Chris Calso

#software engineer Interested in Machine Learning and AI. U.S. Navy Nuke Veteran.

[Tom Nash @iamtomnash]

“Palantir can remove up to 80% of operating costs while significantly boosting revenue. This used to take a year to achieve. Today, we can do it in a few days.”

$PLTR

[Mehek Cooke🇺🇸 @MehekCooke]

🚨 Hey Ohio!

Day 1 into our Columbus, Ohio fraud investigation.

Nothing to see here except me being attacked.

[Chris Calso @ChrisCalso]

@TiffanyFong It’s the ultimate money glitch 💰 🤑🤑🤑

[Chris Calso @ChrisCalso]

May I meet you? #QQQ #SP500

[Chris Calso @ChrisCalso]

@amitisinvesting It’s a beautiful day. Great buying opportunity for long term investors.

[Palantir @PalantirTech]

Jonathan Webb, The Nuclear Company

America built over 100 nuclear reactors between 1960 and 1990. We’ve built just two since then.

Nuclear construction didn't just slow. It nearly died. The nation that first split the atom and put men on the moon somehow forgot how to pour concrete and weld steel at scale. Projects that should have taken five years stretched to fifteen. Budgets exploded from billions to tens of billions. The belief that we could build anything, anywhere, at any speed, the faith that defined American industry, evaporated.

We built The Nuclear Company to reverse this decline. We’re building an AI-powered deployment platform with technology-enabled systems that will allow our frontline teams to deliver America’s next hundred reactors. The result will be low-cost, resilient, plentiful energy. And we’re doing it by empowering the people who build them.

Consider what passes for normal in nuclear construction today. At the Vogtle plant in Georgia, the two reactors built over the last 30 years, more than 10,000 people worked at peak plant construction. Those workers often sat idle. Waiting on parts and materials. Waiting on engineering changes. Waiting on documentation. Just waiting. When documents did arrive (sometimes by wagons or wheelbarrows), the volumes of paperwork lacked specifics. Metal joints misaligned went undetected for weeks, forcing costly and lengthy rework. Workers knew problems were mounting. They could feel it, but they lacked the tools to see patterns fast enough to intervene. One told me: "We knew things were going wrong. We just couldn't see it fast enough to stop it." Our frontline workers are brilliant, but the tools they’ve had can't keep pace.

We’re building AI-enabled software that allows workers to command the build, not just survive it. We’re building it for the foreman on site at 4am, not just executives in boardrooms. AI agents trained on tens of thousands of pages of project documents identify problems in hours instead of months. Drones scan construction sites and catch misalignments within a millimeter, alerting workers through earpieces: "Please check that weld." That's giving American workers capabilities they've never had before.

This isn't automation replacing workers. It's augmentation elevating them. Kids with high school diplomas, people with two-year degrees. AI will help bring out their irreplaceable talents.

We run our company from Middle America. Not New York City or San Francisco. As we build these facilities, we’ll create some of the highest-paying construction jobs in the country and generate tax revenue for communities that need it most. Not for a few years, but for a century.

What we need is to make sure that our teammates can do their jobs. That's why we're giving them the tools they deserve, so building America's energy future doesn't break the people building it.

[Chris Calso @ChrisCalso]

@elianoayounes I missed the last drop. I will make sure I don’t miss this one. It will be on my work calendar with notifications set. This merch is 🔥 🔥 🔥. What time is the drop @elianoayounes ?

[Chris Calso @ChrisCalso]

I forgot to buy my #PLTR shirt yesterday. 😔

[Chris Calso @ChrisCalso]

@elianoayounes I want the ontology sweatshirt. 🙏🏽 Please make a sweatshirt drop. It’s getting cold out here.

[Chris Calso @ChrisCalso]

How do I get one of those #Palantir #ontology sweatshirts? The store looks closed. 😅

[Chris Calso @ChrisCalso]

https://t.co/i1D1M5O3LU

[Chris Calso @ChrisCalso]

@Elianoayounes Can I have one signed by Karp. Please 🙏🏽

[Chris Calso @ChrisCalso]

@PalantirTech announced that they’re partnering with Ecuador to combat smuggling in their country. $PLTR

[Palantir @PalantirTech]

Proud to partner with Ecuador 🇪🇨

[Chris Calso @ChrisCalso]

Palantir Q1 Earnings Report came in 🥵.In Q1 2025, U.S. commercial revenue grew 71% y/y and 19% q/q and U.S. government revenue grew 45% y/y and 9% q/q 😳 . #Palantir #LFG #AI

[Palantir @PalantirTech]

Palantir reports Q1 2025 revenue growth of 39% y/y, U.S. revenue growth of 55% y/y; raises FY 2025 revenue guidance to 36% y/y growth and U.S. comm revenue guidance to 68% y/y, crushing consensus expectations.

In Q1 2025, U.S. commercial revenue grew 71% y/y and 19% q/q and U.S. government revenue grew 45% y/y and 9% q/q.

We generated an adjusted operating margin of 44%, increasing our Rule of 40 score to 83% in Q1 2025.

We also generated $370 million (42% margin) in adjusted free cash flow in Q1 2025.

[Chris Calso @ChrisCalso]

Elon Musk’s @SpaceX company almost went bankrupt if there last rocket didn’t make a successful flight at the very beginning of the company. #wallstreettomainstreet #business #Entrepreneurship #millionairestobillionaires

[Chris Calso @ChrisCalso]

“You are going to win because you’re an absolute psychopath no one can keep up with” - Codie Sanchez @Codie_Sanchez . This is absolutely through true. If you think about Steve Jobs, he absolutely destroyed his engineers when the products they made were not perfect.

[Bill Ackman @BillAckman]

A thought experiment.

Imagine if:

Within the next 89 days, the US, Europe, and Japan agree to go zero/zero on tariffs and remove all trade barriers.

Then Europe and Japan join the US in raising tariffs on China to 145%.

Then the US, Europe and Japan as a united front negotiate with China to remove tariffs and trade barriers, and put in place strong structural protections for IP.

[Chris Calso @ChrisCalso]

Everyone is worried about tariffs. Trump just exempted the tariffs on phones computers, and chips. The $QQQ will boom this week 🤣 #TrumpTariffs

[Chris Calso @ChrisCalso]

I think $AMD will be a big winner for 2025. It will take some share in the semis with $NVDA leading the front.

[Kaushik @WisemanCap]

$AMD “We think there is significantly more upside to CY25 than risks” - Northland

AMD is one of our Top Picks for CY25. We expect AMD to continue to gain share in AI GPUs, server CPUs, and PC clients as headwinds from the embedded and gaming segments abate. AMD is winning share in AI based on its roadmap and TCO. AMD has better products for server and client CPUs. The PC refresh cycle will likely be much stronger than currently expected. We think there is significantly more upside to CY25 than risks. We reiterate our $175 PT. AI: We are modeling AI revenue in CY25 to $9.5B, up from $5.2B, with a 1H:25 up 7% versus 2H:24. We think this is conservative as AMD will ramp its MI325X in 1H:25, and we believe the hardware is competitive with NVDA’s H200. Software remains the issue; see the next page. Server: In server CPUs, we expect AMD to continue gaining share, as early indications are that AMD’s Turin performs better than INTC’s Granite Rapids in most workloads. AMD’s non-AI data center revenue in CY24 is estimated at $7.7B, up 26% year over year. We are modeling non-AI revenue to be $8.5B, up 10% year over year. We think our estimate is conservative and a source of upside to our estimates. PC Clients: We expect AMD to continue to take share in PC clients from INTC. We expect strong PC demand in 2025 as MFST ends support for Windows 10, which runs on an estimated 1.2B systems. We estimate roughly 40% of these systems will be replaced in the next 18 months, or 480M units. While PC channel inventory is somewhat elevated, we believe AMD’s channel inventory is in good shape with spot shortages. We are modeling client revenue in CY25 to be $7.9B, up 15% y/y. We believe the client revenue could easily be $1B to $2B above our estimate of $7.9B if the replacement cycle unfolds as expected and AMD maintains market share. Other Revenue: In CY24, we estimate that embedded revenue declined by $1.7B and gaming revenue fell by $3.7B. Embedded revenue bottomed in Q1, grew in Q2 and Q3, and is expected to grow again in Q4. We are modeling embedded revenue to grow in CY25 to $4B, up $350M Y/Y. Gaming, we are modeling to be down $1.8B to $770M. Gaming revenue is more likely to be flat Y/Y.