Revolver Capital

#proptrading #hedgefund #researcher #stocks #options #futures #crypto

[Revolver Capital @unknownpoindext]

$issc Tomorrow, I'm adding to my already over-sized position in $ISSC. I dumped most of my $GOOGL call spreads.

[Revolver Capital @unknownpoindext]

$ISSC trading well and with volume support going into earnings. It may be getting ahead of itself. Fair value with a solid report is ~$21, but if they disappoint could see $12 or below.

[Revolver Capital @unknownpoindext]

@StockMKTNewz Garbage in, garbage out.

[Revolver Capital @unknownpoindext]

$PLTR

BILLIONAIRE INVESTOR MARIO GABELLI MENTIONED PALANTIR CEO ALEX KARP’S BOOK TODAY ON CNBC.

I really think this book is going to change the way people look at business, technology and the broader trajectory of humanity.

We’re seeing it already in some of the world’s most famous investors referencing it as they speak about the issues of our time.

Mario was asked about a company like John Deere being impacted by tariffs & immigration.

He responded: “The Technological Republic, a new book by Alex Karp, is going to be a GAME CHANGER in how people value companies,” implying that after reading the book — your entire worldview can change on the nature of what it means to derive a company’s value.

Mario claims that John Deere is not going to be concerned about tariffs and immigration IF they embrace technology — the conventional “bad” or “external macro” events can be mitigated & even flipped into something positive which increases the ability for John Deere to weather that storm.

This, in turn, expands their multiple as they provide value to society IN SPITE of global events that their competitors cannot weather through because they DO NOT embrace technology.

Why is this world view of the Technological Republic important?

Well, it’s the same world view Alex Karp has been speaking about for a decade that is now coming to fruition as we enter the greatest technology revolution of our lifetimes…

Transformational software changes the existential paradigm of how an enterprise can achieve, build, and expand their value.

What is the promise of Palantir’s software to government and commercial clients?

Becoming more efficient, decreasing costs, expanding operating margins, growing the top and bottom line — essentially an ontological representation of your business can lead to transformational business results which are good for HUMANITY.

These ideas were seen as radical and unable to reach the masses.

Now, they are becoming mainstream because they are the ONLY important ideas that people want to embrace. When your business flips overnight due to a war, pandemic, etc. then you NEED transformational software to survive.

I think this book is going to introduce the world to ideas that Palantir as an organization has embodied for two decades. It’s why the company is so special and gets valued the way it does.

There’s not many tech CEOs writing philosophical messages at the intersection of Western Values and technology…

Alex Karp is & that is simply why Palantir continues to be one of the companies the street cannot deny.

Book is available for preorder and launching on Feb 18th: