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▶ 1:00 · $RBLX · This Platform Is Growing Faster Than Anyone Expected
episode briefing
Antonio Linares

This Platform Is Growing Faster Than Anyone Expected

2025-12-12 · 1 company · 3 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
“Roblox now accounts for 3.2% of the global gaming market. That's huge. Obviously, for two reasons. One, in the absolute sense, that's a very big business. 3% of a market globally is massive. And obviously, these guys are not stopping there…”
—antonio linares
now playing · $RBLX
$RBLX···bullish· high· posantonio linares
Roblox positioned to capture 10-15% of global gaming market within 5 years
Roblox has achieved 3.2% of global gaming market with strong momentum: two-thirds of daily active users now over age 13, discovery improving (engagement outside top 10 experiences…