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