bigger than amd at $4.2 and palantir at $7

2026-07-20 · 10 company · 5 thematic

sentiment

8 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

“I went long AMD at $4.2 per share. Right now, it was trading just over $500 per share. Even last year when everyone gave up on the company... I was telling all of you guys, this is the next AI giant... My bottom line is I believe AMD stock…”

—antonio linares

now playing · $AMD

$AMD···bullish· high· posantonio linares

Linares holds AMD from $4.20, sees 5-year upside driven by AI scaling

AMD is a singularity scaler whose free cash flow per share will compound in tandem with AI scaling laws; the stock is up 5-6x from lows but has much further to run over the next f…

$AMD···bullish· high· posantonio linares

Linares holds AMD from $4.20, sees 5-year upside driven by AI scaling

AMD is a singularity scaler whose free cash flow per share will compound in tandem with AI scaling laws; the stock is up 5-6x from lows but has much further to run over the next f…

$PLTR···bullish· high· posantonio linares

Linares holds Palantir from $7, sees free cash flow per share accelerating

Palantir's ontology platform installs an irreplicable data moat into customers, creating a flywheel where more data trains better AI, driving exponential free cash flow per share…

$PLTR···bullish· high· posantonio linares

Linares holds Palantir from $7, sees extreme FCF growth from ontology platform

Palantir's ontology platform installs an irreplicable data moat into customers, creating a flywheel where more data trains better AI, driving exponential free cash flow per share…

$DUOL···bullish· high· posantonio linares

Duolingo flagged as singularity asymmetry: FCF/share accelerating while stock down 80%

Duolingo is growing free cash flow per share faster than any company, with FCF yield near Palantir and Nvidia, yet the stock is down ~80% from peak — a singularity scaler the mark…

$DUOL···bullish· high· posantonio linares

Duolingo flagged as singularity asymmetry: FCF/share accelerating while stock down 80%

Duolingo owns an irreplicable ontology in language education; its free cash flow per share is growing faster than Palantir or Nvidia, yet the stock is down ~80% from peak, creatin…

$HIMS···bullish· medium· posantonio linares

Hims building superhuman health AI, extremely cheap with second growth wave coming

Hims is building a proprietary health ontology that will enable a superhuman AI doctor; slight FCF downtrend reflects investment in second growth wave, but the company is extremel…

$HIMS···bullish· medium· posantonio linares

Hims building superhuman health AI; FCF/share dip seen as investment for second growth wave

Hims is assembling a proprietary health-data ontology to train a leading AI doctor; recent free cash flow per share dip reflects deliberate reinvestment for a second growth wave,…

$NVDA···neutral· lowantonio linares

Nvidia referenced as FCF yield benchmark for Duolingo comparison

Nvidia's free cash flow yield is used as a reference point to highlight Duolingo's extraordinary FCF yield relative to the AI leader.

$NVDA···neutral· lowantonio linares

Nvidia referenced as FCF/share benchmark for Duolingo comparison

Nvidia's free cash flow per share is used as a yardstick to highlight Duolingo's extraordinary FCF yield; no independent thesis on Nvidia is offered in this episode.