← newsroom
podcast
Antonio Linares
host · unknown
episodes
90
mentions
373
tickers
75
net sentiment
85%
tickers discussed · 75
+ 63 more ▾▴
$INKT×6$NVO×5$AMZN×5$ASTS×4$NFLX×4$META×4$WHOOP×3$OURA×3$GRAL×3$COST×3$CAI×2$ABCL×2$LGVN×2$IRON-CLOUD×2$RKLB×2$XMTR×2$ORCL×2$CHGG×2$LMND×2$IREN×2$MSFT×2$NGEN$PARABILIS-MEDICINES$MICK-THERAPEUTICS$CETA$REGN$EUCALYPTUS$SHOP$CVNA$UDACITY$MU$AVGO$CBRS$GROQ$TSM$INTC$NXT$MISO-ROBOTICS$DEEP-VISION$3D-AT-DEPTH$KRKNF$AMT$SUPERPOWER$STEALTH-BIOSCIENCES$OPENAI$SMCI$UPST$HOOD$CBSS$BTC$RBLX$PATH$ABSILERA$RIVN$SNOW$MDB$GOOGL$WISE$HFG$H$ADBE$SNAP$PLATE
guests & speakers · 8
episodes · 90
my next palantir at $73 insights
2026-07-27 · Linares long AMD since $4.20 in 2014, cites Costco-algorithm FCF compounding
bigger than amd at $4.2 and palantir at $710 insights
2026-07-20 · Duolingo flagged as singularity asymmetry: FCF/share accelerating while stock down 80%
palantir is collapsing and nobody understands why1 insight
2026-07-17 · Linares holds Palantir since $7: singularity scaler thesis intact despite 30% drawdown
my next stock picks after AMD and Palantir10 insights
2026-07-09 · Palantir's digital twin monopoly makes it a singularity scaler for AI
hims is the next big thing5 insights
2026-06-18 · Hims intrinsic value $2,000-3,000 by 2030: longevity ontology beats pill model
biology stocks are the next frontier 17 insights
2026-06-17 · ImmunityBio's IL-15 superagonist reboots immune system as foundational platform for longe…
emergency amd update 3 insights
2026-06-15 · AMD's chiplet platform enables 50-60x upside to $2,000-$3,000 by 2032
one of these two companies is the next palantir8 insights
2026-06-11 · Tempus AI's 500-petabyte hospital ontology powers predictive oncology AI
this company is palantir for healthcare 6 insights
2026-06-10 · Palantir playbook repeating in healthcare via Tempus AI
went long amd at $4. palantir at $7. this is the next one.9 insights
2026-06-08 · ImmunityBio's IL-15 superagonist Anktiva acts as a horizontal immune reboot platform with…
amd is a $2,000 stock1 insight
2026-06-04 · Host sees AMD as $2,000 stock driven by chiplet platform versatility and 10x FCF growth
we have to talk about hims and duolingo...5 insights
2026-06-03 · Duolingo's education ontology compounds via AI-driven engagement flywheel
the most asymmetric bet in history6 insights
2026-06-02 · Host discloses long position in ImmunityBio, adds shares on IL-15 immune reboot thesis
this is the next big thing1 insight
2026-05-28 · Mink Therapeutics' iNKT platform could revolutionize immunotherapy at $50M market cap
this is just the beginning for amd1 insight
2026-05-27 · Linares holds AMD at 120x gain, sees $2,000 target on chiplet platform
tesla is about to print absurd amounts of cash1 insight
2026-05-25 · Tesla approaching inflection point to become gigantic cash machine via manufacturing effi…
this changes everything for nvidia, amd, palantir and iren3 insights
2026-05-21 · AMD positioned to dominate AI at the edge via FPGAs as physical AI scales
bigger than palantir at $7 and amd at $4.26 insights
2026-05-20 · Linares reveals 200x return on Palantir from $7, cites digital twin thesis
palantir today is like nvidia in 20161 insight
2026-05-18 · Palantir is a singularity scalar poised to become a $20 trillion company
hims figured something out2 insights
2026-05-12 · Hims enters AIP moment: building two-sided healthcare OS with $2,000 price target by 2030
let’s talk about amd1 insight
2026-05-06 · Linares: AMD's chiplet architecture enables infinite verticalization for AI workloads, no…
duolingo is quietly becoming something else4 insights
2026-05-05 · Duolingo thesis: AI supercharging value creation as stock dislocates from fundamentals
this is bigger that palantir at $73 insights
2026-05-01 · Linares calls Palantir most important Western company, went long at $7
I’m up 80x on AMD5 insights
2026-04-28 · Chiplet architecture and distributed compute drive 80x return with massive conviction
why amd will be a $5 trillion company2 insights
2026-04-17 · Host argues AMD's chiplet platform and Xilinx acquisition position it for $5T valuation
this is bigger than AMD at $45 insights
2026-04-15 · AMD held from $4.2 through 50% drawdown as semiconductor inflection thesis plays out
the investor who called palantir at $7 is now buying peptides9 insights
2026-04-07 · Linares long Hims as winner-take-all longevity data network
I Was Early on Palantir. Hims Is My Next Bet.5 insights
2026-03-27 · Hims building Longevity as a Service flywheel with labs and AI, misunderstood like early…
Early AMD Investor Explains: The Next Tech Stock Rally is Coming.8 insights
2026-03-25 · Tesla evolving from car manufacturer to autonomy operating system
This Company is Palantir for Peptides.1 insight
2026-03-24 · Nautilus Biotechnology: Palantir for peptides with iterative mapping platform
Early Palantir Investor: "Biology is the Next AI.”4 insights
2026-03-19 · Early investor reveals Palantir thesis: digital twin platform accelerates with data flywh…
Important WARNING to Hims Investors: The Timeline is Accelerating.5 insights
2026-03-18 · Hims Labs positions HIMS as top-of-funnel for AI-driven healthcare 2.0 with 100X potential
Hims is Not What You Think It Is...4 insights
2026-03-11 · Hims emerges as healthcare personalization OS with peptide-AI-biomarker flywheel
"Hims Will be a $2,000 Stock By 2030"5 insights
2026-03-09 · Hims partners with Novo Nordisk to become central healthcare data network
Peptides Are Claude Code For Your Body3 insights
2026-03-04 · ImmunityBio's Anktiva platform enables engineered NK cell therapies across oncology and i…
“Hims Is Disrupting the $1 Trillion Cancer Industry”2 insights
2026-03-02 · Hims integrates Grail's Galleri test into platform creating deflationary flywheel with AI…
Urgent Warning to Duolingo Investors: The Opportunity of a Lifetime is Coming.4 insights
2026-02-27 · Duolingo positioned to become trillion-dollar AI tutor platform with no competition
Nvidia and AMD Just Did the Unthinkable: A Massive Event is Coming in 2026.8 insights
2026-02-26 · Palantir is the primary singularity scalar: exponential revenue, expanding margins, and p…
If You're an AMD Shareholder... GET READY!1 insight
2026-02-25 · Antonio Linares: AMD's chiplet architecture and Xilinx FPGA tech position it to drastical…
"Hims is Building the Most Valuable Subscription On Earth"1 insight
2026-02-24 · Hims building vertically integrated longevity platform with labs, AI, and peptides
Hims: A Once in A Lifetime Event is Coming in 2026.5 insights
2026-02-23 · HIMS deeply undervalued at 1.69x sales with exponential biomarker-AI inflection ahead
History is About to Be Made (Emergency Update)1 insight
2026-02-19 · Linares doubles down on Duolingo: proprietary data + AI creates durable moat in language…
IMPORTANT WARNING: Palantir Just Did the Unthinkable.1 insight
2026-02-18 · Palantir's vertical ontology flywheel to drive exponential FCF growth
The Secret Tech Shift That Will Kill 90% of Software Companies6 insights
2026-02-17 · Host reveals massive Spotify position with $1,000 fair value target on ontology thesis
AMD Just Did the Unthinkable (Watch this BEFORE Tuesday!)1 insight
2026-02-16 · AMD's chiplet and FPGA platform enables exponential AI edge growth
FINAL WARNING for Hims Investors: Something Big is Coming.1 insight
2026-02-13 · Linares doubles down on Hims amid panic selling: biomarkers and peptides thesis intact
The AI Stock Collapse Will Make Billionaires.3 insights
2026-02-12 · Linares reaffirms Palantir as singularity scaler: trillion-dollar potential from propriet…
Duolingo is Dead...3 insights
2026-02-11 · Spotify up 500% since 2022 contrarian buy; AI re-architecture drives next leg
Hims is in Big Trouble...1 insight
2026-02-10 · Linares stays long Hims despite Novo lawsuit: sees secular healthcare inversion
Going All In On Palantir, Hims and Duolingo w/Christian Darnton5 insights
2026-02-09 · Darnton: HIMS legal risk baked in; management is blue-chip team navigating regulatory gra…
The Market is Wrong About Hims (Again)5 insights
2026-02-05 · HIMS building proprietary data moat via vertical integration to power AI doctor
Final Warning: The Market is Wrong About AMD (Again)1 insight
2026-02-04 · Antonio Linares: AMD's chiplet architecture and Xilinx FPGA position it to dominate physi…
We Have to Talk About Palantir Very Seriously... And is Duolingo A Mistake?7 insights
2026-02-03 · Palantir is a singularity scaler with accelerating flywheels driving exponential fundamen…
Tesla IS The Physical Internet2 insights
2026-02-02 · Tesla to become $20T platform via Optimus, autonomy, and energy convergence
How I Invested in Palantir, AMD and Tesla Early6 insights
2026-01-28 · Linares reveals 23x return on Palantir bought at $7 citing proprietary data moat
AMD Lisa is the Best Non-Founder CEO, The AI Bubble, Hims Is the Future of Healthcare w/ Thomas15 insights
2026-01-26 · Thomas goes nearly all-in on AMD citing chiplet flexibility and CPU-GPU integration
Nuclear Energy, US Manufacturing and Building Conviction w/Harrison7 insights
2026-01-22 · Antonio Linares sees Spotify mirroring Netflix AI iteration advantage in audio/video conv…
Something Big is Happening At This Company...2 insights
2026-01-20 · 3D at Depth acquisition gives Kraken digital twin capabilities with 85% service revenue g…
It's Time to Talk About Duolingo...3 insights
2026-01-15 · Linares doubles down on Duolingo at 70% discount, sees 300x potential from AI tutor thesis
Superpower CEO Max Marchione on AI Doctors, Peptides & Gene Editing6 insights
2026-01-12 · Superpower raises $40M Series A, growing thousands of members/month with AI-first health…
Hims Is Only Getting Started...6 insights
2026-01-10 · Hims positioned as healthcare top-of-funnel via labs and AI-driven biomarker platform
Betting My Entire Net Worth On Palantir, AMD, Hims, Duolingo, Tesla And...6 insights
2026-01-07 · Palantir positioned as singularity scaler with proprietary data moat
Hims and Duolingo are Trillion Dollar Companies in the Making5 insights
2025-12-31 · Host doubles down on Duolingo at 60% discount as AI redefines teaching quality
How This Millionaire Retail Investor Went from $28K to $2M in the Stock Market12 insights
2025-12-26 · HIMS a top winner: niche-to-platform play in telehealth with expanding verticals
Selling My Palantir Position for IREN?4 insights
2025-12-22 · IREN's data center blueprint validates Tesla-like scaling as FCF per share diverges from…
5X Lemonade Bull Explains Why Antonio is WRONG About Lemonade1 insight
2025-12-19 · Lorenzo argues Lemonade's D2C + AI autonomous organization creates insurmountable data ad…
"ASTS Matters More to Physical AI Than Nvidia (And Nobody’s Watching)”1 insight
2025-12-17 · AST SpaceMobile positioned as critical infrastructure for physical AI with Tesla-like man…
Hims Is About to Trigger the Biggest Healthcare Shift in 100 Years3 insights
2025-12-15 · Linares compares HIMS to Palantir at $7: misunderstood platform play
This Platform Is Growing Faster Than Anyone Expected1 insight
2025-12-12 · Roblox positioned to capture 10-15% of global gaming market within 5 years
“Is This the Next Palantir? The Signs Are Getting Hard to Ignore…”2 insights
2025-12-10 · Palantir's AIP verticalization (Ship OS, Warp Speed) accelerating distribution and growth
“A Silent Breakthrough Is Brewing… Watch This Space.”7 insights
2025-11-26 · Tesla remains the only Western company profitably scaling autonomous vehicles
Duolingo’s Revenge: The 70%+ Collapse That Won’t Age Well.7 insights
2025-11-25 · Duolingo 70% decline creates buying opportunity as AI proves tailwind not headwind
"HIMS Stock Is Dirt Cheap And Could Trigger a 2026 Mega-Rally"1 insight
2025-11-24 · HIMS dirt cheap at 4x sales: longevity platform thesis ignored by market
“Dan Ives: What’s Coming Next in AI Will Shock Everyone”10 insights
2025-11-21 · Ives: Buy Nvidia on dip as AI bull market enters third inning
The Hidden Giant That Could Dominate Global Finance1 insight
2025-11-19 · Host sees Wise as hidden gem applying Costco algorithm to cross-border payments
"This AI Stock Crash is a GIFT": Why I'm Buying the Dip.1 insight
2025-11-18 · Linares: Microsoft capex driving cash flow growth, Copilot adoption surging 50% QoQ
How to Make 25X Your Money In the Stock Market: Early Palantir Investor Explains.4 insights
2025-11-17 · Linares discloses 60x AMD gain, held through pessimism on value creation thesis
"This Crash Will Make Millionaires": MUST WATCH for Hims and Duolingo Shareholders.2 insights
2025-11-14 · HIMS tracking toward hyperpersonalization via lab testing, FCF per share compounding
This Stock Could Make Millionaires...1 insight
2025-11-13 · Antonio Linares sees asymmetric upside in HelloFresh at 0.16x sales with improving FCF
Duolingo Ruined My Reputation.5 insights
2025-11-12 · Spotify's agentic AI layer drives record iteration and FCF growth
"We've Been in a Bear Market for The Past 3 Years."8 insights
2025-11-11 · Duolingo fundamentals 5x stronger but price-to-sales collapsed vs 2021 peak
"Michael Burry is WRONG About AI Stocks"6 insights
2025-11-10 · Palantir has returned entire portfolio multiple times; value creation doubling every six…
"Value Investors Will Stay Poor": Why They're Wrong About AI Stocks.5 insights
2025-11-07 · Amazon's Rufus AI drives 60% purchase lift; hyperscaler capacity consumed instantly
I Could Bet my Grandma on Duolingo Right now.1 insight
2025-11-06 · Host calls Duolingo a generational compounder with AI-accelerated data moat
"AMD’s Free Cash Flow Is About to Explode"4 insights
2025-11-05 · AMD free cash flow per share inflecting exponentially on chiplet platform and AI scaling…
Hims is Moving Towards a "Palantir Moment."1 insight
2025-11-04 · Hims tracking toward Palantir-style infinite TAM with AI-driven longevity platform
Not Buying IREN Was a Mistake.2 insights
2025-11-03 · Host stays long Duolingo: pure software play with zero friction despite market pessimism
"Amazon, Palantir and Duolingo Stock Will Make MILLIONAIRES"3 insights
2025-10-31 · Palantir FCF per share compounding exponentially as AI shrinks time-to-value
"This Stock is the Apple of Electricians" with Eric Santa1 insight
2025-10-30 · Eric Santa pitches Plate as 'Apple for electricians' with 140% return since deep dive
Palantir is a $20T Company in the Making. Early Palantir Investor Explains.2 insights
2025-10-29 · Early investor predicts Palantir becomes $20T company via AI-driven digital twin platform