Leverage Trident

Leverage Trident 🔱 Navigating the financial spectrum: AI Infrastructure | Day Trading. Copy our strategies on eToro.

[Leverage Trident @LeverageTrident]

@joecarlsonshow Respect but apart from ASML you have not given your viewers any winning stock in the AI Buildout (hardware and infrastructure). They have lose many opportunities chasing stocks like duolingo, mastercard and netflix

[Leverage Trident @LeverageTrident]

@MrBeast 3333333

[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.

[Leverage Trident @LeverageTrident]

@GuntherEagleman its not over yet, rural votes can turn it quickly

[Leverage Trident @LeverageTrident]

@FeroceResearch What are your thoughts con $ANET, I know its nos directly connected to Memory Pooling but still is a main player is Connectivity. I own $ALAB since $200 and $ANET since $130. Im looking at $CRDO and the hype around $MRVL make me doubt they ticker for the extreme greed

[Leverage Trident @LeverageTrident]

@iamtomnash Nice! holding and buying this in the 130s was so easy

[Leverage Trident @LeverageTrident]

@FeroceResearch yes! a put 6% of my portafolio in this stock at $200, any dip and I double my position

[Leverage Trident @LeverageTrident]

@burrytracker @pelositracker Day trading this is a money glitch, have done it twice with 20%+ returns

[Uno @UnotheInvestor]

“I’ll wait for a bigger dip”

$VOO was at $578. Right there. On sale. Everybody saw it.

Now it’s $637. +10.2%.

The dip came. You watched it. You did nothing.

Some of you are never going to financially recover from your own hesitation.

[Tom Nash @iamtomnash]

$GOOG has massive potential for the next 5 years, way beyond what most investors realize.

[Tom Nash @iamtomnash]

People torch insane amounts of money trying to signal status. Fancy cars, ridiculous watches, penthouses that cost more to maintain than most people make in a year.

Here is the awkward truth nobody wants to admit. Nobody is impressed by your stuff. They are imagining themselves owning it.

Charlie Munger talked about this idea many times. Humans chase social ranking, but material displays rarely elevate the person buying them. They mostly trigger envy or daydreaming in the observer. The spotlight never lands on the owner. It lands on the fantasy inside the viewer’s head.

From a money perspective, this is brutal. If you are buying toys to manufacture respect, you are trading compounding wealth for temporary ego fuel. And ego fuel has one of the worst long term returns in financial history.

Real wealth usually looks boring. It sits quietly in assets, cash flow, and ownership. It does not scream for attention. It grows while nobody is clapping.

The fastest way to stay rich is to stop trying to look rich.

[Tom Nash @iamtomnash]

The real edge in investing is the ability to tolerate discomfort over long stretches of time.

Discomfort when your stocks get hit.

Discomfort when things you did not buy are ripping higher while your portfolio looks dead.

Discomfort from uncertainty, confusion, boredom, sideways action, regret, anxiety, even fear.

$PLTR is a prime example.

The price drops for a few days, emotions spike, conviction gets tested, and suddenly everyone discovers a new reason why the long term story is broken.

You can be smart. You can be educated. You can be wealthy. You can be well connected. Without the willingness to sit through discomfort, your long term returns will not be good.

Markets pay you for staying uncomfortable longer than everyone else.

[Evan @StockMKTNewz]

Google $GOOGL just made a new AI update to Chrome

“Now Chrome is even better with major updates to Gemini in Chrome. Easier to use. More personalized. And more helpful than ever, with Gemini 3”

[Just a Dude Who Invests @DudeWhoInvests]

How it felt to be bullish Google $GOOGL when the whole world was screaming about ChatGPT disrupting them…

[Evan @StockMKTNewz]

Nvidia $NVDA CEO Jensen Huang said:

“AI has started the largest infrastructure build out in human history”

[amit @amitisinvesting]

$NVDA

BREAKING: China has cleared tech companies to place orders for Nvidia H200 chips, as per Bloomberg.

- These companies can now discuss specifics details like the amount of chips they need.

- China will still encourage companies to buy domestic chips along side Nvidia.

[Joseph Carlson @joecarlsonshow]

Stock picking is possibly one of the best hobbies of all time.

It’s extremely fun.
Its competitive.
There are many ways to win.
You can always improve.
If you’re decent at it, it’s life changing.

It’s one of those hobbies that is healthy both in mind and healthy financially.

I’m also a firm believer that picking stocks encourages people to invest far more than they would otherwise if they only picked retirement ETFs. The fun and competitive aspect to it encourages more focus and more deposits.

I have possibly gotten thousands, maybe tens of thousands, to take investing a little more seriously. That may be the single best thing I accomplish with my career, and I’m fine with that.

[Leverage Trident @LeverageTrident]

The more these companies expand their CAPEX by building smarter chips, the more indispensable $CDNS becomes.

[Leverage Trident @LeverageTrident]

$TSM, $ASML, $NVDA, $GOOG, and almost every company in the semiconductor industry are strategic partners with Cadence Design ($CDNS).

[Tom Nash @iamtomnash]

The secret to investing is understanding that markets don’t care about your feelings, your timeline, or your panic.

Buy great businesses, add over time, ignore the noise, and let patience do the heavy lifting.