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▶ 0:50 · $AMD · Early AMD Investor Explains: The Next Tech Stock Rally is Coming.
episode briefing
Antonio Linares

Early AMD Investor Explains: The Next Tech Stock Rally is Coming.

2026-03-25 · 8 company · 5 thematic
sentiment
8 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
“I'm up 60X on AMD since I entered that position in 2014. I'm 32 years old today, so I've been doing this since a pretty young age, but I can live off my investments all time because that gives me enough of a track record to make 25K whenev…”
—antonio linares
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