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 | 323 | Founded | 5 years ago | Last Issue | 6 days ago |
| Active | |||||
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antoniolinares.substack.comLatest Issues
Hims: Data Wins.
Whoever owns biomarkers owns healthcare.
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A company can outgrow its prior financial mould without outgrowing its value creation process. Hims has done this in Q1 2026 by becoming a two side operating system. The company’s previous...
AMD: The Compute Printer.
This is an update of my original AMD deep dive and Q4 2025 earnings digest.
AMD is my first 100x investment. This is a break down of why I believe it will soon become a 1000X investment and more.
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AMD's free cash flow per shar...
Duolingo: A Costly Narrative.
This is an update of my original Duolingo deep dive and Q4 2025 ER digest.
The narrative is entirely dislocated from Duolingo’s fundamentals and the upside is exponential.
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Duolingo has a 100% track record of improving any metr...
Spotify: Entering the Hyper-Personalisation Era.
This is an update of my Q4 2025 Spotify piece. To understand how the first leg of the thesis developed, you can read this article.
Spotify’s enterprise value is a direct function of its ability to personalise, which is about to go thr...
Nautilus Biotechnology: A Digital Twin of Your Proteome.
Iterative proteoform mapping is on course to become the epicenter of capitalism and human life, like (Palantir’s) digital twins were in 2022. The human body is just an electromagnetic LEGO puzzle, otherwise known as the proteome. Iterative...
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