$Palantir Technologies Inc.(PLTR)$ After a huge upside move over the last few days, I expected a pullback, which we saw today, and I have absolutely no concerns. With that said, I also expect the next move up to be a total breakout, with PLTR making a fantastic run back to $200+.
$Palantir Technologies Inc.(PLTR)$ Palantir's (PLTR) current trajectory shows it's evolving into the indispensable "AI Operating System" for the Western world, moving beyond standard analytics to become the primary logical layer for modern sovereign infrastructure. By deploying its Artificial Intelligence Platform (AIP) across high-stakes environments—from the USDA's $300 million food-security mandate to the U.S. Army's $10 billion enterprise framework—Palantir has transitioned into the mandatory software substrate for the 4th Industrial Revolution. This architectural dominance ensures it acts as the inescapable orchestrator for the "sensor-to-shooter" chain and global supply-twin resilience. This necessitates
300MThe contract doesn't add $3B to market cap. The understanding is that this is just the tip of the iceberg. Every earnings report reinforces this view.
$Palantir Technologies Inc.(PLTR)$ Theil is the head of the San Francisco gang that helped push PLTR into the inner circle at the White House. No wonder PLTR gets all the contracts from the military and government. Now, with even more military spending, a lot of it will go towards data, data, and data. I have no doubt that PLTR will double in 3 years.
Seems like a big bet on $Palantir Technologies Inc.(PLTR)$ just came in. Maybe it'll go up to 230, as research firms predicted. I'd love to know who made those big buys.
$NVIDIA(NVDA)$ Anyone familiar with NVDA knows it tends to knock a few times before breaking through. That's just how NVDA operates. The $200 level will likely be tested multiple times.