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

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Antonio Linares

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

2026-02-26 · 8 company · 4 thematic

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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

“If you look at Palantir's latest earnings report, it's true that revenue is growing exponentially, margins are going up, so is free cash flow per share even as the company's getting bigger. So what this means actually, well Palantir is jus…”

—antonio linares

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