As of Today, No Software Company Comes Close to Palantir (PLTR), No Real World AI Company Comes Close to Tesla (TSLA), No Bitcoin Treasury Company Comes Close to Strategy (MSTR), No Research Company Comes Close to G.L.A.INVE$T RESEARCH….Are You With Me So Far? As investors panic during this correction (as they always do) I continue to monitor our favorite long term investments daily, from 7am to 11 pm every day. Emotion is the enemy, Data is our friend, and the Data on Palantir’s Earnings was Amazing!
G.L.A. INVE$T Research Newsletter: THE HOLY TRINITY
Palantir (PLTR), Tesla (TSLA), and MicroStrategy (MSTR) form our Holy Trinity of long-term investments, and amid this market correction, Ive been getting a lot of calls From Clients asking why are they down. The first reasonthey are down is because the market is down. The reason the market is down is because of the uncertainty! The uncertainty is coming from a lot of different directions to start the year. We have a new fed coming in, we have many geopolitical situations (IRAN, GREENLAND), we have the govt shutdown, and the possibility of the tariff’s being cancelled. When there is this much uncertainty, it’s very easy for the big money to manipulate the small money, it happens over and over and over again. Corrections are very normal, the market has a 10% correction on average every 12 months, and it has a 5% correction on average every 4 months. When they happen, there is no need to panic, unless you dont know what you own. This is why we need to know what we own, We need to obsessed with the research, or you need to hire a company like G.L.A. INVE$T RESEARCH who is obsessed. The research is the courage of our convictions, and information is the most valuable commodity (especially after the silver and gold correction)
Short-Term Noise, Long-Term Wins
The market is voting machine over the short term, or a popularity contest that is swayed up and down by headlines, by opinions and by emotion. I have been through every correction over the last 25 years from the front lines. Each correction feels like the world is coming to an end, then it doesn’t. Just like waves in ocean or rush hour traffic, Corrections and volatility are literally part of this game. If you can’t handle the volatility its ok, investing in individual stocks isn’t for everybody, Investing in mutual funds is a definitely better than holding cash. At G.L.A. INVEST, we are longterm investors seeking exponential growth, We understand that the price of admission for exponential growth is volatility and patience. I do not view short-term trading as the way to pursue 10 X returns.
PLTR Earnings: Unmatched Acceleration and Growth
Palantir crushed Q4 2025 expectations with 70% revenue growth to $1.41 billion, accelerating from prior quarters, and EPS of $0.25 beating estimates. U.S. commercial revenue surged 137% YoY to $507 million, outpacing U.S. government growth of 66% to $570 million, with commercial set to overtake government soon as it doubles annually. Their Rule of 40 score hit 127%—revenue growth plus margins—dwarfing peers at 20-30% decelerating growth; no other software firm matches their AI-driven results, It doesn’t mean the stock
TSLA Strategy: Elon Inc. Vision
Tesla’s Car business is the Trojan Horse, just like Amazons Book Business, Tesla’s Real Business is the the Machines that Build the Machines, Full Self Driving, Cyber Cab, Energy Storage and the Humanoid robot. With the announcement of the XAI merger with Spacex, the question is will Elon merge Spacex with Tesla, or will he IPO Spacex? Either way not betting on the Albert Einstein of this generation is essentially committing financial suicide. I can tell you one thing for a fact, the minute Spacex is public it will be immediately placed in The G.L.A.INVE$T Top 5.
MSTR Strategy: Bitcoin Bet Check Mate on Traditional Finance
Just like Palantir at $10 and Tesla at $15, the market doesn’t understand Bitcoin—let alone MicroStrategy’s (MSTR) financial ecosystem it’s building. $STRC, Michael Saylor’s and $MSTR’s Iphone Moment is a perpetual preferred stock yielding 11.25% monthly (tax-deferred return of capital), trading near $100 par with low volatility. This funds BTC buys while offering yields 3x Treasuries, redefining corporate finance. Remember this post, remember this price on $MSTR ($108) this is not investment advice but I have as much conviction and confidence today as ever!! I am adding to MSTR, ARKB, HOOD, BMNR, and Of course TSLA and PLTR.
Stay the Course
$PLTR’s growth is unmatched, TSLA’s AI/robotics lead is unavailable, MSTR’s BTC Ecosystem will revolutionize finance, but in order to achieve exponential growth we need to Ignore the noise from the finance media, we need to zoom out, but most of all we need to buy the best and Ignore the rest, welcome to G.L.A INVEST!
