Illustrative forecast assuming Palantir sustains a Rule of 40 score of 155% for the next four quarters (Q3 2026 through Q2 2027). Key Q2 2026 baseline Revenue: $1.935 billion (+93% year-over-year).   Adjusted operating margin: 62%.   Rule of 40: 155% (93% growth + 62% margin).   Adjusted EPS: $0.41.   Diluted shares: roughly 2.57 billion.   Stock price (midday Aug 4, 2026, post-earnings surge): around $160.   Rule of 40 = year-over-year revenue growth rate + adjusted operating margin. Sustaining 155% is extremely aggressive and historically rare at this scale; it requires either continued ultra-high growth, further margin expansion, or a combination. Projection assumptions (simplified illustrative model) To keep Rule of 40 exactly

Big-company stakes (especially Alphabet/Google’s) are not a reliable “buy” signal for retail investors, mainly because of timing, strategy, scale, and risk profile differences. SpaceX can still be compelling on its own merits for long-horizon believers in its businesses. Why PLTR/GOOG involvement does not mean you should invest Alphabet/Google’s stake is old and strategic, not a current endorsement of the public valuation.** Google invested alongside Fidelity in 2015 (around a $10–12B company valuation) for satellite connectivity and related infrastructure. That position has ballooned into a reported $94B holding (roughly 4–6% stake post-IPO) after SpaceX’s June 2026 IPO (priced at $135/share for ~$1.75–1.78T market cap). Google cannot freely sell large portions due to lockups. It also has

Strong U.S. commercial momentum (especially AIP platform adoption and pilots-to-production conversions), raised full-year guidance (ideally implying sustained high-70s%+ growth or better), robust bookings/Remaining Deal Value (RDV) or Total Contract Value (TCV) figures, and Alex Karp’s characteristically bold commentary on AI sovereignty, ontology-driven value vs. “AI slop,” and Palantir’s unique “n-of-1” position. Historical Context from Past Earnings (What Drove Big Post-Earnings Runs) Karp’s earnings calls have repeatedly emphasized themes that resonated with investors and fueled multi-month rallies: Explosive U.S. commercial growth and large-deal momentum**: In recent quarters (e.g., Q4 2025 and Q1 2026), U.S. commercial revenue surged 133–137% YoY, with big TCV bookings, high-value de

Palantir Technologies (PLTR) and Anthropic are both major players in the AI and data space, but they operate in fundamentally different layers of the AI ecosystem. They are more complementary (with integration and partnerships) than direct competitors, though there is some overlap and perceived rivalry in enterprise AI deployment. Core Business and Focus Palantir* (founded 2003, public since 2020): A *data integration, analytics, and AI platform company**. It builds software platforms (e.g., Foundry for commercial/enterprise, Gotham for government/defense, AIP for AI, Apollo for deployment) that help organizations integrate siloed data from many sources, create ontologies (structured data models), analyze it, and turn it into actionable decisions. It emphasizes secure, human-in-the-loop sy

$Palantir Technologies Inc.(PLTR)$ Buy buy buy

$PLTR 20260710 142.0 CALL$ Weekly income in acc. Time to spend!

$PLTR 20260710 142.0 CALL$ Earning some income

$Palantir Technologies Inc.(PLTR)$ Buy buy buy

This year is really a rollercoaster. This also shows it is difficult to beat the market every year. i have prepared myself. I still believed I may beat the market this year too. Do you think you can beat the market?  My plan and convictions haven't change, once I double my portfolio I will start to preserved my wealth. Let it grow at market rate. I'm still young so time is on my side! $Palantir Technologies Inc.(PLTR)$  $Amazon.com(AMZN)$  $NVIDIA(NVDA)$  $Broadcom(AVGO)$  <

I'm still learning. I'm down two times my annual income.  I'm getting used to volatility because I know I'm holding good companies. Hope to get some support here, please like and follow. Comment if you have similar experience and how you held on. $Palantir Technologies Inc.(PLTR)$  $Amazon.com(AMZN)$  $NVIDIA(NVDA)$  $Broadcom(AVGO)$  $Alphabet(GOOG)$  

$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc.(PLTR)$ im buying today instead of waiting. Going on a trip to Japan this Friday. Not planning to look at the charts daily. Just following any news on pltr.  Investing requires homework and I am looking out for bad news. No bad news means let the investment moon!

$Alphabet(GOOG)$ $Alphabet(GOOG)$ rotating msft and meta funds into goog. I am using the index components and rebalancing accordingly.  Apple, Microsoft and meta have failed to perform. 

$PLTR 20260605 136.0 PUT$ $PLTR 20260605 136.0 PUT$ closed to buy right away

$Microsoft(MSFT)$ $Microsoft(MSFT)$ held for two years plus and didn't move much. Rotating this fund to another counter

$Meta Platforms, Inc.(META)$ $Meta Platforms, Inc.(META)$ meta is not profiting yet. Rotating my fund out of this counter. May be into goog

$PLTR 20260605 136.0 PUT$ I buying 100 shares in one month time. If I didn't get this allocation, I will buy on that day. 

Demo acc doubles easily. If only my actual account has this amount!  Any wealthy individual wants to donate some real money to me? 😉 

Here's a comprehensive, bullish counter-article based on the title "Hyperscaler Earnings 'Fraud'? Reality Check: AI Investments Are Paying Off Now". It directly tackles Michael Burry's accusation of "earnings fraud" via extended depreciation on AI GPUs/servers (estimating ~$176 billion understated depreciation from 2026–2028, potentially overstating Meta earnings by ~21% and Oracle by ~27%), while shifting focus to tangible 2025–early 2026 evidence of accelerating cloud/AI revenue, backlog growth, monetization, and productivity signals from hyperscalers as of April 2026.Hyperscaler Earnings "Fraud"? Reality Check: AI Investments Are Paying Off NowMichael Burry has aggressively labeled hyperscaler accounting practices as one of the "most common forms of fraud in the modern era." His core cl

Here's a comprehensive, bullish counter-article based on the title "Burry Sees Bubble, Bulls See Breakthrough: Palantir's Platform Edge Proves Him Wrong". It directly counters Michael Burry's ongoing 2026 bearish thesis on Palantir (PLTR)—including his repeated claims that the stock is worth "well under $50" (as low as $46 in some scenarios), his critiques of the platform as consultant-heavy and vulnerable to "Anthropic Displacement" or agile generative AI competitors, and his view of PLTR as wildly overvalued amid AI hype—while highlighting the Artificial Intelligence Platform (AIP)'s unique ontology-driven edge, accelerating enterprise adoption, sticky high-margin economics, and measurable breakthrough in operationalizing AI at scale as of mid-April 2026.Burry Sees Bubble, Bulls See Brea

Here's a comprehensive, bullish counter-article based on the title "Capex Strain? Think Long-Term Moats: The AI Winners Burry's Shorts Can't Touch". It directly addresses Burry's concerns about hyperscaler capex sustainability (~$700B projected for the big four in 2026), potential cash flow strain, ROI delays, and accounting issues, while pivoting to the durable competitive advantages (moats) of leaders like Nvidia (CUDA ecosystem, full-stack infrastructure) and Palantir (ontology-driven AIP platform, sovereign AI partnerships) that protect their positions and enable long-term value creation beyond near-term spending pressures.Capex Strain? Think Long-Term Moats: The AI Winners Burry's Shorts Can't TouchMichael Burry's bearish stance on AI has zeroed in on the massive capital expenditure s