Donnie Brake

Love the people of South Sudan, Dallas Cowboys, Texas Longhorns and my lovely bride of 39 years! Matt 6:33 #mmtlp #pltr #xrp

[Donnie Brake @DonnieBrake]

@FrancoPanizo Righting a wrong is always the right thing to do.

[Palantir @PalantirTech]

Before there was a nation, there was a declaration of truths.

Self-evident. Existing apart from structures of power or privilege.

250 years later, Palantir celebrates every American who carries the torch lit by our Founders.

And we build for all those to come.

God Bless America.

[Donnie Brake @DonnieBrake]

@CClarkReport It’s not a serious league. I watched some last year for the first time but now I am out. I’m only one guy so maybe it’s no big deal.

[Donnie Brake @DonnieBrake]

@BreannaMorello Good luck with that. We have an 80/20 issue on voting ID and we can’t get 60 senators to agree. No chance of a Constitutional Amendment.

[Donnie Brake @DonnieBrake]

@SenRandPaul It would be nice if you would pick a cause that you could win. This is never happening in my lifetime.

[Donnie Brake @DonnieBrake]

@KylieJaneKremer Very!!

[Donnie Brake @DonnieBrake]

@MarkDavis I have 0 confidence in Barrett. We are likely will need to restrict any foreigner who is pregnant from coming to America if we want to curb birthright citizenship.

[Donnie Brake @DonnieBrake]

@SamsUxyyeah @KarmaCollects Now that’s a plan I can get behind!

[Donnie Brake @DonnieBrake]

@pulte So what’s taking so long? You keep saying this but nothing happens. Just like your talk on #MMTLP, you are all hat and no cattle!

[Mark Davis @MarkDavis]

Bible passages as required reading are not part of some effort to indoctrinate or proselytize. They are a proper recognition of Christianity as an underpinning for the American system of morals and ethics. As such, there will be no corresponding argument for Quran passages.

[Donnie Brake @DonnieBrake]

@bofrench I’m a big fan and I voted for you. I want to argue about one point. Providing for citizens is important, but those who have green cards are legal to work & should also have the opportunity. If you don’t want green carded people to work, you need to change the law. Follow the Law!

[Donnie Brake @DonnieBrake]

@SamsUxyyeah @spaceghostRL For what it’s worth, I have a significant number of shares in Schwab and have not heard anything from them about the dividend. I checked yesterday.

[Finance Jack @FinanceJack44]

Ok $PLTR is getting really interesting...

At $107 it's now down to 0.86 forward PEG

That's not expensive, especially considering the quality of the growth $PLTR is undergoing: no debt, $8B in cash, and minimal dilution.

That only happens when you provide real value to customers.

I still like other opportunities better here, but $PLTR has certainly caught my eye...

[Tom Nash @iamtomnash]

$PLTR people who are gloating over short term price swings amuse me

[Tom Nash @iamtomnash]

$PLTR has been getting punched in the face lately because the market has convinced itself that OpenAI and Anthropic are coming for Palantir.

I think that is moronic.

Saying LLMs are eating Palantir is like saying paint brush manufacturers are putting painters out of business…

OpenAI and Anthropic are building the brains. Palantir is building the nervous system that actually connects the brain to the body.

Big difference.

The model can tell you what it thinks. Palantir helps a company decide whether that answer is using the right data, whether it fits the right workflow, whether the right human signed off, and whether the action actually gets pushed into the real system where money, logistics, defense, fraud, supply chains, hospitals, or governments operate.

That is the part people keep missing.

LLMs are insanely valuable, but as the major models keep improving, they are also starting to look more similar. GPT, Claude, Gemini, Grok, all of them are getting better. The gap between them is no longer the whole story.

For enterprises, the real question is not just, “Which model gives me the smartest answer?”

The real question is:

Can I trust this answer?

Can I trace where it came from?

Can I control who approves it?

Can I plug it into my existing systems?

Can I use it without blowing up compliance, security, privacy, or operations?

That is where Palantir lives.

OpenAI and Anthropic are trying to build intelligence. Palantir is trying to turn intelligence into operational outcomes.

Those are not the same business.

One is the engine. The other is the factory floor, the dashboard, the permission layer, the audit trail, the operator, and the process that turns the engine into actual production.

So when people say, “What if OpenAI replaces Palantir?” my answer is simple:

That is like saying Ferrari replaces roads because Ferrari makes a great engine.

Good luck driving that thing through a hospital procurement system, a defense agency, or a Fortune 500 compliance department.

That is why I have been doubling down on Palantir recently.

Not because Palantir has no risk. It absolutely does. Valuation risk is real. Execution risk is real. Expectations are sky high.

But the competition fear is misunderstood.

The market is treating Palantir like it is competing with the model companies.

I think Palantir is the company enterprises call when they want to actually use the models without setting the building on fire.

[Donnie Brake @DonnieBrake]

@ArtburnDesigns Perfect response! Normally you’d win the internet on this genius post but NBH has to get the W today. Thanks for making me smile!

[Donnie Brake @DonnieBrake]

@MmtlpD2627 So how will the brokers force the shorts to give them dividend shares when they don’t have them? I’m a shareholder since the Torch days and I still can’t see how this will work. I’m happy for the extra shares though.

[Donnie Brake @DonnieBrake]

@LJean254 @cryptorover And they likely need to buy some stocks that are about to explode up!