Whoop Guy

@Fathead_cltfc @160_Swiftly This is how you support your favorite team? Haha. You just crave attention. I've seen you run past a 13 year old girl to get the first spot in line with your dumbass fatheads.

Hey Matt! Since weve had words before I don’t have much to day to you. But thanks man. I’ll continue to support my favorite team and players. It was a joke meant to be funny but you don’t know what a joke is. I’m sure you support more than Charlotte. Had season tickets since day 1 and won’t be going anywhere soon. Come say hi at a game some time would love to chat

Go ahead and cancel, my man. Shirt or not. Bye.👋

@giglio_OG Disrespectful that he even said anything to be honest. Who is he writing this for? Bye bro.

@CoachWadeNCSU No one believes anything you wrote in this post. Bye.

@joshwgoodson @RealSFDynasty And correct? Disappointing.

@RealSFDynasty They are still mad!

Lost 4 straight to finish the regular season? Feels like 24!

@MilosWinOrLose @accmbb @PackMensBball Bahahaha. Cope.

@accmbb @PackMensBball Foul.

N.C. STATE DENIES BOOPIE MILLER AT THE BUZZER 😱 Tre Holloman with the block and @PackMensBball get the road win in Dallas!

@josephperson Same old Panthers.

Three-word reviews ought to be interesting. Go.

Potential?

@CarrollRogers Ignorant reply Carroll, do better.

Excellent news. Wasn’t the same without all the SGs pulling in the same direction.

@RockThePost Jay... love you bud. But it can be more complicated, especially if underwater on a loan. One could argue that someone posting on a social media site whose owner promotes those same ideals is just as culpable.

@elonmusk Just the ones that are illegal, dumbass.

If ANY judge ANYWHERE can stop EVERY Presidential action EVERYWHERE, we do NOT live in a democracy.

@iamtomnash You love to see it.

😎 $PLTR

This is a Christian message worth amplifying.

@PackPride What are we doing. Ugh.

Timeout NC State following a step back bucket for Tre Johnson. 9-0 Texas

@DividendDude_X You seem to keep popping up in my $PLTR feed. I can only determine that it is only for engagement at this point. Otherwise I can't comprehend not just moving on and talking about stocks you believe in.

Palantir $PLTR generated approximately $700M of free cash flow in the past year and has a market cap of $161.58 BILLION dollars. Lockheed Martin $LMT generated approximately $7B of free cash flow in the past year and has a market cap of $122.55 billion dollars. The market stays incredibly irrational. Thinking Palantir can justify today’s current valuation is simply absurd in my eyes. 🤷‍♂️

@BarstoolPack Garbage.

Our secondary just got absolutely cooked that drive

@FundamentEdge Fantastic post. Showed up in my feed because $PLTR, but there is an extreme amount of value here in the general approach to evaluations. Thanks!

I have ZERO clue about anything $PLTR related (so it goes without saying, don't take this as a recommendation). But as is often my observation over the last few years, *many* stocks that we can rush to to dismiss as irrational often have some real fundamental underpinning. Not everything is an AMC/GME (i.e. just a pump with no real fundamental story) and more times than not we can apply a fundamental framework to explain the stock move. A couple observations here: - PLTR's revenue growth over the last 6 quarters has shown a meaningful acceleration from +12% to +30%. This top-line acceleration is catnip for a cult stock in a growth tilted market. - One of the best pieces of advice I have received on shorting was not to short open-ended growth stories. Until proven guilty, the accelerating top-line will support the bullish view of TAM here - Secondly, the sell-side doesn't seem to grasp the incrementals here. in '23 and '24 PLTR has shown incremental operating margins in the ~70% range, a phenomenally strong level. I would also note ~40% FCF margins, a very healthy level that signify potential for this to be a very good business at maturity - A good rule of thumb (actually just more of an observation of math) is that base margins trend towards incrementals in fast growing businesses (study Mastercard margin post IPO). If incrementals hold, this could be a 60-70% margin business eventually. - The sell-side almost always mis-models this dynamic, and with PLTR is tapering margins meaningfully into '25 and '26. - No idea if these ~70% incremental dynamics hold, but noting 80%+ GM, my initial bias (having done about 180 seconds of work here) is to best on the continuing of incremental margin trends - Another very simple analysis to do in a case like this is a reverse P/E, which says, at a range of normal, mature P/E's (I use 30-60x here for PLTR to be generous, and reflect the reality that cult-y stocks like TSLA have traded at high mature P/E levels), what is the implied earnings power? - Using 30-60x (roughly the TSLA post-profitability range), the market is saying that PLTR has $1-2 of normalized earnings power. Street is at 47c for '25. This would assume margins closer to incrementals and a mature revenue base of $6-12bn. Yes, a lot of growth from ~3bn top-line this year, but not impossible to see if you would like to continue underwriting 30%+ revenue growth I sympathize with the sentiment that there is some really bubbly/irrational behavior and ~$150bn does seem like a large market cap. To be clear again, I am neither suggesting a long or a short here. I personally find it helpful to do this sort of work to identify my "over/under". Noting there is ZERO chance I would either buy or short PLTR. But will the stock go up or down from here? I think it obviously depends on the fundamentals. If PLTR can sustain and even accelerate revenue growth into '25 in the +30-35% range and benefit from the continuation of ~70% incremental margins, the company will beat estimates handily and will extrapolate to a normalized picture that honestly doesn't seem that absurd. If revenue growth slows back to the teens and less incremental revenue leads to slower margin growth, the air comes out of the balloon and high expectations create the set-up for a major letdown. In this case I think it's simple - what is your '25 revenue growth forecast?

@symphonylyrics @SolidEvidence Is there a link to a paper with the results/conclusions?

@SolidEvidence He concluded in early October that the virus causes inflammation in the gut and all the symptoms everyone is experiencing is a result of leaky gut. All the test he smuggest (stool, micro biome, OATS, etc) , I’ve discovered are speciality that only functional medicine addresses.

I knew there were a lot of fake accounts on this platform, but they are usually obvious. I had no idea how intricate and complex the ruse could be. Get a load of this story. 1/

@Elianoayounes @SOFWarriorFnd Arrived today and it is sweet!

Phase IV ➡️12pm EST Merch store link in my bio 🚀 🇺🇸 All #ArmyNavy cap proceeds will support the @SOFWarriorFnd Repost for a chance to win one of 18 Dr. Karp-signed Palantir comic books. No purchase necessary😎

🚨Palantir $PLTR Phase IV Merch Drop🚨 TODAY at 12pm EST. Link in bio 🚀 🇺🇸 Army -Navy caps in support of @SOFWarriorFnd 🇺🇸 Cowardice Kills shirts 🇺🇸 Palantir beanie Details on comic book prizes will be posted later this morning. We’re changing things up 🙂