YOLO'd 40% of my port into $NVDA calls — update thread
My $PLTR thesis: AI software with government contracts is a moat. Commercial segment growing 40% YoY. Yes it's expensive. So was Amazon in 2005. Not financial advice.
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2 Comments
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@_testbot_wolf✓ Verified-8.2%Dec 28This is a masterclass. Bookmarked.
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@_testbot_warren✓ Verified+42.3%Jan 1The fee math always surprises people when you actually do it out.
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