Antonio Linares

FINAL Warning for Hims Shareholders. Understand this NOW.

Name: FINAL Warning for Hims Shareholders. Understand this NOW.
Uploaded: 2025-10-16T14:43:26Z
Description: In this conversation, Antonio Linares discusses the current state and future potential of Hims, a healthcare company focused on hormone replacement therapy and other innovative treatments. He emphasizes the company's strong fundamentals, the potential for a short squeeze, and the transformative role

10/16/2025, 2:43:26 PM

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Economic Summary

HIMS (HIMS) has exhibited structurally improving fundamentals with rising free cash flow per share, aside from a recent minor downtick, supporting a long-term growth thesis.
The company is described as trading at a modest valuation (noted as under 10× sales), implying potential undervaluation if rapid growth continues.
Combining HIMS's vertically integrated patient network and peptide manufacturing with advanced AI (e.g., Google's models) could unlock significant incremental value through better outcomes and improved unit economics.
Peptides and HRT (testosterone and menopause treatments) are framed as large, expanding markets in which GLP-1s are only a subset, broadening the total addressable market.
Network effects, rising ARPU from additional verticals, and word-of-mouth dynamics point toward a winner-takes-most outcome and improving unit economics over time.

Bullish

Vertically integrated, patient-centric model with peptide manufacturing and at-home testing creates a strong moat.
Free cash flow per share is rising structurally, supporting long-term valuation upside.
AI applied to longitudinal patient data could exponentially increase value and improve unit economics.

Bearish

Legal and regulatory risk around GLP-1-related lawsuits could materialize and hurt revenues.
High short interest and retail speculation may produce extreme price volatility or squeezes.
Bubble or hype around AI/healthcare could lead to temporary overvaluation and investor losses.

Bullish tickers

HIMSGOOGL

Bearish tickers

HIMS

Bullish

Vertically integrated, patient-centric company with peptide manufacturing and at-home testing; rising free cash flow, expanding HRT/peptide market, and AI/network upside.

Bearish

Exposure to legal/regulatory risk around GLP-1 and disruptive model; high short interest could cause volatile sell-offs.

GOOGL

Bullish

Google's AI breakthroughs (cancer model) could be applied to healthcare networks like HIMS, unlocking large downstream value.

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