Palantir is currently under $15. The NVDA numbers show just how much demand for AIP the market is going to generate for PLTR. Essentially this is proof to me that Karp was right hyping up AIP. I think it’s a great point at $15 to increase your DCA cost basis in PLTR. Just my 2 cents. Tom
2023-08-24 14:10:33 +0000 UTC View PostDear VIP and Academy members, I am going through a major change in my portfolio and would like to let you know in advance.
I am currently in these stocks:
FCX 2% EPD 2% HIMS 2% Google 4% Tesla 10% PLTR 40% SP500 40%
Year to return is 70.4% and 12 month return is 33.4%
I am moving into the following portfolio structure:
Tesla 20% PLTR 40% SP500 40%
I will be selli...
2023-08-23 09:16:41 +0000 UTC View Posthttps://drive.google.com/file/d/1Qn0NUflxzOWCIGHc3TDpAqP2ruLGs7Zj/view?usp=sharing
2023-08-18 22:08:20 +0000 UTC View Posthere is the recording for the Monday zoom call: https://us02web.zoom.us/rec/share/08I9M6k1nvqnCoQHrNNNY0mOCDx7fhH_xRPclM_0cQSOWQplfGRO-Q8j27PsgYOH.iiopfzHXnK5ajvwR
2023-08-16 10:41:45 +0000 UTC View PostThis might be one of the best dividend plays I have seen in a while. This company is trading at 900 million market cap, with a FWD Dividend Yield of 11% and an average of 14% over the past 4 years.
Its operating at 30% net income margin, and is trading at 3 times sales and a PE of 8, with revenue growth at 6.5% over the past year and 7% estimated for next year. The stock is not expensive at these rates and it has more upside on the appreciation side, beyond the dividends. 2023-08-16 10:22:46 +0000 UTC View Post
The agenda for the zoom call in a few minutes:
1. Revealing a new 12% Yield dividend stock I really like
2. Fun Giveaway: a free 1 month subscription to Stock MVP
3. The Best Non Tesla EV: Lucid, Rivian, BYD, Nio?
4. Michael Burry 13F Fillings Review
5. China's failing real estate market (and economy) is getting worse
6. Dan Ives says he sees tech stocks up 20% by the end of the year
7. Keoni's Go Fund Me for Hawaii fires
Hey everyone - our weekly members zoom meeting will start today at 3:30pm EST / 20:30 UK time.
Join Zoom Meeting
https://us02web.zoom.us/j/2613214030?pwd=VFI3ZDRiTFBkcUc5TDVrZlhlS2h4Zz09
Meeting ID: 261 321 4030
Passcode: PLTR500
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One tap mobile
+16469313860,,2613214030#,,,,*5310669# US
+16694449171,,2613214...
2023-08-14 16:03:28 +0000 UTC View PostHaving a significant allocation to established ETFs is going to save the ass of a lot of retail investors over the next decade. Getting into an ETF like the VOO for example, automatically will add diversification and stability to your portfolio. Here are 5 ETFs that offer long-term potential with total market exposure, without gambling and doing something silly like going all in on some stock your buddy told you is going to be the next Apple.
Memorize this list, it will save your ...
2023-08-13 12:51:28 +0000 UTC View PostDan Ives will be joining me LIVE today at 4PM EST / 9PM UK time (8 hours from now) to chat about PLTR, Tesla and the CPI data. Here is the link to the stream. Audience questions will be open to Patreon members only via the discord channel. Post it in the members chat from now until we start and I'll select the best questions for Dan to answer.
https://www.youtube.com/watch?v=FFvoj7KK02M
2023-08-10 11:47:18 +0000 UTC View PostHey everyone - I’m still in France on a family vacation. The zoom calls of this week will be pushed to Monday August 14. One at 7:30 am EST / 1:30pm UK time and the other is at 3:30pm EST / 8:30 pm UK time.
The link for both calls is:
https://us02web.zoom.us/j/2613214030?pwd=VFI3ZDRiTFBkcUc5TDVrZlhlS2h4Zz09
Meeting ID: 261 321 4030
Passcode: PLTR500
... 2023-08-09 16:24:42 +0000 UTC View PostDear patreon members. PLTR ran from $10 to $20 in 3 months without a major correction.
This pullback today is quite normal. Another one may happen after earnings.
Long term investors don’t care. DCA and stay the course, ignoring the noise and emotional posts about the stock.
You’re welcome.
2023-08-02 21:46:20 +0000 UTC View PostWith the recent U.S. credit rating downgrade, Tesla has a good chance of going even lower for the next 14 days.
Obviously nobody knows for sure, myself included, but the current dip we see in TSLA stock might just be the start of a deeper pull back for the next couple of weeks.
As a long term investor I don’t trade Tesla. I DCA and hold for the next 5-10 years. Having said that, for the short term we might see the stock drop from $260 to $245-$240 in the next few days couple o...
2023-08-02 13:29:31 +0000 UTC View PostLecture 6 for Tom's Academy is now uploaded to the lectures room on Discord.
https://drive.google.com/file/d/17RYBKeF4SSSH-hTGFEgZBqtEqvISLEbO/view?usp=sharing (I will be traveling this week so this lecture was pre-recorded and is uploaded now instead of the zoom on Thursday).
See you Thursday August 10 at 3PM EST / 8PM UK time for our next live zoom. 2023-08-02 08:20:47 +0000 UTC View Post
https://us02web.zoom.us/rec/share/umz...
2023-07-31 21:26:30 +0000 UTC View PostThis weeks members zoom meeting will be held today at 4 PM EST/ 21:00 UK time instead of Wednesday. No other calls this week due to me traveling.
https://us02web.zoom.us/j/2613214030?pwd=VFI3ZDRiTFBkcUc5TDVrZlhlS2h4Zz09
Meeting ID: 261 321 4030
Passcode: PLTR500
2023-07-31 18:23:09 +0000 UTC View Post$SOFI needed a good quarter to pop, which they just delivered.
This catalyst should launch SOFI stock from 9.55 towards the $12 area in the next few weeks.
I don't trade this stock and have no positions right now, short or long.
$PLTR is running up in premarket today. Currently at $19.
The earnings are in a week (Aug, 7th), and this is going to be a wild ride from this point on.
I don't trade this stock, but I can definitely see a run from $19 towards $21 towards the earnings, especially as more traders jump in and increase the volume.
Please note that last time I had a similar alert, about a month ago, I called it perfectly as the stock went up from $16 to $18 within a couple of w...
2023-07-31 12:06:37 +0000 UTC View PostDear Patreon members. Over the past few weeks I keep hearing people say that the market is in a bubble. While CERTAIN BIG CAP TECH STOCKS ran up like crazy recently, the wider data simply doesn't show that we are in a bubble, and if anything it seems to be pointing to a bullish cycle going forward:
1) In February 2021, ARKK was trading at $160 and currently trading at $49.44.
2) S&P500 PE ratio was 41 in February 2021, and currently at 26.
3) The FED is at the tail...
2023-07-31 10:23:43 +0000 UTC View Posthttps://drive.google.com/file/d/1ph4SAdsyaJ3WGYOYW56pt-G9dtxsAE55/view?usp=sharing
2023-07-29 10:34:55 +0000 UTC View PostDear Patreon members. Since last week’s Tesla earnings the share price dropped from $300 to around $265 as of this Wednesday (July 26). From a fundamental perspective, this drop makes very little sense.
This feels more like profit taking and a bit of overreacting than a sustainable pullback for the stock. I’m not trading Tesla myself, but at this point, I see the share price driving back up to $300 per share within the next few weeks.
Regardless, Tesla is currently below the...
2023-07-26 15:37:29 +0000 UTC View Post
Dear academy members, here is the EXPECTED GROWTH calculator for figuring out objectively the future growth of any company in a DCF model without relying on history, analysts or company guidance.
It is also posted under VALUATION TOOLS in the Tom's Academy room on discord.
Use it for your DCF models please, it will save you a lot of time. The data for the calculator is easily found on Stock MVP.
2023-07-23 17:23:30 +0000 UTC View Post1) CPI 3% - inflation cooling and what it means for the market
2) Geo Politics Update - India leaving BRICS
3) Stocks that are expected to pull back in the short term + lucid horror show
4) Q&A and stock reviews
2023-07-12 13:06:19 +0000 UTC View PostIt seems that the market still has plenty of excitement about Palantir and it may break out of the $16 range this week.
If the CPI data comes in better than expected, towards 3% - 3.3%, PLTR may finally hit $18 again after a long time.
I am not actively trading this stock, but there might be a chance here to ride it from $16.5 to $18 this week and early next week for a nice 9% profit.
This is not certain so do your own research since this is not a recommend...
2023-07-12 09:26:59 +0000 UTC View PostWe spoke a lot about portfolio building techniques and strategies recently. We covered the 3 fund portfolio, the upgraded 3 fund version and the age based bond, stocks allocation strategies.
Some have asked me for a GENERIC blueprint of a SAFE portfolio with minimal management and some exposure to risk but still at a conservative level.
In this quick post I want to give you a conservative and easy to deploy portfolio management blueprint, which will allow you to stay i...
2023-07-11 11:55:54 +0000 UTC View Post