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$HIMS has 100x potential. From here.

Antonio Linares

143,776 subscribers

54,789 次观看 • 2 天前 •via X (Twitter)

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$HIMS no longer has 100X potential. It now has something like 500X potential. From here.

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Antonio Linares

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→ From an early $6.34 $PLTR investor: Most think $HIMS is a telehealth website. I think it can be a $1T healthcare platform. 100X potential over decades - if management executes. Here’s why I’m BUYING through Q2 '25 “weakness” while others panic. 🧵

→ From an early $6.34 $PLTR investor: Most think $HIMS is a telehealth website. I think it can be a $1T healthcare platform. 100X potential over decades - if management executes. Here’s why I’m BUYING through Q2 '25 “weakness” while others panic. 🧵

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🚨 $HIMS HOUSE - NEW EPISODE!! Max Marchione - Founder & CEO of Superpower Hims' Super Bowl ad, peptide market explosion, the health super-app race, what Hims might be building with its new AI talent, and why Max sees Hims as underpriced at these levels. One of the best episodes we've ever done. Thanks again Max! 00:00 - Sponsor: Mochi Health 01:58 - Why Hims' Super Bowl ad works 03:52 - Membership + manufacturing + pharma 2.0 06:33 - Superpower's approach 10:19 - The peptide market explosion and retatrutide 16:13 - Health "super-app" race: Hims, Whoop, Oura, Superpower 19:50 - Deep dive into peptides and regulatory outlook 27:50 - Superpower's product roadmap 28:39 - Pharma 2.0 and consumer-driven wellness 30:25 - Labs pricing strategies and market dynamics 36:51 - AI and engineering: what is Hims building?! 42:25 - Hims valuation: 10x (or even 100x) potential 🤯 47:27 - Future of GLP-1s Not financial, legal, or medical advice

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