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![CMDarnton Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1936166431378300928.png) Christian Darnton [@CMDarnton](/creator/twitter/CMDarnton) on x 5380 followers
Created: 2025-07-19 14:53:04 UTC

$HIMS is doing to medicine what Palantir did to defense.

But they’re verticalizing the entire stack.

→ Telehealth front-end
→ Compounding infrastructure
→ Subscription-based machine

They’re not selling drugs.
They’re rebuilding healthcare.


XXX engagements

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**Related Topics**
[hims](/topic/hims)
[coins healthcare](/topic/coins-healthcare)
[drugs](/topic/drugs)
[telehealth](/topic/telehealth)
[stocks defense](/topic/stocks-defense)
[palantir](/topic/palantir)
[$hims](/topic/$hims)
[hims hers](/topic/hims-hers)

[Post Link](https://x.com/CMDarnton/status/1946584076993081594)