Sparky

$PLTR $TSLA $NVDA Top 3 holdings. Real Estate Owner/Investor. Constellation Energy Employee and investor $CEG. Tesla/Nvidia since 2018 Palantir since $7

[Sparky @NukeOPS51]

Updated TOP 10 Holdings as of 2/3/26

1. @PalantirTech $PLTR
2. @nvidia $NVDA
3. @Tesla $TSLA
4. @SoFi $SOFI
5. @RedCatHoldings $RCAT
6. @Apple $AAPL
7. @Rivian $RIVN
8. @SymboticTweet $SYM
9. @TeledyneLecroy $TDY
10. @RobinhoodApp $HOOD

$SYM & $HOOD are new positions this week

[Sparky @NukeOPS51]

@DCDOWORK Future growth is shit though and future outlook doesn’t look as appetizing

[Hims House @himshouse]

$HIMS STANDS TO GET A BIG CHUNK OF $2.2 BILLION PEPTIDES MARKET -BARRON'S

ACCORDING TO LEERINK, $HIMS COULD TAKE 20% OF THE MARKET ($440 MILLION) 🤯

Interestingly, Leerinks expects 2027 peptides sales to be lower than 2026 sales with health providers taking "a more narrow approach to prescribing"

[BlueMoonTrades (BMT) @BlueMoonTrades]

Hot breakout in $HIMS today .. Rocket launching very soon ..

[Sparky @NukeOPS51]

@DCDOWORK Prove it. Let’s see the buy

[Evan @StockMKTNewz]

@WOLF_Financial 69.42% would be insane

[TMK @themagaking]

Elon Musk's companies employ roughly 170,000 people.

AOC drove Amazon out of New York, killing 40,000 jobs.

One creates. The other destroys.

They are not the same.

[unusual_whales @unusual_whales]

BREAKING: Trump admin blocks foreign access to Anthropic's most powerful AI, per Axios.

[Sparky @NukeOPS51]

Why do all the Liberal @TheDemocrats say the same damn thing! @SenWarren @BernieSanders and this alike ALL same the same shit but have yet to change the tax advantages that the rich have even though they’ve been in office for 30+ years. They’re all idiots

[Mayor Brandon Johnson @ChicagosMayor]

This is not a sign of prosperity. It's an indictment of a broken economy and a broken tax code.

[Sparky @NukeOPS51]

@SteveUrkelDude My $80 order isn’t filling either.

[Natalie F Danelishen @Chesschick01]

Bernie Sanders and AOC haven't created a single millionaire.

Elon just created 4,400 millionaires.

Socialism vs. Capitalism

[Morning Answer @MorningAnswer]

.@JBPritzker is the worst governor in America.

[Sparky @NukeOPS51]

$CEG ever gonna catch a bottom. Lordy! This stock can’t seem to find support

[Polymarket @Polymarket]

JUST IN: Florida hospital reveals Palantir software has cut sepsis deaths by more than half since it was installed.

[Sparky @NukeOPS51]

@ginamilan_ This makes you elite? We just paid $15,000 down in #Merida Mexico via #Neorgana for our son

[Sparky @NukeOPS51]

@unusual_whales Bull fuckin shit

[Rep. Nancy Mace @RepNancyMace]

We want the Death Penalty for anyone who rapes a child.

[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.

[Flow God @FL0WG0D]

What a comeback $MSFT

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Nvidia, $NVDA, is boosting its quarterly cash dividend from $0.01/share to $0.25/share.

[Sparky @NukeOPS51]

@Mr_Derivatives Quite the privilege that was 🤣🤣 15 seconds and it was over $NFLX @jakepaul @RondaRousey @ginacarano @netflix