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▶ 0:11 · $PLTR · $AMD · this is bigger that palantir at $7
episode briefing
Antonio Linares

this is bigger that palantir at $7

2026-05-01 · 3 company · 4 thematic
sentiment
3 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
“I told everyone in 2022 Palantir was the most important company in the West. I went long Palantir at $7.”
—antonio linares
now playing · $PLTR · $AMD
$PLTR···bullish· high· posantonio linares
Linares calls Palantir most important Western company, went long at $7
Palantir's ontology platform systematically captures enterprise data to enable AI integration, creating compounding data advantages through ontology velocity.
$AMD···bullish· medium· posantonio linares
Linares went long AMD at $4.20 in 2014 on compute thesis
Anticipated massive growth in compute demand years before the AI boom, positioning AMD as a key beneficiary.
$LGVN···bullish· mediumantonio linares
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