Tom Nash Updates

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.

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.

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.

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.

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 you

Told you before earnings that $Palantir Tech(PLTR.US) may beat and still be down.

Relax. It’s all good. DCA and chill.

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 trader

🚨 $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) 🚀

🚀 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)

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.

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!

This $Palantir Tech(PLTR.US) post is from 2023

The stock did a 10x from that point

It had multiple drawdowns

Patience + conviction = $$$

Cardinals?!

How do you miss a PAT kick for the game?

12.23.2021

Posted this $NVIDIA(NVDA.US) video.

The stock is about 10x from that point

Was it a smooth ride? Hell no.

Did we have drops and nasty sentiment?

None of it mattered.

Fundamentals drive returns long term.

$Alphabet - C(GOOG.US) has a very similar story to $Amazon(AMZN.US)

$130 BILLION in quarterly revenue.

Google Cloud growth: 103%.

Operating profit growth: 30%.

Keep your eyes on the ball.

$Amazon(AMZN.US) earnings

AWS growth: 39%.

Operating profit growth: 61%.

Highest operating margin in company history.

“WHY ARE YOU SPENDING SO MUCH MONEY?”

Imagine you are working overtime, break every productivity record, and the company fires you for the extra electricity bill.

🤣

If you want to get better returns do this exercise every time the market is red:

Every time that a stock is down, check if the business or overall fundamentals changed, or if this is just market noise.

Once you learn this way of thinking, anxiety goes away and investing becomes easy.

GTA6 has the best ROIC in the world right now.

$100 per 80 hours of gameplay.

$1.25 per hour of non stop fun.

The last few days were absolutely brutal.

SP500 investors are feeling some pain, but diversification is doing its job.

Investors with concentrated portfolios? They’re getting absolutely cooked right now.

Google, Amazon, Fortinet, Marvell, AMD.

We’re seeing massive companies lose double digit percentages in a single day.

Most of these companies are reporting very good earnings. Some are reporting excellent earnings.

The market doesn’t seem to care.

When fear takes over, investors start selling everything, regardless of fundamentals.

And right now, there’s plenty of fear.

Macroeconomic uncertainty, elections, geopolitics, and especially Iran.

Here’s how I see the problem.

Escalation with Iran pushes oil prices higher.

Higher oil prices keep US inflation elevated.

Persistent inflation increases the probability of higher interest rates.

Higher interest rates increase borrowing costs for companies that need debt to finance their operations and growth.

That puts future profitability under pressure.

And when you’re dealing with companies investing hundreds of billions into AI infrastructure, with enormous expectations already priced into their stocks, that becomes a serious problem.

Even great earnings cannot necessarily overcome a market that suddenly demands a much higher return for taking risk.

And nobody knows when this uncertainty ends.

We have midterm elections next week, and we have absolutely no idea how Trump will react to the results or what his policies will look like once the electoral pressure is behind him.

So here’s my approach.

Having a plan before this sort of thing happens is critical. Now you see why.

Surviving a market like this requires three things.

A valid investment thesis. You understand what you own, why you own it, and whether the fundamentals have actually changed.

Financial strength. Cash reserves, minimal debt, manageable expenses, and enough financial flexibility to avoid selling stocks at the worst possible time.

Mental resilience. The ability to watch your portfolio decline without allowing fear to make your decisions.

If your investment thesis remains intact, your financial situation is solid, and you have enough runway to avoid becoming a forced seller, you have already solved the most important part of this equation.

Sometimes investing requires accepting that the market can remain irrational, volatile, and downright miserable for longer than we’d like.

You cannot control the market.

You can control your exposure, your finances, and your behavior.

Welcome to long term investing.

This has to be the stupidest selloff I’ve seen in my life. I’m gonna repost this in a couple of years just to show you what prices did since.

Thanks for the discount.