Antonio Linares
@alc2022
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Early $AMD, $TSLA, $PLTR, $SPOT and $HIMS investor. Join 12,800+ deep thinkers. This is my only account.
Access my deep dives →
Joined November 2020
$TSLA stock has has gone nowhere in 4 years, but the cars drive themselves now.
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$TSLA stock has basically gone sideways for 3 years, but the cars drive themselves now.
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Cathie Wood says $TSLA will be worth $2000/share in 5 years. Thoughts?
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$AMD is down 33% from ATHS and I've been long this company for over 10 years now. Many ask me how I manage this volatility. The answer is, by doing nothing. Soon enough $AMD stock will be 20X higher.
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$TSLA stock has gone nowhere since 2021, but the cars basically drive themselves now. In 4 years, $TSLA has evolved into a robotics company.
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Companies with no real competition:. 1. $PLTR.2. $SPOT.3. $HIMS.4. $TSLA.
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Tremendous opportunities to generate wealth long term: . 1. $HIMS at $24. 2. $AMD at $115. 3. $PLTR at $65. 4. $AMZN at $218. 5. $TSLA at $390.
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My long term price targets:. 1. $AMD: $700.2. $PLTR: $250.3. $SPOT: $1200.4. $TSLA: $800.5. $HIMS: $150.
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$AMD is set up to take a lot of market share from $NVDA for 2 reasons:. 1. Much of of $NVDA ´s moat stems from CUDA, which enables developers to interact with $NVDA GPUs seamlessly when coding. However, Pytorch has become the dominant framework for deep learning (AI) and now,
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Opportunities to create generational wealth:. 1. $PLTR at $71. 2. $AMD at $119. 3. $TSLA at $415. 4. $SPOT at $498. 5. $HIMS at $27. 6. $AMZN at $223.
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I'm betting over 50% of my net worth on these predictions: . 1. $TSLA will go to $10K per share when they unlock robotaxis. 2. $HIMS will become a $400B company in 10 years. 3. $PLTR will become a $1T company in less than 10 years.
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Long term price targets: . 1. $AMD: $700.2. $PLTR: $250.3. $SPOT: $1200.4. $TSLA: $800.5. $HIMS: $150.
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$TSLA has been flat for 3 years, but the cars drive themselves now.
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Cathie Wood thinks $TSLA stock will over $2000/share in around 5 years. I think she's right.
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Guess who’s all in on $AMD?. Zuckerberg. Llama runs inference exclusively on $AMD MI300.
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I’ve done over 50 deep dives, but I’m only invested in the following 5 companies:. 1. $PLTR.2. $AMD.3. $SPOT.4. $HIMS.5. $TSLA.
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Some predictions:.1. $PLTR will be a $1T company by 2030. 2. $HIMS will be a $400B company in a decade. 3. $TSLA will hit $10,000/share, starting with the roll out or robotaxis.
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Highly probable events:. 1. $PLTR will be the key platform for company building. 2. $AMD will disrupt $NVDA's AI leadership. 3. $AMZN's free cash flow will grow rapidly from here. 4. $SPOT will become the $GOOG of audio. 5. $TSLA will bring global material abundance. 6. $MSFT's.
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Things that are very likely to happen: . 1. $PLTR will be the primary platform for building new companies. 2. $AMD will challenge and disrupt $NVDA's AI dominance. 3. $AMZN's free cash flow will grow exponentially. 4. $SPOT will evolve into the $GOOG of audio. 5. $TSLA will usher.
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I spent one month researching $META deeply. Here´s a summary of my 5,000 word write up on it🧵.
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Companies with no actual competition: .1. $PLTR.2. $SPOT.3. $HIMS.4. $TSLA.
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4 picks that changed my life:. 1. $TSLA at $13. 2. $PLTR at $7. 3. $SPOT at $97.50. 4. $AMD at $4.2.
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I'm betting over half of my net worth on these 3 predictions: . 1. $TSLA will go to $10K /share when they fully unlock robotaxis. 2. $HIMS will be a $400B company in 10 years. 3. $PLTR will be $1T company in less than 10 years.
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I believe these will be the top performing stocks in 2025:. 1. $AMD.2. $PLTR.3. $SPOT.4. $TSLA.5. $HIMS.
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I’ve done over 50 deep dives, but I only own these companies:. 1. $AMD.2. $PLTR.3. $TSLA.4. $HIMS.5. $SPOT.
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Cathie Wood says $TSLA will go over $2000/share in 5 years. What do you think? I agree.
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$AMD is entering the fortune making zone. Like $PLTR at $7. Like $SPOT at $97.50. Wealth is created by buying world class companies when everyone wants to give up.
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4 investments that changed my life:. 1. $AMD at $4.2.2. $TSLA at $13. 3. $SPOT at $97.50. 4. $PLTR at $7.
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$PLTR is a trillion dollar company in the making. $39 per share is just the start.
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$PLTR stock is defying common sense. Exponential trends make little sense at the beginning when progress is scarcely visible and even less sense down the line, when progress is staggering. I'm not selling a single share.
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$PLTR on its way to $40. I said it years ago. This is the most important company in the West.
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$PLTR and $TSLA are building the AI platform that will redefine the US economy. $PLTR is the brain. $TSLA is the body.
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My LT price targets:. 1. $TSLA: $800.2. $PLTR: $250.3. $HIMS: $150.4. $SPOT: $1200.5. $AMD: $700.
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$AAPL is worth $3.7T by selling iPhones. $TSLA can be worth several times that by selling humanoid robots.
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$AMD’s GPUs are on par with $NVDA now. Software is next.
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$PLTR will be bigger than $TSLA. Here’s why:. 1. We're on the brink of a future where any task a machine can perform will be commoditized. 2. The key driver of this transformation is data. Data powers the neural networks that enable machines to think and operate autonomously. 3.
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Some predictions:. 1. $TSLA will reach $10K/share, driven by their rollout of robotaxis. 2. $HIMS will grow into a $400B company over the next decade. 3. $PLTR will become a $1T company in 10 years.
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This portfolio will obliterate the index . 1. $AMD.2. $SPOT.3. $HIMS.4. $TSLA .5. $PLTR.
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$TSLA stock has gone nowhere since 2020, but the cars now drive themselves.
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I believe $AMD is going to 20X again over the next decade, driven by a highly differentiated product roadmap that the market still doesn't understand. The market is looking at AI as if it were only about selling GPUs. But all of $AMD's business segments are effectively.
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Lisa Su says $AMD has an advantage in inference, which she believes will be a larger market than training, which is behind $NVDA's exponential growth.
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I’ve done over 50 deep dives, but I only own the following 5 companies:.1. $HIMS.2. $PLTR.3. $AMD.4. $SPOT.5. $TSLA.
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I'm betting my entire portfolio on the following 5 predictions: . 1. $HIMS will become one of America's largest healthcare giants, serving as a deflationary force in the typically inflationary US healthcare sector. 2. $PLTR will transform into the foundational platform for.
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Cathie Wood says $PLTR could disrupt $MSFT. What do you think? I agree tbh.
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$TSLA is going to $10k/share when it unlocks robotaxis.
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Cathie Wood says $PLTR can disrupt $MSFT. What do you think?
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While everyone is crying, Zuck has gone all in on $AMD. Llama runs inferences exclusively on $AMD MI300X. This deal shows $AMD has an edge in inference over $NVDA, which will be a much larger market than training.
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Over the past 4 years, I’ve done extensive deep dives on more than 50 companies. Today, I only own these 5 companies: .1. $PLTR.2. $AMD.3. $SPOT.4. $HIMS.5. $TSLA.
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I’m up 10X on $PLTR. 5X on $SPOT, 2X+ on $HIMS, 31X on $AMD and and 30X on $TSLA. When I say something has 100X potential, I mean it.
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At $80 $PLTR is “overvalued.”. At $300 it will be “cheap.”.
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$AMD's hardware has caught up to $NVDA. Software is next.
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$AMD is currently the best risk adjusted pick in the AI space.
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Companies with no competition:.1. $HIMS.2. $TSLA.3. $PLTR.4. $SPOT.
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$AMD data center revenue has been growing at a 64.9% CAGR since 2020. Yet everyone hates the stock now.
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If $TSLA unleashes robotaxis, it's going to $10k/share.
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I’m up 9.3X on $PLTR. And up 24X on $TSLA. Pessimists sound smart, optimists make money.
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$AMD is already disrupting $NVDA and will take a large % of its marketshare in AI, for two reasons:. 1. A large part of $NVDA ´s moat comes from CUDA, that allows devs to effortlessly interact with $NVDA GPUs when coding something up. This has made developers around the world
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$HIMS 100X potential explained by an early $PLTR investor. Here's why I doubled my position last night and why I think this company is positioned for greatness.
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$PLTR can now substitute a whole department of your company with a few lines of code. Eventually there won’t even be any code to write. This is the path to $500/share.
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I’ve done over 50 deep dives in the last 4 years. But I'm currently only invested in these 5 companies: . 1. $PLTR.2. $AMD.3. $SPOT.4. $HIMS.5. $TSLA.
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My long term price targets:. 1. $PLTR: $250.2. $SPOT: $1200.3. $TSLA: $800.4. $AMD: $700.5. $HIMS: $150.
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$AMD data center revenue has grown at a 64.9% CAGR since 2020. Yet everyone hates the stock now.
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Four investments that have basically changed my life:. 1. $TSLA at $13.2. $PLTR at $7.3. $AMD at $4.2.4. $SPOT at $97.50.
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Things that are very likely to happen:.1. $PLTR will be the primary platform for company building. 2. $AMD will challenge $NVDA's AI dominance. 3. $AMZN's free cash flow is set to grow exponentially. 4. $SPOT will resemble the $GOOG of audio. 5. $TSLA will usher material.
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The market doesn’t understand that $AMD is creating a new AI business with basically no competition
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$TSLA stock is up 130X since 2010. Give Elon his damn package!
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$PLTR is evolving into a Network of Ontologies. This is the path to a 10X+ bigger market cap. An explanation: . 1. Over the coming five years we are going to see $PLTR evolve from a provider of digital twins to a platform that connects many digital twins to each other, thus.
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