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 | Twice weekly |
|---|---|---|---|---|---|
| Issues | 341 | Founded | 5 years ago | Last Issue | 6 days ago |
| Active | |||||
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antoniolinares.substack.comLatest Issues
All Roads Lead to Nautilus Biotechnology
This is an update of my original Nautilus deep dive and Q2 2026 ER digest.
The intersection of AI and Biology will drive some of the largest stock-market returns of the next few decades.
And that intersection runs through the p...
Life Extension per Token
This piece updates my deep dives on Recursion, Tempus and Nautilus following their Q2 2026 results.
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My core prediction for the next decade remains that biology will deliver most of the returns in the stock market, primarily by exten...
Nautilus: Tesla for Proteomics.
This is an update of my original Nautilus deep dive.
A machine that prints proteome reads at falling cost, compounding toward a digital twin that makes disease solvable.
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While the intersection of AI and biology will create va...
Abcellera, AST Spacemobile and RocketLab Q2 2026 ER Digest
I’m now up 145X on my original AMD investment and the stock is up 10X since I published my original deep dive, in which I argued that AMD’s real advantage was not any single chip, but a modular computing architecture capable of compounding...
IREN: The Asymmetry Widens
This is an update of my original IREN deep dive and Q1 FY2026 ER Digest.
IREN’s market cap has nearly halved while the datacenter printing machine has only gotten better.
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The market is mistaking a deliberate transition for str...
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