Brandon Beylo
“Just please don’t do something stupid like a massive dilution and destroy our capital.”

Mining executives: https://t.co/M63TPFPDIx
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Antonio Linares
Refined sugars are the leading cause for many awful conditions. They rot the body.

Yet, when I tell people I don’t eat sugar they usually get offended.

Why do you think this is?
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The Long Investor
The Prodigal Son has made a statement

$PLTR

Peter Thiel increased his stake in $PLTR from 7% to over 10% in his latest filing

Institutional ownership sits at 40.86% https://t.co/i1Jsm517NG - PalantirHotline 🎯
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The Long Investor
You thought they were not preparing for humanoid robots

lol

According to a video message, Chinese biomimetic humanoid robots have entered the mass production stage. https://t.co/9MJ3InJLpn - Zhang Heqing
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Hidden Value Gems
This probably explains Buffett's cautious stance on markets. Indices are close to all-time high, yet the feedback from his companies is that consumer demand is slowing down and sales are down in certain cases.

#StockMarket #investing #BRK https://t.co/WXxILZf91w
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The Long Investor
$AFRM just reported earnings, up 4.5% in the PM after a double beat.

Hope you enjoyed that freebie. https://t.co/ZJxyrCWEDw

$AFRM ok here is a freebie.

$AFRM reports their earnings before the market opens on Weds.

Bullish set up leading to its report release:
- Held and bounce on the 200 Day MA
- Broke out above the 50 Day MA
- Broke out of the falling bullish wedge
- In Wave 5.

Positive report and there is a route back to the previous high above $51.

If it misses, back down to the 200 Day MA at $31. - The Long Investor
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Giuliano
Freud on what to do in his sessions of dream-interpretation. https://t.co/SFCwMVg7pa
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The Long Investor
$SHOP a reminder where the support levels are for $SHOP

$SHOP 5 YEAR PROJECTION.

$SHOP is a strong contender to be added to our Top 20 List this summer.

If you want to see more of these, I would appreciate that you share this. https://t.co/v80xdVSzvU - The Long Investor
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Antonio Linares
$PLTR won't execute perfectly every quarter, but an in depth understanding of the company suggests that so long as the following drivers persist, the company will do very well over the long term:

1. $PLTR remains the best company in the West at operationalizing digital twins.
2. Over time, $PLTR productizes its digital twins so that deployment becomes quicker/cheaper and margins go up.
3. Past a certain level of productization, $PLTR becomes a platform that others can easily set up at any point in the customer company's life cycle.

With productization increasing, the thesis is evolving well.

Much like is the case with chips with $AMD and $NVDA, analysts often lack a first principles basis understanding of the technology in question.

It comes down to the following:

No digital twin, no AI. $PLTR provides the best digital twins, $PLTR wins AI market.
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The Long Investor
$UBER yes we were prepared for the $UBER post earnings decline

Chart uploaded on the 22nd of April https://t.co/Rqf02EO4Nj
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Giuliano
I’m starting to see it much clearer.

Freud may help me inquire into how the subconscious works, what mental models actually consist of, and how we can force and facilitate deep work.
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