Antonio Linares @alc2022
Early and long term $AMD, $TSLA, $PLTR, $SPOT, $HIMS, $DUOL investor. This is not financial advice and is my ONLY account. Please do your own research. antoniolinares.substack.com/p/amd-the-path… Read my deep dives for free→ Joined November 2020-
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Antonio Linares retweeted
@alc2022 Many times you have supported fellow retail investors through hard times here on X. We are officially returning the favour and sending you thoughts and prayers. Sensei. @alc2022
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Antonio Linares retweeted
This is the best analogy right now. Low level thinkers are looking at cute language apps from bigger companies and extrapolating oversimplified dynamics. $DUOL stopped being a language company a while ago. It’s an education juggernaut.
Per the performance of this post, I guess there is indeed proof of my $DUOL position. Good to know…
Per the performance of this post, I guess there is indeed proof of my $DUOL position. Good to know…
It’s not that the regulatory environment has suddenly shifted in $HIMS favor. It’s that $HIMS management is extraordinary and no one navigates the healthcare market better than them.
The main thing investors don’t understand today is that a marginal advantage in user experience equates to an exponential advantage in adoption and hence capital earned over time.
Antonio Linares retweeted
@alc2022 Unfortunately people don’t understand that a small marginal advantage in user experience results in a a flywheel of adoption, data, improvement, and ultimately market dominance.
It doesn’t matter if you lose money, so long as you do it with style.
However, I believe that like happened with $SPOT, almost everyone here will be wrong about $DUOL. I still think $DUOL is positioned to take the entire education market. And that the stock will radically outperform. I’ll be buying a lot more!
$DUOL is down an incredible 50% since the top. Maybe it’s time to admit that I was wrong to say that $DUOL is a trillion $ company in the making…
I’d love to see $DUOL get compressed to two times sales
V2.3 of my course drops in 20 days and the price will go up from $350 to $399. Obtain lifetime access now 👇 antonio-linares-s-school.teachable.com/p/goldmine
$DUOL is going much higher because they’re just slightly better than any other company or AI model at motivating users through a course. This will see the DAU base grow exponentially, with users learning *anything*. FCF/share will track AI scaling laws.
When one of my picks goes south, like $DUOL, it seems folks don’t need “proof” 😏. Regardless, $DUOL is going to be a very successful investment.
Antonio Linares retweeted
CALL IT. DCF models assume linearity. You cannot quantify an organisational culture that breeds radical innovation, what I call the "Innovation Nursery." Understand this.
CALL IT. DCF models assume linearity. You cannot quantify an organisational culture that breeds radical innovation, what I call the "Innovation Nursery." Understand this. https://t.co/PgKpN31d0H
It’s literally the worst time in history to assume that $HIMS legal risk is high. The mental model applied for a long time up to 6 months ago, but it’s now basically evaporated. Also, consumers have had enough. The time has come.
Investments that changed my life: 1. $PLTR at $7. 2. $SPOT at $97.50. 3. $HIMS at $15. 4. $AMD at $4.2. 5. $TSLA at $13.
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