▶ 0:52 · $PLTR · Linares holds Palantir from $7, sees free cash flow per share accelerating

episode briefing

bigger than amd at $4.2 and palantir at $7

2026-07-20 · 6 company · 7 thematic

sentiment

5 bull0 bear1 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

“Same thing with Palanteer. I have been public in this thesis right from day one. I went long palenteer at $7 per share... Palanteer Management talk about ontologies a lot. They basically say their platform is an ontology because it's somet…”

—antonio linares

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▶ 0:52 · $PLTR · Linares holds Palantir from $7, sees free cash flow per share accelerating

episode briefing

Antonio Linares

bigger than amd at $4.2 and palantir at $7

2026-07-20 · 6 company · 7 thematic

sentiment

5 bull0 bear1 neu

speakers

antonio linares

quote

“Same thing with Palanteer. I have been public in this thesis right from day one. I went long palenteer at $7 per share... Palanteer Management talk about ontologies a lot. They basically say their platform is an ontology because it's somet…”

—antonio linares

now playing · $PLTR

$AMD···bullish· high· posantonio linares

Linares holds AMD from $4.20, sees 5-year upside driven by AI scaling

AMD is a singularity scaler whose free cash flow per share will compound in tandem with AI scaling laws; the stock is up 5-6x from lows but has much further to run over the next f…

$PLTR···bullish· high· posantonio linares

Linares holds Palantir from $7, sees free cash flow per share accelerating

Palantir's ontology platform installs an irreplicable data moat into customers, creating a flywheel where more data trains better AI, driving exponential free cash flow per share…

$DUOL···bullish· high· posantonio linares

Duolingo flagged as singularity asymmetry: FCF/share accelerating while stock down 80%

Duolingo owns an irreplicable ontology in language education; its free cash flow per share is growing faster than Palantir or Nvidia, yet the stock is down ~80% from peak, creatin…

$HIMS···bullish· mediumantonio linares

Hims building superhuman health AI with proprietary clinical data moat

Hims is assembling a proprietary clinical and biomarker dataset that enables a superhuman health AI, creating an ontology velocity flywheel in healthcare; the stock is extremely c…

$PLTR···bullish· high· posantonio linares

Linares holds Palantir from $7, sees extreme FCF/share growth from ontology platform

Palantir's ontology platform installs an irreplicable data flywheel into enterprises, enabling AI-driven automation that generates more data, creating a widening moat and exponent…

$NVDA···neutral· lowantonio linares

Nvidia referenced as FCF/share benchmark for Duolingo comparison

Nvidia's free cash flow per share is used as a yardstick to highlight Duolingo's extraordinary FCF yield; no independent thesis on Nvidia is offered in this episode.