this company is palantir for healthcare

2026-06-10 · 6 company · 3 thematic

sentiment

3 bull0 bear3 neu

speakers

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

“I went long Palantir at $7 and if you want to verify my track record because you only just met me here in the screen. I think it's in the right or the left. I'm not sure. You're going to see a link to the first video ever that I made on th…”

—antonio linares

now playing · $PLTR

$PLTR···bullish· high· posantonio linares

Palantir playbook repeating in healthcare via Tempus AI

The same proprietary data + platform flywheel that drove Palantir's transformation from $7 to trillion-dollar valuation is now executing in healthcare through Tempus AI, with iden…

$TEM···bullish· highantonio linares

Tempus AI is Palantir for healthcare with 500PB proprietary data moat

Tempus AI has built an irreplicable proprietary dataset (500 petabytes, 45M+ patients, 5000 institutions) by embedding diagnostic pipelines into US hospitals, creating a Palantir-…

$TEM···bullish· highunknown

ALC Magic calls Tempus AI 'Palantir in a lab coat': hospital data moat without rivals

500 petabytes of proprietary multimodal data from 5,000 US hospitals build an ontology-velocity flywheel that is impossible to replicate; at 4x sales with 126% NRR, an inflection…

$NAUT···neutral· lowantonio linares

Nautilus reads proteome but is earlier-stage science play vs Tempus data platform

Nautilus focuses on reading the proteome (protein interactions) as a deep science play, whereas Tempus is a deployed data platform already generating revenue and insights from 500…

$RXRX···neutral· lowantonio linares

Recursion has physics/chemistry AI models but lacks Tempus's data scale

Recursion builds differentiated physics and chemistry AI models for drug discovery, but operates at a different layer of the value stack — pushing scientific frontiers rather than…

$HIMS···neutral· lowantonio linares

Hims operates outside insurance system with aligned incentives vs Tempus

Hims & Hers operates outside the traditional insurance reimbursement system, giving it fundamentally different incentives (optimizing patient health) compared to Tempus which must…