Know Your Areas of Expertise to Invest In and Have a Hunger to Learn More Daily. Today I took a step further in this direction by getting my
@PalantirTech
Foundry Foundations Certification. LONG $PLTR , This Technology is truly years ahead of the competition.
Calling all Palantirians! and non Palantir stock holders, this is the best research DD and explanation of $PLTR I have ever seen! I wish I knew the author Matt's Twitter handle, too give the proper recognition.
@AnthonyOhayon
@PoundingDaTable
I bought more $PLTR shares at my highest cost basis point today because this money cannot be touched for another 23 years without penalty. So I believe now is the time for me to get $PLTR from
#7
to
#1
holding for me. Winners continue to win
$APPS , $PATH, $TDOC, $U, $STEM , $NVDA, at these prices? Can someone provide their Bear cases? I always like hearing both sides of a debate. If one were to add to positions at these prices and hold for 5 yrs , what’s the bear case on not to?
Who is your Fab Five CEO List if you could only pick five to start building a company?
I will start:
Alex Karp $PLTR
Elon Musk $TSLA
Jensen Huang $NVDA
Tobi Lutke $SHOP
Forest Li $SE
And my chairman would be Peter Thiel.
What a day of opportunity for long-term investors in tech. Added to $PLTR position today, took advantage of $UPST sell-off, Added to my $SE position, bought a small amount of $U & $DOCN, and got my first bit of exposure to crypto with starter position in $SQ, $COIN, $MQ
$PLTR 🧵I know most have probably seen the news yesterday, but if not, $PLTR Foundry for Crypto is here folks.
@AnthonyOhayon
you might want to check this out, my friend. When your platform is universal to the point it can impact finance, cybersecurity, healthcare, retail, EVs
Just added a significant amount to my $PLTR position making it closer to jumping $SHOP as my 3rd overall position holding. LONG $PLTR, patiently investing.
I thought wouldn't it be fun to share with my FinTwit friends what I was thinking at the exact moment I bought my first share or shares of each holding in my ROTH IRA since I switched from ETFs in 2019.
$SHOP $NVDA $PLTR $MELI $TTD $APPS $MGNI $TWLO $SMFR and the list goes on
In MY OPINION Alex Karp is one of the most Patriotic, Transparent, Honest, Straight Forward, Visionary CEOs that exists in the Corporate World! The leadership team he has built around him , technology they have created, and the company culture that they have fostered will be the
What trends do you think will be undeniably grow from here? and what stocks do you hold to support the thesis? I will start.
Data Growth/Analytics $PLTR
Compute/AI $NVDA
📱 Gaming $SKLZ $NVDA $SE
Ecommerce $SHOP $MELI $SE
Social Commerce $PINS
Edge Compute $NET
Genomics $CRSP
This is the best Earnings Call $PLTR has ever had!! So glad Alex is delivering it and we are gaining so many useful insights into the company and his thought process.
SO LONG $PLTR and SO excited it is my
#1
holding!!!
@iamtomnash
@sachinvats
@PalantirTech
@PalantirVision
Couldn't Pass it up, bought my 3 highest conviction stocks evenly across the board! $PLTR $NVDA $TSLA . I can't wait to look back at this tweet 5 years from now. $PLTR at $15.71, $NVDA at $260, and $TSLA $983
$PLTR investors I had the privilege of having my 1st YouTube episode for my new channel DOMinating Your Investments with
@iamtomnash
&
@acouplecents
! Two amazing former Wall St Investors now helping retail investors like you & me via YouTube. Please share
"The Psychology of Money" by
@morganhousel
should be a required read for every high school student and young adult. I plan on reading it every year as a reminder of all I learned from the book.
I don’t post much about my personal life but want to ask anyone who sees this post to keep my mother-in-law and wife in your prayers. My wife’s mom who is 66 has been diagnosed with stage 4 cancer in her lungs and brain and is spreading. She never smoked and we think this could
Just closed my $DKNG position to have the capital to put more into $PLTR. I am consolidating my portfolio down even further as the year closes, to really only have to track 15 to 20 stocks.
I closed out another position to add to my piles of $PLTR stock. My conviction is just too high in
@PalantirTech
to not add more at these prices. So many institutions still have not taken the time to research and truly comprehend the impact $PLTR tech will continue to have and
🚨 $PLTR is changing the world constantly, and one of the most important companies to protecting our civil liberties. It also is one of my favorite companies and has become one of the best investments I ever made! They are doing business the right way, with a customer first
People were laughing and skeptical of my investing in $NVDA $PLTR and $TSLA over the years, especially when $NVDA was at $225 and $PLTR at $7 and when $TSLA was $150. I wrote articles on
@SeekingAlpha
on these titans all along the journey, and had a lot of interesting feedback. I
Thank you to
@TheKameroon
and
@Either_Square
and the $PLTR community on helping keep up on $PLTR commercial customers. 2022 was a good year for customer growth
It is just the start for $PLTR, today is a great day for
@PalantirTech
employees and investors. Thank you Karp ,
@ssankar
, and all the employees changing the world at
@PalantirTech
.
I hope the people shorting $PLTR are loving this print. Congratulations to everyone at
@PalantirTech
on a great quarter and some delicious salty tears 😢 from the haters. Ummmmm, so good.
If you love investing in technology than you MUST follow
@Beth_Kindig
and subscribe to her free I/O Fund newsletter! Her article on $NVDA having a bigger market cap than $AAPL in 5yrs is 🔥 and spot on!
Gartner expects Enterprise data to grow at a 30% CAGR until 2024, and more unstructured data growth than structured. Companies that could benefit $PLTR $DOCN $SNOW $NET $AMZN $MSFT $TWLO $DDOG $VMW and so many more
I was first made aware of $PLTR 6 months ago and bought my first share then, and now with today's buy, it is my
#1
Position in my portfolio!!! One of my 2021 goals was achieved, and brought my position in $ABCL to my top 15 today! In Peter Thiel, I trust & of course my DD
$PLTR gets a $43M Addition with their contract with Space Systems Command and then Signs a Multi-year deal with Kinder Morgan for using Foundry for their pipelines
One of the best companies in the stock market today was started from the experience its' founder got from being a Stock Trader. I want to share with those who may not be familiar with one of the best founder led companies (The Trade Desk $TTD)
Today marks the first time my number one position $NVDA hit $2T market cap. To think people were laughing at me in 2019 when I said
@nvidia
would hit $2T market cap by 2029. They did it in 5 yrs from my call opposed to 10 yrs. I said $NVDA is an accelerated compute platform the
After a four month sabbatical from writing articles on stocks, I am BACK! You know I had to start with an updated perspective on $PLTR first. The article is titled, Palantir Finds The Missing Ingredient For Their Secret Sauce . LONG
@PalantirTech
Anyone who invests or follows $PLTR knows Codestrap is an extremely smart and entertaining developer who explains the value of $PLTR better than anyone. Check out Part I of my interview with him on the advantages of $PLTR Foundry. Subscribe if you like
Added to $PLTR position today, shocked that didn't see a jump with the future customer growth and scale $PLTR will get with a partnership with
@AlixPartnersLLP
global technology consulting firm
All my fellow Palantirians BIG NEWS dropped for $PLTR with Foundry for Startups!!!! The modularization, revenue expansion & new mid market customer expansion has begun!!! Check out this great video from my buddy
@PalantirVision
Until you see $PLTR in action you probably won’t get it, how far ahead they are. $PLTR AIP bootcamps are changing the game. $PLTR Foundry and AIP are driving real ROI and life saving changes in healthcare and the battlefield! Thank you
@ssankar
@PalantirTech
I spent years of my career applying ML to clinical trial operations and this is what drew me to
#PLTR
initially. Palantir
#AIP
delivers safer and more effective trials for patients, fantastic to see our work with Parexel publicized!
Had to close some small positions to add even more to my $PLTR position. We are getting Q1's great performance for FREE and this sideways trading in the low 20's that Palantir has been at, I believe eventually will bounce like a loaded spring. Forward P/S of 16.8 in SaaS with 82%
🚨🧵1. Attention ALL CEOs, CFOs, and COOs, data is NOT the new gold! The new gold is the ALPHA created by being able to make real-time decisions with your data that is accurate, timely, and secure.
@PalantirTech
allows for ALL industries to capture this ALPHA, exponential value,
Now
@RealMattMoney
, this has to be the post that says it all about the $PLTR retail community!! I couldn't stop laughing and smiling after seeing this. One of the Best retail stock communities ever, and a stock where the retail investors know way more than the institutions on the
Couldn't have said it better my friend! Here are some takeaways I took from the CNBC interview with $PLTR CEO Alex Karp this morning. See below in the 🧵
🧵
@PalantirTech
does not require customers to have to rip & replace their data analytics and modeling tools, but instead allows them to leverage $PLTR Foundry's native integrations with tools like PowerBI, Tableau, Excel, & Qlik. "Customers can use Foundry as a database for
Super proud of my good friend
@amitisinvesting
! He has worked so hard these past several years to build a $PLTR community and following of his stock shows on YouTube and X. He is over 26K followers on YouTube and
@X
and deserves to be higher. Keep hustlin' my friend! it will pay
$PLTR
There are more people watching
@amitisinvesting
palantir live stream, than there are people watching $PLTR earning on their channel.
Congrats brother =).
@amitisinvesting
@FromValue
delivers some of the best stock content out there! This article is one of the best pieces I have read on $SE !!! If you don’t follow Kris you are missing out period
🧵This chart speaks volumes for $PLTR, thank you for all the diligent work and research
@arny_trezzi
does on
@PalantirTech
. And thank you for
@fitz_keith
including this chart in his weekly newsletter.
There are so many new product offerings they can create in Foundry &
I am sure everyone saw this weekend, but if not, you can see that U.S. ICE renewed the contract with $PLTR, spending another $900K totaling $33M spent with $PLTR overall. It appears there is still $4M more out there if ICE continues to renew.
🚨 $PLTR Deep Dive Video Part 5 Launched 🚨
In this video, I cover the history of how it all started for $PLTR to where they are today!
Topics Include:
Palantir's First Beginnings
Palantir's First Products and Customers
Some find it hard to invest more when your stock is stuck sideways or dipped for NO REASON. The truth is companies can base for quite a while before they explode and "SMART" money finally gets the thesis. $TSLA, $NFLX, and $AMZN were fabulous examples of this, next is $PLTR
Had to pick up more shares of $PLTR today, it is still so misunderstood and not known globally YET in the world of IT and security. Ask a family member, friend, coworker etc. "Have you ever heard of Palantir?" . You will still get "uh" or "no" most of the time. Except for the
Looking forward to
@PalantirTech
Earnings Call in 20 minutes. $PLTR is capturing new customers rapidly at 55% YoY and 9% QoQ. GAAP Net Income Positive for the first time, and continues to decline in SBC improving the financials. 976 Deals WON in FY22! 61% YoY. $2.6B cash $0 Debt
I LOVE SEEING $PLTR marketing their customer case studies, competitive advantages, and the time to value that only they can bring!!! LONG $PLTR
Palantir with Scuderia Ferrari: Partners in Ultimate Performance via
@YouTube
🧵There are so many "
@PalantirTech
Foundry shaped" problems in the world that can be solved by $PLTR. Each industry has there fair share. I made this one pager demonstrating all the problems in Manufacturing that can be solved by $PLTR.
@ssankar
While others sell in fear and focus on valuation in the near term, others look to the future potential.
Bought some more $PLTR under $22. Basically getting the great quarter Palantir posted for free.
I was privileged to get to sit down and talk $PLTR with one of the OGs of Professional YouTube Stock Talk, Tom Nash (
@iamtomnash
)! Check out this NEW episode of my podcast in between football games today or while doing chores around the house
@SagaPartners
shares the key to unlocking generational wealth in this tweet. Look at some of the best returning stocks the last 15yrs, not beating the market annually 30-40% of the time but overall crushing it!
So what are the keys to success here?
🧵$PLTR investors and tech investors, I encourage you to read this post from
@Frugalbuck
on the possibilities of where $PLTR stock could land by the end of 2024. There is a reason this post got over 10,000 views because the responses & dialogue were great! Everyone was just
Getting some healthy pushback, let me explain:
Over the last 4 quarters $PLTR went from -$0.18 TTM EPS to $0.07 ($0.25 change), with revenue growth of < 20%
AIP tailwind coming, assume $0.25 EPS change to $0.32 TTM
Currently trades at a PE of 244
Assume 200 PE on $0.32 = $64
🚨Calling all Palantarians🚨 everywhere, my buddy
@Palantir_Daily
tweeted Felix's video of today's $PLTR CEO Alex Karp interview in Germany at a Telecom conference. Since Alex speaks fluent German there is a translator for us to understand the video.
This case study on this product $PLTR Apex on Foundry is EXACTLY the type of marketing, white papers, and ROI that they need to evangelize to the Fortune 5000! Look at the ROI this customer was able to get for their supply chain
@PalantirTech
Why do people make investing in $TSLA complicated or political? Just ask yourself the below questions about $TSLA
🙌Today I bought more shares of $TSLA today! under $170 is a steal in the long run.
@farzyness
@iamtomnash
@TeslaBoomerMama
@SawyerMerritt
am I missing anything?
With
@nvidia
$NVDA ‘s 🚀 to the 🌕 over these last 18 months, friends have been asking me “When are you selling or How much you sold?” Answer: Been holding my shares since 2019 and not selling for many years just like my $PLTR & $TSLA position. The compounding effect is powerful
🚨If you call yourself a Palantarian and hold shares of $PLTR, or thinking about it, you need to watch
@iamtomnash
drop the mic on CEO Alex Karp's interview. "He calls a Spade a Spade on this one". Awesome work Tom! Enjoy everyone
BoA got most of the next catalysts right for $PLTR .
"With NHS awards over, the next catalysts to look at are: 1) 4Q23 S&P 500 rebalance to be announced December 1st. According to our discussion with industry experts, other large-cap names also eligible for S&P500 inclusion
Love seeing more and more firms adding to their $PLTR position or starting one. I added more today at $12.51 and $NVDA at $215. Investing in AI & Great Leadership
🚨Attention all $PLTR investors, technologists, developers! THIS IS THE MUST READ on $PLTR ever written!! A brilliant piece written by
@petewilz
and commented on by
@MabreyTed
@ssankar
, regarding the unique differentiations & economic productivity
@PalantirTech
provides.
This
If you want to understand Palantir the company and why we do the (odd and non-conforming) things we do, you need to understand the Thielian "secrets" our products are exploiting. Once you understand our product's relationship to our customers missions and tech stack, the rest of
Just bought more $PLTR of course, as it is still trading in that big base it is building, and also bought my first share of $DLO and $DOCN so I can follow them closer.
The Investing World Lost One of the Greatest Investors of ALL TIME, RIP Charlie Munger.
“The big money is not in the buying or selling, but in the waiting.” “Spend each day trying to be a little wise than you were when you wake up.” “A lot of people with high IQs are terrible
All tech investors and $PLTR investors MUST READ this blog by the brilliant CTO
@ssankar
at $PLTR and newly added Sr Counselor Greg Little and Fed Deployment Strategist Madeline Zimmerman! $PLTR Government Web Services will be HUGE contributor to long term success for
There are lots of places we want to help — we need only take an inventory of our arrows to figure out how to help the settlers. Here is where we are starting: These things are focused on getting to the starting line quickly and inexpensively so you can
$SMFR has definitely been overlooked & undervalued since coming public, due to one-time operating expenses that were due in part to higher personnel-related costs coupled with professional services related to the business combination. Let's take a look at the positive in $SMFR
If you are not an investor in $PLTR yet, I encourage you to watch these videos with an open mind, starting with this one.
Amazing Illustration of the Value of Palantir PLTR Foundry
If you like these videos please make sure to subscribe and share
WOW what a great morning! $PLTR CRUSHED Q3 Earnings on ALL FRONTS with Beats on all fronts!!! I can't wait to listen to this Earnings Webcast, any minute now. I will provide a thread on just how good this earnings was later today!! Great Work
@PalantirTech
!!!
Tune in to hear
This is one of those times where your network and friends can be there for you in a very meaningful way.
I wanted to let all my friends, LinkedIn followers, and former co-workers know that I recently was impacted by the layoffs at Carbon Black and am looking for full-time
$PLTR Usual buys by ARK Invest after earnings :
◽️ ARKG : 290,548 shares
◽️ ARKK : 854,742 shares
◽️ ARKQ : 116,335 shares.
◽️ ARKW : 222,350 shares
@CathieDWood
has a different view and remains bullish on the strong results compared to major downgrades from Wolfe and RBC
All
@PalantirTech
investors and technologists should take the time and complete the FREE Learning Courses at . I have completed all the courses in the images below and just have Platform Administration and Foundry Interoperability Courses left. Thank you
It has been a busy two months for me professionally and personally since my last article on
@SeekingAlpha
. Just wanted to share my opinion on $PLTR ‘s NEW offering platform with LLM , $PLTR AIP. I will dig more into it when more is revealed
@PalantirTech
On $PLTR's IPO One Year Anniversary I am dropping the first episode of my podcast "DOMinating Your Investments" Listen along here:
I will have my first few episodes of all the $PLTR content I have accumulated, and then we will move on to other topics
Long $PLTR, now all three major hyperscalers are working with $PLTR in some form or fashion. This is just the beginning folks. Take this time while markets are crashing to do your homework and strengthen your highest convictions
$APPS is one of the most underrated stocks in the market and in the FINTWIT Universe.
@BluSuitDillon
has written one of the BEST articles on their business model I have seen. He points out what yellow flags institutions may see but also why he is bullish
I am so excited today as my first article as a freelance writer for
@themotleyfool
got published online! I have much to learn and am so grateful for this opportunity. Click below to read about one of my favorite SPACs $STPK that will soon go public!
After adding to $PLTR throughout this week, it has jumped from
#7
to my
#4
overall holding! And I have held $NVDA, $TTD, $SHOP since my first buys in Feb. 2019. Hoping to get $PLTR position to
#1
by end of year, but it may take a little longer due to how well the Top 3 Running
What is the value of being the operating system software for a business? You become the central core where all the data connects to and is the software every employee uses. This is what $PLTR Foundry is for its commercial customers.
Thank you to all the $PLTR investors and just technology investors in general who read my article and shared it.
It has been a blessing as it has moved up to one of the highest trending articles for the last two days. Thank you! and if you haven't read
Thank you all for those who sent leads my way and reached out with kind words on my job search. I won't be on $PLTR weekly tonight, going to rest up and then get those applications in tomorrow.
Will let you guys know where I land.