The Market is Wrong About Hims (Again)

2026-02-05 · 5 company · 4 thematic

sentiment

4 bull0 bear1 neu

speakers

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 continues to vertically integrate and they do that to bring better diagnostics and treatments at a lower cost over time... ultimately the only point of that is to bring patients into the platform... so that HIMS obtains longitudinal h…”

—antonio linares

now playing · $HIMS

$HIMS···bullish· high· posantonio linares

HIMS building proprietary data moat via vertical integration to power AI doctor

HIMS is vertically integrating (peptide manufacturing, labs, diagnostics) to accumulate longitudinal health data at scale, enabling a proprietary AI doctor that outperforms human…

$PLTR···bullish· high· posantonio linares

Palantir case study: 75% drawdown in 2022 preceded exponential value creation

Palantir's 75% stock decline in 2022 amid competition fears was a buying opportunity; marginal user experience advantages in digital platforms compound into exponential adoption a…

$UDACITYneutral· lowantonio linares

Udacity AI courses enabled early Palantir and AMD conviction

Udacity's developer-level AI courses (taken years ago) provided the technical foundation to understand AI-driven companies like Palantir early, though the platform's user experien…

$AMD···bullish· high· posantonio linares

Held AMD for over a decade, generating significant returns

Long-term holding of AMD (decade-plus) driven by fundamental understanding of semiconductor value creation, enabled by developer-level AI education.

$DUOL···bullish· medium· posantonio linares

Holds Duolingo position alongside HIMS as part of venture-style public equity portfolio

Duolingo represents the education thesis — democratizing access to learning globally — held as a core position in a concentrated portfolio of high-conviction bets.

←

▶ 0:02 · $HIMS · The Market is Wrong About Hims (Again)

episode briefing

Antonio Linares