emergency amd update

2026-06-15 · 2 company · 3 thematic

sentiment

1 bull1 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

“AMD once again showed why this is not a runner-up company to position number one, maybe just below Nvidia, and why they are actually an N of one company with the launch of a recent launch of a local AI compute engine, which is destroys Nvi…”

—antonio linares

now playing · $AMD

$AMD···bullish· high· posantonio linares

AMD's chiplet platform enables 50-60x upside to $2,000-$3,000 by 2032

AMD's chiplet architecture allows mixing and matching compute engines (CPU, GPU, NPU) for unforeseen AI workloads, delivering lower total cost of ownership and more intelligence p…

$NVDA···bearish· mediumunknown

ALC Magic: AMD crushes Nvidia's DGX in local AI, 60-70% cheaper with better performance

Nvidia's DGX box looks expensive by comparison (~2.5x the price of AMD's Ryzen AI Max) with lower performance in the local AI use case. The Nvidia-as-sole-reference narrative in A…

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▶ 0:00 · $AMD · emergency amd update

episode briefing

Antonio Linares