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$PLTR · my next palantir at $7
now playing · $PLTR
$PLTR···bullish· high· posantonio linares
Linares holds Palantir from $7, sees multi-year upside to $130+
Palantir is a foundational AI infrastructure company misunderstood as consulting in 2022; free cash flow per share compounding will drive shares far higher over 5-10 years.
$AMD···bullish· high· posantonio linares
Linares long AMD since $4.20 in 2014, cites Costco-algorithm FCF compounding
AMD exemplifies the Costco algorithm — solving acute customer pains in hard-to-replicate ways, printing cash reinvested into widening moats, driving exponential free cash flow per…
$HIMS···bullish· high· posantonio linares
HIMS is 'Costco for biomarkers' — largest D2C platform building superhuman AI doctor via proprietary longitudinal data
HIMS owns the only vertically integrated peptide supply chain and largest D2C healthcare platform; each new customer adds longitudinal biomarker data that trains an AI doctor no c…