bigger than palantir at $7 and amd at $4.2

2026-05-20 · 6 company · 4 thematic

sentiment

5 bull0 bear1 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

“As many of you know, I'm a long-term and early investor in Palantir. I told everyone at $7 per share that was the most important company in the West. That is because I understood the importance, the increasingly central role that digital t…”

—antonio linares

now playing · $PLTR

$PLTR···bullish· high· posantonio linares

Linares reveals 200x return on Palantir from $7, cites digital twin thesis

Palantir's digital twin platform will become the central operating system for the AI-driven economy, enabling biological mastery through compute-scale simulation.

$AMD···bullish· high· posantonio linares

Linares discloses 100x AMD gain from $4.20, credits chiplet architecture foresight

AMD's chiplet-based architecture positions it to capture the massive compute demand required for biological digital twins, which will need 10 trillion times current global compute…

$HIMS···bullish· high· posantonio linares

Linares names Hims as top pick in wearable-to-lab convergence for longevity flywheel

Hims is best positioned to win the winner-take-most market for biomarker-driven health optimization by converging wearables, lab testing, and AI-driven intervention into a self-re…

$ABCL···bullish· mediumantonio linares

Linares highlights AbCellera's antibody platform as test case for digital twin biology

AbCellera's ability to synthesize antibodies targeting specific receptors demonstrates the siloed approach that digital twins will replace; its platform will be valuable but limit…

$WHOOPbullish· mediumantonio linares

Linares cites Whoop as wearable pioneer building biomarker data flywheel

Whoop's continuous HRV and recovery metrics represent the early stage of a scaling law where measurement resolution will approach proteomic-level readouts, enabling AI-driven heal…

$OURAneutral· lowantonio linares

Linares includes Oura in converging wearable-lab platform race

Oura is one of several wearable companies converging with lab testing to capture the biomarker data flywheel, but Linares sees the market tending toward a single winner.