Antonio Linares
@alc2022
Early and long term $AMD, $TSLA, $PLTR, $SPOT, $HIMS, $DUOL investor. This is not financial advice and is my ONLY account. Please do your own research.
I’m an early and long term $AMD, $TSLA, $PLTR, $SPOT, $HIMS, $DUOL investor. My incentives on this platform are to make the best investments possible in public, so more people want to buy my course to learn the mental framework behind my picks.
100% of my attention is on getting better at understanding the mechanisms that sustainably increase free cash flow per share. This is the path to wealth, health and happiness.
It does seem to be that every time $HIMS is about to take off, a hit piece arrives
Wow I thought $HIMS shorts had a balanced and interesting perspective
What’s actually happening is that value creation processes have accelerated tremendously in a small % of cases, driven by factors that 90% of investors don’t understand.
Bubbles happen when no one thinks we’re in a bubble. 90% of investors have been saying we’re in a bubble for years now.
Bubbles happen when no one thinks we’re in a bubble. 90% of investors have been saying we’re in a bubble for years now.
One of two things can happen going forward: 1. AI scales as I expect and $PLTR does get 100x bigger. 2. AI stops scaling and $PLTR gets a 90% haircut.
We’re back to stocks now anyway. Lots of winning coming up.
European salaries are abysmal and the price of everything just keeps going up. Europeans cannot afford anything! St. Tropez, Ibiza and Marbella now have an inordinate volume of Lambos that are driven by incredibly tasteless pseudo-criminals.
The average European is getting priced out of everything, so the ambiance in your average European summer hotspot is quickly tracking towards 0. Corrupt money from corrupt countries, with little to no demand elasticity, is overwhelmingly taking over the scene.
Hedonic adaptation is a bottomless pit. As we prosper economically, we must find greater satisfaction in restraint and in striving for higher levels of performance, rather than in indulgence.
"Good evening, deep divers."
New beautiful worlds are still possible
Observers want to understand why my stocks go up. They think it’s because the market is hot. I assure ladies and gentlemen, that stocks merely track free cash flow per share over the long term.
$HIMS shareholders are winning a lot. But there’s much more coming. It will be too much.
Seeing Sydney create shareholder value for a company that’s not $HIMS makes me SICK
This simple trick would increase $HIMS FCF/share too much even for me

What $HIMS shareholders actually want:
If $HIMS signs @TomBrady for the launch of TRT, you better believe the stock will rip +300% in a day. - 47 and shredded - The GOAT of longevity & peak performance - Grown men worship him Touchdown.
Looks like the shorts were right - $HIMS is only up 590% in the past 2 years

I think @alc2022 is by far the best stock picker on X.