Javier Gonzalo Velazquez

Micky Malka is throwing more hints at us. He's slowly drawing attention. In my opinion, the timing of this purchase is no coincidence. As a matter of fact, there are no coincidences when Ribbit Capital is involved. $Tibbir Trust #iykyk

$PLTR Palantir just put up one of the strongest earnings we have seen throughout the entire stock market. The level of growth across core metrics that the street did not expect to grow and the ability to do it in the face of the narrative that software companies have no terminal value is what makes this quarter so incredible. Revenue accelerated 85% YoY against expectations of 74%. They raised the FY guide from 61% to 71%. They did more FCF this quarter than they did in revenue in Q1 last year. They did this with a salesforce of around 70 people...most software companies at their scale have 100x that amount of dedicated staff working on sales, so how are they able to grow this fast? How is Alex Karp so easily able to guide that they will accelerate to 100% growth in 2027? Palantir is actually doing what software companies have promised to do, but as of recent have failed to materialize: providing value that transforms an enterprise. A quote from Shyam, CTO, last night: "More tokens means 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. That system is AIP. That intermediary representation is the ontology. This is also why we are seeing the death of legacy software. AIP replaces static workflows not by replicating the playbook but by eliminating the need for one." Palantir is acknowledging that traditional legacy software is dead in the age of AI, but the orchestration of providing business value to ground the truth of the organization within the representation of how that value is constructed (the ontology, what they spent 20 years building) is the defining factor to make AI meaningful. The results prove this. How is a company doing almost 2B in revenue with just 1000 customers? Their net dollar retention has now passed 150%, which means their customers are choosing to spend more with them because they are getting more value. Imagine what happens when Palantir is at 10,000 and 100,000 customers. This can be one of the biggest companies on Planet Earth as everytime they get a customer, they provide so much value, that the customers locks in and stays with them and pays them more and Palantir is able to create an incredible margin (53% net income) on every dollar the generate because they don't need to pay all the people in the middle, like a salesforce, to generate that revenue. The company increased their FY guide to 7.6B. Alex Karp said he wants to grow that 100% in 2027. That would put the company at around 15B. If they beat that estimate, we could be even higher. The debate right now is purely around one thing: the sustainability of this type of growth. If you think it is sustainable, you are bullish. If not, you are bearish. Palantir can't control everything that happens in the macro or the market but they can control how fast they can grow. These earnings make it very, very obvious to me that they will not only sustainably grow, but they will continue to accelerate that growth because their customers are continuing to ask for more from them and as they continue to deliver, they continue to see the benefits of bringing value to enterprises and governments across the world. Incredibly proud to be on the journey of covering them and I know how special this quarter must have been for those of us who saw the company grow up in front of our eyes over the past few years. LFG.

If you’re a wealthy European, soon you will need: A plan b passport: - El Salvador - Sao Tome - Vanuatu A plan b residency: - Dubai - Paraguay - Mauritius - and a lot of Bitcoin in self-custody Go into debt if you have to.

La paradoja del Socialismo. — El Socialismo necesita que existan los pobres. — Prometen ayudarlos. — Pero si realmente los ayudan, dejarían de ser pobres. — Y sin pobres, no se necesita Socialismo.

It's going to be an eventful day: Google, Meta, Microsoft, and Amazon will all report earnings after the market closes today. That's $12 TRILLION worth of market cap reporting earnings within a 30 minute window. All as the Fed interest rate decision is released at 2 PM ET and US oil prices are surging toward $105/barrel. Buckle up for a huge day ahead.

Are we sure that the US economy will come to a halt just because of the war? Remember the leads/lags of a macroeconomy friends.. Boom first!

@AndreasSteno Not before July 4th

I think the Semiconductor trade remains a hold/buy until just ONE of the hyperscalers throws in the towell on CapEx growth. Then the trade is over.

Interesting how it works Elon puts up his own money, rounds up the absolute best AI talent on the planet, leverages every connection he has to secure serious resources, and launches OpenAI in 2015 as a pure non-profit explicitly created to develop AI for the benefit of humanity, with zero profit motive and open research Then the “team” decides they want the bag They push Elon out, take control, and quietly flip the entire thing into a for-profit machine All while preaching the same sanctimonious lines on repeat: “We’re still mission-driven!” “AI for the good of humanity!” “We’d never abandon our principles!” The ultimate betrayal: Elon got zero equity. Not a single share. He funded it. He built the foundation. He got nothing while they turned his non-profit into their personal cash cow This is the level of betrayal and hypocrisy we’re dealing with And for the record.... this lawsuit doesn’t put a single penny in Elon’s pocket. Any win goes straight back to the non-profit to restore the exact mission he founded

BREAKING: Nvidia stock, $NVDA, officially hits a new record high, now worth $5.2 trillion. Nvidia has now added +$4.9 TRILLION in market cap since 2022.

@SenLummis More theatrics. The president is a scammer and his family is running a ponzi called World Liberty Rug $Wlfi

We have bipartisan support. We have the president’s support. This is our moment. Let’s get this done.

BREAKING: Intel stock, $INTC, surges over +15% after reporting Q1 2026 earnings and officially surpasses its August 2000 record high. The Trump Administration’s stake in the company is now up nearly +250%.

He is not broke. He is just waiting for his Claude daily token limit to reset so he can continue vibe coding his billion dollar startup idea

Software is making a major bottom now. Also good news for Crypto (which is essentially a SaaS position imho)

Congratulations to Airbus and Skywise on this milestone in the aviation ecosystem. Palantir is proud of its longstanding partnership with Airbus that began on the collaboration during the A350 production ramp up. Cristina Aguilar, SVP Customer Services, Commercial Aircraft at Airbus: "Our customers require resilient, end-to-end and interoperable digital solutions. The newly created Skywise will be the only provider to do so by combining OEM expertise and digital know-how."

So the EU wants to ban teens from social media — except for LGBTQ+ content? What a nuanced way to “protect children” online.

JUST IN: US Treasury just bought back $15 billion of its own debt — equaling largest in history.

Crypto has had a rough year. Maybe we should launch something to fix it.

The market is numb to the headlines. We just saw the worst possible outcome to US-Iran peace talks. Not only was a deal not reached, but the US itself is now set to blockade the Strait of Hormuz, military action is back in discussion, and US oil prices are up to $105/barrel. Meanwhile, the S&P 500 is down less than -0.5% today after rising +5% prior to negotiations on hopes of a peace deal. The reality is that investors are preparing for prolonged inflation and the acceleration of the AI Revolution. Own assets or be left behind.

JUST IN: Iran claims Trump’s threat to blockade the Strait of Hormuz is “more bluffing than reality.”