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☕️ Palantir, big brother or big returns?

Jun 03, 2025

Howdy 👋

I told you yesterday that I had no problem buying into weakness as I mentioned on Varney and right here in the 5 with Fitz.

I hope you paid attention.

This morning it’s green on the screen.

Invest in the best ignore the rest!

Here’s my playbook.

1 – Less office, more opportunity

For the first time in 25 years, more office space is being demolished or converted than built. (Read)

Remote work, hybrid models, and shifting corporate footprints have left vacancies stuck near 19% — and developers now plan to convert 85 million square feet of office space in the next few years.

People are reading into the state of the economy and leaping to all sorts of conclusions that this is “bad.”

Not so fast, imho.

Much of that office space was built on spec because developers had access to capital, not because the space was needed.

I say good... now we'll see developers “right” size.

Avoid legacy office REITs still stuck in 2019, office space specifically.

Instead, focus on those tied to:

Industrial logistics and power

Urban mixed-use conversions

Residential retrofits in major metros

Medical rehab, post operative care & longevity

My fave, an REIT focused on the growing ageing population, has returned 86.44% since I bought it to the OBA Family’s attention versus 44.12% from the S&P 500 over the same time frame.

Also, think about data centers.... they’re the new square footage.

Many investors are focused on real estate names like Equinix and Digital Realty, which lease out the physical space and connectivity. But the real play here imho is the companies powering what happens inside the walls.

One has turned in 1,495.29% over the last 5 years compared to 92.71% from the S&P 500 while the other is just powering up... but has already returned triple digits.

If you have got this covered, then excellent! If not and you’d like some help, I’d love to throw my hat in the ring.

2 - Is it time to buy nuclear stocks?

Meta just inked a 20-year deal with Constellation Energy to buy 1.1 gigawatts of nuclear power. (Read)

The Clinton Clean Energy Center — which was on the verge of shutting down — now has a new lease on life thanks to Meta’s AI ambitions and energy demands.

Constellation shares were up 9% on the news but have since given that back after the sharks stuck it to the minnows.

It’s the latest signal that tech giants are piling into nuclear — Amazon, Google, and Meta have all pledged to triple global nuclear capacity by 2050.

MyPOV: That sounds great on paper. But building new nuclear still takes decades — even with Uncle Sam fast-tracking permits.

So, is it time to buy nuclear stocks?

Think like a shark.

The trend yes but the hype no.

The real cash flow lives in today’s energy backbone:

Midstream transporters

Pipelines

Utility-grade natural gas players

Invest accordingly.

Keith’s Investing Tip: Investors constantly flit from stock to stock the way they flit from table to table in Las Vegas. Stop doing stupid stuff with your money and buy stocks in companies that’ll be there when you need ‘em. Just sayin’.

3 – Palantir, big brother or big returns?

The New York Times just stirred the pot big time, suggesting Palantir is helping the Trump administration build a master surveillance database. Predictably, people have gone bananas and speculation is rife. (Read)

You may like what's happening or you may not.

That’s moot.

Your job as an investor is the same as mine.

Stick to the facts.

What the President actually did is sign an executive order to eliminate information silos while streamlining data collection across various agencies to increase government efficiency.

The fear is that this will unleash a police state.

Respectfully, we're already there and have been for a looooooong time.

The government already has access to every bank account, your income, your employment history, medical claims, disability filings, criminal and civil court records, student loans, passports, and more. If it’s documented, licensed, billed, or regulated — “they” already have it.

Every government does in one form or another.

What's really got folks in a knot is the thought that suddenly everything will be available at the touch of a button. And accurate, or at least as accurate as people have been truthful which is a topic for another time. 🤦‍

Talk about irony.

If you’re using Facebook, TikTok, a smartphone, GPS, a mortgage, a credit card, or simply paying a utility bill — congratulations, you have voluntarily contributed to the greatest single, most valuable knowledge base ever compiled in human history. 

Your location, behavior, spending habits, contacts, medical appointments, browsing history — they’re all being collected, processed, and resold every day for billions of dollars. 

What’s more, the Chinese (and other hostile actors) have actively mined every one of those sources… but you’re worried about our government???!!!

I understand the hesitation and the skepticism — truly. Nobody wants to feel like they’re being watched, including me. 

Let’s not kid ourselves… it’s a little late to play naive. 

A) Privacy is an illusion we traded for convenience a long time ago.

B) Real surveillance has been woven into our lives for

So now what?

The world is going digital — and that means a rise in information whether you like it or not. The only real choice left is whether you want to be at the table… or on the menu.

If you don’t like what's happening and you're convinced that the company is bad news, don’t buy the stock. 

Simple as that.

And if ya do, do buy the stock.

I think it's going to $200 a share.

Keith's Investing Tip: Not all risk is bad — some of it is mispriced. The more controversial a company becomes, the more you need to understand why.

4 – Buy HIMS?

Telehealth disruptor HIMS just announced it’s acquiring Zava, a European platform that will expand its footprint to Ireland, France, and Germany — and potentially grow its active customer base by 50%. (Read)

I smell the first real global, direct-to-consumer healthcare brand.

Should you buy it?

Loads of people are.

Traditional healthcare needs an overhaul for any number of reasons… it’s too slow, too expensive, too fragmented, dominated by insurance companies etc.

I could make the case that the company has a long way to go… if it a) can successfully continue to end run both traditional in-person medical visits and b) greedy, backward thinking regulators don’t suddenly dig in.

Might make sense to begin accumulating on pullbacks.

I see a sharp increase in short interest and scuttlebutt which tells me Wall Street’s sharks smell blood in the water.

LowBall Orders could work nicely, too.

Hmmm.

5 – Neuralink counters

Yesterday we spotlighted Paradromics and the brain-tech quiet storm. (See #4)

Today? 

Neuralink just flipped the switch.

Unka Elon's brainchild raised $650M in a new round backed by heavyweights like ARK, Sequoia, Founders Fund, Thrive, and Lightspeed. (Read)

Make no bones about it.

The neurotech arms race is real, and the world’s smartest money is betting on brains meeting bandwidth.

Be sure you're among 'em.

Think early-stage AI, medical devices, or even hardware interface plays like ASML and NVDA. It’s not just about who makes the chip or the chip itself like most people think.

At this stage of the game, it's all about who'll connect it.

And you guessed it... the OBA Family is already on board with several key names that are not yet widely understood to be working in the area. 

Keith's Investing Tip: The faster the world moves, the more valuable early positioning becomes.