LikeFolio Weekly Roundup

Hims & Hers (HIMS) stock sat near $21 in late May. It is up roughly 60% since, including a ~12% jump on June 15 alone, and Wall Street is scrambling to explain a move it never saw coming.

But we did.

Our May MegaTrends research went all-in on longevity while the rest of the Street ignored it.

This month the news caught up, fast.

And HIMS is only the start. We have spotted several pin action plays to watch as consumers seek longevity.

Here is what you might have missed:

Midjourney Just Pivoted to Healthcare

Until this week, Midjourney was an AI image generator. A small, self-funded lab best known for turning text prompts into art, with no footprint in medicine whatsoever. Then its CEO, the founder behind the hand-tracking company Leap Motion, unveiled a full-body ultrasound scanner and a plan to put 50,000 of them around the world by 2031. When one of the sharpest builders in AI walks out of his lane to bet the next decade on keeping people alive longer, that is the same thesis driving our longevity book. We map what the pivot means for the consumer side of the trade.
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The Obesity Line Just Bent for the First Time in 40 Years

The adult obesity rate fell for the first time in four decades, and GLP-1 use more than doubled. Wall Street treated what that means for HIMS as a margin problem. We pulled the consumer data and reached a very different read.
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Reverse Aging Just Crossed Into Human Trials

Life Biosciences dosed its first human patient with a gene therapy built to reverse aging in the optic nerve, the first epigenetic rejuvenation therapy ever cleared for people. The science is early. The investable layer is not. We walk through who actually benefits as this moves from the lab toward the clinic.
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A Telehealth Land Grab, and the Peptide Catalyst Hiding in Plain Sight

HIMS just closed an acquisition that extends it across nine countries and folds in hundreds of thousands of new customers. The bigger story is the catalyst almost no one is modeling: an FDA meeting next month that could reopen a restricted drug class right as HIMS is built to monetize it. We lay out why the timing matters.
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Infinite Hold Updates

Tesla (TSLA) Remains the Core Musk Bet

Cathie Wood, founder of ARK Invest and one of Wall Street's most closely followed growth investors, made headlines this week after trimming Tesla and buying roughly $444 million worth of newly public SpaceX (SPCX) shares.

When Wood makes a move, investors pay attention. She's built her reputation by making big bets on disruptive technologies long before they become mainstream.

Many investors are treating SpaceX and Tesla like competing bets.

We see it differently.

Elon Musk isn't building a collection of separate companies. He's building an ecosystem.

Tesla, SpaceX, Starlink, xAI, and Neuralink all push toward the same future of AI, robotics, autonomy, energy, and connectivity.

The SpaceX IPO shines a spotlight on that entire ecosystem. And the stronger the ecosystem becomes, the stronger the long-term case for Tesla becomes.

More importantly, the consumer demand story remains intact. Tesla web visits are currently up 8% year over year, and the stock carries a bullish 75/100 Social Heat Score. That's a powerful combination – one that tells us consumers remain engaged with both the brand and its long-term vision.

Wall Street is beginning to notice, too. Goldman Sachs recently raised its delivery forecast above consensus expectations, Piper Sandler pointed to growing evidence that Tesla's autonomy strategy is working, and JPMorgan upgraded the stock while highlighting Tesla's scale, vertical integration, and pace of innovation.

We don't buy stocks because analysts raise price targets. But when consumer demand stays strong and Wall Street starts catching up, we'll gladly take the confirmation.

Could SpaceX become a great investment? Absolutely.

But we're not selling Tesla to chase it.

If anything, the SpaceX IPO strengthens our conviction. The more investors understand how these companies fit together, the easier it becomes to see why Tesla remains an infinite hold.

The SpaceX IPO may be the hottest story on Wall Street right now. But the data still points us back to Tesla.

Amazon (AMZN) Keeps Building

Two Amazon headlines crossed the tape this week.

Reports surfaced that the FTC could pursue a lawsuit tied to Amazon's advertising practices. At nearly the same time, Amazon announced plans for a massive new AWS data center campus in Missouri as part of its AI infrastructure expansion.

We're paying far more attention to the second story.

Companies don't spend billions building new data centers unless they see enormous demand ahead.

Amazon plans to spend roughly $200 billion on capital expenditures in 2026, with most of that investment flowing into AI compute, cloud infrastructure, and networking capacity. The new Missouri campus is just one piece of that buildout.

The project will support AWS, which powers everything from streaming services and hospital systems to financial transactions and AI applications. Amazon is also investing in power generation, grid upgrades, and local infrastructure to support the expansion.

Meanwhile, the FTC investigation appears focused on whether Amazon properly disclosed certain advertising pricing terms to marketers. While the headlines may sound dramatic, we've seen this movie before.

Amazon has faced FTC scrutiny multiple times over the years, including a high-profile case involving Prime subscriptions that ultimately resulted in a settlement and business practice changes. The company's long-term growth trajectory remained intact.

That's because Amazon's value isn't tied to any single regulatory headline. It's tied to the infrastructure it continues to build for the future.

This week's announcement tells us management sees AI demand accelerating for years to come. That's the signal we're focused on.

Google (GOOGL) Pushes AI Into Everyday Life

The biggest technology winners rarely rely on a single product.

They build ecosystems that become harder and harder for consumers to leave.

That's what we saw from Alphabet this week.

The company rolled out a series of updates across Waymo, Wear OS, and Google Home that all point in the same direction: putting AI in front of consumers throughout the day.

Waymo, Alphabet's self-driving ride-hailing business, launched a premium subscription service for frequent riders. The move reinforces something we've been watching closely: autonomy is shifting from an experimental technology into a real consumer business with recurring revenue.

Google also announced new Gemini-powered features for Wear OS smartwatches. That's particularly interesting given our long-term longevity theme. As wearable devices become smarter and more personalized, they're increasingly positioned to help consumers monitor their health, track behaviors, and make better decisions every day.

Finally, Google unveiled its first Gemini-powered smart speaker, bringing more advanced AI capabilities directly into the home.

Individually, none of these announcements are game changers.

Collectively, they show Alphabet extending its reach across transportation, health, and the connected home.

That's exactly the kind of ecosystem expansion we like to see. The more places consumers interact with Google each day, the stronger the company's long-term position becomes.