let’s talk about amd

2026-05-06 · 1 company · 2 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

“And this is actually the thesis why I continue to hold long-term. If you go deep into any of these, I'm sure there's going to be vertical instances of general purpose, vertical instances of head nodes, vertical instances of agentic. And th…”

—antonio linares

now playing · $AMD

$AMD···bullish· high· posantonio linares

Linares: AMD's chiplet architecture enables infinite verticalization for AI workloads, no competition, FCF/share vertical for decade

AMD's chiplet architecture enables infinite fractalization/verticalization of chip designs for specialized AI workloads (general purpose CPUs, head nodes, agentic CPUs), creating…

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▶ 10:43 · $AMD · let’s talk about amd

episode briefing

Antonio Linares