TheBazMan

@amitisinvesting Sell the news my friend

everyday at approximately 12:48PM ET the stock market remembers AI is real and we rip kinda funny how much market cap is added intraday once we flip 😂 bears are really trying…part of the selloff last few days probably is $NVDA jitters as well the market always usually gets scared before they crush, but then the market usually dumps after they crush maybe because everyone is expecting a dump on good numbers…we end up pumping? there is no way Nvidia doesn’t demolish earnings given the growth we’ve seen on every semi name so far so it’s really a question of how big the beat will be

@optionscjp I find it funny when people use “Trump” and “plan” in the same sentence. The man just does things. How is that not clear?

Here are a few things I’m still a little confused on - If Iran’s military is completely obliterated, as claimed by Trump, why can we not open the Strait? - WTF is Trump planning on doing about oil prices heading into summer and mid terms?

@TheJoeySwoll Based

This should be common sense. #TRUTH 💯

@amitisinvesting Pump lasted all of 4 seconds. This is not good

TRUMP: - DELAYING OUR ATTACK ON IRAN - MIDDLE EASTERN OFFICIALS TOLD ME THAT NEGOTIATIONS ARE TAKING PLACE FOR A DEAL markets trying to pump off this

@mrtnt52 @TJTheWheelDeal Cool. Hope you’re right and eventually v14 becomes more than a shadow of what 13 was.

@ItsBazMan @TJTheWheelDeal That’s simply not true. I have owned 2 model Y’s and a significant update (V14) usually needs a little fine tuning. Then, it’s always better than the previous version.

Hadn’t used FSD in a bit bc I’ve been riding the motorcycle quite a bit. I did notice that it made a lot more navigation mistakes than I remembered. Has anyone experienced this recently as well?

@mrtnt52 @TJTheWheelDeal I don’t get it are you saying it doesn’t or are you agreeing? In the s plaid it’s been steadily declining since I leased the car last July. Is what it is

@ItsBazMan @TJTheWheelDeal Lmao, sure it does!

@barkmeta The real point you missed is that there are actually carbon based life forms that natural selection somehow missed who are buying unlimited supply, $400 watches, for $900.

Let me explain what just happened with the Swatch x AP collab… People camped outside stores for 8 days to buy them. The watch retails for $400. It’s reselling for $910 right now. That’s $510 profit. Sounds good right? Now do the math. 8 days is 192 hours. $510 divided by 192 hours is $2.65 an hour… That is below minimum wage in every single state in America. Now here’s the part nobody is talking about… Swatch has no supply limit on this watch. They’re going to make millions of them. In one week you’ll be able to walk in the store and buy one for $400. People camped on a sidewalk for 8 days to make below minimum wage on a product that’s going to be available everywhere within a few days… This is what reselling has become.

@mweinbach But with read only it can’t create leverage for you yet. Ie “cancel my Netflix” “pay this card balance” etc.

Update: it is extremely good

@optionscjp Idk why WE have to value his life. Taxpayers money to house this guy in jail? He’s a waste of oxygen. Go next.

This dude knew what he was doing and what it would eventually lead to Idk why somebody would be going around calling people the N word and expect for something like this to never happen Crazy lol Must not value his life very much

@Breaking911 Why waste the time on this. Summary decision can be made on this guy that will save taxpayers money and not strain the corrections system. He can’t be corrected, is what I’m sayin.

@TJTheWheelDeal You have to be scrupulous and make sure the data and anlysis is correct. The thing people misunderstand most about LLM inaccuracies is they will give you something that sounds like the truth but might not be the truth. These errors are hard to catch but can be critical.

If I stopped using Claude or Grok, I would quickly be reminded how time consuming it is to create a detailed analysis on the portfolio. I don’t EVER want to take for granted how much more efficient these tools help me to do my job. Thankfully I’m not in a position where they could ever take my job though. I can see why some should be a little scared for their employment future. I would never hire an assistant now that Claude and Grok give me everything for $130/mo.

@Davis_C15 The market does like Palantir. It’s just rewarded them as best it can until the revenue is where it needs to be. Let’s hope the decision to fire sellers closing 8 figure revenue is the right one and that demand really is that high.

$PLTR It’s annoying as hell watching the infrastructure names go vertical while Palantir cools off, but the market is currently rewarding the most tangible layer of the AI buildout. Everyone wants exposure to chips, memory, GPU farms, power demand, cooling systems, data centers… $NVDA $AMD $MU $NBIS $IREN etc. $PLTR is interesting because they’re not competing INSIDE the infrastructure layer. Palantir sits ABOVE it. They don’t care whose GPU wins, they care about turning AI into real operational decisions. The infrastructure trade gets rewarded first, then the orchestration layer comes later. At some point the market realizes that all this compute means nothing if it can’t be operationalized. That’s when Palantir becomes very hard to ignore again.

Everytime I see a “this is your last chance to buy PLTR at $130” post I block the account and look up hitmen on Craigslist. Just for fun.

@chadwahl I swear there’s an innuendo here that will absolutely slay the algorithm

What is a forward deployed engineer again?

@soy_muse yawn, this is garbage lol. nobody wants a pop in strap for their AP

AP x Swatch is Labubu 2.0 This will be the biggest fashion trend of 2026 I see a lot of people talking about how bad this is since everyone was expecting plastic Royal Oaks People will start putting them on their bags, backpacks, keychains, luggage, and pretty much anything they can attach them to and the snowball effect will only keep getting bigger Mark this tweet

@elonmusk @zerohedge My first gut, primal, unadulterated reaction was to feel bad for these other CEOs. As if Elon and Jensen were in first class and they were in coach next to a bathroom. As if they aren’t just sitting in their own G6s probably flying faster and higher than AF1. What a world.

@zerohedge Just Jensen and I are on AF1

That's like $20 trillion worth of CEOs on AF1

@amitisinvesting Not caring about these things is like not worrying about your cancer. For youre chillin, maybe thriving but you need medicine. Unfortunatley a couple people tried to give the US its medicine and missed.

so who bought the 2-hour semiconductor dip we had today 🫣 most names recovered 50-70% of their drawdown by close either the V shape intra-day was a deadcat bounce or it was the market saying that they just don’t care about Oil above $100, the 10-yr above 4.5%, and CPI at 3.8%

@baldassarreted Worst flop I’ve ever seen

The Royal Oak just got the full Swatch treatment. More details here: tinyurl.com/yjcvbwde The new AP X Swatch “Royal Pop” collection reimagines the Audemars Piguet Royal Oak as a lineup of eight colorful pocket watches inspired by vintage Swatch Pop designs from the ’80s. Bright Bioceramic cases, exposed Royal Oak screws, detachable outer shells, and a brand-new hand-wound SISTEM51 movement make this one of the most unconventional Swatch collaborations we’ve seen to date. Pricing begins at $400 for Lépine models and $420 for the Savonette versions. The collection officially launches May 16th at select Swatch retailers worldwide. Let us know what you think in the comments!

@arny_trezzi Is the Accenture team called innovation Labs?

$PLTR has dropped 10% since its Q1 results: It seems stupid. And it is. Here is why: 1) Palantir can't meet demand. Jefferies analyst Thill complains that Palantir doesn't hire more people. Why do that when you can have people selling for you? Palantir wants to keep elite talents focused on products + key clients. Meanwhile, the Partner ecosystem sells and deploys to smaller clients. ie Accenture formed a +2,000 team to deploy Palantir. 2) Results are so insane that investors don't understand them. 85% Revenue growth with margins expanding to 53% GAAP Net Income Margin. Yes, including SBC. Yes, this is black magic. AIP has a perfect structural market fit. 3) Recurring Revenues on long-term relationships mean ENDURANCE. As it is very hard to accelerate growth, it is very hard for growth to just stop. You don't easily stop a rocket. 4) "US Commercial Missed." Bloomberg reported that US Commercial slowed, but apparently wrote the article without listening to the call. "One US Commercial" client moved to US Government. Without the change, growth would have been 143%, up from 137% YoY in Q4." Funny and sad at the same time? 5) Palantir reaps all the benefits While other AI players spend hundreds of billions of dollars building data centers and training models, Palantir benefits from these expenses without incurring them. Better models make Palantir AIP more valuable. AIP is the AI infrastructure level that enables an organization to deploy hordes of agents effectively, compliantly, and safely. "The number of tasks that you can trust to a model without the right harness exponentially declines. "More tokens mean more slop. And the more commodity cognition you consume, the more you need a system that can prevent the economic harm so you can harness the economic value." - @ssankar AI labs are in a race to the bottom. Palantir's pricing power increases the more it can unlock critical use cases at scale. You can build a simple workflow directly with Code. You don't want to have 1000 agents without guardrails. 6) Analysts keep underestimating the earnings power: Revenue YoY growth estimates: +75% in '26 +44% in '27 +42% in '28 FCF YoY growth estimates: +115% in '26 +46% in '27 +40% in '28 Analysts believe: - growth is peaking - margins can't expand further Given endurance and a focus on expanding the product over sales, I believe both revenue and margin estimates will be smashed. 7) Is Valuation actually cheap? Palantir trades at ~60x FCF NTM, while more than doubling FCF YoY. Even assuming that Palantir delivers FCF in line with (low) estimates, I consider that appealing. eg $CRWD trades at 77x FCF with 22% Revenue Growth at -3% GAAP Profit Margin. At least 80x EV/FCF deserved?