Tom Nash Updates

$Palantir Tech(PLTR.US) has been getting punched in the face lately because the market has convinced itself that OpenAI and Anthropic are coming for Palantir.

I think that is moronic.

Saying LLMs are eating Palantir is like saying paint brush manufacturers are putting painters out of business…

OpenAI and Anthropic are building the brains. Palantir is building the nervous system that actually connects the brain to the body.

Big difference.

The model can tell you what it thinks. Palantir helps a company decide whether that answer is using the right data, whether it fits the right workflow, whether the right human signed off, and whether the action actually gets pushed into the real system where money, logistics, defense, fraud, supply chains, hospitals, or governments operate.

That is the part people keep missing.

LLMs are insanely valuable, but as the major models keep improving, they are also starting to look more similar. GPT, Claude, Gemini, Grok, all of them are getting better. The gap between them is no longer the whole story.

For enterprises, the real question is not just, “Which model gives me the smartest answer?”

The real question is:

Can I trust this answer?

Can I trace where it came from?

Can I control who approves it?

Can I plug it into my existing systems?

Can I use it without blowing up compliance, security, privacy, or operations?

That is where Palantir lives.

OpenAI and Anthropic are trying to build intelligence. Palantir is trying to turn intelligence into operational outcomes.

Those are not the same business.

One is the engine. The other is the factory floor, the dashboard, the permission layer, the audit trail, the operator, and the process that turns the engine into actual production.

So when people say, “What if OpenAI replaces Palantir?” my answer is simple:

That is like saying Ferrari replaces roads because Ferrari makes a great engine.

Good luck driving that thing through a hospital procurement system, a defense agency, or a Fortune 500 compliance department.

That is why I have been doubling down on Palantir recently.

Not because Palantir has no risk. It absolutely does. Valuation risk is real. Execution risk is real. Expectations are sky high.

But the competition fear is misunderstood.

The market is treating Palantir like it is competing with the model companies.

I think Palantir is the company enterprises call when they want to actually use the models without setting the building on fire.

If you buy better companies

Hold for longer

And don’t time the market

You will get rich (slowly)

$Palantir Tech(PLTR.US) is down 24% year to date.

Not our first rodeo.

Relax.

$Palantir Tech(PLTR.US) is extremely undervalued.

As always, most investors will see it in hindsight.

I don’t think the bleeding we are seeing right now marks the end of the bull market.

Yes, stocks are getting hit. Yes, some froth is coming out. Yes, a few speculative names are getting slapped around because apparently gravity still exists.

But the big story is not changing.

The Mag 7 are locked in an AI arms race.

They are burning insane amounts of cash flow on data centers, chips, power, infrastructure, cloud capacity, models, and everything else required to dominate the next decade.

And now, for some of them, internal cash flow alone is not enough. Debt, equity issuance, creative financing, whatever it takes, the machine keeps moving.

Why?

Because with the data they have, the customer demand they see, and the real time usage trends inside their own businesses, they clearly believe the return on this AI buildout is worth it.

Are there pullbacks? Of course.

Are there shakeouts? Absolutely.

The market needs those.

Every once in a while, it has to drain the stupidity from the speculative corners before everyone starts acting like every AI press release deserves a 40% rally.

But big picture, nothing I see tells me this train is stopping.

The AI capex cycle is alive.

The biggest companies in the world are still spending like crazy.

The competition is still escalating.

And as long as that continues, I don’t see the bull case as dead.

I love when people say I’m taking money from $Palantir Tech(PLTR.US)

Have you seen the stock price?

I should be paying them 🤣

Hey @nikitabier why it’s so hard to report impersonation accounts. Is there a way to do it with a one button click?

These scammers are all over social media like cockroaches.

Any chance you can do something about it.

Thanks for the discount

See you all next selloff

$Palantir Tech(PLTR.US)

This is NOT an elite physique (obviously 🤣), but having said that, I’m proud of my fitness journey.

Still a long ways to go, but at 45 years old, I guess this is my mid life crisis…

Loving the process and never thought I’d put up my shirtless pic on X.

Unpopular opinion: the referee should have stopped the fight and not let Rico waste 25 seconds to recover his mouth piece.

He was clearly out of the fight.

Stoppage was right on the bell.

That’s what happens when you don’t counter and just stand there taking combos.

I may be wrong about this, but I suspect that we are not as close to an Iran deal, as people think.

Let’s see…

You win the lottery.

Option 1: $1,000,000 today.

Option 2: $1,000 every week for the rest of your life.

Which one would you choose?

$POET Tech(POET.US) might have interesting technology, but as a stock, this thing screams speculation.

Tiny revenue, massive losses, heavy story stock energy, and now the Marvell related order drama just blew a hole in the credibility story...