dARNO
944 posts
$PLTR is a stock you hold your whole life and give to your kids
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My Weekend Lunch. Will be back for more charting in a few hours.
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@lnsdarno @KrisPatel99 Do they have the ontology?
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They're coming for $PLTR ...
Great margins always invite competition.
Wall St Engine@wallstengine
ANTHROPIC JV BUYS FRACTIONAL AI Anthropic, Blackstone, and H&F’s new enterprise AI services venture just made its first acquisition. The target is Fractional AI, a San Francisco firm that had been partnered with OpenAI for the last 11 months. That OpenAI partnership is now ending, per Bloomberg. The bigger story: AI labs are building consulting and implementation channels around their own models. Anthropic gets a deployment arm for Claude across PE-backed midsize companies. OpenAI loses a services partner.
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$pltr today is like $nvda in 2016
1. it has a (digital twin) monopoly
2. it's penetrated <0.01% of the TAM
3. it grows faster as it gets bigger, because it's a Singularity Scaler
Antonio Linares@alc2022
$PLTR at $15 will likely seem like peanuts in a few years.
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@BBCWorld It’s the hantavirus, everyone get your vaccines!
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Passengers held on cruise ship in France after gastroenteritis outbreak bbc.in/4eJToD2
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RUMOR : white house could be taking a 10% stake in $PLTR
Get ready for explosion if happens
GIF
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Maybe there are those out there who can time the top and the bottom perfectly every time.
I haven't met them yet, but let me know if you know who they are if you know them.
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People are fascinated by influencers calling for market crashes and calling for market tops.
I've never felt keen to do either of those.
It is my experience that trading in and out trying to time exact market tops and bottoms are bad for my portfolio and my health.
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$PLTR -6% today after a very impressive Earnings, so why is it down?
Because the valuation is still high, even with this growth, it is still about 12 months ahead of where it should be.
The Long Investor@TheLongInvest
$PLTR is at the same price today as it was 10-12 months ago And it can remain at the same price for another 12 months as it grows into its valuation It still has a PE of 231 People want to buy value and the value is not there for another 12 months.
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$pltr expects to grow 100% yearly now and I hope that you understood this when I shouted from the rooftops
this is a 20 trillion dollar company in the making
not understanding this is the most costly thing you will do in your life
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