$Palantir Technologies Inc.(PLTR)$ There's really only one reasonable bear thesis here: that the TAM isn't big enough to support the growth trajectory. I think that's wrong, but at least it's a reasonable opinion. When people say the software is trash, regular, or nothing special, it just makes them look uninformed. Those comments crack me up every time I read them.
$Palantir Technologies Inc.(PLTR)$ We have a 6 year DPO anniversary coming up this Wednesday. The best way to mark it would be showing 200+ by then or before. I think Wall Street is aware of this.
$Palantir Technologies Inc.(PLTR)$ Palantir will go past $1,000.00 in 2027-28. I'm being very conservative with that estimate, it'll most likely end up much higher. In the short term, PLTR should reach 250.00-270.00.
If $SoFi Technologies Inc.(SOFI)$ gets to $100, Anthony Noto will start being viewed as the reincarnation of Alex Karp from PLTR. Karp was also disliked back when I held $Palantir Technologies Inc.(PLTR)$ at $6, and now he is beloved just because of stock performance. Haters turn into fans pretty fast.
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.