To The Moon

$Palantir Technologies Inc.(PLTR)$ 

Palantir's not just crunching data anymore — it's rewriting market expectations. The company's Q3 preview is a jaw-dropper: over $1 billion in quarterly revenue for the first time ever and guidance between $1.083B–$1.085B, marking its strongest sequential growth yet. But here's the twist — expenses are surging too, thanks to heavy hiring.

As the stock flirts near $200, the question isn't just "Can they beat earnings?" — it's "Can they sustain this pace without burning margins?" Palantir's pivot from pure government contracts toward AI-driven enterprise solutions is starting to pay off, especially with Foundry now powering real-time decision engines for major corporations. But that transformation comes at a cost — headcount, infrastructure, and R&D are ballooning.

The bulls argue that Palantir's story is only in its second act. Its dominance in AI analytics and defense tech gives it pricing power most software players would kill for. If earnings momentum holds, a clean breakout above $215 could send this stock sprinting toward $230–$250 before year-end.

The bears, however, warn of a sell-the-news pullback. Valuations are already pricing in near-perfection, and any guidance miss could trigger a sharp fade back toward the $190–$195 base zone.

Bottom line: the next 72 hours will define whether Palantir becomes the next mega-cap AI staple — or another momentum mirage.

I'm not a financial advisor. Trade wisely, Comrades! ⚡