Get Christian’s deep-dive investment newsletter: https://christianmdarnton.substack.com/ Twitter: https://x.com/CMDarnton Subscribe for long-term investing strategies and original research About: Christian Darnton is a disciplined long-term investor who began his journey in 2020. With a clear eye for asymmetric opportunities, he built a track record of high-conviction investments - most notably in Palantir Technologies, where an early position at $7 yielded over 1,500% in returns. His approach is transparent and principled: every decision documented from the outset, every success and setback shared in real time. By 22, Christian had grown his portfolio into a high 6-figures through focused, patient investing. No gimmicks. Just a deep belief in the power of long-term thinking - and the willingness to act on it. Join me. Disclaimer: This content is for informational and educational purposes only and does not constitute financial advice. All investment decisions involve risk and should be made based on your own research or consultation with a licensed financial professional. Christian Darnton holds active positions in AMD and other public companies disclosed on this channel. 00:00 – I Bought $PLTR at $6. Here’s Why I’m Still Holding Why most investors still don’t understand Palantir — and why I believe it can still 10–100x from here. 05:00 – The Future Belongs to the Computational Stack Reality is computable. And the companies building the hardware & software to simulate it will own the next era. 10:00 – What Is Palantir Actually Building? Not just software. Ontology is the cognitive layer of the enterprise. Digital twins. Real-time simulation. Decision dominance. 15:00 – Why Analysts Will Never Understand This Thesis The market still thinks PLTR is overpriced — because it doesn’t understand what it is. I call it “ontological alpha.” 20:00 – Why DCFs and Models Completely Miss the Point How do you model culture? How do you predict emergent innovation? You don’t. That’s why DCFs failed at $PLTR. 25:00 – The Rise of AI Engineers & The Productization Flywheel AI is accelerating Palantir’s deployment velocity — AIP, forward-deployed engineers, modular rollout. This is compounding. 30:00 – Culture as Compound Interest for Innovation Why culture is the most misunderstood driver of asymmetric returns. And how it shaped AIP, AMD, and HIMS. 35:00 – The Ontology Will Become Ubiquitous Infrastructure From war to health to logistics, Palantir’s ontology will become the operating system for civilization itself. 40:00 – I Expect a 70% Drawdown. I’m Still Not Selling Volatility is the price of being early. I’ve seen this before. But I invest in decades, not weeks. 45:00 – Join Me: The Next Industrial Revolution Is Here This isn’t just about $PLTR. This is about understanding the future before it becomes consensus. Subscribe below.