$DEEP-VISION · Nuclear Energy, US Manufacturing and Building Conviction w/Harrison

episode briefing

extracted intelligence

Antonio Linares

Nuclear Energy, US Manufacturing and Building Conviction w/Harrison

2026-01-22 · 7 company · 6 thematic

sentiment

7 bull0 bear0 neu

speakers

harrison

Community member and course graduate who publishes deep-dive research on Substack. Has completed 16 deep dives focusing on principles-based investing in platform models, nuclear energy, and advanced manufacturing. Emphasizes systematic conviction-building through repeated analysis and 'Christian style' stress-testing of theses.

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

“Yeah, I mean I think Deep Vision it was an unusual one for me. Probably still is unusual. It's not yet publicly listed. Um they filed in September so I think you know hopefully you know next couple months here but I think it's one of these…”

—harrison

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