Monte Ramos

Palantard since the DPO. Education improves your opportunities. Opinions are my own. Munger’s Pie Counter Lesson is the most difficult lesson to implement.

[Monte Ramos @MonteRamos9]

@JasonJournoDC One party (Communist) rule is ruining California. @GavinNewsom @sacbee_news @latimes @sfchronicle @SteveHiltonx @spencerpratt

[Monte Ramos @MonteRamos9]

Mark Twain (I’m paraphrasing): “history does not repeat but it often rhymes”. In the early 1980’s the US economy was transitioning from high inflation and high interest rates as the world was embracing the personal computer and then the internet (world wide web for those of you from the time)in the early 90’s, both provided increased productivity gains and growth during the build out with subdued inflation.

We are seeing the same for AI. The market gains from 1980 to 2000 were enormous, the same will be said from 2020 to 2040s.

Enjoy the next 15-20 years and invest in the trend.

[Monte Ramos @MonteRamos9]

@dannycheng2022 So true! Stanley Drunkenmiller learned to outsize his investment position when he found an asymmetric opportunity and Soros showed him to use leverage if he was certain he was on the correct side of the trade. Leverage can be very dangerous to use so use it carefully.

[Monte Ramos @MonteRamos9]

@gurgavin @stocktalkweekly Similar to when to my wife telling me the market is down this morning. I know because I’ve been up since 6am.😆

[Polymarket Money @PolymarketMoney]

$PLTR CEO Alex Karp said Palantir hopes customers try LLM companies first to realize “they don’t care about you at all” then come back to own the means of production with Palantir.

[Monte Ramos @MonteRamos9]

@JackPrescottX Thank you Jack for sharing this Substack.

[Monte Ramos @MonteRamos9]

@etienne_breton @PalantirTech Congratulations Etienne! I’m part of the retired (60 days in) due to my PLTR investments and still holding a majority of my shares.

[Monte Ramos @MonteRamos9]

@eliano My order is in. When will the white bucket hat be available? Thanks Eliano

[Monte Ramos @MonteRamos9]

@PalantirTech @BuyZecNeverSell Very awesome!!

[Monte Ramos @MonteRamos9]

@DavidRi24012971 The best meals are the foods you can cook at home.

[Monte Ramos @MonteRamos9]

@eliano If I only knew, I would have made another trip to Toyko (great city and beautiful people). PTFB!!!

[Monte Ramos @MonteRamos9]

@profplum99 Congratulations!!!!

[Monte Ramos @MonteRamos9]

@DavidRi24012971 I too have been adding shares for PLTR. Buy the company you know! In know PLTR!

[Monte Ramos @MonteRamos9]

@eliano @Quartr_App @TAPSorg Fantastic!!

[Monte Ramos @MonteRamos9]

@arny_trezzi @StockSavvyShay Reminds me of the days when PLTR was below $10 when all signs were pointing towards better business metrics. At these prices I’ve being adding shares. PTFB

[Monte Ramos @MonteRamos9]

@fitz_keith Congratulations!! Kyoto is beautiful place.

[Monte Ramos @MonteRamos9]

@DominicRinaldi9 @Brownmoose Munger said if the company you know is on sale, you should buy more and buy as much as you can. I’m doing the same! $PLTR

[Monte Ramos @MonteRamos9]

Why pay $CRM an annual licensing fee when you can build your own custom software on $PLTR Foundry. This is what Salesforce faces as competition. Not only them, the same applies to ServiceNow, Atlassian, etc. $SAP came to this realization and partnered (ie builds on Palantir Foundry) so they are not replaced. Enterprise software providers are facing industry disruption if they don’t build on the Palantir Foundry platform!!!

[Monte Ramos @MonteRamos9]

@JackPrescottX PTFB!! LFG!!

[Monte Ramos @MonteRamos9]

@arny_trezzi Similar to when I was explaining to my wife that I was investing 50% of our liquid assets into $PLTR (2020-2022). I’m still married and she is happy with the results. Arny, try presenting her with a PLTR stock certificate (then you’ll know if she is a keeper).