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Cassandra Unchained· 2026-05-11 02:26
Beast. RIP Alexi @COBHCLots of hate out there. Bring it on.https://t.co/IUAn4r5K1C ...
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Cassandra Unchained· 2026-05-10 01:33
Credit, where credit is due."The public swipes Palantir executives are taking at the quality of work coming from the AI labs these days reflect a concern increasingly familiar to the American worker: Palantir is at risk of being replaced, or at least rendered less necessary, by AI, according to AI company executives, current and former Palantir employees, and analysts who follow the company."As Palantir CEO Alex Karp derides AI “slop,” investors and some employees see a real threat of the company ceding bus ...
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Cassandra Unchained· 2026-05-08 22:37
The birth of metal.https://t.co/MZO5wy4KHs ...
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Cassandra Unchained· 2026-05-08 19:02
New Trading Post today.Trading Post Friday May 8, 2026 https://t.co/7poPwp6Rym https://t.co/eiH4PNAKSe ...
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Cassandra Unchained· 2026-05-06 13:52
Great commentary yet again from BTIG’s Jonathan Krinsky•Party Like It's 1999. In 1999, the best performing Nasdaq 100 stock was Qualcomm (QCOM, not rated), up 2600%. The best rolling 52-wk return for QCOM during the entire dot-com bubble was 2600%, so SNDK is beating that by 1300bps. Interestingly, the second-best stock in 1999 was SNDK up 581%.•More Extreme. If we look at the top 10 performing NDX stocks in 1999, they were up an average of 559%. The top 10 in the year leading up to 3/24/00 were up an avera ...
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Cassandra Unchained· 2026-05-06 00:40
New Trading Post today. Palantir, Hong Kong, SOXX, Australia, etchttps://t.co/ZjU2nRBnKk https://t.co/fyTF9KccYP ...
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Cassandra Unchained· 2026-05-05 23:21
This Ryan Cohen interview on eBay is a good one.Interview starts at 1:33:33https://t.co/ozkjkXILhm ...
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Cassandra Unchained· 2026-05-05 15:05
$PLTR at $137 and with that $350+ billion fully diluted market cap you can still buy Northrop Grumman $NOC, General Dynamics $GD and Lockheed Martin $LMT, and have enough left over for L3Harris $LHX.Or you could buy every single one of my 38 GameStop $GME acquisition alternatives PLUS Lockheed Martin. ...