Jerry Romine Stocks

"consolidation wave in Palantir. It's building a bulletproof system that"

"failure in any way for Palantir. This is"

"growth, Palantir may not be for you"

"The underlying numbers on Palantir are easy to read, but managing"

PLTRbearish

"If enterprise software budgets take a hit, Palantir's multiple"

"metrics. Palantir's entire long-term growth"

"Palantir is no longer a speculative play that is going"

"massive core position in Palantir using my own"

"Look, I'm absolutely not hating on Palantir here. We have to look at their"

"Palantir is shifting into that heavy momentum phase"

"Palantir is playing out that exact corporate"

NVDAneutral

"Nvidia. Every single one of them went through these"

MSFTneutral

"Microsoft, and Nvidia."

AMZNneutral

"Amazon, Microsoft, and Nvidia."

METAneutral

"Meta, Amazon, Microsoft, and Nvidia."

"Palantir position. The stock is down 23%"

"We started this analysis with one fundamental question, is Nvidia cheap? And we found a definitive mathematical answer. Yes, as long as the underlying infrastructure engine delivers on its visibility pipeline."

"Nvidia can be an incredibly frustrating stock to hold because it constantly goes through long stretches of boring consolidation or prolonged pullbacks before suddenly exploding higher."

"So, here's the final verdict on Nvidia. The asset is fundamentally cheap on the trailing operational math, but that framework is only valid if you believe the global infrastructure build-out has a multi-year runway that can outrun these structural headwinds."

NVDAneutral

"Let's look at this with complete clinical clarity because Nvidia happens to be one of the largest holdings in my entire portfolio."

"If you own Nvidia in your portfolio right now, you know the exact feeling I'm talking about."

SSNLFbullish

"You are probably looking at these top 10 lists and thinking that I own Nvidia and Samsung four different times."