What do you expect buying 2x long shares in a company valued at 18B with 1.4m in revenue TTM? Buy VOO since you can’t make good decisions on risk management

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As long as META and MSFT go through with their commitments, NBIS should be fine. TTM revenue for NBIS was under $400M. It can 10x on those two deals over the next 5 years.

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Currently making its 5th test of support around 169. Clean break through that and its down to 151. Ultimately it will hit the 30s or 40s again. Decision support software companies don't grow forever, and its hard for any mature software company to be worth 10 times revenues, much less their current 120 times ttm revenue. Plus the use of Palantir software in Gaza and Venezuela war crimes doubtless tarnishes the reputation in global markets.

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Nvidia's ttm earnings are 86.6 billion, **79 times** those of Palantir at 1.1 billion.

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