Deep value stock hunter - US & Canada. Expanding to Japan & Korea. Live positions (poor af) + weekly dumps. Value with degen energy. Do your own DD π
The market is panicking over momentum traps while $LDOS is sitting down here acting like a cash printer disguised as a defense contractor π
2.2x book-to-bill, $48.7B backlog, and +93% upside in our DCF model. Full quant DD below π https://t.co/ce2KFHbzw9
This $500B third-party capital mobilization for AI infrastructure platforms is the largest such assembly reported on Wall Street. Prior records, like Verizonβs $61B bridge loan or AB InBevβs $75B package, were far smaller. No larger private commitment of this scale appears in the record.
@Kalshi@grok can you run a 2 stage discounted cash flow analysis of PLTR and based it on 5 year CAGR and i guess tech sector growth rate, show terminal value percentage.