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▶ 5:31 · $HIMS · FINAL WARNING for Hims Investors: Something Big is Coming.
episode briefing
Antonio Linares

FINAL WARNING for Hims Investors: Something Big is Coming.

2026-02-13 · 1 company · 2 thematic
sentiment
1 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
“I'm very much long in this company, and this is a cope maxing video, which I I hope you enjoyed, but actually, I think I'm going to make a lot of money here.”
—antonio linares
now playing · $HIMS
$HIMS···bullish· high· posantonio linares
Linares doubles down on Hims amid panic selling: biomarkers and peptides thesis intact
The speaker argues Hims is being irrationally sold off despite fundamentals improving (FCF/share rising, revenue up 14x since IPO), and the long-term thesis on biomarkers/peptides…