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▶ 0:00 · $TSLA · tesla is about to print absurd amounts of cash
episode briefing
Antonio Linares

tesla is about to print absurd amounts of cash

2026-05-25 · 1 company · 6 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
“Tesla is now positioned to go through an inflection point, and it will just produce way, way more cash. It's going to become a gigantic cash machine. I've been telling everyone AMD was going to do the same, and now you can see that start t…”
—antonio linares
now playing · $TSLA
$TSLA···bullish· high· posantonio linares
Tesla approaching inflection point to become gigantic cash machine via manufacturing efficiency and AI platform
Tesla has achieved structurally higher manufacturing efficiency despite higher interest rates, confirmed by Q1 2026 metrics (EMEA deliveries +150%, Berlin record production, auto…