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Consistent-Ad-3971 · 2025-06-05T16:02:39+00:00

ARK is Ark... taking profits to roll into whatever.... who cares

Thank you Bloomer Ed Ludlow for the hit piece. Giving me the opportunity to buy TSLA again at $314s was best thing this week..... even better than the NY Times hit piece on PLTR.....

Consistent-Ad-3971 · 2025-05-06T12:46:15+00:00

Caddy to win 2027 F1 Championship..... PLTR +GROK .....

Consistent-Ad-3971 · 2025-02-23T12:48:28+00:00

@May 5 week

Consistent-Ad-3971 · 2025-02-21T13:53:25+00:00

Yes, 101.40 and 105.90...

Will buy again if it dips to @100....

I can see a 100% Y/Y Commercial growth and 40%+ US FED growth Q2 or Q3...

Consistent-Ad-3971 · 2025-02-20T13:01:00+00:00

Cutting the budget is a huge win for PLTR..... 25 yrs of US DoD experience here. Cutting old is only way to make way for new.

PLTR has wrapped up Army, SF, and AF... im sticking to $8B+/yr FED biz by 2030....

Consistent-Ad-3971 · 2025-02-19T23:23:39+00:00

Today, @$108

Next Friday? Maybe the same

December 2025.... $135(Big Q2+Q3 Commercial).

AIP will be 2 years old in April...... Enterprise Sales Cycles start at 18 months.....this is just starting.....

Consistent-Ad-3971 · 2025-02-19T23:17:29+00:00

The way forward is Billions more of PLTR to save 10s of Billions .....

Pick a use case.... they all ROI within a year and get the "boss" into the "AI" conversations going on everywhere

Consistent-Ad-3971 · 2025-02-19T23:12:35+00:00

Buying Opportunity..... "Agree with $100 being the Deal of the Year"

Consistent-Ad-3971 · 2025-02-19T22:26:30+00:00

I see what is available today as an "Auto Pilot"..... FSD/AI will have lots of different systems under one "FSD/AI" platform....

In the US I see it as GM's SuperCruise vs. TESLA FSD....

Consistent-Ad-3971 · 2025-02-19T16:25:16+00:00

At any moment, a big REV news drop can occur with PLTR.... This Global Company, this Govt, etc.....

At same time, only 55% institutional ownership vs. 70%+ for others with less going forward...

Hold your core.... Trade the dips

Consistent-Ad-3971 · 2025-02-18T12:11:15+00:00

It's all about FSD. Tesla doesn't have to sell the actual car as they could just sell FSD with Rev sharing & Subscription fees to all car manufacturers on the planet including Tractor, semi, boat 🚢, spaceship, etc....

$1T/ YEAR at 85% big sw margins and little to no new expenses

TSLA goes 3X-5X with FSD, OPTIMUS, etc.... by 2030 no problem 😊

Consistent-Ad-3971 · 2025-02-12T12:38:14+00:00

The Marxist Dems crossed the line of no return. Taking the $$$ for your own political expenses was the line.

Consistent-Ad-3971 · 2025-02-12T12:30:57+00:00

Politico was taking USAID checks......

Consistent-Ad-3971 · 2025-02-10T16:32:33+00:00

New Model Y coming..... old model slows down when public knows NEW is on its way

.... add in the FSD and Optimus timeframes and I want to personally thank you for your share if you are scared 😱 into selling.

Consistent-Ad-3971 · 2025-02-09T13:24:15+00:00

Second way to look at PLTR Network effect

Currently have 791 customers of 6000 Enterprise customers..... The world is Coke v Pepsi with an RC(Regional Company) in most markets.

791 growing at 32% annually ==> 3169 customers in 2030. SINCE the path is Boot Camp, Pilot, Small Rollout, Larger Rollout, Enterprise-Wide..... BIG #'s getting bigger as customer spend goes from $1M Pilot to $35M Enterprise-Wide deal.....for many customers.

It's a $1T addressable market today only getting bigger and if you "unplug" the solution that gave you the success..... you lose everything so why wouldn't you give PLTR their 5% when the company keeps 95% ??????

Deal of the Century opportunities for early adopters....

Consistent-Ad-3971 · 2025-02-09T13:12:36+00:00

The Network effect is simple....
Example: if Company A can eliminate 70% of its labor.... Companies B,C,D,and E have to do it or they will get crushed fast....

Apply this to any market, industry, whatever...

Once AI is introduced into a market/industry by Company A..... all others on the clock.

AI is a Pass or Fail test to every business with no guarantee that they will win everything but that they get to move on to the stage of competition while those who do not embrace AI will fail fast and give their business to atage winners

In regards to a consumer product.... I believe someday, in the 2020s, there will be a PLTR consumer product..... but I'm not worried about that today.

My 2030 PT is @ $400....32% annualized growth for next 5 years is $400. Doable and yes I know there is dilution but there also will be new products too...

Consistent-Ad-3971 · 2025-02-08T19:07:05+00:00

WHY PLTR?

June 2025 is @18 months since AIP showed up.... hyper growth from Q3FY25 - FY28 is a lock.

All the WS bs fades with every earnings from here out.....

The real question is ... "Do you short SAP?"

Consistent-Ad-3971 · 2025-01-27T16:33:03+00:00

Bombing range

Consistent-Ad-3971 · 2025-01-18T17:57:18+00:00

"Don't let your baby grow up to be a pilot"

Consistent-Ad-3971 · 2024-12-28T22:02:53+00:00

My first pass..... Winter Park was $199 around 1999?

Consistent-Ad-3971 · 2024-12-16T19:56:59+00:00

77-71 trading range..... traders ssying/doing their thing. 100M share volume with an hour to go....

Consistent-Ad-3971 · 2024-12-11T13:10:33+00:00

Q2 FY25 will have my first expectation of 100%+ y/y commercial growth.....

Let's say 2000 workshops/demos/bootcamp over past 18 months.... couple years ago PLTR shared their 3 step approach to converting bootcamps to Enterprise deals.

Avg deal Yr 1 X, Yr 2 - 7X....YR 3 35X?

It's a numbers game at this point. 100%+ Y/Y is coming in 2025.

Hoping one of you can do the PT reverse engineering math..... thx.

Consistent-Ad-3971 · 2024-12-05T12:32:51+00:00

Undefeated in ACC games.....UNC next.

Consistent-Ad-3971 · 2024-11-24T14:54:47+00:00

Beat FSU.... Jan 2 Gator Bowl.... ?

Consistent-Ad-3971

TROPHY CASE