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Antonio Linares

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Antonio Linares

I Could Bet my Grandma on Duolingo Right now.

11/6/2025, 12:16:48 PM
Open summary
Economic Summary
  • The market is conflating a natural, cyclical slowdown in DAU growth with ChatGPT-driven disruption; Duolingo (DUOL) management says retention remains strong, and past slowdowns (Q2 2021) preceded major rebounds.
  • Duolingo's proprietary dataset — reportedly ~1 billion exercises solved per day — is framed as a 21st-century moat that enables superior AI models and long-term value creation for the education market (DUOL).
  • Free cash flow margin has trended materially higher vs. 2021 (from near zero to much higher levels by 2024), showing improved cash conversion and disciplined management; management guided to ~29% adjusted EBITDA margin for the year, suggesting limited near-term financial impact from prioritizing teaching quality.
Bullish
  • Large proprietary data moat (reported ~1 billion exercises/day) enables superior AI-trained learning experiences.
  • Management excels at A/B testing and metric-driven focus, repeatedly driving DAU and monetization improvements.
  • Improving free cash flow margins and strong cash generation demonstrate durable business economics.
  • Product changes like the energy feature increased bookings and DAUs, validating execution.
Bearish
  • Market is overfitting ChatGPT disruption fears onto Duolingo, creating downside pressure.
  • DAU (daily active user) slowdowns can recur when company shifts focus away from growth.
  • AI advances have already disrupted education incumbents (e.g., Chegg), posing competitive risk.
  • Prioritizing teaching quality and outcomes could temporarily slow monetization or near-term growth.
Antonio Linares

Why Value Investors Stay Poor.

11/5/2025, 2:08:06 PM
Open summary
Economic Summary
  • AI capabilities are said to be doubling roughly every six months; this rapid scaling is described as the main driver of earnings power for AMD (AMD) and Palantir (PLTR), implying accelerating revenue and profit potential if the trend continues.
  • The fundamentals for AI-exposed firms are characterized as 'black and white' and very strong, but investor sentiment has turned pessimistic, resembling 2022 levels, which may create mispricings or volatility.
  • Speaker adopts a contrarian view: if AI scaling laws persist, companies like AMD and PLTR could see dramatically higher valuations, while near-term psychology-driven skepticism may mask longer-term upside.
Bullish
  • AI capabilities doubling every six months boost earnings for AMD and Palantir.
  • Persistent AI scaling laws could make AMD and Palantir far more valuable.
Bearish
  • Investor psychology fosters pessimism despite strong fundamentals.
  • Fundamentals seeming 'too good to be true' prompts skepticism and defensive investing.
Antonio Linares

Hims: Longevity as a Service.

11/5/2025, 2:03:22 PM
Open summary
Economic Summary
  • Novel GLP-1 applications are proliferating, encouraging microdosing and potentially expanding demand for metabolic and longevity-related therapies.
  • The company referenced as HIMS is moving toward a vertically integrated, data-driven model to deliver personalized molecular therapies, which could raise lifetime value per subscriber and improve monetization.
  • Financial dynamics: as HIMS deploys more CapEx, cash from operations and free cash flow per share have trended up historically, but additional CapEx will mechanically reduce free cash flow per share in the near term.
Bullish
  • CapEx investments correlated with rising cash from operations and FCF per share
  • Expanding GLP-1 applications could drive sustained demand and subscriber value
Bearish
  • Increased CapEx will reduce free cash flow per share for HIMS in the near term
  • Widespread GLP-1 microdosing faces regulatory and safety risks
Antonio Linares

Hims is Becoming the Tesla of Healthcare.

11/5/2025, 2:01:53 PM
Open summary
Bullish
  • Peptides have decades of data, facilitating faster deployment and understanding.
  • Machine learning could identify better-performing molecular shapes, improving therapies.
Bearish
  • AI may propose optimal molecules that do not actually exist, making recommendations impractical.
  • Searching for a nonexistent ideal peptide could waste R&D resources and slow progress.
  • Regulatory or administrative deployment could be premature, risking safety or misuse.
Antonio Linares

"AMD’s Free Cash Flow Is About to Explode"

11/5/2025, 1:53:26 PM
Open summary
Economic Summary
  • AMD's free cash flow per share is inflecting upward driven by its chiplet platform and ability to mix compute engines, implying improving unit economics and TCO advantages (AMD).
  • AI is becoming distributed (not just large data centers), and persistent AI scaling laws—if they continue—are expected to exponentially increase compute demand and firms' earning power, benefiting chip and software providers like AMD and Palantir (AMD, PLTR).
  • A key macro risk is human psychology: bearish sentiment and valuation fears can cause corrections; if scaling persists, physical constraints (energy, raw materials) could become meaningful bottlenecks for hardware expansion.
Bullish
  • AMD chiplet platform and FPGAs enable distributed AI and rising free cash flow per share.
  • AI scaling laws (accelerating demand, cited doubling cadence) drive exponential revenue and earnings.
  • Palantir software increases customer top line and margins, expanding monetization.
Bearish
  • Market psychology and bubble fears could trigger sharp sell-offs despite strong fundamentals.
  • Valuation concerns and skepticism ('too good to be true') may pressure stock prices.
  • Scaling AI may create resource and energy constraints that limit hardware growth.
Antonio Linares

Hims is Moving Towards a "Palantir Moment."

11/4/2025, 3:50:54 PM
Open summary
Economic Summary
  • HIMS is reinvesting heavily (CapEx) and management says cash from operations and free cash flow per share are trending up, implying scale economics as the platform grows (HIMS).
  • The cost of diagnostics and the cost of 'intelligence tokens' (AI computation/insights) are declining rapidly, enabling marginal‑cost personalization and increasing lifetime value per subscriber.
  • Regulatory changes that unblock peptide access could materially expand consumer adoption; demand already exists in underground markets, making policy shifts likely over time.
  • The speaker frames the opportunity as a massive TAM and subscription moat: network effects + neural nets applied to molecular diagnostics could produce an 'event horizon' re‑rating analogous to Palantir/AI hardware platform stories.
Bullish
  • Vertically integrated molecular diagnostics plus therapeutics can create a massive subscription business.
  • Falling costs of diagnostics and AI 'intelligence tokens' enable cheap personalization at scale.
  • Management execution: CapEx increases correlated with rising cash from operations and FCF trends.
  • Network effects plus neural nets could drive an event‑horizon re-rating similar to Palantir.
Bearish
  • Regulatory risk around peptides could limit or delay commercialization.
  • Clinical efficacy and safety of peptide-based personalization remains uncertain.
  • Large CapEx programs can depress near-term free cash flow.
  • High expectations risk investor disappointment if adoption lags.
Antonio Linares

Not Buying IREN Was a Mistake.

11/3/2025, 1:56:33 PM
Open summary
Economic Summary
  • Rapid AI scaling (doubling capabilities frequently) implies exponentially growing demand for compute, energy, and data-center capacity, potentially creating supply-side bottlenecks and resource gluts.
  • A company that can efficiently convert capital into data centers (referred to as IRON) could capture disproportionate value if AI scaling laws continue, implying a multi-decade runway.
  • Pure software businesses (examples: PLTR, DUOL) benefit from low friction distribution and can scale rapidly alongside AI advances, producing recurring fortune-creating opportunities.
  • Investing in hypergrowth winners matters more than picking the exact leader; historical examples (NVDA/AMD) show that owning a dominant player in a hot area typically yields large gains, but volatility and multi-year drawdowns (NFLX example) remain important considerations.
Bullish
  • IRON appears to uniquely convert capital into data centers, offering a long runway if AI scaling persists.
  • Pure software plays like PLTR and DUOL should benefit massively from AI improvements and low distribution friction.
  • Owning a winner in a hypergrowth sector (e.g., NVDA or AMD historically) can produce outsized long-term returns.
Bearish
  • AI-driven demand could create resource bottlenecks (energy, data centers) that squeeze margins and cap growth.
  • Market pessimism around some software names (e.g., DUOL) could persist and pressure multiples.
  • Growth stocks can abruptly reset (e.g., NFLX fell ~70% in 2022), implying large drawdowns are possible.
Antonio Linares

"Amazon, Palantir and Duolingo Stock Will Make MILLIONAIRES"

10/31/2025, 4:14:58 PM
Open summary
Economic Summary
  • Amazon (AMZN) reports its AI shopping assistant (Rufus) drives a ~60% higher likelihood of purchase, with 250 million daily active users, MAUs up 140% YoY and interactions up 210%, indicating AI is materially accelerating on-platform monetization and conversion.
  • AWS/AMZN is aggressively expanding compute CapEx — 3.8 gigawatts deployed year-over-year, additional gigawatt planned in Q4 2025, and capacity targeted to double by 2027 — and management says added capacity is being monetized, showing a tight causal link between AI CapEx and incremental customer value.
  • If AI capabilities roughly double every six months (Satya Nadella’s framing), companies with proprietary data advantages (e.g., AMZN, PLTR, DUOL, MSFT) could see time-to-value shrink and theoretical earnings power compound nonlinearly, potentially producing multiples of current free cash flow per share over a few years.
  • Palantir (PLTR) is seeing reduced time-to-value for customers via AI tooling and digital twins, which the speaker links to exponentially rising free cash flow per share as platform value compounds with improving model capabilities.
  • Duolingo (DUOL) has substantial proprietary learning data (cited ~1 billion exercises/year) and strong A/B testing culture; LLMs are framed as a tailwind that can enable verticalized AI tutors, improving student outcomes at scale and lowering alternatives' costs.
Bullish
  • Amazon's AI shopping assistant dramatically increases conversion and monetization.
  • Data-rich platforms compound value as AI capabilities double, accelerating earnings power.
  • Duolingo's large learning dataset and A/B testing create a durable AI advantage and vertical expansion.
Bearish
  • Valuations could form a bubble if stock prices outpace fundamentals and investor expectations become disconnected.
  • Interim/third-party data often misleads retail investors, causing mistimed selling and missed long-term gains.
  • Widespread inability to reason about non-linear AI-driven growth may amplify volatility and sentiment-driven drawdowns.
Antonio Linares

"This Stock is the Apple of Electricians" with Eric Santa

10/30/2025, 3:12:45 PM
Open summary
Economic Summary
  • PLAID reported strong top-line growth (around 30% revenue growth cited for 2024) while shifting focus to balance growth with profitability, leading to rising free cash flow.
  • Operating margins have expanded materially since Q3 2023 (from roughly 5% to near 25%), enabling near-term free cash flow generation and compounding.
  • Underlying installations are a key KPI: examples include very high installation growth (Netherlands ~86% year-over-year) indicating durable market adoption beyond quarterly revenue noise.
  • International expansion is progressing — Norway now represents ~33% of sales and shows a growth pattern similar to Sweden (lagged by ~3 years), supporting repeatable expansion playbook.
  • Gross margins have compressed as the company introduces multiple new product categories and temporarily moderates pricing; pricing power may be limited until products are established.
  • Valuation moved from an earlier compressed EBIT multiple (~21x) to a higher level (~42x), reflecting rapid share-price appreciation relative to fundamentals.
Bullish
  • Professional electrician lock-in: electricians prefer and repeatedly choose the product.
  • Vertical integration enables higher margins, faster iteration, and product quality advantages.
  • Strong recent revenue and operating-margin improvement driving free cash flow compounding.
  • International expansion (Norway, southern Europe) and multiple new product categories support long-term growth.
Bearish
  • Valuation appears elevated (EBIT multiple ~42x) after rapid share appreciation.
  • Gross margins are trending down as new product categories dilute pricing power.
  • Production is not yet optimized; cost improvements are required to sustain margin gains.
  • Hardware business scaling limits and wholesalers unlikely to rely on a single supplier.
Antonio Linares

The Economy is Getting Compressed into an API.

10/29/2025, 4:16:24 PM
Open summary
Economic Summary
  • Individuals, companies, and the nation operate at nested layers of optimization; solving one layer doesn't guarantee overall economic optimality, creating coordination problems and inefficiencies.
  • Because people lack full context, decision-making is often precarious and geared toward local incentives, which can limit aggregate outcomes and slow systemic improvement.
  • The speaker argues that GDP — the apparent large, insurmountable economic block — may be abstracted or 'compressed into an API' by technology, implying potential massive scale and productivity gains (the '100x' idea) that could outgrow traditional GDP measures.
Bullish
  • Economic activity can be compressed into APIs, enabling massive productivity and scale.
  • Technology could unlock orders-of-magnitude growth beyond current GDP constraints (the '100x' thesis).
Bearish
  • Humans lack the context to optimize large-scale economic systems.
  • Local optimizations by employees and firms can produce precarious, suboptimal outcomes for the broader economy.
Antonio Linares

AI Stocks Could 100X in 3-6 Years.

10/29/2025, 4:13:54 PM
Open summary
Economic Summary
  • The speaker argues model capacity doubling every six months (and accelerating) implies roughly 6.3 doublings to achieve a 100-fold increase in capacity, signaling extremely rapid improvements in AI capability.
  • If the company stays on this trajectory, its earning power could rise by ~100x in about three years; what was once considered a multi-decade outcome may occur much sooner, implying large valuation upside and compressed time horizons for investors.
  • The presenter cites AI's emerging mathematical capabilities and active deployment in business as evidence that commercial adoption and productivity gains could materialize quickly, affecting revenues across many industries.
Bullish
  • Model capacity doubling every six months could produce rapid capability and revenue growth.
  • Generalized intelligence emergence could enable ~100x earnings within a few years.
  • Practical AI deployment and emerging mathematical capabilities accelerate commercial adoption and ROI.
Bearish

No bearish cases captured.

Antonio Linares

Why Palantir Has 100X Potential

10/29/2025, 4:12:15 PM
Open summary
Economic Summary
  • Advances in AI models—described as roughly doubling in capacity every six months—can exponentially increase Palantir (PLTR) earning power by enabling more capabilities and higher customer value.
  • Two operational effects drive value: the platform becomes easier and less costly to install, and the platform itself delivers greater AI-driven value; failing to account for these non-linear effects can lead investors to misjudge intrinsic value.
Bullish
  • AI model improvements (doubling capacity ~every six months) could exponentially raise PLTR's earning power.
  • Platform becomes easier and cheaper to install while delivering more AI-driven value to customers.
Bearish
  • Some investors label the rally as a bubble driven by hype rather than fundamentals.
  • Linear extrapolation of past growth may overstate sustainable future earnings for PLTR.
Antonio Linares

Palantir is a $20T Company in the Making. Early Palantir Investor Explains.

10/29/2025, 4:05:39 PM
Open summary
Economic Summary
  • AI capabilities (models roughly doubling capacity every ~6 months) can exponentially increase revenue and free cash flow per share for platform companies like Palantir (PLTR) by making deployments easier and delivering more value to customers.
  • Digital twins — exhaustive, longitudinal digital copies of operations — allow neural nets to automate repetitive tasks across firms, compressing many economic optimization problems into API-driven services and potentially shifting labor toward more creative roles.
  • Widespread willingness to pay for AI services and the transition to accelerated computing (highlighted by NVIDIA/NVDA) indicate a structural increase in AI-driven workloads and corporate spending on compute, supporting sustained value creation rather than a short-term bubble.
  • There is a visible disconnect between equity price action and employment/economic indicators, which critics cite as a risk, but the speaker argues it reflects accelerated productivity and value delivery rather than pure speculation.
Bullish
  • AI model improvements multiply Palantir's earning power via digital twins.
  • Customers paying more for AI services drives durable revenue growth.
  • Accelerated computing demand (NVIDIA) validates strong AI-driven adoption.
Bearish
  • Some investors call Palantir a bubble and urge trimming based on price action.
  • Skeptics argue a 100x valuation could exceed realistic economic bounds like GDP.
  • Price-action vs employment disconnect suggests market gains may outpace real economy.
Antonio Linares

NDaaS (Not Dying as a Service) Is the Next Big Thing. #hims #healthcare

10/28/2025, 4:07:19 PM
Open summary
Economic Summary
  • Short-term earnings signals — for example credit-card transaction data tied to HIMSS — are driving depressed investor sentiment, but the speaker argues this misses larger secular trends in healthcare and longevity (HIMSS).
  • The speaker asserts we are entering a rapid acceleration toward longevity-as-a-service driven by coordinated advances across organs, glands, peptides, and molecular pathways, implying major long-term growth opportunities for companies in biotech and longevity-focused healthcare.
Bullish
  • Huge long-term opportunity in longevity — 'not dying as a service' paradigm shift.
  • Deep biotech/biomedical advances across organs, glands, peptides and pathways accelerating progress.
Bearish
  • Investors are pessimistic about HIMSS earnings due to weak credit-card data.
  • Focus on near-term payments/transaction signals can depress sentiment despite longer-term trends.
Antonio Linares

It's Happening.

10/28/2025, 2:48:19 PM
Open summary
Economic Summary
  • There is a growing dislocation between the S&P 500 and total job openings, indicating a low-hire environment and structural labor shifts driven in part by AI.
  • AI is replacing many low-level and routine roles, producing a multi-year transition that could feel like an 'employment bubble' while firms adopt automation.
  • Companies that leverage AI effectively (examples cited: PLTR, TSLA, DUOL, HIMS, SPOT) are showing rising free cash flow per share, implying durable top-line and margin improvements.
  • Healthcare and longevity-related sectors (notably HIMS, Novo Nordisk NVO, Eli Lilly LLY) are likely to attract capital as medical innovation and weakened immune-system concerns accelerate investment.
Bullish
  • AI is a clear tailwind that raises top line and margins for many companies
  • Singularity scalers with best data/ontologies will generate exponential adoption
  • Healthcare/biotech to receive capital flow from medical and immunity concerns
Bearish
  • Short-term focus on quarterly beats causes trading volatility and investor missteps
  • A few years of employment turmoil as AI displaces entry-level jobs
  • Some people argue this could be an AI bubble
Antonio Linares

AMD is Going to Dominate Inference EVEN MORE #amd #inference

10/27/2025, 2:37:48 PM
Open summary
Economic Summary
  • Customers will prioritize inference over model parameters or training because they value practical AI that increases top-line revenue and margins.
  • Technical advantages in inference hardware—notably FPGAs—translate into competitive moats; AMD's faster FPGA performance could capture substantial market share.
  • The speaker projects that ‘physical AI’ driven by inference demand may evolve into a multi-hundred-billion-dollar market in the next 5–8 years, implying large TAM for hardware providers like AMD.
Bullish
  • FPGA speed provides AMD a major edge for inference workloads, improving performance and competitiveness.
  • Inference-focused AI adoption will drive revenue and margin expansion as customers pay for useful AI capabilities.
  • Physical AI demand could become a multi-hundred-billion-dollar market over the next 5–8 years, benefiting leaders like AMD.
Bearish

No bearish cases captured.

Antonio Linares

AMD is Coming for Physical AI #amd #physicalai

10/27/2025, 2:36:59 PM
Open summary
Economic Summary
  • AI is shifting from data-center workloads to physical/edge deployments, which will expand demand for low-latency, on-device inference hardware and create new markets beyond traditional cloud GPUs.
  • Reconfigurable hardware (e.g., FPGAs) that can 'change shape' to match different neural network architectures is critical for cost-effective, low-latency edge inference, implying firms with adaptable circuit-level optimization could gain durable advantages.
  • AMD demonstrated its FPGAs outperforming competitors on a particularly demanding algorithm, suggesting AMD (AMD) is well-positioned for some edge AI workloads; however, the algorithm's requirements exceed typical AI needs now and likely for the next 2–3 years.
Bullish
  • AMD's FPGAs outperformed competitors on a demanding algorithm, indicating strong edge AI hardware advantage.
  • Shift from data-center to physical/edge AI should increase demand for low-latency, reconfigurable inference devices.
Bearish

No bearish cases captured.

Antonio Linares

AMD FPGAs are Taking the Whole Market #amdstock #amd

10/27/2025, 2:35:58 PM
Open summary
Economic Summary
  • FPGAs are expected to be deployed across the entire end-to-end AI stack — large and small data centers, PCs, and edge devices — expanding demand for FPGA-capable vendors like AMD and benefiting platforms that support distributed inference (e.g., ORCL).
  • The FPGA market was historically concentrated (Xilinx and Altera); AMD's acquisition of Xilinx positions AMD with a near-term monopoly on advanced FPGA technology, creating a high barrier to entry that competitors (including INTC after acquiring Altera) will find difficult to overcome.
  • Because developing leading FPGA technology requires years of engineering and ecosystem build-out, incumbency (AMD/Xilinx) confers durable competitive advantages that reinforce market share in AI infrastructure and client devices.
Bullish
  • AMD's acquisition of Xilinx gives it a unique FPGA technology moat across AI hardware.
  • FPGAs expanding into data centers, PCs, and edge devices meaningfully enlarges the addressable market.
Bearish
  • Intel buried Altera after acquisition, suggesting stagnation in its FPGA strategy.
  • Competitors could eventually catch up to FPGA capabilities given enough time and investment.
Antonio Linares

"AMD Will be Bigger than Nvidia."

10/27/2025, 2:19:04 PM
Open summary
Economic Summary
  • AMD (AMD) demonstrated FPGA performance in an IBM use case that outperformed other compute devices, indicating a unique low-latency inference advantage with implications for edge and data-center AI adoption.
  • The speaker argues that inference — not training or parameter counts — will drive real customer value and revenue, meaning low-latency, cheap inference hardware (FPGAs) could broaden AI's economic impact across industries.
  • AMD's chiplet strategy combined with FPGA integration creates a compounding moat, enabling personalized chips at marginal cost and potentially unlocking a multi-hundred-billion-dollar market as physical AI scales.
  • Short-term price moves are narrative-driven (pre-market mention of ~$260 for AMD); sustainable long-term gains require matching fundamental monetization over the next few years.
Bullish
  • AMD's FPGA advantage enables superior low-latency inference at edge and data centers
  • AMD chiplet platform compounds a durable moat by integrating diverse compute engines
  • Physical AI demand could create a multi-hundred-billion-dollar market for AMD
Bearish
  • Analysts re-rating AMD based on headlines, not underlying fundamentals
  • Valuation risk if fundamentals don't scale to justify narrative-driven price
  • Monetization uncertainty: integrating FPGAs across product lines may take years
Antonio Linares

Why Lower Margins Are GOOD For Tesla #teslastock

10/23/2025, 3:28:55 PM
Open summary
Economic Summary
  • Jeff Bezos argues companies should optimize absolute dollar free cash flow per share rather than percentage margins, because investors can spend dollars but not percentages.
  • Lowering percentage margins can be economically rational if it increases absolute free cash flow per share, which can raise a company’s value per share even as percentage margins fall.
  • Valuation and corporate strategy should emphasize dollar profitability and per-share cash generation over percentage-margin metrics, so managers may pursue lower margins to maximize shareholder value.
Bullish
  • Higher dollar free cash flow per share increases shareholder value even with lower margins.
  • Deliberately lowering margins to grow absolute FCF can justify valuation expansion.
Bearish
  • Falling percentage margins can signal weakening pricing power or competitive pressure.
  • Investors often misinterpret margin declines, prompting sell-offs despite cash flow improvements.
Antonio Linares

Lower Margins Are Good For Tesla.

10/23/2025, 3:25:13 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

Tesla is Set to Print Cash with Rates Coming Down #tesla #stocks #stockmarket

10/23/2025, 3:22:49 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

The Economy is Just and Optimisation Problem

10/22/2025, 3:09:29 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

New AI BREAKTHROUGH: Big Things are Coming For Palantir, AMD, Tesla and Duolingo Shareholders.

10/22/2025, 2:56:17 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

This is HUGE News for Palantir and AMD Investors.

10/22/2025, 2:54:45 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

Why AI Capex RoI is Going UP:

10/22/2025, 2:52:42 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

Buying IREN, RocketLab, ASTS and Abcellera.

10/21/2025, 1:30:53 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

IREN, RocketLab, ASTS and Abcellera have THESE THINGS in Common.

10/21/2025, 1:30:46 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

"IREN, RocketLab, ASTS and Abcellera Are the New Teslas"

10/21/2025, 1:30:38 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

How Antonio Picks Winners.

10/21/2025, 1:30:04 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

The Blueprint for American Industry 2.0

10/21/2025, 1:30:01 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

Peptides are The Next Frontier for Hims.

10/16/2025, 2:44:45 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

FINAL Warning for Hims Shareholders. Understand this NOW.

10/16/2025, 2:43:26 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

HRT is Bigger Than GLP-1s for Hims.

10/16/2025, 2:43:04 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

Hims Has 100X Potential. From here. #hims #stocks #stockmarket

10/16/2025, 2:35:15 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

"This is Probably the Next 100X Stock"

10/15/2025, 5:09:42 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

How I Made Millions of Dollars Investing in Spotify Stock.

10/15/2025, 4:52:52 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

HelloFresh Might be the Next Trillion Dollar Company #stocks #stockmarket #millionairemindset

10/15/2025, 4:51:42 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

HelloFresh Might Disrupt Supermarkets #stocks #hellofresh #stockmarket

10/15/2025, 4:48:27 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

Are We in an AI Bubble? #ai #stocks #stockmarket

10/14/2025, 3:24:29 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

FINAL Warning to AMD Investors. Understand This NOW.

10/14/2025, 3:22:28 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

This is the TOP KPI for the ASTS Thesis. #stocks #stockmarket #astspacemobile

10/13/2025, 6:48:29 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

ASTS is Near an Inflection Point #stocks #astspacemobile #stockmarket

10/13/2025, 6:47:01 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

ASTS is a KEY AI at the Edge Player.

10/13/2025, 6:45:32 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

ASTS is the Machine that Prints Personalised Spectrum #stocks #astspacemobile #stockmarket

10/13/2025, 6:33:07 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

ASTS is an AI at the Edge Play.

10/13/2025, 6:27:22 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

AMD is the Next Trillion $ (AI) Giant #stockmarket #stocks #technology

10/9/2025, 1:30:48 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

Why I Sleep Like a Baby Holding AMD Stock #stockmarket #stocks #semiconductors

10/9/2025, 1:30:43 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

AMD's Chiplet Platform is a Game Changer #stockmarket #amdstock #stocks

10/9/2025, 1:30:25 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

Something VERY Big Is Coming For AMD #stockmarket #stocks #amd

10/9/2025, 1:30:13 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

The AMD Era Has Begun.

10/9/2025, 1:30:05 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

RocketLab is the Machine that Prints Rockets #stocks #stockmarket #wealth

10/8/2025, 4:47:21 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

Picking Between Abcellera, IREN and RocketLab Stocks. #stockmarket #stocks #investing #wealth

10/8/2025, 4:43:38 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

RocketLab Might Be the Next Big Winner. #stocks #investing #wealth

10/8/2025, 4:39:45 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

RocketLab is Positioned for an Inflection Point.

10/8/2025, 4:36:40 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

Why Non-AI Investors are Crying.

10/7/2025, 7:37:56 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

Are We In an AI Bubble? Early Tesla Investor Explains.

10/7/2025, 7:36:08 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

Why I Think Palantir has 100X Potential. From Here.

10/7/2025, 7:35:10 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

"Palantir Stock Will Make MILLIONAIRES"

10/7/2025, 2:49:05 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

I think AMD is a 20 Bagger in 5 Years.

10/6/2025, 5:03:34 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

AMD Will be My First 100X Investment.

10/6/2025, 5:02:12 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

The AI ReVolution is Just Getting Started.

10/6/2025, 5:01:05 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

AMD is the Next Trillion $ AI Giant.

10/6/2025, 5:00:54 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

IREN, AMD and Tesla Are "Infinite Money Glitches"

10/6/2025, 5:00:08 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

Abcellera is Evolving into the Palantir of Biotech.

10/1/2025, 3:21:38 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

This is the FUTURE of Healthcare.

10/1/2025, 3:19:15 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

"Abcellera is the Palantir of Biotech in the Making"

10/1/2025, 3:12:48 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

"IREN, Tesla, RocketLab and ASTS Will Make Millionaires"

9/30/2025, 1:57:47 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

How Stock Market Millionaires Think.

9/30/2025, 1:46:40 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

Selling Palantir And Going ALL IN on IREN?

9/30/2025, 1:44:39 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

The Infinite AI Money Glitch Tesla and IREN Are Building

9/30/2025, 1:41:27 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

I Was Wrong About UiPath.

9/29/2025, 2:53:29 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

The Secret Sauce Behind Crowdstrike's Success

9/29/2025, 2:42:32 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

Why I Picked Palantir Over UiPath.

9/29/2025, 2:27:23 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

Invest in Psycopaths To GET RICH

9/29/2025, 2:24:33 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

American Innovation Has NO COMPETITION

9/29/2025, 2:20:36 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

Duolingo is a MASSIVE AI Winner.

9/26/2025, 10:31:36 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

What Lemonade Needs to WIN BIG

9/26/2025, 10:30:09 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

How to Get RICH in the Stock Market.

9/26/2025, 10:28:34 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

Antonio Compares IREN, Lemonade and Duolingo (100X Opportunities)

9/26/2025, 10:27:39 AM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.

Antonio Linares

Iren is the Tesla of Datacenters in the Making.

9/24/2025, 3:58:49 PM
Open summary
Bullish

No bullish cases captured.

Bearish

No bearish cases captured.