Investment Ideas by Antonio
Antonio LinaresEarly AMD and Tesla investor, with a 2,500% return since 2014. Gain insights into my research process by reading my deep dives. One free deep dive per month. Deep dive updates for paid subscribers only.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 328 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||
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Recursion Pharmaceuticals: The Drug Factory That Designs Itself
This deep dive follows the deployment of the Biology module of my course, in which I teach a first principles framework that enables you to understand biology-based value creation processes.
It sits alongside my other biology deep dives, e...
MiNK Therapeutics: One Cell. Every Disease. The $50M Company Hiding in Plain Sight.
Biology is code.
Peptides are the tip of the spear: they’re a short cut in a deeper value chain.
The body runs on biological code. You can intervene at different depths. Genome editing rewrites the source code. Epigenetic tuning changes w...
Robotaxi, Optimus, and Terafab compound on a cash engine that never slowed.
This is an update of my original Tesla deep dive and Q4 2025 ER digest.
Tesla is at an inflection point and is now positioned to print way more cash.
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Manufacturing efficiency has compounded hard since 2022. The chart below sho...
Nvidia: The Faith Trade is Over
This is an update of my original Nvidia and AMD deep dive.
Tokens are profitable. The AI ramp just started.
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The key takeaway from this earnings report is that tokens are profitable, according to Jensen. This rewrites the enti...
Palantir: My Next 100 Bagger.
This is an update of my original Palantir deep dive and Q4 2025 ER digest.
Palantir is at an Nvidia-2016 inflection point
Palantir becomes a $20T company.
Exponentials make little sense at the beginning, when progress is scarcely vi...
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