Investment Ideas by Antonio | Substack
Investment Ideas by Antonio
Early AMD and Tesla investor, with a 2,500% return since 2014.
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By Antonio Linares
Featured Articles
Oddity: FCF/Share Rising Fast.
Jul 16, 2024 • Lorenzo Bastianelli
Plejd: The $AAPL of Electricians
Jul 11, 2024 • Eric Santa, CFA
Zoom: The Forgotten Innovator.
May 19, 2024 • Antonio Linares and Eric Santa, CFA
Archive of Articles
AMD: Disrupting Nvidia
Oct 29, 2022 • Antonio LinaresPalantir: The Most Important Company in the West
Mar 10, 2022 • Antonio LinaresIREN: Tesla's Playbook Applied to Datacenters.
Jul 2, 2025 • Antonio LinaresOscar Health: ~20X Upside, If Republicans Stay Aligned with Their Voters.
Jun 18, 2025 • Antonio LinaresIREN: The Tesla of Datacenters in the Making.
Sep 24, 2025 • Antonio LinaresAMD: The Path to Victory Continues.
Aug 6, 2025 • Antonio LinaresTilt: A Cultural Masterpiece
Feb 28, 2023 • Antonio Linares
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