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▶ 0:30 · $PLTR · IMPORTANT WARNING: Palantir Just Did the Unthinkable.
episode briefing
Antonio Linares

IMPORTANT WARNING: Palantir Just Did the Unthinkable.

2026-02-18 · 1 company · 2 thematic
sentiment
1 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
“Palantir recently posted their annual report for fiscal year 2025 and single thing stands out which I have been predicting for years. They are now focused on building industry specific operating systems, aka in the case of Palantir, digita…”
—antonio linares
now playing · $PLTR
$PLTR···bullish· high· posantonio linares
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