Antonio Linares

3 years have gone by $AMD is now trading over $600

$AMD was trading at $81 last year It’s going to $1000 next

Wearing a costume is the single most pathetic thing a man can do in this life and there’s nothing you can do to change my mind

Peptides are a write function. Biology is code. The winner won’t be whoever makes the molecule. It’ll be whoever owns the patient data and the AI that matches each person to the optimal write function. That’s $HIMS.

If everyone in Spain took my course we’d be a superpower in 10 years It would make everyone much wealthier and happier

2 final spots left

The community is accelerating at the same rate as AI<>Biology

Every morning I log on X and blown away by the AI<>Biology advancements happening literally overnight The timeline is accelerating beyond belief, we're going to make a shitload of money

All analyst estimates about peptide market size are undershooting because they don't capture this curve Today's peptides are generic, retarded amino acid chains We'll soon get personalised ones that are smart and maximise value delivered per dollar to the nth power

A lot of you keep asking Grok to explain how $NAUT iterative mapping differs from mass spectrometry This is a really good explanation

To be honest with you, literally everyone in the AI<>Biology space has to hire me asap And they also have to buy $NAUT asap or prepare for a lifetime of chasing the proteoform ambulance and seeing their margins be painfully compressed

For the purpose of understanding $NAUT's potential to revolutionise Oncology, consider the following mental framework: cancer is in fact a dysregulated molecular signalling network, on a first principles basis. The human body operates through molecular signalling networks that tell cells when to grow, divide, survive, repair themselves or die. Cancer emerges when mutations and other regulatory abnormalities disrupt these networks, allowing cells to override the instructions that normally keep them under control. Consider six important nodes in this network: 1/ EGFR: the upstream growth receptor. EGFR sits on the cell membrane and receives growth signals from outside the cell. When activated, it changes its molecular configuration, becomes phosphorylated at specific amino acid positions and initiates downstream signalling. Two major pathways branch from EGFR: KRAS–MAPK and PI3K–AKT. The former primarily regulates proliferation, while the latter coordinates growth, metabolism and survival. Both can become pathologically active in cancer. 2/ KRAS: the molecular growth switch. KRAS is essentially a binary switch, cycling between inactive GDP-bound and active GTP-bound states. When activated, it triggers a cascade: KRAS → RAF → MEK → ERK → proliferation. ERK ultimately regulates proteins and transcription factors that tell the cell to divide. Mutations such as KRAS G12D can disrupt the switch's normal regulation, allowing proliferative signals to persist even without continuous upstream stimulation. This is particularly relevant to pancreatic cancer, where KRAS mutations occur in approximately 90–95% of pancreatic ductal adenocarcinomas. 3/ PI3K: the parallel survival pathway. EGFR can also activate PI3K, which converts the membrane lipid PIP2 into PIP3. PIP3 recruits proteins such as AKT1 to the membrane, facilitating their activation. The important point is that a cancer cell can maintain survival signalling through PI3K–AKT even when the KRAS–MAPK branch is inhibited. This creates redundancy in the network. And redundancy makes cancer considerably harder to kill. 4/ PTEN: the molecular brake. PTEN reverses the reaction catalysed by PI3K, converting PIP3 back into PIP2. It therefore restrains downstream AKT activation. When PTEN is lost or inactivated, this brake disappears. The PI3K–AKT pathway can remain abnormally active, allowing malignant cells to survive signals that would otherwise trigger programmed cell death. Importantly, cancer is not exclusively the result of activating growth-promoting genes. It can also result from disabling the molecular machinery that normally suppresses them. 5/ AKT1: the survival and growth controller. AKT1 sits downstream of PI3K and regulates several fundamental cellular functions through proteins including mTOR, FOXO and GSK3. But AKT1 is not simply ON or OFF because the protein exists. Its activity depends on its molecular state. Two particularly important phosphorylation sites are T308 and S473. Their phosphorylation helps determine AKT1 activation and downstream signalling. This is where the proteoform thesis becomes interesting. Measuring the abundance of AKT1 is not equivalent to determining the precise combination of modifications present on AKT1 molecules. And those combinations can materially affect what the protein does. 6/ STAT3: an additional survival programme. STAT3 is a transcription factor that can be activated by inflammatory cytokines, JAK kinases and growth-factor signalling. When activated, STAT3 regulates genes involved in survival, proliferation, inflammation and immune evasion. This provides cancer cells with another mechanism for maintaining malignant behaviour, potentially even when other signalling pathways are pharmacologically suppressed. Now consider the problem from a systems perspective. We have an interconnected network of molecular switches, feedback loops, inhibitory mechanisms and alternative survival pathways. Some mutations increase the activity of particular nodes. Others disable the brakes. And still others alter how the network responds to therapeutic intervention. The central problem in Oncology is therefore not merely identifying which genes are mutated. It is understanding the molecular configuration that allows the entire malignant network to remain operational. This brings us to Mariano Barbacid. His team's experimental pancreatic cancer work illustrates precisely why this framework matters. Rather than inhibiting KRAS in isolation, the researchers combined interventions against KRAS, EGFR and STAT3, simultaneously disrupting multiple mechanisms supporting the malignant state. The combination produced durable tumour regression in preclinical mouse models. It is not yet proof that the same strategy will cure human pancreatic cancer. But the conceptual implication is enormous. Sometimes disabling a single oncogenic protein is insufficient because the network can compensate. Disrupting several critical dependencies simultaneously can produce a fundamentally different outcome. Now imagine being able to read the molecular state of that network rather than infer it primarily from DNA mutations. This is where I believe $NAUT could become extraordinarily important. DNA sequencing tells us what the genomic instructions look like. RNA sequencing tells us which instructions are being transcribed. Traditional proteomics tells us something about the proteins that are present and, depending on the method, certain molecular modifications. But the actual biological machinery operates through proteins whose functions depend on their precise molecular configurations. Phosphorylation, cleavage, acetylation, ubiquitination and other post-translational modifications can change a protein's activity, localization, interactions, stability or degradation. And multiple modifications can coexist on the same protein molecule. These distinct molecular configurations are called proteoforms. The important distinction is between knowing that a protein is present, knowing that particular modifications exist somewhere in a sample, and knowing which modifications coexist on the same intact protein. Those are not equivalent measurements. For example, detecting AKT1 phosphorylation at T308 and S473 separately does not automatically tell us how frequently both modifications coexist on the same AKT1 molecule. A platform capable of resolving these combinations could provide a much richer picture of the molecular states governing cellular behaviour. That is the central technological promise I see in Nautilus. And it leads to the next step in the thesis. Suppose we measure a tumour's initial proteoform configuration. We then administer a drug or combination of drugs. After treatment, we measure the new molecular state. We now have a data pair: Initial molecular state + intervention → final molecular state. Repeat this across thousands of proteins, many interventions and eventually large numbers of patients, with clinical outcomes attached. The resulting dataset could teach AI how biological signalling networks respond to therapeutic interventions. Instead of simply associating a mutation with an approved drug, we could begin modelling the molecular state transitions that determine whether a tumour proliferates, regresses or develops resistance. The objective would be to identify the smallest effective combination of interventions that moves the network away from the malignant state and towards sustained tumour suppression, while preserving healthy tissue. In the Barbacid example, the relevant intervention nodes were KRAS, EGFR and STAT3. In another tumour, the critical combination might involve PI3K, AKT, MEK, an immune signalling pathway or entirely different molecular mechanisms. The optimal combination is a property of the tumour's specific molecular state, not necessarily a universal recipe for a particular cancer. This is why the opportunity extends far beyond a single cancer type. The EGFR–KRAS–PI3K–AKT–STAT3 network is merely a small subset of the machinery involved in cancer. The complete ontology also includes DNA repair, epigenetic regulation, metabolism, apoptosis, immune evasion, cellular senescence and interactions with the tumour microenvironment. A sufficiently comprehensive molecular-state model could eventually connect these systems. Of course, Nautilus has not demonstrated the ability to map every clinically relevant cancer proteoform, infer every signalling dependency or prescribe curative drug combinations. Those are enormous scientific, computational and clinical challenges. But consider the direction of travel. Genomics gave us a map of the instructions. Proteoform-resolved proteomics could give us a much more detailed picture of the machinery executing those instructions. And AI could eventually learn how to manipulate that machinery by observing what happens before and after intervention. My $NAUT thesis is that the company is building a potentially critical measurement layer for this transition: from reading biological instructions to reading biological states, and eventually learning how to change them. If this works, the opportunity is not simply better cancer diagnostics. It is the possibility of turning Oncology from a largely mutation-guided treatment discipline into a more comprehensive, predictive science of molecular network control. And cancer is only one application of that idea.

My updated $HIMS thesis

Wanting success quickly makes you extremely soft You should be able to tolerate a 99.99% drawdown over the span of 5 years if the thesis is fundamentally intact. In fact, you should want that to happen to make you a better investor

The $NAUT thesis is literally brought to you by Semax It enabled me to compress the entire AI<>Biology space into a single concept in 3-4 weeks: that everyone needs to build on the proteome and only $NAUT can read it

Made my day

How it will feel to see the mental map in this video become increasingly predictive over time We have decades ahead of AI<>Biology. This map will guide you for decades

Obviously a long road ahead, but you have to give it to me, selling $HIMS at $15 doesn’t look like a great idea in hindsight now…

Do y’all want to revive some of that PTSD

There’s a single mental framework behind my $AMD, $PLTR and $NAUT picks It will literally upgrade your brain