"AMD’s Free Cash Flow Is About to Explode"

2025-11-05 · 4 company · 3 thematic

sentiment

3 bull0 bear1 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

“The graph you see on the screen shows free cash flow per share inflecting upwards. The main driver of that inflection of free cash flow per share going up is AMD's ability to mix and match compute engines... So long as these AI scaling law…”

—antonio linares

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