Huat99
02-13
$Palantir Technologies Inc.(PLTR)$ is the battleground of 2026. ⚔️
Q4 Revenue +70% & massive US Gov growth vs. Michael Burry’s 10k-word bear thesis predicting a 66% drop.

This infographic breaks down the data driving the volatility:
🐂 Bulls (Score 4.17): Execution, AI Dominance & Airbus/DISA wins.
🐻 Bears (Score 3.83): Valuation concerns & Insider selling.
Are you buying the dip or fearing the drop? 👇
@Tiger_comments @TigerObserver @TigerPicks @TigerStars @Daily_Discussion @Tiger_Earnings
SaaS Misss: CoreWeave Faces More Correction?
Salesforce reported Q4 revenue of $11.2 billion, up 12% YoY, its fastest growth in two years, beating expectations. However, FY2027 revenue guidance of $45.8–46.2 billion was slightly below the $46.06 billion consensus. C3.ai announced it will lay off 26% of its global workforce as part of a restructuring plan under new CEO Stephen Echegoyen. CoreWeave hit $5B annual revenue, with backlog (incl. RPO) surging to $66.8B, up 3x YoY. For 2026, capex is set at $30B+—at least triple 2025—while ARR could reach $19B by year-end. Shares fell over 10% after hours.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Huat99
    02-13
    Huat99
    🤖 AI-assisted analysis
  • WenJieChan
    02-16
    WenJieChan
    Great article, would you like to share it?
  • WesleyC
    02-15
    WesleyC

    Great article, would you like to share it?

  • Chinny92
    02-15
    Chinny92

    Great article, would you like to share it?

  • Chinny92
    02-15
    Chinny92

    Great article, would you like to share it?

  • Chinny92
    02-15
    Chinny92

    Great article, would you like to share it?

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