Antonio Linares

Buying IREN, RocketLab, ASTS and Abcellera.

Name: Buying IREN, RocketLab, ASTS and Abcellera.
Uploaded: 2025-10-21T13:30:53Z
Description: Antonio explains why he's increasingly bullish on this basket on companies and how he would go about betting on them. Since these are venture capital plays in the stock market, Antonio tends to prefer buying the entire basket rather than picking any one of them in isolation.

10/21/2025, 1:30:53 PM

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Economic Summary

The presenter frames the asset basket as venture capital-like, meaning high risk but asymmetric upside; they recommend buying and tracking it because fundamental analysis over time may reveal outsized payoffs.
Many companies in the basket are early-stage, and the speaker believes the odds that at least one becomes a major wealth creator are high, implying concentrated winners could drive substantial portfolio gains for long-term investors.

Bullish

Venture-capital-like asset basket could deliver asymmetric returns from a few big winners
Early-stage companies with a high chance that at least one reaches 'fortune creation' status

Bearish

No bearish cases captured.