To The Moon

$Palantir Technologies Inc.(PLTR)$  

I've been watching Palantir like a hawk, and with the stock already cruising past $200, it feels like we:re in uncharted territory. The company just smashed through the $1 billion quarterly revenue barrier for the first time, and the guidance for Q3—$1.083 to $1.085 billion—sets the bar higher than any sequential growth they've ever projected. That's not just a milestone; it's a statement. Palantir isn't the speculative AI play it once was—it's becoming a revenue machine.

The earnings due after the close today are going to be fireworks. I'm expecting another beat, not just on the top line but on the growth trajectory. Commercial deals are accelerating, government contracts remain sticky, and the AI platform is finally proving its worth in dollars, not just demos. Margins might take a hit from the hiring spree, but that's the cost of scaling dominance. I'm not sweating it—short-term noise for long-term empire-building.

What keeps me up at night isn't the earnings; it's the valuation. At these levels, every headline is priced in, and then some. The market's giving Palantir a premium usually reserved for hyper-growth SaaS darlings, but with a defense moat and AI tailwinds. I love the story, but I'm not blind—sustaining this multiple requires flawless execution quarter after quarter. One hiccup, and the air gets thin fast.

Still, I'm not selling. Not yet. I've been through the dips, the meme-stock volatility, the doubters calling it overvalued since $20. This time feels different—fundamentals are catching up to the vision. I'll hold tight, eyes wide open, ready to reassess if growth decelerates or competition finally lands a punch. Until then, Palantir stays in the core.

For now, I'm all in on the ride. Earnings tonight will tell us if this rocket has more fuel—or if we're already in the stratosphere. Either way, I'm strapped in.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.

@TigerStars  @Tiger_comments