$PLTR (Palantir Technologies Inc.) Palantir’s upcoming AI FDEs will allow Palantir to scale in a way that will blow everyone’s minds, similar to AIP. Customer use cases stuck in the current demand backlog for human FDEs will go exponential once freed up from constraints. I think this will trigger the... Show More
Many investors mask their lack of ability under the guise of ‘prudence.’
Meanwhile, the most brilliant investment ideas often look rash at first—and that’s precisely why our concentrated portfolio focuses on what we believe are game-changers, not just the ‘safe bets.’ $HIMS (Hims & Hers Health Inc)... Show More
$HIMS (Hims & Hers Health Inc) is positioned for Strong Growth in the Coming Years.
1. Large Addressable Market
The U.S. healthcare system is a multi-trillion-dollar industry still ripe for disruption—valued at over $4T. This presents a significant opportunity for $HIMS to capture market share.
2. Widespread... Show More
Year-End Portfolio Update: 160.57% Return 🚀
What an incredible year for our portfolio! We’ve wrapped up with a 160.57% return, highlighting the power of conviction and a focused strategy.
• $PLTR continues to impress with its growth trajectory, and we believe it has plenty of room to run.
• $HIMS... Show More
November Portfolio Update: 65.71% Return and a New All-Time High 🚀
What an astonishing month for our portfolio, reaching a new all-time high!
$PLTR (Palantir Technologies Inc.) had a massive Q3 report, and the market is starting to understand the potential of this company. As Alex Karp said, "This... Show More
October Portfolio Update: 7.60% Return and a New All-Time High 🚀
I’m excited to share that our portfolio achieved a 7.60% return in October, reaching a new all-time high. This growth reflects the careful balance between diversification and concentration, a strategy that isn’t always conventional but... Show More
September Performance Update: 20.42% Gain and New All-Time Highs
September has been an exceptional month, closing with an impressive 20.42% gain. This performance has pushed us once again to all-time highs (ATH), solidifying the strength and resilience of our portfolio despite broader market volatility.
Key... Show More
Reflections on the Imminent Explosion of Artificial Intelligence and Its Economic Implications
Hello everyone,
Lately, I've been delving deep into the impact that artificial intelligence (AI) could have on our economy and investment opportunities. After analyzing various studies and statements... Show More
Dan Ives, the famous Walltreet Tech Analyst on twitter.
“Raising $PLTR (Palantir Technologies Inc.) price target to $45 reflecting our increasing confidence in the enterprise driven AIP strategy now a clear "game changer" for the Palantir story. We are more bullish on PLTR going forward... Show More
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