Investment Ideas by Antonio

IREN: Tesla's Playbook Applied to Datacenters.

Oscar Health: ~20X Upside, If Republicans Stay Aligned with Their Voters.

Lemonade: The Spotify of Insurance?

Abcellera: The Palantir of Biotech in the Making.

Hims vs LifeMD: An In Depth Review.

PBMs Like Cigna are Hims's Life Force

Roblox: Meta's Only Real Competitor.

ASTS Nears Liftoff: Gateway Bookings Signal Rapid Progress.

How Hims Becomes the Most Valuable Subscription on the Planet.

Palantir's Next Inflection Point.

Palantir and Hims Earnings Preview.