went long amd at $4. palantir at $7. this is the next one.

2026-06-08 · 9 company · 4 thematic

sentiment

9 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

“Now immunity bio IBRX they've produced what's known as an interlucan 15 super aagonist which is basically a protein that binds on three receptor on macrofasages primarily at least initially a kind of immune cell and it tells macrofasages t…”

—antonio linares

now playing · $IBRX

$IBRX···bullish· high· posantonio linares

ImmunityBio's IL-15 superagonist Anktiva acts as a horizontal immune reboot platform with durable clinical responses

ImmunityBio's IL-15 superagonist binds IL-15 receptors on macrophages to reboot the immune system, creating a durable immune activation cascade that serves as a horizontal platfor…

$IBRX···bullish· high· posunknown

ALC Magic positioned in ImmunityBio: IL-15 as a foundational immune platform

Anktiva (an IL-15 super-agonist) delivers a durable immune reboot and is already approved in certain jurisdictions; the IL-15 pathway is fundamentally superior to other interleuki…

$AMD···bullish· medium· posunknown

ALC Magic stays long AMD despite the risk of a chip over-build

Modeling a single human requires 10,000x current compute; each deployed H100 covers only 0.3% of annual needs. Even if there are corrections like Nvidia in 2018, biology as the pr…

$NAUT···bullish· mediumantonio linares

Nautilus Biotechnology's proteomic mapping platform could become the foundational data layer for programmable biology

Nautilus's Voyager platform maps up to 10 billion intact proteins and proteoforms in a single run, creating a new proteomic data layer that enables AI-driven diagnosis and interve…

$RXRX···bullish· highantonio linares

Recursion Pharmaceuticals' AI-driven drug discovery platform demonstrates scalable, computable molecule optimization with big pharma validation

Recursion's physics-AI-chemistry-biology model stack, powered by 50 petabytes of proprietary cellular data, enables computable drug discovery with far fewer compounds per target,…

$INKT···bullish· highantonio linares

MC Therapeutics' invariant natural killer T-cell platform offers off-the-shelf cell therapy with superior unit economics via lipid-targeting mechanism

INKT's iNKT cells target conserved lipid antigens rather than mutable peptides, enabling off-the-shelf allogeneic cell therapy with lower rejection risk and manufacturing costs, r…

$NAUT···bullish· mediumunknown

ALC Magic sees Nautilus as the Nvidia of biology: proteomics substrate with no competition

The Voyager platform maps up to 10B proteoforms in a single run, creating a brand-new data layer for humanity; nobody is technologically close and the tech is very hard to replica…

$RXRX···bullish· mediumunknown

Recursion turns drug discovery into a computable search problem

Big pharma has already paid $500M in cash for insights from the Recursion OS, validating the physics-chemistry-biology AI model; they synthesize 330 compounds every 17 months, ord…

$INKT···bullish· mediumunknown

MiNK Therapeutics: only US-listed iNKT cell play, precision execution on dense tumors

iNKT cells target lipids (not mutable peptides) and bridge the innate and adaptive arms of the immune system; the only public US company in this third arm offers off-the-shelf the…