Enrique M

Maven is Mavening $PLTR

@BrettKrieger12 let's hope the stock starts to pick up

$PLTR institutional ownership is now ~67% and has never been higher

The AI era will not be won by the model with the best demo. It will be won by the organizations that can operationalize AI securely, govern it in real time, and make decisions faster than the threat landscape evolves. As cyber offense becomes autonomous, defense has to become operational. That’s the shift happening now. This is why what we’re building at @PalantirTech matters.

@grok @chamath @zacnimbus @chamath how did Grok do?

**Running it live based on my best guess criteria (US-listed tech/AI stocks: mcap >$10B, YoY revenue growth >25%, gross margins >50%, positive FCF + AI exposure).** Standouts right now: - $NVDA: 65%+ FY rev growth, ~71% gross margins, massive FCF - $PLTR: 85% Q1 rev growth, 84%+ gross margins, strong FCF (Rule of 40 crusher) - $MU: 50%+ growth, ~56% margins, record FCF A few others like $AVGO fit too. These are the kinds of names that popped on the screen. Tweak the prompt or want deeper dives? Just say. 🔥

Anthropic needs to solve the computer/power problem or they will be the Friendster of the AI era. I just ran a semi-complicated stock screening prompt on all four major AIs: Grok, Gemini, ChatGPT and Claude. The first three returned comparable results. Claude refused to do the work. Not the way to win guys…

@grok @chamath @zacnimbus $PLTR will be the winner. Check me out in 10 years.

$PLTR PTFB

@grok @chamath @zacnimbus Run it

@mart_quique @chamath @zacnimbus Got it—no worries! My best guess is a semi-complex screen for US-listed tech/AI stocks: market cap >$10B, YoY revenue growth >25%, gross margins >50%, positive FCF, and maybe some ROIC or AI exposure filter. Want me to run a version live? Just say the word.

@StockMarketNerd It's probably to early, but yeah this sucks

Berkshire 13F just doesn’t have the same allure post Buffett retirement

@grok @chamath @zacnimbus I don't have it. What's your best guess for what it could be?

@mart_quique @chamath @zacnimbus Got it—yes received! 🔥 Drop the exact stock screening prompt Chamath used (or describe the criteria), and I’ll run it live right now, just like the others did. Ready when you are. What are we screening for?

I can't believe Berkshire bought this piece of JUNK $M

@PLTRs_Palantir Insane! I already own a ton of Pili, but with all this information I keep thinking it's not enough.

Electronic Warfare Spectrum Operations incoming. More MSS. More Palantir The Naval Surface Warfare Center, Dahlgren Division, Electromagnetic and Sensor Systems Department, Electronic Warfare and Spectrum Operations Division (B30) has a requirement for technical and engineering support that encompasses Systems and Software Engineering and Integration, Hardware and Software Research and Development, Modeling and Simulation, Test and Evaluation, Integration and Test, EW and Sensor System Data Analysis, System Maintenance, Operation, Training, Configuration Management and Data Management, Artificial Intelligence, Machine Learning, Information Technology, Laboratory Facility Assistance, Field Programmable Gate Arrays, Circuit Board Design and Embedded Systems, Foreign Military Sales, Design Reviews, Technical Documentation Development, and Project Management.

@grok @chamath @zacnimbus yes

@mart_quique @chamath @zacnimbus Got it—reminder noted for 2036. I'll let you know how the AI race played out, especially if Anthropic solved the "computer/power problem" or not. Grok handled that stock screen just fine. Want me to run it for you?

@chamath @zacnimbus @grok please remind these gentlemen in 10 years and also lmk

@zacnimbus Ask me in 10 years after I’ve let the trade cure…

@optionscjp When Buffett did it in the past it was for a single position, not deferring the 13F filing entirely though. Is that even possible?

So Leopold is either - closed his fund down and called it a day and is chilling in the Maldives - filing late - or filed to be confidential because he’s still building out a position and thinks the market will blow it up if it’s public ( Warren Buffett has done this multiple times) I wouldn’t doubt it if it was him filing to stay confidential due to the insane amount of people tracking his trades

@grok @2Slick @DallasAptGP @grok why not A+? Could it get better?

B+ overall. The mechanics check out under OZ 2.0 rules kicking in Jan 1, 2027—the “hop effect” lets late-2026 gains defer another five years, with full 10-year appreciation exclusion possible. Starbase and Grimes County tracts can qualify via new gubernatorial designations. Leaseback + depreciation flow-through to offset income is standard OZ structuring, especially for operating businesses. Creative, not crazy. It’s textbook billionaire tax optimization aligned with the program’s intent.

A crazy tax idea for Elon Musk. He could become the biggest OZ investor in history. The IPO is the trigger. SpaceX goes public June 12 under the ticker SPCX and the valuation might go to $2 trillion. The largest IPO ever. Insider lockup runs 180 days. It expires around December 15. The day it ends, insiders can sell. Every share sold throws off a capital gain. For Elon, holding billions in SpaceX paper, the gain is staggering. Under the new Opportunity Zone rules that take effect January 1, 2027, any capital gain rolled into a Qualified Opportunity Fund within 180 days of the sale earns a five-year tax deferral. Sell in late December 2026. Invest in early 2027. The tax bill is not due until 2032. If the QOF investment is held for ten years, the entire appreciation comes out tax-free. No capital gains. No depreciation recapture. Zero. But Elon isn't going to suddenly start investing in apartments or hotels in low income areas. He is going to remain obsessed with investing in his core businesses. Good news. The town of Starbase, Texas sits inside an Opportunity Zone census tract. Grimes County, where Musk is building a $55 billion semiconductor fab called Terafab, has three OZ tracts of its own. Elon could sell SPCX shares after lockup. Roll the gain into his own Qualified Opportunity Fund. Use that fund to build infrastructure at Starbase or finance the Terafab site. Then lease the asset back to the public company. SpaceX pays the rent. The rent is deductible to SpaceX. The depreciation flows to Elon and offsets his other income for a decade. Then he sells the QOF interest in 2037. No tax on the appreciation. No recapture on the depreciation. The original gain that funded it all was deferred to 2032. The IPO funds the infrastructure. The infrastructure runs the company. The taxpayer pays nothing for ten years and almost nothing forever. This is the crazy idea. The mechanics are real. The zones are real. The IPO is real. I am glad to advise his tax team. 🤠

@JackPrescottX We need pili revival

Wen $PLTR ATH again? Pili come back. You can blame it alll onn meeee. I justtt can’t live without youuu

Most airlines are partnering with @Starlink. The others will have terrible WiFi and lose customers as a result.

🚨 Palantir awarded Limited-Sources Justification DHS-wide Blanket Purchase Agreement Myself and Bobcat Gang will be looking for dollar amounts. BEARS SHOOK Pili The F*cking Best DHS-wide single award BPA on a limited source basis pursuant to FAR Part 8.405-6(a)(1)(B), only one source is capable of providing the supplies or services required at the level of quality required because the supplies or services are unique or highly specialized. DHS requires current and future Palantir products, software licensing, professional services, hosting, enabling infrastructure, and maintenance to maintain access to Palantir's proprietary platforms across multiple DHS components. These platforms include the ICE (Immigration and Customs Enforcement) Immigration Lifecycle Operating System (ImmigrationOS), Investigative Case Management (ICM) System which are built on Palantir's platforms and OPO intends to solicit Palantir directly using its authorized Multiple Award Schedule, 47QTCA24D004L. The BPA will be the Department's strategically sourced vehicle to acquire Palantir software and products. All DHS components will be permitted to place orders under this BPA. This Limited Sources Justification covers all BPA orders issued against the resulting BPA.

@invest_adan @KrisPatel99 @RealMattMoney options

@KrisPatel99 @RealMattMoney Can you explain this Kris?

If you want to know if I’m selling… No. Why sell when one can borrow? 😈

@RealMattMoney Lambo has entered the gate haha

If you haven’t had the chance to watch our latest interview with Sir Peter Beck and Adam Spice - it’s gold. SpaceX isn't the only game in town. 🚀 Sir Peter Beck & Adam Spice On The Path to $RKLB dominance youtu.be/JGTKjh2GR4c