@sonatineOriginally Posted by Sanlmar
you have any thesis or thoughts regarding wagers going forward?
I’m already Palantir since Ukraine. We’ve talked about Anduril (frustrating) -> here’s a company filthy with the Twitter Google universe kinda backing _ in the drone space and AI…. model company for a new America - chef’s kiss
We just deep diving Theil?
Toss a few out there - Iran conflict, Bitcoin (gotta be real, my man) and surveillance state. .
I was joking about the Teamsters… populism is just a ploy …. it’ll be just as deep state in a year as ever
Welcome any riff you are entertaining
LFG
I know we are trading at premium levels and need a rinse but wanna have a plan
Reply With Quote