The video discusses the stock HIMS. It indicates that HIMS stock price is down 29% over the previous 30 days and identifies three primary factors moving the stock. First, Trump's announcement on weight-loss drug price reductions impacting competition for HIMS. He notes questions about the relationship with Novo Nordisk and discusses the CEO selling shares, which creates skepticism. It calculates an intrinsic value of $43.85 per share, noting an attractive valuation and potential for profit. A chart shows HIMS has Forward P/E of 54.83, and the forward P/OCF is 20.11. The analysis concludes it is a good opportunity and recommends upgrading HIMS to a buy with an intrinsic value near 44.00.