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The more I follow Palantir, the less I think it's just an AI software company.
A few years ago I would've described Palantir as a defense contractor with great software. Now I'm not so sure. It feels like it's evolving into an operating system for organizations that need to make decisions from massive amounts of data. The government side is still a huge part of …
(UIPATH) $PATH DD - Lumpy Revenue To Secular Growth
Long term seeker, first time writer, I need to challenge my own thesis to reduce or add more capital. I'm not going write everything but just a current overview. This is a boring company with possible huge tailwinds. Bears used to say "*AI is eating their lunch*" to now "*they …
Is $DRAM the greatest ETF ever created objectively?
I think $DRAM has a legitimate case for being one of the most groundbreaking ETFs ever launched. I know it’s not guaranteed to outperform, but because it solved a problem investors couldn’t solve before. If you wanted AI memory exposure, your options were: If you wanted AI memory exposure, your …
Are Semi-Conductors worth investing in at this point? Tech?
Semi-Conductors had a big build up with AI/Tech and are highly valued at this point. SOXX, SMH, SOXQ posted big losses the last week with all tech along with all tech companies. Do you semi-conductors and tech are worth investing in at this point? This is just a dip and …
Anyone looking at Sintana Energy Inc?
SEUSF for USD SEI for GBP I’m just wondering if it’s on anyone’s radar. They are an oil exploration company and got a few locations where they soon to expect results. Looking at analysts take on it their share price targets are almost double or triple the current price depending …
Bro causally has 3178.87 Bitcoin
Worth $271,170,213.57 at the moment I’m typing this btw.
My choices for Monday -- thoughts? (NOT FINANCIAL ADVICE)
I have a very small portfolio and I hold positions for an average of 10 days. I can discuss my methodology in a separate post if people are curious but here are my candidates for Monday, assuming that the charts validate them in the first couple hours of trading... DNTH …
Microsoft trading at historically low PEs is not a free money signal. There is some important context bulls seem to be overlooking.
Management's main thesis (that bulls are heavily buying into) is that the shift to agentic computing is inevitable, and Microsoft is perhaps the best positioned to capture value at every layer amid this transition. The argument runs like this. 1. Agents are becoming the dominant enterprise workload 2. Every company …
(UIPATH) $PATH DD - Lumpy Revenue To Secular Growth
Long term seeker, first time writer, I need to challenge my own thesis to reduce or add more capital. I'm not going write everything but just a current overview. This is a boring company with possible huge tailwinds. Bears used to say "*AI is eating their lunch*" to now "*they …
ELI5 - DEX Perp Trading
So, I used to use Drift Protocol for perps trading and ended up “losing” the entirety of my balance after the Drift exploit… I’ve been using Hyperliquid since then but don’t trust it 100%, same deal, you deposit balance into the platform… would you think this is any safer since …