10 stocks I’m buying or would consider buying at current levels:
1) $PLTR -- just started a position yesterday
2) $AAOI -- started a position two months ago
3) $TMDX -- no position
4) $IREN -- long term position
5) $META -- no position
6) $SOFI -- started a position two months ago
7) $POET -- no position
8) $ZETA -- started a position a few months ago
9) $ONDS -- long term position
10) $NOW -- started a position a few months ago
These are not equal weight ideas, and I own 7 of the 10.
Which one would you add? Which one would you remove? 👀
$PLTR and $NVDA just partnered to build AI specifically for the US government.
And the reason matters more than the deal itself…
Government agencies can't send classified data to OpenAI or $GOOGL.
This partnership is built to solve that.
- $NVDA provides the AI models and computing power.
- $PLTR provides the secure software layer.
That lets agencies run AI inside their own secure environments without sensitive data ever leaving their systems.
That's exactly where $PLTR has built its moat.
The stock is down 30% this year, but it still trades at 77x forward P/E.
$PLTR Just now: NATO Maven Smart System achieves full technical operational capability:
“This gives us full authorization to operate NATO MSS for everything, including exercises, missions, and activities,” said U.S. Army Colonel Arnel David, Task Force Maven director
“Data more than ever is a strategic asset. Our ability to share it in a secure way, governed by common standards, while respecting national sovereignty, strengthening trust and enhancing operational coherence will be critical for our warfighters,” said Ambassador Jean-Charles Ellermann-Kingombe, NATO Assistant Secretary General for Cyber and Digital Transformation. “Today, we recognise not only a technological milestone, but the power of collaboration and shared purpose in strengthening NATO’s deterrence and defence.”
Link to full press release below:
I started buying $PLTR after the reset, but not because it is cheap.
Revenue grew 85%.
Adj. FCF margin hit 57%.
Net dollar retention reached 150%.
Cash sits near $8.0B with no debt.
Great business. Demanding price. Small position.
I explain why I started at 1% and capped it at 2%.
https://t.co/5GMQZzNExp
@lalovestrump This afternoon, the barber in our city was arrested for selling drugs and procuring prostitutes in his shop.
It just goes to show you can't see inside someone's head.
I was a customer of his for years and had no idea he was a barber.
Crypto and AI all boils down to power. Everything else doesn’t matter. If you don’t have the power, you’re screwed. Half the data center announcements that you’ve heard of are never gonna get built. You heard it here first. They were all announced eighteen to twenty-four months ago, and they made the assumption that they were just gonna call up their local power authority and just attach to the grid. There’s no power left on the grid. So all of these guys that announced these data centers attached to the grid are gonna get told sorry, it’s not possible. And all those turbines are going to come onto the markets, and companies like BITZERO are gonna get them because they have the contracts for sub six cents.
“Our religion has glorified humble and contemplative men rather than men of action… this way of living has made the world weak and a prey to wicked men.”