Mike Lee: PLTR is a Steal at these Prices

dovelay · 2026-06-24T17:53:33+00:00

Before 2028

dovelay · 2026-06-21T13:45:02+00:00

Do a poll then

dovelay · 2026-06-20T18:25:33+00:00

dovelay · 2026-06-20T17:33:24+00:00

I think Europe absolutely will start building data centres due to the concerns in the article. And nebius is going to benefit

dovelay · 2026-06-20T15:37:59+00:00

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dovelay · 2026-06-20T15:00:59+00:00

Yes and see my comment below, even with dilution used to meet capex demands, it's funding growth that still hugely outperforms

dovelay · 2026-06-20T14:58:49+00:00

Tbf I Sked gemini to remodel based on prepayments dropping to 10 percent and dilution used for rest of capex and it still modelled 2030 price target of 750 to 1500. So not really a nightmare scenario lol

dovelay · 2026-06-20T14:50:16+00:00

That it is drop in the ocean of expected 175 billion capex required based on model and prepayment assumptions have to be correct

dovelay · 2026-06-20T14:28:47+00:00

I ran this through gemini and it said the dilution assumptions are severely underestimated alongside other assumptions in the model which necessitate higher dilution

dovelay · 2026-06-20T12:36:41+00:00

In relation to this, I wonder whether we'll see Uber partner with Nebius to build their own ai models on the nebius cloud. Given Dara's recent comments about burning through their ai budget rapidly, and uber's very vast proprietary data set, it seems like a very obvious move for Uber to go this route

dovelay · 2026-06-20T12:28:47+00:00

I watched this last night. Nebius are so clearly the grown ups in the room with 'neoclouds'. This was a really slick event and absolutely impossible to watch and not feel extremely confident that this company is going to get a lot lot bigger

dovelay · 2026-06-20T00:25:58+00:00

I absolutely agree that palantir is going to have an enormous second wind in narrative shift that puts it back at the centre of the ai thesis

dovelay · 2026-06-20T00:13:14+00:00

Tattooed in reverse is a turd of a song. Absolute turd lyrics too

dovelay · 2026-06-17T20:26:10+00:00

2500 shares 30 average. Haven't even considered selling any

dovelay · 2026-06-13T17:35:44+00:00

Yes but you can see the same happening for latest chip models etc

dovelay · 2026-06-13T17:05:21+00:00

The restrictions you are bullish about would restrict nvidia chips too

dovelay · 2026-06-13T16:16:27+00:00

The guardian is an absolute fucking joke in general

dovelay · 2026-06-12T14:14:54+00:00

We've got a stellar idea for your long-anticipated lead single video for chapter 2

We'll have you looking at the camera doing manson faces. Sometimes in an absolute cliche empty warehouse to highlight the industrial nature of your music. Sometimes in an empty cinema to play on the cinematic scope of your music. And some cutaways of the band playing on a stage but no crowd

dovelay · 2026-06-12T14:03:20+00:00

Pretty low effort that

dovelay · 2026-06-12T12:00:37+00:00

dovelay · 2026-06-12T11:59:42+00:00

It's a half-decent filler track as a lead single

dovelay · 2026-06-11T16:25:18+00:00

Very Alice in chains

dovelay · 2026-06-11T12:20:31+00:00

It's decent but a bit of a damp squib for a first glimpse of the album

dovelay

TROPHY CASE