I was looking at my watchlist and noticed DDOG. It's up 73.5% for the year and has a P/E of 696, compared to $Palantir Technologies Inc.(PLTR)$ 's P/E of 149. I wonder why Michael Burry isn't more focused on them instead.

$Palantir Technologies Inc.(PLTR)$ $Zeta Global Holdings Corp.(ZETA)$ The narrative around AI partnerships seems to be developing further. There are reports indicating Palantir might be collaborating with Gap through a forward-deployed engineering approach, potentially involving OpenAI. To me, the more significant point isn't just about landing another single customer. It's about the underlying model itself: AI companies placing their engineers directly into enterprise workflows to tackle actual business challenges. For Palantir, this aligns with the commercial expansion thesis that many have been monitoring. It points towards broader enterprise adoption, deeper AI integration, and more tangible

$Palantir Technologies Inc.(PLTR)$ $1,000 a share, it's on sale.

$Palantir Technologies Inc.(PLTR)$ In the very near term, short-term flow is starting to matter more than fundamentals. Weekly options positioning shows a noticeable skew toward upside exposure, which typically reflects aggressive short-dated positioning rather than passive hedging. When gamma exposure builds in the weekly chain, price action can become more reactive as dealers adjust hedges in real time around key strike zones, which can amplify directional moves once momentum kicks in. So far, the tape has been constructive. If price holds above the $136 area, the next liquidity zone to watch sits closer to $150. It's still very much a flow-driven setup short-term, driven by structure and positioning.

$Palantir Technologies Inc.(PLTR)$  Even with the broader market under pressure, this stock managed to rally against the trend. It looks like it could be heading toward $150 in the near term. $Oracle(ORCL)$ 

$Palantir Technologies Inc.(PLTR)$ Options and dark pool flow suggest the shorts are getting squeezed. There's also talk that Renaissance Tech is back in the market.

$Palantir Technologies Inc.(PLTR)$  I ended up having to buy back my $125 covered calls.

$Palantir Technologies Inc.(PLTR)$  The stock is currently testing a key resistance level. If it breaks through, the next upside target could be around $138.

$Palantir Technologies Inc.(PLTR)$ Why this partnership is a major catalyst: It unlocks a massive hardware pipeline. Dell's AI orders have surged to tens of billions, largely driven by organizations rushing to build private AI environments. Every major enterprise buying Dell's AI infrastructure is now a pre-qualified, accessible customer for Palantir.

$Palantir Technologies Inc.(PLTR)$ This could bounce just from shorts covering. It's way oversold. I sold LEAP puts at the $125 strike, enough for 2,000 shares. Premium received was $70K, which would put the average cost per share at $90 by Dec 2028. I'd take that in a heartbeat. But what will likely happen is I'll close them out after Palantir rips back up. Win-win.

$Palantir Technologies Inc.(PLTR)$  If this actually goes under $100, I might consider buying more, because I believe the upside is worth it.

The U.S. Army has selected $Palantir Technologies Inc.(PLTR)$ 's Foundry as the cloud data layer baseline for NGC2, its highest-priority command-and-control modernization program. Foundry will integrate with Anduril's Lattice as the tactical data layer to support future AI-enabled applications. A significant macro win for defense tech.

$Palantir Technologies Inc.(PLTR)$ I added a new starter position today. In my opinion, the gap still needs to fill, but I'm buying at oversold levels with RSI 40 and previous support at $130. Argus upgraded to a buy rating with a new potential price target of $190. Patience is required.

$Palantir Technologies Inc.(PLTR)$  Really strong close.

$Palantir Technologies Inc.(PLTR)$ This reminds me of NVDA in 2022. Palantir has a fortress balance sheet.

$Palantir Technologies Inc.(PLTR)$  Enterprise AI demand for Palantir remains very strong. The commercial opportunity is still being underestimated. AIP adoption is accelerating. The company remains one of the primary beneficiaries of the AI buildout.

Usually, it's during these pullbacks that the next winners reveal themselves. Here are the four setups I'm watching closely right now: $SoFi Technologies Inc.(SOFI)$  CEO is buying shares on the inside while the stock is down nearly 50% from its highs. The weekly chart structure is starting to flip bullish again, and the sentiment feels washed out. $CoreWeave, Inc.(CRWV)$  Still one of the most overlooked names in AI infrastructure. Massive backlog, connection to Nvidia, and the chart looks like it's building energy for another leg higher. $Palantir Technologies Inc.(PLTR)$  Probably still the cleanest pure-play AI software trend in the market. Tig

$Palantir Technologies Inc.(PLTR)$  Watching this while holding $148 calls

$Palantir Technologies Inc.(PLTR)$ Wired is putting out negative coverage on Palantir regarding the UK contracts, NHS and Defence, which is having a small effect on the stock. The $760 million contracts with the UK are under scrutiny from a minority who think Palantir could end up controlling part of the government. Microsoft and Amazon have faced similar issues. Something worth watching. I remain long on it.

$Palantir Technologies Inc.(PLTR)$ Honestly, over the past few months, I've been wondering... did it really make sense for it to be below $160? Of course not!