Sitemap - 2025 - 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.
Hims Has More Than 100X Potential.
Palantir and Hims Earnings Preview.
Meta: The Asymmetry Factory Continues.
Spotify’s Cash Flow Continues to Soar.
Reviewing the Coscto Algorithm.
Hims is Like Netflix 15 Years Ago.
HelloFresh: The Turnaround Continues.
My Two New Big Bets: Hims and Duolingo.
Answering ALL Your Questions About Hims.
AST Spacemobile Has No Competition.
Singularity Scalers: Creating Generational Wealth in the Age of AI.
Duolingo: Netflix/Spotify 10 Years Ago.
Compounding Thousands Into Millions: The Art of Identifying Winners Early.
Meta is Leading the AI Revolution.
How I Predicted Spotify's "Turnaround."
Amazon's Record Cash Flow and What's Next.
Chegg: Retention Rate Going Up.
Hims: Extraordinary Fundamentals in Q4.
Tesla and Palantir Will Become Competitors.
AMD’s Stealth $200B AI Business.
Hims and Palantir Are Still Cheap.
Spotify: A 100-Bagger in the Making.
Palantir: The Western Operating System.
AMD is the Next Multi-Trillion $ AI Giant.
How Spotify Has Become a $100B+ Business (And What's Next).
Wise: Taking the Entire $190T International Payments Market.
DeepSeek is Bullish for Palantir, AMD and Nvidia.
IonQ, Duolingo and AAVE Deep Dives.
What Netflix's 800X Return Teaches Me About Palantir.
Going all in on AMD, Palantir, Hims, Tesla and Spotify.
I Think Hims Will Be a $2,000 Stock by 2030.
AIP is Palantir's Path to $500/share.
AMD is the Best Risk Adjusted AI Pick Right Now.
Meta Goes All-In on AMD's MI300.