Data Stocks: SNOW PLTR Databricks MDB NET FSLY CRWD OKTA DDOG PANW ZS

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Hopefully I won’t regret my decision :blush: Technically, it hits previous ATH, price tends to pull back before attempting to break out… I could be wrong. From fundamental’s perspective, is a bit over-value. Long term could 10x from here. I like to walk on trampoline. Currently have 2000 shares, at peak, I own 10,000 shares :face_with_hand_over_mouth:

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$PLTR is a Data Analytics Integration Platform Company is NOT an AI company at its core

YTD, PLTR outperforms NVDA easily.

:face_with_hand_over_mouth:

Is that good or not? Feel very extended. Are whales trying to tempt us to buy more? Then dump on us!




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Now that Fintech takes a breather, time for data stocks to shine. Still holding the loser, SNOW :face_with_symbols_over_mouth:
Because of the loser, this data stock portfolio is 10% below ATH achieved in 2021.

Institutional ownership of PLTR outpaces retail for the first time.

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Thank you, thank you.



Contrary to some bloggers who claim PLTR won’t be around after 2 years, it is a 10 bagger :money_mouth_face: Don’t understand PLTR? Well, a high schooler, Jeremy, understands… so… Truth be told, I also don’t know why it goes up so high… thought it will peak around $45… so have sold down from 10,000 to around 1000… making a lot less $$$ :sob:

Arny is an all-in PLTR only investor.
https://x.com/arny_trezzi/status/1870213518466916769

Companies with software capable of creating visual digital twins and modeling: NVDA, U, MTTR (acquired by Costar), Siemens, IBM, Oracle, …

Disclosure: Own NVDA, U, PLTR