Not Buying IREN Was a Mistake.

2025-11-03 · 2 company · 3 thematic

sentiment

2 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

“not buying Iron was a mistake of a mission for me for three reasons. One, after Iron's last earnings report, I already clearly saw AI doubling its capabilities every two months, every six months, sorry. And although that presents vast upsi…”

—antonio linares

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▶ 0:06 · $IREN · Not Buying IREN Was a Mistake.

episode briefing

Antonio Linares