Something Big is Happening At This Company...

2026-01-20 · 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

“Now the hallmark of that sort of operational blueprint is on the one hand revenue that rises exponentially with capital requirements that are relatively small in context and with a rising return on invested capital. So this line here is Kr…”

—antonio linares

now playing · $KRKNF

$KRKNF···bullish· mediumantonio linares

Kraken Robotics executes Tesla algorithm for ocean digital twin via batteries, sensors, AUVs

Kraken applies the Tesla algorithm to ocean autonomy: exponentially rising revenue with relatively small capital needs, rising ROIC, successful M&A integration (3D at Depth, PanGe…

$3D-AT-DEPTHbullish· mediumantonio linares

3D at Depth acquisition gives Kraken digital twin capabilities with 85% service revenue growth

3D at Depth brought fundamental digital twin capabilities to Kraken; management's successful M&A track record suggests high integration odds. Since integration, service revenue gr…