Antonio Linares

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

Name: "IREN, Tesla, RocketLab and ASTS Will Make Millionaires"
Uploaded: 2025-09-30T13:57:47Z
Description: In this conversation, Antonio Linares discusses the current state of AI and its impact on the market, particularly focusing on companies like Rivian and Iron. He explores the dynamics of cash flow, the challenges faced by graduates in the job market, and the potential for these companies to emerge a

9/30/2025, 1:57:47 PM

View channel Watch on YouTube

Economic Summary

Many believe we are in a bubble, unlike 2021 sentiment
AI adoption creating real economic value
Graduate job market struggling due to AI impact
Low hiring and low firing environment per Jerome Powell
Companies firing staff, citing AI-related efficiency gains

Bullish

AI scaling laws driving exponential compute demand
Positive cash from operations validates company infrastructure
Tesla improving efficiency and ready for rate cuts
Rivian adopted by Volkswagen for hardware and software platform
Iron compared to Tesla for data centers
Blueprint companies combine hardware, software, and rapid iteration
Strong long term potential for American Industry 2.0 leaders

Bearish

Both Rivian and Iron have blind spots in their theses
Rivian's demand for autonomy may not match AI data center demand
Iron's exposure to Bitcoin risk limits investment conviction
Higher interest rates have reduced Tesla vehicle affordability
Political distractions previously affected Tesla's focus

Bullish tickers

IRONRIVNTSLAPLTR

Bearish tickers

RIVNIRONTSLA

People mentioned

Jerome PowellElon MuskRJ SkowronWarren Buffett