TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←
▶ 0:03 · $AMD · If You're an AMD Shareholder... GET READY!
episode briefing
Antonio Linares

If You're an AMD Shareholder... GET READY!

2026-02-25 · 1 company · 3 thematic
sentiment
1 bull0 bear0 neu
speakers
antonio linares

Antonio Linares runs a concentrated six-stock portfolio plus micro investments, focusing on 'singularity scalers' — companies with proprietary data moats that compound value via AI scaling laws. He bought Palantir at ~$7, held through 2022-2024 drawdowns, and teaches a course on modern value creation processes. His framework emphasizes betting early on extraordinary companies, holding forever, and learning from concentrated mistakes.

quote
“Meta just signed a $100 billion deal to buy up to 6 GW of AMD chips starting with the MI450. This is a multi-generational deal... AMD has created this template, the Instinct Accelerators... they were able to approach Meta and say, 'Well, h…”
—antonio linares
now playing · $AMD
$AMD···bullish· high· posantonio linares
Antonio Linares: AMD's chiplet architecture and Xilinx FPGA tech position it to drastically outperform Nvidia over next decade
AMD's chiplet architecture enables personalized compute at marginal cost, validated by Meta's $100B multi-generational deal for MI450 and future chips. The Xilinx acquisition prov…