Antonio Linares
@alc2022.bsky.social
Early $AMD, $TSLA, $PLTR, $SPOT and $HIMS investor.
Join 11,200+ deep thinkers. This is my only account.
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Antonio Linares
@alc2022.bsky.social
· Dec 8
$PLTR has 100X potential. From here.
I just finished writing a post explaining how $PLTR is in the same fundamental situation $NVDA was back in 2016.
Makes it really easy to see.
After reading it, a toddler could understand why I see 100X long term potential.
Minds are going to be blow here I think.
Makes it really easy to see.
After reading it, a toddler could understand why I see 100X long term potential.
Minds are going to be blow here I think.
December 10, 2024 at 1:13 PM
I just finished writing a post explaining how $PLTR is in the same fundamental situation $NVDA was back in 2016.
Makes it really easy to see.
After reading it, a toddler could understand why I see 100X long term potential.
Minds are going to be blow here I think.
Makes it really easy to see.
After reading it, a toddler could understand why I see 100X long term potential.
Minds are going to be blow here I think.
My $AMD thesis is unchanged, despite the pessimism surrounding the stock. $AMD is down nearly 40%, when everything is going up!
The mental framework that I teach in my course is what enables me to stay anchored to fundamentals and not get emotional, when others get depressed.
The mental framework that I teach in my course is what enables me to stay anchored to fundamentals and not get emotional, when others get depressed.
December 10, 2024 at 1:13 PM
My $AMD thesis is unchanged, despite the pessimism surrounding the stock. $AMD is down nearly 40%, when everything is going up!
The mental framework that I teach in my course is what enables me to stay anchored to fundamentals and not get emotional, when others get depressed.
The mental framework that I teach in my course is what enables me to stay anchored to fundamentals and not get emotional, when others get depressed.
I love this game.
December 10, 2024 at 1:13 PM
I love this game.
I don't think people realise $PLTR is fundamentally in the same situation $NVDA was in 2016.
If I breakdown $NVDA's evolution for you into simple building blocks and put it side by side with $PLTR's fundamental building blocks you will see it.
If I breakdown $NVDA's evolution for you into simple building blocks and put it side by side with $PLTR's fundamental building blocks you will see it.
December 10, 2024 at 1:12 PM
I don't think people realise $PLTR is fundamentally in the same situation $NVDA was in 2016.
If I breakdown $NVDA's evolution for you into simple building blocks and put it side by side with $PLTR's fundamental building blocks you will see it.
If I breakdown $NVDA's evolution for you into simple building blocks and put it side by side with $PLTR's fundamental building blocks you will see it.
$NVDA is up 90X since August 2016.
I think $PLTR is going to be the same.
I think $PLTR is going to be the same.
December 10, 2024 at 1:12 PM
$NVDA is up 90X since August 2016.
I think $PLTR is going to be the same.
I think $PLTR is going to be the same.
Generational wealth is created by thinking in decades.
Those who think in quarters are actually cheating themselves out of staggering returns.
Those who think in quarters are actually cheating themselves out of staggering returns.
December 10, 2024 at 1:12 PM
Generational wealth is created by thinking in decades.
Those who think in quarters are actually cheating themselves out of staggering returns.
Those who think in quarters are actually cheating themselves out of staggering returns.
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.
When I say something has 100X potential, I mean it.
December 10, 2024 at 1:11 PM
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.
When I say something has 100X potential, I mean it.
I think $PLTR revenue accelerates further, above a 30% CAGR.
It’s a function of their rate of productization, which is rising exponentially in tandem with the development of LLMs.
It’s a function of their rate of productization, which is rising exponentially in tandem with the development of LLMs.
December 10, 2024 at 1:11 PM
I think $PLTR revenue accelerates further, above a 30% CAGR.
It’s a function of their rate of productization, which is rising exponentially in tandem with the development of LLMs.
It’s a function of their rate of productization, which is rising exponentially in tandem with the development of LLMs.
If $PLTR is so overvalued, why are institutions piling in?
December 10, 2024 at 1:11 PM
If $PLTR is so overvalued, why are institutions piling in?
The definition of a mediocre mind is one that reacts to novel ideas with aggression.
December 10, 2024 at 1:10 PM
The definition of a mediocre mind is one that reacts to novel ideas with aggression.
You read this here first.
$AMZN free cash flow is exploding.
$AMZN free cash flow is exploding.
December 10, 2024 at 1:10 PM
You read this here first.
$AMZN free cash flow is exploding.
$AMZN free cash flow is exploding.
I’m doing a second deep dive this month.
What company should I do it on?
What company should I do it on?
December 9, 2024 at 8:13 PM
I’m doing a second deep dive this month.
What company should I do it on?
What company should I do it on?
X went crazy when I said that $SPOT was the $GOOG of audio in the making.
I know this is still confusing to many, because the thesis has barely started to unfold.
But so far so good.
$SPOT is evolving into way more than a music app.
I know this is still confusing to many, because the thesis has barely started to unfold.
But so far so good.
$SPOT is evolving into way more than a music app.
December 9, 2024 at 8:13 PM
X went crazy when I said that $SPOT was the $GOOG of audio in the making.
I know this is still confusing to many, because the thesis has barely started to unfold.
But so far so good.
$SPOT is evolving into way more than a music app.
I know this is still confusing to many, because the thesis has barely started to unfold.
But so far so good.
$SPOT is evolving into way more than a music app.
Buying extraordinary companies at depressive prices and holding the shares for decades is what I call the fortune making zone.
$PLTR at $7 and $SPOT at $97.50 are examples of this, at the very early stages.
$PLTR at $7 and $SPOT at $97.50 are examples of this, at the very early stages.
December 9, 2024 at 8:12 PM
Buying extraordinary companies at depressive prices and holding the shares for decades is what I call the fortune making zone.
$PLTR at $7 and $SPOT at $97.50 are examples of this, at the very early stages.
$PLTR at $7 and $SPOT at $97.50 are examples of this, at the very early stages.
The market can create narratives powerful enough to make an extraordinary company go on sale for extended periods of time.
This usually shakes many investors, but provides great opportunities for the more astute ones.
This usually shakes many investors, but provides great opportunities for the more astute ones.
December 9, 2024 at 8:12 PM
The market can create narratives powerful enough to make an extraordinary company go on sale for extended periods of time.
This usually shakes many investors, but provides great opportunities for the more astute ones.
This usually shakes many investors, but provides great opportunities for the more astute ones.
Most investors don’t like an investment idea until after it’s gone up multiple fold.
After that, a large % of investors focus on creating stories for which the stock should drop.
After that, a large % of investors focus on creating stories for which the stock should drop.
December 9, 2024 at 8:12 PM
Most investors don’t like an investment idea until after it’s gone up multiple fold.
After that, a large % of investors focus on creating stories for which the stock should drop.
After that, a large % of investors focus on creating stories for which the stock should drop.
Either you understand that we are accelerating or you don’t.
December 9, 2024 at 8:11 PM
Either you understand that we are accelerating or you don’t.
Good morning, deep divers.
December 9, 2024 at 8:11 PM
Good morning, deep divers.
$PLTR has 100X potential. From here.
December 8, 2024 at 11:56 PM
$PLTR has 100X potential. From here.
42 coupons left to buy my course for $230 instead of $300.
Learn the mental framework behind my $PLTR (10X), $AMD (33X), $HIMS (2X+) investments and others.
Also learn about my $300K+ mistakes and how to avoid them.
Learn the mental framework behind my $PLTR (10X), $AMD (33X), $HIMS (2X+) investments and others.
Also learn about my $300K+ mistakes and how to avoid them.
December 8, 2024 at 11:56 PM
42 coupons left to buy my course for $230 instead of $300.
Learn the mental framework behind my $PLTR (10X), $AMD (33X), $HIMS (2X+) investments and others.
Also learn about my $300K+ mistakes and how to avoid them.
Learn the mental framework behind my $PLTR (10X), $AMD (33X), $HIMS (2X+) investments and others.
Also learn about my $300K+ mistakes and how to avoid them.
Trimming winner is usually a mistake.
Extraordinary organizations are prone to increase FCF/share over the long term, beyond the expectations of most analysts.
Extraordinary organizations are prone to increase FCF/share over the long term, beyond the expectations of most analysts.
December 8, 2024 at 11:56 PM
Trimming winner is usually a mistake.
Extraordinary organizations are prone to increase FCF/share over the long term, beyond the expectations of most analysts.
Extraordinary organizations are prone to increase FCF/share over the long term, beyond the expectations of most analysts.
Any of your stocks could be disrupted by AI in a matter of a few months.
If you don’t believe, read my recent $CHGG deep dive. So many lessons to be learned here.
If you don’t believe, read my recent $CHGG deep dive. So many lessons to be learned here.
December 8, 2024 at 11:55 PM
Any of your stocks could be disrupted by AI in a matter of a few months.
If you don’t believe, read my recent $CHGG deep dive. So many lessons to be learned here.
If you don’t believe, read my recent $CHGG deep dive. So many lessons to be learned here.
Your favorite growth stocks will decline 60%+ many times, for no good reason.
December 8, 2024 at 11:55 PM
Your favorite growth stocks will decline 60%+ many times, for no good reason.
If it’s true that $PLTR ’s digital twins are second to none (and I believe so), they’re just going to gobble up the entire enterprise software market.
Think about it. For any other piece of software to work in the age of AI, it has to run on $PLTR digital twins!
Think about it. For any other piece of software to work in the age of AI, it has to run on $PLTR digital twins!
December 8, 2024 at 12:40 AM
If it’s true that $PLTR ’s digital twins are second to none (and I believe so), they’re just going to gobble up the entire enterprise software market.
Think about it. For any other piece of software to work in the age of AI, it has to run on $PLTR digital twins!
Think about it. For any other piece of software to work in the age of AI, it has to run on $PLTR digital twins!