"Amazon, Palantir and Duolingo Stock Will Make MILLIONAIRES"

2025-10-31 · 3 company · 3 thematic

sentiment

3 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

“Amazon customers are 60% more likely to buy something when using Rufus, which is Amazon's AI shopping assistant. Rufus daily active users came in at 250 million now... interactions are up 210% year-over-year. AI is actually accelerating va…”

—antonio linares

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