Mike Romano

@jaydubs83 @GrindeOptions The transition to robotics can’t happen overnight. Better to keep a slowly growing position and allocate more to other names during this time.

@MikePLTR @GrindeOptions Maybe. Probably. But Tesla has been dead money for nearly 3 years now during a raging bull market.

I bet you can’t name TWO better companies with a larger TAM than $TSLA or $SPCX.

Today’s Portfolio RECAP: $PLTR +2.8% $ONDS +5.7% $OPEN +1.4% $TSLA +0.3% $SPCX -2.2% $SOFI +2.3% $HIMS +2.2% $IREN -1.1% $ABCL +3.3% Not bad on the day. Looking to buy more $ONDS and $OPEN. $IREN also looking juicy here. $SPCX still waiting for lower.

@mikealfred Noted

The algo wasn’t broken. Your tweets just weren’t very good.

My call, next 30-60 days: -Irans IRGC will collapse. - Oil into the $50’s. -Pure disinflation will become the primary trend (well into the 2030’s) as rates plummet. Sub 4% 10 yr in Q4 and 3.5% in Q1 2027. - No, Kevin Warsh is most certainly NOT a hawk. -Interest rate sensitive names will begin a parabolic move higher into year end. -Groups to own; semis/tech, small caps, gold, silver…especially gold miners… housing, Bitcoin.

What are your TOP 3 stocks to own right now for the long-term? 🧐 I’m going with $PLTR $ONDS $OPEN Special mention to $TSLA $SPCX $SOFI

$PLTR Palantir is winning. The stock is down >30% from its ATH, yet: - Institutional ownership at record high - YoY rev growth accelerating 11 Qs in a row - Operating margin continues to expand - Net dollar retention rate continues to rise and is now 150% - Palantir’s Maven is now a program of record across the entire US DoD - NATO announces full authorization to operate Maven for everything - In other words, Palantir is now the entire backbone of Western military - Companies like databricks are bending the knee and preaching ontology now - “Leaders” like Benioff, Nadella, etc are now preaching data and AI sovereignty, something Palantir has a 20yr head start on - Basically everyone is now admitting “Karp was right” about anything you can think of… and if they haven’t admitted it yet, they will soon. - Palantir continues to prove LLMs are a commodity, with the most recent example being their new “evolve” tool that is reducing token consumption by as much as 60% in one example and slashing compute costs by 90% in another. The value is in the infrastructure, not the models. - Warp speed - Commercial customers continue to show how transformational Palantir is at AIPCon - NVIDIA recently expanded their partnership with Palantir. Less than a year ago, Jensen acknowledged Palantir as the most important enterprise stack in the world - Even Karp himself recently acknowledged the stock is undervalued this week I wrote this off the cuff. The list goes on. Everything is going right for Palantir while all the other software “players” are scrambling around trying (and failing) to create transformational and measurable value with AI. They’re all bending the knee and regurgitating whatever Karp is saying because apparently, Karp is the only one who actually understands what’s going on. We are watching Karp’s vision.. Palantir’s vision.. unfold. Karp was right. Palantir was right. IDGAF if someone on the internet or some talking head on TV tries to tell me otherwise… This is crystal clear. Palantir is winning. And this is only just the beginning. The answers are right in front of you.

Is the $ONDS bottom in at $6.80?? 👀

@moninvestor When it finally does well, many will call us lucky

What $ONDS is building cannot be valued in quarters. It has to be valued over several years. The company is still bringing its acquisitions together and it will take time to show what these businesses can achieve under one.

@Kuenni_SK Naturally will happen

@MikePLTR Don’t forget to take $ZETA with $PLTR

Just send $PLTR to $200 already. That’s where it belongs. Even Dr. Karp knows we are undervalued.

@StockMKTNewz @CeoOndas

STARTUP MASS-PRODUCING CHEAP KILLER DRONES WINS $500 MILLION ARMY CONTRACT - WSJ

Man ... The $OPEN army thing is real. I woke up to many emails asking for early access to the episode with @nejatian. The extended version drops Thursday (July 16th) for supporting members, and the shortened-best-cut July 21st to the public. That's the same thing we do with all episodes. If you've ever wondered what it looks like to actually turn around a company this episode is for you. It looks nothing like any book you've ever read. It's real. It's raw. It's unfiltered. And it's ongoing.

🚨 $OPEN ACQUISITION UPDATE 568 contracts. +3% WoW. 105 same week last year. That’s 5.4x YoY. And we’re about to ramp toward Q4.

@iran23777 LFG

@MikePLTR A whole 2% after a 55% drop!!! WOW!!!

✅ Follow for more. $ONDS

@RiCobra66 Care to elaborate?

@MikePLTR Mikey Mikey Mikey get over this stock and move on its a widow maker like TSLA

@JackyMhs Silly guy

@MikePLTR You own the weakest drone stock.

Holding $ONDS through all the negativity and doubt, watching the sentiment go lower and lower. I know what I own.