The analysis covers HIMS and PLTR. HIMS experienced a 15% sell-off, settling at $54-$55. Technically, after earnings it sold off almost 15%, down to $54-55. Put call ratio is 1.66. He rolled HIMS calls out to December 2025 $65 call, expecting it to print. He mentions a support level at the $52-$54 range, and further below near the $45-46 range. Selling some puts on HIMS at $45-46 is an idea the speaker considers.PLTR on the other hand went in the opposite direction, going from $160 to $172, closing at $166. There is mention of a $400 billion market cap. Q3 revenues forecast between $1.083 billion and $1.087 billion. Karp mentioned planning to grow revenue and cutting employee count. He notes US revenues jumped 68% year over year to $733 million. Potential support levels are around $161. A large gap upwards is expected.