The Golden Dome concept needs a strong stratospheric presence to really work. Only one stratospheric ISR company has deployments with Air Force Special Operations Command, multi-national forces at UNITAS 2025, NASA, UK MoD, and a formal partnership with PLTR. $Ondas Holdings Inc.(ONDS)$ also has an active Golden Dome contract seat under the $151B SHIELD IDIQ. SHIELD explicitly funds data collection, persistent ISR, and AI integration as core work areas.
$Palantir Technologies Inc.(PLTR)$ Burry said his weekend research made him think the AI bubble may burst sooner than later, so he moved up his timelines and turned to put options for more structural leverage. He's also famously said he sees Palantir's long-term intrinsic value below $1 per share. A dollar? He's completely lost his mind on this one. He can keep waiting for $1 while the next wave of AI security takes this to $300.
$ARM Holdings(ARM)$ Running up on Muse and then selling right when NVDA just announced a platform for AI safety that runs on ARM architecture doesn't make much sense to me.
$NVIDIA(NVDA)$ They just announced a new AI safety platform that runs on Vera CPUs, and people are selling down $ARM Holdings(ARM)$ , which is the company behind those Vera CPUs. Come on, know your investment.
$Palantir Technologies Inc.(PLTR)$ This trendline has been tested four times now. Once it breaks above cleanly, it should push toward ATH. Maybe one pullback first, then 220+.
$Palantir Technologies Inc.(PLTR)$ The same people who keep calling this a great short have been saying it for weeks and months. Some of them were saying it back at $120, and they're still saying it now. If it happens to dip $5, they'll all act like they saw it coming.
$Palantir Technologies Inc.(PLTR)$ Very few will understand why I'm posting this on the PLTR ticker. California's governor signed Jay Leno's classic car smog exemption into law, right in Jay's own garage. PLTR to the moon. 200+ soon.