▶ 20:06 · $HIMS · Linares unveils HIMS as next Palantir-scale bet: Costco for biomarkers

episode briefing

my next palantir at $7

2026-07-27 · 3 company · 5 thematic

sentiment

3 bull0 bear0 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

“So, this is HIMS. This is uh HIMS is already standing where this exact thesis lands. all these factors converge towards him is because it's simply the largest DTOC direct to consumer healthcare platform on earth. The distribution is built…”

—antonio linares

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