▶ 10:20 · $XMTR · Harrison sees Xometry's manufacturing marketplace flywheel inflecting with AI and reshoring tailwinds

episode briefing

Nuclear Energy, US Manufacturing and Building Conviction w/Harrison

2026-01-22 · 7 company · 6 thematic

sentiment

7 bull0 bear0 neu

speakers

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, this one I'd love your thoughts on it as well. And I know kind of in our in our community thread. I think it's Santiago had some interesting feedback as an engineer, but essentially it's a it's a platform model. So marketplace for on…”

—harrison

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