PalanTesla

All in $TSLA and $PLTR. Both well diversified, cash generating fortresses with asymmetric upside opportunities & generational wealth w/ long term hold.

[PalanTesla @PalanTesla]

My thesis on $PLTR’s upcoming NVIDIA moment…$PLTR will choose when it happens and here is why I believe this. They have performed hundreds of boot camps with thousands of clients since the launch of AIP. Karp stated regarding AIP, "Our goal for AI is to just take the whole market, we have no pricing strategy."
Herein lies the thesis: They have now expanded use within existing clients with AIP. WHAT WALL STREET DOES NOT SEE is that they now have a pipeline of hundreds likely thousands of new clients potentially paying them nothing whom they will convert to paying clients at the time of their choosing. $PLTR KNOWS when they will convert them. Thus knows when they guide to 30% then 35% then 40% it is guaranteed to come true!! My belief is that their NVIDIA moment will take place at the time of their choosing. SHORT AT YOUR OWN RISK!! Alex is sitting in his barn and he will decide when to throw another log on the fire 🔥 🔥 🔥 🔥
@amitisinvesting @arny_trezzi @em013L @DominicRinaldi9 @PLTRs_Palantir @RealMattMoney @Micro2Macr0 @CodeStrap411

[PalanTesla @PalanTesla]

@JCChristopher @SERobinsonJr YES IT DOES!!

[PalanTesla @PalanTesla]

@MikeLongTerm @PalantirTech It is a near mythical rise to see the margins expand while revenue screams higher. WS does not know what to do with it yet, but they will get there.

[PalanTesla @PalanTesla]

I too used to have many smaller positions in many companies. Policy was no single position received more than 5% of principle. Until I read Zero To One and Black Swan & spent a lot of time thinking about asymmetry. I began researching $PLTR and $TSLA with their founder leaders, rock solid balance sheets, the worlds best engineers, products and opp’s 10X greater than others and asked myself several questions: 1) are either of these at risk of going to zero? 2) do I believe the worst case is they will materially outperform the S&P 500 over the next 10 years? 3) Do I have greater conviction in either company than the other 20 holdings in my portfolio? After answering these I then began a side by side comparison to each co I held and began systematically selling each stock to be re-invested in either $PLTR or $tsla. That is how I became concentrated in these 2 assets.

[PalanTesla @PalanTesla]

Tracking the inst ownership trends was a key metric I followed during my accumulation phase of 2021-2024. When you hear the FUD and at the same time the big money ownership continued to trend upward was signal amongst noise. I kept buying as the thesis played out and today holding an avg ~$17/share bag; I am happy to have snapped up more shares in the $130's using CC premiums sold against my shares. The bag grows along w/ my conviction in the LT prospects for $PLTR

[PalanTesla @PalanTesla]

@dannycheng2022 Using Danny’s indicators and resistance levels to sell covered calls on my $PLTR shares and then happily deploying the premiums to add shares in the $130’s. I do not get aggressive on the deltas, but I do love using my shares to continue to accumulate more.

[Louis Mosley @louismosley]

Few have done as much as Charlie Peters to bring the full extent & horrors of the grooming gangs to light or to give brave survivors a voice. Palantir’s software would transform the Met Police’s ability to collate data and analyse grooming networks, and we stand by ready to help.

[PalanTesla @PalanTesla]

For those following this space closely, I'm not sure how anyone can conclude that $PLTR has not even thrown the first pitch in the first inning of the AI supercycle if they know how $PLTR will allow enterprises to apply the power of LLM's via their AIP platform and how via Foundry and Apollo they will be the enabling platforms that make "AI at the Edge" seamless in the enterprise network. This is going to be fun to watch unfold.

[PalanTesla @PalanTesla]

@Crushers_GC @brysondech If no one is there to hear the ball strike, did it happen?

[PalanTesla @PalanTesla]

@em013L Do it!!

[PalanTesla @PalanTesla]

I do think SpaceX is going to run hot on IPO day due to high demand. In the long run, assuming there is a merger, I do believe our $TSLA shares will be substantially more valuable in combination w/ SpaceX over what would be achieved as an independent company. As such I added to my $TSLA position yesterday and will continue to do so on dips. What I know now is that $TSLA is selling at a discount to what I believe is the intrinsic value and I'm happy buying at these prices for the promise of a future together w/ SpaceX.

[PalanTesla @PalanTesla]

@3lectricBrawl Used on every road trip

[PalanTesla @PalanTesla]

@TeslaBoomerMama @Nuggetsyl @osarood His 2027 RoboTaxi forecast would suggest there is a max of 5,000 cars operating for the full year. FWIW the fact that he went to the effort to put a forecast together does not mean it is a good one.

[PalanTesla @PalanTesla]

@NickGibbsIAG Your commentary around capital efficiency was one of the things that inspired me to start selling options. As a result of selling CC’s on my $PLTR position last week I had $21k available to add another 50 shares to my $TSLA position.

[PalanTesla @PalanTesla]

@fitz_keith @matthughes13 I have indeed purchased more in mid $130’s, sold more CC’s after the run up to $160 and will use that cash to purchase more on this dip. Confidence, Conviction and Patience is a tremendous combination.

[PalanTesla @PalanTesla]

My AI3 performed its best parking lot navigation and parking move yesterday. Still getting some phantom braking, mostly on two lane roads w/ lots of shadows. Pulling away from stops much more assertive and less need for me to nudge the accelerator any longer. Overall the experience has improved a lot in past 3 months, including now pulling into my driveway at end of drives. They will have to overcome backing into the Supercharger stalls but seems an easy fix.

[PalanTesla @PalanTesla]

I did purchase more $PLTR in 130’s, however, also faced with decision to add new money to $TSLA or $PLTR. I think the long term growth potential of $TSLA is unmatched yet my confidence in the 1-3 year growth rates are higher for $PLTR. They have begun their hockey stick growth curve so $’ deployed there today are in a good spot. Not to say $TSLA could not also go there very quickly; it is all a matter of judgement.

[PalanTesla @PalanTesla]

The great thing about $PLTR in the AI and AI Agentics space is unlike the Hyperscalers whom may be constrained by energy generation etc, they have no such constraints and there clients, governments and companies using the LLM’s, are nowhere near peak adoption rates. $PLTR is helping them get there and growth in use will just translate to greater revenue for $PLTR.

[PalanTesla @PalanTesla]

@StockSavvyShay @VanquishTrader Convinced we will be doing $15 EPS by 2030

[PalanTesla @PalanTesla]

@B_doong2daddy The number of 🪑 🪑 🪑 🪑 matters more than the price paid for the 🪑 🪑 🪑 🪑

[PalanTesla @PalanTesla]

The way I look at it is this. If you don’t understand Tesla or don’t have the time to figure it out, that’s fine, invest elsewhere. But if you understand it but just hate Elon and choose not to invest OR you do understand the opportunity and do not invest then you are intentionally denying your family the opportunity for generational wealth. I have chosen to understand and invest heavily.