Antonio Linares @alc2022
Early $AMD, $TSLA, $PLTR, $SPOT and $HIMS investor. Join 7,500+ deep thinkers. This is my only account. investmentideas.io/p/positioned-t… AMD deep dive → Joined November 2020-
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Antonio Linares retweeted
Prox podcast de @10ampro es con 2 pesos pesados para hablar sobre @nvidia @alc2022 (deep dives) y @gerdelgado (team Nvdia)
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You read about $AMZN ’s stellar financial performance first in my $AMZN deep dive.
What’s your pick: $NFLX or $DIS?
Things $SPOT has in common with $AMZN: 1. A relentless user-centricity, seen in how many consumers choose to ignore alternatives. 2. A commitment to share economies of scale with consumers, delaying profits and compounding goodwill. 3. Relentless innovation and experimentation,…
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Prox podcast de @10ampro es con 2 pesos pesados para hablar sobre @nvidia @alc2022 (deep dives) y @gerdelgado (team Nvdia)
$AMZN Anyone else saw this 37% operating margin for AWS?
@alc2022 You left one thing - Software Echo system which is so so important- NVDA is much advanced Bro
$PLTR y tapas 🔥 @alc2022 @Either_Square
@alc2022 Perhaps. Or just a failure from its competitors so far
@alc2022 Of them, $SPOT seems to have the smallest moat. Or, at least, the one that I wouldn’t care too much about switching to an alternative (ie. cheaper price or more convenient). Still, it’s surprising how users prefer it to their native phone OS alternative (apple music, etc.)
@jawwwn_ @anduriltech The styling of the text and positioning… it’s so rhyming with $PLTR design. @arny_trezzi @alc2022 dunno if you guys noticed?
I want to feature some smaller creators in next week’s newsletter. Who’s building something cool?
@alc2022 Probably the sweet spot is when you have early evidence of financials set to explode but market not realizing it yet. That’s why maniacal knowledge gives an edge.
@alc2022 Do you feel its over priced with an astronomical PE ???
@alc2022 Which stocks currently would you say have the same level of asymmetry as your AMD purchase at $4.2?
@alc2022 I have been investing in AMD since 2017, but I have found it hard along the way to keep ahead of understanding the company in a long time frame. If you manage to do that, shortly, how? 🤔
@__tinygrad__ We appreciate the open source interest in Radeon. We’re on track to release MES documentation late May followed by source code. Additional parts of the Radeon stack to be open sourced throughout the year. GitHub has the latest on fixes, release dates. github.com/nod-ai/fuzzyHS…
$PLTR gang reunited 💥 @Either_Square
@alc2022 @ChopperHj @neuramedia Pero por supuesto Antonio!!! Vos sos uno de los más crack en $TSLA. Te sigo detenidamente. Y en breve voy a hacer tu curso. También seré tu alumno. Y algún día te voy a enseñar $NU y $MELI para devolverte el favor. 🫶🏻🫡
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