jalen Horner รีทวีตแล้ว
jalen Horner
4.8K posts

jalen Horner
@robot_maniac
Tweets can be endorsements, but not always. Truth Seeker. Be Good. Forgive. Love being a dad⚡️☕️❤️🐶🥍 End war, seek Peace. Do you see the Groupthink?
เข้าร่วม Aralık 2018
264 กำลังติดตาม124 ผู้ติดตาม
jalen Horner รีทวีตแล้ว
jalen Horner รีทวีตแล้ว
jalen Horner รีทวีตแล้ว
jalen Horner รีทวีตแล้ว
jalen Horner รีทวีตแล้ว
jalen Horner รีทวีตแล้ว

@p_tom40 Spot on Since we agree it's noise no need to let a 10% jump mess with our heads The SNOW rally is just sentiment What really matters is whether PLTR can deliver on the next few earnings reports How are you planning your entry scaling in or single shot?
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@robot_maniac Noise. There seemed to be some unique trading action knocking down weak sentiment buyers, which has ended when SNOW took flight. The real prize comes if PLTR hits those revenue projections.
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@GeorgeFish46651 Burry has been early and wrong before, but also early and right, what part of his argument do you think actually applies to PLTR here?
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@singhkang91 Not many reasons is actually the most dangerous conviction setup what’s the one reason that still anchors your entire PLTR view?
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@lingma23 That’s a relative valuation thesis but what would actually make you wrong here CRWD re-rating or PLTR multiple expansion stalling?
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@arny_trezzi Forget PE, if at this price in a few months cheaper than CRWD
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@subprimepart2 but what do you think is the actual moat driver here data access government contracts or AI integration?
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@arny_trezzi But but memory and chips. Palantir is in its own league
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@C0llaborate Maybe but having conviction doesn’t mean not rechecking risk what part of your PLTR thesis still feels most asymmetric to you today?
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@p_tom40 True momentum’s real but are you measuring this move as confirmation of thesis or just short term noise on a stretched position?
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@danjacob121 That’s maximum conviction, but what would actually make you rotate out of 100% PLTR thesis break or just price action?
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@arny_trezzi I am literally all in lol.
Roth IRA 100% PLTR
IRA 100% PLTR
Personal Stock account 100% PLTR
In since $12.
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@neuronone Sounds like you’re seeing a network effect play here what specific connections convinced you it’s a goldmine?
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@arny_trezzi You should. Just follow the connections. It’s a goldmine with insane connections
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@gauravnanda_ That’s a strong conviction call on Tesla and SpaceX but what part of the future are you pricing in here autonomy, energy or pure dominance?
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@arny_trezzi Because you will be missing TSLA. Space X has no competition.
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@Later_Zz All in since 2021 is serious conviction, but has your thesis changed at all or is it still the same story you’re riding today?
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@arny_trezzi You have or have not, that is the question. My chips have already been pushed to the center since 2021.
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@n5zbz Opportunity cost is real, but what exactly are you giving up here, cash on sidelines or other setups you think are stronger than PLTR?
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@JLynnskibabe Yeah sleep is underrated in trading, but are you saying this because you’re running on no sleep after PLTR moves?
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