Narci

A bystander in the fallen world.

[Mister Crypto @misterrcrypto]

Charlie Munger, one of the greatest investors of all time, said:

"Buy high quality assets on the 200 week moving average and you'll beat the S&P 500 by a large margin."

The best buy signal in Bitcoin isn't a pattern or an indicator.

It's the 200 week moving average.

Every time $BTC has touched it, it marked a generational bottom.

2015. 2019. 2020. 2022.

We just touched it again at $61,800.

[Narci @Benz8324]

@unusual_whales He is saying everyone will die eventually. BS.

[Narci @Benz8324]

@KotlinerBTC 谢谢你的分析，很有帮助。

[Narci @Benz8324]

川普此次的中国之行，明显是自取其辱。除了被老习教训了一顿之外，毫无成果。

[Narci @Benz8324]

@nytchinese 脸可真大。

[🅢Ⓞ🅛Ⓓ🅐Ⓓ🅞 🪖😎🫡🇨🇱 @Soldado197]

Pobre Gatuno 🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣👇👇👇👇

[DailyStock美股快报 @DailyStock9946]

Palantir $PLTR Q1’26 财报：

🔹 营收：16.3 亿美元，高于预期 15.4 亿美元 🟢；同比 +85%
🔹 调整后每股收益：0.33 美元，高于预期 0.28 美元 🟢
🔹 调整后 EBITDA：9.903 亿美元，高于预期 8.867 亿美元 🟢；利润率 61%
🔹 美国地区收入：12.82 亿美元；同比 +104% / 环比 +19%
🔹 美国商业收入：5.95 亿美元；同比 +133% / 环比 +18%
🔹 Rule of 40 得分：145%

Q2 指引：

🔹 营收：17.97 亿至 18.01 亿美元，高于预期 16.8 亿美元 🟢
🔹 调整后运营利润：10.63 亿至 10.67 亿美元

全年指引：

🔹 上调营收指引：76.50 亿至 76.62 亿美元，预期 76.8 亿美元 🟡
🔹 美国商业收入：超过 32.24 亿美元；同比至少 +120%
🔹 调整后运营利润：44.40 亿至 44.52 亿美元
🔹 调整后自由现金流：42 亿至 44 亿美元
🔹 GAAP 运营利润和净利润：预计今年每个季度都将实现 GAAP 运营利润和 GAAP 净利润

分部表现：

🔹 美国地区收入：12.82 亿美元；同比 +104% / 环比 +19%
🔹 美国商业收入：5.95 亿美元；同比 +133% / 环比 +18%
🔹 美国政府收入：6.87 亿美元；同比 +84% / 环比 +21%

其他指标：

🔹 已完成交易：206 笔金额至少 100 万美元的交易
🔹 已完成交易：72 笔金额至少 500 万美元的交易
🔹 已完成交易：47 笔金额至少 1000 万美元的交易
🔹 总合同价值（TCV）：24.1 亿美元；同比 +61%
🔹 美国商业总合同价值（U.S. Commercial TCV）：11.76 亿美元；同比 +45%
🔹 美国商业剩余交易价值（U.S. Commercial RDV）：49.2 亿美元；同比 +112% / 环比 +12%

财务指标：

🔹 调整后运营利润：9.84 亿美元；利润率 60%
🔹 调整后净利润：8.565 亿美元
🔹 经营现金流：8.99 亿美元；利润率 55%
🔹 调整后自由现金流：9.25 ��美元；利润率 57%
🔹 现金、现金等价物及短期美国国债：80 亿美元

管理层评论：

🔸 “Palantir 的 Rule of 40 得分已经飙升至 145%。”

🔸 “我们已经打破了这一指标，只有其他 AI 基础设施公司，比如 NVIDIA、Micron 和 SK Hynix，才能与之相比。”

🔸 “随着我们上季度收入增长 85%——这是公司历史最高同比增速——动能进一步增强。我们的美国业务增长超过一倍，现在我们将全年收入增长指引上调至 71%，比上季度指引高出 10 个百分点，这主要来自我们对美国市场加速增长的信心。”

[Mark Sterling @MarkSterling0]

Investing into these 10 stocks will set you up to be rich before 2030:
1. Nokia - $NOK
2. Intel - $INTC
3. IonQ - $IONQ
4. SanDisk - $SNDK
5. AXT Inc - $AXTI
6. Coherent - $COHR
7. Lightwave Logic - $LWLG
8. Micron Technology - $MU
9. Marvell Technology - $MRVL
10. Applied Optoelectronics - $AAOI
All these setups are on the verge of a major breakout. You’ll look back at this list at the end of this year, & be glad you listened. Don’t miss out…

[MOON LOVER @M1ONLOVER]

Full Moon

[柴郡🔔｜Crypto+AI Plus @0xCheshire]

沃伦·巴菲特：“经济形势永远不会改变我们对一家企业的看法。当我的合伙人查理·芒格和我讨论一笔潜在的交易时，我们从不谈论经济。”

“总而言之，我们只坚守优秀的企业。”

[Science girl @sciencegirl]

They don’t make them like this anymore

[Narci @Benz8324]

@6ixbuzztv I bought my first cottage in 2017, right before the record-breaking floods of 2017 and 2019. Shoreline retaining wall was damaged but house just fine.

[Narci @Benz8324]

@auto_moto_pl w222

[美股OK哥 @artinmemes]

华人最喜欢买哪些美股，看下Firstrade交易量就知道了

3月榜单如下，看看有你的股吗：

1. $MU (美光科技)
2. $NVDA (英伟达)
3. $TSLA (特斯拉)
4. $TSM (台积电)
5. $SOXL (3倍做多半导体ETF)
6. $SNDK (闪迪)
7. $VOO (标普500ETF)
8. $LITE (Lumentum Holdings)
9. $ONDS (Ondas Holdings)
10. $TQQQ (3倍做多纳指ETF)
11. $QQQ (纳斯达克100ETF)
12. $AAOI (应用光电)
13. $MSFT (微软)
14. $PLTR (Plantir)
15. $SQQQ (3倍做空纳指ETF)
16. $GOOG (谷歌)
17. $GOOGL (谷歌)
18. $AVGO (博通)
19. $AXTI (AXT)
20. $VT (全球全市场ETF)
21. $AAPL (苹果)
22. $COHR (Coherent)
23. $CRCL (Circle)
24. $TSLL (2��做多特斯拉ETF)
25. $MUU (2倍做多美光ETF)

[Narci @Benz8324]

@cars_pixels Exterior looks better than the current one.

[Keith Fitz-Gerald @fitz_keith]

The UK’s FCA just picked $PLTR to power AI-driven financial crime detection.

They said they needed "best-in-class tools."

Government-scale. Unrivaled platform. Palantir💪

https://t.co/eSsIJ3n9Xd

[Mike @MikeLongTerm]

BREAKING $PLTR 🤝 Bain & Company 🆕

BOSTON and MIAMI, March 26, 2026 /PRNewswire/ -- Bain & Company today announced an expansion of its lead management consulting partnership with @PalantirTech (NASDAQ: PLTR), a global leader in advanced data analytics and artificial intelligence platforms.

Palantir and Bain & Company have been collaborating intensively since forming a worldwide partnership arrangement in May last year. The pairing brings together Palantir'scutting-edge AI and automation capabilities with Bain's deep expertise across industries and its market-leading capabilities in strategic business transformation. The combination of the two firms' deep expertise is designed to help clients accelerate their data-driven decision making, secure cost efficiencies, and enhance productivity.

Amid rapidly growing client demand for Bain and Palantir'scombined support through the firms' alliance, Bain today confirmed it will further extend and deepen the scope of this work with an expanded partnership with Palantir. This will further enhance the firms' ability to bring to a large-scale client base around the world access to Palantir'sspecialized enterprise AI technology, including its AIP and Foundry platforms. These platforms are already powering real-time, AI-driven delivery in the operations of leading multinational companies and other commercial institutions.

Under the expanded partnership announced today, Bain is laying the groundwork to meet fast-developing requirements from its clients to accelerate AI-powered transformations for their businesses, harnessing Palantir'ssoftware and Forward-Deployed Engineers to achieve the end-to-end delivery of AI use cases from strategic plans through to operationalization.

"AI demands business transformation, not just technology implementation, and that's precisely what makes the Bain and Palantirpartnership so powerful. In our work together with private sector clients, we've seen consistently outstanding results for clients implementing AI programs across their businesses. Expanding this collaboration means we can bring that same impact to even more companies worldwide," said Christophe De Vusser, Bain's Worldwide Managing Partner.

"Our partnership with Bain & Company sets a new benchmark for enterprise AI transformation," said Dr. Alex Karp, co-founder and CEO of Palantir Technologies. "By leveraging Bain's vast industry expertise with Palantir'sleading-edge AI platforms, we are delivering the innovation and operational rigor organizations need to win in a rapidly evolving business landscape."

Bain's AI, Insights, and Solutions practice includes more than 1,500 AI, data, analytics, architecture, and engineering experts. This multidisciplinary team combines algorithmic, technical, and business expertise to solve business leaders' hardest problems. This includes machine-learning application implementation, business insight delivery, technology architecture and engineering, organizational development, and analytics strategy. The group integrates closely with the firm's industry and capability practices to deliver holistic business and technology solutions.