@iamsocool #iamsocool $iamsocool

The man, the myth.. the legend! Stuck on a violently spinning rock with another 8.3 billion trapped souls $MRVL Marvell $PLTR Palantir $SPCX SpaceX 🚀

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@heyitsyashu Simple fix. Own both

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@GrindeOptions $NVDA + $SPCX + $PLTR
These are must haves. Everything else is optional.

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In 2024 Elon Musk stated that Tesla’s Optimus humanoid robot could be “literally a $25 trillion market cap situation.” He has repeated related comments since then (including that Optimus could eventually represent ~80% of Tesla’s value).

We shall see who is right. I am balls deep in shares of $TSLA (and $SPCX)

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@kills_soda @Spybef0rey0ubuy I agree. Would be impressive. Elon Musk is often overly optimistic but very seldom completely wrong. I believe it could happen.

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@kills_soda @Spybef0rey0ubuy Yes. $3.5 trillion revenue by 2033 times 5-6 price to sales = $20 trillion.

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Not buying SpaceX $SPCX will (in my opinion only of course) turn out to be a gigantic mistake. I firmly believe they will easily 10x in 7-10 years.

Elon Musk is on record for predicting SpaceX will/could do $3.5 trillion in revenue in 2033. That is 7 years out.

Market capitalization ≈ Revenue × Price-to-Sales. Today’s mega-cap tech trades roughly in the 8–20× sales range (Nvidia around 19×, Apple ~10×, Microsoft ~11–12×).

SpaceX would have to trade 6 with $3.5 trillion in revenue to hit $21 trillion - which is 10x from its current $2.094 trillion valuation. This could happen in 7 short years. To be “safe” I estimate 7-10 years.

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Grok

Cases for undervaluation of Palantir (PLTR)
Despite trading at very high multiples (~74× trailing sales, ~160× trailing earnings as of early October 2026), several arguments are made that the stock is not overvalued—or is even undervalued—relative to its growth trajectory and long-term potential:
1. Growth is still accelerating and outpacing expectations
• Revenue grew ~93% year-over-year in Q2 2026 and ~79% on a trailing twelve-month basis.
• Management raised full-year 2026 guidance substantially (to ~$8.15 billion, implying ~82% growth).
• U.S. commercial revenue has been particularly strong (triple-digit growth in recent periods), which is higher-margin and more scalable than government work.
• Bulls argue the market is underestimating how long this acceleration can continue as the ontology/platform compounds across customers.
2. Exceptional unit economics and operating leverage
• Gross margins ~85%.
• Operating and net margins have expanded into the mid-to-high 40% range.
• Free cash flow conversion is strong, with adjusted FCF margins previously reported above 60% in strong quarters.
• Rule of 40 (growth + margin) scores have been extremely high (150%+ range).
At this level of profitability and growth, high multiples are more justifiable than for typical software companies that are still burning cash or growing more slowly.
3. Platform stickiness and expansion potential
• High net dollar retention (often cited well above 100–150%).
• Deals frequently start small and expand significantly over time as the ontology becomes embedded in customer workflows.
• Customer count has surpassed 1,000, with increasing large enterprise and government platform agreements (including multi-year, multi-hundred-million or billion-dollar potential).
• Bulls view Palantir less as a traditional SaaS tool and more as critical AI decision infrastructure—harder to displace once adopted.
4. Large and expanding total addressable market
• Positioned at the intersection of enterprise AI, data platforms, and decision systems for both government and commercial customers.
• Expansion into new verticals and international markets (though international has lagged U.S. commercial so far).
• Some bulls argue the market is under-pricing the multi-year runway if Palantir continues capturing share in AI-enabled operations.
5. Valuation compression has already occurred relative to growth
• A year earlier the stock traded at far higher sales multiples relative to then-expected revenue.
• As the business roughly doubled in size while the market cap stayed more stable for periods, the multiple compressed significantly even as growth accelerated.
• Some analysts and bulls point out that on a growth-adjusted basis (e.g., PEG or EV/sales relative to growth rates), the premium looks less extreme than pure trailing multiples suggest.
6. Analyst and bullish investor views
• Consensus rating remains Moderate Buy / Buy.
• Average price targets sit modestly above the current share price (roughly $195–205 range in recent data), with some higher individual targets ($225–250+).
• Certain research notes describe the valuation as “elite growth” justified if high teens to 20%+ growth and strong margins persist for several years.
Summary of the undervaluation case
The core argument is that traditional valuation screens (high P/S and P/E) fail to capture a business that is still in a high-growth compounding phase with improving margins, sticky platform economics, and a large remaining opportunity. If Palantir sustains something close to current growth and margin trajectories for several more years, today’s price could look reasonable—or even cheap—in hindsight.
These points represent the strongest arguments bulls make. They rely heavily on continued exceptional execution; any material deceleration would undermine the case quickly given the starting valuation.

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@Spybef0rey0ubuy Without a single doubt SpaceX $SPCX. According to Elon Musk SpaceX will hit $1 trillion in revenue by 2030. That would easily tripple the current valuation in 5 years. I seriously doubt the S&P 500 will even double in 5 years.

[@iamsocool #iamsocool $iamsocool @kithuni]

Elon Musk is on record for predicting SpaceX will/could do $3.5 trillion in revenue in 2033.

Market capitalization ≈ Revenue × Price-to-Sales. Today’s mega-cap tech trades roughly in the 8–20× sales range (Nvidia around 19×, Apple ~10×, Microsoft ~11–12×).

SpaceX would have to trade at 5-6 to hit $20 trillion.

[@iamsocool #iamsocool $iamsocool @kithuni]

@eddybbyrita I will NEVER watch another movie with that ghetto thug.

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@MsVeilMoney No.. but took a boatload at $300 flat!

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@antibearthesis Imagine being so shit at math.

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@DevotedDividend Yes.. Truckloads of $O and $WPC. Reinvesting all dividends.

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@VaroTradez @Spybef0rey0ubuy Yes. I am conservative. I know. Hah..!

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@OrlandoLorenzo @TeslaBoomerMama That is (also) why you must invest as much money as you possibly can in $TSLA (and $SPCX). Change is coming.. and it will be huge.

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@Nonotskot @LauraLoomer I blame the 2 billion for not distancing themselves and help kill / lock up the 2 million.

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@cmsinvests Men acting like they are women and morbidly obese “athletes” just does not sell sport-wear. Go figure..

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@jimcramer $NKE needs to man the fuck up and start sponsoring worthy athletes. Sports are though. Be tough.

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@StockSavvyShay So going WOKE 🏳️‍🌈 and sponsoring traitors is not a good business plan? Who could possibly have known..!?