Quality Specialist at @anduriltech | Sharing memes and my portfolio with full transparency since 2023
Joined June 2023
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The audacity for Rishi to talk negatively about Palantir stock from $6 to $196
If nothing else, he’s consistent…
RBC on Palantir $PLTR ahead of earnings:
“Risk/reward skews negative.”
Palantir remains the most expensive stock in RBC’s SaaS coverage, at roughly 61x 2026 and 40x 2027 consensus revenue on an enterprise-value basis.
The firm acknowledges that growth improves the comparison, but says “we struggle to underwrite a scenario that justifies current valuation levels.”
Its review of retail shareholder questions also shows attention shifting back toward dividends, buybacks and stock splits. RBC interprets that as growing pressure for shareholder returns, given Palantir’s roughly $9B cash balance.
Government activity remains elevated in RBC’s estimates, supported by ongoing geopolitical demand.
However, its tracker shows contract value declining QoQ and net new annual contract value falling noticeably compared with the previous four quarters, suggesting some sequential cooling.
It’s kinda crazy to me that we take sunlight captured by grass, feed it to a 1,200-pound ruminant whose rumen is a living fermentation vat of trillions of bacteria, protozoa, and fungi that break down cellulose we can’t digest and rebuild it into complete proteins with every essential amino acid plus heme iron, B12, and creatine, then we selectively breed these animals for thousands of years, raise them, harvest them, grind the trimmings to a precise fat ratio, and the myoglobin in the muscle blooms bright red when it meets oxygen, and that this stuff is dense enough in bioavailable nutrients that it can literally build human muscle, fuel brains, and support entire civilizations
oh yeah and we mostly just form it into a patty and slap it on a bun with some ketchup
It’s kinda crazy to me that we melt sand down, clean it to 99.99999% purity, literal wizards have to draw it slowly into an ingot, we cut it, inscribe a hundred billion little on/off switches on it, and when you run electric current through it you can do basic arithmetic, which when you do enough of it can do any math on the planet, and which describes reality well enough that we can teach it the ontological meaning of words and their distance from each other on a high-dimensional space, and if you ask, it can tell you what word comes next and that apparently is powerful enough that if you do it a hundred billion times it’s the smartest thing to ever exist
oh yeah and we use this primarily for email
People get assigned early on covered calls and cash secured puts and don’t know why
The difference between the strike and current price = $22
The difference between $22 and the option price = $0.25 (extrinsic value)
Time to roll soon 🛞
I’m so jealous of the energy from other stadiums man..
the vibes will be absolutely electric while Dodger stadium is like
“The factory is the weapon.”
-@traestephens
Anduril has just announced that it’s manufacturing interceptor missiles.
A few weeks ago, General Motors announced it’s producing parts for Patriot Missiles.
The Factory is the Weapon ⚔️
