▶ 17:55 · $HIMS · Hims building superhuman health AI with proprietary clinical data moat

episode briefing

bigger than amd at $4.2 and palantir at $7

2026-07-20 · 6 company · 7 thematic

sentiment

5 bull0 bear1 neu

speakers

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

“you have him which in my opinion is building a super human uh health AI. H is extremely cheap, but this thing is just ridiculous. If you go to free cash flow per share, the one thing that stands out is Dolingo. It's growing free cash flow…”

—antonio linares

now playing · $HIMS

$AMD···bullish· high· posantonio linares

Linares holds AMD from $4.20, sees 5-year upside driven by AI scaling

AMD is a singularity scaler whose free cash flow per share will compound in tandem with AI scaling laws; the stock is up 5-6x from lows but has much further to run over the next f…

$PLTR···bullish· high· posantonio linares

Linares holds Palantir from $7, sees free cash flow per share accelerating

Palantir's ontology platform installs an irreplicable data moat into customers, creating a flywheel where more data trains better AI, driving exponential free cash flow per share…

$DUOL···bullish· high· posantonio linares

Duolingo flagged as singularity asymmetry: FCF/share accelerating while stock down 80%

Duolingo owns an irreplicable ontology in language education; its free cash flow per share is growing faster than Palantir or Nvidia, yet the stock is down ~80% from peak, creatin…

$HIMS···bullish· mediumantonio linares

Hims building superhuman health AI with proprietary clinical data moat

Hims is assembling a proprietary clinical and biomarker dataset that enables a superhuman health AI, creating an ontology velocity flywheel in healthcare; the stock is extremely c…

$PLTR···bullish· high· posantonio linares

Linares holds Palantir from $7, sees extreme FCF/share growth from ontology platform

Palantir's ontology platform installs an irreplicable data flywheel into enterprises, enabling AI-driven automation that generates more data, creating a widening moat and exponent…

$NVDA···neutral· lowantonio linares

Nvidia referenced as FCF/share benchmark for Duolingo comparison

Nvidia's free cash flow per share is used as a yardstick to highlight Duolingo's extraordinary FCF yield; no independent thesis on Nvidia is offered in this episode.

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▶ 17:55 · $HIMS · Hims building superhuman health AI with proprietary clinical data moat

episode briefing

Antonio Linares

bigger than amd at $4.2 and palantir at $7

2026-07-20 · 6 company · 7 thematic

sentiment

5 bull0 bear1 neu

speakers

antonio linares

quote

“you have him which in my opinion is building a super human uh health AI. H is extremely cheap, but this thing is just ridiculous. If you go to free cash flow per share, the one thing that stands out is Dolingo. It's growing free cash flow…”

—antonio linares

now playing · $HIMS

$AMD···bullish· high· posantonio linares

Linares holds AMD from $4.20, sees 5-year upside driven by AI scaling

AMD is a singularity scaler whose free cash flow per share will compound in tandem with AI scaling laws; the stock is up 5-6x from lows but has much further to run over the next f…

$PLTR···bullish· high· posantonio linares

Linares holds Palantir from $7, sees free cash flow per share accelerating

Palantir's ontology platform installs an irreplicable data moat into customers, creating a flywheel where more data trains better AI, driving exponential free cash flow per share…

$DUOL···bullish· high· posantonio linares

Duolingo flagged as singularity asymmetry: FCF/share accelerating while stock down 80%

Duolingo owns an irreplicable ontology in language education; its free cash flow per share is growing faster than Palantir or Nvidia, yet the stock is down ~80% from peak, creatin…

$HIMS···bullish· mediumantonio linares

Hims building superhuman health AI with proprietary clinical data moat

Hims is assembling a proprietary clinical and biomarker dataset that enables a superhuman health AI, creating an ontology velocity flywheel in healthcare; the stock is extremely c…

$PLTR···bullish· high· posantonio linares

Linares holds Palantir from $7, sees extreme FCF/share growth from ontology platform

Palantir's ontology platform installs an irreplicable data flywheel into enterprises, enabling AI-driven automation that generates more data, creating a widening moat and exponent…

$NVDA···neutral· lowantonio linares

Nvidia referenced as FCF/share benchmark for Duolingo comparison

Nvidia's free cash flow per share is used as a yardstick to highlight Duolingo's extraordinary FCF yield; no independent thesis on Nvidia is offered in this episode.