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▶ 0:05 · $HIMS · Hims is Moving Towards a "Palantir Moment."
episode briefing
Antonio Linares

Hims is Moving Towards a "Palantir Moment."

2025-11-04 · 1 company · 3 thematic
sentiment
1 bull0 bear0 neu
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antonio linares

Antonio Linares runs a concentrated six-stock portfolio plus micro investments, focusing on 'singularity scalers' — companies with proprietary data moats that compound value via AI scaling laws. He bought Palantir at ~$7, held through 2022-2024 drawdowns, and teaches a course on modern value creation processes. His framework emphasizes betting early on extraordinary companies, holding forever, and learning from concentrated mistakes.

quote
“My take from him's earnings report yesterday is that this company is tracking towards a palunteer kind of moment where it's uniquely positioned to take on a pseudo infinite TAM and do so at an accelerating pace as it gets bigger... the mor…”
—antonio linares
now playing · $HIMS
$HIMS···bullish· high· posantonio linares
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