▶ 5:03 · $AMD · Linares long AMD since $4.20, cites Costco-algorithm flywheel accelerated by AI

episode briefing

my next palantir at $7

2026-07-27 · 3 company · 5 thematic

sentiment

3 bull0 bear0 neu

speakers

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

“As many of you know, I've been long AMD since $4.2 per share. But you can evaluate me on how AMD has done since I started talking publicly about it. I've been criticized so much with AMD and Palanteer, but both have done very well... I'm v…”

—antonio linares

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