Antonio Linares

This is HUGE News for Palantir and AMD Investors.

Name: This is HUGE News for Palantir and AMD Investors.
Uploaded: 2025-10-22T14:54:45Z
Description: It would seem that AI is moving in the direction of taking decisions that involve trade-offs much better than humans can, if provided the necessary context (as much data as possible). Among other things, this brings the following exponentially closer than I initially estimated: Autonomous organisat

10/22/2025, 2:54:45 PM

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Economic Summary

AI model and mathematical improvements are materially progressing, which should speed up product and value creation cycles for AI-centric firms such as Palantir (PLTR) and AMD (AMD).
The speaker expects these AI-driven improvements to translate into sizable increments in free cash flow per share and broadly higher stock prices for companies that adopt or enable AI technologies.

Bullish

Improved AI mathematical capabilities will accelerate value creation for AI-focused firms like Palantir and AMD.
Firms that embrace or enable AI should see materially higher free cash flow per share and stock appreciation.

Bearish

No bearish cases captured.

Bullish tickers

PLTRAMD

PLTR

Bullish

AI-driven acceleration in value creation could lead to much higher free cash flow per share and stock appreciation for Palantir.

AMD

Bullish

Advances in AI math and adoption could significantly boost AMD's value creation and free cash flow per share.