$HIMS · "This Crash Will Make Millionaires": MUST WATCH for Hims and Duolingo Shareholders.

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Antonio Linares

"This Crash Will Make Millionaires": MUST WATCH for Hims and Duolingo Shareholders.

2025-11-14 · 2 company · 4 thematic

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2 bull0 bear0 neu

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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

“If you look at the testing thing they launched yesterday, it's uh the TAM for this is the whole United States and then it's the whole world. And so it's actually the gateway for precision medicine. I've been saying that HIMS is tracking to…”

—antonio linares

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