Moose

[Moose @SahnDiego]

@HolySmokas CCXI

[Moose @SahnDiego]

@Remzztrades Nah

[Moose @SahnDiego]

@amitisinvesting Can't wait to buy these when hd cameras come out

[Lizzy Savetsky @LizzySavetsky]

Nothing says socialism quite like watching the World Cup from a luxury suite.

[Moose @SahnDiego]

@pepemoonboy See you next week bro

[Moose @SahnDiego]

@SenWarren Congrats @elonmusk ! ❤️

[Moose @SahnDiego]

@unusual_whales We need it today lol

[Moose @SahnDiego]

@amitisinvesting Bro said let's get another -18% day 😭

[Moose @SahnDiego]

@Ze1ooooo Hood is cyclical but it will have its day. Just now right now

[Moose @SahnDiego]

@SteveUrkelDude Yessir bought a few stocks that have strong support on the weekly. Bullish long term on those as well. Mostly commons.

[Moose @SahnDiego]

@_onlyscott Di María

[Moose @SahnDiego]

@StockMKTNewz BLDP 19%

[Moose @SahnDiego]

@amitisinvesting No way new fed hikes

[Moose @SahnDiego]

@unusual_whales Lets not and say he didn't

[Moose @SahnDiego]

@StockSavvyShay @brewmarkets Gotta load up before the next sprint!

[Moose @SahnDiego]

@wallstengine Sounds like the clarity act is great

[amit @amitisinvesting]

$PLTR

The biggest concern around Palantir over the past 2 years has been its valuation.

That concern should not be that relevant anymore.

If we are looking at other companies in Software, $SNOW and $CRWD are trading at HIGHER multiples on a NTM EV/EBITDA yet they are growing 2x LESS than Palantir and at 2x WORSE margins, as shown in the chart below by Arny.

You want to know what’s even worse?

The TTM GAAP profits for all 3:

Palantir did $2.28B in GAAP net income, actual profit coming down to the bottom line.

Snowflake LOST $1.33B and Crowdstrike LOST $162M!

$SNOW and $CRWD can’t produce a GAAP profit, have significantly worse margins and have significantly less growth but are getting a HIGHER multiple.

This is not to say that Snowflake or Crowdstrike are overvalued or don’t deserve the premium they are getting, but it is to say there is a massive valuation disconnect and anyone screaming that Palantir is expensive cannot make that argument relative to every other company in SaaS.

Better margins, faster growth, profitable…and basically guided to 100% topline growth next year.

This is obvious.

If the market is willing to continue giving these premiums to software companies as the “AI destroying software” narrative goes away, Palantir should continue to gain momentum.

[Nick Sortor @nicksortor]

🚨 BREAKING: FBI has just RAIDED and ARRESTED the man who I caught on video threatening the lives of an ICE agent and his family outside ICE Newark

Nicholas Scelfo is facing FEDERAL FELONIES

THIS IS HOW IT’S DONE! 🔥

THANK YOU to @FBIDirectorKash and @DAGToddBlanche for PERSONALLY working with me on this.

You PROMISED you’d find him, and you delivered.

WELL DONE! 👏

ACTING AG BLANCHE: “FAFO.”

[Moose @SahnDiego]

@jonesrrrrrr Qualify what makes it horrendous? It was a great earnings.

[Moose @SahnDiego]

@amitisinvesting Can we trust it?