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▶ 0:00 · $HIMS · $NVO · "Hims Will be a $2,000 Stock By 2030"
episode briefing
Antonio Linares

"Hims Will be a $2,000 Stock By 2030"

2026-03-09 · 5 company · 3 thematic
sentiment
4 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
“Hims stock is up something like 40 to 45% in the pre-market as both Hims and Novo have finally confirmed the rumors we heard in Friday night, which is the companies are no longer in a legal battle and they are now partners. Novo will be se…”
—antonio linares
now playing · $HIMS · $NVO
$HIMS···bullish· high· posantonio linares
Hims partners with Novo Nordisk to become central healthcare data network
The Novo partnership validates Hims' platform model; as GLP-1 peptides commoditize, value shifts to networks holding longitudinal patient data that can personalize therapies, crea…
$NVO···bullish· mediumantonio linares
Novo Nordisk partners with Hims to access longitudinal patient data for personalized GLP-1 delivery
Novo is behind Lilly in next-generation GLP-1s and recognizes the need for patient data to differentiate its peptides; partnering with Hims gives them distribution and data access…
$LLY···neutral· mediumantonio linares
Eli Lilly leads in next-gen GLP-1s but faces commoditization pressure
Lilly is ahead with GLP-3/retatrutide but all peptide sequences are becoming commodities, forcing price competition for distribution; they may eventually need to join data platfor…
$REGN···bullish· lowantonio linares
Regeneron's mesenchymal cell therapies could leverage Hims platform for personalization
Regeneron's pipeline including mesenchymal cells represents the type of next-gen biotech that will need longitudinal patient data platforms to personalize delivery and compete eff…
$IBRX···bullish· lowantonio linares
ImmunityBio seen as future joiner to Hims data platform for personalized cell therapies
Next-generation biotech companies like ImmunityBio will have increasing incentives to join Hims' platform to leverage its longitudinal patient data for personalizing cell therapie…