21 Articles 0 Followers
19 Jun 2026 6 minute read 0 comments Sdom
For over two decades, Silicon Valley giants tried to convince us that their sole purpose was to "connect people" and make the world a better place. While this was rarely true, the narrative sounded light, fluffy, and safe. However, modern geopolitica...
15 May 2026 2 minute read 0 comments Perfectionist25
I don't usually write much about Cloudflare because it's extremely expensive, even more expensive than Palantir. The 15% drop after the earnings report seems to have attracted attention, but seriously, if it drops by 50%, then I'll become a buyer. Th...
18 Apr 2026 2 minute read 1 comment Perfectionist25
I want to talk about Anthropic and OpenAI's security models, which couldn't even be made available for public use. You read that right; Anthropic and OpenAI can't make this model available for public use. The reason is this: these security tools can...
7 Mar 2026 1 minute read 0 comments Perfectionist25
While the world watched the flames in the Middle East, Peter Thiel quietly landed in Tokyo and held a crucial 25-minute closed-door meeting with Prime Minister Sanae Takaichi. This meeting is the clearest evidence yet that Palantir and Anduril have c...
10 Dec 2025 1 minute read 0 comments Lucid Vibrations
At birth, Palantir Waking up, Palantir At breakfast, Palantir Walk out the door, Palantir On your phone, Palantir In the sky, Palantir In the dirt, Palantir Listening crystal clear, Palantir Take a shit, PalantirFlush, Palantir In the hot tub, Pal...
14 Nov 2025 3 minute read 2 comments Perfectionist25
Because he conducted a study unlike any other, examining numerous mortgage-based security (MBS) files to determine the default rates. Observing the upward trend in default rates, Burry predicted the system would eventually collapse. Furthermore, Burr...
5 Jun 2025 3 minute read 5 comments Perfectionist25
There are some companies where classic valuation metrics are not enough to tell their story. Stocks with extraordinary growth stories often overturn traditional valuation metrics. For example, Tesla $TSLA: At one time, its P/E ratio was above 1000. T...
17 May 2025 10 minute read 1 comment Perfectionist25
The Russia-Ukraine War showed us that wars, armies and war doctrines are changing radically in the world. Along with this, the war equipment that armies will use. While conventional wars require heavy tanks, ships and aircraft that cost hundreds of m...
7 May 2025 1 minute read 3 comments Albertocrypto
Leading Wall Street analysts are not entirely convinced about Palantir's (PLTR) future. This can be determined simply by looking at each analyst's opinions. While several have raised their price targets, others, such as Goldman Sachs and Morgan Stanl...
4 Feb 2025 7 minute read 0 comments Perfectionist25
There was a sharp increase last Friday. We were up by about 1% that day, then the news of Trump's tariffs came. Actually, there was no new news, I should say the market woke up to the news. Because the market believed that the tariffs could be postpo...
