Antonio Linares@alc2022My plan for now is to hold $AMD I think it’s going much higher
Antonio Linares@alc2022Should I sell my 152X $AMD position and put it all into $IREN
Oct 7Long AMD
Antonio Linares@alc2022My plan for now is to hold $AMD I think it’s going much higher
Antonio Linares@alc2022Should I sell my 152X $AMD position and put it all into $IREN
Antonio Linares@alc2022My portfolio has 3 layers of asymmetry: 1. $TSLA $SPOT $PLTR $AMD already paid off big. I believe they keep compounding. 2. $HIMS $DUOL the next wave. 3. $IBRX $NAUT the earliest bets, highest risk bets. Each layer is a “delta hedge” for the next. Proven winners give me
Antonio Linares@alc2022My long term $NAUT price target is $100
Antonio Linares@alc2022I honestly think $640 for $AMD today is peanuts This is very 2022 The fair price is way over $1000
Antonio Linares@alc2022$NAUT trades for ~$200M. I think it's worth billions. ↓ It runs out of money: I lose 1x. ↑ It owns the read layer for all of biology: I make 100x-1000x. AI<>Biology will drive most stock market returns for decades. All of it runs through the proteome. Only $NAUT can read it.
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