BitCat

Used market research data, @OpenAI's GPT-4, and @noteableio to project AI market size & #Palantir stock price from 2023-2030. Assumptions: Palantir gains 1-4% of the AI market share each year & trades at a P/S ratio of 10. @PalantirTech

Tesla bulls are missing the more likely scenario: SpaceX rerates 5x by mid-2027, then acquires $TSLA at a 30% premium before Optimus /FSD scales in 2028. The real upside accrues to the $SPCX buyer. That’s the art of the deal. Wake up. The risk of not owning SpaceX is real. Buying $TSLA is hopium.

Everyone is focused on who has the best model. NVIDIA is telling you that’s the wrong question. The winner in enterprise AI will be whoever orchestrates thousands of specialized models into real business workflows. That’s the $PLTR thesis. $2–3T Market Cap isn’t impossible—it becomes the logical upside for #pltr if enterprise AI adoption accelerates.

My $PLTR Q2 Call before Monday's print (Aug 3): - FY26 guide raised to ≥80% growth (~$8.05B+) - At least one new Sovereign AI deal announced. The 5-week Karp campaign (manifesto → CNBC → all-hands 3 days before ER) wasn't stage-building for nothing - And a +10% stock move🎉🚀

Who’s the REAL BTC Profit KING? Bitcoin @108K → $MSTR will drop $14.2B Q2 gains, $11.2B Net Income (~$40 EPS). That’s 8× Tesla’s $1.395B profit – and $TSLA’s BTC stack added $284M (20%). Wall Street is STILL sleeping on this BTC earnings monster. $MSTR is wildly undervalued.

🚨 How high does #Bitcoin need to go for $MSTR to become the most profitable tech company on Earth? Answer: $251,600 per BTC. At that level, MicroStrategy would report >$100B in annual profit — more than Alphabet, Apple, or Microsoft. Just fair value gains. Thanks, FASB. 📊🔥

The Q2 setup for $MSTR is a monster! With BTC closing Q1 at $82,549, and now eyeing $110,000+ into June 30, Strategy is on track for a +$16B fair value gain. Under the new FASB rules, this flows straight into earnings. At $380, $MSTR is deeply undervalued. Unless BTC crashes in the next 2 weeks, it’s almost impossible for $MSTR not to report a Q2 profit — just in time for S&P 500 eligibility. Frontrunning will be violent. 🧨

Top 5 Positions in My Growth Portfolio All founder-led. All #1 in their category. 🚀 1.$PLTR – OS for AI-powered decisions 2.$HOOD – Infra for next-gen retail finance 3.$MSTR – Largest Corporate Bitcoin Holder 4.$HIMS – Healthcare disruptor 5.$RKLB – All in one Space company Conviction > Diversification.

Excited for Rocket Lab $rklb. Neutron's July 2025 launch nears, backed by a $1B backlog, 30%+ growth, & strategic acquisitions. Peter Beck’s vision rivals SpaceX. Trump reviewing SpaceX contracts. Cantor Fitzgerald’s $35 target signals big upside! cryptopolitan.com/trump-revi…

War. Bears. Black Swans. The most hated stock market rally in history according to @fundstrat What’s next will be even more brutal for the bears: 1.Rates collapse 2.Risk on 3.DXY tumbles 4.Stocks/Bitcoin explodes higher 💥 #SPX #NASDAQ #Stocks #Bitcoin

. @MicroStrategy has the best business model in the world. Do you know any other company that wins when more competitors enter the market? $mstr

Powell should be fired by @realDonaldTrump What do you think? 🤔

Top things to own in 2025: BTC, PLTR, Hood and MSTR. I expect a BTC double Top around 110 k. Could be higher but wouldn’t count on it.

You only understand crypto if you are #bitcoin heavy. Otherwise you need more time. Cycles will teach you the lesson.

“The winners in AI will be powered by @PalantirTech and the losers will read analyst notes.” – Alex Karp 🔥

Palantir $PLTR stock at a $250 Billion market cap is like the nerd in high school who grows up to become a billionaire—everyone regrets doubting them.

Alex Karp, $PLTR: “We are doing it! And I am sure you are enjoying it as much as I am!” Legendary Earnings Call 😸 youtube.com/live/Bk1I5mZlxF8… @amitisinvesting @arny_trezzi @em013L @vinceisbullish @RealMattMoney

Trump Tariffs, a weakening USD, rate cuts and inflation risks could drive Bitcoin’s explosive growth. As fiat currencies face instability, BTC may rapidly rise from $90K to $150K. $btc #DXY #tariffwar

Microstrategy ($MSTR) 🚀 🔹 BTC $150K → MSTR $700-$900 🔹 BTC $200K → MSTR $1,000+ Bull case brewing for 2025