$SPOT···Long Spotify since $97: taste ontology creates unmatched data moatunknown·Antonio Linares·10 days agoshow more ▾
$PLTR···Linares holds Palantir from $7, sees trillion-dollar AI transformation aheadantonio linares·Antonio Linares·2 months agoshow more ▾
$AMD···Linares holds AMD from $4.20, sees 5-year upside driven by AI scalingantonio linares·Antonio Linares·2 months agoshow more ▾
$PLTR···Linares holds Palantir since $7: singularity scaler thesis intact despite 30% drawdownantonio linares·Antonio Linares·2 months agoshow more ▾
$PLTR···Palantir's digital twin monopoly makes it a singularity scaler for AIantonio linares·Antonio Linares·3 months agoshow more ▾
$HIMS···Hims intrinsic value $2,000-3,000 by 2030: longevity ontology beats pill modelantonio linares·Antonio Linares·3 months agoshow more ▾
$IBRX···ALC Magic likens ImmunityBio to the Nvidia of biotech for its IL-15 platformunknown·Antonio Linares·3 months agoshow more ▾
$AMD···AMD's chiplet platform enables 50-60x upside to $2,000-$3,000 by 2032antonio linares·Antonio Linares·3 months agoshow more ▾
$HIMS···Hims building Palantir-style health ontology from D2C data flywheelantonio linares·Antonio Linares·4 months agoshow more ▾
$PLTR···Palantir playbook repeating in healthcare via Tempus AIantonio linares·Antonio Linares·4 months agoshow more ▾
$IBRX···ImmunityBio's IL-15 superagonist Anktiva acts as a horizontal immune reboot platform with durable clinical responsesantonio linares·Antonio Linares·4 months agoshow more ▾
$AMD···Host sees AMD as $2,000 stock driven by chiplet platform versatility and 10x FCF growthantonio linares·Antonio Linares·4 months agoshow more ▾
$DUOL···Duolingo's education ontology compounds via AI-driven engagement flywheelantonio linares·Antonio Linares·4 months agoshow more ▾
$IBRX···Host discloses long position in ImmunityBio, adds shares on IL-15 immune reboot thesisantonio linares·Antonio Linares·4 months agoshow more ▾
$INKT···Mink Therapeutics' iNKT platform could revolutionize immunotherapy at $50M market capunknown·Antonio Linares·4 months agoshow more ▾
$AMD···Linares holds AMD at 120x gain, sees $2,000 target on chiplet platformantonio linares·Antonio Linares·4 months agoshow more ▾
$TSLA···Tesla approaching inflection point to become gigantic cash machine via manufacturing efficiency and AI platformantonio linares·Antonio Linares·4 months agoshow more ▾
$NVDA···Nvidia Q1 2027 earnings confirm tokens profitable, compute capacity equals revenueantonio linares·Antonio Linares·4 months agoshow more ▾