Pirate Wires founder Mike Solana bets big on Palantir, SpaceX, Tesla and Amazon
Niphon Phunnu
Mike Solana, who runs marketing at Peter Thiel’s Founders Fund and founded Pirate Wires, has disclosed a portfolio concentrated in Palantir Technologies (PLTR), SpaceX (SPCX), Amazon (AMZN) and Tesla (TSLA).
Palantir Technologies (PLTR) accounts for 16.3% of the portfolio, followed by SpaceX (SPCX) at 14.1%, Amazon (AMZN) at 14%, and Tesla (TSLA) at 13.7%. Together, the four holdings represent 58.1% of the portfolio.
Energy-related investments are another major component, with Exxon Mobil (XOM) accounting for 7.5%, Cheniere Energy (LNG) for 7%, and Constellation Energy (CEG) for 6.6%. Standard Nuclear (STDN) represents a further 6.3%.
The portfolio also includes semiconductor stocks, with Advanced Micro Devices (AMD) accounting for 3.2%, Taiwan Semiconductor Manufacturing (TSM) and Nvidia (NVDA) each representing 2.9%, Broadcom (AVGO) at 2.8%, and Micron Technology (MU) at 2.6%.
Solana is the founder and editor-in-chief of Pirate Wires, a publication covering technology, politics, and culture, and hosts its podcast. At Founders Fund, he oversees marketing and creative programming, including the firm’s Anatomy of Next podcast and events.
The portfolio was also promoted by investing platform Autopilot as the Pirate Wires Flagship Portfolio, with a stated theme of backing companies that “Make America Exceptional.” Autopilot allows users to follow selected portfolios and replicate trades through connected brokerage accounts.
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