RT @commonsenseplay: THE 5 BOOKS EVERY INVESTOR/TRADER MUST READ! $OPEN $OKLO $BTQ $GME $IONQ $RGTI $PLTR $BBAI $QUBT $ACHR $JOBY $IREN $L…

AI 大模型现状： 领先Tier: Google, OpenAI, Anthropic 落后Tier: xAI, ByteDance, Deepseek 实际没有伪装有Tier：Palantir, Meta, 放弃治疗Tier: Apple, Amazon,Microsoft https://t.co/riXE1oHmca

BREAKING: I hope Michael Burry kept his short position on $PLTR. Peter Thiel just filed to sell 2,000,000 shares of Palantir Technologies ( $PLTR ), worth approximately $280 million at $140 per share. https://t.co/1i4SKgmRn1

RT @commonsenseplay: THE 5 BOOKS EVERY INVESTOR/TRADER MUST READ! $OPEN $OKLO $BTQ $GME $IONQ $RGTI $PLTR $BBAI $QUBT $ACHR $JOBY $IREN $L…

散户要有逼空机构的决心 $IGV 的空头头寸已经到顶了，也就做到这样了。现在大量的散户已经进入软件板块，机构空头崩溃只是时间问题 巨大逼空很快就会来临。 $MSFT $PLTR $RBLX $APP $CRM $FIG $NET $ADBE

THIS is how retail investors lose money - chasing hype instead of businesses. $IONQ - $RGTI - $LAES - $BTQ - $OKLO - $JOBY - $ASTS - $NVDA - $NBIS - $IREN - $AMZN - $GLXY- $ALT - $TSLA - $SLS - $META - $PLTR - $AVGO- $CRWV- $MSTR- $COIN As Peter Lynch said: “Stocks are not lottery tickets.” “There is a company behind every stock.” “Trying to predict the market is a waste of time.” That advice is timeless- right now, new investors are piling into hype themes: - Quantum: $IONQ, $RGTI, $LAES, $BTQ -Nuclear: $OKLO - Flying cars: $JOBY - Strong risk‑on tilt: Crypto/BTC proxies ( $IREN, $GLXY, $COIN, $MSTR, $IBIT + miners) and AI/infra momentum ( $AVGO, $CRWV, $PLTR). Some of these ran 1,000%–4,000% in a year - despite no profits, and in some cases barely any revenue - yet they’re valued in the billions. That’s not investing this is gambling on momentum, Here’s how the cycle usually works: - Story gets hot - Retail piles in - Funds and algos distribute into strength The fundamentals start to show (or the lack of), reality hits and Retail is left holding the bag! We’ve already seen 60 - 70% drawdowns in the last few months alone - and bubbles rarely stop there! The $SPY is less than 2% away from all time highs - if we get a correction these names will collapse even more! Keep it simple. Buy profitable, growing companies that generate real cash flow. That’s why I like companies like $META - it’s a compounding machine, not a hype stock based on the promise of some future breakthrough. Common Sense: 1. Don’t chase hype. 2. Stocks are not lottery tickets. 3. Own real businesses.

说实话的Claude帮助Palantir抓马杜罗，有可能是因为他收集了用户数据。然后从这些数据里面分析出了一些端倪。 所以使用闭源大模型，一定是泄露了公司的机密和技术的。相信我你发的每一个query，上传的所有的代码库，都已经被他们存起来，地理用户信息，全被存了甚至卖了。 所以大的公司，肯定得自己部署自己的大模型，这也是我认为开源模型或者端侧大模型、或者高权限云端私有模型最终会占领更大的ToB市场的原因。 除非你们公司没有值得保护的知识产权或者商业机密。

RT @ShortSeller: $PLTR Feels like we are completing 5 wave ABC...could long a dip against this TL as stop....should we lose that level = da…

RT @commonsenseplay: BREAKING: SCOTT BESSENT ON THE NEXT BIG INVESTMENT IN 2026. $OPEN $OKLO $BTQ $GME $IONQ $RGTI $PLTR $BBAI $QUBT $ACHR…

I think $PLTR is a great company and growing rapidly. However Anthropic’s story just makes it not sexy anymore and reminded more people about its high valuation. PLTR: 5B revenue run rate with $313B market cap Anthropic: 14B run rate with $380B valuation and exponential growth

Burry (@michaeljburry) seems to be losing his footing over the Palantir saga - that “oracle” mystique is fading quickly. In hindsight, the cracks were already visible after this interview. Now it just feels like he’s pivoted to monetizing the brand on Substack.

I learned this month to use inverted scale charts to find short candidates, great tool for a perma-bull like me Examples: $IGV weekly "double bottom" $COIN daily "parabolic move with bull flag" like SNDK $PLTR daily "H&S bottom" $XLF "downward channel & 200d SMA breakout" https://t.co/uRG9Krq2Lr

$PLTR is not an AI company . They don’t even buy H100.

DON'T DAY-TRADE, HERE IS WHY! $OPEN $OKLO $BTQ $GME $IONQ $RGTI $PLTR $BBAI $QUBT $ACHR $JOBY $IREN $LAES $BTC $BTQ $JOBY $OPEN $META $NVDA $GOOG $TLT $PLTR $PATH $HOOD Robinhood users' trading profits/losses by quarter (in billions) - mostly losses. Biggest wins: +$35B and +$34B in meme stock frenzies (think AI, Quantum, Tech stocks). Biggest losses: -$34B, -$33B, -$25B when things cooled off. Over 6 years, the red bars far outnumber the green ones. Studies show 80-97% of day traders lose money long-term. Robinhood makes money on every trade - win or lose, the don't care if you are profitable Common sense truth: Day trading is gambling. Long-term investing in good companies is how most people build wealth. Don’t trade your future away, instead invest it.

IGV is very "bullish" if inverted scale, now closed all long position and turned into net short into IGV/PLTR. Will keep it as a hedge for the reset of Feb https://t.co/srdojRJvzP

Your favorite stock doesn't know you exist - and it sure as hell won't thank you for defending it on X. $OPEN $OKLO $BTQ $GME $IONQ $RGTI $PLTR $BBAI $QUBT $ACHR $JOBY $IREN $LAES $BTC $BTQ $JOBY $OPEN $META $NVDA $GOOG $PLTR $PATH $TSLA I've been there: rooting for a name like it's on my team, tying my identity to it, scrolling on X for confirmation bias every dip. It clouds everything in your mind. Suddenly you're not investing - you're in a relationship. Common sense investing means staying brutally objective. See the company for what it actually is today based on fundamentals, not what you wish it still was. No tribalism, no team loyalty, no ego in the portfolio. The market doesn't care. The moment the risk/reward flips against you or your thesis changes I'm out- no matter how much I've praised it, how long I've held it, or how many times I've called it a high conviction pick. Always be prepared to change course. I've sold forever holdings when my thesis changed. New direction, management, failed tech development, missed earnings etc. That's not disloyalty, that's been disciplined as an investor. Detach your identity from any single ticker. Your job is to make money, not to marry a stock. What's one position you know you should probably cut but haven't yet? Be honest in the replies!

I think Micheal Burry's long position is a joke, but I'd take his short position seriously. $PLTR has a weekly H&S, and the neckline was brokendown. I'm also shorting it while longing IGV such as MSFT/ORCL/MDB/DOCN If PLTR can take $148.5 back, I will flip back to long again. https://t.co/LdLUbUm5SE

预计本次CPI会低于预期。 这会对 $IWM 和动能股 $TSLA $PLTR 等有利。

Just spent my Saturday morning watching one of my all-time favorite Warren Buffett talks: His 2003 lecture at the University of Nebraska. $OPEN $OKLO $BTQ $GME $IONQ $RGTI $PLTR $BBAI $QUBT $ACHR $JOBY $IREN $LAES $BTC $BTQ $JOBY $OPEN $META $NVDA $GOOG $PLTR $PATH $TSLA Pure gold more common sense investing & life wisdom than 90% of books out there. Key gems: - Accounting is the language of business, - integrity > intelligence + energy, - the 'Newspaper Test' for decisions, - reputation takes years to build/minutes to lose, and - why character trumps everything when picking partners/leaders. Just over 60 minutes long, but worth every second. It's the perfect weekend for it! Bookmark, Listen and re-listen!

X supposed "technical analysis" guru JROULDZ posted his portfolio on Jan 18 (below). Since then? His entire portfolio has had brutal drawdowns across the board: $RGTI: -40% $IONQ: -40% $QBTS: -40% $RKLB: -33% $PLTR: -25% $AMZN: -15% $GOOG: -15% $LMND: -30% $ARKG: -15% Even his "other bucket" which includes $RR (Richtech Robotics) has collapsed recently too down -50%+ over the last couple of weeks! Don't blindly follow X gurus chasing TA setups. TECHNICAL ANALYSIS DOESN'T WORK. Fundamentals, news, dilution, and macro rotations crush hype fast. DYOR!

$PLTR 财报后大涨。