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▶ 0:00 · $HIMS · hims figured something out
episode briefing
Antonio Linares

hims figured something out

2026-05-12 · 2 company · 3 thematic
sentiment
2 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 as of Q1 2026 is going through its AIP equivalent moment. It has shifted from a kind of marketplace where people can buy pills to a two-sided operating system that everyone in the healthcare industry has to run on to survive and thriv…”
—antonio linares
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Hims enters AIP moment: building two-sided healthcare OS with $2,000 price target by 2030
Hims has shifted from selling pills to a token-based intelligence platform where proprietary biomarker data from labs and GLP-1 treatments trains an AI doctor, creating a winner-t…
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