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▶ 3:30 · $TSLA · How I Invested in Palantir, AMD and Tesla Early
episode briefing
Antonio Linares

How I Invested in Palantir, AMD and Tesla Early

2026-01-28 · 6 company · 4 thematic
sentiment
6 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
“The most striking one is in the absolute sense obviously Tesla. Then here you have AMD with a little bit of a cyclical component. You can see how the narratives broadly track free cash flow production. So here down here people were saying…”
—antonio linares
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