my next stock picks after AMD and Palantir

Five years ago Palantir and AMD were left for dead. Today one is up 469% and the other 468%, and my AMD position is up roughly 120x from $4.20. This video breaks down why: both companies were the core assets required to deploy the first version of AI, and the market priced them like commodities. Palantir owns the digital twin every company needs before AI can do anything profitable. AMD figured out that chiplets deliver more compute per dollar than a monolithic die. That drove free cash flow per share up hard, and over the long term stock prices track free cash flow per share. Nothing else. Then I show you what comes next. The next wave of returns belongs to companies that learn something about you every single time you touch them. Hims learns your health. Duolingo learns how you learn. Both are building Ontologies: proprietary datasets nobody else can access, which means proprietary AI nobody else can train. Hims is building a superhuman doctor. Duolingo is building a superhuman teacher. Two markets that have not changed in decades are about to change forever, and neither company has real competition, exactly like AMD and Palantir in 2022. I explain Ontology Velocity, the concept that determines who wins. And then the bigger bet: biology will deliver most of the returns in the stock market over the next two decades. One peptide class made more revenue in 2025 than OpenAI and Anthropic combined. That is one peptide. Peptides, epigenetic tuning, gene editing and cell therapy are the beginning of the write function, and biology is now code. This is the basis for Longevity as a Service, an industry that could be an order of magnitude bigger than Lilly's $1T. My primary conviction is Hims as the Costco for biomarkers. My high risk, high reward positions are ImmunityBio and Nautilus Biotechnology. Full portfolio, full reasoning, full receipts. Not financial advice. I hold every position mentioned.