Antonio Linares
@alc2022
100x investor, bio/acc. do your own research. Early $AMD, $TSLA, $PLTR, $SPOT, $HIMS, $DUOL, $IBRX, $NAUT.
Joined November 2020
402 Following 163K Followers
AI CapEx is big, but the optionality of the platforms that CapEx is building are unlike anything we’ve seen before
$AMZN and $META can do unlimited things with their excess compute, all at a high margin because intelligence commands a premium
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