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$HIMS

Hims & Hers Health
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Hims & Hers operates a direct-to-consumer healthcare platform offering telehealth consultations, personalized treatments, and wellness products.

sentiment mix
bull 94%bear 1%neu 5%

signal summary

latest high-conviction thesis
Hims applies Costco model to healthcare: biomarkers + deflationary scale + customer acquisition via acute needs▾

Hims combines exhaustive biomarker testing (top-of-funnel data) with industrial-scale fulfillment of personalized molecules, acquiring customers through acute needs (ED, hair loss) then funneling into preventive biomarker subscriptions. This bottoms-up model disrupts top-down healthcare.

thomasT1Antonio Linares2026-01-26
confidence 88 / 100impact High
key themes
  • GLP-1 & Metabolic Drugs53%
  • AI in Healthcare50%
  • Healthcare Systems & Policy28%
  • AI Drug Discovery26%
  • Longevity & Aging20%

bull thesis · 94

90 / 100
  • •Long HIMS since $15: predictive health ontology building unmatched infrastructure
  • •Hims building superhuman health AI with proprietary clinical data moat
  • •Hoium calls FTC lawsuit 'nothingburger', sees 13% drop as buying opportunity for largest position

bear thesis · 1

24 / 100
  • •Hims & Hers issues $350M zero-coupon convertible notes with capped call at $50.15

company research · 7 videos

mentions · 100

Antonio LinaresI called palantir at $7 and amd at $4.2. this is next1 mentions · 1▲ 0▼ 0○ · 10 days ago
0:007:0015:0022:0030:00
Asymmetric InvestingIs Hims & Hers the Next Netflix of Healthcare?1 mentions · 1▲ 0▼ 0○ · 24 days ago
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Asymmetric Investing4 Incredible Stocks I Love Today4 mentions · 4▲ 0▼ 0○ · last month
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Asymmetric InvestingIs Hims & Hers a Buy After Earnings? | $HIMS3 mentions · 3▲ 0▼ 0○ · 2 months ago
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Asymmetric InvestingWhy Hims & Hers AI Is a Game Changer3 mentions · 3▲ 0▼ 0○ · 2 months ago
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Asymmetric InvestingHims & Hers Stock ALERT! -- Everything You Need to Know2 mentions · 2▲ 0▼ 0○ · 2 months ago
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Asymmetric Investing5 Growth Stocks Nobody's Talking About Yet2 mentions · 2▲ 0▼ 0○ · 2 months ago
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Antonio Linaresmy next palantir at $72 mentions · 2▲ 0▼ 0○ · 2 months ago
0:008:0017:0026:0035:00
Asymmetric InvestingAsk Me Anything: July 2026 Edition2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:007:0015:0022:0030:00
Asymmetric InvestingHims Peptide Catalyst: The Valuation Shift Nobody Saw Coming2 mentions · 2▲ 0▼ 0○ · 2 months ago
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Antonio Linaresbigger than amd at $4.2 and palantir at $73 mentions · 3▲ 0▼ 0○ · 2 months ago
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Asymmetric InvestingOwlet vs the Market: Why This Stock Could Explode1 mentions · 1▲ 0▼ 0○ · 2 months ago
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Antonio Linaresmy next stock picks after AMD and Palantir1 mentions · 1▲ 0▼ 0○ · 3 months ago
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Asymmetric InvestingHims & Hers Stock: Why This Is a 10x Stock1 mentions · 1▲ 0▼ 0○ · 3 months ago
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Asymmetric Investing5 Stocks I Think Could 10x From Here1 mentions · 1▲ 0▼ 0○ · 3 months ago
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Antonio Linareshims is the next big thing2 mentions · 2▲ 0▼ 0○ · 3 months ago
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Antonio Linaresbiology stocks are the next frontier 2 mentions · 2▲ 0▼ 0○ · 3 months ago
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Antonio Linaresone of these two companies is the next palantir2 mentions · 2▲ 0▼ 0○ · 4 months ago
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SeedRocket TVHealth Expert: "AI already knows more than your doctor" - SeedRocket Roundtable1 mentions · 1▲ 0▼ 0○ · 4 months ago
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Antonio Linaresthis company is palantir for healthcare 1 mentions · 0▲ 0▼ 1○ · 4 months ago
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Antonio Linareswe have to talk about hims and duolingo...1 mentions · 1▲ 0▼ 0○ · 4 months ago
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Asymmetric InvestingHims & Hers Just Got a LOT Bigger! | $HIMS1 mentions · 1▲ 0▼ 0○ · 4 months ago
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Antonio Linaresthe most asymmetric bet in history1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:006:0012:0018:0025:00
Asymmetric InvestingStop Buying Mega-Caps: 5 Asymmetric Bets for 10x Gains | $ONON $HIMS $ZETA $UBER $SOFI1 mentions · 1▲ 0▼ 0○ · 4 months ago
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Antonio Linaresbigger than palantir at $7 and amd at $4.21 mentions · 1▲ 0▼ 0○ · 4 months ago
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Asymmetric InvestingWhy Hims & Hers Stock Just Dropped (And What Happens Next) | $HIMS2 mentions · 0▲ 1▼ 1○ · 4 months ago
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Asymmetric InvestingThe 7 Stocks I'm Buying Before They Explode2 mentions · 2▲ 0▼ 0○ · 4 months ago
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Asymmetric InvestingHUGE Hims & Hers Stock News Today! $HIMS1 mentions · 1▲ 0▼ 0○ · 5 months ago
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Antonio Linareshims figured something out1 mentions · 1▲ 0▼ 0○ · 5 months ago
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Asymmetric InvestingBREAKING: Hims & Hers Earnings Breakdown | The Growth Nobody's Talking About1 mentions · 1▲ 0▼ 0○ · 5 months ago
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Asymmetric InvestingHims & Hers Stock: This Changes Everything! | $HIMS1 mentions · 1▲ 0▼ 0○ · 5 months ago
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Asymmetric Investing5 Stocks I Love in May2 mentions · 2▲ 0▼ 0○ · 5 months ago
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Asymmetric InvestingFINALLY! Hims & Hers + Eli Lilly1 mentions · 1▲ 0▼ 0○ · 5 months ago
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Asymmetric InvestingThis Stock Has $1 Trillion In Potential | Hims & Hers Thesis1 mentions · 1▲ 0▼ 0○ · 5 months ago
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Asymmetric InvestingAsymmetric Investing April AMA2 mentions · 1▲ 0▼ 1○ · 5 months ago
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Antonio Linaresthis is bigger than AMD at $41 mentions · 1▲ 0▼ 0○ · 5 months ago
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Asymmetric InvestingDid Hims & Hers Just Become an AI Company?1 mentions · 1▲ 0▼ 0○ · 6 months ago
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Asymmetric Investing10 Incredible Stocks to Buy On The Dip1 mentions · 1▲ 0▼ 0○ · 6 months ago
0:003:007:0011:0015:00
Antonio Linaresthe investor who called palantir at $7 is now buying peptides1 mentions · 1▲ 0▼ 0○ · 6 months ago
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Asymmetric InvestingAsymmetric Investing AMA2 mentions · 2▲ 0▼ 0○ · 6 months ago
0:007:0015:0022:0030:00
Asymmetric InvestingShocking Hims & Hers GLP-1 News2 mentions · 2▲ 0▼ 0○ · 6 months ago
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Antonio LinaresI Was Early on Palantir. Hims Is My Next Bet.1 mentions · 1▲ 0▼ 0○ · 6 months ago
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Asymmetric InvestingThis Hims & Hers Move Could Destroy Competitors1 mentions · 1▲ 0▼ 0○ · 6 months ago
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Antonio LinaresEarly Palantir Investor: "Biology is the Next AI.”1 mentions · 1▲ 0▼ 0○ · 6 months ago
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Antonio LinaresImportant WARNING to Hims Investors: The Timeline is Accelerating.1 mentions · 1▲ 0▼ 0○ · 6 months ago
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Antonio LinaresHims is Not What You Think It Is...1 mentions · 1▲ 0▼ 0○ · 7 months ago
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Asymmetric InvestingHims & Hers + Novo Nordisk: Everything You Need to Know | $HIMS $NVO1 mentions · 1▲ 0▼ 0○ · 7 months ago
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Antonio Linares"Hims Will be a $2,000 Stock By 2030"1 mentions · 1▲ 0▼ 0○ · 7 months ago
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Asymmetric InvestingHims & Hers Stock Skyrockets 40%: What We Know Today | $HIMS1 mentions · 1▲ 0▼ 0○ · 7 months ago
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Antonio LinaresPeptides Are Claude Code For Your Body1 mentions · 1▲ 0▼ 0○ · 7 months ago
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Antonio Linares“Hims Is Disrupting the $1 Trillion Cancer Industry”1 mentions · 1▲ 0▼ 0○ · 7 months ago
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Asymmetric InvestingHow Hims & Hers is Disrupting the $10 Trillion Healthcare Industry | $HIMS1 mentions · 1▲ 0▼ 0○ · 7 months ago
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Antonio LinaresNvidia and AMD Just Did the Unthinkable: A Massive Event is Coming in 2026.1 mentions · 1▲ 0▼ 0○ · 7 months ago
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Asymmetric InvestingHims & Hers Update: The Real Story Behind Earnings | $HIMS1 mentions · 1▲ 0▼ 0○ · 7 months ago
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Antonio Linares"Hims is Building the Most Valuable Subscription On Earth"1 mentions · 1▲ 0▼ 0○ · 7 months ago
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Antonio LinaresHims: A Once in A Lifetime Event is Coming in 2026.1 mentions · 1▲ 0▼ 0○ · 7 months ago
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Asymmetric InvestingHims & Hers HUGE Acquisition News! | $HIMS1 mentions · 0▲ 0▼ 1○ · 7 months ago
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Antonio LinaresThe Secret Tech Shift That Will Kill 90% of Software Companies1 mentions · 1▲ 0▼ 0○ · 7 months ago
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Antonio LinaresFINAL WARNING for Hims Investors: Something Big is Coming.1 mentions · 1▲ 0▼ 0○ · 7 months ago
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Antonio LinaresDuolingo is Dead...1 mentions · 1▲ 0▼ 0○ · 8 months ago
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Antonio LinaresHims is in Big Trouble...1 mentions · 1▲ 0▼ 0○ · 8 months ago
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Antonio LinaresGoing All In On Palantir, Hims and Duolingo w/Christian Darnton2 mentions · 2▲ 0▼ 0○ · 8 months ago
0:0021:0042:001:03:001:25:00
Antonio LinaresThe Market is Wrong About Hims (Again)1 mentions · 1▲ 0▼ 0○ · 8 months ago
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Antonio LinaresWe Have to Talk About Palantir Very Seriously... And is Duolingo A Mistake?1 mentions · 1▲ 0▼ 0○ · 8 months ago
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Antonio LinaresHow I Invested in Palantir, AMD and Tesla Early1 mentions · 1▲ 0▼ 0○ · 8 months ago
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Antonio LinaresAMD Lisa is the Best Non-Founder CEO, The AI Bubble, Hims Is the Future of Healthcare w/ Thomas1 mentions · 1▲ 0▼ 0○ · 8 months ago
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Antonio LinaresSuperpower CEO Max Marchione on AI Doctors, Peptides & Gene Editing1 mentions · 0▲ 0▼ 1○ · 9 months ago
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Antonio LinaresHims Is Only Getting Started...1 mentions · 1▲ 0▼ 0○ · 9 months ago
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Antonio LinaresBetting My Entire Net Worth On Palantir, AMD, Hims, Duolingo, Tesla And...1 mentions · 1▲ 0▼ 0○ · 9 months ago
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Antonio LinaresHims and Duolingo are Trillion Dollar Companies in the Making1 mentions · 1▲ 0▼ 0○ · 9 months ago
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Antonio LinaresHow This Millionaire Retail Investor Went from $28K to $2M in the Stock Market1 mentions · 1▲ 0▼ 0○ · 9 months ago
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Antonio LinaresHims Is About to Trigger the Biggest Healthcare Shift in 100 Years1 mentions · 1▲ 0▼ 0○ · 9 months ago
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Antonio Linares"HIMS Stock Is Dirt Cheap And Could Trigger a 2026 Mega-Rally"1 mentions · 1▲ 0▼ 0○ · 10 months ago
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Antonio Linares"This Crash Will Make Millionaires": MUST WATCH for Hims and Duolingo Shareholders.1 mentions · 1▲ 0▼ 0○ · 11 months ago
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Antonio Linares"Michael Burry is WRONG About AI Stocks"1 mentions · 1▲ 0▼ 0○ · 11 months ago
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Antonio LinaresHims is Moving Towards a "Palantir Moment."1 mentions · 1▲ 0▼ 0○ · 11 months ago
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