Josh From CQ

Model 3+Y Owner/ Long term $TSLA $PLTR Investor Since 2019

[Josh From CQ @tesla_cn]

https://t.co/7iQ9JPiDLZ

[Josh From CQ @tesla_cn]

带儿子投资美股-02

10/5号，给我说还想买一个虚拟货币。我说最好不要炒币，不要想着一夜暴富，何况你现在没什么本金。币股风险很高，很容易被割韭菜。儿子说： 我还是想买。我说： 好吧，总得尝试一下。我于是用我的coinbase账户给他买了。

[Josh From CQ @tesla_cn]

带儿子投资美股-01

之所以用带，而不是教，是因为儿子对投资还不是很感兴趣。从小学我就开始教他投资知识了，后来因为他实在不敢兴趣，就放弃了。现在高二了，貌似有了点兴趣。两周前，10/5号，给我说想用$600零花钱买这只股票… 我闻所未闻… 不过他想买就买吧… 于是买了10股😅

[Josh From CQ @tesla_cn]

@SVScholar 上周就加仓了

[Josh From CQ @tesla_cn]

@Money_or_Life_X 死扛吧。。。加油~~~

[Josh From CQ @tesla_cn]

@darrencao2024 我加了nbis

[Josh From CQ @tesla_cn]

从 Sovereign AI 到万亿美元市值：Palantir会通向哪里？

[Eliano A Younes @eliano]

how Sovereign AI is powering Palantir’s growth 🔁

“companies are realizing, and it equally applies to the government, that you're not gonna pick any one model provider. That actually your sovereignty and agency as an institution comes down to your ability to kind of control and decide which models you're gonna use in what context, have the ability to switch models, to be able to control the weights themselves where you need to feel that control over them.

It is your alpha. It is what makes your institution special.”

@ssankar on @FaceTheNation

[Josh From CQ @tesla_cn]

Palantir再创新高，股价突破$208。但有意思的是，与前高$207相比，随着营收和利润持续高速增长，今天的Pltr估值反而更便宜了。投资成长��AI公司，不能只看股价涨了多少，更要看盈利增长了多少。看好AI的长期发展与Palantir的商业模式，继续长持🥳

[Josh From CQ @tesla_cn]

高晓松发文悼念刘欢。

平凡中的伟大，一路走好🕯️

[Josh From CQ @tesla_cn]

@SVScholar 大佬，这些数据从哪里来的？

[Josh From CQ @tesla_cn]

@youngstockuser 遗漏了Pltr

[Josh From CQ @tesla_cn]

@peng_hellen 谢谢分享。。。现在继续加仓Rklb还可以吗？

[Josh From CQ @tesla_cn]

Lets take a look...

[Jack Prescott @JackPrescottX]

Palantir went public 6 years ago today.

It is worth your time to go back and read Karp’s letter from the DPO:

Karp’s letters will be studied one day.

[Josh From CQ @tesla_cn]

生化8把生化系列不同阶段的设计语言进行了成熟的融合：既延续了7代的第一人称恐怖体验，又大量吸收了生化4尤其是重制版的关卡结构、战斗节奏、资源管理、武器升级和商人系统，同时又通过城堡、村庄、工厂，恐怖娃娃屋等场景不断切换玩法风格。不过，我依然认为生化4重制版的整体性和完成度更胜一筹，而8代更像是对整个系列的集大成式致敬。唯一的问题是实在不太习惯第一人称视角，头晕，花了十块钱买了第三人称视角DLC，不然真有点顶不住。

[Josh From CQ @tesla_cn]

Exactly 👍

[Serenity @aleabitoreddit]

I assign essentially 0% probability that Anthropic or OpenAI will slow down frontier development in any meaningful way.

And that majority of the "regulation" they try making is regulatory capture to slow down competition.

1. Anthropic/OpenAI will not willingly hand over their lead to Gemini, xAI, Meta, or another frontier lab.

-> Elon will want a slowdown to catch up with OpenAI.
-> OpenAI will want a regulatory framework to slow down xAI + competition.

Every lab has an incentive to support rules that constrain competitors more than they constrain itself

2. The US is not going to meaningfully slow frontier AI development while China continues advancing. (as seen with Trump's post today about rejecting AI slowdown).

It would be probably the most flagrant national security risk if China leapfrogged the US in capability.

Especially when both sides have called frontier AI capabilities "cyber nuclear weapons"

3. China will not slow down frontier AI development. That is a given.

It will be theater if any of these parties agrees so publicly, because behind the scenes:

-> They'll likely keep on progressing, whether it's OpenAI, the US Government, or China.

If they wanted to slow down, they could have done so themselves at any point in time:

Yet everyone is still fighting over the scarce resources to run AI as seen with memory procurement from Samsung going all the way to 2031.

Or the $NVDA / $AVGO supply constrained 70-100%+ Y/Y growth protections.

So I suggest people unfollow the clowns on X that predict AI stocks from $NVDA to $TSM to $MU will crash for engagement.

All this does is cause retail to panic short term and hand over the keys to the kingdom over to others.

[Josh From CQ @tesla_cn]

Cool

[amit @amitisinvesting]

$PLTR

The institutions are on board.

$225 PT from Rosenblatt and DA Davidson also increased their PT to $250 following AIPCon 11.

I have a bunch of interviews coming soon but my takeaway was simple: every single company working with Palantir wants to be associated with Palantir because they are actually seeing outcomes in their own business.

It’s very, very rare for a company to frame the entirety of their upside in the context of the results they deliver to their customers. Most companies can never take on that burden because they aren’t selling anything meaningful enough to create that burden.

Palantir embraces it. Their partners want to go on that journey with them because they know that outcomes are what they are paying for. The company’s growth rate is a direct by-product of deeply, deeply caring about delivering those outcomes, and every employee at the company only cares about solving the world’s hardest problems.

The NVIDIA partnership announced at AIPCon 11 was almost poetic. Dr. Karp talked about “chips and ontology” being how the AI revolution would play out 2 years ago, and now Palantir is building an ontology to help Nvidia manage building their chips, a supply chain that is more complex than most supply chains of entire countries.

Palantir started and is now leading a revolution of actually taking on the burden of value creation.

PTFB.

[Josh From CQ @tesla_cn]

@youngstockuser 已经$269了，不打算追了？谁现在敢买入？

[Josh From CQ @tesla_cn]

@hanking66 大佬goog均价多少，一直都在买吗？我今天建仓了。。。

[Josh From CQ @tesla_cn]

@Kay2289123 看来是all in AI啦！Pltr也是AI公司，没有想投资吗？

[Josh From CQ @tesla_cn]

学习一下