$PL
planet labs5/10Does he own it?
He mentions buying one token share "for fun" but explicitly says he went long RKLB instead and regrets not owning PL. The single share is a non-position; no adding, sizing, or portfolio weight is ever stated. Other mentions treat PL as a thematic/high-beta reference, not a holding.
His thesis
He frames PL (Planet Labs) as the trigger of a broader space-satellite megacycle and a major multibagger that ran roughly 10x. He acknowledges his father was very bullish early and right, while he doubted the revenue growth and chose RKLB instead. He views PL as a high-beta space name that leads thematic moves but is less defensible than AI/photonics revenue stories.
How his view evolved
Starts with regret over passing on PL despite owning a token share. Later references shift to using PL as a thematic anchor for the space-satellite cycle and as a high-beta example during market corrections, rather than any position commentary.
Key points
- Owns only one symbolic share; chose RKLB instead and regrets skipping PL
- Casts PL as the trigger of a space-satellite megacycle
- Treats PL as a high-beta leader, less defensible than AI revenue plays
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $PL on X ↗