▶ 0:38 · $AMD · $PLTR · my next stock picks after AMD and Palantir

episode briefing

my next stock picks after AMD and Palantir

2026-07-09 · 10 company · 5 thematic

sentiment

8 bull0 bear2 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

“My thesis remains that these two companies are going to absolutely kill it in the next uh 10 years. I think they're going to do very well. The motives far deeper than it was just 5 years ago. The TAM is a lot bigger than anyone could have…”

—antonio linares

now playing · $AMD · $PLTR

$AMD···bullish· high· posantonio linares

Linares sees AMD 10x again in 5-8 years on chiplet architecture

AMD's chiplet architecture delivers more compute per dollar across CPUs and GPUs, enabling personalized compute at marginal cost; free cash flow per share is accelerating and will…

$PLTR···bullish· high· posantonio linares

Palantir's digital twin monopoly makes it a singularity scaler for AI

Palantir provides the digital twin infrastructure enterprises need to deploy AI at scale; as AI improves, the platform becomes more powerful at marginal cost, driving accelerating…

$NVDA···neutral· lowantonio linares

Nvidia P/E at historic lows despite extraordinary revenue growth

Nvidia's valuation (P/E) is at historic lows while revenue growth remains extraordinary, countering AI bubble narrative; cited as evidence that AI fundamentals remain strong.

$HIMS···bullish· high· posantonio linares

HIMS building superhuman AI doctor; Costco for biomarkers moat

HIMS learns from every patient interaction to build a proprietary health ontology; as largest D2C healthcare platform, it aggregates biomarkers (read function) to become the trust…

$DUOL···bullish· high· posantonio linares

Duolingo building superhuman AI teacher with 80% market share

Duolingo learns how users learn every interaction, building a proprietary ontology for language and new verticals (chess, math); ontology velocity creates winner-take-all dynamics…

$SPOT···bullish· medium· posantonio linares

Spotify cited as classic tech pick with ontology velocity moat

Spotify exemplifies ontology velocity: focused on end customers, iterated faster than Apple/Amazon, won winner-take-all despite pseudo-free competitors; held as part of core portf…

$LLY···neutral· lowantonio linares

Single GLP-1 peptide class exceeds OpenAI + Anthropic revenue

Eli Lilly's GLP-1 revenue alone surpassed leading AI model companies combined, illustrating biology's massive TAM; used as proof point for consumer biotech thesis, not a specific…

$IBRX···bullish· medium· posantonio linares

ImmunityBio running Nvidia playbook for immune system rejuvenation

ImmunityBio's IL-15 super agonist expands T and NK cells; building specialized cell therapies on this platform for personalized outcomes at scale; founder Dr. Patrick Soon-Shiong…

$NAUT···bullish· medium· posantonio linares

Nautilus only company reading proteome deeply; $200M valuation asymmetry

Nautilus uniquely reads the proteome (proteins in body) at depth; proteomic data fed into AI models could make currently incurable diseases curable in 2-3 years; no competitors cl…

$TSLA···bullish· medium· posantonio linares

Tesla held as classic tech pick positioned for 5-10 year growth

Tesla is part of the first layer of asymmetry in portfolio; positioned to get significantly bigger and more powerful over coming 5-10 years alongside AMD, Palantir, Spotify.

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