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▶ 0:00 · $HIMS · hims is the next big thing
episode briefing
Antonio Linares

hims is the next big thing

2026-06-18 · 3 company · 3 thematic
sentiment
2 bull0 bear1 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
“My view is that Hims's intrinsic value will be between 2,000 and 3,000 dollars per share by the year 2030. This is an exponential wealth creation event. ... Hims is not actually a dual happy one company, it's a health chronology. Increasin…”
—antonio linares
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Nautilus flagged as key proteomics read layer for longevity ontology
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