NervGen's Future.
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Investment Ideas by Antonio
Early AMD and Tesla investor, with a 2,500% return since 2014. Gain insights into my research process by reading my deep dives. One free deep dive per month. Deep dive updates for paid subscribers only.
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Latest posts
They Were Paralyzed. Then They Joined a Peptide Trial.
Participants from NervGen's latest trial tell their own stories.
Erectile dysfunction is now just a code bug
Deep Dive
Caris Life Sciences: the Deepest Data in Oncology
Deep Dive
NervGen: Chasing Ozempic for the Nervous System.
Deep Dive
Hims vs Tempus AI
Value Chain Analysis
Tempus AI: Palantir With a Lab Coat.
Deep Dive
Recursion Pharmaceuticals: The Drug Factory That Designs Itself
Deep Dive
MiNK Therapeutics: One Cell. Every Disease. The $50M Company Hiding in Plain Sight.
Deep Dive
Robotaxi, Optimus, and Terafab compound on a cash engine that never slowed.
Tesla Q1 2026 Update
Nvidia: The Faith Trade is Over
Q1 FY2027 ER Digest
Palantir: My Next 100 Bagger.
Q1 2026 ER Digest
Hims: Data Wins.
Q1 2026 ER
AMD: The Compute Printer.
Q1 2026 ER Digest
Duolingo: A Costly Narrative.
Q1 2026 ER Digest
Spotify: Entering the Hyper-Personalisation Era.
Q1 2026 ER Digest
Nautilus Biotechnology: A Digital Twin of Your Proteome.
Deep Dive
Peptides are the tip of the iceberg
I went long Palantir at $7 because I spent years studying AI before anyone cared. Biology is next.
Block: "We're Increasing Talent Density."
Q3 and Q4 2025 ER Digest
Immunity Bio: The Platform Begins.
Q4 2025 ER Digest