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/uipath-a-cas… Read my $PATH update for free→ Joined November 2020

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Antonio Linares @alc2022

12 hours ago

Inference has only just begun. $AMD is going to dominate.

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Antonio Linares @alc2022

12 hours ago

I only own 6 stocks: 1. $HIMS since $15. 2. $SPOT since $97.50. 3. $PLTR since $7. 4. $AMD since $4.2. 5. $DUOL since $323. 6. $TSLA since $13.

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Antonio Linares @alc2022

13 hours ago

$HIMS is still a $13B company. This is just the beginning.

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Antonio Linares @alc2022

13 hours ago

I was wrong about $PATH. A few years ago I thought it would evolve into a $PLTR competitor, but execution has lagged. However, the $PATH thesis isn't dead and still presents interesting asymmetry with the onset of agentic workloads.

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Antonio Linares @alc2022

13 hours ago

$PLTR is now valued at $0.42T. But the AI revolution is only getting started. $PLTR is on its way to becoming a $20T company.

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Jake Browatzke 🚀 @jakebrowatzke

14 hours ago

In my opinion, the $PATH deep-dive update by @alc2022 is worth reading. While I disagree with Antonio's take that @danieldines stepping down from the helm as CEO in order to go down into the engine room as the head engineer before returning as CEO less than 2 years later shows…

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Antonio Linares @alc2022

14 hours ago

$HIMS squeeze soon?

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Antonio Linares @alc2022

17 hours ago

I’m on my second SS-31 cycle and now I’m feeling marginal gains. It seems that my mitochondria are in pretty good shape now.

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Antonio Linares @alc2022

19 hours ago

Time to review $BB?

nic.aqs @nicaqs

19 hours ago

Time to review $BB?

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Antonio Linares @alc2022

19 hours ago

My $PATH update is live. Link in bio.

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Antonio Linares @alc2022

20 hours ago

Sometimes I work more while I'm asleep than when I'm awake.

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Antonio Linares @alc2022

22 hours ago

Good morning, deep divers. Time to read earnings call transcripts!!!

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Antonio Linares @alc2022

2 days ago

On this path, we're going to see infinite demand for compute and datacenters. The only company that can print datacenters while producing cash is $IREN.

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Antonio Linares @alc2022

a day ago

If $BTC went bust, would $IREN find a way?

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Antonio Linares @alc2022

a day ago

This is the path to a personal $100m/year business with 0 employees a decade from now, with absolute freedom of location and schedule. The best time to start was yesterday.

Antonio Linares @alc2022

a day ago

This is the path to a personal $100m/year business with 0 employees a decade from now, with absolute freedom of location and schedule. The best time to start was yesterday.

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Antonio Linares @alc2022

2 days ago

I'd never do this probably, but what if I sold all my $PLTR ($2M+) and just put it all into $IREN?

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Antonio Linares @alc2022

a day ago

You can basically use algorithms to throw your live away or you can use them to make learning very addictive and accomplish in 5 years what would’ve otherwise taken you 20. Choose wisely and start now.