Unusual Bets

Is geothermal the next big energy trade of the AI era? Former hedge fund analyst Gabe Marshank explains why enhanced geothermal energy could become the most overlooked investment opportunity in power markets, and how fracking technology finally made it economic. On this episode of Unusual Bets, host Arthur Ballesteros sits down with Gabe Marshank, author of the Market Maven newsletter at MarketWise. Gabe called the nuclear power trade early through Talen Energy. Now he lays out his thesis on enhanced geothermal systems (EGS): a 24/7, carbon-free power source with near-zero fuel costs, arriving just as AI data centers push electricity demand to record highs.

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This content is for educational and entertainment purposes only and is not financial advice. The views expressed are those of the guests and host. Always do your own research and consult a licensed financial advisor before making investment decisions.

Antonio Linares, the investor who bought AMD at $4 and Palantir at $7 thinks Hims & Hers (HIMS) is building the world's AI doctor and Duolingo (DUOL) the world's AI tutor. On this episode of Unusual Bets, he explains why he believes both could become trillion-dollar companies.

Host Arthur Ballesteros digs into Antonio's thesis that proprietary data is the biggest moat of the AI era. They get into Hims & Hers' closed-loop healthcare platform, Duolingo's gamified learning data, the peptide and longevity boom, falling GLP-1 prices, and why Antonio thinks big pharma missed all of it. Antonio also covers health data privacy, the dystopian side of digital twins, why AMD's chiplets could win the next phase of AI compute, his biggest misses, and his $2,000 per share intrinsic value target for HIMS by 2030.

To take a look at Antonio's presentation: https://claude.ai/artifact/PyQgRUzsvgQ3ypPghd3bVi#slide-3dd33bdac6c2

CHAPTERS

00:00:00 A $9.99 subscription to stay alive

00:00:28 Who is Antonio Linares?

00:01:13 His bet: an AI doctor and AI teacher

00:02:50 Duolingo's superhuman AI tutor

00:04:43 Hims & Hers: the closed-loop AI doctor

00:07:11 Proprietary data and value per token

00:11:29 Why their data is different

00:14:56 Spotify and ontology velocity

00:18:18 Do they build their own AI models?

00:20:09 Reptide boom

00:23:42 Gene editing

00:26:34 How big pharma missed this

00:29:11 Why patients choose Hims

00:31:35 Health data privacy risks

00:34:16 Looksmaxxing and the social media pull

00:35:15 Will AI healthcare widen the divide?

00:41:33 AI compute and AMD's edge

00:46:37 His misses: BlackBerry and Amyris

00:50:55 Andrew Dudum's leadership

00:54:22 Institutional ownership of HIMS

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Music: Ben Elson / 2AM / courtesy of www.epidemicsound.com.

Disclaimer: Any content referenced in this episode or on Unusual Whales is not intended to provide legal, tax, investment or insurance advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority ("FINRA") or any state securities regulatory authority. Nothing on Unusual Whales should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by Unusual Whales or any third party. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You can lose some or all of your investment. See terms for more information.

Is the AI boom a bubble, or are we just getting started? Wall Street tech analyst Dan Ives says we're only in the third inning, about 15% of the way through a 10–12 year AI build-out, and that investors are still underestimating it. On this episode of Unusual Bets, host Arthur Ballesteros sits down with Dan Ives, partner and senior managing director at Yorkville Ives and one of Wall Street's best-known tech analysts with 25+ years covering the sector. Dan makes his case for a multi-year tech bull market. He explains why today looks nothing like the dot-com bubble, where the bears have a point, and why he thinks the ""SaaSpocalypse"" fears were overblown."

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** Disclaimer: Any content referenced in the video or on Unusual Whales are not intended to provide legal, tax, investment or insurance advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority ("FINRA") or any state securities regulatory authority. Nothing on Unusual Whales should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by Unusual Whales or any third party. Certain investment planning tools available on Unusual Whales may provide general investment education based on your input. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your legal or tax professional regarding your specific situation. You can lose some or all of your investment. See terms for more information.