bay-ray🤠
@BaileyRChilders
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U.S. Army🇺🇸 $PLTR & $TSLA | Contrarian, Long term investor💰| 23 y/o | OVO🦉Sneakerhead👟2024 Tesla Model 3 owner with FSD🔋
Joined November 2021
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Buying $PLTR as a 20 year old in the Army was the best decision of my life
I just recently turned 23 this month and have been reflecting on my Palantir story after I heard Alex Karp address shareholders after the S&P 500 announcement
“People tend to use the term retail
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$PLTR
Imagine a world where
- September 6th comes and it is announced Palantir will be added to the S&P 500
- We then we roll into the FOMC meeting where we get a rate cut of .25-.50bps on September 18th
- Next, ending the fiscal year where Palantir gets a load of govt
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$PLTR
#palantir
This is going to be a MEGA thread on Palantir Technologies from me
I am not in software engineer or anything of the sort. Just an investor who has spent over 1,000 hours diving into this complex company
My goal here break down simply the alpha I found
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$PLTR $TSLA
This might be the best thing to happen to Palantir stock‼️
Right now you are hearing the name Palantir in everyone’s mouth and seeing Palantir spreading like wildfire across mass amounts of media🔥
Tesla has one of the biggest, if not the biggest community around a
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$PLTR
‼️PALANTIR IS OFFICIALLY IN THE S&P 500‼️
RANKED 129/500 WITH A 0.16% RATING📈
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$PLTR
Tyson Foods reported earnings this morning
They reported:
Revenue of $13.32B vs $13.36B (MISS❌)
EPS of $0.69 vs $0.42 (BEAT✅)
They also use Palantir...
In their 2023 annual report (10-K) it says the following:
"We launched a new productivity program in fiscal
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$HOOD $PLTR
ROBINHOOD BREAKS $25📈
PALANTIR AT $40.70📈
‼️BOTH AT 52WK HIGHS‼️
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@Tesla_Megapack
Tesla energy is the next big growth sector in the business. People don't even know it's coming!
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$PLTR
Palantir will be joining the S&P 500 THIS Friday!
This Friday, June 7th, the announcement of changes in the S&P 500 will be published. Who got kicked out and who got inducted
The changes won't actually take place till June 21st
Obviously we don't know if Palantir is in
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$PLTR
‼️BREAKING‼️ PALANTIR WILL BE JOINING THE S&P 500
Stock up 8%📈
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$PLTR
Hit $43
After hitting $42 today
$50 by Friday or what?😂
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Man I really hate to be that guy but I could see a world where $PLTR hits $100 next year
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$PLTR
‼️BREAKING‼️
PALANTIR BREAKING THE WALL OF $40‼️📈🥳🎉
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$PLTR
Okay how did we miss this
So Palantir has 2.3B shares outstanding and 450M of them were traded on Friday. About 20% of the ENTIRE float
Who is left to sell shares to the institutions on Monday?
They aren’t getting my shares🔒
$PLTR
‼️ LOOK AT THIS INSANE VOMUME‼️
449M of volume vs the average 52M👀
Palantir closed at $37.20 after a huge run into the close
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$PLTR
Like Mark Cuban or not, he is right
Karp has been saying this for YEARS
Everyone else seems to be getting it now as well
Govt spending for AI will MASSIVELY increase through the rest of the decade‼️ and don’t think for a second Palantir won’t get a juicy bite out of
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$PLTR
IMPORTANT RETAIL INVESTORS ARE NOW IN PALANTIR‼️
Dumb Money Live which has over 100k subs on Youtube now owns Palantir after researching it for over 3 years👀
They believe it will 10x within the next 10 years📈
“I HAVE TO OWN IT”
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I calculated it, I am 54% in $PLTR. Second largest position is $TSLA at 26%. 80% of my portfolio is in 2 names
Talk about taking some risk😆
Am I smart or moronic for this decision?😅
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$PLTR
Literally less than a month ago, we were under $30
Now we are testing $40
Momentum is real
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$PLTR
Palantir is DROWNING in cash. How do you think Palantir should utilize their cash moving forward?
Palantir has record cash and cash equivalents equaling $3.9B, most of which in bonds gaining around 5%. Practically no debt
The yield in treasuries is starting to lower just
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What is stopping me from going 100% in Palantir $PLTR at age 22?
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$PLTR
‼️ LOOK AT THIS INSANE VOMUME‼️
449M of volume vs the average 52M👀
Palantir closed at $37.20 after a huge run into the close
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$PLTR
Palantir rips through $39 and makes a new 52wk high📈📈📈
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$PLTR
Today it was announced that Palantir is set to join the S&P 500 this month!
Lets take a step back in order to really appreciate how big it is that Palantir is being added to the S&P 500
In Q2 of 2022 when the stock price was in the single digits, Karp said on the
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$PLTR
$PLTR
‼️BREAKING‼️ PALANTIR WILL BE JOINING THE S&P 500
Stock up 8%📈
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My portfolio is currently:
54% Palantir $PLTR
24% Tesla $TSLA
78% of my portfolio in 2 names😎
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$PLTR
PALANTIR'S BIGGEST MOAT:
One of Palantir's biggest advantage, and one that allowed me to have a very deep level of conviction when investing, is the Impact level 6 ( IL-6) accreditation from the United States Government that Palantir was awarded in 2022
Palantir at the
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$PLTR
Meet Kevin added PLTR in his ETF $PP
Shares: 82,358
Average: $18.83
Cost: $1,550,801
% of portfolio: 4.66%
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This year I will likely be buying a Tesla $TSLA
I sold my car while on deployment and will need a new one when I get back
Thinking either a cash car (around $5,000) or buying and financing a Tesla
I am 22 y/o for context. Should I buy the Tesla or am is it better to invest
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$PLTR
Like I said… govt deals are rolling in at end of fascial year💰
BREAKING: PALANTIR $PLTR WINS A $99M 5-YEAR CONTRACT FOR THE MAVEN SMART SYSTEM AI TOOL.
Palantir won a $99M contract last Friday for User Centered Machine Learning with the Army…
That’s $200M over 5 years, or $40M in top line revenue, generated in the past week.
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@NFL
Cincinnati experienced racism today. My lord I’m tired of the chiefs getting bailed out at any cost
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$PLTR
Just had a 5hr flight where I read Zero to One end to end. As I was listening Thiel talks in Chapter 11 on a company called ‘Box’:
“In 2008, Box had a good way for companies to store their data safely and accessibly in the cloud. But people didn’t know they needed such a
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$PLTR
What is Palantir's Apollo product? This is not a product that is commonly discussed in the community because it is very complex and we just don't know a whole lot
Let's discuss what we do know:
Apollo is a sophisticated software platform developed by Palantir that plays
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$PLTR
From Philosopher to Billionaire: The Enigmatic Life of Palantir's Alex Karp
Karp was born in 1967 (56 y/o) and raised in Philadelphia, Pennsylvania
He grew up in a Jewish family that valued education and intellectualism
Clinical pediatrician father and an African
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$PLTR
Shyam Sankar Q4 2023 earnings call
“The Army is spending a mere 0.015% of its budget on command and control software in FY24”
We are early… even in governments
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$META
Up 315% on my shares in 15 months
Timing and valuations matter
Buying GREAT companies at discounts is a must
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$PLTR
Okay guys… this is huge!
LIKE ACTUALLY HUGE
If S&P inclusion on Friday happens with all of this…
Buckle tf up🚀🚀🚀
$PLTR
OH MY GOODNESS
ONE WEEK AFTER A $480M CONTRACT, PALANTIR ANNOUNCES THEIR 4TH AIPCON
LITERALLY HAPPENING TOMORROW
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$HOOD
‼️BREAKING‼️
Robinhood dropped their APY on uninvested cash from 5% to 4.5%
Vlad moves fast lol
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$PLTR
If you are a Palantir investor and haven’t seen an AIPCON, don’t talk to me✌🏼
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$PLTR
‼️PALANTIR CLOSES AT A 52 WEEK HIGH AT $39.25‼️
MY LIVE REACTION👇🏼
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$PLTR
Mark my words!
Palantir will have a period where they are putting up explosive growth like $NVDA is right now
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$PLTR
Man the bearish noise is loud🗣️📣
My conviction is louder😏🔒
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$SMCI down 60% since it joined the S&P 500
Y’all sure we want in the S&P $PLTR?💀
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$PLTR
HUGE Palantir partnership expansion
This has to be a very high $ amount😏
BREAKING: PALANTIR HAS SIGNED A 5 YEAR EXTENSION WITH ONE OF THEIR EARLIEST COMMERCIAL CLIENTS, BP, TO IMPLEMENT AIP THROUGHOUT THE ENTIRE COMPANY.
On Friday, Palantir $PLTR was awarded a spot into the highly exclusive S&P 500 index, representing the top 500 companies in
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$PLTR
Josh Brown, an active and loved CNBC reporter, and his friend Michael Batnick on Palantir
“It’s data. It’s whatever”
Wall Street doesn’t know about Palantir yet
They know that it’s “AI” but they don’t know the true Alpha that lies in this name
It is NOT too late to
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$PLTR
KEEP THE MF CONTRACTS ROLLING
THIS IS WHY YOU HOLD AND DON’T TRADE COMPANIES LIKE THIS
CONGRATS PALANTIR BULLSSSSSS🎉🥳❤️👀😳
BREAKING: $PLTR Palantir wins a $480M contract for the Maven Smart System prototype from the Army.
The contract runs through 2029, so Palantir will be getting $96M/year from this deal.
At any moment, Palantir can get a deal for half a billion dollars because of how deeply
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$PLTR
A friend sent me this
A 2 year cup and handle is insane!
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$PLTR
A friend sent me this
“As someone who works in healthcare (and recently had a palantir sales call), let me tell you how bad healthcare data is. I can go on for hours on this soapbox but there couldn’t be a better use case for Palantir’s data models than healthcare
Messy,
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$PLTR $TSLA
Check this out!
Shoutout
@Elianoayounes
don’t flame me too hard plz
Shoutout
@DominicRinaldi9
for the recommendation
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$PLTR
Let's Discuss Palantir's Skykit:
Skykit is a hardware toolkit that empowers users in remote locations to leverage satellite data for critical tasks. This portable solution integrates seamlessly with Palantir's software solutions, utilizing a network of commercial
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$PLTR
No words, just one powerful picture that solidified the thesis
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$PLTR
Company culture is a MOAT for Palantir
Palantir's culture is built on a foundation of open discussion and critical analysis. This encourages employees to question the status quo and share their ideas freely. It's all designed to spark innovation and keep every decision
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@Tesla
And Exxon has a better ESG score...
Tesla has also produced more energy than they have consumed from all operations since inception!
Let that sink in
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$HOOD
Robinhood reported Q2 earnings this week and it is one of the most attractive risk/rewards in the market right now‼️
This is the most detailed earnings review I have ever written. WORTH THE READ! If yall like longer in depth content like this, please let me know
Headline
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@SawyerMerritt
Nobody making actuators for this type of robot?
Tesla: no problem, we will make them ourselves😎🤠
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Watching $PLTR normalize $45 and a 100B market cap while driving on FSD $TSLA
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My prediction for $PLTR Q2 earnings:
I strongly think earnings will be very good. In Q2 we got a lot of contracts, including the big Maven ($480m over 5 years) contract
The street is expecting:
Revenue of $652.1M
ESP of $0.08
I can very confidently say that earnings will be
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$PLTR
One of the most compelling commercial partnerships that really helped me realize what can be possible for an entire industry adopting AI is Skywise in partnership with Airbus
Skywise and Airbus are distinct entities with a collaborative relationship. Airbus is a
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@amitisinvesting
HERE IS THE PIC! HELL YEAH AMIT! SO FUCKING PROUD OF YOU! WE ALL ARE! WE ALL LIVE VICARIOUSLY THROUGH YOU
LOVE YOU BROTHER❤️❤️❤️
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$PLTR
The
@CodeStrap411
speaking on Palantir’s MOAT
For so long companies have formed their businesses around software solutions in order to try to drive business value from software
Those days are over!
Through Palantir’s ontology, the software is now built around the
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$PLTR
3 years $250m is a lot. They just reported in Q2 $533m. $250m over 3 years is just under $21m a Q from now till then. Pretty large
They’re literally getting paid for R&D for 3 years. They already do R&D into AI but now they’re getting paid for it😂why would a company be
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@amitisinvesting
Did you tell him to get on X and start posting?
Does he watch Palantir weekly?
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$PLTR
Palantir acquired Exxon Mobil $XOM as a customer in Q3 2022. Let's check on how they are doing with the software
Here are some key highlights from the linked article below that Palantir shouted out on Linked in
"ExxonMobil is adding powerful new features to its Mobil
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$PLTR
My friend went to a AIP Bootcamp and this is his reflection:
After my visit to bootcamp I would like to add my observation
1) Palantir seems to me really great and robust AI software for large organizations and where complex data involves where it generates lot of data
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Someone sent me this on $CELH
Looks like expansion into China👀🇨🇳
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$PLTR
Imagine if Palantir did get in the S&P 500 and then they got this Titan contract and AIPCON tomorrow
Where would the stock be then?😏
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$PLTR
This is a big deal
Oracle is a $350B company
Palantir is a $51B company
This helps oracle unlock more growth and simultaneously helps Palantir get more distribution
It’s a win for both parties. Just as every software provider Palantir partners with, it unlocks more
$PLTR
BREAKING: Palantir and Oracle have partnered to deliver AI solutions for the private and public sector — Palantir will be leveraging Oracle’s cloud infrastructure to manage instances of Foundry workloads.
The street really likes it.
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Am I using Robinhood's $HOOD Legend platform correctly?😂
$PLTR 📈
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After Palantir’s AIPCon, I realized that I need to buy more $PLTR
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@gurgavin
Suspending or cutting a dividend is the LAST thing you want to do. Intel continues to disappoint
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$PLTR
If you are selling just to take profits, that’s a terrible reason to sell
Unless you have a better place to put the money or the business is in question, why sell?🤔
If you’re getting overexposed above your comfort level… sure, trim some
But selling just to take cash
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$PLTR
Next week the NHS will announce a federated data platform contract to a single company
The over $600 million contract I think will go to Palantir. I give it a 92% chance
What do you think the stock price will do if it IS awarded and if it IS NOT awarded?
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$HOOD
‼️ROBINHOOD IS UNDERVALUED AND MY SECOND LARGEST POSITION‼️
Through the first 2 quarters of the year, Robinhood put up 1.3B in revenue ($618m in Q1 and $688m in Q2)
Let's be very conservative and say they put up the same in the next 2 quarters, $653 both quarters,
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$PLTR
AI agents is going to revolutionize the world as we know it today‼️
It will happen fast. Fight back against it all you want, it is inevitable
The amount of time and money spend from implementing AI agents will make it a no brainer to implement it into your organization
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$HOOD
This feeling never gets old
1% match on $6,000 gives me $60 free💰
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$PLTR
I was right on the time I bought my 2025 calls in 2022 (at the bottom) that I made 7.5x on in a year
Was right on Palantir under just under $14 and we were running out of time to buy around there. This was after Q3 earnings call and after AIPCon and I saw the S curve
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