Strong U.S. commercial momentum (especially AIP platform adoption and pilots-to-production conversions), raised full-year guidance (ideally implying sustained high-70s%+ growth or better), robust bookings/Remaining Deal Value (RDV) or Total Contract Value (TCV) figures, and Alex Karp’s characteristically bold commentary on AI sovereignty, ontology-driven value vs. “AI slop,” and Palantir’s unique “n-of-1” position. Historical Context from Past Earnings (What Drove Big Post-Earnings Runs) Karp’s earnings calls have repeatedly emphasized themes that resonated with investors and fueled multi-month rallies: Explosive U.S. commercial growth and large-deal momentum**: In recent quarters (e.g., Q4 2025 and Q1 2026), U.S. commercial revenue surged 133–137% YoY, with big TCV bookings, high-value de
Palantir & Anthropic are interdependent. Not choose one over another!
Palantir Technologies (PLTR) and Anthropic are both major players in the AI and data space, but they operate in fundamentally different layers of the AI ecosystem. They are more complementary (with integration and partnerships) than direct competitors, though there is some overlap and perceived rivalry in enterprise AI deployment. Core Business and Focus Palantir* (founded 2003, public since 2020): A *data integration, analytics, and AI platform company**. It builds software platforms (e.g., Foundry for commercial/enterprise, Gotham for government/defense, AIP for AI, Apollo for deployment) that help organizations integrate siloed data from many sources, create ontologies (structured data models), analyze it, and turn it into actionable decisions. It emphasizes secure, human-in-the-loop sy
This year is really a rollercoaster. This also shows it is difficult to beat the market every year. i have prepared myself. I still believed I may beat the market this year too. Do you think you can beat the market? My plan and convictions haven't change, once I double my portfolio I will start to preserved my wealth. Let it grow at market rate. I'm still young so time is on my side! $Palantir Technologies Inc.(PLTR)$ $Amazon.com(AMZN)$ $NVIDIA(NVDA)$ $Broadcom(AVGO)$ <
$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc.(PLTR)$ im buying today instead of waiting. Going on a trip to Japan this Friday. Not planning to look at the charts daily. Just following any news on pltr. Investing requires homework and I am looking out for bad news. No bad news means let the investment moon!
$Alphabet(GOOG)$ $Alphabet(GOOG)$ rotating msft and meta funds into goog. I am using the index components and rebalancing accordingly. Apple, Microsoft and meta have failed to perform.