Antonio Linares

Why Value Investors Stay Poor.

Name: Why Value Investors Stay Poor.
Uploaded: 2025-11-05T14:08:06Z
Description: In this video, Antonio Linares discusses the rapid advancement of AI capabilities, which are doubling every six months and significantly impacting the earning power of companies like AMD and Palantir. He contrasts the clear-cut fundamentals of these companies with the complexities of human psycholog

11/5/2025, 2:08:06 PM

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Economic Summary

AI capabilities are said to be doubling roughly every six months; this rapid scaling is described as the main driver of earnings power for AMD (AMD) and Palantir (PLTR), implying accelerating revenue and profit potential if the trend continues.
The fundamentals for AI-exposed firms are characterized as 'black and white' and very strong, but investor sentiment has turned pessimistic, resembling 2022 levels, which may create mispricings or volatility.
Speaker adopts a contrarian view: if AI scaling laws persist, companies like AMD and PLTR could see dramatically higher valuations, while near-term psychology-driven skepticism may mask longer-term upside.

Bullish

AI capabilities doubling every six months boost earnings for AMD and Palantir.
Persistent AI scaling laws could make AMD and Palantir far more valuable.

Bearish

Investor psychology fosters pessimism despite strong fundamentals.
Fundamentals seeming 'too good to be true' prompts skepticism and defensive investing.

Bullish tickers

AMDPLTR

AMD

Bullish

Rapid AI capability scaling is driving AMD's earnings power, potentially making the company dramatically more valuable if trends persist.

Bearish

Investor skepticism and psychology could limit near-term upside; if AI scaling falters, expected earnings growth may disappoint.

PLTR

Bullish

Palantir's earnings power is tied to accelerating AI capabilities; persistent AI scaling could unlock substantial long-term upside.

Bearish

Market pessimism and defensive sentiment could suppress PLTR's near-term gains; reliance on continued AI momentum is a risk.