Antonio Linares
Selling Palantir And Going ALL IN on IREN?
9/30/2025, 1:44:39 PM
Economic Summary
- Palantir (PLTR) has performed extremely well—up roughly 25x—leaving the speaker with a position worth over $2M (nearly $3M) and prompting consideration of taking profits and reallocating into other assets like iron.
- Despite contemplating selling some PLTR, the speaker remains very bullish on Palantir long term, arguing that the current pace of innovation creates opportunities with one to two orders of magnitude more upside than existing winners.
- The speaker explicitly states they are not bullish on Bitcoin (BTC) and frames profit-taking and rotation as a deliberate strategy rather than neglecting better long-term opportunities.
Bullish
- Very bullish long term on Palantir (PLTR).
- Close to unlocking conviction on iron as an investment.
Bearish
- Not bullish on Bitcoin.
- Considering liquidating big winners and rotating into other assets, signaling risk to holding through profit-taking.
Bullish tickers
PLTRIRON
Bearish tickers
BTC
PLTR
Bullish
Speaker is very bullish long term on Palantir despite contemplating partial liquidation for diversification.
Bearish
Considering liquidating some of a very large, highly appreciated PLTR position to redeploy capital elsewhere.
BTC
Bearish
Speaker is not bullish on Bitcoin.
IRON
Bullish
Speaker is nearly 90% convinced and interested in allocating proceeds from winners into iron as an investment.
People mentioned
Warren Buffett