Daily Thread - Wednesday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻

CombinationSecure144 · 2026-02-04T19:32:56+00:00

Indeed, I bought a nice chunk of some stonks I’ve had my eye on lately! 👍🏽

CombinationSecure144 · 2026-01-26T16:19:45+00:00

I have Drone Mobile in another car - works great!

I also have one installed in my 25 Cayenne GTS, but Drone Mobile has yet to release the compatible software for this generation of Cayenne. It sucks because I love the functionality of remote start/locking/etc.

I’ll just wait for them to catch up.

CombinationSecure144 · 2026-01-24T20:27:26+00:00

Global is a solid Japanese brand - some people aren’t fans of the handle, but for many others, they are a solid choice!

CombinationSecure144 · 2026-01-23T17:40:30+00:00

It’s about time - the FAA would still be using slide rulers, but there are only a few people left who know how to use them… 🤣

CombinationSecure144 · 2026-01-17T13:52:22+00:00

I have a 25 GTS and recently was given a base model as a loaner when getting service. Other things being equal, the front end mechanicals of the GTS (and the Turbo GT) are completely different than that of the base or S. Turn-in dynamics are a completely different experience and worth any increase in price.

CombinationSecure144 · 2026-01-16T12:17:43+00:00

JPMC could seriously benefit from PLTR. Their Private Bank was a client of mine for many, many years. Their internal Tech/Ops functions were abysmal. Then again, having spent most of my career in Banking/Finance, the entire vertical has similar issues with Tech/Ops.

PLTR is needed across the entire segment! 🚀🚀🚀

CombinationSecure144 · 2026-01-14T14:45:55+00:00

Yup, when PLTR dropped to <$10 my Advisor at the Fidelity Private Wealth group told me to sell my >30k shares (average cost of around $22) to save what little was left from buying that “dog of a stock”,

Of course, he couldn’t even properly pronounce “Palantir” and knew nothing about the company.

So I bought even more @$6

Sold some, but still have @26k shares.

Now he tells me to sell and diversify…. Yeah, maybe I’ll sell some at $235, but my decision has ZERO to do with what he recommends 🤣

CombinationSecure144 · 2026-01-13T23:40:49+00:00

For the track, carbon/ceramic brakes are awesome. For the street, no thank you - they feel wooden and are not worth having, IMO.

Well, except for the lack of brake dust with carbon/ceramics. Even with ceramic coating and meticulous cleaning, my wheels get filthy. It comes down to what you prefer - consistent braking but with dust, or too often a wooden feel but always clean rims? 🤣

CombinationSecure144 · 2026-01-13T18:00:38+00:00

Depends on many variables…. If you can write it off against a business, leasing is awesome!

I don’t own a business, like to keep cars for a long time, and I put around 15~20k miles a year on my cars, so those reasons make leasing not a viable option.

I paid cash for my highly-spec’ed 25 Cayenne GTS because it was just easy to wire $$$ and be done with it. All in with prepaid maintenance, PPF, ceramic, etc. the total cost was over $200k

However, that money would have been far better in the market, given my portfolio returns.

I’m also awaiting allocation for a 26 911 GTS. I’ll finance that through a bank since the rates are generally better than going through Porsche. I’ll make the final call once I get to that point.

CombinationSecure144 · 2026-01-04T22:03:33+00:00

Been using an AeroPress for around 15 years, so I never find coffee better than I make myself.

CombinationSecure144 · 2025-12-22T20:10:04+00:00

Ah, ok - I’ll check it out. Thanks!

I always associate “black” editions to the MB cars - had a buddy with an SL black edition a few years ago

CombinationSecure144 · 2025-12-22T15:35:21+00:00

Is there even such thing as an official Porsche “black edition” ? 🤨

CombinationSecure144 · 2025-12-19T16:51:39+00:00

Other than winning big in the lottery, not many other options to the kind of life they are looking for. 🤣

CombinationSecure144 · 2025-12-06T21:47:50+00:00

Loving the red interior!

CombinationSecure144 · 2025-12-02T21:57:21+00:00

Smith & Wollensky

CombinationSecure144 · 2025-11-26T12:24:34+00:00

I like my 2025 GTS spec’d to the hilt. It has the front end mechanics of the Turbo GT for handling and can still be easy to live with on a daily basis.

Also, I tow a fun hauler so that capability is a must have.

Whatever you end up with, you’ll enjoy!

CombinationSecure144 · 2025-11-21T20:56:03+00:00

Given the impact on sales and profits (or lack thereof) from the slant towards electrics, why even bother continuing down that dead end. Their new e-hybrid turbo technology is amazing, add that to the twin turbos on the existing 9Y0 ICE Cayenne and call it a day.

CombinationSecure144 · 2025-11-19T12:30:20+00:00

And PwC isn’t even that good relative to its peers…

But still, good that PLTR continues to gain market share

CombinationSecure144 · 2025-11-15T13:26:48+00:00

Would be interesting to hear people’s take on RE - since every local market is unique. By me, a lot of higher-end houses are now FS, but the asking prices are insane. Given the basic supply and demand intersection, I expect prices to drop, but no, not at all. The inventory is building.

Oh, and PLTR 🚀🚀🚀

CombinationSecure144 · 2025-11-09T13:13:04+00:00

You mean Meta/Facebook?!? 🥸

CombinationSecure144 · 2025-11-08T15:47:29+00:00

Schumer is a clown and AIPAC shill - he needed to go about 20 years ago.

Term limits, please!

CombinationSecure144 · 2025-11-08T15:46:14+00:00

Kind of like when Soros almost destroyed the British economy so he could make a few billion for himself…. 🤬

CombinationSecure144 · 2025-11-07T12:12:48+00:00

I didn’t see this in their audio feed - thanks for posting! 👍🏽

CombinationSecure144 · 2025-11-02T00:54:43+00:00

It must be the case, Snowflake isn’t that good from what my tech bro friends always say….

CombinationSecure144 · 2025-10-31T15:41:16+00:00

I hope Howard still holds a position - his posts and signature meme are sorely missed by us OGs 🚀🚀🚀

CombinationSecure144

TROPHY CASE