History is About to Be Made (Emergency Update)

2026-02-19 · 1 company · 2 thematic

sentiment

1 bull0 bear0 neu

speakers

antonio linares

Antonio Linares runs a concentrated six-stock portfolio plus micro investments, focusing on 'singularity scalers' — companies with proprietary data moats that compound value via AI scaling laws. He bought Palantir at ~$7, held through 2022-2024 drawdowns, and teaches a course on modern value creation processes. His framework emphasizes betting early on extraordinary companies, holding forever, and learning from concentrated mistakes.

quote

“So, basically, the bottom line is, as the white paper shows, proprietary data plus generic model is always going to deliver more value per token than just generic model. So, that's why I'm so comfortable betting on this thing. As I told yo…”

—antonio linares

now playing · $DUOL

$DUOL···bullish· high· posantonio linares

Linares doubles down on Duolingo: proprietary data + AI creates durable moat in language learning

Duolingo's exhaustive proprietary data on learner behavior, combined with frontier AI models, creates a compounding advantage that generic models cannot replicate; the white paper…