AI
C3.ai, Inc.
stock NYSE

DOJ will likely announce GOOG antitrust remedy tomorrow or after hours. Anything other than a forced Chrome breakup is massively bullish. Some analysts have $320 or higher price targets and even then, it will have a lower PE than MSFT who have done fuck all other than seduce customers to azure using open AI models

That’s fair. My point was more to demonstrate the range of sentiment towards a new technology. I’ve found historically indifference or negative sentiment leads to missed opportunities. Take the US for example, they are restructuring the entirety of their national power grid to accommodate the fuck ton of power that is required by the big AI industry leaders (MSFT, NVIDIA, META, etc)
Ultimately, my point is that a) the government and industry leaders tend to be early and correct on what industry will be the next big thing. And b) that focus seems to be solely on energy and AI, so for the next four years at least I will follow

"We aren't going to use AI or crypto"

They’re counting on the AI to sort that problem out…

You only make $25k/month in NYC? Fuck I was making $32k/month in Texas at a middle market PE firm as an AI engineer. 
No think higher bro I make more trading than I ever did with my previous employers

Here's why **MRVL** is currently down *12%*:
"Revenue grew 58% YoY, driven by strong AI demand for custom silicon and electro-optics products, alongside recovery in enterprise networking and carrier infrastructure markets. However, the company’s revenue outlook of $2.06 billion fell short of the $2.1 billion analysts had expected, contributing to the stock’s decline." *-yahoo/investing.com*

It just hasn’t happened yet. The major difference was in 2000 we priced in twenty years of infrastructure and assumed it’d happen in 24 months.
Today, Nvidia has real sales, Arista and SMCI have real sales.
If those sales go away suddenly, those revenues will go back to Meta and Google and Microsoft as higher earnings. These higher earnings would roughly offset the decimation of the AI market.
In 2000 there were no sales that could no longer be spent and become higher earnings. It was just imagination, and then people leveraged imagination.
Today, crypto is the bubble. It may never pop if we all believe and channel it into something useful.

right - they literally have no peer in the kingdom.
So I don't get why people would get "nervous" about NVDA. The only thing to look at is the demand levels of the things NVDA makes possible - which is pushing AI development. That's still going quite strong. In fact, we have yet to really see deep integration of AI in every sector into tools and machinery used by various industries.
Once we find these applications going into farming, manufacturing, and in smaller and smaller scales so that they penetrate not just large scale operations but smaller ones as well, that's where NVDA's wealth will continue to surge.
I'm not trying to be overly enthusiastic about NVDA's future but I do believe there is still a lot of arable land they will till and grow and harvest in the next 5 year cycle. NVDA is still on a growth trajectory despite having reached the size they have.

24k gold AI chip

Manual GTM is a nightmare. AI changes the game for scaling. You need to leverage it. Check this out https://myli.in/VH59aaxr.

I have taken a breather from stimming and now I am all calm, collected, and ready for the next round of investing. Summer is ending and we're heading into autumn. Its about time we start building positions or rebalancing of our portfolios if we're unsatisfied with the current returns.
Many people (the holders, ignoring the traders) who have made massive gains with this stock probably did so through the 2 methods:
1. Buying into Alex Karp with its Musk like aura, dark controversy surrounding it, close government connections, escalation of war on several fronts. Saying crazy things on Symposiums. But, right man got elected into office just ticked all the boxes to make it work. Palestine. Israel. You name it.
2. People who have actually used Palantir's software and could see it clearly there are literally no close competitors nor direct alternatives.
Now, I haven't used its products directly before so I am unable to vouch for it on a personal basis.
With its current financials, nothing makes sense. It is not supposed to. Fair. Hypergrowth, platform-type names rarely do when you stare at EPS or P/E. The question isn’t “is it cheap on today’s earnings?”—it’s “is the adoption curve steep enough, sticky enough, and broad enough that today’s multiple wont matter anymore in 3–5 years? Yes, the answer is yes. And you don't even need to dive deep to do an industrial comparison.
What do I mean? I'm talking Microsoft.
|Year|EPS (FY)|\~P/E at Dec-31 close|
|:-|:-|:-|
|1995|0.29|11.6×|
|1996|0.43|14.7×|
|1997|0.66|15.0×|
|1998|0.84|25.2×|
|1999|1.42|25.1×|
|2000|1.70|7.8×|
|2001|1.32|15.3×|
|2002|1.41|11.2×|
|2003|0.92|18.4×|
Remember the dot-com lesson: Microsoft’s earnings held up, but the multiple still round-tripped from sky-high to low-teens when growth wobbled. The risk here isnt that their tech is “fake,” its multiple compression if adoption blinks for even a second. Size with humility—build in tranches on weakness, trim into euphoria, allow 3–5 years for compounding—and be ruthless on kill switches if pipeline, backlog, or cash generation roll over. **PLTR’s P/E is noise**—heavy reinvestment and SBC depress GAAP EPS, so the multiple misreads a compounding, high-retention platform; judge it by revenue durability, margin expansion, and FCF trajectory instead.
Now you may start to ask, how am I so damn sure this 'high-retention platform' is going to last if I haven't even used Palantir's products personally? Well the answer is staring you in the face everyday. It's what you're going to be replying to my thread from, an operating system. For retail and corporate alike with slight deviations in functionality just like how Windows is.
Windows didn’t win because it was pretty; it won because Bill Gates at his peak was capitalism + coke into 1 cocktail and he injected that right up his arse. Windows became the default layer everyone built on. **Same idea here**. Once a team wires its data, permissions, workflows, and models into Palantir’s ontology, decisions start happening inside the platform instead of around it. That’s not an “app,” that’s an operating layer. Rip it out and you’re not just swapping software—you’re unwinding governance, audit trails, model pipelines, integrations with a dozen brittle systems, and in regulated/defense land, you’re re-certifying the whole mess. No CIO/CTO wants that headache if the current stack is delivering outcomes. PLTR has already reeled many in and more to come. Small/Mid/MNC will all be sucked in and cannot get out of the ecosystem.
You don’t need to have used the product to underwrite that durability. You watch the tells: pilots turning into production rollouts, renewals that expand, modules added after year one, partners carrying it into new departments, and the occasional “we stood it up in days” fire-drill story. That’s what an OS looks like from the outside. So yeah—stop fixating on today’s P/E. Price the compounding cash from a base that gets harder to dislodge every quarter. If adoption, conversion, and cash keep stepping up, you let time do the heavy lifting. If they stall, you hit the kill switch and move on.
**What killswitch?**
Many here may hate this but look at the charts. Plain candlestick only reading tells you that the wicks in recent days suggests a strong buying pressure from high 140 to mid 150 zone. If it ever dips below, you can always cut your losses.
**If you're still not convinced, it's because you think we are in 1997-1999 and that the dotcom crash is COMING.**
Here's the catch, the dotcom crash equivalent **ALREADY HAPPENED. TWICE.**
We are not in 1997-1999. We are actually in a October 2018 equivalent.
So much fear and uncertainty surrounding the markets with the PTSD from Feb - April its ridiculous to see.
Once AI for retail takes full complete form & adoption, apps and SaaS that we know today will be a thing of the past. Microsoft is Blockbuster equivalent of in the Netflix rise and you know it. I gave you UNH and now I'm giving you PLTR.
This stock is underpriced as shit and you just refuse to accept it. 30 years ago a trillion dollar company was unimaginable. 10 trillion dollar companies are going to become a norm and what are you going to do about it?
**Disclaimer: Never held any shares of PLTR because I'm skeptical as shit but AI infra developments in past 2 quarters has changed everything. Bought in today at \~155**

As another commenter mentioned, NVIDIA was trading at PE of 200x in 2023, similar to Pets.com. 
In the 2000s, we knew the internet was going to be groundbreaking. We knew this and so we invested so much money into companies that used the internet because we assumed that they were going to make money in the future. And while some of those companies did make money in the future, it wasn’t enough. All the smaller companies failed to turn a profit. A little bit like what the world is doing with AI right now. 
I don’t agree that NVIDIA is like pets.com, but you asked for an explanation. 

>high growth tech, AI names, and momentum plays
As opposed to the *value factor*.
>undervalued companies with strong cash flows
Not the value factor. "High growth tech" and "undervalued companies with strong cash flows" are not mutually exclusive.
Growth is a part of value. This sub is not about factor investing.

It feels like most of the conversation lately is around high growth tech, AI names, and momentum plays. But historically, value cycles come back strong after periods of market froth.
Do you think the rest of 2025 will favor undervalued companies with strong cash flows, or will growth keep running? Curious to hear how this sub is positioning.

I notice Robinhood says it's AI powered.
Always knew AI would turn on us.

You should research into what areas you see being dominate in 20 years/when you want to cash in. Vaneck do a little of these types of ETFs also AI can help to explain a few to you

Meta has their own chips now too. My guess is Microsoft and X.AI

This is pretty solid. However I think your search missed software companies that benefit from Agentic AI.

Just an odd choice for a company with 49.7% FCF, +120% revenue retention, operating margin 43%, net income 40%. Projected revenue growth of 17-24% yoy Q3 of 47.5-50.5 billion. Some of the reasons the company should get some respect and will. The company attributes these efforts to improved ad efficiency and platform engagement. Ie leading edge AI that you and I don’t really know about. I don’t think young stars are selling their startups or leaving openAi to work with some bum company on its way out.

Any firm with that kind of risk appetite is already using AI in some fashion