The AI Stock Collapse Will Make Billionaires.

2026-02-12 · 3 company · 1 thematic

sentiment

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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

“I've been telling everyone for the past 5 years that Palanteer was a singularity scaler. Trillion dollar company in the making. I kept repeating. Now we're actually halfway through. And what's happening at Palanteer is that it's growing fa…”

—antonio linares

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Linares cites Carvana as prior singularity asymmetry example: 98% drop then 80x recovery

Carvana demonstrated the singularity asymmetry pattern with a 98% peak-to-trough decline followed by an 80x recovery, validating the model of exponentially improving fundamentals…