I’m up 80x on AMD

2026-04-28 · 5 company · 6 thematic

sentiment

3 bull0 bear2 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

“AMD is basically personalized computers in marginal cost. It's very important to understand that compute has to be distributed nowadays... AMD has built an end-to-end solution, and this is essentially based in a chiplet technology... they'…”

—antonio linares

now playing · $AMD

$AMD···bullish· high· posantonio linares

Chiplet architecture and distributed compute drive 80x return with massive conviction

AMD's chiplet technology enables mixing and matching compute engines (CPU, GPU, FPGA) across data center, edge, and client devices, creating an end-to-end solution with superior m…

$ASTS···bullish· medium· posantonio linares

Space-based personalized spectrum enables compute at marginal cost for every device

AST SpaceMobile is building capability to beam personalized spectrum to smartphones and eventually all devices, creating a future where personalized compute and intelligence are c…

$IBRX···neutral· low· posantonio linares

Micro position in immunotherapy as biology vertical emerges

A small portfolio allocation to ImmunityBio reflects early exposure to the biology sector, which the speaker believes will become as critical to investing as understanding neural…

$PLTR···bullish· high· posantonio linares

Digital twin monopoly at 0.1% TAM penetration supports 100-year AI build-out thesis

Palantir holds a monopoly in digital twins with only 0.1% total addressable market penetration, positioning it for decades of scaling as AI adoption drives enterprise productivity…

$NVDA···neutral· mediumantonio linares

Blackwell's monolithic design lags AMD's granular chiplet flexibility for distributed AI

Nvidia's Blackwell architecture uses two monolithic chips acting as chiplets at the network level, but lacks AMD's granular chiplet expertise needed to mix and match compute engin…