$Palantir Technologies Inc.(PL

My take: The path to $3T is three engines + discipline:

Search holds share despite AI overviews by improving ad formats and query monetization.

YouTube boosts RPM with Shorts ads + Shopping; CTV keeps lifting brand spend.

Cloud sustains margin expansion as AI workloads ramp on first-party silicon.

Capital returns stay aggressive; operating leverage does the rest.

What I’m watching: TAC/traffic mix, Cloud margin cadence, capex ROI (TPUs, data centers), and any antitrust overhang.

Trade plan: Buy dips tied to AI “cost fears” and add when Cloud prints back-to-back margin beats.

Risk: legal outcomes, AI inference costs, and hardware capex lag.

Alphabet wins by taxing the internet twice—on intent (Search) and attention (YouTube)—while Cloud quietly fattens margins

Palantir Secures £1.5B UK Deal: Up 134% YTD! Still Room to Run?

UK will significantly increase purchases of Palantir Technologies (PLTR) data analytics software, with the U.K. military committing over $1 billion over five years, extending an earlier deal, according to Bloomberg. Following the news, Palantir shares rose 5.1% to close at $176.97. Year-to-date, the stock is up about 134% in 2025, though it remains below its all-time high of $190 on August 12. 👉 With continued government adoption and long-term contracts, could Palantir sustain its strong 2025 rally, or is a consolidation phase likely?

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