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Investment Ideas by Antonio

Business · English

Investment Ideas by Antonio publishes weekly deep dives into biotechnology, semiconductor architecture, and AI infrastructure, specifically analyzing companies like NervGen, Caris Life Sciences, and IREN. The newsletter targets investors seeking detailed technical breakdowns of modular systems, clinical trial mechanisms, and data-driven operational strategies.

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Recent content

Abcellera, AST Spacemobile and RocketLab Q2 2026 ER Digest

4d

IREN: The Asymmetry Widens

10d

The State of the Ontology Velocity

12d

NervGen's Future.

76d

They Were Paralyzed. Then They Joined a Peptide Trial.

79d

Erectile dysfunction is now just a code bug

81d

Caris Life Sciences: the Deepest Data in Oncology

102d

NervGen: Chasing Ozempic for the Nervous System.

104d

Topics

semiconductor architecture biotechnology platforms Satellite communications industrial scaling Stock Market Analysis

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Biotech investors tech investors biotech analysts semiconductor enthusiasts startup founders industrial strategy readers Equity research analysts Venture capitalists

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Recent guests

Daniel Roberts

Co-CEO of IREN discussing the company's blueprint for datacenter construction.

Co-CEO · IREN · 10d