$AMD · Betting My Entire Net Worth On Palantir, AMD, Hims, Duolingo, Tesla And...

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Antonio Linares

Betting My Entire Net Worth On Palantir, AMD, Hims, Duolingo, Tesla And...

2026-01-07 · 6 company · 4 thematic

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6 bull0 bear0 neu

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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

“AMD was actually down 60% from early 2024 to mid 2025 only to then rise over 150% to today's levels. People were saying that Lisa Sue was DEI back in April and pretty much every single analyst on the market had given up with this company.…”

—antonio linares

now playing · $AMD

$AMD···bullish· high· posantonio linares

AMD rebounded from 60% drawdown as analysts capitulated, now positioned for exponential gains

AMD's 60% decline to mid-2025 reflected narrative-driven noise (Lisa Su DEI attacks, analyst capitulation) not fundamentals; its optimization machine qualities position it for exp…

$TSLA···bullish· high· posantonio linares

Tesla validated as singularity scaler despite extreme 2025 volatility

Tesla's 50% drawdown and 100% recovery in 2025 exemplifies the volatility of singularity scalers; its proprietary data from vehicle fleet positions it to compound earning power wi…

$SPOT···bullish· high· posantonio linares

Spotify free cash flow per share rising faster than expected with new co-CEO structure

Spotify's organizational properties and new co-CEO structure position it to continue exponential free cash flow per share growth as a singularity scaler with proprietary data moat…

$PLTR···bullish· high· posantonio linares

Palantir positioned as singularity scaler with proprietary data moat

Palantir's platform scale generates proprietary data network effects that will allow it to build dominant AI in its field, becoming a trillion-dollar company as the industry build…

$DUOL···bullish· high· posantonio linares

Duolingo free cash flow per share rising fastest in portfolio; dismissed as toy but building superhuman AI tutor

Duolingo's 70% drawdown despite free cash flow per share growing faster than Palantir/Spotify creates massive swing trade opportunity; its proprietary motivation data across demog…

$HIMS···bullish· high· posantonio linares

Hims positioned to become healthcare API platform via peptide data network effects

Hims' telehealth scale gives it proprietary patient data to become the personalized amino acid sequence synthesizer API for a new preventive healthcare paradigm, though US healthc…