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@alc2022 Avatar @alc2022 Antonio Linares

Antonio Linares is being referred to as "the machine that prints 100x investments". He appears to be a highly successful investor with a track record of making bold and accurate predictions about various stocks, including $AMD, $PLTR, $HIMS, and $ASTS. His investment thesis and insights have garnered significant attention and admiration from his online community.

Engagements: XXXXXX #

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Followers: XXXXXXX #

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Social Influence

Social category influence stocks #4200 technology brands XXXXX% finance XXXX% automotive brands XXXX% cryptocurrencies XXXX% countries XXXX%

Social topic influence $pltr #9, pltr #10, $path #1, $duol #66, $amd #32, $hims #23, $wisel #9, $spot #2505, $tsla #90, $asts #223

Top accounts mentioned or mentioned by @joinyellowbrick @cmdinvest @rjccapital @luce_on_tsla @curioustraderie @brkmystery @champion_stocks @stockpulsenow @zekeo19 @ronenhayempour @landoinvests @bastianellilore @dredwardgroup @think1019 @kavem64 @taghans723 @mlsaini0110 @georget12164389 @guvscryptotips @jakebrowatzke

Top assets mentioned Palantir (PLTR) UiPath, Inc. (PATH) Duolingo, Inc. Class A Common Stock (DUOL) Advanced Micro Devices (AMD) Hims & Hers Health, Inc. (HIMS) Spotify Technology (SPOT) Tesla, Inc. (TSLA) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Costco Hot Dog (COST) Rocket Lab USA, Inc. Common Stock (RKLB) IREN Limited (IREN) Oscar Health, Inc. (OSCR) Lemonade, Inc. (LMND) Costco Wholesale Corporation (COST) Nebius Group N.V. Class A Ordinary Shares (NBIS) Rivian Automotive, Inc. (RIVN) SAP SE (SAP)

Top Social Posts

Top posts by engagements in the last XX hours

"9. I continue to monitor $RKLB $ASTS $OSCR $HFG and $LMND and $ABCL closely because I believe that the odds of at least one of these companies moving into the aforementioned sweetspot is high"
X Link 2025-06-19T12:37Z 112.4K followers, 14.5K engagements

"You have to pick one: X. $OSCR X. $IREN X. $NBIS X. $DUOL X. $WISE.L"
X Link 2025-07-22T17:36Z 112.5K followers, 183.2K engagements

"What is the next 100X stock from here"
X Link 2025-09-12T20:23Z 112.5K followers, 247K engagements

"This is going to be a gigantic business"
X Link 2025-09-23T09:13Z 112.4K followers, 27.1K engagements

"How it feels to have not bought $IREN $RKLB $ASTS and others while carefully studying them as them stock prices rocket upwards"
X Link 2025-10-13T17:00Z 112.5K followers, 64.3K engagements

"$CSU.TO free cash flow per share up. Stock price down XX% in the past X months"
X Link 2025-11-12T07:56Z 112.4K followers, 11.3K engagements

"Updated thoughts on $HIMS: X. P/S sales is tracking YoY revenue growth. X. $HIMS YoY revenue growth is cyclical. X. YoY revenue growth positioned to accelerate a lot with Labs and peptides going into 2026. I still see $HIMS worth $2000/share intrinsically by 2030"
X Link 2025-11-24T17:24Z 112.4K followers, 39.9K engagements

"$AMD is up XXX% from this years lows. Everyone thought $AMD was done. Focus on fundamentals - not narratives"
X Link 2025-11-25T11:05Z 112.5K followers, 34.3K engagements

"My audience has grown a lot over the past year so a lot of you are new to my work. However you've now seen be stand by $AMD at $XX (now up 150%). And you're seeing me do the same with $DUOL after a 70%. One could argue I'm really underpaid"
X Link 2025-11-25T13:52Z 112.4K followers, 18.3K engagements

"@CMDInvest Im still here but just finished for the day"
X Link 2025-12-01T16:29Z 112.4K followers, 1364 engagements

"$PATH is down 35%+ but long term I think it can evolve into a big $PLTR competitor in the SMB space. Heres why 👇 $PLTR's primary function is to assist organizations in understanding their data by automating insight generation which in turn optimizes operations. At first glance $PATH may seem like a simple click automation tool but it fundamentally operates similarly to $PLTR and is evolving into a highly powerful platform. $PATH utilizes computer vision to monitor computer screens within an organization observing the repetitive tasks performed by users. By doing so $PATH learns to automate"
X Link 2024-06-01T10:53Z 112.5K followers, 98.8K engagements

"Companies with no actual competition: X. $PLTR X. $SPOT X. $HIMS X. $TSLA X. $DUOL"
X Link 2025-04-13T10:30Z 112.5K followers, 135.4K engagements

"I was wrong about $PATH. A few years ago I thought it would evolve into a $PLTR competitor but execution has lagged. However the $PATH thesis isn't dead and still presents interesting asymmetry with the onset of agentic workloads"
X Link 2025-09-29T14:58Z 112.5K followers, 49.2K engagements

"I went long $AMD at $XXX. $HIMS at $XX. $PLTR at $X. $TSLA at $XX. $SPOT at $XXXXX. Now I'm focused on watching $RKLB $ASTS $OSCR $HFG $LMND $ABCL and $IREN VERY closely Here's my Q2 2025 update of these X companies🧵"
X Link 2025-10-20T15:06Z 112.5K followers, 201.8K engagements

"Wise is a world-class instance of the $COST Algorithm. Take rate (price) is down XX% YoY but free cash flow per share is up 1.64X YoY. Wise is on its way to becoming a dominant commercial finance and banking infrastructure platform. It's priced at only XXX times"
X Link 2025-11-19T13:22Z 112.5K followers, 13.1K engagements

"I really like $RIVN. $RIVN now has X catalysts coming up: X. The launch of the R2 model. X. The onset of accretive software and IP revenues. $RIVN is not a car company. It's an emerging autonomy platform"
X Link 2025-11-26T16:31Z 112.5K followers, 24.5K engagements

"5 coupons left to obtain lifetime access to my course (and all future versions V2.4 drops soon) and community (500+ deep divers) for just $XXX instead of $XXX. Learn the mental framework behind my $PLTR $AMD $DUOL picks and others. Use code AMD at checkout:"
X Link 2025-11-26T16:37Z 112.5K followers, 34.3K engagements

"$SAP taking on $PLTR with S/4HANA"
X Link 2023-06-02T10:34Z 112.5K followers, 5668 engagements

"Im an early and long term $AMD $TSLA $PLTR $SPOT $HIMS $DUOL investor. My incentives on this platform are to make the best investments possible in public so more people want to buy my course to learn the mental framework behind my picks"
X Link 2025-06-02T11:18Z 112.5K followers, 824.2K engagements

"I went long $AMD at $XXX. $PLTR at $X. $HIMS at $XX. And $WISE.L is my latest conviction. At a market cap of just $14B today I see $WISE.L becoming one of the largest financial institutions on Earth 🧵"
X Link 2025-07-20T17:43Z 112.5K followers, 164K engagements

"1. $WISE.L free cash flow per share is rising very fast as you can see below. This is because they make international payments easier faster and cheaper than anyone else can"
X Link 2025-07-20T17:43Z 112.5K followers, 17.8K engagements

"5. By maintaining the superiority of its infrastructure and by growing the Wise Account $WISE.L is rapidly evolving from an international payments app to a commercial finance platform. I believe $WISE.L is on a course to print 100s of billion of cash from operations"
X Link 2025-07-20T17:43Z 112.5K followers, 11.7K engagements

"The past few weeks call for a write up on conviction. I have a conviction with $WISE.L but Im nearly fully allocated. And I wouldnt sell any of my X positions. Also the difference between conviction and not conviction can be millimetrical"
X Link 2025-07-20T18:44Z 112.5K followers, 32.2K engagements

"$WISE.L is running the $COST Algorithm applied to international payments. By making international payment faster cheaper and easier than anyone else $WISE.L is in a position to deploy additional financial services at a marginal cost and become a $100B+ fintech giant and more"
X Link 2025-07-22T17:30Z 112.5K followers, 23.4K engagements

"What company should I do my next deep dive on"
X Link 2025-09-24T09:45Z 112.5K followers, 96.2K engagements

"$ASTS is increasingly positioned to become the machine that prints personalised spectrum at a marginal cost much like $IREN for datacenters and $RKLB for constellations. The end game is Physical AI / AI at the Edge and the moat is looking stronger to me than a year ago"
X Link 2025-10-13T17:39Z 112.5K followers, 54.2K engagements

"$ASTS is building a network thats rapidly evolving into a potential cash machine capable of spinning off billions in FCF almost overnight if execution continues at this pace. Heres my updated $ASTS thesis (Q2 2025) 🧵"
X Link 2025-10-16T15:05Z 112.5K followers, 50.5K engagements

"Its happening"
X Link 2025-10-27T21:22Z 112.5K followers, 589.8K engagements

"Now tell them that if $DUOL does down another XX% itll now have 400X potential. From here"
X Link 2025-11-26T11:57Z 112.5K followers, 19.5K engagements

"My updated $DUOL thesis"
X Link 2025-11-26T14:36Z 112.5K followers, 13K engagements

"How is $DUOL being disrupted by AI if more people use it daily than in 2022"
X Link 2025-11-27T09:00Z 112.5K followers, 20.1K engagements

"I'm betting my entire net worth on these X predictions: X. $TSLA will go to $10K /share when they fully unlock robotaxis. X. $HIMS will be a $400B company in X years. X. $PLTR will be $1T company in less than X years. X. $DUOL will hit 1B DAUs in X years. X. $AMD will become a $5T company in X years. X. $SPOT will become a $1T company in X years"
X Link 2025-11-28T10:54Z 112.5K followers, 684.6K engagements

"Only one of my theses has to work"
X Link 2025-11-28T10:57Z 112.5K followers, 13.3K engagements

"In hindsight you wouldn't think buying $COST XX years ago was risky. I just own X Costcos. $DUOL is $COST for education. $HIMS is $COST for healthcare. $TSLA is $COST for robots. $AMD is $COST for chips. $SPOT is $COST for media. $PLTR is $COST for digital twins"
X Link 2025-11-28T11:14Z 112.5K followers, 1.7M engagements

"$PLTR investors after surviving the Nth correction allegedly the worst X weeks in many portfolio managers careers with X actual impact on their net worth"
X Link 2025-11-28T11:46Z 112.5K followers, 15.1K engagements

"The two most profitable trades of this decade are going to be $COST for education and $COST for healthcare"
X Link 2025-11-28T11:57Z 112.5K followers, 15.8K engagements

"V2.4 of my course is now live. Its better than ever"
X Link 2025-11-28T14:42Z 112.5K followers, 13.7K engagements

"Value creation processes are accelerating in tandem with AI scaling laws. Enjoy (or not)"
X Link 2025-11-28T19:18Z 112.5K followers, 13.5K engagements

"Countless ups and downs along the way but in the end $COST obsession with delivering more value to customers per $ has created massive wealth for shareholders. $HIMS $DUOL $SPOT and others are leveraging the exact same playbook applied to network effects"
X Link 2025-11-29T13:10Z 112.5K followers, 32.4K engagements

"The consensus now is that AI stock valuations have come down to reasonable levels. But in the context of a XX year long thesis what's the difference between buying $PLTR at $XXX or buying it at $XXX The answer is that expensive stocks turn out to be cheap and viceversa"
X Link 2025-11-29T13:53Z 112.5K followers, 17.9K engagements

"With $HIMS opening Labs up to ingest data from other providers it's increasingly becoming a digital twin of your body. This is why I'm so big on this company. You can prevent any illness of you have enough data"
X Link 2025-11-29T15:00Z 112.5K followers, 26K engagements

"Once theres a model that can literally do your job for you why not pay for another 1000 models to 1000X your output Or a million to 1mX it. People dont realize we live in an unprecedented time in history"
X Link 2025-11-30T15:23Z 112.5K followers, 17.9K engagements

"Im fully dedicated to skiing now to recalibrate my nervous system but Im not sure its working"
X Link 2025-11-30T20:52Z 112.5K followers, 19K engagements

"Enjoy your last few years of having to work and not being fully confronted with the inexplicable mystery of existence"
X Link 2025-11-30T21:42Z 112.5K followers, 25.8K engagements

"$AMD wins big this decade"
X Link 2025-12-01T16:24Z 112.5K followers, 27.8K engagements

"Enjoy. Theres lots of winning coming"
X Link 2025-12-01T16:28Z 112.5K followers, 18.2K engagements

"Weve gone through a lot of volatility lately but its nothing in the context of the mystery we live in. Also AI isnt perfect - but it doesnt have to be. Itll drive FCF/share up over the long term and with it stock prices"
X Link 2025-12-08T15:35Z 112.5K followers, 31.9K engagements

"Whos ready for unhinged thoughts"
X Link 2025-12-08T16:13Z 112.5K followers, 16.5K engagements

"$PATH update drops tomorrow"
X Link 2025-12-08T21:05Z 112.5K followers, 80K engagements

"What's your best investment idea today"
X Link 2025-12-09T12:05Z 112.5K followers, 37.7K engagements

"@dr_edwardgroup Do you ship to Spain"
X Link 2025-12-09T21:54Z 112.5K followers, XXX engagements

"$PATH might just be the next $PLTR"
X Link 2025-12-10T14:06Z 112.5K followers, 16.8K engagements

"I went long $PLTR at $X and I'm up 26X since. I now see $PATH potentially evolving into a similar success story 🧵"
X Link 2025-12-10T17:19Z 112.5K followers, 9168 engagements

"1. Last quarter I said $PATH management had lost focus over the past few years. But seeing the progress in Q3 FY2026 I'm open to an alternative story: that they were focused on rearchitecting the platform. And now $PATH seems positioned to excel"
X Link 2025-12-10T17:19Z 112.5K followers, XXX engagements

"3. If you've been following the $PLTR story you'll it's been driven productisation and therefore exponentially faster distribution. First with AIP. Now with vertical instances of the $PLTR platform like Warp Speed and Ship-OS"
X Link 2025-12-10T17:19Z 112.5K followers, XXX engagements

"4. A few years ago everyone thought $PLTR was a just a consulting company. But this productisation curve has turned them into a $0.5T giant (for now). I wouldn't discard $PATH doing something similar"
X Link 2025-12-10T17:19Z 112.5K followers, XXX engagements

"5. $PATH watches screens (via computer vision) and uses that data to automate stuff. Until now they were just automating clicks. But in Q3 FY2026 we see signs of semantic automation picking up"
X Link 2025-12-10T17:19Z 112.5K followers, XXX engagements

"6. This means $PATH is finally positioned to automate workloads of exponentially higher value (without costs going up much). This positions $PATH to potentially increase the top line fast and expand margins as we have seen $PLTR do to date"
X Link 2025-12-10T17:19Z 112.5K followers, XXX engagements

"7. $PATH isn't $PLTR but their light-weight approach may yield a distribution advantage over the long term. I think the space may be big enough for a few big winners"
X Link 2025-12-10T17:19Z 112.5K followers, XXX engagements

"8. At the moment $PATH trades at an EV/ratio of just over X. If we continue to see agentic workload adoption advance at the current rate it won't be long before: X. $PATH earning power goes up exponentially. X. With costs staying essentially flat"
X Link 2025-12-10T17:19Z 112.5K followers, XXX engagements

"You can access my full $PATH Q3 FY2026 ER digest for free below:"
X Link 2025-12-10T17:19Z 112.5K followers, 2289 engagements

"10. I don't have a position in $PATH but it's back in my watchlist as of Q3 FY2026. The above thread is not financial advice and should not be interpreted a such. This content is for educational and entertainment purposes only"
X Link 2025-12-10T17:19Z 112.5K followers, 2278 engagements