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▶ 0:00 · AI Agents · Agentic AI economy inflection: profitable tokens drive exponential compute demand
episode briefing
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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8 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.

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