Antonio Linares(@alc2022) 's Twitter Profileg
Antonio Linares

@alc2022

Early $AMD, $TSLA, $PLTR, $SPOT and $HIMS investor. Join 7,500+ deep thinkers. This is my only account.

ID:1329828490737233921

linkhttps://www.investmentideas.io/p/positioned-to-become calendar_today20-11-2020 16:46:55

19,9K Tweets

19,9K Followers

186 Following

Antonio Linares(@alc2022) 's Twitter Profile Photo

Some predictions:

1. $MSFT's AI Copilots will transform into an essential daily tool for everyone.
2. $PLTR will become the platform in which folks build companies on first.
3. $AMD is set to shake up $NVDA, leveraging a ten-year lead in chiplets that Nvidia will inevitably…

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Antonio Linares(@alc2022) 's Twitter Profile Photo

Some predictions:

1. $MSFT's AI Copilots will transform into an essential daily tool for everyone.
2. $PLTR will become the platform in which folks build companies on first.
3. $AMD is set to shake up $NVDA, leveraging a ten-year lead in chiplets that Nvidia will inevitably…

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Antonio Linares(@alc2022) 's Twitter Profile Photo

The world’s dictators have seen our weakness, evidenced by the collective stupidity in/since 2020, and now the bill is coming due.

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Antonio Linares(@alc2022) 's Twitter Profile Photo

I think $AMD's stock will climb to over $600 per share, driven by a product roadmap that is widely misunderstood.

Right now, the tech world is all about AI, mostly selling GPUs. But AMD has a special advantage because all parts of its business help spread its main AI tech.…

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Antonio Linares(@alc2022) 's Twitter Profile Photo

$CRWD is one of the companies that is best positioned to benefit from the rise of AI.

As it continues harvesting more data, it will be exponentially harder for competitors to catch up.

$CRWD's moat is getting stronger every quarter, driven by the following dynamics:

1.…

$CRWD is one of the companies that is best positioned to benefit from the rise of AI. As it continues harvesting more data, it will be exponentially harder for competitors to catch up. $CRWD's moat is getting stronger every quarter, driven by the following dynamics: 1.…
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Dimensionality(@NameGeneric55) 's Twitter Profile Photo

Antonio Linares I’m doing exactly that. Taken a break from work and embedding LLMs/GANs in different applications. Reading on architecture. Attention is all you need. Wink wink

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Antonio Linares(@alc2022) 's Twitter Profile Photo

AI is going to be huge. These are the companies that I think will benefit most from AI and why:

( $NVDA, $AMD, $CRWD, $PLTR, $AMZN, $SPOT, $RBLX, $PATH)

1. $NVDA: with a thus far unrivaled lineup of GPUs, combined with a strong software ecosystem, $NVDA is currently the world's…

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Antonio Linares(@alc2022) 's Twitter Profile Photo

I’m a tennis addict. Been playing with the same rackets long before I invested in $AMD.

Old school but new 👇

I’m a tennis addict. Been playing with the same rackets long before I invested in $AMD. Old school but new 👇
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Antonio Linares(@alc2022) 's Twitter Profile Photo

Just because $AMZN, $AAPL or $META compete or may soon compete with a business it doesn’t automatically mean that the business in question is dead.

You have to dig a bit deeper to understand the situation. If the smaller business has an exceptional focus on its end customer,…

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