▶ 6:34 · $HIMS · the investor who called palantir at $7 is now buying peptides

episode briefing

the investor who called palantir at $7 is now buying peptides

2026-04-07 · 9 company · 4 thematic

sentiment

8 bull0 bear1 neu

speakers

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'm obviously long Hims. I'm a Whoop customer and so I'm, you know, I'm definitely buying that on the consumer side of things. And if I could invest in the company, I think I might just do that. But at the moment my pick remains Hims.”

—antonio linares

now playing · $HIMS

$HIMS···bullish· high· posantonio linares

Linares long Hims as winner-take-all longevity data network

Hims' vertically integrated infrastructure and D2C distribution (4-5M customers) position it to build the dominant longitudinal biomarker network, where AI correlates proteomic da…

$WHOOPbullish· mediumantonio linares

Whoop positioned to build proprietary biomarker labs from wearable data

Whoop's high-level biomarker data (HRV, resting heart rate, strain) from 2.5M customers creates a natural funnel to invest in vertically integrated labs for longitudinal health da…

$OURAneutral· lowantonio linares

Oura Ring seen as contender but lacks investor familiarity

Oura has similar D2C distribution and biomarker capabilities as Whoop but Linares is neither an investor nor customer, limiting conviction in its execution on the longevity data n…

$DUOL···bullish· high· posantonio linares

Duolingo held as education singularity scalar for AI tutor

Duolingo will deliver the 'superhuman AI tutor' in education, becoming the dominant network that uses proprietary learning data to bootload the most intelligent AI for personalize…

$PLTR···bullish· high· posantonio linares

Palantir held after early conviction call at $7

Palantir represents a singularity scalar in government/enterprise data networks, held since early conviction at $7 as part of a portfolio where one winner validates the thesis.

$TSLA···bullish· medium· posantonio linares

Tesla held as part of concentrated singularity scalar portfolio

Tesla is a core holding in a portfolio betting on winner-take-all data networks that will deploy superhuman AI in their domains (autonomy, energy, robotics).

$SPOT···bullish· medium· posantonio linares

Spotify held as part of concentrated singularity scalar portfolio

Spotify is one of seven core holdings in a portfolio betting on winner-take-all networks that leverage proprietary data to dominate their verticals via AI.

$AMD···bullish· medium· posantonio linares

AMD held as part of concentrated singularity scalar portfolio

AMD is a core holding in a concentrated portfolio betting on companies that will become dominant AI-powered networks in their respective industries.

$IBRX···bullish· low· posantonio linares

ImmunityBio added as micro-investment in gene/cell therapy

Small position in ImmunityBio as exposure to gene editing and cell therapy, which Linares views as the 'hardware level' beyond peptides for curative outcomes driven by data and AI.

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