▶ 10:46 · $NAUT · went long amd at $4. palantir at $7. this is the next one.

episode briefing

went long amd at $4. palantir at $7. this is the next one.

2026-06-08 · 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

“Nilus biotechnology ticking out which is about reading. What they have is a technology that enables them to map the prote. So a lot of illnesses that today we consider incurable are actually just proteomic dysfunction induced by by a numbe…”

—antonio linares

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