Sitemap - 2023 - Investment Ideas by Antonio
Duolingo: The Internet's University.
Uber: From Charity to Cash Machine
GoPro: The Turnaround Continues
Palantir: Emerging As a Platform
AMD: Disrupting Nvidia, Part 2
Amazon: The Cash Printer is Back On
Block: Great Potential, No Clarity
Blackberry: Powering 235M Cars
Hims: Has Evolved into An Optimization Machine
GitLab: Palantir But For Software Development
Roblox: Meta´s Younger Sibling.
Teladoc´s Progress YoY is Disappointing.
UIPath: Palantir Has Competition
How LLMs are Changing Computing
Nvidia: The Next Inflection Point
Netflix: Not A Streaming Company
Microsoft: A Cultural Masterpiece
Tesla: Unlocking the Age of Abundance
Spotify: the Google of Audio in the Making