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53:09LONG
“I don't think it's true that we're not great at building things in this country. Look at Elon and the progeny of Elon. Like, we do know how to manufacture…”
@Invest Like the Best
US reindustrialization is a structural megatrend with AI as the lever to make domestic production viable.
TSLALONG@ $392.38
$313.75-20.04%
since call Mar 10
“These are, these are crappy businesses, you know. They have like 9% operating margins or something. It's they're not they're valued at like less than 2 times…”
@Invest Like the Best
US defense primes are undervalued; fixing cost-plus incentives could rerate them far above 2x revenue.
NOCLONG@ $741.53
$534.99-27.85%
since call Mar 10
“We think that the value's gonna accrue at the, at the chips layer and at, at the ontology layer.”
@Invest Like the Best
Palantir captures AI value at the ontology layer as model companies commoditize and apps reinvent its stack.
PLTRLONG@ $156.59
$124.82-20.29%
since call Mar 10
TIMESTAMPS
53:09
62:29
75:47