Antonio Linares
Hims Has 100X Potential. From here. #hims #stocks #stockmarket
10/16/2025, 2:35:15 PM
Economic Summary
- The market currently underestimates how much value AI can unlock when applied to vertically integrated healthcare networks like HIMSS; this could drive significant upside as models improve.
- Longitudinal, multi-dimensional patient data across a large treatment network creates unusually rich training data for AI, increasing potential effectiveness and commercial value of healthcare AI solutions.
- Network effects in healthcare data and AI deployment suggest a winner-takes-most dynamic, meaning leading networks (HIMSS) could capture disproportionate value, though rivals may still appear.
Bullish
- HIMSS's vertically integrated healthcare network with longitudinal patient data is uniquely valuable for AI.
- AI capabilities (as referenced by Sundar) will exponentially increase value unlocked across healthcare networks.
- Network effects favor a winner-takes-most outcome, positioning HIMSS as the current leader.
Bearish
- Competition could emerge and challenge HIMSS's network advantage.
- Market may overestimate the timing or extent of AI value realization.
Bullish tickers
HIMSSGOOGL
GOOGL
Bullish
Sundar Pichai's remarks about AI capabilities support broader AI value capture themes relevant to Alphabet.
HIMSS
Bullish
Vertically integrated infrastructure and longitudinal patient data make HIMSS a strong candidate to capture healthcare AI value.
Bearish
Other networks or competitors could emerge, so dominance is not guaranteed.
People mentioned
Sundar PichaiBrian Johnson