Archive - Investment Ideas by Antonio

July 2025

Spotify: Positioned for a Massive Acceleration.

Q2 2025 ER Digest

Jul 30 •

Antonio Linares

Zeta: Singularity Scaler or Smoke Machine?

Jul 21 •

Antonio Linares

Wise: The Costco Algorithm Applied to Finance.

New conviction. Q4 2025 ER digest.

Jul 20 •

Antonio Linares

Nebius: From Zero to 90mW in One Year.

Jul 16 •

Antonio Linares

DAUs and Dollars: Snap’s Quiet Revival.

Jul 12 •

Antonio Linares

IREN: Tesla's Playbook Applied to Datacenters.

Jul 2 •

Antonio Linares

June 2025

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

Jun 18 •

Antonio Linares

Lemonade: The Spotify of Insurance?

Jun 5 •

Antonio Linares

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts