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$HIMS · Hims Is Only Getting Started...
now playing · $HIMS
$HIMS···bullish· high· posantonio linares
Hims positioned as healthcare top-of-funnel via labs and AI-driven biomarker platform
Hims is building an exhaustive biomarker machine and proteome digital twin provider, becoming the top of funnel for healthcare by combining longitudinal patient data with AI to de…
$DUOL···bullish· medium· posantonio linares
Duolingo shares Hims' compounding moat model; currently down 44% from entry
Duolingo has the same business model as Hims and Netflix — solving acute customer pains in increasingly hard-to-replicate ways while reinvesting cash at high returns. The speaker…
$PLTR···bullish· high· posantonio linares
Palantir 27x return validates productization thesis over government revenue concerns
In 2022, the market focused on decelerating government revenue but missed the productization of Foundry and Gotham and the digital twin network effects, leading to a 27x stock app…
$NFLX···bullish· highantonio linares
Netflix 2022 inflection proves compounding moat model via ad-tier and reinvestment edge
Netflix's shift to ad-based subscriptions made replication harder; slightly better ROI on reinvested cash compounded into radical outperformance. The market initially misread the…
$AMD···bullish· highantonio linares
AMD contrarian bets paid off twice over a decade apart
Consensus was wrong on AMD both over a decade ago and in 2025, creating asymmetric opportunities. The speaker's view remained completely different from consensus, which called the…
$SMCI···neutral· lowantonio linares
SMCI dip noted but not analyzed; may revisit
The speaker hasn't looked at Super Micro Computer for a long time but acknowledges the dip and may revisit the company.