Why $NEBIUS(NBIS)$ remains my biggest DataCenter play — my updated 2030 price target. Last earnings showed ARR per MW can come in higher than previously thought, and the $Palantir Technologies Inc.(PLTR)$ announcement makes me more confident too. Official $NEBIUS(NBIS)$ guidance is 5GW contracted power in 2026. I personally estimate 4GW active by the end of 2029 at an average of $16M ARR per MW. That puts the base case ARR going into 2030 at $64B. Assuming a 7x ARR multiple, ClickHouse adding another 10% of value, and another full 100% dilution — stock only has half the upside — I get to a $904 stock in 2030.
$Palantir Technologies Inc.(PLTR)$ Price is coiling up nicely here, with the range tightening on lower volume. Buyers keep stepping in on dips and aren't letting it break down. The chart looks ready to make a move if it clears recent resistance. Watching this closely, the setup has legs.
$Palantir Technologies Inc.(PLTR)$ I don’t really get the bearish case here. If the knock is just valuation, show me another business at this scale, growing at these rates with this kind of margin. I don’t think you’ll find one.
$Palantir Technologies Inc.(PLTR)$ Setting up a higher high with a max around 220. I've seen daily charts like this many times before. Not shorting this yet.
$Palantir Technologies Inc.(PLTR)$ War is good for the OS of the US military. And Trump has turned Venezuela into one of the greatest Monroe Doctrine moves.
$Palantir Technologies Inc.(PLTR)$ Bears were calling for a crash last year because the PE was a "bloated pig." Since then the PE has compressed hard, yet the stock is still sitting in the 170s. By that thesis it was supposed to go down, not higher. That view has been wrong the entire ride, from the DPO days at $10 all the way up. Valuation scare stories never stopped the compounding. Earnings grew into the multiple while the stock ripped. Keep calling the PE a bloated pig. Price keeps proving the point. Still a long runway to go before the excitement wears off.
$Palantir Technologies Inc.(PLTR)$ It has been bull flagging over the last two days above the marked support area. Flat on the day even with broader market weakness. Call trigger sits at a break of $180.