How I Invested in Palantir, AMD and Tesla Early

2026-01-28 · 6 company · 4 thematic

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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.

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“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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