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▶ 0:03 · $ASTS · "ASTS Matters More to Physical AI Than Nvidia (And Nobody’s Watching)”
episode briefing
Antonio Linares

"ASTS Matters More to Physical AI Than Nvidia (And Nobody’s Watching)”

2025-12-17 · 1 company · 2 thematic
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1 bull0 bear0 neu
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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
“I believe a Space Mobile is increasingly positioned to become as important or even more than chip providers like AMD and Nvidia when it comes to powering the physical AI market which I believe is soon going to be one of the largest markets…”
—antonio linares
now playing · $ASTS
$ASTS···bullish· mediumantonio linares
AST SpaceMobile positioned as critical infrastructure for physical AI with Tesla-like manufacturing scale thesis
AST SpaceMobile's software-defined phased array satellites act as personalized spectrum factories for edge AI, with manufacturing costs stabilizing at $21-24M per satellite and 6…