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Investment Ideas by Antonio

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Sector Tech
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Content

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Investment Ideas by Antonio
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Going all in on AMD, Palantir, Hims, Tesla and Spotify.

Jan. 22, 2025, 6:42 p.m.

No Paywall
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Investment Ideas by Antonio
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I Think Hims Will Be a $2,000 Stock by 2030.

Jan. 21, 2025, 1:47 p.m.

No Paywall
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Investment Ideas by Antonio
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AIP is Palantir's Path to $500/share.

Jan. 17, 2025, 11:13 a.m.

No Paywall
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Investment Ideas by Antonio
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AMD is the Best Risk Adjusted AI Pick Right Now.

Jan. 16, 2025, 10:34 a.m.

No Paywall
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Investment Ideas by Antonio
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Meta Goes All-In on AMD's MI300.

Jan. 14, 2025, 8:49 p.m.

No Paywall
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Investment Ideas by Antonio
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Blackberry: Was Selling a Mistake?

Jan. 12, 2025, 11:54 a.m.

No Paywall
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Investment Ideas by Antonio
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The Useless Nature of the P/E Ratio

Jan. 10, 2025, 10:43 a.m.

No Paywall
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Investment Ideas by Antonio
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Aave

Jan. 9, 2025, 4:25 p.m.

No Paywall
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Investment Ideas by Antonio
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IonQ: Pushing the Quantum Limits.

Jan. 7, 2025, 4:20 p.m.

No Paywall
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Investment Ideas by Antonio
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Duolingo: The Owl's Superpowers

Jan. 7, 2025, 4:05 p.m.

No Paywall
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Investment Ideas by Antonio
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Mongo DB: The Nvidia of AI Databases.

Dec. 20, 2024, 3:42 p.m.

No Paywall
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Investment Ideas by Antonio
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Palantir and Tesla: Redefining the Economy.

Dec. 17, 2024, 3:02 p.m.

No Paywall
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Investment Ideas by Antonio
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Okta: Like Palantir Two Years Ago.

Dec. 14, 2024, 10:53 a.m.

No Paywall
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Investment Ideas by Antonio
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Palantir: 100X Potential. From Here.

Dec. 11, 2024, 11:16 a.m.

No Paywall
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Investment Ideas by Antonio
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Chegg: The Case of its Revival.

Dec. 6, 2024, 11:31 p.m.

No Paywall
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Investment Ideas by Antonio
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Netflix: Why Selling Winners is (Likely) a BIG MISTAKE.

Dec. 4, 2024, 11:19 a.m.

No Paywall
Picture of Investment Ideas by Antonio
Investment Ideas by Antonio
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Rivian: An Operating System.

Nov. 30, 2024, 1:01 a.m.

No Paywall
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Investment Ideas by Antonio
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Duolingo: Disrupting the $7.3T Education Market.

Nov. 27, 2024, 11:35 a.m.

No Paywall
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Investment Ideas by Antonio
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HelloFresh: Turning Around.

Nov. 22, 2024, 7:18 p.m.

No Paywall
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Investment Ideas by Antonio
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It's Hims vs Amazon Now.

Nov. 20, 2024, 1:04 p.m.

No Paywall
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Investment Ideas by Antonio
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Spotify: A 5X Investment (And Counting).

Nov. 15, 2024, 1:19 p.m.

No Paywall
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Investment Ideas by Antonio
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Palantir: Not Selling a Single Share.

Nov. 13, 2024, 12:22 p.m.

No Paywall
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Investment Ideas by Antonio
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Hims: A $400B Company in the Making.

Nov. 8, 2024, 12:28 p.m.

No Paywall
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Investment Ideas by Antonio
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Tesla: It's 2020 Again.

Nov. 6, 2024, 10:29 a.m.

No Paywall
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Investment Ideas by Antonio
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AMD: The Next AI Giant.

Nov. 1, 2024, 8:20 p.m.

No Paywall