LeftBrain

[LeftBrain @ChiWeeNg]

ethereum:native first weekly close above 20W MA (coupled with MACD crossover) since end Oct 2025.
$BMNR $SBET

[Kenny Nguyen @mrnguyen007]

BOOOOOOM! 🔥 🔥 🔥 🔥 🔥

GO CLARITY ACT.. 📃 🇺🇸

[David Sacks @DavidSacks]

Tomorrow’s markup of the Digital Asset Market Clarity Act is a monumental step in making the U.S. the Crypto Capital of the World and maintaining America’s leadership in innovation. I applaud Chairman @SenatorTimScott and the Senate Banking Committee for working so hard to craft the necessary compromises to advance this legislation. At a staff level, I also want to thank White House crypto director @patrickjwitt for helping us get to this point. Finally I want to thank the crypto industry for its efforts. There are roughly 50 million people in the U.S. who own or use crypto. This legislation will ensure that this ecosystem can innovate and flourish for years to come.

[amit @amitisinvesting]

$PLTR

Palantir just put up one of the strongest earnings we have seen throughout the entire stock market. The level of growth across core metrics that the street did not expect to grow and the ability to do it in the face of the narrative that software companies have no terminal value is what makes this quarter so incredible.

Revenue accelerated 85% YoY against expectations of 74%. They raised the FY guide from 61% to 71%. They did more FCF this quarter than they did in revenue in Q1 last year.

They did this with a salesforce of around 70 people...most software companies at their scale have 100x that amount of dedicated staff working on sales, so how are they able to grow this fast? How is Alex Karp so easily able to guide that they will accelerate to 100% growth in 2027?

Palantir is actually doing what software companies have promised to do, but as of recent have failed to materialize: providing value that transforms an enterprise.

A quote from Shyam, CTO, last night:

"More tokens means more slop. And the more commodity cognition you consume, the more you need a system that can prevent the economic harm so you can harness the economic value. That system is AIP. That intermediary representation is the ontology. This is also why we are seeing the death of legacy software. AIP replaces static workflows not by replicating the playbook but by eliminating the need for one."

Palantir is acknowledging that traditional legacy software is dead in the age of AI, but the orchestration of providing business value to ground the truth of the organization within the representation of how that value is constructed (the ontology, what they spent 20 years building) is the defining factor to make AI meaningful.

The results prove this. How is a company doing almost 2B in revenue with just 1000 customers? Their net dollar retention has now passed 150%, which means their customers are choosing to spend more with them because they are getting more value. Imagine what happens when Palantir is at 10,000 and 100,000 customers. This can be one of the biggest companies on Planet Earth as everytime they get a customer, they provide so much value, that the customers locks in and stays with them and pays them more and Palantir is able to create an incredible margin (53% net income) on every dollar the generate because they don't need to pay all the people in the middle, like a salesforce, to generate that revenue.

The company increased their FY guide to 7.6B. Alex Karp said he wants to grow that 100% in 2027. That would put the company at around 15B. If they beat that estimate, we could be even higher. The debate right now is purely around one thing: the sustainability of this type of growth. If you think it is sustainable, you are bullish. If not, you are bearish.

Palantir can't control everything that happens in the macro or the market but they can control how fast they can grow. These earnings make it very, very obvious to me that they will not only sustainably grow, but they will continue to accelerate that growth because their customers are continuing to ask for more from them and as they continue to deliver, they continue to see the benefits of bringing value to enterprises and governments across the world.

Incredibly proud to be on the journey of covering them and I know how special this quarter must have been for those of us who saw the company grow up in front of our eyes over the past few years.

LFG.

[Ehraz Ahmed @ehrazahmedd]

You’re valuing $PLTR like a mature SaaS company using static cash flows… while the market is clearly pricing AI platform optionality.

Let’s talk comps:
OpenAI just raised at $850B valuation.
Anthropic is already at $380B officially and 800–900B+ in recent bids.

Neither is nowhere near profitable. Both are being priced on future dominance, not current FCF math.

Now compare that to $PLTR:
Real revenue.
Real margins.
Real enterprise + government moat.
Already embedding AI into production workflows (not just APIs).

The real question isn’t:
“Is PLTR worth $125 on a DCF?”

It’s:
“Is PLTR closer to a legacy SaaS multiple…
or an AI platform multiple like OpenAI / Anthropic?”

If it’s the latter, then $146 isn’t expensive,
it’s early.

[Jack Prescott @JackPrescottX]

In honor of $PLTR earnings, here’s a throwback:

The Problem with Palantir Stock

[Palantir @PalantirTech]

Palantir is proud to partner with the US Department of Agriculture to modernize services for American farmers, giving them the time and resources they need to secure our nation's breadbasket.

"Protecting America’s farmland is protecting America itself, and this work gives USDA the visibility and speed needed to safeguard our food supply,” said USDA Chief Information Officer Sam Berry. “Our farmers sustain this nation, and modern tools help us support them with greater precision. I look forward to working with Palantir as we continue serving the American farming community, which serves all of us every single day.”

https://t.co/UVzlg0WYgp

[Cryptic Trades @CrypticTrades_]

Like this post and Repost it.

We're giving away three free 1-month Premium Patreon subscriptions to random people who engage.

I want to more people to see what we've been building inside and help more people get away from all the noise.

Winners will be chosen in 24 hours.

[LeftBrain @ChiWeeNg]

@cantonmeow It wants to test the monthly middle Bollinger Band?

[Brian Armstrong @brian_armstrong]

We agree. Thank you @SecScottBessent for saying it. It's time to pass the Clarity Act.

Grateful for all the bipartisan work among Senators and staff over the past several months to make this a strong bill.

[David Pyne 🇺🇸 @AmericaFirstCon]

Vice President JD Vance reportedly is advising President Trump to accept Iran's surprisingly reasonable 10-point peace plan and end the Iran war. Trump responded by sending Vance to Hungary on the eve of the expiration of his deadline to re-open the Strait of Hormuz.

[Bitmine (NYSE-BMNR) $ETH @BitMNR]

2/
$BMNR UPLIST TO NYSE BIGBOARD

Additionally, the company announced that it has been approved for uplisting to the New York Stock Exchange (“NYSE”) from the NYSE American.

As a result of the uplisting, the Company’s common stock will cease trading on the NYSE American after market close on April 8, 2026, and will commence trading on the NYSE effective at the opening of trading on April 9, 2026.

The Company’s common stock will continue to trade under the symbol “BMNR”.

[BSCN @BSCNews]

🇮🇷JUST IN: SHIPS CARRYING ESSENTIAL GOODS CAN NOW ENTER THE STRAIT OF HORMUZ

Iran has approved the passage of ships carrying essential goods and humanitarian supplies through the Strait of Hormuz to Iranian ports or nearby waters, under specific protocols.

Businesses are now allowed to resume sending these shipments.

Source: Clash Report.

[LeftBrain @ChiWeeNg]

@CW8900 Reversal on the cards?

[Al Jazeera English @AJEnglish]

Iran has agreed to allow 20 Pakistani-flagged vessels to transit the Strait of Hormuz, in what Islamabad has called a meaningful step towards easing one of the worst energy crises in modern history https://t.co/Pujp9qwley

[Momin @mominsaqib]

Pakistan lore update since you weren’t paying attention:

→ Army chief had a direct call with Trump this week
→ We’re literally passing ceasefire messages between the US and Iran rn
→ Offered to host the talks in Islamabad
→ Defence pact with Saudi Arabia
→ Trilateral fighter jet programme with Türkiye
→ Invited to the Iran-US dialogue alongside UAE, Qatar, Egypt

In 1971 we secretly flew Kissinger to Beijing and nobody knew until it changed the world.

We’re doing it again. Same energy. Bigger stakes.

Most geopolitically relevant Pakistan has been in decades and the group chat doesn’t even know.

[Yatin Mota @yatinmota]

Iran Agrees To Conditional Mediation With US, Seeks Immediate Halt To Attacks, Future Assurance

Source: NW18
https://t.co/d1HULaPL4R

[LeftBrain @ChiWeeNg]

@cantonmeow Where are the buy order blocks?

[LeftBrain @ChiWeeNg]

@cantonmeow Closed slightly above!