Important WARNING to Hims Investors: The Timeline is Accelerating.

2026-03-18 · 5 company · 3 thematic

sentiment

5 bull0 bear0 neu

speakers

antonio linares

Antonio Linares runs a concentrated six-stock portfolio plus micro investments, focusing on 'singularity scalers' — companies with proprietary data moats that compound value via AI scaling laws. He bought Palantir at ~$7, held through 2022-2024 drawdowns, and teaches a course on modern value creation processes. His framework emphasizes betting early on extraordinary companies, holding forever, and learning from concentrated mistakes.

quote

“Hims recently launched Hims Labs. And so, while that looks like a just another vertical, it's actually the foundation for healthcare 2.0, for a radically different healthcare system... Everything Hims has done since inception around 7 to 8…”

—antonio linares

now playing · $HIMS

$HIMS···bullish· high· posantonio linares

Hims Labs positions HIMS as top-of-funnel for AI-driven healthcare 2.0 with 100X potential

Hims is building exhaustive longitudinal biomarker data at scale via Hims Labs, creating a proprietary data flywheel where AI can 'prompt cures' for conditions like cancer, Alzhei…

$IBRX···bullish· medium· posantonio linares

ImmunityBio offers asymmetric biotech bet with world-class founder and immune reboot platform

ImmunityBio has a world-class founder-scientist-operator in Patrick Soon-Shiong, a massive TAM in rebooting immune systems via interleukin-15, and a hard-to-replicate platform. Wh…

$PLTR···bullish· high· posantonio linares

Palantir up 20X forms horizontal ontology grid with Tesla for autonomy and energy

Palantir has delivered 20X returns since the speaker went long, now trading at $150. It forms the horizontal layer of an 'ontology grid' alongside Tesla (autonomy/energy), vertica…

$NAUT···bullish· mediumantonio linares

Nautilus iterative proteomic mapping could unlock whole-body proteome profiling for AI-driven medicine

Nautilus is developing iterative mapping technology to assay the full human proteome including all proteoforms (phosphorylation states). This exhaustive proteomic data, combined w…

$LLY···bullish· mediumantonio linares

Eli Lilly's $1T GLP-1 business is just a tiny fraction of coming asymmetric peptide market

Lilly's trillion-dollar GLP-1 franchise represents only a sliver of the broader asymmetric peptide/biomarker/AI opportunity. The speaker believes the peptide platform market will…