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Antonio Linares
RT @alc2022: Here's what everyone missed in the $PLTR Q1 earnings:
The contribution margin has accelerated meaningfully QoQ, implying exponential financial growth over the coming year. An explanation 👇
The metric has risen from 55% in Q1 2023 to 60% in Q1 2024. This is an EXTRAORDINARY jump.
This signals lower cost of deployment and therefore improved unit economics.
As a leading indicator of profitability, all margins follow suit.
Contribution margin is therefore the $PLTR thesis’s most signal-rich metric: if it rises quickly, so too will cash flow production.
Additionally, as the bootcamps themselves are productized–thus enabling $PLTR to conduct more bootcamps per unit of time–I believe contribution margin will accelerate further.
I also believe we can already see this dynamic in this quarter’s acceleration.
If this trend continues, the long term implications are also VAST.
At the current rate of acceleration, the contribution margin will rise above 90% in the coming years and this will fundamentally change $PLTR moving forward.
At 90%, seamless deployment will allow $PLTR to drastically increase the number of customers per vertical, enabling a blueprint for scaling infrastructure that becomes accessible to companies N+1 and beyond.
This approach frees each subsequent company from purchasing raw compute and allows them to acquire computation tailored precisely to their operational objectives.
Drawing a parallel to gasoline, this shift is akin to providing wildcatters with industrial drilling equipment.
This changes how computation is sold in the market and places $PLTR at the top of the cloud compute funnel–in the fortunate position of being able to redirect prospective customers to the cloud hyperscalers.
In time, this should proliferate Palantir’s operating capability and, thus, free cash flow levels per share.
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RT @alc2022: Here's what everyone missed in the $PLTR Q1 earnings:
The contribution margin has accelerated meaningfully QoQ, implying exponential financial growth over the coming year. An explanation 👇
The metric has risen from 55% in Q1 2023 to 60% in Q1 2024. This is an EXTRAORDINARY jump.
This signals lower cost of deployment and therefore improved unit economics.
As a leading indicator of profitability, all margins follow suit.
Contribution margin is therefore the $PLTR thesis’s most signal-rich metric: if it rises quickly, so too will cash flow production.
Additionally, as the bootcamps themselves are productized–thus enabling $PLTR to conduct more bootcamps per unit of time–I believe contribution margin will accelerate further.
I also believe we can already see this dynamic in this quarter’s acceleration.
If this trend continues, the long term implications are also VAST.
At the current rate of acceleration, the contribution margin will rise above 90% in the coming years and this will fundamentally change $PLTR moving forward.
At 90%, seamless deployment will allow $PLTR to drastically increase the number of customers per vertical, enabling a blueprint for scaling infrastructure that becomes accessible to companies N+1 and beyond.
This approach frees each subsequent company from purchasing raw compute and allows them to acquire computation tailored precisely to their operational objectives.
Drawing a parallel to gasoline, this shift is akin to providing wildcatters with industrial drilling equipment.
This changes how computation is sold in the market and places $PLTR at the top of the cloud compute funnel–in the fortunate position of being able to redirect prospective customers to the cloud hyperscalers.
In time, this should proliferate Palantir’s operating capability and, thus, free cash flow levels per share.
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Offshore
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Hidden Value Gems
🎉Excited to announce that I will be hosting the second Investment Masterclass starting from 11 June.
✅Investing is usually taught in a highly technical way (eg one chapter just on the cost of capital) or as a set of philosophical tenets (be patient).
✅In my course, I will be sharing the investment methods that have worked for me, the five crucial points in company analysis, position sizing and portfolio construction, and other practical questions.
✅A small group of participants will be able to interact and ask questions; there will also be several case studies.
✅This is the last live Masterclass this year. Don’t miss the opportunity to learn practical tools, interact with like-minded investors, and share your story.
🎯Register today on the Hidden Value Gems website!
#InvestingInsights #StockAnalysis #FinancialSuccess #InvestmentTraining #InvestmentCourse
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🎉Excited to announce that I will be hosting the second Investment Masterclass starting from 11 June.
✅Investing is usually taught in a highly technical way (eg one chapter just on the cost of capital) or as a set of philosophical tenets (be patient).
✅In my course, I will be sharing the investment methods that have worked for me, the five crucial points in company analysis, position sizing and portfolio construction, and other practical questions.
✅A small group of participants will be able to interact and ask questions; there will also be several case studies.
✅This is the last live Masterclass this year. Don’t miss the opportunity to learn practical tools, interact with like-minded investors, and share your story.
🎯Register today on the Hidden Value Gems website!
#InvestingInsights #StockAnalysis #FinancialSuccess #InvestmentTraining #InvestmentCourse
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Antonio Linares
Predictions for the next 10 years:
1. $HIMS will evolve into a healthcare giant, by deflating healthcare prices worldwide.
2. $AMD will disrupt $NVDA’s dominance of the AI space.
3. $SPOT will evolve into an audio search engine will billions of MAUs.
4. $PLTR will evolve into the platform that enables AI adoption in the West and on which folks build companies on first.
5. $AMZN’s market cap will increase multiple fold as its FCF/share levels increase exponentially, driven by its proprietary AI models.
6. $TSLA will unlock material abundance by combining AI, cheap energy and hyper-efficient manufacturing.
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Predictions for the next 10 years:
1. $HIMS will evolve into a healthcare giant, by deflating healthcare prices worldwide.
2. $AMD will disrupt $NVDA’s dominance of the AI space.
3. $SPOT will evolve into an audio search engine will billions of MAUs.
4. $PLTR will evolve into the platform that enables AI adoption in the West and on which folks build companies on first.
5. $AMZN’s market cap will increase multiple fold as its FCF/share levels increase exponentially, driven by its proprietary AI models.
6. $TSLA will unlock material abundance by combining AI, cheap energy and hyper-efficient manufacturing.
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Offshore
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Giuliano
After four months deeply studying books, I returned to simply reading.
It’s unbelievable how much easier it is.
Almost done with Feynman’s. https://t.co/FdNP3IuW6R
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After four months deeply studying books, I returned to simply reading.
It’s unbelievable how much easier it is.
Almost done with Feynman’s. https://t.co/FdNP3IuW6R
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Dimitry Nakhla | Babylon Capital®
Lam Research $LRCX with a 10:1 stock split (effective after October 2, 2024) & authorization of a $10B share buyback
#stocks #investing
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Lam Research $LRCX with a 10:1 stock split (effective after October 2, 2024) & authorization of a $10B share buyback
#stocks #investing
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Hidden Value Gems
Surprised that $NVDA is only top3 performer in the S&P 500 year to date…
40% run in $CMG is also hard to understand for me 🤷🏻♂️
I can understand why people are “excited” about utilities.
h/t @charliebilello https://t.co/Z4ige2Us65
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Surprised that $NVDA is only top3 performer in the S&P 500 year to date…
40% run in $CMG is also hard to understand for me 🤷🏻♂️
I can understand why people are “excited” about utilities.
h/t @charliebilello https://t.co/Z4ige2Us65
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Antonio Linares
RT @Technimentals: $HIMS jumped over 25% yesterday after they announced they will offer compounded GLP-1 agonist weight loss drugs at a much lower price than branded versions.
@alc2022 thinks this could be a 100x stock and has written some in-depth articles on the company.
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RT @Technimentals: $HIMS jumped over 25% yesterday after they announced they will offer compounded GLP-1 agonist weight loss drugs at a much lower price than branded versions.
@alc2022 thinks this could be a 100x stock and has written some in-depth articles on the company.
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Offshore
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Hidden Value Gems
Utilities and insurance $ACGL are among the best performers so far this year, don’t forget that $BRK.B is one the biggest players in both segments 😉
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Utilities and insurance $ACGL are among the best performers so far this year, don’t forget that $BRK.B is one the biggest players in both segments 😉
Surprised that $NVDA is only top3 performer in the S&P 500 year to date…
40% run in $CMG is also hard to understand for me 🤷🏻♂️
I can understand why people are “excited” about utilities.
h/t @charliebilello https://t.co/Z4ige2Us65 tweet
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The Long Investor
$ETH
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$ETH
UPDATE: @Grayscale just filed an updated 19b-4 for their Ethereum Mini Trust. We should see a bunch of these come in today. https://t.co/MuuZihyw8p tweet