This 1 Stock Can Change (Early Buyers) Lives..

Folks, I believe this one stock could change early buyers lives. This company is a proven compounder, has millions of loyal customers and reoccurring subscriptions, is deeply discounted due to a combo of temporary headwinds on earnings and a slight diverting of some of their popular products. The stock is seeing massive insider buying and has massive catalysts lined up. In today's video, I'm going to present the stock and let you be the judge. We're also going to be going over some other ideas and plays from today's market. And then at the end of the video, we're going to go on to our sponsored segment on LQR House, ticker symbol YHC on the NASDAQ. This is a niche e-commerce company trying to disrupt a very interesting market. I'll explain why you may want to put this company on your radar and do some due diligence on it. And as always, if you're the one taking the ultimate risk, you've got to be the one doing the ultimate frisk. Always do your own due diligence on all ideas presented. Lots of people get frisky frisky, but they don't think about checking their risky risky and vice versa. Big problem. Okay, first, we've got to start with an update on FLNC. Oh, folks, don't you just love this one? So yesterday I made the case to buy FLNC, Fluence Energy Inc. and explained why I believed it had the potential to be a 10 bagger. And the reason was very, very straightforward. There's a massive power bottleneck with data centers and FLNC offers a very, very fast way to get up and running. And so we're talking about how I believe you'd see partnerships with hyperscalers looking for power because again, there's just a massive power crunch right now. And then all of a sudden today we got news that Siemens and NVIDIA and Fluence revealed their new data center power plan together. And when you have big names partnering with little names like Fluence, well, obviously you're going to get some huge excitement. And so the stock absolutely rocketed today up around 50% at highs. Talk about crazy timing. We were just talking about this prediction yesterday, but any who that's neither here nor there. I actually think that if you look at the bigger picture, this 50% run is not going to be anything. I think if you look at the long-term trend of this company and all of the value they can provide in this massive AI data center build out phase that we're in, I think that you could see the stock go a lot higher. Sure, you might see some locking in profits on the news, but overall, I continue to see an overall uptrend. So if you want to know about the other catalysts, I sent this out to Charlie's Playbook members yesterday and I'll leak part of it here for you for purposes of this lovely video. So catalysts to watch. First big data center order. I think this one alone, you're looking at another 20 to 45%. They are already working with Meta, so that's a big thing, but we are expecting to see more partnerships based on what their leadership has been hinting at. And again, 20 to 45% moves. That number actually might be a little bit conservative after what we saw today, but any who Q3 earnings as they start reporting all of their deferred sales coming onto the actual earnings. I think that has some rally, rally to potential. And then we're looking at the $5.6 billion backlog converting into revenue. I think that has some rally, rally to potential. The company finally tipping into a profit and margin recovery overall, all big catalysts that we have to look forward to. Quite frankly, I think their margins are a little bit thin. They're a little bit weak at this point and they have some room to expand on that. And I think they will expand on that and I'm going to be very excited to see how the market reacts once they do. So anyways, FLNC, very, very fun idea today. Really good to see some validation on our catalyst prediction. However, the story I think is just getting started here. You probably want to wait for it to get into its take profit period first. However, long-term story's intact. I am considering adding this to the ZipTrader 25, but I want to see another earnings report first. Next update on ServiceNow. So, we've been screaming about buying the dip on ServiceNow for a long time, actually, and they've continued to add gains, which is beautiful to see. We love gains. But anyways, in terms of the drivers for the stock right now, number one, NVIDIA CEO, Jensen Huang, really pumped software today. He said this is actually an incredible time to be a software company. Now, this is the complete opposite of what the financial media and Wall Street has been saying for many, many months. They've been trying to convince every single investor that software was a losing bet. Why? Well, because there's a lot of hedge funds that wanted software to go down, needed software to go down because they were rapidly short every software stock. Well, now all of a sudden, a lot of those short positions have been closed and they're now starting to go the other side. And Jensen Huang, one of the main players in this AI transformation, well, he's backing that up here. The fear was supposed to be that AI agents would make traditional software obsolete, but in many, many cases, it's actually making software way, way more lucrative because you Number two, we're in the middle of a sector wide relief rally and now is leading it. Software as a whole is bouncing very aggressively right now after being so aggressively oversold. It's not just this company. It's also Salesforce, IBM, Monday, all moved higher alongside this, which tells you there's a rotation back into the beautiful software sector. Number three, the snowflake earnings blowout cracked the bear thesis for software overall. Snowflake posted its strongest single day gain since its 2020 IPO up 26% on May 28th, showing that AI is actually accelerating demand for enterprise data platforms rather than cannibalizing them. That matters for now, not just because of the sympathy runs, but also because they're formal partners. Snowflake actually feeds data into ServiceNow's AI workflows via a very specific integration. So Snowflake's acceleration reads through to ServiceNow over the coming quarters as well. And then of course, Wall Street is reinstating coverage with buy ratings, which means that a lot of people now feel justified to chase. Bank of America's Tal Liany reinstated coverage with a buy rating, calling ServiceNow's AI controlled tower platform mission critical for governing autonomous AI agents across the enterprise. The reinstatement came with a $130 price target framing now as an entrenched workflow platform positioned to benefit from agentic AI. So anyways, very, very happy to see ServiceNow's performance. Okay, now it's time to move on to the main entree, HIMSS and HERS. So HIMSS is a massive compounder that I believe we'll see compounding for many years in the It also happens to be at what I see as a temporarily embarrassed dip because of a temporarily weak earnings report and also being in a corner of the market that's just kind of getting ignored right now because of the space stocks and because of the chip stocks and because of AI. But of course, you want to actually make sure that you're buying stocks before they become back in style, instead of waiting for everybody else to buy in, because you want to get a better deal. And this stock is well down from its recent highs. So Charlie Charlito, what does HIMSS and HERS actually do? Well, HIMSS and HERS is a direct-to-consumer telehealth company that connects people online with licensed medical providers for conditions like hair loss, hanky-panky health, skin care, mental health, and weight loss. Customers pay a recurring subscription to get personalized treatments prescribed and shipped straight to their door, often made through the company's own pharmacy operations. But at its core, HIMSS is a subscription business, and that's where the compounding comes in. The company ended the first quarter with nearly 2.6 million subscribers, and the quality of that base is what matters. About 82% of subscribers are still active beyond the three-month mark, and roughly 90% of recurring revenue comes from the existing user base. That means that most of next year's revenue is already sitting on the books before they spend a single dollar acquiring anyone new. So lay on top of that a sticky recurring foundation, and you get the kind of math compounders are made of. Full year 2025, revenue grew 59% to $2.35 billion, and the company generated 300 million in operating cash flow. The second piece is the platform here itself, which is a quietly powerful engine. HIMSS owns the whole experience end-to-end, the consumer relationship, the prescribing, the pharmacy, and fulfillment, the data that ties it all together. Management calls this a closed-loop ecosystem, and the payoff is that once someone joins for one need, the company can introduce them to others over time. Subscribers using personalized multi-condition offerings grew 50% year-over-year, which strengthens both retention and the value of each customer. Think about that. A customer that arrives for one thing and stays for three or four is worth way more than a customer that just does the one thing. And once the customer is already in their ecosystem, well, it doesn't cost anything else to acquire them, so you can cross-sell them a lot of different things, and people need these things. And what does that mean if you don't have to pay as much to acquire more and more people to get all these products out there? Well, it means profit margins long-term are going to go uppity-up, and we love profit margins that go uppity-up. Now, it's also important to understand that consumer healthcare is one of the largest markets on earth and still barely touched by a modern direct brand. And HIMSS has built exactly that with the founder CEO, Andrew Dudum, framing the goal as becoming the global leader in consumer health. I love founder-led companies, and founder-led companies attacking a massive underbuilt market while already throwing off cash are rare, and management has put a concrete stake in the ground. Long-term 2030 targets of at least $6.5 billion in revenue and $1.3 billion in adjusted EBITDA. If they can execute even a part of that, well, this stock is going to be much, much, much higher at those levels. A brand with massive pricing power, a loyal customer base, paying recurring revenue, and a widening menu of things to sell those recurring customers, well, that's a pretty nice business there, and there you go with the compounding. If you want to think about this in a different scale with Amazon, think about that. They started Amazon with just selling books, shipping books. They got a lot of customers there, then they started adding more and more and more products and services. Once you've gotten somebody onto your platform, it's very easy to sell them something else. And this one is specifically in the healthcare space. I'm not trying to say it's going to be as big as Amazon. It's a completely different space with a completely different TAM. But again, if this company becomes what I think it's going to become in the consumer health space, oof, is there a lot of Rally Rallito potential. But anyways, there's a reason that I bring this talk to you now, and it's because there's five catalysts that I see heating up. Number one, you have an FDA peptide decision in July. This is going to be a big one to watch. I think that you're going to see some pre-anticipatory running or just anticipatory running in June heading into this. Back in April, the head of HHS, RFK Jr., said that the FDA would hold a meeting in July 2026 to look at whether certain peptides should be allowed to be made by compounding pharmacies. There are 12 peptides on this list, including one called BPC-157. If the FDA gives the green light, HIMSS gets to sell a whole new kind of high margin product right when its weight loss drug business is getting squeezed. So the win here is the headline and the FDA's decision, and then longer term, the sales will come in. Number two, the next earnings report this summer. So after a rough quarter, the company is promising a comeback. They told investors to expect 680 to 700 million in sales for the second quarter, and they raised their full year forecast to between $2.8 and $3 billion. That's 19 to 28% growth over the last year. The summer quarter alone is supposed to grow 25 to 28% from a year ago. A lot of people on Wall Street think the last quarter was the start of a bigger problem. So if HIMSS simply hits its numbers this summer, which I think it will, well, that's going to win back a lot of trust and cause it to re-rate a lot higher in my view. Number three, the overseas business is really, really taking off. Now, a lot of people aren't paying attention to this, but international sales jumped almost tenfold. Jumped tenfold to 10x last quarter from 7.3 million to 78.2 million, thanks to companies that HIMSS bought abroad like Zava and Livewell. On top of that, they bought a company called Eucalyptus for $1.15 billion, and they just launched a generic version of their weight loss drug in Canada, their first time selling a generic GLP-1 outside the US. Every new country they open up is its own little catalyst, and because they're starting from almost nothing overseas, even small wins move the overall growth needle a lot. Number four, I think that the weight loss drug business is going to turn around later this year. In March, HIMSS signed a deal with Novo Nordisk to sell the real brand name Wogovi and Ozempic for $149 a month. The catch is those brand name drugs make HIMSS less money than the cheaper compounded versions that they used to sell. There's definitely going to be some margin pressure there, but you have to understand that the stock has been sold off aggressively, with markets assuming that HIMSS wasn't going to be able to sell anything in this sector, one of its most lucrative sectors. Now they're going to be able to sell exactly what customers want and also cross-market them their other products. And while the margins aren't going to be as good because they have to sell the branded product, well, I think they're going to well make up for that with massive volume and also cross-selling of other products. And number five, a possible short squeeze setup. There's about $1.72 billion bet against the stock right now, which sets up the potential for a beautiful short squeeze. Add in some big buying from the inside. David Wells, the former CFO of Netflix, just bought about 48,400 shares for $1.17 million. So here you have a short squeeze setup, you have insider buying, you have a lot of the fundamentals starting to look positive, and you have a few quarters of a lot of beautiful catalysts to look forward to. I think HIMSS is a great buy. I think that if you buy it and you wake up in five years, you're going to be very, very happy you did. Is there going to be a lot of volatility between now and then? Absolutely. I think that long-term, you're going to be very, very sad if you missed HIMSS. So that's my take on the stock. You can let us know your take down below. We love hearing from you. Okay, now it is time for our sponsored segment on LQR House, ticker symbol YHC, and why you may want to put it on your radar. You see, LQR House is a niche e-commerce company in the spirits and beverage space headquartered in Miami Beach, Florida. At its core, it runs an online liquor marketplace, owns and markets its own tequila brand, and sells marketing services to other alcohol brands. And over the past year, it's begun layering a digital asset strategy on top of that mix. So let's talk about the market here. So the U.S. online alcohol market remains very fragmented. Most spirits are still bought in physical stores, and the e-commerce layer is split across delivery apps, individual brand sites, and regional retailers, all operating around a patchwork of state-by-state shipping and licensing rules. These same rules that make the category complicated to operate in are part of what keeps it fragmented. There's no single dominant national storefront for spirits the way there is in other corners of retail. LQR House's thesis is that there's room for a direct nationwide online destination for spirits, one that pairs the convenience of e-commerce with the curated feel of a specialty shop, and that an operator who both runs the marketplace and owns brands sold on it can capture value at more than one point in the chain, the sale itself and the broad economics underneath it. So what's the business model, Charlie? Well, LQR House operates through a set of wholly owned subsidiaries. One owns and operates the CWS platform, the CWSpirits.com online alcohol retailer, though it's worth noting that the product handling, packaging, and shipping for those orders are carried out by a partner that owns the underlying brick-and-mortar operation, rather than by LQR House directly. A second subsidiary develops and markets the company's own brand, Swall Tequila, which has earned retail and distribution approvals in Canada and has been rolled into additional international markets. A third entity is used for joint venture arrangements. The owned tequila brand is the piece management talks up as a growth engine, and the logic is straightforward. Selling other people's brands earns the company a slice, but selling a brand it owns lets it keep more of the economics on each bottle. To that end, the company has pushed distribution well beyond the US, landing approval through Ontario's provincial liquor board and stepping into markets as far afield as Greece and Thailand. The marketing approach leans on partnerships, influencer-style content, and the same search-driven traffic engine that feeds the broader storefront, with the stated aim of building the kind of brand recognition that turns into repeat buyers rather than one-time purchases. Alongside the marketplace and the owned brand, the company sells digital marketing and brand development services to third-party alcohol brands that want exposure on the platform. Recent collaborations have spanned names across tequila, whiskey, and flavored spirits. It also has worked to build membership-style offerings, including a curated wine club on top of straightforward retail sales, and it holds a minority stake in a Canadian estate winery. A recurring theme in the company's own messaging is its reliance on search engine optimization to pull traffic to the storefront, which it frames as a lower-cost alternative to leaning heavily on paid advertising. Over roughly the past year, LQR House has carried Swole Tequila into Canada and overseas through new retail and distribution approvals, kept signing marketing partnerships with outside spirits brands, reincorporated from Nevada to Delaware, terminated its joint venture agreements with all committed funds, and returned to the company in full. Now let's talk about the leadership. This company is led by founder and CEO Sean Dollinger, a serial e-commerce entrepreneur who has been at the helm since its early days. Management has framed the last couple of years as a restructuring period, reorganizing the team, winding down higher-cost parts of the business, refreshing the board, and pushing into new international markets, with a stated goal of moving the business towards operating efficiency and eventually profitability. Now let's talk about the risks. This is a super small cap, very speculative, very high volatility, and dilution-heavy stock. Like most super small cap stocks, you just gotta simply understand these risks when you're doing your due diligence. This company is trying to grow, but it is also still losing money, so you gotta keep that in mind when you're doing your own due diligence on this stock. But anyways, LQR House is a small spirits e-commerce company with an owned tequila brand, a marketplace business that leans on search-driven traffic, a brand marketing services arm, a recently strengthened cash position. This company trades as a YFC on the Nasdaq, and if you'd like to learn more about it, well, I'll put the link to their investor relations page down below. Have a great rest of your day, we'll see you in the next video.