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▶ 0:00 · $AMD · amd is a $2,000 stock
episode briefing
Antonio Linares

amd is a $2,000 stock

2026-06-04 · 1 company · 5 thematic
sentiment
1 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 believe that free cash flow per share for for AMD is going up at least an order of magnitude higher over the coming 5 years. As we know stock prices track free cash flow per share. So that would mean that you know discounting to whatever…”
—antonio linares
now playing · $AMD
$AMD···bullish· high· posantonio linares
Host sees AMD as $2,000 stock driven by chiplet platform versatility and 10x FCF growth
AMD's chiplet architecture creates a versatile compute platform that can instantiate new verticals at marginal cost, driving free cash flow per share up 1-2 orders of magnitude ov…