Tom Nash
@iamtomnash
Father, Husband. @stock_mvp Co-Founder. University of Michigan. MBA. Ex Deloitte. Geo Politics Fanatic. 22,000 members in ROIC Academy. The “Palantir Guy”.
Alex Karp answered my question in today’s AMA in the most $PLTR way ever. This makes so proud to be a Palantir OG.
Stop asking if now is the right time to buy. Ask if 2030 will look back at today and laugh.
NVIDIA's dominance in the data center market is poised to surge! With projections of $5 trillion in spending over the next 5 years. $NVDA
If you’re only looking at the obvious names $NVDA, $MSFT, $OPEN you’re missing the full stack. The picks and shovels aren’t just chips. They’re people. Processes. Firms who can translate hype into workflows. That’s where the margin is right now.
Let’s talk valuation. Is Nvidia expensive? Of course. But that doesn’t mean it’s wrong. $NVDA
Don’t chase pumps. Don’t short momentum. Do use your brain. That part’s still free.
Patience in a bull market looks like laziness to people who don’t get it.
$TSLA could flatline for 18 months and still be ahead of the next 10 car companies combined.
$PLTR is the most important company in the world. The share price might swing widely in any direction, in the short term, but for long term (10+ years) investors that is simply irrelevant.
$PLTR Winning the AI race.
President Donald Trump just recognized Palantir CTO @ssankar in his opening remarks
Trump drops an AI plan. Nvidia rallies. Dow spikes 400pts. It’s official: saying “AI” on a mic now creates real GDP. Next week, I’m naming my cat “GPT-6” and expecting a stimulus check. $NVDA $MSFT $GOOGL
Evercore: “It isn’t different this time. Expect a 7–15% drop.” Translation: We’re at the ‘denial’ stage of the market party. Next up? Panic, regret, and 4-hour macro videos on YouTube. $SPX $VIX $TSLA
Market futures are dancing like they just heard “Japan trade deal” — S&P +0.3%, Dow +0.5%, Nasdaq +0.2%. Apparently, slashing auto tariffs from 27.5% to 15% is the cure for everything!
Some companies want AI to write essays. Others want AI that finds hidden threats before they explode. $PLTR
But for most people? Emotions and lack of strategy kill returns. So the key is knowing yourself, not just the market. 100% in stocks can work, but only if you invest like an owner, not a gambler.
Getting these DMs never gets old! $PLTR changed a lot of lives.
