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▶ 2:06 · $PLTR · palantir today is like nvidia in 2016
episode briefing
Antonio Linares

palantir today is like nvidia in 2016

2026-05-18 · 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
“Palantir today is like Nvidia in the year 2016. Palantir has a digital twin monopoly. It's only started to scale, has only penetrated 0.01% of the TAM if if at all and most importantly perhaps it accelerates faster as it gets bigger becaus…”
—antonio linares
now playing · $PLTR
$PLTR···bullish· high· posantonio linares
Palantir is a singularity scalar poised to become a $20 trillion company
Palantir's digital twin platform gains value automatically as AI models improve at near-zero marginal cost, creating accelerating free cash flow per share growth driven by ontolog…