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![CMDarnton Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1936166431378300928.png) Christian Darnton [@CMDarnton](/creator/twitter/CMDarnton) on x 5206 followers
Created: 2025-07-16 14:33:59 UTC

If I were to summarize:

→ $PLTR was my conviction play on government + data.
→ $AMD is my conviction play on the future of computation.

Same framework. Same depth.
Same high-conviction thesis.

This time, the bet’s even bigger.


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945492113053175810/c:line.svg)

**Related Topics**
[pltr](/topic/pltr)
[$amd](/topic/$amd)
[$pltr](/topic/$pltr)
[stocks technology](/topic/stocks-technology)
[advanced micro devices](/topic/advanced-micro-devices)

[Post Link](https://x.com/CMDarnton/status/1945492113053175810)