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antonio linares

T3 · host / generalist

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.

312 calls·58 names·87% bull·last heard 15 days ago·Antonio Linares
track recordleaderboard →
hit rate
34%
avg alpha
-12.2pp
scored
32

top calls

best measured alpha vs SPY · one per company
1st+128.0pp vs SPY
$AMDAdvanced Micro Devicesposition

Antonio Linares: AMD's chiplet architecture and Xilinx FPGA position it to dominate physical AI at the edge

AMD's decade-long investment in chiplet architecture and Xilinx FPGA technology uniquely positions it to capture the emerging physical AI/edge AI market, with data center growth already inflecting and embedded segment turning around.

Antonio Linares2026-02→
2nd+25.6pp vs SPY
$DUOLDuolingoposition

Duolingo thesis: AI supercharging value creation as stock dislocates from fundamentals

Duolingo's proprietary behavioral data and ontology velocity create a compounding AI advantage that drives accelerating user engagement, content shipping, and free cash flow per share, while the market incorrectly prices in AI disruption risk.

Antonio Linares2026-05→
3rd+14.2pp vs SPY
$GOOGLAlphabetposition

Alphabet bull case $400 as Gemini gains traction and Apple partnership looms

Gemini model performance is earning raves, Sundar is on the offensive, and an Apple-Gemini deal is inevitable — driving a major re-rating with a $400 price target from Ives and colleague Scott Devitt.

Antonio Linares2025-11→

most discussed · click a bar to filter

recurring themes

312 total
$AMD
···
Advanced Micro Devices
HIGHantonio linares·Antonio Linares·15 days ago· position
Linares long AMD since $4.20 in 2014, cites Costco-algorithm FCF compounding
AMD exemplifies the Costco algorithm — solving acute customer pains in hard-to-replicate ways, printing cash reinvested into widening moats, driving exponential free cash flow per share.
"I've been long AMD since $4.2 per share... privately with AMD since the year 2014 in August specifically. So now I'm a long-term AMD investor."
5:03
$PLTR
···
Palantir Technologies
HIGHantonio linares·Antonio Linares·15 days ago· position
Linares holds Palantir from $7, sees multi-year upside to $130+
Palantir is a foundational AI infrastructure company misunderstood as consulting in 2022; free cash flow per share compounding will drive shares far higher over 5-10 years.
"After my big bet on Palanteer at $7 per share back in the year 2022... I believe the stock is going to go a lot lot higher over the next 5 to 10 years."
0:03
$HIMS
···
Hims & Hers Health
HIGHantonio linares·Antonio Linares·15 days ago· position
HIMS is 'Costco for biomarkers' — largest D2C platform building superhuman AI doctor via proprietary longitudinal data
HIMS owns the only vertically integrated peptide supply chain and largest D2C healthcare platform; each new customer adds longitudinal biomarker data that trains an AI doctor no competitor can replicate, creating a life-extension-per-token scaling law that will drive exponential FCF/share and a platform moat akin to Google/Amazon.
"This is HIMS. This is uh HIMS is already standing where this exact thesis lands... the largest DTOC direct to consumer healthcare platform on earth... the only vertically integrat…"
20:06
$DUOL
···
Duolingo
HIGHantonio linares·Antonio Linares·22 days ago· position
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, creating a massive valuation gap that will close as the market recognizes the AI-driven flywheel.
"Dualingo's free cash flow per share just continues to go up quite a bit... the free cash flow yield is almost as high as both Palanteer and Nvidia. This is an extraordinary AI com…"
16:55
$AMD
···
Advanced Micro Devices
HIGHantonio linares·Antonio Linares·22 days ago· position
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 five years.
"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 i…"
0:03
$PLTR
···
Palantir Technologies
HIGHantonio linares·Antonio Linares·22 days ago· position
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 growth that the market is disregarding.
"Same thing with Palanteer. I have been public in this thesis right from day one. I went long palenteer at $7 per share... Palanteer Management talk about ontologies a lot. They ba…"
0:52
$NVDA
···
Nvidia
LOWantonio linares·Antonio Linares·22 days ago
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.
"the free cash flow yield is almost as high as both Palanteer and Nvidia."
19:02
$HIMS
···
Hims & Hers Health
MEDantonio linares·Antonio Linares·22 days ago· position
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, making the stock extremely cheap relative to its singularity-scaler potential.
"Hims is also doing all right. a little bit of a downtrend here over the past year as they've been investing for the second wave of growth that's coming for the company... you have…"
16:59
$AMD
···
Advanced Micro Devices
HIGHantonio linares·Antonio Linares·22 days ago· position
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 five years.
"I went long AMD at $4.2 per share. Right now, it was trading just over $500 per share... My bottom line is I believe AMD stock is going to go a lot higher over the next 5 years"
0:03
$HIMS
···
Hims & Hers Health
MEDantonio linares·Antonio Linares·22 days ago· position
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 extremely cheap and fits the singularity scaler framework.
"you have him which in my opinion is building a super human uh health AI... H is extremely cheap... a little bit of a downtrend here over the past year as they've been investing fo…"
16:58