RJ Hamster
The truth behind Trump’s China pact
Trump just made a move no one expected – reopening negotiations with China.
Not a symbolic handshake or a diplomatic stunt, but a real deal involving America’s most strategic industries.
To most people, it looks like progress. But I can tell you, this isn’t diplomacy. It’s desperation.
Because behind the smiles and statements lies a growing crisis forcing his hand… one that could change everything you think you know about this market, and what’s coming next.
And unless you understand what’s driving it, you could find yourself on the wrong side of one of the most violent rotations of wealth in decades.
People will dismiss me for exposing this – they always do.
That’s what happened when I predicted the fall of Fannie Mae and Freddie Mac, the bankruptcy of General Motors, the loss of America’s triple-A credit rating… the list goes on and on.
But I don’t let my emotions blind me to reality. No matter how difficult the truth… no matter how uncomfortable the fact… I follow my research to its logical conclusion.
You should too.
But I know most of you won’t – or can’t.
What I’ve discovered took months of investigation… and years of watching this moment build in the background of everyday life.
A powerful force — one almost no one fully understands — is on the verge of tearing through American life and wealth with brutal efficiency.
It won’t be fair. It won’t be gradual. And it won’t spare the unprepared. Hundreds of millions will feel the impact. Some could be devastated. A few others will come out far richer.
Which side you end up on may come down to one thing: how fast you act.
My job is simple: to make sure you land on the right side of what’s coming.
This force, described by Elon Musk as “the most likely cause of World War 3,” demands a response. And it’s getting one.
It’s the reason Trump has raised trillions of dollars from the Middle East…
The reason he forced Zelensky to hand over rights to half of Ukraine’s enormous mineral deposits…
It’s the reason Apple is spending $500 billion to bring their factories back to U.S. soil…
It’s the reason Palantir is now lodged at the heart of government operations…
It’s even the driving force behind this China “peace deal.”
The threat of this force looms so large that Trump has privately declared it a national emergency… mobilizing public and private capital on a scale we haven’t seen since the Second World War.
In fact, strange as this may sound, what’s unfolding eerily resembles America’s transition to a total war state, 85 years ago.
Back then, key industrial assets were “drafted” to support the war effort. Boeing, GM, Ford, and Caterpillar were called on to produce tanks, fighter planes, and radar.
Today, the President has recruited the likes of Apple’s Tim Cook, Amazon’s Jeff Bezos, Mark Zuckerberg, and OpenAI’s Sam Altman… to tap their vast resources for his own undeclared national emergency.
Why has he called upon the world’s largest companies and wealthiest men?
As you’ll see, trillions of dollars are rapidly being directed into a concentrated set of companies closely connected to this national emergency.
In this special broadcast, Jeff Brown and I will reveal what this national emergency is and how Trump and his team are reordering the entire economy to prepare for it.
More importantly, we’ll name the two companies most likely to profit.
This new emergency could determine who retires rich — and who gets wiped out, as it forces an epic rotation of capital from one side of the market to the other.
You still have time to prepare – but not much. The next big announcement from Trump could send capital flooding into the companies we share in the broadcast.
That’s why we’re urging you to watch today.
Good investing,
Porter Stansberry
P.S. Will Trump’s China deal hold? Don’t count on it. The truth is, the forces driving this alliance are locked in a zero-sum struggle and America is spending trillions to make sure it doesn’t lose. This agreement could be just another feint in a much larger game. For investors who understand what’s really behind it, that could mean a once-in-a-decade chance to profit from the fallout.
Additional Reading from MarketBeat
HIMS Has Been a Roller Coaster Ride. Should Investors Hop On?
Written by Jordan Chussler. Published 11/19/2025.
Key Points
- Shares of HIMS have seen gains of 173% and 146% this year, but they’ve also seen massive double-digit corrections after each run-up in price.
- The company’s management was able to achieve profitability just three years after its IPO.
- Analysts’ forecast an average 12-month price target nearly 25% higher than where the stock is trading today.
Most headlines in the health care sector are dominated by Big Pharma giants. Legacy companies such as AbbVie (NYSE: ABBV), Eli Lilly (NYSE: LLY), Pfizer (NYSE: PFE), and Merck (NYSE: MRK)—and their lineups of game-changing drugs—receive the lion’s share of attention. But one newcomer is making a splash, and investors seeking growth opportunities in health care should take notice.
Founded in November 2017, Hims & Hers Health (NYSE: HIMS) went public in January 2021. By the end of 2024, the consumer-focused health platform posted its first profitable year, reporting net income of $126 million.
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That figure may be small relative to mega-cap drugmakers, but it represents a level of financial discipline not often seen from companies so recently public. Combined with operations at the intersection of several high-demand markets, Hims & Hers Health is an intriguing buy-and-hold prospect.
A Turbulent Year for Shareholders
On the fundamentals side, the company’s debt management has been notable. Net cash from operating activities increased by nearly 244% from 2023 to 2024, underscoring improving cash generation.
When Hims & Hers Health reported Q3 financials on Nov. 3, it missed earnings by just $0.03 per share but beat on revenue: $598.98 million, a 49.2% year-over-year increase.
CEO and cofounder Andrew Dudum said, “At the end of the quarter, subscribers using personalized solutions grew 50% year-over-year, helping drive nearly 50% in year-over-year revenue growth.”
Notably, the company’s debt-to-equity ratio of 1.67 and a forward price-to-earnings (P/E) ratio of 52.79—a marked improvement from a trailing 12-month P/E of 67.33—imply analysts expect meaningful earnings growth next year, with consensus EPS estimates rising from $0.29 to about $0.52 (over 79%).
Since 2021, Hims & Hers Health has averaged annual EBITDA growth of 37.14%, revenue growth of 77.85%, and EPS growth of 169.63%.
Despite these strong fundamentals, 2025 has demanded a strong stomach from HIMS shareholders. The stock has been a roller coaster, with rapid rallies followed by steep pullbacks.
From Jan. 2 to Feb. 19, HIMS gained nearly 173% before giving back more than 63% by April 22. By May 19 it had gained nearly 146%, then plunged 36% by June 25. It regained about 60% by late July, and at the time of writing the stock is roughly 45% below that high.
HIMS Is at the Center of Multiple High-Growth Industries
Still, since going public the stock is up almost 139%. Hims & Hers Health has delivered exceptional growth while its management has built a disciplined balance sheet. Its direct-to-consumer telehealth model places it at the crossroads of several fast-growing markets.
Market consultancy Grand View Research projects the sexual health supplement market to expand at a compound annual growth rate (CAGR) of 10.4% from 2024 through 2030.
The hair-thinning market is forecast to grow at a 10.85% CAGR over the same period, while the telehealth market is expected to expand at roughly a 24.68% CAGR.
Hims & Hers also offers compounded GLP-1 injections, which use the same active-class ingredients as Novo Nordisk’s (NYSE: NVO) Ozempic and Wegovy. The GLP-1 weight-loss market is projected to grow at about an 18.54% CAGR during the forecast period.
Additionally, Dudum noted on the company’s Q3 earnings call that Hims & Hers is in discussions with Novo Nordisk to distribute both injection and oral formulations of Wegovy on its platform, pending FDA approval.
Here’s What Wall Street Thinks of HIMS
Of the 15 analysts covering Hims & Hers Health, 10 rate it a Hold, and the stock carries a consensus Reduce rating. Still, the 15-analyst average 12-month price target is $45.27, implying potential upside of about 24.5% from current levels.
Prospective investors should note the elevated short interest, which stands at roughly 37.54% of the company’s float. For long-term investors, however, institutional ownership—near 64%—offers a level of confidence.
Reflecting that institutional support, over the past 12 months 425 institutional buyers added approximately $2.31 billion, while 194 institutional sellers withdrew about $1.17 billion.
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