Not Buying IREN Was a Mistake.

2025-11-03 · 2 company · 3 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

“And what I really like about Dualingo is that it's a pure software play. So at the moment the market is relatively pessimistic about it and there are some narratives which uh in my view are highly disconnected from the value creation proce…”

—antonio linares

now playing · $DUOL

$DUOL···bullish· medium· posantonio linares

Host stays long Duolingo: pure software play with zero friction despite market pessimism

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$IREN···bullish· highantonio linares

Host regrets not buying IREN: AI data center leader with century-long runway

AI capabilities doubling every six months creates a structural shortage of energy and data centers; IREN has unique ability to convert capital into data centers with exceptional m…