Read Antonio Linares original Deep Dive on HIMSInvestment Ideas by Antonio For Hims: 100X Potential No time to read the deep dive? Watch for free on Spotify or YouTube… Read more a year ago · 51 likes · Antonio Linares And his updated Deep DiveInvestment Ideas by Antonio Hims: A $400B Company in the Making. Read more 6 months ago · 26 likes · 3 comments · Antonio LinaresTL:DRSubscriber Growth & Retention - Subscribers reached 2.4 million at the end of Q1 2025, up 38% year-over-year from 1.7 m...

Read Antonio Linares original Deep Dive on HIMSInvestment Ideas by Antonio For Hims: 100X Potential No time to read the deep dive? Watch for free on Spotify or YouTube… Read more a year ago · 51 likes · Antonio Linares And his updated Deep DiveInvestment Ideas by Antonio Hims: A $400B Company in the Making. Read more 6 months ago · 26 likes · 3 comments · Antonio LinaresTL:DRSubscriber Growth & Retention - Subscribers reached 2.4 million at the end of Q1 2025, up 38% year-over-year from 1.7 m...

Headline Results: Record Revenue, Strong Profit, and a Dividend Spruce-Up Apple’s Q2 2025 delivered a classic performance: revenue reached $95.4 billion, a 5% year-over-year increase, and net income rose to $24.8 billion, up 4.8%. Earnings per share (EPS) hit a March quarter record of $1.65, up 8%-handily beating analyst estimates, who were expecting $1.63 per share and $94.68 billion in revenue. The board, not content with mere applause, raised the quarterly dividend by 4% to $0.26 and autho...

Headline Results: Record Revenue, Strong Profit, and a Dividend Spruce-Up Apple’s Q2 2025 delivered a classic performance: revenue reached $95.4 billion, a 5% year-over-year increase, and net income rose to $24.8 billion, up 4.8%. Earnings per share (EPS) hit a March quarter record of $1.65, up 8%-handily beating analyst estimates, who were expecting $1.63 per share and $94.68 billion in revenue. The board, not content with mere applause, raised the quarterly dividend by 4% to $0.26 and autho...

Imagine if Facebook didn't own your photos, if Google didn't control your search history, and if you could truly own digital items the same way you own physical possessions. This is the promise of Web3 - a revolutionary vision for a new internet that could fundamentally change how we interact online. But what exactly is Web3, and why is everyone from Silicon Valley venture capitalists to cryptocurrency enthusiasts talking about itUnderstanding the Internet's Evolution:To grasp ...

Imagine if Facebook didn't own your photos, if Google didn't control your search history, and if you could truly own digital items the same way you own physical possessions. This is the promise of Web3 - a revolutionary vision for a new internet that could fundamentally change how we interact online. But what exactly is Web3, and why is everyone from Silicon Valley venture capitalists to cryptocurrency enthusiasts talking about itUnderstanding the Internet's Evolution:To grasp ...

Read my thesis on AI In Drug Discovery Read my Deep Dive on Recursion Pharmaceuticals Read my Deep Dive on Recursion OS This quarter’s earnings reveal a company that has tightened its focus, streamlined its portfolio and fortified its bank account, all while continuing to invest in its ever-learning drug discovery engine. As CEO Chris Gibson put it, Recursion is“running this critical experiment for the biopharma industry…to build the first great TechBio company”See Q1-2025 (L)Earnings Call:TL...

Read my thesis on AI In Drug Discovery Read my Deep Dive on Recursion Pharmaceuticals Read my Deep Dive on Recursion OS This quarter’s earnings reveal a company that has tightened its focus, streamlined its portfolio and fortified its bank account, all while continuing to invest in its ever-learning drug discovery engine. As CEO Chris Gibson put it, Recursion is“running this critical experiment for the biopharma industry…to build the first great TechBio company”See Q1-2025 (L)Earnings Call:TL...

Read my Deep Dive here -Financial Performance: From Red Ink to Black Gold Q1 2025 earnings read like a redemption arc for a fintech protagonist once written off by Wall Street’s sceptics. The company posted record revenues of $618 million, up 40% year-over-year, while net income swung to a tidy $157 million-a stark contrast to the $511 million loss in Q1 2024. Adjusted EBITDA more than doubled to $247 million, with margins expanding to 40%, a 14-point leap that would make even the most jaded ...

Read my Deep Dive here -Financial Performance: From Red Ink to Black Gold Q1 2025 earnings read like a redemption arc for a fintech protagonist once written off by Wall Street’s sceptics. The company posted record revenues of $618 million, up 40% year-over-year, while net income swung to a tidy $157 million-a stark contrast to the $511 million loss in Q1 2024. Adjusted EBITDA more than doubled to $247 million, with margins expanding to 40%, a 14-point leap that would make even the most jaded ...

Amazon’s Q1 2025: A Financial Blockbuster (With a Sequel Pending) Amazon’s first quarter of 2025 reads like a Hollywood script: a strong opening, a few plot twists, and a cliffhanger that left investors clutching their popcorn. The company delivered robust results, outpacing analyst expectations on both earnings and revenue, but followed up with a more restrained outlook for the rest of the year-a move that sent the stock price tumbling faster than a drone-delivered parcel in a windstorm. Let...

Amazon’s Q1 2025: A Financial Blockbuster (With a Sequel Pending) Amazon’s first quarter of 2025 reads like a Hollywood script: a strong opening, a few plot twists, and a cliffhanger that left investors clutching their popcorn. The company delivered robust results, outpacing analyst expectations on both earnings and revenue, but followed up with a more restrained outlook for the rest of the year-a move that sent the stock price tumbling faster than a drone-delivered parcel in a windstorm. Let...

Read Antonio Linares’ Meta Deep Dive here -Investment Ideas by Antonio Meta: Investing for An Exponential Future set off my contrarian alarm, so here is a deep dive on the company. Enjoy… Read more 2 years ago · 44 likes · 9 comments · Antonio LinaresFinancial Performance: When 16% Growth Feels… Normal Meta’s Q1 2025 results read like a script from a Silicon Valley sequel: revenue up 16% year-over-year to $42.3 billion, net income soaring 35% to $16.6 billion, and diluted EPS hitting $6.43. E...

Read Antonio Linares’ Meta Deep Dive here -Investment Ideas by Antonio Meta: Investing for An Exponential Future set off my contrarian alarm, so here is a deep dive on the company. Enjoy… Read more 2 years ago · 44 likes · 9 comments · Antonio LinaresFinancial Performance: When 16% Growth Feels… Normal Meta’s Q1 2025 results read like a script from a Silicon Valley sequel: revenue up 16% year-over-year to $42.3 billion, net income soaring 35% to $16.6 billion, and diluted EPS hitting $6.43. E...

The first weeks of April 2025 felt charged with anticipation. The crypto market, always volatile, had been especially turbulent since the turn of the year. Bitcoin and Ethereum prices had swung sharply, and the regulatory environment-never far from the headlines-was shifting, with both breakthroughs and setbacks for the industry. For Coinbase, the bellwether of listed crypto companies, these crosscurrents set the stage for a pivotal earnings season. As a retail investor, my own journey with C...

The first weeks of April 2025 felt charged with anticipation. The crypto market, always volatile, had been especially turbulent since the turn of the year. Bitcoin and Ethereum prices had swung sharply, and the regulatory environment-never far from the headlines-was shifting, with both breakthroughs and setbacks for the industry. For Coinbase, the bellwether of listed crypto companies, these crosscurrents set the stage for a pivotal earnings season. As a retail investor, my own journey with C...

I am long Coinbase (NASDAQ: COIN) — Having spent countless hours poring over financial statements, scrutinising management decisions, studying macroeconomic trends and modelling various market scenarios, I've developed a high-conviction thesis: Coinbase could deliver 10x growth by 2030. Coinbase’s strategic positioning at the intersection of traditional finance and the emerging cryptoeconomy, combined with its proactive approach to regulation and technological innovation, creates a credi...

I am long Coinbase (NASDAQ: COIN) — Having spent countless hours poring over financial statements, scrutinising management decisions, studying macroeconomic trends and modelling various market scenarios, I've developed a high-conviction thesis: Coinbase could deliver 10x growth by 2030. Coinbase’s strategic positioning at the intersection of traditional finance and the emerging cryptoeconomy, combined with its proactive approach to regulation and technological innovation, creates a credi...

The stakes? A system that could slash drug development costs by 70% and timelines by 50%. For investors, it’s a binary proposition: either Recursion OS becomes the AWS of biopharma, or it’s a cautionary tale of ambition over execution. But in a world desperate for Alzheimer’s cures and cancer breakthroughs, betting on the platform that turns cells into code feels less like speculation and more like destiny. As the British would say: “Fortune favours the bold. And the adequately capitalised.” ...

The stakes? A system that could slash drug development costs by 70% and timelines by 50%. For investors, it’s a binary proposition: either Recursion OS becomes the AWS of biopharma, or it’s a cautionary tale of ambition over execution. But in a world desperate for Alzheimer’s cures and cancer breakthroughs, betting on the platform that turns cells into code feels less like speculation and more like destiny. As the British would say: “Fortune favours the bold. And the adequately capitalised.” ...