this changes everything for nvidia, amd, palantir and iren

2026-05-21 · 3 company · 4 thematic

sentiment

3 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

“Tokens are now profitable, agents are profitable. There's no limit to the volume of agents that can and should be produced, and so we've entered a new economic paradigm in which productivity is no longer a function of how many humans you h…”

—antonio linares

now playing · $NVDA

$NVDA···bullish· high· posantonio linares

Nvidia Q1 2027 earnings confirm tokens profitable, compute capacity equals revenue

Nvidia's Q1 2027 results ($82B revenue, $49B FCF) prove tokens and agents are profitable, triggering unlimited demand for compute; physical AI revenue already at $9B+ run rate, an…

$AMD···bullish· high· posantonio linares

AMD positioned to dominate AI at the edge via FPGAs as physical AI scales

Jensen Huang's comment that compute must sit at the edge implicitly confirms the AMD thesis: FPGAs provide circuit-level optimization for diverse, power-constrained edge workloads…

$PLTR···bullish· high· posantonio linares

Palantir's autonomous organization thesis drives vertical FCF growth as agents replace labor

Palantir deploys digital twins to gather enterprise data, enabling AI agents to automate actions — 'boot loading autonomous organization' — replacing human labor with 24/7 digital…

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▶ 0:30 · $NVDA · this changes everything for nvidia, amd, palantir and iren

episode briefing

Antonio Linares