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Investment Ideas by Antonio

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Content

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Surviving the Tariff Wars

April 12, 2025, 1:58 p.m.

No Paywall
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HelloFresh: The Turnaround Continues.

April 9, 2025, 4 p.m.

No Paywall
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RocketLab's Latest Move.

April 3, 2025, 2:21 p.m.

No Paywall
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My Two New Big Bets: Hims and Duolingo.

April 1, 2025, 2:49 p.m.

No Paywall
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Answering ALL Your Questions About Hims.

March 27, 2025, 3:26 p.m.

No Paywall
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AST Spacemobile Has No Competition.

March 25, 2025, 2:30 p.m.

No Paywall
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Singularity Scalers: Creating Generational Wealth in the Age of AI.

March 20, 2025, 3:40 p.m.

No Paywall
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Duolingo: Netflix/Spotify 10 Years Ago.

March 18, 2025, 6:24 p.m.

No Paywall
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Compounding Thousands Into Millions: The Art of Identifying Winners Early.

March 12, 2025, 2:10 p.m.

No Paywall
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Meta is Leading the AI Revolution.

March 10, 2025, 5:13 p.m.

No Paywall
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How I Predicted Spotify's "Turnaround."

March 7, 2025, 5:29 p.m.

No Paywall
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Amazon's Record Cash Flow and What's Next.

March 5, 2025, 2:21 p.m.

No Paywall
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The AI Bull Market Continues

March 4, 2025, 4:20 p.m.

No Paywall
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Chegg: Retention Rate Going Up.

Feb. 28, 2025, 11:34 a.m.

No Paywall
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Hims: Extraordinary Fundamentals in Q4.

Feb. 26, 2025, 4:25 p.m.

No Paywall
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What Happened to Nike?

Feb. 25, 2025, 10:34 a.m.

No Paywall
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Tesla and Palantir Will Become Competitors.

Feb. 20, 2025, 11:56 a.m.

No Paywall
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AMD’s Stealth $200B AI Business.

Feb. 19, 2025, 1:01 p.m.

No Paywall
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Hims and Palantir Are Still Cheap.

Feb. 18, 2025, 11:31 a.m.

No Paywall
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Spotify: A 100-Bagger in the Making.

Feb. 14, 2025, 3:02 p.m.

No Paywall
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Palantir: The Western Operating System.

Feb. 13, 2025, 4:13 p.m.

No Paywall
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AMD is the Next Multi-Trillion $ AI Giant.

Feb. 12, 2025, 12:52 p.m.

No Paywall
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How Spotify Has Become a $100B+ Business (And What's Next).

Jan. 31, 2025, 12:59 p.m.

No Paywall
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Wise: Taking the Entire $190T International Payments Market.

Jan. 30, 2025, 3:02 p.m.

No Paywall
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DeepSeek is Bullish for Palantir, AMD and Nvidia.

Jan. 28, 2025, 12:32 p.m.

No Paywall