I went back to the Tijuana River in San Diego County.
Raw sewage and toxic waste STILL flowing freely into our state from Mexico. Gavin Newsom has STILL not declared a state of emergency, as local leaders demand.
It is completely unacceptable. As governor I WILL declare a state of emergency so we can bring an end to this scandal.
Watch out for the God Object
New Doc Drop 🚀
Ontology design: Best practices
Ontology design: Structural guidance
Ontology design: Anti-patterns
https://t.co/6s5KVk8YDp
$PLTR
Palantir is an official Starlab partner, and if NASA picks Starlab this month after Trump Jr. invested, PLTR will be the AI brain of the next space station launching in 2029 — VOYG is already up.
💥💥🚀
https://t.co/1hFS8G4zbS
Bill Maher asks how the government is “failing the poor so badly” when he pays “60 PERCENT” of his earnings in taxes.
“Last week was tax day… I paid the government probably almost 60% of what I earn. That’s a lot.”
“And I… wouldn’t mind if Bernie Sanders would stop saying the rich don’t pay taxes.”
“The top 10% pay 72% of all federal income taxes. And the bottom half, 3%.”
“The Democratic Socialists talk about socialism like we don’t already have a lot: Social Security, unemployment, Medicare, nutritional assistance, Medicaid, Obamacare, disability, housing subsidies.”
“How can you be soaking the rich and failing the poor so badly? How can it be that the federal government alone took in over 5 trillion in taxes last year, and we still need that?”
“Are we really this incompetent and corrupt?”
BREAKING: Marco Rubio just said the quiet part out loud.
Americans work 40+ years…
Pay taxes.
Follow the rules.
Build the country.
Then retire on $800, $900, maybe $1,000 a month.
Meanwhile, new arrivals can allegedly receive more support from the same system they never paid into.
Read that again.
The people who built America are being pushed to the back of the line.
This is not compassion.
This is a government priority problem.
America First was never just a slogan.
It was a warning.
Who comes first?
The taxpayer… or the system?
$PLTR CEO Alex Karp said Palantir hopes customers try LLM companies first to realize “they don’t care about you at all” then come back to own the means of production with Palantir.
At AIPCon 10, Palantir CEO Alex Karp shares our secret to sales:
“We’re hoping that you’ll go to a large language model company and learn that they don’t care about you at all.”
“What you will find is there are a myriad of problems that these very important models solve, and there are even bigger problems that they create.”
“We’re in the business of giving you the ability to solve those problems for yourself and own the means of production.”
Reminder of that one time @CitronResearch used ChatGPT to write a short report on Palantir $PLTR, and I debunked every single point raised in the "report".
https://t.co/91Gu6EOvvp
$PLTR
The biggest concern around Palantir over the past 2 years has been its valuation.
That concern should not be that relevant anymore.
If we are looking at other companies in Software, $SNOW and $CRWD are trading at HIGHER multiples on a NTM EV/EBITDA yet they are growing 2x LESS than Palantir and at 2x WORSE margins, as shown in the chart below by Arny.
You want to know what’s even worse?
The TTM GAAP profits for all 3:
Palantir did $2.28B in GAAP net income, actual profit coming down to the bottom line.
Snowflake LOST $1.33B and Crowdstrike LOST $162M!
$SNOW and $CRWD can’t produce a GAAP profit, have significantly worse margins and have significantly less growth but are getting a HIGHER multiple.
This is not to say that Snowflake or Crowdstrike are overvalued or don’t deserve the premium they are getting, but it is to say there is a massive valuation disconnect and anyone screaming that Palantir is expensive cannot make that argument relative to every other company in SaaS.
Better margins, faster growth, profitable…and basically guided to 100% topline growth next year.
This is obvious.
If the market is willing to continue giving these premiums to software companies as the “AI destroying software” narrative goes away, Palantir should continue to gain momentum.
$PLTR USDA Signs $300M Deal With Palantir to Boost Farm Security, Modernize Farmer Services
May 29, 2026
“Protecting America’s farmland is protecting America itself, and this work gives USDA the visibility and speed needed to safeguard our food supply. Our farmers sustain this nation, and modern tools help us support them with greater precision,” USDA Chief Information Officer Sam Berry said.
“America depends on its farmers, and USDA is moving fast to give them the technology they need. They are raising the bar for what government can deliver for farmers, and we are honored to partner in that work,” Ali Monfre, Federal Engineering Lead at Palantir, added.
🇺🇸🚜🌾🌽🔮⭐️
https://t.co/BlyHZBVsnu