The Secret Tech Shift That Will Kill 90% of Software Companies

2026-02-17 · 6 company · 3 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

“Now, I have a massive position in this company. It's obviously gotten bigger after a 5x return since and that's with everyone vomiting now and stuff. To me the fair value of of this stock today is more like around $1,000 and I think we see…”

—antonio linares

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