we have to talk about hims and duolingo...

2026-06-03 · 5 company · 3 thematic

sentiment

5 bull0 bear0 neu

speakers

antonio linares

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

“If you look at Duolingo's numbers, actually the profitability, the financial performance across the board, specifically free cash flow per share, actually began accelerating since this component of the flywheel came in since the onset of L…”

—antonio linares

now playing · $DUOL

$DUOL···bullish· high· posantonio linares

Duolingo's education ontology compounds via AI-driven engagement flywheel

Duolingo is an education ontology that leverages proprietary learning/engagement data to tune generic AI models, creating a durable moat. Key metrics confirm acceleration: MAUs ro…

$PLTR···bullish· high· posantonio linares

Palantir's ontology moat drives 10-30T potential as AI scales

Palantir exemplifies the ontology/proprietary data playbook: free cash flow per share going vertical as it leverages AI scaling laws. The speaker has held through $100/share, beli…

$HIMS···bullish· high· posantonio linares

Hims builds proprietary biomarker ontology to become healthcare OS

Hims is transitioning from D2C telehealth to a healthcare operating system that accumulates proprietary longitudinal patient data (biomarkers, proteomics, epigenomics) at scale. T…

$AMD···bullish· high· posantonio linares

AMD 100-bagger from $4.20 validates ontology thesis in hardware

AMD represents the hardware analogue of the proprietary data/ontology thesis: bought at $4.20 in 2014, now ~$530. The market underestimated AMD's unique roadmap when everyone thou…

$RXRX···bullish· mediumantonio linares

Recursion learns to read/write biology — trillion-dollar potential

Recursion is 'learning to read and write biology probably more accurately and deeper than anyone else in the market.' As compute moves into biology, companies that dominate biolog…