- Bullish
- Bearish
Calls on $PLTR
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@amitisinvesting · Bullish not too many software names that are green overnight this one is a bounce on SaaS names + the continued importance of Palantir in the conflict could reverse the downtrend. $PLTR https://t.co/WIO13mFMZI
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@amitisinvesting · Bullish $PLTR $NVDA BREAKING: Palantir and NVIDIA announce a new Sovereign AI OS that provides a complete AI datacenter stack, combining NVIDIA’s Blackwell GPU infrastructure with Palantir’s full software platform to enable secure, production-ready AI deployments. The architecture https://t.co/RZW3E1fqHU
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@amitisinvesting · Bullish $PLTR $NVDA BREAKING: Palantir and NVIDIA announce a new Sovereign AI OS that provides a complete AI datacenter stack, combining NVIDIA’s Blackwell GPU infrastructure with Palantir’s full software platform to enable secure, production-ready AI deployments. The architecture https://t.co/RZW3E1fqHU
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@amitisinvesting · Bullish $PLTR Had a few days to read through everything Burry has put out on Palantir. First, I agree with everything Arny laid out below and it is a must-read around the worst takes of his 10,000 word article. I'd like to add the following thoughts: 1. This feels like a complete and https://t.co/3JbYE5ONWI
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@amitisinvesting · Bullish $PLTR At Palantir’s End of Year Event, Paragon! CEO Alex Karp: “The radical idea that Palantir believed in is that we would carry the burden of value creation. We would only get paid if our product actually transformed your business. That radical idea ended up working.” https://t.co/hDvHcwydTS
Latest calls
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$CRWD · Bearish first red close on the S&P in 10 days and it was chaos imagine if we actually stay red for a while 😆 as annoying as it is, did feel healthy earnings growth is strong but some valuations genuinely are not making sense, probably why $CRWD took a 10% hit oil at $95 also didn’t
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$MRVL · Bullish A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Marvell is up around 50%, on pace for its best day ever and adding more than $80B in market cap, after Jensen Huang called $MRVL “the next trillion-dollar company” at Computex. 2. OpenAI Codex now has
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$SHOP · Bullish $SHOP SHOPIFY: ANNOUNCES $3B INCREASE TO SHARE BUYBACK PROGRAM, TOTAL AUTHORIZATION IS NOW $5B tobi thinks the stock is cheap
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$MRVL · Bullish @benitoz $MRVL officially knighted today
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$AVGO · Bullish @ironimmigrant Well, $AVGO is one of them which is why they are moving after hours
Risk read
- No major grifter signals detected.
Score breakdown
- low win rate41.7
- concentration0.0
- young account0.0
- outlier dependency0.0