7/15/25 :: VROCKSTAR :: 
PLTR
going for kill shot again.
- using the 2x levered meme etf PTIR to buy P's
- there are no logical explanations anymore for me to justify valuation "yeah V valuation doesn't matter"... you'll see what i mean, kid
- even 2x'ing FCF over the next 2 yrs and this thing with decelerating growth and the emergence of super intelligence means more competition, more vendors... again "you'll see kid"
- so does this go down tmr idk idc. this is a great hedge on my long book and it's done in a way where i'll roll it, pull it off, whatever.. it's not a core position in any capacity
- but it's already looking weak
- good luck holding this thing up. it wants to reset lower before it can make new highs is my armchair take (and tbh, this is secondary in my process anyway vs. the guys who just draw lines and "trust me bro" energy -- gl w that)
V
PLTRgoing for kill shot again.
- using the 2x levered meme etf PTIR to buy P's
- there are no logical explanations anymore for me to justify valuation "yeah V valuation doesn't matter"... you'll see what i mean, kid
- even 2x'ing FCF over the next 2 yrs and this thing with decelerating growth and the emergence of super intelligence means more competition, more vendors... again "you'll see kid"
- so does this go down tmr idk idc. this is a great hedge on my long book and it's done in a way where i'll roll it, pull it off, whatever.. it's not a core position in any capacity
- but it's already looking weak
- good luck holding this thing up. it wants to reset lower before it can make new highs is my armchair take (and tbh, this is secondary in my process anyway vs. the guys who just draw lines and "trust me bro" energy -- gl w that)
V
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