1/31/25 - $pltr - Grab your N95...

1/31/25 :: VROCKSTAR :: PLTR
Grab your N95...

- 50x sales
- i have been risk managing this short all the way up. PTIR is now the new vehicle, the 2x leveraged train to the gas chambers
- earnings will be good, everyone knows
- it's just a good hedge to the more obvious stuff
- hope it works out for you, if u have a long enough time horizon, it probably will
- but making money in a YE context is how i plan. so perhaps that's our difference.
- or maybe it's just... you're new to this
- and we all pay tuition. i've defn paid more than i wish i have. still do :)
- take me to school and explain what i'm missing here on the valuation front. specifically - "how do you grow into 50x by growing 20-25% a year"
- thanks!

consider this the FAFO friday post
be well. we have uber next week. so i hope we both make money on the long side!

V