Albert Merturi

@KrisPatel99 For what protection? 85% growth? Or the (100%) next year? This whole narrative about overvaluation has lost the steam but people like you and burry likes it. I believe the LLM‘s will have the bigger problem than pltr with his technology.

$PLTR Palantir hasn’t hit by saas-pocalypse nearly as much as everyone else because of the extraordinary growth numbers but still sold off after earnings. Any sign of this narrative even remotely playing out and the multiple will rerate quickly. Now might not be a bad time to buy some protection just in case. wsj.com/tech/ai/for-pa…

@michaeljburry How was the GME Trade? It supposed to be the next big thing? And now you are writing about Palantir like it would be the biggest scam! Your aren’t analyzing the company. But hey stick to your short position it will work like your long position in GME! ;)

Credit, where credit is due. "The public swipes Palantir executives are taking at the quality of work coming from the AI labs these days reflect a concern increasingly familiar to the American worker: Palantir is at risk of being replaced, or at least rendered less necessary, by AI, according to AI company executives, current and former Palantir employees, and analysts who follow the company." As Palantir CEO Alex Karp derides AI “slop,” investors and some employees see a real threat of the company ceding business to artificial-intelligence models wsj.com/tech/ai/for-pa… $PLTR @WSJbusiness

@amitisinvesting @Hedgeye Not really! because it is a small initial investment.

@Hedgeye to be fair, most would have sold when that $25K became $50K the idea of holding a name that long for that return through all the chaos is just not something many would do kinda reduces your fomo when you realize you wouldn’t have been able to hold 😂

A $25,000 investment in Sandisk one year ago would be $1,061,115 today.

@michaeljburry it is just you gave your followers a buy on GME and now you are exiting it and going again after PLTR! You have lost all credibility! So who cares what your take on PLTR is? You blocked comments on your post because afraid backlash! Long @PalantirTech 🙌🏻🙌🏻🙌🏻

@michaeljburry what a bullshit Burry!!!! go and buy some GME!!!

$PLTR at $137 and with that $350+ billion fully diluted market cap you can still buy Northrop Grumman $NOC, General Dynamics $GD and Lockheed Martin $LMT, and have enough left over for L3Harris $LHX. Or you could buy every single one of my 38 GameStop $GME acquisition alternatives PLUS Lockheed Martin.

@michaeljburry B.S.!! And you know it!

$GME and $EBAY. Makes perfect sense.

@michaeljburry Sure because you are a trustworthy person 😅

A must-read for every investor. open.substack.com/pub/kakashiii1…

@michaeljburry Burry the whole AI industry relies on NVIDIA so do you really think we should believe a podcaster instead Jensen?

Dwarkesh nailed it. Jensen squirmed and obfuscated. This was shocking to me. Every $NVDA bull needs to watch this with an unbiased eye..

@michaeljburry What have you build in your life other than profit of the poor people?

I approve this message.

@michaeljburry Nice try Burry and now go offline 🤡

@michaeljburry @CNBC @Bloomberg @WSJ @barrons I mean why they have to? Your thesis just sucks!

@eliano I‘m doing a Substack with 3 words „Software that Dominates“ (not 10k words)! That is all we need!!

from today's Washington Post: "The military’s Maven Smart System, which is built by data mining company Palantir, is generating insights from an astonishing amount of classified data from satellites, surveillance and other intelligence, helping provide real-time targeting and target prioritization to military operations in Iran, according to three people familiar with the system." software that dominates 🇺🇸

@michaeljburry You are lying and you know that! I really think and deeply believe that all what you achieved was luck! Nothing else!!!

@jack @blocks That smell‘s like BS!!!

we're making @blocks smaller today. here's my note to the company. #### today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone. first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay. we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly. i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures. a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers. we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold. to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward. to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow. jack

@michaeljburry Michael was really Long on GME

@amitisinvesting They can’t do this all with only 80 billion in spending the next 3-4 years! I think they are bullishiting around! They want to ride this attention!

ANTHROPIC ANNOUNCES THAT CLAUDE CAN STREAMLINE COBOL CODE Common Business-Oriented Language is a programming language created for business data processing. $IBM is intertwined with COBOL as the company was a key contributor years ago. well, -10% now this is becoming comical

@michaeljburry 🤣🤣🤣🤣

@eliano Thank you man. my package is on the way!!!

moving weight

@minchoi still long time to go!! If Palantir stops today it will take 5-6 years at least to rebuild it with today's technology!

A solo dev just vibe coded what Palantir charges governments millions for. Claude 4.6 + Gemini 3.1. The defense tech disruption is going to be something.