"This AI Stock Crash is a GIFT": Why I'm Buying the Dip.

Описание: Access my free 30 minute masterclass to learn the mental framework I use to analyse companies and pick winners like Palantir and AMD early: https://investment-ideas-by-antonio.k...
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In this episode of the investing podcast, Antonio Linares discusses the current state of the market amidst AI bubble fears, presenting data that suggests a "buy the dip" opportunity. He delves into Microsoft's Q1 fiscal year 2026 earnings report, highlighting the company's healthy financials, including increased cash flow and reduced debt. Antonio emphasizes the rapid adoption of AI, particularly Microsoft's 365 co-pilot, and the strategic investments in short-duration assets like CPUs and GPUs. He concludes that despite market panic, the fundamentals of AI investments remain strong, and he remains confident in his positions.