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![DataDInvesting Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1527430369183531008.png) Data Driven Investing [@DataDInvesting](/creator/twitter/DataDInvesting) on x 42.9K followers
Created: 2025-07-15 04:23:44 UTC

I don't know a ton about $APP, but this trade heavily relies on this being a crypto supercycle as both $HOOD and $COIN are very reliant on crypto trading right now for a lot of their current growth, revenue, and profits.

$PLTR the company is a gem, but it could drop tomorrow by XX% and still be among the stocks with the highest valuation in the entire market.

This PARC trade really seems to be playing on continued momentum in stocks that have already run quite a bit already and animal spirits continuing to thrive in crypto...

... Which means it'll probably outperform my portfolio over the next year.


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944976150624919951/c:line.svg)

**Related Topics**
[pltr](/topic/pltr)
[hood](/topic/hood)
[palantir](/topic/palantir)
[stocks](/topic/stocks)
[$coin](/topic/$coin)
[supercycle](/topic/supercycle)
[$app](/topic/$app)
[investment](/topic/investment)

[Post Link](https://x.com/DataDInvesting/status/1944976150624919951)