million to $2 billion between 2020 and 2025, resulting in a 79% compound annual growth rate. Even without the weight loss treatments, revenue and customer growth are reportedly strong. The company's operating profit margin is 6.5% in the trailing 12-month period, up from -39% in 2021. The largest expense for HIMS is sales and marketing, which benefits from economies of scale as the company grows. While there are claims that HIMS is selling copycat versions of the weight loss treatments, the management reports growing.