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▶ 3:01 · $HIMS · "This Crash Will Make Millionaires": MUST WATCH for Hims and Duolingo Shareholders.
episode briefing
Antonio Linares

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

2025-11-14 · 2 company · 4 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
“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
now playing · $HIMS
$HIMS···bullish· high· posantonio linares
HIMS tracking toward hyperpersonalization via lab testing, FCF per share compounding
New lab testing launch opens gateway to precision medicine and hyperpersonalization — understanding subscribers at molecular level to proactively treat illness before clinical sym…
$DUOL···bullish· high· posantonio linares
Duolingo as AI-native singularity scaler with proprietary data moat
Proprietary engagement data is the 21st-century moat; Duolingo plugs frontier models into its unique dataset to deliver AI-powered features (e.g., video chat with Lily) that compe…