▶ 0:24 · $PLTR · $SPOT · "Value Investors Will Stay Poor": Why They're Wrong About AI Stocks.

episode briefing

"Value Investors Will Stay Poor": Why They're Wrong About AI Stocks.

2025-11-07 · 5 company · 4 thematic

sentiment

4 bull0 bear1 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

“Palanteer's quarterly revenue growth is accelerating. And this is happening as it gets bigger. What we see here is the law of large numbers doesn't apply... quarterly revenue growth came in at 63%. And if you look at the progression and yo…”

—antonio linares

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