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![CMDarnton Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1936166431378300928.png) Christian Darnton [@CMDarnton](/creator/twitter/CMDarnton) on x 6414 followers
Created: 2025-07-26 16:46:18 UTC

DCFs are for clowns. You can’t compute culture. You can’t model dominance.

And with $PLTR — every analyst got it wrong.

How do you slap a price target on:

→ A monopoly on ontology
→ A war-tested founder culture
→ And XXX% adoption of a category-defining platform?

You don’t. You just buy early.

Same story with $HIMS.

Wall Street’s trying to model it like a pharmacy.

But how do you model this:

→ A vertically integrated digital funnel
→ A “central brain” learning from millions of data points
→ Precision healthcare with XXX% adoption in a $10T market

You don’t. You just get in before it compounds.


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949149289134932063/c:line.svg)

**Related Topics**
[coins healthcare](/topic/coins-healthcare)
[$hims](/topic/$hims)
[adoption](/topic/adoption)
[monopoly](/topic/monopoly)
[$pltr](/topic/$pltr)
[stocks technology](/topic/stocks-technology)
[hims hers](/topic/hims-hers)
[stocks consumer defensive](/topic/stocks-consumer-defensive)

[Post Link](https://x.com/CMDarnton/status/1949149289134932063)