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▶ 0:09 · $PATH · “Is This the Next Palantir? The Signs Are Getting Hard to Ignore…”
episode briefing
Antonio Linares

“Is This the Next Palantir? The Signs Are Getting Hard to Ignore…”

2025-12-10 · 2 company · 4 thematic
sentiment
2 bull0 bear0 neu
speakers
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
“One, the number of customers leveraging Agentic Workloads and Meestro, which is the platform to orchestrate various agents that UiPath recently released, is up 2x quarter over quarter. So that's tremendous acceleration. Secondly, UiPath is…”
—antonio linares
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