AMD Just Did the Unthinkable (Watch this BEFORE Tuesday!)

2026-02-16 · 1 company · 3 thematic

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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

“The only company that has true FPGA technology is AMD. And the only company that has the ability to combine compute engines at will at a marginal cost and ultimately satisfy this equation that's so important, optimizing the number of token…”

—antonio linares

now playing · $AMD

$AMD···bullish· high· posantonio linares

AMD's chiplet and FPGA platform enables exponential AI edge growth

AMD's 10-year chiplet architecture advantage and Xilinx FPGA leadership create an unreplicable platform to customize compute at marginal cost for the coming Cambrian explosion of…

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▶ 0:00 · $AMD · AMD Just Did the Unthinkable (Watch this BEFORE Tuesday!)

episode briefing

Antonio Linares