the most asymmetric bet in history

2026-06-02 · 6 company · 2 thematic

sentiment

4 bull0 bear2 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 am long ImmunityBio and actually today I did buy more shares. But the rest is, you know, this is something I'm building on the go. It's the first part of my life as a public investor has been about making picks in pu…”

—antonio linares

now playing · $IBRX

$IBRX···bullish· high· posantonio linares

Host discloses long position in ImmunityBio, adds shares on IL-15 immune reboot thesis

IL-15 superagonist durably reboots and weaponizes the immune system by binding macrophage receptors, triggering a cytotoxic flywheel; foundational horizontal platform with massive…

$PLTR···neutral· lowantonio linares

Early Palantir investment at $7 validated compute-to-intelligence thesis

Past investment at $7/share based on same compute-to-intelligence thesis; free cash flow per share now growing exponentially.

$AMD···neutral· lowantonio linares

Early AMD investment at $4.20 validated compute-to-intelligence thesis

Past investment at $4.20/share based on thesis that more compute translates to more intelligence; cited as proof of concept for current biology thesis.

$NAUT···bullish· mediumantonio linares

Nautilus proteomic platform reads biological code to target pathogens for engineered immune cells

Proteomic assay platform identifies specific pathogenic proteomic signatures, enabling precise engineering of T cells, NK cells, and iNKTs to target 'bad guys' — the essential 're…

$INKT···bullish· mediumantonio linares

MiNK's iNKT cell platform offers third immune reboot path via lipid recognition, lower toxicity

Invariant natural killer T cells target conserved lipid antigens rather than mutable peptides, enabling allogeneic use without CAR-T-like toxicity; lower toxicity allows higher do…

$HIMS···bullish· mediumantonio linares

Hims positioned as largest D2C healthcare platform, 'Costco for biomarkers' materializing

Hims is currently the biggest direct-to-consumer healthcare platform and could become the 'Costco for biomarkers' as biology scales, benefiting from the convergence of cheap seque…