DJDonnieRocket

Vision Board ANDURIL Defense🎖Mission Logistics
🪖 Supply Chain CSCP & SCM 📉 $PLTR $TSLA $EOSE $BE $FLNC $COHR $RKLB 🇺🇸 DOD Accredited 2025 🇮🇱 A.DuiePyle💪

[DJDonnieRocket @CaptainDLuv]

@Mr_Derivatives Strike as SOON as their is Heat laid down.....ha

[Joe Lonsdale @JTLonsdale]

@SenFettermanPA 🇺🇸

[DJDonnieRocket @CaptainDLuv]

Proudly Shared!

[amit @amitisinvesting]

$PLTR

I had the honor of having Palantir CEO Alex Karp on my stream this weekend at AIPCon 8.

I have been covering the company for the past 5 years, making videos and writing articles about what I thought the company could become.

During that time, an incredible community was formed across the world to latch onto one of the greatest stories in American capitalism, technology, and quite frankly business because of Palantir's approach to having the financial upside be downstream from the hardest thing any business could do: value creation.

The company has exceeded most of the community's expectations and the craziest thing about the story is that it really is just beginning.

More CEOs are embracing new media, especially by embracing the people that cover them directly without always needing the intermediary of a major media corporation because much of the media attention is beginning to change.

Dr. Karp is the embodiment of that, as he realized years ago that individual investors were actually willing to take the time to understand the complexities of Palantir over the professionals.

In the clips below, Dr. Karp expressed his gratitude for the millions who saw the company for what it is and not for what the professionals thought it "ought to be," and I am proud to say that Palantir has changed my life, millions of lives, and is one of the most exciting stories of our generation because of the ability for individual investors to see their potential before the world realized.

A company that deserved the coverage, deserved the community, and deserved the growth is delivering at a level Wall Street has never seen before.

Thank you to Dr. Karp for taking the time, here's a thread of our best moments 🧵

[DJDonnieRocket @CaptainDLuv]

Congratulations go you both Brother! Thanks for all you do!

[Shay Boloor @StockSavvyShay]

I’m off to get married!

See you all next week with a ring on my finger 😏

[DJDonnieRocket @CaptainDLuv]

@Mr_Derivatives 🐐

[Shay Boloor @StockSavvyShay]

15 NAMES UNDER $15B TRYING TO RIP APART THEIR INDUSTRIES

1. $TEM -- transforming diagnostics with AI
2. $OKLO-- compact nuclear energy
3. $JMIA -- Africa’s commerce infrastructure
4. $JOBY -- urban air mobility
5. $HIMS -- disrupting primary care & prescriptions
6. $ENVX -- making batteries that last longer & charge faster
7. $NVTS -- modernizing power semis for AI & EV
8. $IONQ -- pushing quantum to replace classical compute
9. $NBIS -- building an alternative to Big Cloud
10. $OSCR -- rebuilding insurance with full-stack tech
11. $EOSE -- storing clean energy w/o using lithium
12. $LMND -- automating consumer insurance
13. $ONDS -- powering drone comms
14. $PRME -- creating off-the-shelf cancer treatments
15. $ACHR -- defense-backed eVTOL deployment

[Sawyer Merritt @SawyerMerritt]

Here's a new all-electric garbage truck in Cambridge, Massachusetts. It has a 376-kWh battery. A few of them are already in service.

No more loud garbage trucks means residents are happier, and workers no longer have to breathe in exhaust fumes.

[Keith Rabois @rabois]

Fix Opendoor:
1. Replace most of company G&A w AI; 2/ Innovate on buyers adoption w financing options (make every mortgage assumable or equivalent) 3/ Massively unlock supply of sellers via innovative value prop (won’t share product yet) 4/ kill agent partnership—aim to win instead of appeasement. 5/BUY IT NOW on every listing. 6/ No RSUs for executives.

[Karli Bonne’ 🇺🇸 @KarluskaP]

Ok this one has me howling 😂

[DJDonnieRocket @CaptainDLuv]

FACTS!!!........

[Heisenberg @Mr_Derivatives]

Ok we all need to combine our captain planet powers and find the next $OPEN.

Retail army is stronger than the US army ffs. Lol

Any suggestions on ticker?

[DJDonnieRocket @CaptainDLuv]

@Mr_Derivatives Thats a great one!

[Maëlan @maelan_sdmr]

RATE CUTS CONFIRMED!!!!
I think it's time to press the special button 🖲💥😏
$OPEN @ericjackson

[DJDonnieRocket @CaptainDLuv]

Absolutely "EPIC" post. The beautiful Ms. Wheeler already stepping down as new CEO in the works.... This is hilarious but possibly the wheels that are going to keep this furthermore in motion... And not to be superstitious or look for signs, I have a thing for antique Phone Booths, and if that's their call box- great for visual footage. TEAM @Drake

[Shay Boloor @StockSavvyShay]

THREE MOVES I WOULD MAKE AS $OPEN CEO

1. Flip the narrative from debt to data. Everyone still sees Opendoor as a balance sheet house flipper. That dies on my watch. The real moat is seller data -- no platform has deeper insights into seller intent, pricing pressure & transaction timing. $AMZN owns purchase data, $GOOGL owns search intent, $META owns social connections -- Opendoor owns seller data, the most valuable signal in a $3T real estate market.

2. License it like Reddit. $RDDT turned sentiment into an LLM licensing engine with 90% margins. That’s social media. In real estate, a $3T asset class, the same model applies at far greater scale. Builders, lenders, brokerages, credit funds -- all need forward-looking liquidity signals. Opendoor’s data becomes the training set for AI models predicting when & where homes will move.

3. Rebuild around software economics. Today, every home on the balance sheet is an anchor. Tomorrow, every data point is an annuity. By reframing Opendoor as a real estate OS -- licensing data, powering institutional liquidity & running transaction rails -- you’re talking 90% software-like margins in the largest asset class in the world.

After speaking with @ericjackson this morning -- that’s the path from $3 to $82 in my opinion. Not because iBuying scaled, but because it was killed & replaced with a capital-light, AI-driven marketplace.

[DJDonnieRocket @CaptainDLuv]

@Mr_Derivatives As I read this, I could feel the optimism from the keystrokes.... (non gay)

[DJDonnieRocket @CaptainDLuv]

@Mr_Derivatives I had to say her last name twice and then I realized what you meant... 😆

I know you called $TKO, at first I thought you were giving praise to The Diaz Brothers Army. (Nick & Nate 🥊)

[DJDonnieRocket @CaptainDLuv]

@Mr_Derivatives @ArianMustafa_ 🐐 Status

[DJDonnieRocket @CaptainDLuv]

FACTS..... I just hope its the Q' darling of mine I have watched grow since last fall.

[Joe Lonsdale @JTLonsdale]

Advisor: why are you wasting time on (founder / company), you need to dump the struggling losers faster. You’ve founded several BILLION dollar companies, keep your bar higher.

Me: well, hard to know; I was a struggling loser too, a few times, until we got the companies to work.

[DJDonnieRocket @CaptainDLuv]

Did you start this with one of those little home hydroponic kits with the little cones?

I just got mine from Amazon today and also one for a friend's housewarming condo in downtown PGH....

I got herbs and romaine lettuce for my caesar salads, but I never thought of some berries look strong! 💪

[DJDonnieRocket @CaptainDLuv]

"It's about to Go Down!" -Busta