"Michael Burry is WRONG About AI Stocks"

2025-11-10 · 6 company · 4 thematic

sentiment

6 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'm long Mark Zuckerberg's capital allocation framework. And I'm short the emotional reaction of retail investors... Zuckerberg is the best probably he's probably the best AI capital allocator worldwide.”

—antonio linares

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