TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←
▶ 0:18 · $PLTR · palantir is collapsing and nobody understands why
episode briefing
Antonio Linares

palantir is collapsing and nobody understands why

2026-07-17 · 1 company · 3 thematic
sentiment
1 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
“I'm long Palanteer since $7 per share and as I've said many times, I'm not selling a single share because I believe that long-term the stock is going much much higher. I believe that the AI revolution is going to continue accelerating and…”
—antonio linares
now playing · $PLTR
$PLTR···bullish· high· posantonio linares
Linares holds Palantir since $7: singularity scaler thesis intact despite 30% drawdown
Palantir is a 'singularity scaler' whose free cash flow per share grows exponentially with AI scaling laws via a proprietary data flywheel: digital twin platform verticalizes into…