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

2026-02-25 · 1 company · 3 thematic

sentiment

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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…