Alfred Jones

@Dr_Crossroads IMO the biggest risk to Palantir is politics. 2028 sees a Democrat get elected, it'll be negative for the companies growth as Palantir is being put a boogey man. I'll be easy for Politicians to run against Palantir in USA and around the world for its ties to Trump

While I don't think $NOW is a bad opportunity here by any means, I've actually been adding a little to $PLTR and none to $NOW. Why would I do this? It's clear (to me) that the moat for Palantir is incredibly deep, they're accelerating, and they're the disruptor and innovator in SaaS. They're strong enough it's tough to see an environment where they don't do well. World peace and stability? Palantir will do well. Another pandemic? Palantir will do well. A wider conflict in the Middle East? Palantir will do well. $NOW is less certain.

BREAKING: @ElonMusk admits that "Hardware 3 simply does not have the capability to achieve Unsupervised FSD". 7 years ago, Musk said HW3 Teslas had "all the hardware necessary, compute and otherwise, for Full Self-Driving. He repeated this for years. Musk defrauded millions of Tesla customers.

@JonahLupton For AMD imo it's how fast those multiples can compress based on the next couple earnings I have a position, but earnings could be a reality check

Fun fact… $AMD now trades at a NTM P/E multiple that is 2x bigger than the $NVDA NTM P/E multiple. $AMD trading at 46x NTM EPS $NVDA trading at 23x NTM EPS. Which stock do you think has more upside over the next 12 months from current prices?

New teaser for ‘THE DEATH OF ROBIN HOOD’, starring Hugh Jackman. The film follows Robin Hood grappling with his past after a life of crime whilst in the hands of a mysterious woman after being injured. In theaters on June 19.

@joecarlsonshow Appreciate the reminder, it's easy to forget

"Tim Cook didn't innovate!" Products released under Tim Cook: - Apple Watch - Airpods - Apple Music - Apple TV - iCloud - Apple Pay - Face ID - Apple Silicon - Retina Display - Dozens of others... Don't come at me with this idiotic take that Tim Cook's Apple didn't innovate.

@stockfeed11111 @middle_death @EndicottInvests Exactly this is is not ranking of best investment it's ranking for companies looking for compute/stack perfection

@middle_death @EndicottInvests Because their balance is a bit shitty doesnt mean their expertise and stack is not good lol

New SemiAnalysis for Neoclouds #1 on their own island is $CRWV #2 is $NBIS along with $ORCL & Azure Not recommended: $IREN

@OsheaJacksonJr Can we get red carpet invites for the premiere I was telling my friend the other day we don't get these type of classics/genre often now

This movie is absolutely insane. I miss my boys Dave and Mason every day. Can’t wait for everyone to see this absolute fever dream of a movie August 28th!

A new Martin Scorsese film titled ‘ALDEAS, THE FINAL DREAM OF POPE FRANCIS’ is set to launch with a private screening at the Vatican on Tuesday. It features Pope Francis’ last, never-before-seen testimony, recorded shortly before his passing.

@GordonWealthInc @aleabitoreddit @daniel_koss Yes I believe so

@aleabitoreddit @daniel_koss is $SIVE =Sivers Semiconductors AB (SIVEF)

$MRVL in talks to develop $GOOGL TPU for two different chip models. High possibility $SIVE likely became the light source for Google's supply chains if talks go well. Especially as their custom ASIC likely pushes Celestial IP for scale up (Photonic Fabric) in the MPU's architecture. And this maps to both $POET and Sivers. Custom ASICs take years, so there's probably no material revenue from Google until H2 2028. Vendors are also probably multi-sourced, but having Google as a likely end user is a structural multi-year catalyst past 2028. Markets are typically forward looking.

@itschrisray @daniel_koss Insurance would be for everyone using Blue Origin, not necessarily whether they use SpaceX etc

Yikes… wonder if insurance covers cost of satellite + launch, or just the satellite… Also wonder if this means their insurance costs increase now that they’ve “field a claim” (like it does normally for consumers). Can’t see how they hit their ‘satellites to orbit’ target for the year after this.

🚨Official news directly from $ASTS ASTS loses BlueBird 7 after New Glenn 3 mission placed satellite into a lower than planned orbit. - Satellite separated and powered on but altitude is too low for on-board thrusters to sustain operations; will be de-orbited - Cost expected to be recovered under the company's insurance policy - BlueBird 8-10 expected ready to ship in approximately 30 days; company currently in production through BlueBird 32 - $ASTS maintains target of approximately 45 satellites in orbit by end of 2026, with an orbital launch expected every 1-2 months on average

@TJTheWheelDeal Well the billionaires who inherited it prob need help just not us doing it

X IS WILD! $11k portfolio trying to lecture $11M portfolios on how to grow an account. That’s like us trying to tell a billionaire how to do it lol

@ariaradnia Give daddy your toll money haha

@AlfredJ09761007 they own the 407 in ontario 💀

I have discovered the most fascinating boring, monopolistic business on the face of the planet I am CERTAIN you can’t guess it, will reveal i. 24 hours time

@MeadowCapital @ramahluwalia Booking offers the samething, I've used it a lot for home rentals no idea whether it has a lot of marketshare though

@ramahluwalia Ebay had to contend with Amazon. Who is $ABNB losing to in the home rental business?

Wasn’t AirBnB a fad? Is it not the next eBay? Hangs around but not a transformational new asset class And, why is it more expensive than Google? (Hint: Because it is a consumer brand fan stock.) $ABNB $GOOG

@SevenBananaMore @QuadForceIO @MarcNixon24 It's funny they're saying this on their corporate account too

@AlfredJ09761007 @QuadForceIO @MarcNixon24 No, he’s not. People think they can say whatever they want and hide behind the internet, even making false criminal allegations.

Conor McGregor crosses the floor to the liberals to provide a CAN of whoop A$$

@SevenBananaMore @QuadForceIO @MarcNixon24 He's not

@QuadForceIO @MarcNixon24 Oh really?

@ChrisCamillo @HolySmokas I believe Jeremy holds at least a million plus in cash this is only his public portfolio

@HolySmokas Too much cash Jeremy

My $3.8M portfolio. What stocks would you add or sell?

@boymanrobshit @jukan05 Who do you recommend?

SemiAnalysis will generate $100 million in revenue this year, and the newsletter accounts for only a very small portion of that. This is something I’ve been thinking for a while: SemiAnalysis’s newsletter is basically a charitable project. He could shut it down at any time and it wouldn’t really matter.

This video shows part of my $RDDT investment thesis or you can click on this link for the full interview youtu.be/owfPC0KhEmo I’ll be doing more interviews like this in the coming weeks… so I can walk through the investment thesis on some of my favorite stocks. Today I’ll be talking to @HimsHouse to discuss $HIMS, peptides and my 5-10 year investment thesis for the company. x.com/DailyStackHQ/s…