Daniel Mena

@DataDInvesting how we feeling bout that comparison? woof 🐶

$PLTR is the next megacap tech company, the Messi of AI, and an absolute growth monster. $SOFI is just a bank with disappointing growth. Which one is which? (These comparisons never get old for me.)

@RetardBagFinder @IREN_Ltd @danroberts0101 @mikealfred Stock is up 35% ytd and 500% in a year what else do you want, give it time

106 days ago, @IREN_Ltd announced a massive $6B ATM. At the height of the war. In the worst possible macro environment. Trading 43% down from ATH. @danroberts0101 and team approved this at the behest of @mikealfred who openly bragged about it on spaces. Will never understand this absolutely unforced error. IREN used to be the darling of X, and it takes a rare breed of retard to crush that sentiment. I can only hope one day I have to pull a Mike Alfred and delete this post and it somehow all comes together, but until then they can eat my asshole.

$IREN we were in & adding

@jrouldz Lots of conviction on $ionq at these levels, love the company and have made good $ off it in the past but bit pricey at these levels. looks good on multiple time frames so more of a swing or LT hold even if it cuts through MA’s?

Updated top 20 positions: 1. $IONQ 2. $AAPL 3. $RKLB 4. $PLTR 5. $AMZN 6. $QBTS 7. $RGTI 8. $GOOG 9. $META 10. $XYZ 11. $LMND 12. $ARKG 13. $SOFI 14. $SHOP 15. $RR 16. $NET 17. $MSFT 18. $ABCL 19. $CRWD 20. $JPM

@MikeLongTerm Never anything personal when it comes to stocks, big pltr, tsla, amd, cuz bull here. been wanting to throw some cash into $grab due to low valuation, but non existent net income is a bit worrisome w/ a 150% decline YOY

I have nothing against $IREN community. Just stating that $GRAB balance sheet is stronger. And I prefer my long term to have pristine balance sheet. My risk tolerance is very different than others. There is no need to get personal. And Everything I said is definitely NOT financial advice!

Mike is not someone you want to fade…. (the GOAT), with that being said Mike, Iren is def a play to look at… Yes, it’s not a pristine 💎 balance sheet such as pltr, but PLTR has been around for 25 YRS developing using govt cash. completely different beast

@PharmD_KS I’ve still got the chat receipts on that dirty day 💩 nasty work! Your write up described what I felt insistently since that day, although I believe more manipulation was involved than they would like us to believe, the timing was so abnormal..

@dmena20 That was it! Thanks for sharing. Wild ass morning I was loaded to the tits and I remember everything was great that morning and then all of a sudden “WTF?!?!?!” I remember the relief seeing other names halted and knowing it was bullshit but damn. Dirty day.

So this is honestly one of the craziest things I’ve ever seen in 30+ years of being invested. I was insistent that 2023 needed to take out 2022 lows on $PLTR to form a durable bottoming pattern. I was long already and ready for it. Remember that bizarre ass flash crash in Jan of 2023 where a number of stocks just collapsed right at the open? They were halted and then the charts were later fixed even tho fills took place? Well, PLTR took out its 2022 lows that day. Up only since. Crazy

@jasonc1387 @DataDInvesting you cannot compare these two companies. it is a bank and nothing more

@dmena20 @DataDInvesting Wont waste time educating you. I will just boldly say this: I bet you wont short it.

@DataDInvesting Is that what they keep telling y’all on their presentation slides while the stock slides further south 🤣 That 17M of net income does not look like a vertically integrated tech stack….

Um... Both of the things you said are false. Their technology stack is vertically integrated in house and they actually sell that tech through a SaaS model to other banks and financial institutions. The vast majority of their client base are young professionals making $100k+ and with an average FICO in the 720-760 range.

Assassination Porn and the Sickness on the Left If we were leftists and we were to use leftist tropes to editorialize the recent attempt on Trump’s life, then we would frame the assassination attempt in the following way: We have witnessed for years blatant exceptions to the once common custom that we don’t normalize the imagined killing of any president or presidential candidate and thus lower the bar of violence. But the Left constantly makes Trump an exception. Now, it as if the imagined killing of Trump had been mainstreamed and become acceptable in a way inconceivable of other presidents. (Do we remember the rodeo clown who merely wore an Obama mask during a bull riding contest and was punished by being permanently banned by the Missouri State Fair authorities?) So since at least 2016 there has been a parlor game among Leftist celebrities and entertainers joking (one hopes), dreaming, imagining, and just talking about the various and graphic ways they would like to assassinate or seriously injure Trump: By slugging his face (Robert De Niro), by decapitation (Kathy Griffin, Marilyn Manson), by stabbing (Shakespeare in the Park), by clubbing (Mickey Rourke), by shooting ( Snoop Dogg), by poisoning (Anthony Bourdain), by bounty killing (George Lopez), by carrion eating his corpse (Pearl Jam), by suffocating (Larry Whilmore), by blowing him up (Madonna, Moby), by throwing him over a cliff (Rosie O’Donnell), just by generic “killing” him (Johnny Depp, Big Sean), or by martyring him (Reid Hoffman: “Yeah, I wish I had made him an actual martyr.”). Or should we deplore the use of telescopic scope imagery, given that the Left blamed Sarah Palin for once using bullseye spots on an election map of opposition congressional districts, claiming that such usage had incited the mass shooting by Jared Lee Loughner? Yet, recently POTUS Joe Biden was a little bit more graphic and a lot more literal. In a widely reported call to hundreds of donors last week, Biden boasted, “I have one job, and that’s to beat Donald Trump. I’m absolutely certain I’m the best person to be able to do that. So, we’re done talking about the debate, it’s time to put Trump in a bullseye.” "In a bullseye?” At least, Biden did not go back to the full Biden beat-up porn of the past (e.g., “If we were in high school, I’d take him behind the gym and beat the hell out of him"/ “The press always asks me, ‘Don’t I wish I were debating him?’ No, I wish we were in high school – I could take him behind the gym. That’s what I wish.”). Then there is the question of the Secret Service and one’s political opponents. Given the tragic history of the Kennedys, why in the world did the Biden administration not insist that third-party candidate Robert Kennedy, Jr. be accorded Secret Service protection? Because his candidacy was felt to be disadvantageous to Biden? And why just this April would the former head of the January 6th Committee and 2004 election obstructionist Rep. Bennie Thompson (D-Miss.) introduce legislation ridiculously entitled, “Denying Infinite Security and Government Resources Allocated toward Convicted and Extremely Dishonorable (DISGRACED) Former Protectees Act” to strip away Secret Service protection for former President Trump and by this April current leading presidential candidate? Had Thompson’s bill passed, would that not have been confirmation for a potential shooter to feel his task was just made much easier? But in a wider sense, if the common referent day after day on the Left is that Trump is another Hitler (cf. a recent The New Republic cover where Trump is literally photoshopped as Hitler), then it seems reckless not to imagine an unhinged or young shootist believing that by taking out somewhat identical to one of the greatest mass murderers in history, he would be applauded for his violence? So is their logic, shoot Trump and save six million from the gas chambers? After all, The New Republic defiantly explained their Hitler-Trump cover photo this way, "Today, we at The New Republic think we can spend this election year in one of two ways. We can spend it debating whether Trump meets the nine or 17 points that define fascism. Or we can spend it saying, “He’s damn close enough, and we’d better fight.” Well, New Republic, recently someone took you up on your argument that Trump was “damn close enough” to Hitler and so he likewise chose to “fight”— albeit with a semi-automatic rifle. If ad nauseam, a Joy Reid is screaming about Trump as a Hitlerian dictator ("Then let me know who I got to vote for to keep Hitler out of the White House”) or Rachel Maddow is bloviating about studying Hitler to understand Trump, then finally the message sinks in that a mass murderer is about to take power—unless.... Finally, the idea, if true, that bystanders spotted a 20-year-old on a nearby roof with a gun, a mere 130 yards from Trump, and in vain warned police of his presence, is surreal. Is it all that hard for the Secret Service to post a few agents on the tops of a few surrounding buildings closest to the dais, or at least coordinate with local law enforcement to do the same? That is a no brainer. Whoever made the decisions concerning the proper secret service security details for presidential events should be immediately fired.

@sachinvats Great work, Sachin!

BTW the price of stock was then 9-10$ $PLTR

@MikeLongTerm @Costco Wise sir

Me and my girl went to this fancy restaurant last night. I was still hungry when we left. Fancy restaurants are so overrated. I was not impressed at all. The steak didn't even come out medium rare. 20% service fee was added as well. I told her @Costco date is better. Listen to this wise man. We went to Taco food truck after, and $20 we were happy and full. Lesson: Don't go to fancy restaurants. Mom & Pop places are way better.

@eip1559 turns out $nvda doesn’t matter

turns out $pltr is not done making love to $20

@MikeLongTerm @PalantirTech @MikeLongTerm funny, short thesis come out the day we down -2% on no volume 😂🤣 and we recover toward EOD. these bears have no real thesis.

In the last 11 trading days after earning, I saw no "skin in the game" bears bringing up valuation. I sincerely hope @PalantirTech $PLTR retail bears and institutional bears are going all in. You have been making all my calls correct. Palantir will be the most shares shorted stock in the US stock market. This will be a case study in the future, and I will name that study right now, "How not to manage your risk!" The company is trading at a premium because of your shorting lol. You are now pushing more traders in this ticker for this massive "squeeze", so go ahead and push it above 180m shares shorted or 300m shares; enjoy that 6-9% margin! And lastly, I'm looking forward to enjoy my covered call premium. Depending on how much and how fast we squeeze to the upside, I will determine strike and date. I understand this is not Christmas yet, but I welcome an early one🎄🎅

@Maverick_Equity @Kross_Roads @KrisPatel99 @mtatsis sounds like you missed on 200% gains ytd bud

@Kross_Roads @KrisPatel99 @mtatsis the myopic view is all the confirmation bias and buzz words that $PLTR kind of stocks has with a big audience ...

$PLTR short thesis. Palantir generated close to 36Million in interest income last quarter. If rates go down, that income goes bye bye and you need to replace it with real income from operations and not just interest on cash and cash like securities. On top of this the growth is slowing down significantly and spend on the corp side should also decline thus making it harder to make $$$. In what world does todays valuation make any sense. If your long $PLTR at these prices, good luck.

@KrisPatel99 Low FFR will = higher growth = higher premium @MikeLongTerm

@gilmoreport womp womp womp

$PLTR wavering and dipping below the 18.44 left-side DTSS peak in the pattern. My guess is that this one is mostly a post-earnings short-squeeze, but it attracts the mo-mo crowd who want to see it as a trendline breakout. I think you have to maintain a 360-degree perspective.