Antonio Linares

NDaaS (Not Dying as a Service) Is the Next Big Thing. #hims #healthcare

Name: NDaaS (Not Dying as a Service) Is the Next Big Thing. #hims #healthcare
Uploaded: 2025-10-28T16:07:19Z
Description: In this thought-provoking clip, Antonio Linares delves into the concept of "not dying as a service," suggesting that the future may hold the possibility of living indefinitely as a service. He critiques the narrow focus on financial data, like credit card earnings, arguing that the true endgame for

10/28/2025, 4:07:19 PM

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Economic Summary

Short-term earnings signals — for example credit-card transaction data tied to HIMSS — are driving depressed investor sentiment, but the speaker argues this misses larger secular trends in healthcare and longevity (HIMSS).
The speaker asserts we are entering a rapid acceleration toward longevity-as-a-service driven by coordinated advances across organs, glands, peptides, and molecular pathways, implying major long-term growth opportunities for companies in biotech and longevity-focused healthcare.

Bullish

Huge long-term opportunity in longevity — 'not dying as a service' paradigm shift.
Deep biotech/biomedical advances across organs, glands, peptides and pathways accelerating progress.

Bearish

Investors are pessimistic about HIMSS earnings due to weak credit-card data.
Focus on near-term payments/transaction signals can depress sentiment despite longer-term trends.

Bearish tickers

HIMSS

Bullish

Speaker argues market is missing the larger longevity trend; long-term opportunity in staying healthy and extending life could outweigh short-term earnings noise.

Bearish

Earnings are described as depressed because of weak credit-card/transaction data, creating near-term investor pessimism.