Author: Ondrej Slunecko

Fan of disruptive tech and growth stories. Investing in the public market since 2017.

Semiconductors are materials that have the ability to conduct electricity under certain conditions. They are an essential component of modern electronic devices, and their importance to the world cannot be overstated. And it has only risen over the past years. And AMD Chiplets will be one of the keys to unlock the future of compute. Some people say that semiconductors are the modern equivalent of oil in terms of importance and potential implications for geopolitics. Well, let’s ask ChatGPT what does it think: What is more important? Oil or Semiconductors? It is difficult to say which is more important, oil…

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Every moment in history occurs only once. The World is in constant dynamic change. As an investor, you are trying to build the future, predict it, and gently shape it. All at the same time. Your decisions have consequences, but so do decisions across the whole landscape. Through those lenses, let’s take a look at Palantir Q3 2022 earnings report, published on November 7th, 2022. I am going to highlight certain aspects of the report that are of interest to all and every Palantir shareholder, both positive and negative including possible explanations or viewpoints. Key Metrics Revenue grew 22% YoY…

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Palantir Technologies Inc. (NYSE: PLTR) announced that its federal cloud service offering has received a DoD Impact Level 6 (IL6) PA from the Defense Information Systems Agency (DISA). With the debut of Palantir Federal Cloud Service (PFCS) in 2019, the company first gained FedRAMP and IL5, and now, with this accreditation, it expands its cloud offering to include a new Secret Region. As one of just three firms obtaining an IL6 Provisional Authorization from DISA for their cloud offerings, Palantir joins Microsoft and Amazon Web Services (AWS). What is Palantir IL-6? IL6 is designated for the processing and storage of data…

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The market for artificial intelligence (AI) was expected to be worth close to USD 59.67 billion in 2021 and is anticipated to grow at a CAGR of 39.4 per cent to reach USD 422.37 billion by 2028. Rapid AI Growth is going to propel innovation and enhance the flywheel of innovation convergence. AI GROWTH Highlights Of AI Growth In 2021, North America held the top spot in the worldwide artificial intelligence (AI) market, contributing over 43% of total revenue. Palantir is one of the leaders in AI growth. As part of this effort, federal authorities have set guidelines for the…

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The United States has been an undisputed superpower since WW1. And since then, the US hegemony has only grown. What is next? And what is the main difference-making factor? In Civilization, a turn-based strategic computer game, players can attain victory through multiple means. Science Culture Domination Religion With the ever-accelerating world of progress and innovation, in our world, scientific victory is what matters. And the US is leading. In fact, not just leading, it continues to absorb capital and earnings from all corners of the globe, reinforcing the US hegemony. Science Victory -> US hegemony Why Not Invest In The…

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What I am going to tell you is a completely nonsensical association that occurred to me one day. Palantir, a piece of science-fiction concept of tomorrow, alive already today, psychohistory. You know, one of those ideas that just hit, out of nothing. And you have to write them down or they fly away. Those little sparks. Shards of geniality, fragments of madness. Psychohistory. Let’s start from the beginning, shall we? “The fall of Empire, gentlemen, is a massive thing, however, and not easily fought. It is dictated by a rising bureaucracy, a receding initiative, a freezing of caste, a damming…

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Previously, we have uncovered how Antonio Linares started his investing journey. However, his research spans multiple domains and it is time to look under the hood once again to dissect more of his bullish points about the future as well as his favourite companies. https://www.youtube.com/watch?v=m8vRoG594Vs&t Antonio Linares on “In The Loop” podcasst Analog And Digital Worlds Colide Historically we’ve always produced stuff in the analogue world and only recently we’ve begun to pass these productions into the digital space and even more recently we’ve begun to produce things in the digital space and it has been staying there right so…

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“Mind if a dial-in from the beach?” Antonio Linares asked when I tried to schedule an interview with him. Enigmatic investor, who made 25X on AMD and 7X on Solar City, enjoys being distanced from the madness of the daily market fluctuations and rather looks towards the future, chasing the asymmetric bets. Before reading his substack “Investment Ideas By Antonio” or listening to the podcast episode below, read the summary of the mental models that made this iconoclast outsized returns. The first half of the interview is covered in this article. And also make sure to listen to Episode 07.…

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Solar energy stocks have a tremendous potential to ride the S curve of solar energy adoption. At the moment, the world production of energy consist of less than 1% of solar energy. However, the technology is becoming exponentially better. On one hand, the production from the same area is rising and the price for the panel is falling. Watch the whole episode with Vitaly and Carlos from Freelancer Finance below: https://youtu.be/2sxGHewlEu4 Solar Energy Stocks with Freelancer Finance Highlights About Solar Energy Stocks Every day, 23 000 TW of energy hits the surface of the Earth. People usually underestimate the potential.…

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Have you ever witnessed a puppy breaking out of a dragon egg? What about a picture of a cyberpunk airship-filled city with greenery spilling over balconies? Or about a photo of two robots fighting in an octagon? All of the mentioned and much more is possible thanks to AI-generated images. These may seem impossible, yet they are made possible through text-to-image generation, a cutting-edge form of machine learning. These models are capable of producing excellent, photorealistic graphics from a straightforward text cue. AI Generated Brutalist Building Wedged Into Glacier Scientists and engineers at Google Research have been investigating text-to-image generation…

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