LikeFolio Weekly Roundup

Consumers want more. Companies are racing to keep up…

Wall Street spends a lot of time focusing on stock prices.

We spend more time focusing on demand.

That's because demand usually shows up first.

It shows up when a telehealth platform expands across multiple continents to keep pace with growing interest in GLP-1s, longevity, and preventative health. It shows up when consumers rush to buy Cybertrucks. And it shows up when technology giants spend hundreds of billions of dollars building the infrastructure needed to power the AI boom.

This week, we're seeing that signal across multiple holdings in the portfolio.

Hims & Hers (HIMS) – Demand Outruns Supply in Digital Health

Hims continues to expand its footprint at an impressive pace.

The company just closed its acquisition of an Australian digital health platform, adding more than 850,000 customers and extending its reach across 10 countries.

That's important on its own.

But we're paying even closer attention to what's happening beneath the surface.

Consumer demand across GLP-1s, longevity, and preventative health remains strong. Those themes continue to rank Bullish or Very Bullish in our system, helping support a LikeFolio Score of 74.

At the same time, Hims is positioning itself for what could become the next major growth category: peptides.

The company recently acquired peptide manufacturing capabilities, and an FDA review scheduled for July could reopen opportunities around several highly discussed peptide therapies. Management has already signaled plans to launch a longevity-focused specialty in 2026.

The market remains focused on today's business.

ICYMI: We're watching where consumer demand appears headed next.

Infinite Hold Updates

Tesla (TSLA) Demand Outruns Supply on the Road

The latest Cybertruck inventory lasted about as long as a fresh batch of concert tickets.

Tesla began offering used Cybertrucks directly from its inventory this week, with prices ranging from roughly $66,000 to $95,000. By the next day, the available trucks appeared to be gone.

Searches for used Cybertruck continue to trend higher, confirming that interest extends well beyond the earliest buyers.

Queries for Tesla Cybertruck price have surged more than 200% year over year. And Tesla web visits are climbing – up 10% year over year on a 30-day moving average:

These are the kind of early consumer demand signals that show up in our data before Wall Street fully appreciates the trend.

Most vehicles are transportation. The Cybertruck has become something else entirely: a cultural product.

People aren't just shopping for it. They're talking about it, searching for it, sharing it, and increasingly looking for ways to get behind the wheel.

Strong consumer demand fuels the entire Tesla ecosystem. Every Cybertruck on the road acts as a rolling advertisement for the brand and reinforces Tesla's position as one of the most talked-about companies in the world.

The headlines may come and go. The consumer demand signals remain clear. And that's exactly what we want to see as long-term Tesla shareholders.

• Date Added: April 24, 2018

• Current P/L: +2,114%

Amazon (AMZN) Demand Outruns Supply in the Data Center

We're no longer measuring the AI boom in chatbot users or chip sales.

We're measuring it in gigawatts.

Electricity demand in Texas surged 9% over the past six months – nearly five times the national average. The biggest driver? AI data centers.

That's important for Amazon investors because AWS sits at the heart of the AI infrastructure buildout. As companies rush to train larger models and deploy more AI applications, demand for computing power continues to rise.

Amazon is spending accordingly.

Goldman Sachs now expects the largest hyperscalers to invest $5.3 trillion through 2030. Amazon alone could invest roughly $200 billion next year as it expands data centers, computing capacity, and supporting infrastructure.

That's not the behavior of a company preparing for AI demand to cool. It's the behavior of a company racing to stay ahead of demand.

We've said for months that AI isn't just a software story. It's an infrastructure story. Every new model requires more chips, more servers, more networking equipment, and more electricity.

When power demand starts growing faster than almost anyone expected, it's another signal that the AI buildout remains in full swing. And Amazon remains one of the most important long-term beneficiaries of that trend.

• Date Added: April 23, 2020

• Current P/L: +166%

Google (GOOGL) Demand Outruns Supply in AI

One of the biggest risks in AI right now isn't demand.

It's keeping up with it.

Alphabet just announced plans to raise $80 billion in fresh capital, including a $10 billion investment from Berkshire Hathaway, to fund an even larger AI infrastructure buildout. The reason is simple: demand for Google's AI services is now exceeding the company's available supply.

Think about that for a moment.

Google isn't raising money because business is slowing. It's raising money because customers want more AI capacity than Google can currently deliver.

CEO Sundar Pichai recently said the biggest thing keeping him up at night is compute capacity. Power. Land. Supply chains. The physical infrastructure required to support the AI boom.

That's exactly the trend we've been tracking.

Alphabet, Amazon, Microsoft, and Meta are expected to spend more than $700 billion combined on capital expenditures this year alone. Wall Street expects industrywide AI spending to top $1 trillion by 2027.

This is another powerful confirmation that the AI buildout remains in its early innings. Google continues to strengthen its position across Search, Cloud, Gemini, and AI infrastructure at a time when demand is accelerating faster than supply.

When companies are scrambling to build more capacity, it's usually because the opportunity ahead is larger than most investors realize.

• Date Added: January 12, 2026

• Current P/L: +13%

Bitcoin (BTC) – ICYMI: Slowly, Then Suddenly

Not every opportunity announces itself with exploding demand or billion-dollar spending plans.

Sometimes the best opportunities are the ones investors have stopped paying attention to.

Bitcoin hasn't given investors much to talk about lately.

That's exactly why we spent time discussing it in this week's Founders Call.

History shows that some of Bitcoin's most frustrating periods have also been some of its most rewarding for patient investors. While capital has been flowing into AI, space, and other market leaders, Bitcoin has quietly faded into the background.

That doesn't change the long-term thesis.

In the call, we discuss why the current environment looks familiar to previous periods when Bitcoin tested investors' patience before making its next major move. We also break down one inexpensive hedge against potential quantum computing and privacy risks that most investors aren't thinking about today.

If you missed this week's call, it's worth a watch.

Watch the full Founders Call here.

• Date Added: February 22, 2023

• Current P/L: +159%