Grég

$PLTR bull OG since Wednesday, September 30, 2020.
“The winners in AI will be powered by Palantir and the losers will read analyst notes” - CEO Dr. Alex Karp

[Grég @GregB16]

📈 Larry Fink just dropped the numbers : Palantir has delivered ~73% growth since its IPO! Introducing CEO Alex Karp at Davos 2026, the AI revolution is real. #Palantir #PLTR $PLTR #AlexKarp #Davos #AI #Investing #TechLeaders #AIRevolution #GrowthStocks #BigData

[Grég @GregB16]

@gelard_d @Chr40993231Jean Etrange le mouvement du titre aujourd'hui ... 🤔

[Grég @GregB16]

@ActionManNews @DrTilt2 @DavidRenanTrade @tradingdedaubes @David_SLR_43 @bihan35 @OlivierRossiGP @BoubouSGC @Frenchie_ @fuckthedip Etrange cette baisse de Tonner le jour de l'intro. Plus personne n'en veut ou quoi 🤣

[Grég @GregB16]

@cole_charts @IBKR ça va être sportif 🤣

[DV47 @DeepValue47]

Rules to live by..

Never bet against the United States of America 🇺🇸

Never bet against @elonmusk🚀

[Palantir @PalantirTech]

Palantir CEO Alex Karp on the false religion of frontier labs:

“Philosophically it's wrong because it's not doomer versus not-doomer; it's a hyper-religion of hyper-optimism.”

“They believe all problems — present, past, and future, including the ones they create and don't acknowledge they create — are going to be solved by them, including human nature and disparities.”

“Enterprises are just fed up because they know this doesn't actually work this way. It's not working. And that basically drives our commercial business.”

[Palantir Mafia @PalantirMafia]

$PLTR

[Andy Renfrew @AndyRenfrew]

Chamath - two things:

1. Palantir is (k)LLM
2. Palantir Evolve

The Ontology orchestrates the frontier models and your tribal data to yield outcomes that matter - iteratively…

[G-RAM @gram_bear]

$PLTR
Pili - The Fellowship
Episode 2

[Gokarp @PLTRs_Palantir]

DISA to begin migrating combatant commands to unified IT network in 2028

Smell that? That smelly smell. It smells, smelly.
$PLTR will be busy. Apollo. Maven. NGC2.

The Defense Information Systems Agency will start transferring combatant commands to a standardized and secure IT network — now known as CommandNet — in fiscal 2028.

Developed under the Mission Network-as-a-Service program, CommandNet aims to break down silos between disparate, geographically-isolated networks used by COCOMS and replace them with a single IT architecture. To prepare for future migrations, DISA plans to work with combatant commands throughout 2026 and incorporate lessons learned from its ongoing DODNet transformation, according to Kelli Garczynski, DISA’s deputy program manager for DODNet.

“What we’re looking at right now is this year, in finishing up the fiscal year, we’re just doing some very preliminary coordinations with the combatant commands — releasing some very high-level [request for informations] and gathering some data so that when we start in [fiscal 2027], we can start our discovery and planning and then full migrations in [fiscal 2028],” Garczynski said Wednesday during a panel at the annual AFCEA TechNet Cyber conference.

Under the Defense Department’s current architecture, each combatant command runs and operates its own unique IT infrastructure that segregates users by geographic location and makes collaboration across COCOMs inefficient.

To modernize, DISA will consolidate all of those networks into one enterprise CommandNet architecture — meaning personnel at any combatant command could have access to any network across the globe.

The network will also implement DISA’s zero-trust application known as Thunderdome and be supported by a federated identity, credential and access management (ICAM) capability to manage user identities and keep track of credentials.

CommandNet development will lean heavily on DISA’s ongoing work to migrate users to DODNet, Sharon McMillon, vice director of programs/J-6 at DISA, said during the panel. Like the concept for CommandNet, DODNet creates an enterprise, cloud-based IT infrastructure specifically for the Pentagon’s defense agencies and field activities (DAFAs).

“We have acknowledged that there are many disparate networks [and] many disparate systems operating in stovepipes,” McMillon noted. “Our vision for CommandNet tackles this directly by turning strategy into operational reality, and we know that we can extend our proven capabilities out into the warfighting edge by building on the successes that we’ve had to date with extending DODNet across the Fourth Estate.”

Rob Johnson, deputy chief engineer for DODNet, acknowledged during the panel that migration to CommandNet will be a challenging task, as each combatant command operates unique IT architectures and has its own missions and priorities.

The process of getting each COCOM on the same commodity network will likely require them to take on additional IT requirements that are needed for other commands — although that could lead to significant improvements overall, he noted.

“As we move into the combatant commands, that will also mean that we can take those different mission integrations that are inevitably going to come and make sure that we have as secure and reliable service as possible for those huge amounts of needs,” Johnson said.

He added that migrating to CommandNet will also allow DISA to take over commodity IT functions for all 11 COCOMs, meaning they will no longer have to focus on network management tasks.

“Now they can focus on the whole reason they exist and the whole reason that we need them to do their jobs,” Johnson said. “They can reprioritize their efforts into the mission side, and we will make sure that they function on the commodity IT side.”

[Shin | $OPENARMY 🇺🇸 🇨🇦 🇰🇷 @mudirshin]

$OPEN 🔥🔥🔥🔥🚀🚀🚀🚀🚀🚀

I believe @ericjackson 's analysis. Not because of the $500 headline, but because he's looking at where the business could be in 5 to 10 years, not where the stock is today.

Today:
$OPEN ≈ $4

Eric's framework:
• $82 by 2028
• $200 by 2030
• $500 by 2033 (8% probability)

My way of looking at it is simple.

If Opendoor remains just an iBuyer:
• $10 to $20 is possible

If Opendoor becomes a dominant digital real estate platform:
• $50 to $200 becomes possible

If Opendoor successfully combines AI, mortgages, title services, transaction infrastructure, and tokenization:
• $500+ becomes possible

If Opendoor becomes the operating system for real estate and captures even a small percentage of a $400 trillion global real estate market:
• $1,000+ enters the conversation

And if housing ownership, financing, title transfer, liquidity, and trading all eventually move onto a digital platform where Opendoor sits at the center:
• $3,000 to $5,000+ becomes a theoretical possibility

Most people look at today's stock price and laugh.

I look at the size of the market.

A company doesn't go from $4 to $500 because the stock chart looks good. It gets there because the business becomes something completely different from what people think it is today.

[Eliano A Younes @eliano]

Palantir cofounder & CEO Alex Karp will be on CNBC in one hour (10am EST)

[God of Neodymium Dr Dave @DavidRi24012971]

$PLTR + #hospital = 900 loved ones prevented from succumbing to a terrible #sepsis #death!!!

“Grok”

Around 886–900 lives have been saved at Tampa General Hospital (TGH) in Florida since they implemented Palantir’s Sepsis Hub in roughly August 2022 (about 3.5–4 years ago). @i
The latest hospital-reported figures (as of mid-2026) put it at nearly 900 lives saved overall, with earlier updates citing 700+ as of late 2025 or ~886 in recent internal tracking. https://t.co/amT00iNqlj
This comes directly from TGH’s own data and public statements about their partnership with Palantir (using the Foundry platform). It’s not an estimate from Palantir alone—the hospital’s CEO, chief digital officer, and clinical leaders have repeatedly confirmed these outcomes.
How significant is this?
Extremely significant. Sepsis is the #1 cause of death in U.S. hospitals, and it’s notoriously time-sensitive—delays in antibiotics can be fatal. The Sepsis Hub pulls together real-time data from patient monitors, labs, histories, and vitals across ~1,000 inpatients at once. It flags subtle changes and triggers alerts for faster intervention. Hospital leaders call it a “game-changer” because it turns fragmented data into actionable, early warnings that clinicians can act on immediately.
Additional benefits reported:
• 30% shorter hospital stays for affected patients (freeing up beds and cutting costs).
• Dramatic improvement in early detection and treatment pathways.
This isn’t just a small incremental win—it’s the kind of outcome that demonstrates real clinical impact from AI/data integration in a live hospital setting. (Note: These are internal hospital metrics; no independent peer-reviewed study has been published yet, but the numbers are consistently cited by TGH executives.)
Percentage improvement over an average hospital without Palantir
Here’s the direct comparison, based on TGH’s own reporting and U.S. benchmarks:
• 48-hour (early) sepsis mortality: Reduced by 68% after implementation. https://t.co/NkKUlJwpL0
• Overall septicemia mortality rate: Dropped from TGH’s pre-Palantir baseline of 10% to 5.3% today. https://t.co/amT00iNqlj
• U.S. average hospital sepsis mortality (without this kind of advanced real-time AI platform): Typically 15–18%. https://t.co/amT00iNqlj
Bottom line on the percentage improvement:
• TGH’s current rate (5.3%) is roughly 68–70% lower than the national average hospital.
• Even versus their own pre-Palantir performance (already better than average because it’s a major academic medical center), they achieved about a 47% relative reduction in overall mortality—and the headline 68% drop in the critical early 48-hour window.
In short: An average hospital without this Palantir-powered system would expect significantly more deaths from sepsis under similar patient volumes. TGH’s results show what’s possible when you integrate siloed data into a single real-time operating system for care coordination. It’s one of the clearest real-world examples of measurable lives saved from this kind of healthcare AI deployment.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

https://t.co/3iilN6yofa

[Louis Mosley @louismosley]

Couldn’t agree more with this. I’d love to see a generation of world-leading British tech firms.

Palantir is actually doing something about it.

~20% of our people are in the UK. We draw some of the best engineers in the world to Britain, and we help keep them here. Foundry, our core platform, was invented in our London office.

Ten years on, the Palantir UK alumni network is very strong. Take @ElevenLabs : built in London, co-founded by an ex-Palantir engineer, now full of brilliant ex-colleagues.

More founders are leaving Palantir UK to build every year.

I have no doubt one of the great British AI companies will be built by a Palantir alum.

[Eric Jackson @ericjackson]

I think Opendoor could be a $500 stock in the next 5-7 years.

OPEN trades at $4.28 today. Wall Street targets are $2-$20. The architectural-intersection case nobody is pricing: the three-layer tokenization build Kaz Nejatian walked me through at OPEN's Toronto offices, the British Columbia leasehold proof-of-concept that already works at provincial scale, and the four prerequisites — asset-class control, pricing-data depth, vertical integration, operator-class with crypto-native architecture experience — that converge in exactly one publicly-traded operator.

This is the applied case study for the framework piece I published earlier today on tokenization as the fourth capital-markets infrastructure transition.

The math: at conservative probability calibrations, the asymmetric expected value of the position at $4.28 is 25-35x return from current price, against bounded downside at -100%. Same structural pattern as Carvana from single-digits to $487 (~140x), Shopify from $20 IPO to $1,700+ (~85x), Tesla from single-digits to $400 (~200x), NVIDIA from single-digits to $150 (~30x) — what stocks capturing architectural transitions in their industries actually look like.

Why I Think OPEN Could Be A $500 Stock [Long OPEN]

https://t.co/i5XbQmukXo

[Grég @GregB16]

@ACInvestorBlog Which broker do you use to buy IPW pliz ?

[Mike @MikeLongTerm]

BREAKING $PLTR $255 PT| BUY Rating 🚀🚀🚀

@BankofAmerica Securities Analyst Mariana Perez Mora maintains Buy Rating on @PalantirTech with $255 Price Target.

[Gokarp @PLTRs_Palantir]

$PLTR 4 Patents

[Hardik Shah @AIStockSavvy]

$PLTR | BofA Securities 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐁𝐮𝐲 on 𝐏𝐚𝐥𝐚𝐧𝐭𝐢𝐫, 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐏𝐓 𝐚𝐭 $𝟐𝟓𝟓

[Palantir OG @PalantirOg]

$PLTR Palantir Has an AI Operating Layer Worth the Stock Premium 💡🔮✔️

Jun 09, 2026
Story Highlights:
PLTR is becoming the AI operating layer for companies, governments, and sovereign systems, turning secure data into governed decisions.

The next AI phase is ROI, and PLTR is built for it: less AI theater, more savings, speed, workflow control, and operating leverage.

Valuation risk is real, but the bull case is larger: PLTR becomes essential Western AI infrastructure, which supports my Strong Buy rating.

Palantir is increasingly becoming the operating layer for artificial intelligence (AI) inside enterprises, governments, and sovereign systems. I’m bullish on the software deployment company, even as a value investor, despite the company’s hefty stock premium relative to other tech names.

The operations and management are simply too strong here. The main risk is valuation compression if AI enthusiasm falters, but the next phase is all about Palantirians delivering measurable ROI to customers through secure data and governed workflows. If this is achieved, Palantir deserves my Strong Buy rating for sure...
By: Oliver Rodzianko
🐂📈🔮🔥
https://t.co/LXvuJO53IG