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
Replying to @InvestingVisual @brksbrksbrks
He is an idiot to think micron cares about a few lines on a chart. Sell it to me. I will sell it at 2000 back.
1
41
Replying to @BodieIsland1 @michaelsikand
If they don’t spend on capex china wins SI or even worse a competitor wins. Dems want a few regulations around Data Centers which is good. Your probably new to investing. Don’t let the noise fool you.
1
24
Replying to @liquidtrading
Yeah. Citrini is a joke nitter.cf/realmeetkevin/status/2…
So Citrini says we’re at peak
SemiAnalysis says we’re at the start
Both are owned by the same dude
🤷♂️
374
Replying to @BodieIsland1 @michaelsikand
how could they miss 😂 because the dems won? they are fine and will guide higher.
1
27
Replying to @brandonjcarl @SpecialSitsNews
Biggest bullshit I read today! Nvidia’s 70% FY28 growth guide is explicitly supply-constrained (memory, packaging, power). Demand is mostly driven by Labs, Hyperscalers, Enterprise Adoption is still low, Mainstream adoption is still low, Physical AI not started yet! I buy semis and sell them a year from now for 2-5 x to you.
4
Replying to @davelee
Price up = interesting. Price sideways = boring. Price down = Bitcoin dead
choose your mood buddy 😂
1
26
Replying to @Seixas_Capital @aakashgupta
Deal 😂 You see the reported numbers and I’ll sell you a few SpaceX shares at $750 each.
1
39


