@fammetaX@PLTRs_Palantir More like +1300 %. PLTR has been printing non-stop since AIP was created. Gokarp has actually published legitimate analysis even though the sell off.
🚨 BREAKING: ROBINHOOD $HOOD SECURES U.K. APPROVAL TO OFFER CRYPTO SERVICES
- Added to the Financial Conduct Authority's list of firms authorized to provide crypto services
- Approval lets Robinhood's UK business operate legally
- FCA launched the crypto registration system in 2020
- More than 50 companies approved under the framework so far, including Ripple, Kraken, BlackRock, and BNY
@ChrisCamillo Thank you! You inspired us to do DD and develop conviction. I wouldn’t have been able to discover and hold without the dumb money community.
$PLTR ABSOLUTELY DESTROYED THEIR EARNINGS
• Revenue $1.94B vs Est. $1.81B
• EPS $0.41 vs Est. $0.35
• US Commercial: $764M vs Est. $716M (+149% YoY)
• U.S. commercial remaining deal value: $6.2B (+124% YoY)
FY26 Guidance
• Revenue $8.16B vs Est. $7.73B
• Operating Income $4.9B vs Est. $4.5B
🚨 PREDICTION
$HOOD Q3 prediction market revenue will be even higher than Q2, which was an all-time record
Q2 was 13.6B contracts and $156M revenue
- 3.2B in April
- 3.9B in May
- 6.4B in June (World Cup)
Q3 gets 19 days of World Cup
Plus NFL and college football kick off in September 🏈
World Cup had 104 matches total
September will have ~350 football games:
- NFL kicks off Sept 9, so Weeks 1-3 + Week 4 Thursday ≈ 49 NFL games
- College adds ~65-70 FBS games per weekend across ≈ 300 FBS games
The real blowout quarter will be Q4 - full football season + midterms. But the bottom line is that I would not expect Q3 to take a step back from Q2
Will do a full estimate on July volumes tomorrow once Rothera / Kalshi data is released