LodgeFinance

Early 30s dreaming of one day owning a lodge by a lake 🤙 come with me on this journey💰📈🏕️ vangaurd fanboy ‼️not financial advice‼️ $PLTR $GOOGL $AMZN

[LodgeFinance @lodgefinance]

@mistressdivy

[LodgeFinance @lodgefinance]

@Viper_Tattoo_ Absolutely perfect 😍

[dray @drayinvests]

Palantir $PLTR CEO Alex Karp said -> “two years out you can see $15-$18 billion in free cash flow”

He also questioned what investors actually understand tech when asked about the stock’s performance

Do you understand what it would mean if $PLTR got to that $15-$18 billion free cash flow range?

Currently in the last 12 month period they are at right above $2.5 billion FCF

You can buy this stock at almost a -40% drop from its ATH

Are you going to take advantage?

[Shay Boloor @StockSavvyShay]

$AMZN plans to invest $5B in the Philippines over the next 15 years to expand AWS cloud infrastructure in Southeast Asia.

The investment is expected to support a new AWS region with multiple data centers, improving cloud capacity and creating local job

[Evan @StockMKTNewz]

Amazon $AMZN just announced plans to raise more money by selling debt

Amazon is selling the debt in 8 USD denominated traunches ... the size and pricing of the offering has not been disclosed yet

[LodgeFinance @lodgefinance]

@mistressdivy

[Iván FinX @IvancgfinX]

$GOOGL

This is Alphabet ✨
👇🏼

[Evan @StockMKTNewz]

SK Hynix rang the opening bell for the 🇺🇸 stock market today at the Nasdaq exchange

[Fam @fammetaX]

LEOPOLD ASCHENBRENNER’S ENTIRE PLAYBOOK, LEAKED

Compute, memory, data centers, power – this is where the smart money’s positioned

Data Centers: $CRWV $APLD $IREN $CORZ $CLSK $RIOT

Memory: $TSM $MU $SNDK

Power: $BE $SEI $TE

The next wave: $WYFI $WULF $NBIS $ALAB $MRAM $SIMO $PENG $AMBQ $WOLF $MRVL $EOSE $AMPX $HYLN $OKLO $AAOI $LWLG $AXTI

Save this list !

[LodgeFinance @lodgefinance]

@mistressdivy

[Keith Fitz-Gerald @fitz_keith]

Tip o' the hat 🎯

$PLTR - My only concern is if I own enough!

[The Kobeissi Letter @KobeissiLetter]

BREAKING: SK Hynix stock, South Korea’s second most valuable company, officially debuts on the Nasdaq and surges +14% at the open, now worth over $1 trillion.

The company’s ADRs were priced at $149/share, raising $26.5 billion.

[DV47 @DeepValue47]

BREAKING: Palantir CEO Alex Karp was right again.

[LodgeFinance @lodgefinance]

@NatashaAKA2a GM 😊

[Bearlovesbull @Bearlovesbull]

🚨 $PLTR: HUGE WIN! PALANTIR BECOMES THE DATA FOUNDATION FOR THE ARMY’S TOP C2 MODERNIZATION PROGRAM

This announcement is reminding everyone that $PLTR is built exactly for this moment in a broken legacy defense technology system. The data layer is the foundation, and Palantir just secured it.

Legacy command and control systems are stuck in the past. Data is siloed across platforms, integration takes forever, decisions are slow, and the whole setup is designed to keep you maintaining old infrastructure with basically zero real progress on actual capability. It’s a trap that costs time, money, and mission effectiveness.

Palantir’s role in NGC2 is the exact opposite. Foundry powers the foundational cloud data layer as part of an edge-to-cloud data mesh (partnered with Anduril’s Lattice on the tactical side). It’s a unified, ontology-driven platform that actually delivers decision advantage, real-time data sharing, AI-native tools, and scalable architecture built to last.

They’ve already proven it works in division-level exercises with the 4th Infantry Division and 25th Infantry Division. Now the Army is locking in the common data layer baseline and moving from prototype to production.

What you should watch:

1) Massive addressable market.
The DoD is prioritizing full-stack modernization, and NGC2 is one of the biggest efforts. Securing the foundational data layer gets $PLTR in the door for the entire ecosystem. From there it’s natural expansion across more units, other services, and additional AI capabilities.

2) Strategic positioning and high value.
Palantir is building the durable data foundation everything else runs on. Once the ontology and platform are in place, adding applications, analytics, and AI tools becomes dramatically faster and cheaper than legacy approaches. That creates serious long-term value.

3) The flywheel is powerful.
A shared data layer leads to better decisions today, which builds trust and usage. More usage drives more applications and AI features. Those drive even better outcomes and deeper integration. Sticky, high lifetime value relationships with the customer.

4) Perfect macro setup.
Geopolitical pressure is intense, adversaries are advancing fast in autonomy and AI, and the need for speed and decision advantage has never been higher. Legacy systems can’t keep up. Palantir is handing the military the modern escape hatch they need right now.

[Shay Boloor @StockSavvyShay]

$GOOGL DOWN OVER 6% TODAY 😳

[Palantir Mafia @PalantirMafia]

Here’s some financial advice, it’s hard to lose money long term if you own great companies and hold them while they dominate their own market. $PLTR

And $PLTR Dominates the AI ontology market

[PalantirHotline 🎯 @PalantirHotline]

This is the last chance you’ll get to buy $PLTR in the low triple-digits.

SaaS apocalypse?
Low ROI tokenmaxxing?
AI model vibe slop?

Palantir is the 1 of 1 antidote that cures you from these ailments and helps you maximize value.

The market will figure this out.

[LodgeFinance @lodgefinance]

@NatashaAKA2a Good night 😴

[LodgeFinance @lodgefinance]

@mistressdivy Goddess ❤️