Antonio Linares
@alc2022.bsky.social
Early $AMD, $TSLA, $PLTR, $SPOT and $HIMS investor.
Join 11,200+ deep thinkers. This is my only account.
Join 11,200+ deep thinkers. This is my only account.
I love this game.
December 10, 2024 at 1:13 PM
I love this game.
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.
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.
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.
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.
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.
I thought $AMZN was going to kill $HIMS bro
December 7, 2024 at 11:18 AM
I thought $AMZN was going to kill $HIMS bro
This is the title of my original $PLTR thesis.
The thesis has barely started to unfold.
Price action is notable, but if the entire thesis unfolds the company’s market cap should be much much higher.
The thesis has barely started to unfold.
Price action is notable, but if the entire thesis unfolds the company’s market cap should be much much higher.
December 7, 2024 at 11:16 AM
This is the title of my original $PLTR thesis.
The thesis has barely started to unfold.
Price action is notable, but if the entire thesis unfolds the company’s market cap should be much much higher.
The thesis has barely started to unfold.
Price action is notable, but if the entire thesis unfolds the company’s market cap should be much much higher.
I’ve been looking at the $UBER vs $TSLA case for around a year now.
Was only a matter of time before the narrative that AVs are going to kill $UBER emerged.
Very similar to the ChatGPT vs $CHGG scenario. The market takes the simplistic view first.
Was only a matter of time before the narrative that AVs are going to kill $UBER emerged.
Very similar to the ChatGPT vs $CHGG scenario. The market takes the simplistic view first.
December 7, 2024 at 11:15 AM
I’ve been looking at the $UBER vs $TSLA case for around a year now.
Was only a matter of time before the narrative that AVs are going to kill $UBER emerged.
Very similar to the ChatGPT vs $CHGG scenario. The market takes the simplistic view first.
Was only a matter of time before the narrative that AVs are going to kill $UBER emerged.
Very similar to the ChatGPT vs $CHGG scenario. The market takes the simplistic view first.
$TSLA stock has been flat since late 2021, yet the cars essentially drive themselves now.
In just 4 years, $TSLA has transformed into a full-fledged robotics company.
In just 4 years, $TSLA has transformed into a full-fledged robotics company.
December 5, 2024 at 1:26 PM
$TSLA stock has been flat since late 2021, yet the cars essentially drive themselves now.
In just 4 years, $TSLA has transformed into a full-fledged robotics company.
In just 4 years, $TSLA has transformed into a full-fledged robotics company.
$SPOT above $500.
Hello?
Hello?
December 5, 2024 at 1:25 PM
$SPOT above $500.
Hello?
Hello?
$SPOT is nearly at $500 and you still think Apple Music is a competitor.
December 4, 2024 at 2:08 PM
$SPOT is nearly at $500 and you still think Apple Music is a competitor.
I’m up 10X on $PLTR now.
Congrats to all the longs and cheers to naysayers, that claim my calls are “clickbait.”
To them I say, read my $NFLX, $AMZN and $COST and learn to spot great companies early. Or take my course/s.
Congrats to all the longs and cheers to naysayers, that claim my calls are “clickbait.”
To them I say, read my $NFLX, $AMZN and $COST and learn to spot great companies early. Or take my course/s.
December 4, 2024 at 6:36 AM
I’m up 10X on $PLTR now.
Congrats to all the longs and cheers to naysayers, that claim my calls are “clickbait.”
To them I say, read my $NFLX, $AMZN and $COST and learn to spot great companies early. Or take my course/s.
Congrats to all the longs and cheers to naysayers, that claim my calls are “clickbait.”
To them I say, read my $NFLX, $AMZN and $COST and learn to spot great companies early. Or take my course/s.
$HIMS stock reflecting the strength of its products this morning.
December 4, 2024 at 6:33 AM
$HIMS stock reflecting the strength of its products this morning.
$HIMS is building the world’s first AI healthcare loop.
Long term this can grow into the infrastructure needed to fix the US healthcare industry.
Long term this can grow into the infrastructure needed to fix the US healthcare industry.
December 3, 2024 at 2:17 PM
$HIMS is building the world’s first AI healthcare loop.
Long term this can grow into the infrastructure needed to fix the US healthcare industry.
Long term this can grow into the infrastructure needed to fix the US healthcare industry.
$AMD is currently over 35% off its all-time highs, and I’ve been holding this company for over a decade.
People often ask how I handle this level of volatility. My approach? I simply stay the course.
In time, $AMD will be worth 20X more.
People often ask how I handle this level of volatility. My approach? I simply stay the course.
In time, $AMD will be worth 20X more.
December 3, 2024 at 2:14 PM
$AMD is currently over 35% off its all-time highs, and I’ve been holding this company for over a decade.
People often ask how I handle this level of volatility. My approach? I simply stay the course.
In time, $AMD will be worth 20X more.
People often ask how I handle this level of volatility. My approach? I simply stay the course.
In time, $AMD will be worth 20X more.
$SPOT FCF/share rising exponentially, as predicted.
Key lessons from this graph:
1. In networks scale precedes profits.
2. Culture is the best predictor of financial performance.
3. Truly excellent companies like $SPOT are capable of defeating much larger players, like $AMZN.
Key lessons from this graph:
1. In networks scale precedes profits.
2. Culture is the best predictor of financial performance.
3. Truly excellent companies like $SPOT are capable of defeating much larger players, like $AMZN.
December 1, 2024 at 12:45 AM
$SPOT FCF/share rising exponentially, as predicted.
Key lessons from this graph:
1. In networks scale precedes profits.
2. Culture is the best predictor of financial performance.
3. Truly excellent companies like $SPOT are capable of defeating much larger players, like $AMZN.
Key lessons from this graph:
1. In networks scale precedes profits.
2. Culture is the best predictor of financial performance.
3. Truly excellent companies like $SPOT are capable of defeating much larger players, like $AMZN.
$HIMS fair value at present is $50-60/share.
November 30, 2024 at 11:20 PM
$HIMS fair value at present is $50-60/share.
Yes, the market still doesn't quite understand $SPOT.
November 30, 2024 at 11:17 PM
Yes, the market still doesn't quite understand $SPOT.
Apparently AI is killing $CHGG.
The stock is down 97% from ATHs.
But cash from operations is up big time?
The stock is down 97% from ATHs.
But cash from operations is up big time?
November 30, 2024 at 11:01 PM
Apparently AI is killing $CHGG.
The stock is down 97% from ATHs.
But cash from operations is up big time?
The stock is down 97% from ATHs.
But cash from operations is up big time?
Tennis is the secret weapon of long term investors.
November 30, 2024 at 11:00 PM
Tennis is the secret weapon of long term investors.
