▶ 0:12 · $AMD · Nvidia and AMD Just Did the Unthinkable: A Massive Event is Coming in 2026.

episode briefing

Nvidia and AMD Just Did the Unthinkable: A Massive Event is Coming in 2026.

2026-02-26 · 8 company · 4 thematic

sentiment

8 bull0 bear0 neu

speakers

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

“Lisa Su has been saying the same thing. Lisa Su, AMD CEO. And that's that since around two or three months ago tokens are now profitable and we have agentic systems creating any number of agents themselves which are using exponentially mor…”

—antonio linares

now playing · $AMD

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Palantir is the primary singularity scalar: exponential revenue, expanding margins, and proprietary data moat

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Nvidia positioned for trillion-dollar capex cycle as agentic AI tokens become profitable

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Duolingo tracking as singularity scalar with language learning data moat ahead of earnings

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Tesla identified as a singularity scalar with proprietary data moat for agentic AI

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Spotify identified as a singularity scalar with proprietary user preference data

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AbCellera potential 2026 inflection from OX40 ligand drug approval and AI molecule synthesis platform

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