▶ 1:02 · $AMD · Antonio Linares: AMD's chiplet architecture and Xilinx FPGA position it to dominate physical AI at the edge

episode briefing

Final Warning: The Market is Wrong About AMD (Again)

2026-02-04 · 1 company · 3 thematic

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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

“as a long-term AMD investor since the year 2014, I would not be long this company if I didn't think AMD had a huge differentiating factor that others can't replicate easily. And that's exactly what we're looking at. Lisa Sue has been worki…”

—antonio linares

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Antonio Linares: AMD's chiplet architecture and Xilinx FPGA position it to dominate physical AI at the edge

AMD's decade-long investment in chiplet architecture and Xilinx FPGA technology uniquely positions it to capture the emerging physical AI/edge AI market, with data center growth a…

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