this is bigger than AMD at $4

2026-04-15 · 5 company · 1 thematic

sentiment

5 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

“Like, when I went long AMD at $4.2, still holding through the massive ups and downs, especially the 50% decline last year in 2025. People were saying Lisa Su was DEI, which is absolutely extraordinary.”

—antonio linares

now playing · $AMD

$AMD···bullish· high· posantonio linares

AMD held from $4.2 through 50% drawdown as semiconductor inflection thesis plays out

AMD remains a core holding from $4.20 despite a 50% decline in 2025, reflecting conviction that the semiconductor inflection thesis mirrors the emerging healthcare platform opport…

$HIMS···bullish· high· posantonio linares

Hims Labs positioned to win D2C diagnostics network layer for personalized peptides

Hims Labs has the D2C distribution, customer relationships, and capital flywheel to build the dominant diagnostics network that feeds AI models for personalized peptide prescripti…

$WHOOPbullish· medium· posantonio linares

Whoop expanding into deeper biomarkers to capture diagnostics network value

Whoop is moving beyond HRV/RHR into deeper biomarker diagnostics, positioning itself to own the continuous health data layer that feeds AI-driven personalized peptide optimization.

$OURAbullish· medium· posantonio linares

Oura Ring competing in race to own diagnostic data layer for AI health platform

Oura Ring is a key contender in the race to build the consumer diagnostic infrastructure that, combined with AI, enables real-time personalized peptide and health optimization.

$DUOL···bullish· medium· posantonio linares

Duolingo held as current education inflection play alongside healthcare thesis

Duolingo represents an active position in the education sector where the investor is applying the same inflection-point framework used for past winners like AMD and Palantir.

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▶ 4:39 · $AMD · this is bigger than AMD at $4

episode briefing

Antonio Linares