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Christian Darnton

@CMDarnton • 12,280 subscribers

Catholic | Investor | Philosopher | Early & Long Term: $AMD, $PLTR, $HIMS, $META, $DUOL. Website: https://t.co/oM4hrCMZiv

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OpenAI validated $AMD - & $META confirmed it. Everyone still thinks $AMD is the “cheap $NVDA.” → They don’t understand compute → They don’t understand chiplets → They have no idea what is coming This isn’t a GPU story. It’s a compute story. And it’s about to define the next trillion-dollar era. 🧵

OpenAI validated $AMD - & $META confirmed it. Everyone still thinks $AMD is the “cheap $NVDA.” → They don’t understand compute → They don’t understand chiplets → They have no idea what is coming This isn’t a GPU story. It’s a compute story. And it’s about to define the next trillion-dollar era. 🧵

Christian Darnton

97,093 görüntüleme • 9 ay önce

Wall Street still doesn’t understand $PLTR. They think it’s “overvalued.” They compare it to They call it a bubble. They couldn’t be more wrong. 🧵 Here’s why Palantir will be worth MAGNITUDES more in the decades ahead: $1000+

Wall Street still doesn’t understand $PLTR. They think it’s “overvalued.” They compare it to They call it a bubble. They couldn’t be more wrong. 🧵 Here’s why Palantir will be worth MAGNITUDES more in the decades ahead: $1000+

Christian Darnton

42,382 görüntüleme • 10 ay önce

→ From an early $6.34 $PLTR investor: Most think $HIMS is a telehealth website. I think it can be a $1T healthcare platform. 100X potential over decades - if management executes. Here’s why I’m BUYING through Q2 '25 “weakness” while others panic. 🧵

→ From an early $6.34 $PLTR investor: Most think $HIMS is a telehealth website. I think it can be a $1T healthcare platform. 100X potential over decades - if management executes. Here’s why I’m BUYING through Q2 '25 “weakness” while others panic. 🧵

Christian Darnton

41,441 görüntüleme • 11 ay önce

$HIMS is either going to $1000 or $0. I debunk all the bear cases in this video. I built a 7-figure portfolio by doing the opposite - finding asymmetric opportunities with limited downside and massive upside. That’s how I got into $PLTR at $6, $AMD at $26, and $PLTR at $11.40. Want to learn how? 🧵👇

$HIMS is either going to $1000 or $0. I debunk all the bear cases in this video. I built a 7-figure portfolio by doing the opposite - finding asymmetric opportunities with limited downside and massive upside. That’s how I got into $PLTR at $6, $AMD at $26, and $PLTR at $11.40. Want to learn how? 🧵👇

Christian Darnton

19,770 görüntüleme • 10 ay önce

Daha fazla içerik yok.