this is just the beginning for amd

2026-05-27 · 1 company · 3 thematic

sentiment

1 bull0 bear0 neu

speakers

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

“My view is that AMD's free cash flow per share is going orders of magnitude higher from current levels in the next 5 years. This is because what we have is an extremely powerful platform with many end applications... Chiplets are AMD's cor…”

—antonio linares

now playing · $AMD

$AMD···bullish· high· posantonio linares

Linares holds AMD at 120x gain, sees $2,000 target on chiplet platform

AMD's chiplet architecture creates a defensible platform that can mix and match compute engines at marginal cost to address any emerging AI workload (CPUs, GPUs, FPGAs, agentic),…

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▶ 1:01 · $AMD · this is just the beginning for amd

episode briefing

Antonio Linares