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▶ 4:02 · $NAUT · This Company is Palantir for Peptides.
episode briefing
Antonio Linares

This Company is Palantir for Peptides.

2026-03-24 · 1 company · 2 thematic
sentiment
1 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, the company that has a stronghold on this piece of technology, which is actually called iterative mapping, and I will explain why it's called iterative mapping, is called Nautilus Biotechnology. Nautilus like the Patek Philippe if you…”
—antonio linares
now playing · $NAUT
$NAUT···bullish· high· posantonio linares
Nautilus Biotechnology: Palantir for peptides with iterative mapping platform
Nautilus's iterative mapping technology creates 3D protein models by observing binding kinetics, overcoming mass spectroscopy's epistemic ceiling (cannot distinguish proteoforms w…