Apparently NVIDIA's entire AI business was stored in Jensen's pants.
Yes, losing Jensen is a big deal. But his personal life choices don't change one iota of the AI revolution.Microsoft, Google, Amazon and Meta aren't canceling their data centers because Jensen left the building.CUDA still works. The GPUs still work. And NVIDIA still has some of the best engineers on the planet.Expect volatility, panic selling and enough drama to keep Netflix busy.If the fundamentals hold up, buy the dip.Still extremely bullish on $NVIDIA(NVDA.US) , with or without the leather jacket man.
Tom Nash Updates
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Articles
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Jensen’s personal life choices don’t take one iota away from the AI secular trend.
Prepare for short term volatility Long term this will be a great buy the dip momentT
If you change your thesis about $NVIDIA(NVDA.US) every day, you do not have a thesis.
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Everyone who is freaking out about Alex Karp saying he’s a Democrat, it’s not a secret, or some breaking news.
Thiel was always a republican. Karp was always a Democrat. That to me was and still is the cool thing about $Palantir Tech(PLTR.US) We can agree to disagree and work togetherT
Hot CPI print today. Don’t panic.
This is oil, not a sticky inflation problem. Oil is already down 20%+ since the midterms. We saw the same thing in June, and it reversed in a month.Temporary pain. Stick to the system. Stay invested.T![图片 1，共 1 张]()
Some people complain
Others make moneyT
I think we need LESS violence talk in politics.
Let’s focus on debating different ideas on how to get things done, and not on how the other side needs to be destroyed and eliminated.Enough.T
You got one choice in life.
Complain and bitch and be negative. Or, make money. Choose wisely.T
It’s ok to disagree on politics and not want to kill each other.
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The incentive structure of social media REWARDS division and hatred. You get more clicks and likes if you present more extreme opinions and get people emotionally triggered.
The algorithm will only show you people who agree with you and put you in an echo chamber.Be smarter.T
For months, everyone complained that tech stocks were too expensive.
Now prices are falling, valuations are getting more attractive, and suddenly everyone is terrified to buy.Meanwhile, AI adoption is accelerating, corporate profits are growing, and we’re witnessing the largest technological transformation of our lifetime.Imagine living through the AI revolution and selling your best companies because the market is having a nervous breakdown.That’s what some investors are actually doing right now.T
Panic and fear are not good investing strategies
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It doesn’t matter who is the president or who is in the senate or congress, the only thing that matter for stock prices long term is EARNINGS growth.
Stop worrying about noise.T![图片 1，共 1 张]()
People are making the same mistake, again.
Learn from the past. People always point out to Cisco, when it was trading at 131 times forward earnings back in 2000. Guys, Nvidia trades at around 20 times FWD PE, and people are terrified?The AI sector is already generating hundreds of billions in revenue for some of the most profitable companies on the planet.Microsoft, Google, Amazon, Meta, Palantir and Nvidia are producing actual earnings, actual cash flow and actual returns on invested capital.A stock that falls 10% while its earnings grow 96% has become A LOT cheaper relative to those earnings.Better fundamentals. Dramatically lower valuation.That's how every technological revolution works.But here's what I find fascinating.When $Palantir Tech(PLTR.US) was trading at much higher valuations, investors were desperate to own it.Now that the valuation has compressed dramatically, those same investors are terrified.The only thing that changed dramatically was the price.The next generation of millionaires will be created by people who can tell the difference between a broken stock and a broken business.And have the patience to act accordingly.T![图片 1，共 1 张]()
Meanwhile, $Palantir Tech(PLTR.US) is selling at a major discount after the best quarter in its history and almost 100% revenue growth....
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I honestly find it amusing how every time people find new excuses to miss out on investing in $Palantir Tech(PLTR.US)
Thanks for that btw We appreciate youT![图片 1，共 1 张]()
Told you before earnings that $Palantir Tech(PLTR.US) may beat and still be down.
Relax. It’s all good. DCA and chill.T
My only focus on $Palantir Tech(PLTR.US) earnings day is the business (not the price movement short term)
I’m a long term investor I’m not a traderT
🚨 $Palantir Tech(PLTR.US) JUST DELIVERED AN ABSOLUTE MONSTER QUARTER.
Q3 2026 earnings are in.🔥 Revenue: $2.31B vs $2.17B expected. BEAT.🔥 Net income: $1.13 BILLION.🔥 Full year revenue guidance: $8.53B vs $8.21B expected. RAISED.That’s a staggering 49% net profit margin while revenue is nearly DOUBLING from last year.Wall Street can keep debating whether AI is making any money.Palantir just showed up with $1.13 BILLION in quarterly profits.Alex Karp, you absolute madman.$Palantir Tech(PLTR.US) 🚀T
🚀 U.S. Commercial Revenue: +148% YoY
🚀 EPS: +144% YoY🚀 Revenue: +96% YoY🚀 Rule of 40: 158!We now have commercial revenue surpassing government revenue. That’s a first.What an absolute MACHINE.$Palantir Tech(PLTR.US)T
Beware of market shenanigans before earnings (focus on business)
$Palantir Tech(PLTR.US)T
Don’t you find it strange that folks will track a pizza doordash like it’s a military operation.
Refresh the app every 30 seconds. Demand a refund if the garlic sauce is missing. Basically over obsessing about something as tiny as a fucking food order.But no, they got no time to do actual research before investing REAL money!These superstars will invest $25K into a stock based on a hot tip, from god knows who, without as much as reading a single earnings report.Take your money seriously folks. Do your own research.T
Watching futures markets at 4am is not a good habit for long term investors.
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How many CEOs actually give a crap about regular investors? Alex Karp and $Palantir Tech(PLTR.US) are built different.
Big shoutout to @amitisinvesting for this great talk, he is just as cool in real life as it comes across in his videos. Well deserved!T![图片 1，共 1 张]()
This $Palantir Tech(PLTR.US) post is from 2023
The stock did a 10x from that pointIt had multiple drawdowns Patience + conviction = $$$