Ondrej 🎯
@ondrejslunecko
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🏆 Building $10,000,000 stock portfolio 💎 Managing Private Stock Group with @holysmokas Research with @1000xStocks
Come Find Me
Joined March 2017
Are you under 30 and scaling your stock portfolio beyond $100,000?. Great! You should be. That's what I was doing in my early 20s. And you know what helps? . To read the compilation of my notes/mini-course outlining what worked for me over my first 7 years of investing and how I
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Paypal is dead serious about improving the company. $pypl
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Me, after watching $PLTR to swing from $21 to $28 over 10hr window.
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Mandatory ATH screenshot. First day ever for the account to close over 7-figures. $AMD $HIMS $META $PLTR $SOFI $SPOT $TSLA
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1/ What if I tell you that Palantir $PLTR is going to trade north of $120/share by 2030?. And these numbers might be very conservative!. Let's dive into HOW this is going to happen 👇
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@EndWokeness I can see the headlines already. “Elon Musk is funding far-right media organizations”.
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Basically everyone is now green on their $pltr position. (Except if you bought exactly on Jan 29, 2021)
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Serious question - why are there so many people invested both in $pltr and $tsla.
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Palantir $PLTR is going to revitalize US manufacturing and bring golden era of prosperity.
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Bought some $AMD . a.k.a. Advanced Money Destroyer .Always Moves Down .All Money Disappeared .Another Miserable Decision .Absolute Money Drain . Anything else?.
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“No-one is talking about the soft landing anymore. In fact, I think we are all wondering who is flying the plane 🛩️”. -@DavidSacks.
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Friend working in cybersecurity/automation sent me this when I asked him about $SOFI. (Abridged version). "Why would an 18-year-old choose SoFi checking? What is SoFi known for? Student Loans! With a SoFi checking account you earn points for things like using your debit card.
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1/ What if I tell you that SoFi Technologies $SoFi is going to trade north of $40/share by 2030? . And these numbers might be conservative! . Let's dive into HOW this is going to happen 👇
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When speech got digitized.town square got privatized.1st amendment got euthanized. -@DavidSacks.
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If you are invested in $PLTR, you have to understand Ontology. You don't know what it is you say? . Well, buckle up, buckaroos 👇. Ontology In the Context of Data and Enterprise. Data ontology is a branch of knowledge representation that deals with the organization of data and
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1/ Once-in-a-lifetime opportunity in the current market! . $PLTR in the $16-22 range offers an exceptional opportunity to capitalize on world-class software/data analytics/AI offer. I am buying this stock this month! (August 2023) . Summary in a few charts 👇
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Peter Thiel owns 7% of $PLTR (at current market cap cca 1.4B worth of stock). Thiel's net worth is estimated to be 5B overall. So PLTR is 28% of Thiel's overall net worth, so quite a lot of skin in the game.
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Update $PLTR
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Cramer still hates $PLTR so we are good for next week earnings 😅
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$PLTR did it first
We're hiring Forward Deployed Engineers (FDEs)!. If you're a software engineer who loves working directly with customers and helping them tap into the power of frontier AI models – DM me with an example of something cool you've built on top of our API.
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My $484,698 (on a good day) portfolio currently has 8 positions. Let's take a closer look at why I own each of them and what I plan to do. From the biggest position to the smallest 👇. 1/ $PLTR 🤖. AI is a concept that only very recently sparked an insane amount of debate
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Portfolio reveal 📈 (August 2023 Update). I turned 26 a few days ago, and coincidently, around the same time, my net worth crossed $500,000. I hope this can help/inspire some of you here and offer one of the possible paths. Took me a good 7 years to get here and it was not
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While you’re crying and complaining and selling. Institutions are buying. $sofi
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Peter Thiel has around $10B net worth, his $PLTR stake is around $4B . In other words, Thiel has 40% of net worth in PLTR
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Palantir $PLTR is over 50% of my portfolio, but I am not selling a share. If you are impressed with $PLTR now. Wait until 2030.
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Today's market cap of $PLTR is 20B (give or take). subtract 2.4B cash on the balance sheet.subtract 3.5B remaining deal value. We are at 14.1B. That gives us P/S of around 7, for a high-quality software business. Do you now understand why institutions are loading the boat?.
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$PLTR is looking very, very attractive. Geo politics are playing right into this company arms for the next couple years. Karp saying he’s 10 years ahead isnt being arrogant. It’s “don’t bother me with the stock price. I don’t give a F.”.
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Here’s a look inside my €1,143,139 portfolio:. $PLTR 60.69% ($10.80) 📊.$TSLA 19.02% ($15.97) ⚡️.$SOFI 6.90% ($7.86) 🏦.$SPOT 5.81% ($146.40) 🎵.$META 3.25% ($284.82) 💬.$AMD 2.41% ($101.57) 💻.$HIMS 1.91% ($20.36) 💊. YTD performance: +158.03% 🟢. Any stocks you recommend?💬.
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To understand $PLTR, you have to look past 2025. As far as I am concerned, this is $120+/share by 2030. Well past 30% CAGR. Shall I make a thread on the full number breakdown? 🤔.
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This person got a job offer from $PLTR and told me this about $SNOW and Databricks. [redacted and shortened]. "Both are great at what they do. Snowflake and Databricks sell you tools to solve problems that companies can use to build data pipelines and apps. You get databases,.
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C3AI $AI Revenue for FULL year 2022 -> $252M. $PLTR - one contract $250M 😅.
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PLTR is minimum 10x before the end of 2030. * just want to leave this here so I can say "told you so" later *. $pltr.
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Update II $PLTR
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Got a message from a friend using $PLTR . [redacted and shortened]. ". all the points from the last few days about how innovative the company is so true. I saw the Finance Junkies stream the other night w/ Ondrej and despite some of the bearishness, Foundry has been a game.
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I might be delusional, but from qualitative perspective I see $PLTR as one of the most important companies in the world within 5 years.
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$pltr finally figured out that their customers are better salespeople than them 😅.
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@nexta_tv The bulletholes on the national museum are still there to remind us how it looks when Russia visits.
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Just talked with friend who was in military and used $PLTR. (abridged and redacted). "I was pretty big on Palantir. I've been using them since my time in the army. My experience with Palantir was great. I used it while working at Special Operations Command in Tampa. It was.
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Over half of my net worth is in the hands of these two 😆 $pltr $tsla.
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Palantir pack!. Stay grounded . I am confident we see $PLTR past $30 . But we might re-test $14 or less (macro worries, earnings just “ok”) . Don’t get attached to price, I was at one point down 40%+ when it dipped to $6. Tech/growth -> you must be comfortable with volatility.
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From Dishwasher to $700,000+ investor (Part 1). You’ve probably never heard my story and might be wondering, "Who is this guy on X with $250,000+ in $PLTR, $100,000+ in $TSLA, and a bunch of other positions?" Well, wonder no more. Let me take you behind the curtain. I didn’t
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How about we rename Palantir to That’s instant $20 stock right there. $PLTR.
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1/ A unique opportunity in the market right now! . $SOFI in the $8-10 range offers an exciting opportunity to capitalize on a fast-growing bank with a fintech flavor. I am buying this stock this month! (August 2023) . Summary in a few charts 👇
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Remember management has strong incentive to get this north of $25 by 2026. $SOFI
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About 30% of my networth is in the hands of this guy 😂 $pltr
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@amitisinvesting I can see lots of indirect similarities, its definitely not “pltr is next tsla” they are very different but -.Both have excentric/genius CEO.Both are misunderstood by Wall st due to complexities in technology.Both have strong hater cohort/shorts.Both are solving hard problems.
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What if I tell you that $PLTR is going to trade north of $120/share by 2030?
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Why has $PLTR been the only company I have been buying in 2022 so far? . On regular basis I follow about 20-50 companies at various level of depth of understanding of what they do. At the moment, there is not one better company with an asymmetric risk/reward potential. 1/x 🧶.
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Back in 2019, I threw $10k in $TSLA . over past past year I threw over $100k in $PLTR . jury is still out on that one, but I am already thinking, what is going to be the next one to hunt. .
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Bought 300 shares of $pltr today. So no blue checkmark for me this month 😂.
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Nobody liking my $AMD post makes me confident this is a good buy now.
1/ What if I tell you that AMD $AMD is going to trade north of $412/share by 2030? . And these numbers might be very conservative! . Let's dive into HOW this is going to happen 👇
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@BaileyRChilders @gurgavin Quant trading, high frequency trading, algos. Read the book if you have time, it’s fascinating
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+38% YoY customer count means that at some point, we will see roughly the same number reflected as revenue growth. $PLTR long and strong
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Europe is in recession since 2008. And there is no light at the end of the tunnel
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Alex Karp to Mariana from BofA (the only analyst who understood $PLTR when nobody else had any hope) after her question. “BTW, Really nice to finally see you.”
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Palantir is popular again 😅 $pltr. Where were you when we tasted $6 😋.
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Palantir $PLTR ranked better than $GOOGL $MSFT Databricks $AI and $ORCL
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$631,903 in unrealized gains🟢. This year, my unrealized capital gains surpassed my entire lifetime income. It didn’t happen overnight. It took dedication and surrounding myself with the bold, risk-takers who dream bigger. For years, alongside @HolySmokas in the Private Stock &
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Me, trying to estimate $PLTR market cap in 2030 after today’s new platform announcement. -2023, colorized
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We are up 1 Rishi today . $PLTR.
RISHI FROM RBC UPGRADES $PLTR PALANTIR FROM $9 TO $11.
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Alex Karp confirms working with Elon Musk on Fox Business. $PLTR $TSLA. (thanks to @XFINANCE411 for digging up the video!)
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Palantir is overvalued.Palantir is a steal deal. Both are true. On different timeframe. $pltr.
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100bln € for German army, wonder what chunk can $pltr capture. Would be huge asset for European army. @amitisinvesting.
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Unpopular opinion:. Let’s keep $pltr under $10….I do not have time to research new companies to invest in right now. .
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