@alc_magic Avatar @alc_magic Antonio Linares

Antonio Linares posts on YouTube about ai, palantir, investment, market the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence finance technology brands stocks automotive brands social networks celebrities gaming countries exchanges financial services

Social topic influence ai, palantir #391, investment #1971, market #1907, cash flow #501, in the, growth, flow, tesla, stocks

Top accounts mentioned or mentioned by @thepsychoanalyst @christiandarnton1 @lorenzo2cents @ericsanta @mikecagr

Top assets mentioned Tesla, Inc. (TSLA) Spotify Technology (SPOT) Costco Wholesale Corporation (COST) Duolingo, Inc. (DUOL) Microsoft Corp. (MSFT)

Top Social Posts

Top posts by engagements in the last [--] hours

"Hims Is Only Getting Started"
YouTube Link 2026-01-09T17:04Z 24.3K followers, [----] engagements

"How to Make 25X Your Money In the Stock Market: Early Palantir Investor Explains. In this video Antonio Linares discusses his investment philosophy focusing on long-term value creation through investing in extraordinary companies like Palantir Spotify and Duolingo. He emphasizes the importance of understanding a company's value creation process and free cash flow per share rather than relying on market sentiment or technical analysis. Antonio shares his experiences with investments that were initially criticized but later proved successful highlighting the role of AI and innovation in driving"
YouTube Link 2025-11-17T13:24Z 24.3K followers, [----] engagements

"This Stock Might be the Next [--] Bagger In this episode Antonio Linares discusses Snap Inc. as a potential 10-bagger investment opportunity. He highlights the company's growth in monthly active users rising free cash flow per share and engagement metrics. Despite some operational challenges he believes Snap's unique user experience and focus on augmented reality position it well for future growth. The conversation delves into Snap's monetization strategies user engagement and the potential impact of proprietary data on its advertising business"
YouTube Link 2025-09-22T14:33Z 24.3K followers, 10.4K engagements

"It's Time to Talk About Duolingo. In this video Antonio Linares discusses the current state and future potential of Duolingo as an investment. Despite a significant 70% drop in stock price he remains optimistic about the company's long-term prospects emphasizing its potential to become a trillion-dollar company. Linares argues that the market's bearish view is misguided as Duolingo is not just a language learning app but is evolving into a platform with diverse educational offerings including chess. He highlights the importance of proprietary data and AI in driving growth and believes that"
YouTube Link 2026-01-15T16:04Z 24.3K followers, 13.9K engagements

"The AI Stock Collapse Will Make Billionaires. Unlock the secret to turning the markets most confusing moments into life-changing opportunities. In this episode Antonio Linares reveals a groundbreaking mental framework the Singularity Asymmetry thats poised to create billionaires over the next decade. While most investors are blindsided by declining stock prices Antonio explains how exponential fundamentals combined with market despair can be the ultimate leverage for explosive gains. Discover how companies like Palantir and Duolingo exemplify this powerful concept defying traditional"
YouTube Link 2026-02-12T15:55Z 24.3K followers, [----] engagements

"The Blueprint for American Industry [---] Antonio explains the operational blueprint that IREN RocketLab ASTS Abcellera and other companies are using and how this is likely to create the next wave of "Teslas.""
YouTube Link 2025-10-21T13:30Z 24.1K followers, [---] engagements

"I Could Bet my Grandma on Duolingo Right now. The market is confusing a natural DAU growth slowdown with ChatGPT disrupting Duolingo. Duolingo is in fact an AI native company and is seeing no changes in retention across the platform as CFO Matt Skaruppa confirmed during the Q3 [----] earnings call: I think there was a question earlier on broader platform retention. That remains strong no real changes in that. In the graph below you will see that DAU growth slowed down to essentially zero in Q2 [----]. As I explained in depth in my original Duolingo deep dive they fixed this by focusing on a"
YouTube Link 2025-11-06T12:16Z 24.2K followers, [----] engagements

"AMD is Now Positioned for Exponential Growth. This is not financial advice and should not be interpreted as such. This content is for educational and informational purposes only. My main takeaway from Oracle's Q1 FY2026 earnings call is that: [--]. Oracle has chosen AMD as a preferred partner for inference. [--]. This is due to AMD's unique inference advantage which I've been discussing for years now. [--]. This positions AMD for exponential growth now"
YouTube Link 2025-09-15T16:29Z 24.2K followers, [----] engagements

"How This Millionaire Retail Investor Went from $28K to $2M in the Stock Market 00:00 From $28K to $2M 08:22 Brian's Investment Philosophy 10:15 Brian's Major Winners and Losers 12:33 Emotional Aspects of Investing 17:50 Identifying Key Drivers of Returns 20:48 The AI Bubble 31:48 We Are in A Bear Market 33:57 The Future of AI 39:22 The Impact of AI on Traditional Industries 44:32 Brian's Investment Strategies 51:44 The 6th Sense of Contrarian Investors Follow Brian Birnbaum X on: https://x.com/TheRealBirnbaum Follow Brian Birnbaum on Substack: https://substack.com/@thepsychoanalyst"
YouTube Link 2025-12-24T18:15Z 24.2K followers, [----] engagements

"Q3 [----] Update: HelloFresh Stock Has 100X Potential. HelloFreshs unit economics continue to improve driven by a shift towards focusing marketing efforts on higher value customers. This is visible in the rising AEBITDA margin which is up from 3.8% in Q3 [----] to 3.9% in Q3 [----] as you can see in the graph below in yellow. The increase has primarily come as a result of HelloFresh increasing AOV (average order value) to [----] in Q3 up 3.8% YoY and of marketing expenses declining. Marketing expenses as a % of revenue are down from 19.1% in Q3 [----] to 18.9% in Q3 [----] and the AOV increase is the"
YouTube Link 2024-11-22T19:10Z 24K followers, [----] engagements

"Palantir AMD Hims Duolingo and Tesla Will DOMINATE. I'm up 37X on $AMD. 24X on $PLTR. 30X on $TSLA. 3.7X on my first big $HIMS purchase. And 7X on $SPOT. Here's my game plan for the 2025/2026 season including why I think $DUOL is my next giga-bagger"
YouTube Link 2025-09-13T13:17Z 24.2K followers, [----] engagements

"Hims is in Big Trouble. In this episode of the world's best investing podcast Antonio Linares discusses the recent legal challenges faced by Hims a healthcare company which was sued by Novo Nordisk and is under scrutiny by the FDA and DOJ. Despite the turmoil and a significant decline in stock price Antonio analyzes the situation as a long-term investor assigning probabilities to various outcomes. He highlights the broader industry shift towards patient-centric healthcare driven by declining diagnostic costs and AI advancements. This shift challenges the traditional top-down healthcare model"
YouTube Link 2026-02-10T16:44Z 24.2K followers, 13.2K engagements

"Picking Between Abcellera IREN and RocketLab Stocks. #stockmarket #stocks #investing #wealth Antonio talks about the possibility of creating a smaller portfolio for pure venture capital plays like Abcellera IREN and RocketLab and why that could be a good idea long term"
YouTube Link 2025-10-08T16:43Z 24.2K followers, [----] engagements

"Duolingo Stock is Like Netflix [--] Years Ago. Obtain lifetime access to my course: https://antonio-linares-s-school.teachable.com/p/goldmine There's a breed of companies that are going to see their earning power increase exponentially at a marginal cost in tandem with the progress of AI models. Duolingo is one of them together with Palantir Okta and Mongo DB. Duolingos math and music verticals are gaining traction after their launch in November [----] paving the way for a substantial increase of Duolingos operating leverage. As has been the case with Spotify deploying new verticals beyond"
YouTube Link 2025-03-18T18:16Z 24.2K followers, [----] engagements

""ASTS Matters More to Physical AI Than Nvidia (And Nobodys Watching) In this video Antonio Linares discusses the promising future of AST Space Mobile emphasizing its potential to revolutionize the physical AI market. He highlights the company's innovative use of software-defined satellites to provide personalized spectrum which could significantly enhance AI workloads like driverless cars and humanoid robots. With AST Space Mobile's strategic partnerships with mobile network operators and its efficient satellite manufacturing process the company is poised to generate substantial cash flow and"
YouTube Link 2025-12-17T10:52Z 24.2K followers, [----] engagements

"Will Microsoft Waste its $19B AI Investment The primary concern now with Microsoft is whether the exorbitant AI CapEx will make sense long term. In their latest quarterly report CapEx (including finance leases) came in at $19B which accounted for just over 29% of revenue in the quarter. In the call management explained that nearly all of CapEx was directed towards cloud and AI initiatives with half of the spend going to infrastructure and the other half going to both CPUs and GPUs. Management seems to be thinking about deploying this capital similar to that of Metas. Theyve been architecting"
YouTube Link 2024-10-25T11:06Z 24.2K followers, [---] engagements

"I think $HIMS Will Be a $2000 Stock by [----]. Obtain lifetime access to my Tech Stock Goldmine course: https://antonio-linares-s-school.teachable.com/p/goldmine Hims is a $40-60$ stock today. But I believe the stock is likely to be in the $1800-$2000 range by [----]. I believe that the fair value of Hims stock today is between $40 and $60 because a company growing revenue at this rate is fairly valued between eight and ten times sales. Hims currently trades at just below five times sales which is a moderate price for a company growing revenue at about the same pace as Palantir. However my view"
YouTube Link 2025-01-21T13:33Z 24.1K followers, 19.5K engagements

"Hims Stock Vs LifeMD Stock: In Depth Analysis. LifeMD is essentially like Hims except that it has a focus on insurance coverage and it lacks in-house personalised compounding capabilities. LifeMDs attention is currently split between making insurance coverage easier to access and between going the Hims way with LifeMDs proprietary compounding pharmacy on-track to launching by this summer. Although LifeMDs execution to date is commendable the graph below suggests that the market is far more welcoming of Himss exclusive focus on delivering better patient outcomes per dollar spent in absolute"
YouTube Link 2025-06-03T13:00Z 24.3K followers, [----] engagements

"RocketLab is Positioned for an Inflection Point. In this episode Antonio Linares reviews Rocket Lab's Q2 [----] earnings report highlighting the company's progress towards becoming a constellation provider. He discusses the potential of the Neutron platform which promises improved unit economics and operational efficiency. The conversation also delves into the long-term vision for Rocket Lab emphasizing the importance of the founder's leadership and the company's unique blueprint for success in the space industry"
YouTube Link 2025-10-08T16:36Z 24.2K followers, [----] engagements

""Michael Burry is WRONG About AI Stocks" In this episode of the investing podcast Antonio Linares discusses the current market turmoil highlighting the emotional reactions of retail investors compared to the strategic moves of institutional investors. He emphasizes the importance of understanding the fundamentals of stocks rather than succumbing to market emotions. Linares critiques the reliance on outdated financial models like discounted cash flow especially in the tech sector and underscores the role of AI as a driving force in the economy. He advocates for long-term investment in"
YouTube Link 2025-11-10T17:51Z 24.2K followers, [----] engagements

"Why I Bought $40K More Hims Stock. Hims management has demonstrated that they're laser focused on providing more value to the end customer no matter what. This makes me even more bullish on Hims than before the deal with Novo got scrapped"
YouTube Link 2025-06-25T16:38Z 24.1K followers, 17.7K engagements

"FINAL WARNING for Hims Investors: Something Big is Coming. Most investors get caught in the hypeand the panic. But what if one of the biggest opportunities in todays market is hidden in the chaos In this episode we decode how irrational sell-offs like the recent dip in Hims & Hers often signal heavy mispricing rather than fundamental failure. Youll discover why the current panic might be your biggest advantageif you understand the deeper dynamics at play. We break down Warren Buffetts perspective on volatility the importance of long-term investing in extraordinary companies and how market"
YouTube Link 2026-02-13T15:45Z 24.3K followers, [----] engagements

""Coinbase is the Next Blackrock" Obtain lifetime access to my Tech Stock Goldmine course: https://antonio-linares-s-school.teachable.com/p/goldmine Follow Satishan on Substack: https://alphamonk10.substack.com/s/portfolio Follow Satishan on X: https://x.com/AlphaMonk10"
YouTube Link 2025-06-30T10:34Z 24.2K followers, [----] engagements

"Hims and Duolingo Will Make Millionaires. Hims and Duolingo will likely increase their earning power in tandem with the evolution of AI scaling laws. I believe this will lead to a highly counterintuitive scenario in which both companies outperform considerably"
YouTube Link 2025-08-11T10:34Z 24.1K followers, [----] engagements

"Why I Picked Palantir Over UiPath. Antonio explains why he decided to pick Palantir over UiPath even though he thought it was likely that UiPath would end up becoming a competitor"
YouTube Link 2025-09-29T14:27Z 24.2K followers, [----] engagements

"Duolingo is Disrupting the $7.3T Education Market. Duolingo now seems to be positioned to meaningfully increase its operating leverage going forward. Generative AI is exponentially decreasing the cost of high performing content creation. And by high performing I mean content that drives incremental user engagement for Duolingo. In Q3 [----] Duolingo announced the launch of Lily an AI agent that Duolingo users will be able to converse with and practice any language. This feature will be able available in Duolingos highest priced tier called Duolingo Max. Lily promises to radically accelerate the"
YouTube Link 2024-11-27T11:29Z 24.2K followers, [----] engagements

"AMD FPGAs are Taking the Whole Market #amdstock #amd Ive been saying for years that AMDs FPGA technology was going to enable AMD to take a dominant share of the AI at the Edge market: for example check this post out. This week we saw IBM announce that they were able to run a quantum error-correcting algorithm on an AMD FPGA 10x faster than required. This stands a tremendous validation of the FPGA thesis because it shows that AMDs FPGAs have the ability to perform at latency levels far above what present AI workloads require. Also: [--]. By acquiring Xilinx in [----] AMD made it near impossible for"
YouTube Link 2025-10-27T14:35Z 24.1K followers, [----] engagements

"Iren is the Tesla of Datacenters in the Making. In this conversation Antonio Linares discusses Iren's Q4 earnings report drawing parallels to Tesla's success in the automotive industry. He highlights Iron's positive cash flow the growth potential of its AI business and the management's strategic decisions. The conversation also touches on the company's reliance on Bitcoin and the implications for its future. Overall Linares expresses a cautious optimism about Iron's trajectory and the broader opportunities in the market"
YouTube Link 2025-09-24T15:58Z 24.2K followers, 22.5K engagements

""This is Probably the Next 100X Stock" In this conversation Antonio Linares discusses the investment potential of HelloFresh highlighting its unique market position supply chain efficiency and the challenges it faces in customer retention and market perception. He emphasizes the company's potential for significant growth particularly if it can enhance customer value and streamline operations. The discussion also touches on the broader implications for the food industry and the potential for HelloFresh to disrupt traditional supermarkets"
YouTube Link 2025-10-15T17:09Z 24.2K followers, 11K engagements

"Palantir Today is Microsoft in [----] Microsofts success over the past few decades has been the result of dominating at the operating system level and then leveraging said dominance to build an ecosystem of solutions. The latter has not only enabled Microsoft to multiply its operating leverage but also fortify its moat at the operating system level. This dynamic with its up and downs along the way has seen Microsofts market capitalisation go from $777M at IPO to $3.21T to date - an incredible 4168X return. While the market is enthused with Palantirs rising operating margins and many discuss"
YouTube Link 2024-09-26T18:32Z 24.2K followers, [----] engagements

""AMD Will be Bigger than Nvidia." You can obtain lifetime access to my course (and all future versions) and community for just $329 instead of $399. Learn the framework behind my $AMD$PLTR picks and more. [--] coupons available. Use code AMD at checkout 👇 https://antonio-linares-s-school.teachable.com/p/goldmine -------------------------------------------------------------------------------------------------------- In this conversation Antonio Linares discusses the reality of AI and the increasing demand for compute power. He emphasizes the importance of understanding compute demand on a"
YouTube Link 2025-10-27T14:19Z 24K followers, 12.6K engagements

"Abcellera is the Palantir of Biotech To learn how to analyze companies on your own like I do check out my [--] Hour Deep Diver course which sells for just $199: https://antonio-linares-s-school.teachable.com/p/2-hour-deep-diver-by-antonio AMD deep dive: https://www.investmentideas.io/p/positioned-to-become Nvidia deep dive: https://www.investmentideas.io/p/nvidia-the-next-inflection-point Learn the basics about genomics: https://www.investmentideas.io/p/understanding-and-investing-in-the Learn about peptides and molecular mimicry: https://www.investmentideas.io/p/molecular-mimicry-and-long-covid"
YouTube Link 2024-03-31T19:00Z 24.2K followers, [----] engagements

"This Company is Meta's BIGGEST Competitor. Snapchat has been left for dead by the market. But their rapidly growing DAUs and paid subscription tier Snapchat+ suggest Snap may have a brighter future ahead than most investors think. When one hears the term Snapchat the knee jerk reaction is to think of a dying app. However ever since Snap stock declined 87%+ from the all time highs in late [----] Snap has continued growing its user base as depicted in the graph below. DAUs (daily active users) are up from 375M in Q4 [----] to 460M in Q1 [----] making Snap one of the worlds top social media networks."
YouTube Link 2025-07-13T15:23Z 24.2K followers, [----] engagements

"This Stock Will Make MILLIONAIRES. Over the past decade Wise has demonstrated an extraordinary ability to solve a growing volume of acute customer pains in a way thats increasingly harder to imitate. Said prowess is best summarised by the evolution of Wises free cash flow per share depicted below. Wise is making international payments easier faster and cheaper over time and has exponentiated its cross border volume while decreasing prices. In effect Wise is a near perfect application of the Costco Algorithm and has found a way to compound tremendous goodwill with 15M customers worldwide and"
YouTube Link 2025-07-22T17:23Z 24.1K followers, 17.3K engagements

""IREN RocketLab ASTS and Abcellera Are the New Teslas" In this conversation Antonio Linares discusses the operational blueprint that he believes will drive the next wave of American industry referred to as American Industry [---]. He highlights the success of companies like Tesla and AMD as prime examples of this blueprint which focuses on achieving the impossible and leveraging data to create value. Linares emphasizes the importance of economies of scale and the potential for significant returns on investment in a basket of innovative companies poised for growth"
YouTube Link 2025-10-21T13:30Z 24.2K followers, [----] engagements

"ASTS is an AI at the Edge Play. In this conversation Antonio Linares discusses the potential of ASTS as a leading player in the AI at the edge space emphasizing its innovative spectrum technology and the company's growth trajectory. He explores the implications of their satellite technology the importance of gateway bookings and the financial health of emerging companies in the sector. Linares also shares insights on investment strategies highlighting the significance of process power in evaluating early-stage companies"
YouTube Link 2025-10-13T18:27Z 24.2K followers, [----] engagements

"Palantir is a $20T Company in the Making. Early Palantir Investor Explains. You can obtain lifetime access to my course (and all future versions) and community for just $329 instead of $399. Learn the framework behind my $AMD$PLTR picks and more. There's now only 15/40 coupons left. Use code AMD at checkout 👇 https://antonio-linares-s-school.teachable.com/p/goldmine --------------------------------------------------------------------- In this conversation Antonio Linares discusses the intricacies of market predictions emphasizing the importance of logic over popular opinion. He challenges"
YouTube Link 2025-10-29T16:05Z 24.2K followers, 10.6K engagements

"Hims is Like Amazon [--] Years Ago. I just made available [--] coupons to obtain lifetime access to my course and Slack community (with over [---] deep divers that have taken the course) for just $299 instead of $350. This course will enable you to master the mental framework I use to analyse and pick tech stocks and build conviction. Your purchase also gets you lifetime access to my Slack community in which you will meet more than [---] deep divers that have taken the course already. Use code PLTR at check out: https://antonio-linares-s-school.teachable.com/p/goldmine"
YouTube Link 2025-08-27T15:52Z 24.2K followers, [----] engagements

"Duolingo Stock Has 100X Potential. From Here"
YouTube Link 2025-05-02T17:51Z 24.2K followers, [----] engagements

""Amazon Palantir and Duolingo Stock Will Make MILLIONAIRES" "As Amazons free cash flow (per share) continues to trend down with CapEx going up one single datapoint caught my eye in the Q3 [----] earnings call. Amazon customers are 60% more likely to buy something when using Rufus. As AI models continue to double their capacity every [--] months (paraphrasing CEO Satya Nadella from some quarters ago) how much incremental conversion may we see As I pointed out in yesterdays video when something doubles every [--] months it actually only takes it [---] years to increase by 100X (two orders of magnitude)."
YouTube Link 2025-10-31T16:14Z 24.2K followers, [----] engagements

"AMD is the Next Trillion $ (AI) Giant #stockmarket #stocks #technology Antonio explains how AMD's platform is so uniquely suited to combine serialised and parallelised compute and how this sets AMD up to become an exponentially bigger company"
YouTube Link 2025-10-09T13:30Z 24.1K followers, [----] engagements

""IREN Tesla RocketLab and ASTS Will Make Millionaires" 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 as leaders in their respective fields. The discussion also touches on the importance of understanding new business models and the implications for future investments in technology and infrastructure"
YouTube Link 2025-09-30T13:57Z 24.2K followers, 16.4K engagements

"AMD Lisa is the Best Non-Founder CEO The AI Bubble Hims Is the Future of Healthcare w/ Thomas ACCESS ANTONIO'S COURSE AND COMMUNITY: https://antonio-linares-s-school.teachable.com/p/goldmine --- In this podcast episode Antonio Linares and Thomas delve into the evolving landscape of AI and semiconductor industries focusing on AMD's potential to dominate the inference market due to its modular chiplet infrastructure. They discuss the broader AI ecosystem highlighting the importance of flexibility in GPUs and the potential for AMD to surpass Nvidia in the coming years. The conversation also"
YouTube Link 2026-01-24T13:40Z 24.1K followers, [----] engagements

"Duolingo Ruined My Reputation. In this video Antonio Linares delves into his investment strategy focusing on Duolingo and its potential for growth despite recent stock declines. He draws comparisons with Spotify highlighting how both companies leverage AI and rapid iteration to drive long-term value creation. Antonio emphasizes the significance of free cash flow per share as a key metric illustrating how Duolingo's adoption of technologies like ChatGPT is expected to enhance its financial performance. He also reflects on market trends likening Duolingo's current position to past opportunities"
YouTube Link 2025-11-12T10:55Z 24.2K followers, [----] engagements

"Palantir is a $20T Company in the Making As Palantir continues to productize its offerings and create verticalized operating systems it stands to evolve into a network of digital twins. This is the path to a valuation orders of magnitude higher than at present"
YouTube Link 2025-04-15T13:27Z 24.3K followers, 13.2K engagements

"Duolingos Revenge: The 70%+ Collapse That Wont Age Well. 8/15 spots left to obtain lifetime access to my course (and all future versions) and my community (with [---] MAUs and [--] DAUs) for just $329 instead of $399. The price will continue to go up as I iterate the course. Use code AMD at checkout 👇 https://antonio-linares-s-school.teachable.com/p/goldmine ------------------------------------------------ In this podcast episode Antonio Linares discusses the potential of Duolingo as a long-term investment drawing parallels with Netflix's past stock price decline and subsequent recovery. He"
YouTube Link 2025-11-25T16:20Z 24.2K followers, [----] engagements

"Dan Ives: Whats Coming Next in AI Will Shock Everyone In this episode of the investing podcast Antonio Linares discusses the current state of the AI industry and its impact on the market. He highlights Dan Ives' comments on CNBC emphasizing that the AI sector is just beginning to flourish with fundamentals improving rapidly. Antonio explains how increased computing power is translating into more intelligence and value for customers drawing comparisons to past tech bubbles. He uses examples from companies like Amazon Microsoft and Nvidia to illustrate how AI is driving a productivity boom and"
YouTube Link 2025-11-21T11:46Z 24.2K followers, [----] engagements

"Is HelloFresh a 20-30X Opportunity At present HelloFresh trades at just over [----] times sales as if it were nearing bankruptcy. On the contrary HelloFresh has demonstrated exceptional process power to date. It operates one of the most complex supply chains on Earth implying world class organizational capabilities in logistics marketing data analytics and user interface design. It is exceptionally rare to see a company operating at such a high level and constantly improving all four domains. The complicated nature of the business masks these organizational properties. The striking discrepancy"
YouTube Link 2024-07-30T14:47Z 24K followers, [----] engagements

"The Market is Wrong About Hims (Again) Access Antonio's course and community: https://antonio-linares-s-school.teachable.com/p/goldmine --------------------------------------------------------- In this podcast episode Antonio Linares discusses the potential of Hims a company he believes is on the brink of a significant value creation event similar to Palantir. He argues that the market's current perception of Hims is misguided focusing too narrowly on its individual verticals like erectile dysfunction and hair loss rather than its broader strategy of building a comprehensive healthcare"
YouTube Link 2026-02-05T13:09Z 24.2K followers, [----] engagements

"How I Invested in Palantir AMD and Tesla Early You can learn the mental framework behind my $PLTR $AMD and other successful picks by taking my course. Also how to avoid my mistakes. [--] spots available to obtain lifetime access to my course (all future versions) and community (600+ members) for just $329 instead of $399. Use code PLTR at checkout👇 https://antonio-linares-s-school.teachable.com/p/goldmine --------------------------------------------- In this episode Antonio Linares delves into the art of investing in tech stocks sharing insights on how to make millions by understanding a"
YouTube Link 2026-01-28T15:48Z 24.1K followers, [----] engagements

"AST Spacemobile Has No Competition. Obtain lifetime access to my course: https://antonio-linares-s-school.teachable.com/p/goldmine AST is building a network that will likely print billions of free cash flow practically overnight. AST has no competition at present and is paving the way for an exponential increase in its free cash flow per share. As I will detail later ASTs satellites are unique because they can provide direct-to-cellphone broadband connectivity to space eliminating the need for specialized satellite phones (unlike Starlink). No other space company on Earth is remotely close to"
YouTube Link 2025-03-25T14:24Z 24.2K followers, [----] engagements

""Value Investors Will Stay Poor": Why They're Wrong About AI Stocks. Palantir is accelerating as it gets bigger as I anticipated with my 100X call. This is a counterintuitive time in humanitys history because weve stumbled upon a technology that emulates our minds in ways that are not natural to us. Its not natural to think that I stock that went up over ten-fold by December [----] could go up another a hundred fold. But as I anticipated Palantir continues to find ways to minimise time to value and maximise value delivered per dollar spent on behalf of customers in tandem with the evolution of"
YouTube Link 2025-11-07T12:45Z 24.2K followers, [----] engagements

"Buying IREN RocketLab ASTS and Abcellera. Antonio explains why he's increasingly bullish on this basket on companies and how he would go about betting on them. Since these are venture capital plays in the stock market Antonio tends to prefer buying the entire basket rather than picking any one of them in isolation"
YouTube Link 2025-10-21T13:30Z 24.2K followers, [----] engagements

""Abcellera is the Palantir of Biotech in the Making" In this conversation Antonio Linares discusses the potential of Abcellera a biotech company focusing on its innovative drug development strategies and the importance of receptor specificity in clinical success. He explores the implications of their research on autoimmunity and the role of T cells while also considering the integration of AI in future medical advancements. The conversation highlights how the company's near term developments are positioning it to go through an inflection point and the risks associated with investing in such a"
YouTube Link 2025-10-01T15:12Z 24.2K followers, [----] engagements

"I Was Wrong About UiPath. In this episode Antonio Linares reviews UiPath's Q2 fiscal year [----] earnings report reflecting on his previous assessment of the company and the emergence of key man risk with CEO Daniel Dines. He discusses the implications of management focus on company performance the challenges faced by UiPath and the potential for future growth despite recent setbacks. The conversation emphasizes the importance of strong leadership and the unique advantages of American innovation in the tech industry"
YouTube Link 2025-09-29T14:53Z 24.2K followers, [----] engagements

"ASTS is Near an Inflection Point #stocks #astspacemobile #stockmarket Antonio explains how ASTS is now positioned to become a solvent business over the next year or two if the current level of execution continues"
YouTube Link 2025-10-13T18:47Z 24.2K followers, [----] engagements

"Palantir and Tesla are Redefining the American Economy. Obtain lifetime access to me Tech Stock Goldmine course: https://antonio-linares-s-school.teachable.com/p/goldmine Many believe my long-term outlook on both Palantir and Tesla to be overly optimistic. I believe Palantir has 100X potentialfrom current pricesand that Tesla is going to be worth tens of trillions of dollars. Meaning I expect their combined market caps will be worth more than the US GDP today which is just over $27T because theyre building platforms that will redefine and exponentially enlarge the global economy"
YouTube Link 2024-12-17T14:56Z 24.2K followers, [----] engagements

"Betting My Entire Net Worth On Palantir AMD Hims Duolingo Tesla And. In this video Antonio Linares discusses the volatility of the stock market in [----] focusing on his concentrated portfolio of six stocks: Palantir Spotify Tesla AMD Hims and Duolingo. He highlights the unpredictable nature of stock prices and the importance of focusing on fundamentals particularly in a rapidly evolving world driven by AI and social media. Antonio introduces his ALC framework emphasizing the significance of investing in companies that can handle uncertainty and increase free cash flow per share. He also"
YouTube Link 2026-01-07T16:48Z 24.2K followers, 12K engagements

"Millionaire Investor's Best Investment Idea of 2024-2025. Obtain lifetime access to my course: https://antonio-linares-s-school.teachable.com/p/goldmine Only 39/50 coupons available to gain access for just $250 instead of $350 (the price goes up in 48H). Use code PLTR at checkout. Follow Eric on X: https://x.com/EricSanta98 Wise has meaningful odds of taking the entire $190T international payments market and then evolving into one of the planets largest asset managers. At an $11B market and trading at just over [--] times sales Wise is a serious contender for a spot in my portfolio. The most"
YouTube Link 2025-01-30T14:53Z 24.2K followers, [----] engagements

"Duolingo Today is Like Amazon [--] Years Ago. In the abstract Duolingos business is about producing content and tweaking it to optimise user lifetime value. This is true all the way from the content they produce to acquire new customers (such as the recent market campaign in which Duolingos owl faked his own death) to the content they produce to engage users across tiers. AI fundamentally permeates this stack and makes its iteration exponentially more efficient. As time goes by the stack generates additional data which then speeds up the iteration even further. For instance improving Duolingos"
YouTube Link 2025-07-09T17:38Z 24.2K followers, 10.9K engagements

"Tesla IS The Physical Internet In this video Antonio Linares discusses the future prospects of Tesla emphasizing its potential to become a $20 trillion company. He highlights Tesla's advancements in manufacturing efficiency which have positioned the company to produce autonomous vehicles and humanoid robots at scale. This efficiency is expected to drive significant growth in Tesla's cash flow and stock value. Antonio explains how Tesla's focus on manufacturing AI and energy is creating a platform that could redefine the economy by automating manual tasks and enabling new forms of creativity."
YouTube Link 2026-02-02T14:52Z 24.1K followers, [----] engagements

"Duolingo is Dead. Most investors are stuck chasing short-term price movements missing the real secret to consistent wealth in stocks. In this episode contrarian investor Antonio Linares reveals how long-term fundamentals and a focus on value creation unlock extraordinary returns even when the market seems stagnant. Discover the overlooked signals that turned Spotify into a 500% winner and learn why patience with exceptional companies is the ultimate wealth strategy. Antonio explains how Spotifys vertical expansion and AI-driven innovation are transforming its future. You'll uncover frameworks"
YouTube Link 2026-02-11T16:58Z 24.3K followers, [----] engagements

"Chegg is Turning Around: Early Palantir Investor Explains. ChatGPT has disrupted Cheggs business by reducing the willingness of customers to pay and becoming top of funnel. Customers just arent so keen to pay when they have a free study copilot. Before ChatGPTs arrival Chegg spent over a decade building an SEO (search engine optimization) traffic moat by indexing expert content. Now that moat is being eroded as students ask LLMs (large language models) questions instead of using traditional search. As of Q3 [----] Google is answering student questions in-situ featuring Cheggs links below said"
YouTube Link 2024-12-06T22:46Z 24.3K followers, [----] engagements

"Selling Palantir And Going ALL IN on IREN Antonio explores the idea of selling his Palantir stake and putting it all into IREN"
YouTube Link 2025-09-30T13:44Z 24.3K followers, 51.5K engagements

"We Have to Talk About Palantir Very Seriously. And is Duolingo A Mistake In this podcast episode Antonio Linares delves into the investment potential of Palantir emphasizing its unique position as a "singularity scaler." He explains how Palantir's ability to handle vast amounts of data without increasing costs allows it to solve complex customer problems efficiently leading to exponential financial growth. Antonio highlights the company's strategic advantage in AI and data which enables it to maintain a competitive edge. He discusses the concept of "data flywheels" where Palantir's digital"
YouTube Link 2026-02-03T18:09Z 24.3K followers, [----] engagements

"Hims is Moving Towards a "Palantir Moment." Hims is moving towards an event-horizon in which there is no boundary between healthcare verticals. Once Hims perfectly understands what is happening in your body at the molecular level (via testing) and is thus able to insert molecules of specific shapes to prevent illness there are no healthcare specialties. There is only enhanced longevity per dollar spent on behalf of customers as Hims continues to deploy more capital. In the graph below you can see how both cash from operations (blue line right axis) and free cash flow per share (purple line"
YouTube Link 2025-11-04T15:50Z 24.3K followers, [----] engagements

"Going All In On Palantir Hims and Duolingo w/Christian Darnton Follow Christian on Youtube: https://www.youtube.com/@ChristianDarnton1 Follow Christian on X: https://x.com/CMDarnton0 -------------------------------------------------- Most investors overlook a counterintuitive truth: hyper-growth companies often become opportunities precisely when their stock prices plunge. Christian Darnton reveals how understanding the core organizational traits of companies like Duolingo and Palantir can unlock explosive long-term wealtheven amid short-term chaos. If you think short-term market noise"
YouTube Link 2026-02-09T10:36Z 24.3K followers, [----] engagements

"AST Spacemobile is About to Explode ASTS remains well positioned to print billions in free cash flow practically overnight as they continue advancing towards towards the full deployment of their satellite constellation. ASTSs phased array technology enables them to beam broadband to smartphones directly without modifying them. Coupled with ASTSs extraordinary organisational properties I believe the technology is hard enough to replicate for them to take the whole D2D (direct-to-device) market. ASTS is effectively a venture capital play in the public markets like Hims. Similarly the"
YouTube Link 2025-05-20T14:04Z 24.3K followers, 19.7K engagements

"Abcellera is Evolving Into the Palantir of BIOTECH. As Abcellera advances ABCL575 to the clinic Abcellera is increasingly positioned to treat many such chronic conditions. And naturally the end applications of regulating T cells go way beyond dermatitis and alopecia with potential applications in acute viral and bacterial infections cancers and auto-immune conditions (which in my experience also fundamentally stem from low-level viral and bacterial infections). Once/if ABCL575 makes it through clinical trials Abcellera will likely get more efficient at leveraging the OX-40 pathway to solve"
YouTube Link 2025-06-10T16:18Z 24.3K followers, 13.7K engagements

"Chegg Is (Maybe) Turning Around. Chegg continues to display signs of a potential turnaround. Namely their retention rate is up considerably since Q2 [----] potentially suggesting newfound relevance in the marketplace. Cheggs traffic continues to plummet and is now down 49% YoY as a result of Google answering student questions in situ instead of redirecting traffic to Chegg. This disruption at the top of the funnel is the main driver of Cheggs quickly worsening financials. Revenue declined 24% YoY in Q4 [----] coming in at $143.5M. As you can see in the graph below net income (blue line) and cash"
YouTube Link 2025-02-28T11:22Z 24.3K followers, [----] engagements

"Selling My Palantir Position for IREN [---] students have taken my course to date. V2.4 is the product of all their feedback. Theres [--] coupons available to obtain lifetime access to my course (and all future versions) and community (with 580+ deep divers thatve taken the course) for just $329 instead of $399. Use code PLTR at checkout: https://antonio-linares-s-school.teachable.com/p/goldmine -------------------------------------------------------------------------------- In this video Antonio Linares discusses his bullish outlook on IREN a company he believes is poised for significant growth"
YouTube Link 2025-12-22T16:31Z 24.3K followers, 12.7K engagements

"Will Abcellera Cure Cancer A year ago I had dinner with a Car-T therapy expert and he explained how the side effects were intolerable in many cases. These side effects stem in part from cytokine storms whereby the T cells in question release too many cytokines thus damaging patient tissue via excessive inflammation. At the time this doctor was enthused with Car-T therapies but saw no way around the excessive cytokine release. In Q1 [----] I was fascinated to see that Abcellera had reproducibly generated TCEs (t-cell engagers) with low cytokine release thus outperforming Car-T in vitro. In the"
YouTube Link 2024-10-23T10:41Z 24.3K followers, [----] engagements

"Abcellera is Evolving into the Palantir of Biotech. If the current clinical trials succeed it'll position Abcellera to address massive end markets at a marginal cost. That would then enable Abcellera to reinvest cash and makes its platform better potentially becoming a foundational platform for the emerging biotech industry"
YouTube Link 2025-10-01T15:21Z 24.3K followers, [----] engagements

""This Crash Will Make Millionaires": MUST WATCH for Hims and Duolingo Shareholders. Access my free [--] minute masterclass: https://investment-ideas-by-antonio.kit.com/masterclass In this episode of the investing podcast Antonio Linares discusses the potential of companies like Hims and Duolingo as long-term wealth creation opportunities despite their recent stock price declines. He emphasizes the importance of focusing on free cash flow per share over the long term rather than short-term price fluctuations. Antonio explains how market volatility amplified by social media and retail investors"
YouTube Link 2025-11-14T14:30Z 24.3K followers, [----] engagements

"Hims Is About to Trigger the Biggest Healthcare Shift in [---] Years Access my free [--] minute masterclass: https://investment-ideas-by-antonio.kit.com/masterclassbyantonio ------------------------------------------------------------------------------------------ In this video Antonio Linares passionately argues for a bullish thesis on the future of healthcare emphasizing the transformative potential of precision medicine and real-time biomarkers. He envisions a shift from symptom-focused treatments to a proactive health optimization model driven by advancements in peptide technology and data"
YouTube Link 2025-12-15T17:01Z 24.3K followers, [----] engagements

"Not Buying IREN Was a Mistake. [--] things were evident to me after IREN's last earnings report: [--]. The world is headed towards a power/resource glut. [--]. IREN has the ability to convert capital into datacenters. [--]. Few other companies if any have this ability. IREN was thus a mistake of omission for me"
YouTube Link 2025-11-03T13:56Z 24.3K followers, [----] engagements

"Lemonade Could Be the Next Palantir. In this episode Antonio Linares reviews Lemonade's Q2 [----] earnings report highlighting the company's impressive execution and improving fundamentals. He discusses the role of AI in underwriting management's confidence in financial signals and the importance of innovation and customer-centric strategies. The conversation also touches on the potential for increased free cash flow and the value of using AI tools for financial analysis. Management is executing well and fundamentals are improving. Lemonade is tracking towards becoming a singularity scaler. The"
YouTube Link 2025-09-18T16:26Z 24.3K followers, [----] engagements

"AIP Will Take Palantir to $500/Share. AIPs evolution is likely to increase Palantirs operating margin way beyond expectations in the near future driving the stock up meaningfully over the coming five years. Much of the discussion about Palantir revolves around the stock price but a deep dive into the evolution of Palantirs AIP (Artificial Intelligence Platform) suggests the controversy is futile. By enabling the encapsulation of higher order patterns Palantir can currently reduce any third party software product to a few lines of code. AIP is now to code development what AWS has been to"
YouTube Link 2025-01-17T11:06Z 24.3K followers, [----] engagements

"Okta is Like Palantir [--] Years Ago. Obtain lifetime access to me Tech Stock Goldmine course: https://antonio-linares-s-school.teachable.com/p/goldmine The proliferation of AI agents will likely unlock exponential growth for Okta. Okta is positioned to become a foundational platform of the AI economy. Okta is a potential instance of the Nvidia Algorithm whereby a sudden technological shift has non-zero odds of exponentiating the companys earning power. Okta has been focused on identity management for [--] years and now that AI agents are set to multiply the workforce Oktas revenue per customer"
YouTube Link 2024-12-14T10:36Z 24.3K followers, 15.2K engagements

"Oscar Health Stock Has 20X Upside If Policy Aligns Two things are true: Oscar Health likely has a notable ability to deliver more value to customers per dollar spent as evidenced by the rapid user growth seen over the last year. Its taken Oscar Health [--] years to gain its first million members and just [--] months to add its second million subscribers. The company trades at [---] times sales because investors are concerned congress wont renew the enhanced ACA (Affordable Care Act) premium tax credits at the end of [----]. But Republicans currently control both chambers of Congress and 64% of Oscars"
YouTube Link 2025-06-18T18:21Z 24.3K followers, 18.2K engagements

""HIMS Stock Is Dirt Cheap And Could Trigger a [----] Mega-Rally" Access my free masterclass: https://investment-ideas-by-antonio.kit.com/masterclassbyantonio ------------------------------------------------------------------------------------ In this video Antonio Linares discusses the investment potential of Hims a company he believes is undervalued despite recent challenges in the tech and growth stock sectors. He argues that Hims is more than just a healthcare provider; it's a platform offering longevity as a service with a focus on precision medicine and personalized AI-driven healthcare"
YouTube Link 2025-11-24T17:20Z 24.3K followers, [----] engagements

"Something Big is Happening At This Company. In this episode of the world's best investing podcast Antonio Linares delves into the potential of Kraken Robotics a company poised to revolutionize ocean exploration through its innovative technologies. While space exploration garners much attention Antonio argues that the ocean largely unexplored holds immense potential for industries like defense logistics and tourism. Kraken Robotics aims to create the first ocean digital twin providing exhaustive mapping and understanding of the ocean's depths. The company is likened to Tesla in its approach"
YouTube Link 2026-01-20T15:53Z 24.3K followers, [----] engagements

"AMD Just Did the Unthinkable (Watch this BEFORE Tuesday) In this episode of the investing podcast Antonio Linares discusses the significant strides AMD has made in the GPU data center market capturing a notable share from Nvidia. He highlights AMD's strategic advantage in chiplet technology which has been a decade-long investment allowing them to add more memory on chip and reduce latency crucial for AI model training and inference. Antonio emphasizes the importance of AMD's acquisition of Xilinx a leader in FPGA technology which positions AMD to excel in AI at the edge by enabling efficient"
YouTube Link 2026-02-16T12:43Z 24.3K followers, [----] engagements

"Hims and Duolingo are Trillion Dollar Companies in the Making"
YouTube Link 2025-12-31T19:02Z 24.3K followers, [----] engagements

"Final Warning: The Market is Wrong About AMD (Again) In this episode of the investing podcast Antonio Linares delves into the current state and future prospects of AMD highlighting the company's strategic advantages and market positioning. He discusses the market's misunderstanding of AMD's potential especially in comparison to Nvidia and emphasizes AMD's unique chiplet architecture and FPGA technology as key differentiators. Antonio explains how AMD's free cash flow per share is rising driven by its architectural advantages and predicts a decade of accelerated growth. He also explores the"
YouTube Link 2026-02-04T14:57Z 24.3K followers, [----] engagements

"FINAL Warning for Hims Shareholders. Understand this NOW. In this conversation Antonio Linares discusses the current state and future potential of Hims a healthcare company focused on hormone replacement therapy and other innovative treatments. He emphasizes the company's strong fundamentals the potential for a short squeeze and the transformative role of AI in healthcare. Linares also shares his long-term investment strategy projecting significant growth for Hims in the coming years"
YouTube Link 2025-10-16T14:43Z 24.3K followers, [----] engagements

"The Infinite AI Money Glitch Tesla and IREN Are Building Antonio explains the blueprint he's seeing companies use to create Infinite AI Money Glitches"
YouTube Link 2025-09-30T13:41Z 24.3K followers, [----] engagements

"IREN is Like Tesla for Datacenters If AI scaling laws persist the world is going to see an outsized energy shortage with energy consumption rising exponentially over the decades to come. I believe IREN is building a flywheel akin to Teslas but tailored said energy requirements. On a first principles basis Teslas rapidly rising cash from operations over the past decade can be attributed to its ability to franchise manufacturing sites. Once they ramped up their manufacturing efficiency to bring the Model [--] to live (after going through production hell) leveraging that blueprint to bring more"
YouTube Link 2025-07-02T16:04Z 24.3K followers, 19.3K engagements

""We've Been in a Bear Market for The Past [--] Years." In this video Antonio Linares discusses the current state of the market suggesting that we are in a bear market despite significant productivity gains and advancements in AI capabilities. He highlights the inverted relationship between Nvidia and Costco's forward price-to-earnings ratios emphasizing how AI-driven companies like Nvidia are growing rapidly. Antonio also examines companies like Duolingo and Snapchat noting their strong fundamentals and potential for growth despite market pessimism. He introduces the "Costco algorithm" as a"
YouTube Link 2025-11-11T13:29Z 24.3K followers, [----] engagements

"Hims and Palantir are Still Cheap: Millionaire Investor Explains. Obtain lifetime access to Antonio's course: https://antonio-linares-s-school.teachable.com/p/goldmine In the age of parabolic inflections selling a winner early is the most costly mistake shunting investors onto the fast-track to underperformance. Hims and Palantir are excellent examples. Success in the stock market is counterintuitive in that it repeatedly requires investors to act against their emotions in order to succeed. We all know that we should be buying stocks when no one wants them but in practice this is nearly"
YouTube Link 2025-02-18T11:27Z 18.8K followers, [----] engagements

"Duolingo is a Singularity Scaler. I believe Duolingo's earning power will rise in tandem with the capability of AI models at a marginal cost"
YouTube Link 2025-09-17T11:13Z 19.2K followers, [----] engagements

"Why Tesla is Actually an AI and Energy Company This quarter I see compelling quantitative signs of Tesla evolving into an AI and energy company. Tesla makes most of its money selling cars but in-depth and qualitative analysis is no longer required to see a company evolving into something much bigger. Here are the three key data points from Q1 2024: [--]. Real world AI is here at scale: FSD (Full Self-Driving) V12 has been pushed to more than 1.8M cars on the road with over 50% usage and growing according to management. In the words of Elon Musk FSD V12 is pure AI-based self-driving. [--]. Teslas"
YouTube Link 2024-06-25T19:55Z [----] followers, [---] engagements

"Hims Stock is About to Explode. Hims just closed a deal with Novo to distribute Novo's Wegovy on Hims' platform. This is the start of a much bigger trend in which Hims becomes the go-to distributor of Big Pharma companies for the 21st century consumer"
YouTube Link 2025-04-29T19:41Z 18.3K followers, 10.9K engagements

"MongoDB is the Nvidia of AI Databases Mongos database schema has an edge in AI applications. As more AI apps come to the market Mongo stands to benefit considerably. Mongo DB seems to have a database architecture thats uniquely suited to the requirements of AI apps. This means that if AI takes off Mongo DB has a considerable runway ahead from its $1.96B revenue run rate in the twelve trailing months. Mongos competitive advantage is the flexibility of its schema which is considerably higher than SQL-based databases. AI applications require complex and rich data structures together with lots of"
YouTube Link 2024-12-20T15:37Z 18.7K followers, [----] engagements

"IonQ Duolingo and AAVE Deep Dives with Kai Lorenzo and Francisco. Obtain lifetime access to my Tech Stock Goldmine course: https://antonio-linares-s-school.teachable.com/p/goldmine Join Kai Lorenzo Francisco and I as we explore IonQ Duolingo and AAVE together. Follow Kai on X: https://x.com/kaitimmerman Follow Lorenzo on Substack: https://www.lorenzo2cents.com/ Follow Lorenzo on X: https://x.com/BastianelliLore Follow Francisco on LinkedIn: https://www.linkedin.com/in/franciscocuadrosponce-analyst/"
YouTube Link 2025-01-25T14:26Z 10.7K followers, [----] engagements

"Palantir Will Be Bigger Than Tesla Early Tesla Investor Explains The way the world is shaping up I believe Palantir has meaningful odds of surpassing Tesla in terms of market capitalization over the next ten years. Which ends up bigger is fairly irrelevant to my portfolio if what I explain in the remainder of this deep dive ends up closely reflecting reality; in such a scenario both my Palantir and Tesla positions would yield notable returns over the next decade"
YouTube Link 2024-09-24T08:53Z [----] followers, [----] engagements

"Tesla is Just Getting Started. Access my Tesla Q1 [----] earnings digest for free: https://www.investmentideas.io/p/is-tesla-done ------------------------------------------------------------------------------ My portfolio has outperformed everyone on this platform because my mental framework is unique and it works. $PLTR and $SPOT alone have returned my entire portfolio twice. You can learn the mental framework behind these picks in my course. Ive made available [--] coupons to obtain lifetime access to my course for just $299 instead of $350. THERE ARE ONLY [--] LEFT NOW. The course has been taken"
YouTube Link 2025-04-24T19:29Z 12.6K followers, [----] engagements

"Palantirs TRILLION $ Transformation is ACCELERATING. AI FDEs are the next AIP Bootcamp moment. Obtain lifetime access to Antonios course: https://antonio-linares-s-school.teachable.com/p/goldmine"
YouTube Link 2025-04-19T20:02Z 12.2K followers, [----] engagements

"The AI ReVolution is Just Getting Started. Antonio explains how reasoning by analogy is currently the biggest risk for investors"
YouTube Link 2025-10-06T17:01Z 20.8K followers, [----] engagements

"AMD and Palantir are About to Explode. The Nvidia Q4 [----] earnings report gave me additional clarity on two things: the continuity of the AI bull market and AMDs competitive advantage. Starting with the former Jensen explained that we now have two additional scaling laws which are driving a 100X increase in the demand for compute. These are the post-training and reasoning scaling laws: the former consists in improving models over time after theyve been deployed and the latter is about getting models to think deeply versus just perform one-shot inferences. These two new scaling laws are very"
YouTube Link 2025-03-04T16:17Z 10.4K followers, 10.1K engagements

"A Deep Dive on Meta Stock This is a re-deep-dive of my original Meta deep dive written in late November [----] in which I explain how Meta was a highly asymmetric opportunity at the time. The stock is up 366% since. This deep dive focuses on whats next for the company Despite the initial criticism Reels is now Metas growth engine. The infrastructure Meta has built to power Reels is the foundation for Metas next frontier which is artificial intelligence as a service"
YouTube Link 2024-07-09T14:19Z [----] followers, [---] engagements

"This is How Stock Market MILLIONAIRES Are Made. You have to buy low and sell high. Not the other way around"
YouTube Link 2025-04-04T10:40Z 11.1K followers, [----] engagements

"Are We In an AI Bubble Early Tesla Investor Explains. Antonio explains why it's more important than ever now to be focused on value creation processes and not on narratives"
YouTube Link 2025-10-07T19:36Z 21.6K followers, [----] engagements

"Hims and Palantir Will Make Millionaires. My portfolio has outperformed everyone on this platform because my mental framework is unique and it works. $PLTR and $SPOT alone have returned my entire portfolio twice. You can learn the mental framework behind these picks in my course. Ive made available [--] coupons to obtain lifetime access to my course for just $299 instead of $350. The course has been taken by over [---] happy students and buying it gives you FREE access to my Slack community with over [---] international investors that have taken my course already. Use code PLTR at checkout 👇"
YouTube Link 2025-04-23T16:22Z 16.7K followers, 10.7K engagements

"Something VERY Big Is Coming For AMD #stockmarket #stocks #amd Antonio explains how AMD's chiplet platform enables them to take on new workloads as they emerge and deliver a total cost of ownership that other competitors simply can't match"
YouTube Link 2025-10-09T13:30Z 21.2K followers, [----] engagements

"This Stock Is Like Amazon Stock in [----]. Access Antonio's Spotify Q1 [----] ER digest for free: https://antoniolinares.substack.com/p/spotifys-cash-flow-continues-to-soar Obtain lifetime access to Antonio's course: https://antonio-linares-s-school.teachable.com/p/goldmine"
YouTube Link 2025-04-30T17:24Z 17.7K followers, [----] engagements

"AMD Nvidia and Palantir Will Make MILLIONAIRES. Obtain lifetime access to my course: https://antonio-linares-s-school.teachable.com/p/goldmine Singularity Scalers like Palantir promise to deliver exponential returns to shareholders over the long term. This will likely also drive great returns for Nvidia and AMD shareholders. Theres a breed of companies that are positioned to grow their earning power exponentially and at a marginal cost in tandem with the evolution of AI models. These companies have proprietary datasets which enable them to create AI models that others cant. The value created"
YouTube Link 2025-03-20T15:37Z 11.5K followers, [----] engagements

"AMD is the Next AI Giant: Early Palantir Investor Explains. AMD has presented itself as Intels nemesis by investing in and leveraging its chiplet platform to collaborate with customers more closely and iterate its products faster. The fact that Intel has retained more market share in CPU and PC segments is actually good news for AMD investors. With better products both at present and in the pipeline AMD stands to capitalize on both expanding demand and stealing market share. Importantly however AMD had designed highly competitive CPU engines years before gaining traction in the marketplace."
YouTube Link 2024-11-01T20:00Z 17.2K followers, 29K engagements

"AMD's Product Roadmap is Misunderstood. The market is looking at AI as if it were only about selling GPUs. But all of AMDs business segments are effectively distribution channels via which it can repackage and sell its core AI tech. I believe this distribution advantage will pay off in the years to come by yielding better unit economics for AMD than otherwise. AI wont be confined to GPUs; itll be absorbed into all computation platforms over the next decade. All the way from smartphones to desktop computers and laptops cars and fridges. Expertise in chiplets uniquely positions AMD to connect"
YouTube Link 2024-02-19T11:53Z [----] followers, [---] engagements

"Becoming a Stock Market Millionaire. Obtain lifetime access to my course: https://antonio-linares-s-school.teachable.com/p/goldmine The mental model that has made me millions of dollars and I expect will make me hundreds of millions of $ going forward. As you can see in the graph below Spotifys free cash flow per share continues to grow exponentially. As a result the stock is now up over 500% since I initiated a significant position. For many this is a shocking development because just a few years ago the consensus was that Spotify was a bad business. However the mental model that I used to"
YouTube Link 2025-03-07T17:27Z 10.4K followers, [----] engagements

"The Next Few Days Will Make MILLIONAIRES. Wealth is a function of who you become. And crises are tremendous opportunity for personal growth and by extension to get wealthier. Obtain lifetime access to Antonio's course: https://antonio-linares-s-school.teachable.com/p/goldmine"
YouTube Link 2025-04-07T13:42Z 11.3K followers, [----] engagements

"The #1 Secret Stock Market Millionaires Wish They Knew Sooner Netflix provides investors with one of the more valuable lessons in recent memory. Namely that companies obsessed with iteration optimization and the end customer tends to yield excellent long term returns; and further that despite bouts of fundamental underperformance and resulting pessimism in the stock market the company will likely find its way back to excellence. Netflix stock is up over 250% since the market temporarily decided that the company had lost its way. IPO (initial public offering) investors that sold in April 2022"
YouTube Link 2024-09-19T20:16Z [----] followers, [----] engagements

"Hims Has MORE Than 100X Potential. Hims is building the infrastructure to power a new healthcare system which prevents people from getting sick in the first place. This is a huge business opportunity and much larger than the current financials would suggest"
YouTube Link 2025-05-06T21:40Z 21.8K followers, [----] engagements

"Amazons Free Cash Flow is Set to Explode. In my original Amazon deep dive written in January [----] I explain why Amazon was set up for its free cash flow to soar to new record highs. As you can see in the graph below the thesis has played out correctly. But whats interesting is the mental model that led me to this conclusion which I used to in turn advice family members to make a big purchase of Amazon stock at the $100 level. Simply put I understood that free cash flow per share was going to hit record levels a few years ahead because Amazons culture remained finely tuned for that goal. In my"
YouTube Link 2024-10-11T14:43Z [----] followers, [---] engagements

"Palantir and Hims Q1 [--] Earnings Preview AI continues to advance exponentially which means so will Palantirs financials in Q1 [----]. Meanwhile the Hims and Novo deal promises to spark a chain reaction in the pharma industry which is likely to reduce Himss legal risk to near 0"
YouTube Link 2025-05-05T16:09Z 16K followers, [----] engagements

"Lessons from Costco's 174X Return Since IPO Ill never forget Charlie Mungers reply when asked in his last interview ever why he was so sure Costco was going to be a huge success. To my delight he simply replied that the parking spots were wider than at other warehouse club retailers. Although the reply may seem trivial at first Charlie was pointing to an important truth. That Costco was particularly more obsessed with delighting customers than its competitors and that by extension success was likely over the long term. Ive read all of Costcos shareholder letters from [----] to [----] inclusive"
YouTube Link 2024-10-01T16:20Z [----] followers, [---] engagements

"This is the FUTURE of Healthcare. Antonio explains how he believes a digital twin of your proteome + Abcellera is basically the future of health in which illness can be prevented at the root level"
YouTube Link 2025-10-01T15:19Z 20.2K followers, [----] engagements

"Antonios Opinion of Snap Management ith over 350M AR (augmented reality) DAUs (daily active users) I believe that Snaps differentiated user experience philosophy positions them for a bright future as AR technologies go mainstream. And trading at just over [--] times sales I view Snap as an increasingly asymmetric pick. The market has left Snap for dead but fundamentals point to a strong company"
YouTube Link 2025-09-22T14:38Z 19.3K followers, [----] engagements

"This Stock Crash is a ONCE in a Lifetime Opportunity"
YouTube Link 2025-04-11T19:10Z 17.2K followers, [----] engagements

"What Lemonade Needs to WIN BIG Antonio explains the importance of absolute data advantages in the AI economy"
YouTube Link 2025-09-26T10:30Z 19.6K followers, [---] engagements

"Why Hims Will Beat Amazon: Early Palantir Investor Explains. Amazon fields the worlds strongest fulfillment network which it works constantly to improve increasing delivery speeds and decreasing costs. But Amazon is also a generalist. The company fills orders of practically infinite breadth. Hims meanwhile is a specialist. It works solely toward optimizing patient outcomes per dollar spent. Although fulfillment is a crucial component of the equation optimizing patient outcomes per dollar requires more than warp-speed delivery at the lowest price. Its about innovating in healthcare in a way"
YouTube Link 2024-11-20T12:40Z 12.6K followers, [----] engagements

"DeepSeek is Extremely Bullish for Palantir AMD and Nvidia. DeepSeek-R1 has [---] billion parameters and allegedly cost $5.58M while ChatGPT has around 170B parameters and cost orders of magnitude more than that. If you choose to trust the information coming out of China which historically hasnt been a good policy this actually means that Palantir is set to grow way quicker. More parameters for less dollars means that we are about see the end applications of AI explode and with it the utility of Palantirs platform for end customers. This also means Palantirs platform gets easier to deploy and"
YouTube Link 2025-01-28T12:22Z 19.1K followers, [----] engagements

"RocketLab is the Machine that Prints Rockets #stocks #stockmarket #wealth Antonio explains how space is the next big thing and how RocketLab's "operating system" may pay big dividends over the long term"
YouTube Link 2025-10-08T16:47Z 20.8K followers, [----] engagements

"Stock Market Millionaire Drifts Porsche 911s in The Arctic. I spent the week drifting Porsche 911s in the Arctic Circle while $PLTR $SPOT and $AMD earnings dropped. 21H of drifting in 72H Book a Porsche Ice Experience: https://experience.porsche.com/en/ice/ice-experience/about-ice-experience Discover El Patio: https://www.instagram.com/alvarolinarescigsh=ODEzbWF1dDE5Mzd0 Follow Admi (my personal instructor): https://www.instagram.com/admi.17igsh=YXhjdGhubGlhb3Uy"
YouTube Link 2025-02-07T09:18Z [----] followers, [----] engagements

"AMD is the Next Trillion $ AI Giant"
YouTube Link 2025-05-02T18:06Z 13.3K followers, [----] engagements

"No Ai Bubble in Sight ((At Least for Zuckerberg) At present Metas business primarily consists of driving and better monetizing engagement across its Family of Apps. In my last Meta update I explain how the company saw an 8-10% increase in Reels watch time by transitioning toward a single AI recommendation model architecture. This shift until recently was contained only to Reels. As of Q2 [----] Meta transitioned to a unified AI model for all video players across its Family of Apps. Thus AI is clearly driving incremental engagement across Metas network proving that AI is already a productive"
YouTube Link 2024-10-18T20:22Z 19.7K followers, [---] engagements

"Was Selling Blackberry a Mistake Obtain lifetime access to my Tech Stock Goldmine course: https://antonio-linares-s-school.teachable.com/p/goldmine I declared my Blackberry investment a mistake last year and liquidated the position at approximately a 60% loss. My main motivation to do so was what I thought to be a mediocre approach on the part of the new CEO. To put it succinctly I believed he was likely to perpetuate the political nature of the organization. It looks like declaring Blackberry a mistake may ironically turn out to be the overarching error. When I first invested in Blackberry I"
YouTube Link 2025-01-12T11:48Z [----] followers, [----] engagements

"Rivian is An Operating System. In my recent Rivian update I explain that Rivians platform is likely set to become a key component of the auto industry. Theres plenty of risk in the thesis but at a market cap of just $10.41B theres also commensurate upside if Rivian does become the platform of choice for legacy auto companies to infuse perception into their cars. Perception enables cars to pick up information from the real world and ultimately transform it into insights that unlock value for end customers as depicted in the graph below. Rivian is the only other auto company in the West with a"
YouTube Link 2024-11-30T00:44Z [----] followers, [---] engagements

"Hims's AI Doctor Could Take the Whole Market. If Hims succeeds on executing its current roadmap a dominant AI doctor could take Hims to a much much higher market cap"
YouTube Link 2025-09-23T15:26Z 19.3K followers, [---] engagements

"Meta and Palantir Will Make MILLIONAIRES. Read Antonio's Meta Q1 [----] ER digest for free: https://antoniolinares.substack.com/p/meta-investing-for-an-exponential Read Antonio's original Meta deep dive for free: https://antoniolinares.substack.com/p/meta-the-asymmetry-factory-continues"
YouTube Link 2025-05-01T17:19Z 13.2K followers, [----] engagements

"How Rivian Stock Can Go 100X from Here Car brands thrive by vibe and manufacturing efficiencywhich is how they grow the top line and then drag an optimal percentage down to the bottom line respectively. Rivians cars possess the necessary vibe and are making headway toward profits. Some companies falter along the way but Rivian has continued making progress against all odds including a period of rampant inflation and subsequent stretch of waning demand. The long term progression of Rivians financials denote a culture that is obsessed with continuously optimizing processes and delighting end"
YouTube Link 2024-07-22T12:31Z [----] followers, [----] engagements

"Is Oddity Like Hims [--] Years Ago W/ Lorenzo Bastianelli Follow Lorenzo on X: https://x.com/BastianelliLore Follow Lorenzo on Substack: https://www.lorenzo2cents.com/ Lorenzo is an alumni of my Tech Stock Goldmine course. Obtain lifetime access to my course here: https://antonio-linares-s-school.teachable.com/p/goldmine"
YouTube Link 2025-05-13T09:14Z 14.8K followers, [----] engagements

"AMD's Chiplet Platform is a Game Changer #stockmarket #amdstock #stocks Antonio explains how AMD's chiplet platform presents exponential upside by enabling them to print personalised chips at a marginal cost in a way that's just not easy to replicate"
YouTube Link 2025-10-09T13:30Z 21.2K followers, [---] engagements

"HelloFresh Q2 Analysis: 100X Potential in the Making. In my original HelloFresh deep dive I explain how the stock is moving towards a potentially highly asymmetric scenario. They have a tough challenge ahead but if they get it right they tap into an uncontested trillion dollar market. Simultaneously the company remains very pessimistically valued at just [----] times sales despite the stock being up over 60% since I released my deep dive. Meanwhile HelloFresh continues to exhibit notable process power and in the Q2 earnings report I saw HelloFresh making encouraging progress. Namely HelloFresh"
YouTube Link 2024-10-03T15:16Z 21.6K followers, [----] engagements

"Hims is a $100 Stock After Q4 Earnings. Revenue is up 95% YoY and 43% YoY excluding GLP-1 revenue. Hims has achieved the revenue they guided for in [----] a year early and excluding GLP-1 revenue with total revenue coming in at a $1.5B for the year. For [----] they expect revenue to come in at between $2.3-$2.4B which I tend to believe they will surpass. With Hims trading at $36 as I am writing this down over 47% in a week the company is priced at just [---] times forward sales. A business growing at this pace and led by such a talented management team likely deserves a far higher valuation"
YouTube Link 2025-02-26T16:19Z 19.6K followers, [----] engagements

"Amazon's AI will DOMINATE. Obtain lifetime access to Antonio's course: https://antonio-linares-s-school.teachable.com/p/goldmine As I predicted in [----] Amazons cash from operations continues to hit new records. Amazons Q4 [----] earnings also suggest well be seeing AI apps take off soon. This is bullish for all AI companies and for the economy in general. As Amazon leverages its proprietary data to create its own AI models its earning power is also set to continue growing fast over the next decade"
YouTube Link 2025-03-05T14:20Z 10.6K followers, [----] engagements

"Hims's 100X Potential Explained by An Early Palantir Investor Hims is running the same algorithm as Amazon and Costco. The worlds top companies follow a blueprint: they solve a growing volume of acute customer pains over time in a manner impossible to imitate. This equation elegantly summarises Amazons and Costcos 209033% and 110800% returns since IPO respectively for example. This is also true of companies like AMD and Tesla which have multiplied the capital I invested a decade ago by [--] and [--] times respectively. Last but not least this is also true of Palantir and Spotify my two latest"
YouTube Link 2024-10-15T18:44Z 12.6K followers, [----] engagements

"From Thousands To Millions in the Stock Market Obtain lifetime access to my course: https://antonio-linares-s-school.teachable.com/p/goldmine All my highly concentrated multi-bagger investments have one thing in common: rapid free cash flow per share growth. As Jeff Bezos put it investors cant spend margin but they can spend free cash flow. Its a simple fact that stock prices track free cash flow per share over the long term. Ultimately the best way to create wealth in the market is learning to identify companies that exponentiate free cash generated per share before the market does. The"
YouTube Link 2025-03-12T14:07Z 10.5K followers, [----] engagements

"AMD is the Next TRILLION $ AI Giant Obtain lifetime access to Antonio's course: https://antonio-linares-s-school.teachable.com/p/goldmine Read Antonio's AMD deep dive for free: https://www.investmentideas.io/p/positioned-to-becomeutm_source=publication-search"
YouTube Link 2025-04-10T13:18Z 19K followers, [----] engagements

"Tesla Robots Will Make Millionaires. Access Antonios blog for free: https://www.investmentideas.io/publish/home Obtain lifetime access to Antonios course: https://antonio-linares-s-school.teachable.com/p/goldmine"
YouTube Link 2025-04-16T20:44Z 11.9K followers, [----] engagements

"HRT is Bigger Than GLP-1s for Hims. Antonio explains why HRT (testosterone for men and menopause for women) promises to be such a large business for Hims and why this reduces the importance of the GLP-1/weight loss business in relative terms"
YouTube Link 2025-10-16T14:43Z 21.7K followers, [---] engagements

"How Spotify Has Become a $100B+ Business (And What's Next). Obtain lifetime access to my course: https://antonio-linares-s-school.teac. Only 32/50 coupons available to gain access for just $250 instead of $350 (the price goes up in 48H). Use code PLTR at checkout. The main takeaway from this episode is that Spotify is a world-class implementation of the Costco Algorithm. Spotify is now a $100B+ business. In the graph below you can see how Spotifys market cap has evolved over the past few years trending down to a low of $14B in late [----] before surging to the current levels. At that point in"
YouTube Link 2025-01-31T12:52Z [----] followers, [---] engagements

"AI Agents Are Palantir's Trillion Dollar Move. As I have explained previously Palantir is a Singularity Scaler. Palantirs earning power is evolving in tandem with AI model performance. As I outlined in my Palantir Q1 [----] ER preview Microsoft CEO Satya Nadella recently said that model capabilities are doubling in performance every six months thanks to multiple compounding scaling laws. Therefore Palantirs earning power is likely to continue growing exponentially as AI models continue to scale. This dynamic is elegantly summarised by the evolution of Palantirs's Rule of [--]. Palantir's"
YouTube Link 2025-05-07T18:44Z 14.7K followers, [----] engagements

"AMD is the Next Multi-Trillion $ AI Giant. Despite AMDs fundamentals being stronger than ever the shareholder base is more depressed than its been in a decade due to obsessive comparisons to Nvidia at a face value. Because shareholders continue to ignore AMDs highly differentiated potential my thesis remains intact: AMDs intrinsic value will increase by at least an order of magnitude over the coming five years and thus become one of the largest AI companies on Earth. Indeed I believe AMD is a multi-trillion-dollar company in the making"
YouTube Link 2025-02-12T12:49Z 14.7K followers, 19K engagements

"Meta is Leading the AI Revolution. Meta has turned its core business into an AI-innovation machine. This will likely pay notable dividends over the next five years continuing a trajectory thats seen the stock rise over 600% since [----]. Back in [----] the market thought Meta had lost its way. But in my [----] Meta deep dive I explained why it was making the right investments to maximize long-term value creation. The world thought Meta was betting the house on the Metaversebut most of its CapEx was being directed to AI capabilities within its Family of Apps. And following the release of Apples ATT"
YouTube Link 2025-03-10T14:49Z 10.5K followers, [----] engagements

"AMD's New $200B Business The Xilinx acquisition in [----] was as masterful as it was misunderstood. It has opened the door to an uncontested $200B business for AMD with Q1 being a pivotal step forward. However towards the end of this update I discuss something that I found disappointing in the Q1 earnings. Since the Xilinx acquisition AMD has been positioning itself to dominate what is expected to be a $200B+ market by the end of this decade: AI at the edge. This is made possible by FPGAs (field programmable gate arrays) the key technology onboarded via the Xilinx acquisition that allows chips"
YouTube Link 2024-05-29T13:52Z 17.2K followers, [----] engagements

"AMD Will be My First 100X Investment. Antonio has been long AMD since [----] and he believes AMD's roadmap sets him up for a 100X return (and much more than that over the long term)"
YouTube Link 2025-10-06T17:02Z 20.7K followers, [----] engagements

"Lemonade is Building an Innovation Stack. Lemonade Nicholas Steads remarks during the Q2 [----] earnings call were highly insightful and apart from pointing at the aforementioned Innovation Stack also pointed to the concept of an insurance Ontology: "And you're right Emmanuel to focus on AI-first companies as we believe the gap between us and incumbent insurers who are built on legacy systems is very likely to expand as AI development accelerates. We have been AI native since day [--]. Relative to new upstarts that [--] years in market gives us a real data edge thousands of A/B tests [--] million"
YouTube Link 2025-09-18T16:32Z 19.2K followers, [----] engagements

"The Market is Wrong About Hims Early Tesla Investor Explains. Stock prices track free cash flow per share levels over the long term. As you can see in the graph below (in grey) Hims quarterly free cash flow has grown from $9.9M to $47.6M in a year. This is 480% growth year over year which points to managements notable ability to deploy capital in the healthcare space. In turn total shares outstanding have only increased from 211M to 217.1M in the same period. These dynamics continue driving free cash flow per share. Assuming the company can also continue deploying and converting capital into"
YouTube Link 2024-09-03T19:37Z 11.5K followers, [----] engagements

"Roblox is the Meta of Gen Alpha Meta stock has been great to shareholders since IPO but Roblox has the potential to evolve into something even bigger. My core observation is that Robloxs initial mission could have been to get people to gather online and pretend to be chickens and still the platform would have succeeded. Via tremendous process power Roblox has turned a trivial hobby of a few hundred into a culture with more adherents than the total number of inhabitants in the United Kingdom (66.97M). When Baszukci and company started out there was no way they couldve foreseen this but they"
YouTube Link 2024-04-14T19:00Z [----] followers, [---] engagements

"Hims is the FUTURE of Healthcare. Obtain lifetime access to Antonio's course: https://antonio-linares-s-school.teachable.com/p/goldmine I didnt know what Hims would do next when I said that I saw Hims intrinsic value at $2000 per share by [----]. But I did assign high odds of management decisions that would multiply the companys earning power. Five years of winning decisions coupled with extraordinary execution can create tremendous value. Stock prices track free cash flow per share over the long term. As you can see below managements disciplined capital allocation and overall excellent"
YouTube Link 2025-04-08T13:34Z 18.9K followers, [----] engagements

"Meta Goes ALL IN on AMD's MI300X AI Chip Analysts are increasingly unsure about AMD with HSBCs Frank Lee double downgrading the stock last week from buy to sell. Meanwhile Metas Mark Zuckerberg has gone all in on AMD by running Llamas inferences on AMDs MI300X exclusively. Zuckerbergs move is indicative of AMDs superiority on the inference side of the equation which the market fails to understand at present. The inference market is going to be much larger than the training market because once you train an AI model you make many inferences with it. The demand for training GPUs is behind"
YouTube Link 2025-01-14T20:45Z 13.8K followers, 35.8K engagements

"Palantir is a Trillion Dollar Company in the Making Early Investor Explains As I have been anticipating for years Palantirs financials are rapidly improving as a result of their unit economics getting better. Better unit economics are driven by the company productising its offerings and essentially decreasing time to value for customers. Palantirs products are now easier to sell and install which is driving more business and higher profits. Palantir can launch instances of valuable compute to increase the efficiency of any activity its customers engage in repeatedly. The number of options"
YouTube Link 2024-09-13T16:47Z [----] followers, [----] engagements

"AMD is the Best Risk Adjusted AI Pick Right Now. Inference is the technological trend of our lifetime and AMD is best positioned to capitalise on it. Generational wealth is created among other methods by surgically betting big on the most inevitable trends of your time before everyone else does. Rockefeller did it with oil. I did it in my own small way when I bought AMD heavily in [----] and then Palantir in [----] way before it became the S&P 500s top performing stock of [----]. Similarly the following disclosure is tantamount to being told in [----] that oil would change the world. The economy is"
YouTube Link 2025-01-16T10:25Z [----] followers, [----] engagements

"Duolingo is a MASSIVE AI Winner. Antonio believes Duolingo has an absolute data advantage which is why he believes Duolingo will be a big AI winner"
YouTube Link 2025-09-26T10:31Z 19.6K followers, [----] engagements

"RocketLab's Latest Move is BIG. Obtain lifetime access to Antonio's course: https://antonio-linares-s-school.teachable.com/p/goldmine As RocketLab continues to increase launch cadence its now on a path to profitability. This will likely happen quicker with the launch of Neutron their mid-sized rocket since three Neutron launches are expected to match the entire yearly revenue from Electron launches at the current cadence. Additionally RocketLabs latest move positions them to increase operating leverage exponentially. RocketLab recently introduced their new low-cost mass-producible satellite"
YouTube Link 2025-04-03T14:19Z 14.8K followers, [----] engagements

"Betting my ENTIRE Portfolio on HIMS Palantir AMD Tesla and Spotify. My investment strategy is to identify world-class companies early and hold them forever. This strategy tends to yield tremendous returns long-term which linear and short-term thinkers fail to envisage. I only hold five stocks in my portfolio: AMD Palantir Hims Tesla and Spotify. Spotify and Palantir have each returned my total capital investedi.e. they are worth individually my entire portfolios cost basis with my Spotify investment up 5X and Palantir up 10X. Ive been holding AMD for just over a decade now and Tesla for over"
YouTube Link 2025-01-22T18:35Z 12.2K followers, [----] engagements

"Hims Is About to Explode Early Tesla Investor Explains Hims stock is considerably undervalued with the company executing on a 100X roadmap to near perfection. Hims is profitably disrupting a growing share of the healthcare market while operating outside of the otherwise inescapable insurance system. The statistical unlikelihood of this feat together with the breadth of the challenges overcome suggests that Hims is an extraordinary organization run by highly capable individuals. The market still underestimates the complexity of Hims operation. Amazon CEO Andy Jassy alluded to this in the Q4"
YouTube Link 2024-05-12T14:24Z 10.7K followers, [----] engagements

"How I Made Millions of Dollars Investing in Spotify Stock. Antonio explains how he made millions of dollars by investing in Spotify when he saw everyone using the app lots of cash from operations and the market giving up on the business motivated by superficial narratives"
YouTube Link 2025-10-15T16:52Z 21.7K followers, [----] engagements

"REACTING to a VIRAL Hims BEAR Thesis. Bears say the legal risk will hurt Hims. I think metabolising this risk is the path to a much larger valuation. Obtain lifetime access to Antonio's course: https://antonio-linares-s-school.teachable.com/p/goldmine"
YouTube Link 2025-04-01T16:54Z 17.8K followers, [----] engagements

"How to Get RICH in the Stock Market. Antonio explains how you massive profits can be made by violating narratives in the stock market"
YouTube Link 2025-09-26T10:28Z 19.6K followers, [----] engagements

"RocketLab Might Be the Next Big Winner. #stocks #investing #wealth RocketLab is the machine that prints rockets that are now positioned to print constellations. They've demonstrated the ability to deploy operate and optimise new rocket and space systems platforms and if you extrapolate that over the long term the odds that you end up with a much larger company are appealing"
YouTube Link 2025-10-08T16:39Z 21.6K followers, [---] engagements

"Peptides Are the Next Big Thing for Hims. Antonio discusses how Hims is uniquely positioned to bring peptides to the world safely effectively and at affordable prices"
YouTube Link 2025-09-23T15:24Z 19.3K followers, [---] engagements

"RocketLab is the Messi of Space. During the Q2 [----] earnings call an analyst asked CEO and founder Peter Beck why the cost of the Neutron rocket program was considerably lower than other programs in the industry. Becks answer points to the deep dives takeaway which is that like Duolingo RocketLab has considerable process power. Theyve built a track record that shows they can get their customers to space faster more reliably and in a more cost-effective manner. The thesis can be reduced to just a few KPIs (key performance indicators) that elegantly depict RocketLabs process power. RocketLabs"
YouTube Link 2024-10-30T14:42Z 11.1K followers, [----] engagements

"American Innovation Has NO COMPETITION Antonio explains why he focuses on American companies only"
YouTube Link 2025-09-29T14:20Z 20.4K followers, [----] engagements

"This Stock Crash Will Make MILLIONAIRES All we have do is buy and hold world class businesses"
YouTube Link 2025-04-17T19:53Z 16.9K followers, [----] engagements

"This Company's Process Power is Shocking. Duolingo shares fundamental genetic traits with Costco. This means Duolingo will likely get much larger over time. Duolingos KPIs continue to hit new record levels driven by extraordinary process power. This is best evidenced by the record level of DAUs as a percentage of MAUs as you can see in the graph below. The higher this metric goes the more engaged the user base is and ultimately the more earning power Duolingo has. Simultaneously earnings from continuing operations have risen from 8.03% in Q4 [----] to 13.66% in Q2 [----]. This demonstrates that"
YouTube Link 2024-10-09T14:33Z [----] followers, [---] engagements

"Palantir's Trillion Dollar Transformation Early Tesla Investor Explains Palantir is rapidly productizing its offerings best evidenced by a rising contribution margin. Contribution margin is defined as revenue less cost of revenue and sales and marketing expenses excluding stock-based compensation divided by revenue. Increasing contribution margin signals lower cost of deployment and therefore improved unit economics. As a leading indicator of profitability all margins follow suit. Contribution margin is therefore the Palantir thesiss most signal-rich metric: if it rises quickly so too will"
YouTube Link 2024-05-20T10:19Z [----] followers, [----] engagements

"The Price to Earnings Ratio is USELESS Obtain lifetime access to my Tech Stock Goldmine course: https://antonio-linares-s-school.teachable.com/p/goldmine The P/E ratio ignores the rapidly evolving nature of modern income statements. When it comes to investing valuation is the primary concern along with the evolution of free cash flow per share growth. Over the long term stock prices track the latter metric. If FCF/share increases at a rate greater than that which was discounted in a given companys valuation at purchase you will make money. For tech companies an increase in free cash flow per"
YouTube Link 2025-01-10T10:34Z [----] followers, [----] engagements

"The Origin Story: Hims and Palantir Have 100X Potential. From here"
YouTube Link 2025-06-01T14:14Z 16K followers, [----] engagements

"Will Tesla Kill Uber Tesla can potentially disrupt Ubers supply side via the deployment of hailable autonomous vehicles. If Tesla were to be the only provider of autonomous vehicles in the future or one of few this would likely lead to Teslas robotaxi network outcompeting Ubers in terms of cost since Uber would still have to employ human drivers. Over time Teslas success would degrade Ubers competitive position. In the market for autonomous vehicles we may see anything from a highly fragmented market to winner-takes-all. To avoid disruption across the spectrum Uber must maximize asset"
YouTube Link 2024-09-17T21:07Z [----] followers, [---] engagements

"Unlocking Conviction in HIMS and IREN This is how Antonio has unlocked conviction in the past"
YouTube Link 2025-09-24T15:53Z 19.6K followers, [----] engagements

"My $200M Palantir Bet. Palantir is turning both its customers and itself into autonomous organisations. This means that as Palantir gets bigger it will accelerate (and not slow down as we've seen businesses do throughout all of human history until now)"
YouTube Link 2025-07-17T16:51Z 18.9K followers, 17.7K engagements

"Hims is Building the Most Valuable Subscription Service on the Planet As AI and biotech continue to accelerate I believe that Hims will likely evolve into the infrastructure that brings it all together to create an entirely new healthcare industry. The current healthcare model offers a terrible experience and scarcely works. Hims is building a model thats preventative and thanks to peptides will enable to you to optimise your health. If people pay $130/year for music how much will they pay for a subscription that makes them smarter have better sex have more muscle sleep better and have more"
YouTube Link 2025-05-14T20:08Z 21.7K followers, [----] engagements

"Early Tesla Investor Explains Why Hims Has 100X Potential Over the last few years Hims has evolved into an organizational with great potential. Its compounding efficiency through shared economies of scale in a manner reminiscent of our greatest companies. Perhaps the one thing that I do not like about the business is its dependency on paid marketing. But this isnt necessarily their fault. People just dont go around telling their friends about healthcare providers in general because we dont speak openly about health issues in our cultureparticularly issues as sensitive as ED a core"
YouTube Link 2024-02-29T17:24Z 13K followers, [----] engagements

"Early Tesla Investor Analyzes SuperMicroComputer Stock SMCI is up 17X since early [----]. It begs the question is the stock worth the hype In my month long research of SMCI I found some answers to this question. My main takeaway is SMCI is far more focused than its two biggest competitors on decreasing time to value and total cost of ownership for AI server customers. This is why its winning and will likely continue to win. However SMCIs exploding capital requirements pose a risk to investors and I cover this towards the end"
YouTube Link 2024-05-31T19:15Z [----] followers, [----] engagements

"Palantir Has 100X Potential. From Here. Learn the mental framework behind my Palantir 10X pick (and other succesful picks) in my Tech Stock Goldmine course: https://antonio-linares-s-school.teachable.com/p/goldmine Last week I posted on X that Palantir stock could 100X from current levels. The post reached over [------] impressions and confounded Xs financial community. With my Palantir investment up tenfold consensus pegs the company as tremendously overvalued. It wasnt terribly surprising to see most express disbelief. However most investors think quarter to quarter. I think across decades"
YouTube Link 2024-12-11T10:58Z [----] followers, [----] engagements

"Invest in Psycopaths To GET RICH Antonio explains why it only makes sense to invest in management teams with maniacal focus"
YouTube Link 2025-09-29T14:24Z 20K followers, [---] engagements

"My $100M Palantir Bet. My portfolio has outperformed everyone on this platform because my mental framework is unique and it works. $PLTR and $SPOT alone have returned my entire portfolio twice. You can learn the mental framework behind these picks in my course. Ive made available [--] coupons to obtain lifetime access to my course for just $299 instead of $350. The course has been taken by over [---] happy students and buying it gives you FREE access to my Slack community with over [---] international investors that have taken my course already. Use code PLTR at checkout 👇"
YouTube Link 2025-05-27T18:10Z 16.9K followers, 12.1K engagements

"Duolingo is the Next Palantir. At first glance Duolingo is simply a language learning app. But I believe it's the world's AI tutor in the making and that Duolingo is positioned to take the whole education market"
YouTube Link 2025-09-17T11:06Z 19.2K followers, [----] engagements

"How Stock Market Millionaires Think. Antonio explains the emergence of a new mental framework that he believes is likely to yield vast returns in the stock market over the next [--] years"
YouTube Link 2025-09-30T13:46Z 20K followers, [----] engagements

"This Stock Crash Will Make MILLIONAIRES. I made a fortune in [----] by buying beaten down tech stocks of world class companies. My plan is to do that anytime there's a big crash"
YouTube Link 2025-04-03T13:42Z 14.7K followers, [----] engagements

"Early Tesla Investor Explains Why Palantir is a Trillion Dollar Company in the Making. Palantir has figured out a way to grow the commercial business fast. The financials also seem to be going through an inflection point. In my original Palantir deep dive I essentially explain that once the company figures out distribution it can grow exponentially. Since [----] my long term Palantir thesis has been that once the company can seamlessly deploy its offerings it eventually becomes a platform on which folks can build their companies first. I believe digital twins (Palantirs core offerings) will be"
YouTube Link 2024-02-13T11:47Z [----] followers, 11.6K engagements

"Spotify is Now a Free Cash Flow Machine. As I have been anticipating for years Spotifys free cash flow levels are rising exponentially. Cumulative free cash flow production is exploding over the last twelve months. Spotify is a blueprint success storya prime example of the type of company that I teach students to spot in my [--] Hour Deep Diver course linked below: https://antonio-linares-s-school.teachable.com/p/2-hour-deep-diver-by-antonio"
YouTube Link 2024-08-13T19:31Z [----] followers, [---] engagements

"This Stock is Like Meta Stock in [----]. I continue to believe Roblox is evolving into a multi-billion user social network - I think its going to go head-to-head with Meta in the coming [--] years in the battle for peoples time. As happened with Meta and Amazon in [----] the market punished Roblox for reinvesting capital into the business with the Roblox stock declining 77% from the highs in [----] to the [----] lows. And much like is the case with the two former companies Robloxs investments in the 2021-2024 period set it up to become a Singularity Scaler. As AI models gets better Robloxs"
YouTube Link 2025-05-22T11:08Z 18.3K followers, [----] engagements

"This Crash is A ONCE In A Lifetime Opportunity. Obtain lifetime access to Antonio's course: https://antonio-linares-s-school.teachable.com/p/goldmine"
YouTube Link 2025-04-09T13:44Z 11.4K followers, [----] engagements

"Investor Explains Why Amazon's Stock is Set to Soar. Over the long term Amazons free cash flow per share broadly tracks the total volume of problems it solves for customers. Per every increment in CapEx the company increases convenience selection breadth and price competitiveness at scale in a way that is almost impossible to imitate. This leads to marketshare gains which coupled with ever increasing levels of operating leverage equate to buoyant cash flow production. Its last CapEx step up (2020-2022) sets the company for success over the coming years. The growth of its advertising and"
YouTube Link 2024-02-26T11:06Z [--] followers, [---] engagements

"Betting My Entire Portfolio on Hims Palantir and [--] Other Stocks Im betting my entire portfolio on Hims and four other companies: [--]. $HIMS will become one of America's largest healthcare giants serving as a deflationary force in the typically inflationary US healthcare sector. [--]. $PLTR will transform into the foundational platform for new enterprises becoming essential for building businesses from scratch. [--]. $AMD will rival $NVDA's dominance by leveraging its long-standing expertise in chiplet technology which $NVDA will eventually have to fully embrace. [--]. $SPOT will secure its role as the"
YouTube Link 2024-06-13T13:51Z 14.8K followers, 14.4K engagements

"I Can't Stay Quiet About Hims Anymore. The Zava acquisition doubles the size of Hims's network overnight. In networks scale precedes any other thing in the list of strategic priorities. The network that scales fastest typically takes the whole market"
YouTube Link 2025-06-09T12:29Z 16K followers, [----] engagements

"Early Tesla Investor How Tesla Stock Goes 20X From Here Teslas manufacturing capability has increased massively from Q3 to Q4 [----]. Past instances of manufacturing improvements have correlated strongly with significant increases in the stock price. The market is a voting machine in the short term and a weighing machine in the long term. A thorough fundamental investigation of Tesla reveals that the markets voting mechanism is hyper-active to the downside with the companys core fundamentals showing spectacular progress. The market is currently wrong about Tesla which is gearing up to get much"
YouTube Link 2024-03-25T17:43Z [----] followers, [----] engagements

"AMD is the Next Trillion Dollar AI Giant. I just made available [--] coupons to obtain lifetime access to my course and Slack community (with over [---] deep divers that have taken the course) for just $299 instead of $350. This course will enable you to master the mental framework I use to analyse and pick tech stocks and build conviction. Your purchase also gets you lifetime access to my Slack community in which you will meet more than [---] deep divers that have taken the course already. Use code PLTR at check out: https://antonio-linares-s-school.teachable.com/p/goldmine"
YouTube Link 2025-07-28T17:47Z 23.9K followers, 16.4K engagements

"AMD is Going to Dominate Inference EVEN MORE #amd #inference AI in general and not just at the edge will have a higher bar for latency requirements over time. Inference will be everywhere and the optimal way to infuse any compute engine with inference capabilities will be by adding an FPGA to it. FPGAs will likely take some share from GPUs but most I believe most of the upside will come from infusing the entire compute stake with inference capabilities at a marginal cost. Indeed the entire stack will be running inferences (both to optimise itself and run inferences for third party customers)"
YouTube Link 2025-10-27T14:37Z 23.2K followers, [----] engagements

"Are We in an AI Bubble #ai #stocks #stockmarket Antonio explains why AI is just like any other business: it's all about delivering incremental value to end customers in a way that's increasingly harder to replicate while printing cash. He explains how many investors are getting lost with the AI label and how to regain focus"
YouTube Link 2025-10-14T15:24Z 22K followers, [----] engagements

"Is Iren Today Like Palantir A few Years Ago Iren's repeatable datacenter blueprint + infinite compute demand driven by AI = infinite money glitch"
YouTube Link 2025-09-24T15:49Z 23.2K followers, [----] engagements

"How Antonio Picks Winners. Antonio explains the importance of understanding operational blueprints which then help you understand value creation processes better. This then allows Antonio to understand which businesses are going to print the most free cash flow per share over the long term"
YouTube Link 2025-10-21T13:30Z 21.9K followers, [----] engagements

"The Economy is Getting Compressed into an API. Antonio Linares discusses the concept of economic growth emphasizing the irony in how people perceive the economy. He explains that individuals make decisions to optimize their roles within a complex system from personal employment to national economic progress. He suggests that the current understanding of GDP will eventually be simplified into an API reflecting a shift in how economic activities are managed and perceived"
YouTube Link 2025-10-29T16:16Z 22.3K followers, [----] engagements

"HelloFresh Might be the Next Trillion Dollar Company #stocks #stockmarket #millionairemindset Antonio explains how HelloFresh might be the next big success that wows the world if they manage to iterate their way towards providing a lot of value to customers per dollar spent. Their highly efficient infrastructure now paves the way for this and trading at just [----] times sales HelloFresh is evolving into a highly asymmetric investment opportunity"
YouTube Link 2025-10-15T16:51Z 23.3K followers, [----] engagements

"Peptides are The Next Frontier for Hims. Antonio explains how peptides and AI are positioned to revolutionise the healthcare industry and why Hims is so uniquely positioned to make it happen thanks to its vertically integrated infrastructure which includes at-home testing capabilities and a proprietary peptide manufacturing facility"
YouTube Link 2025-10-16T14:44Z 21.8K followers, [---] engagements

"Why Non-AI Investors are Crying. Antonio explains how AI value creation processes will have less and less stocks delivering more and more of total returns"
YouTube Link 2025-10-07T19:37Z 23.2K followers, [----] engagements

"HIMS is Taking the ENTIRE $4T US Healthcare Market. Only 12/25 coupons left now to obtain lifetime access to my course and Slack community (with over [---] deep divers that have taken the course) for just $299 instead of $350. This course will enable you to master the mental framework I use to analyse and pick tech stocks and build conviction. Your purchase also gets you lifetime access to my Slack community in which you will meet more than [---] deep divers that have taken the course already. Use code PLTR at check out: https://antonio-linares-s-school.teachable.com/p/goldmine"
YouTube Link 2025-07-29T16:12Z 24K followers, [----] engagements

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