Tommy liveoak

Build it, show it, race it and repeat!

[amit @amitisinvesting]

$PLTR $ZETA

BREAKING: Palantir and Zeta announced a strategic partnership to build AI infrastructure for enterprise marketing.

- Zeta’s Data Cloud will be rearchitected on Palantir Foundry, combining governed enterprise data with Zeta’s AI decisioning platform.

- The goal is to connect operational intelligence, customer intelligence, and real-time marketing execution.

- Zeta says the partnership could drive more than $100M in annual revenue in the coming years.

The companies say this creates a trusted platform for agentic marketing, where AI can turn enterprise data into faster, measurable outcomes.

Nice to see two companies focused specifically on value creation for enterprises partner together to continue enabling more value.

[Palantir @PalantirTech]

Factory to foxhole.

Mud to Moon.

Palantir is the Operating System of Reindustrialization.

Join us in Detroit @reindsummit to see how Palantir is giving American workers and warfighters an unfair advantage.

[Palantir @PalantirTech]

Because we get asked a lot.

The Technological Republic, in brief.

1. Silicon Valley owes a moral debt to the country that made its rise possible. The engineering elite of Silicon Valley has an affirmative obligation to participate in the defense of the nation.

2. We must rebel against the tyranny of the apps. Is the iPhone our greatest creative if not crowning achievement as a civilization? The object has changed our lives, but it may also now be limiting and constraining our sense of the possible.

3. Free email is not enough. The decadence of a culture or civilization, and indeed its ruling class, will be forgiven only if that culture is capable of delivering economic growth and security for the public.

4. The limits of soft power, of soaring rhetoric alone, have been exposed. The ability of free and democratic societies to prevail requires something more than moral appeal. It requires hard power, and hard power in this century will be built on software.

5. The question is not whether A.I. weapons will be built; it is who will build them and for what purpose. Our adversaries will not pause to indulge in theatrical debates about the merits of developing technologies with critical military and national security applications. They will proceed.

6. National service should be a universal duty. We should, as a society, seriously consider moving away from an all-volunteer force and only fight the next war if everyone shares in the risk and the cost.

7. If a U.S. Marine asks for a better rifle, we should build it; and the same goes for software. We should as a country be capable of continuing a debate about the appropriateness of military action abroad while remaining unflinching in our commitment to those we have asked to step into harm’s way.

8. Public servants need not be our priests. Any business that compensated its employees in the way that the federal government compensates public servants would struggle to survive.

9. We should show far more grace towards those who have subjected themselves to public life. The eradication of any space for forgiveness—a jettisoning of any tolerance for the complexities and contradictions of the human psyche—may leave us with a cast of characters at the helm we will grow to regret.

10. The psychologization of modern politics is leading us astray. Those who look to the political arena to nourish their soul and sense of self, who rely too heavily on their internal life finding expression in people they may never meet, will be left disappointed.

11. Our society has grown too eager to hasten, and is often gleeful at, the demise of its enemies. The vanquishing of an opponent is a moment to pause, not rejoice.

12. The atomic age is ending. One age of deterrence, the atomic age, is ending, and a new era of deterrence built on A.I. is set to begin.

13. No other country in the history of the world has advanced progressive values more than this one. The United States is far from perfect. But it is easy to forget how much more opportunity exists in this country for those who are not hereditary elites than in any other nation on the planet.

14. American power has made possible an extraordinarily long peace. Too many have forgotten or perhaps take for granted that nearly a century of some version of peace has prevailed in the world without a great power military conflict. At least three generations — billions of people and their children and now grandchildren — have never known a world war.

15. The postwar neutering of Germany and Japan must be undone. The defanging of Germany was an overcorrection for which Europe is now paying a heavy price. A similar and highly theatrical commitment to Japanese pacifism will, if maintained, also threaten to shift the balance of power in Asia.

16. We should applaud those who attempt to build where the market has failed to act. The culture almost snickers at Musk’s interest in grand narrative, as if billionaires ought to simply stay in their lane of enriching themselves . . . . Any curiosity or genuine interest in the value of what he has created is essentially dismissed, or perhaps lurks from beneath a thinly veiled scorn.

17. Silicon Valley must play a role in addressing violent crime. Many politicians across the United States have essentially shrugged when it comes to violent crime, abandoning any serious efforts to address the problem or take on any risk with their constituencies or donors in coming up with solutions and experiments in what should be a desperate bid to save lives.

18. The ruthless exposure of the private lives of public figures drives far too much talent away from government service. The public arena—and the shallow and petty assaults against those who dare to do something other than enrich themselves—has become so unforgiving that the republic is left with a significant roster of ineffectual, empty vessels whose ambition one would forgive if there were any genuine belief structure lurking within.

19. The caution in public life that we unwittingly encourage is corrosive. Those who say nothing wrong often say nothing much at all.

20. The pervasive intolerance of religious belief in certain circles must be resisted. The elite’s intolerance of religious belief is perhaps one of the most telling signs that its political project constitutes a less open intellectual movement than many within it would claim.

21. Some cultures have produced vital advances; others remain dysfunctional and regressive. All cultures are now equal. Criticism and value judgments are forbidden. Yet this new dogma glosses over the fact that certain cultures and indeed subcultures . . . have produced wonders. Others have proven middling, and worse, regressive and harmful.

22. We must resist the shallow temptation of a vacant and hollow pluralism. We, in America and more broadly the West, have for the past half century resisted defining national cultures in the name of inclusivity. But inclusion into what?

Excerpts from the #1 New York Times Bestseller The Technological Republic: Hard Power, Soft Belief, and the Future of the West, by Alexander C. Karp & Nicholas W. Zamiska

https://t.co/8igjazz1On

[Eliano A Younes @eliano]

“For some reason, maybe even a supernatural one, people care about this company. Maybe it’s the name or the CEO and his hair, the aura, the spooky, mysterious vibe. There’s something that gets people to care”

🫶

[Tommy liveoak @Tommyliveoak]

@eliano Need this

[Dan Ives @DivesTech]

We believe the take that Anthropic is eating PLTR's lunch, (amplified by Michael Burry's now-deleted post on X earlier today), is the wrong take and fictional narrative (in our view) as Palantir is at the epicenter of leaders in the AI Revolution. Core AI winner and tech leader🐂

[Autopilot @joinautopilot]

Update: Trump says Palantir has great war fighting capabilities and equipment

A single post on Truth Social added ~$10,000,000,000 to $PLTR's market capitalization

[amit @amitisinvesting]

$PLTR

Woah.

The Department of War is saying that after the Maduro Raid, Anthropic called Palantir and asked if their models had been used to help with the operation. Anthropic was not happy about their tech being involved.

Palantir then lets the DoW know about this because of the concerns Anthropic was bringing up which leads to the entire fall out as the DoW gets pissed off that Anthropic is trying to investigate highly classified information and essentially boss them around on how to use the tech.

This is pretty incredible but it once again reinforces something that most of the shorts don't really understand: Palantir is the most important software in the world and involved in almost every major geopolitical event.

Does that mean it will trade at a premium? Yes, but if valuation was the only concern, then it would have been very easy to always find an issue with Palantir. There is a much, much deeper story.

Anthropic's models orchestrated through Palantir's software is what allowed the government to successfully execute Midnight Hammer, if Claude leaves the picture...guess what doesn't? Palantir. Their environment will still be the structure by which any new model gets deployed and that is where ALL the value comes from, along with their ability to actually work highly classified and regulated environments with mission critical situations.

The market seems to be recognizing that again as Palantir gets above $150.

[Tom Nash @iamtomnash]

People who go sell $PLTR ahead of a major geopolitical conflict involving the U.S.

What are you smoking?

[amit @amitisinvesting]

$PLTR

Thoughts on Palantir's Q4 earnings:

- First, wow. Just wow. I've been covering the company for about 5 years now and this is single handedly their best quarter in history. Every time we feel like they can't beat our already high expectations, they find a way to blow them out the water. I guess that's what the true generational companies do, they simply execute at a level that is so profound that the entire world stops to recognize why they deserve the praise they are owed. Palantir deserves every last bit of praise, especially because they got none of it for 20 years.

- This company is growing at an unprecedented rate. 70% rev growth in Q4, guiding for 74% in Q1 and 60% in FY 26. We know most of these numbers will be beaten as well. What software company is growing at these levels? Which even are close to putting up the operating margins that Palantir is showing, much less expanding those margins quarter after quarter? This is not just becoming a growth stock, this is becoming a company that is defying all growth expectations. Raising FY guide by $1B? Really? A billion ahead of consensus? If the market is trying to reward growth, then Palantir is showing that growth when EVERY OTHER SAAS name is struggling to show any level of meaningful growth.

- Valuation. Look, Palantir has been expensive for a long time and I'm not going to try to make the argument that if they compound like this over the next 5-10 years that the stock is incredibly cheap (although that argument can be made) but we have to ask ourselves WHY the market continues to give Palantir a premium. For the people saying that it's purely retail hype, I think that argument needs to be put to rest. I mean, you can keep making the argument, you just look really silly. To say these types of growth numbers is retail hype is nonsense, the institutions and retail understand how incredibly rare finding a company like this is but retail just happened to find it first and continues to hold because of results like what we saw today. I also think it is really, really important to understand TAM + Palantir's moat when thinking of valuation. The TAM for AI may be bigger than any TAM we have ever seen. Maybe not, time will tell, but if it is...Palantir is going to capture a part of that and continue to compound. Their moat is essentially becoming the "operating system" for every industry and although their customer count is not growing significantly QoQ (yet) their revenue is, why? Because they are actually providing value to their clients and that value is translating into a larger piece of the pie. Eventually, that will scale into tens of thousands of customers (right now they have only 954!) and the government platforms they are building like ShipOS are individually going to become $1B ARR businesses for MULTIPLE countries in the future -- my point is, I think we are at the beginning of the S curve, not the end of it, and that's why the street is paying up.

Now, I'm not saying macro can't take the stock down or that it is the cheapest stock out there, I'm saying that this company has a moat that is so large and being VALIDATED so strongly by the numbers that I once again ask myself every time after an earnings why I don't have more -- which is why I bought more after earnings. Buying here in 10 days may be risky but not in 10 years which is why I continue to add.

Also, another point on valuation -- if the stock were to get hit by 20% like many have been saying for Palantir to go to $120 or below, AFTER THESE results, then I think many people would see that as a very attractive opportunity. The dips get very easy to buy when a company of this caliber continues to execute at this rate so if for some reason we need to see some serious drawdown, now that we have growth guidance at these levels, it does not make it that scary to buy more.

Finally, I just want to say that I am really, really grateful for what Palantir has done for my life. I met so many of you at the NYC meetup (pics coming soon!) over the weekend that took a chance on me as a creator talking about this company 4 years ago and Palantir the company and it has changed so many lives and because of you all that have consumed my content, it has allowed my dreams to come true. I don't take that lightly and I am humbled beyond imagination. Palantir has given me a platform, it's given me an audience, it's given me financial freedom, and it's given me the obsession and drive to continue covering what is the single most exciting and misunderstood company on the planet, just like I was 4 years ago when I was making videos about the company in my parent's basement. Emotional isn't even the word when I see an earnings like this and knowing how hard the employees work to get these results and how much they care about the mission just makes the ability to cover the company and play a small part in their journey that much more special.

I've had the privilege of meeting Dr. Karp a few times and he consistently has told me that the loyalty and trust the individual investor had with their own capital in this name is one of the driving forces for why he is so excited to continue executing at a level that we haven't seen before.

Congrats to everyone who took a chance on this name years ago and to those who took a chance on me with covering this name. It has changed my life, Palantir has changed all of our lives, and the fun part is...the story really feels like it is just beginning.

[amit @amitisinvesting]

$PLTR

PALANTIR Q4 2025 EARNINGS:

- $1.4B Revenue, +70% YoY
- U.S. Revenue $1.71B, +93% YoY
- U.S. Comm Revenue $507M, +137%
- U.S. Gov Revenue $570M, +66%
- Rule of 40: 127%
- Guiding for 61% FY 26 growth

Palantir is becoming one of the greatest software companies in history.

[Palantir @PalantirTech]

Palantir reports Q4 2025 revenue growth of 70% Y/Y, rule of 40 score of 127%; issues FY 2026 revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth, crushing consensus estimates.

Q4 U.S. commercial revenue grew 137% y/y and adjusted operating margin was 57%.

We also generated $2.27 billion in FY 2025 adjusted free cash flow, representing 51% margin and 82% Y/Y growth.

[Tom Nash @iamtomnash]

Palantir just topped fourth quarter estimates again, and the drivers were exactly what long term investors expected, AI demand and defense strength. The company beat on revenue, beat on earnings and followed it with upbeat guidance that shows the momentum isn’t slowing as it heads into 2026. $PLTR

[Tom Nash @iamtomnash]

The best investing advice you will hear

[Arny Trezzi @arny_trezzi]

$PLTR Q4 deal activity was 🔥🔥🔥

Here is the list of the deals you need to know before Monday's Earnings:

• $200mn with Lumen to support AI in complex, multi-cloud environments;

• $100mn sole contract from the IRS;

• $44mn deal with the US Navy to provide Ship OS;

• $NVDA partnership to operationalize AI;

• Teton Ridge partnership in collaboration with TWG AI and Nvidia;

• DGSI (France’s intelligence) multi-year renewal with the DGSI;

• AIG expansion to assess portfolio risks;

• Cubic partnership to deliver outcomes to shared military customers;

• Accenture extension by forming the Accenture Palantir Business Group;

• Snowflake partnership to integrate AI Data Cloud with Foundry and AIP;

• US Department of Energy agreement to advance the Genesis Mission;

• Northslope expansion;

•Exiger partnership to accelerate Defense acquisition;

• PwC UK multi-year partnership;

• FTAI Aviation multi-year partnership to reduce manufacturing costs;

• Multiverse partnership to launch NHS FDP Apprenticeships Programs;

• Dubai Holdings partnership to launch Aither JV;

• Stagwell partnership to launch a new AI marketing platform built on Foundry;

• Valoriza partnership (Spanish environmental services);

• OneMedNet partnership to advance healthcare AI.

Will these deals make Palantir smash the estimates?

Yours,
@arny_trezzi

[Tom Nash @iamtomnash]

A complete investing masterclass in half an hour, by one of the greatest of all time.

[Shyam Sankar @ssankar]

Applications for the American Tech Fellowship for Veterans run through February. The fellowship begins March 2, 2026. Learn more, share with veterans you know, and APPLY today:

https://t.co/Nb2sPsSnFN

[amit @amitisinvesting]

$NVDA

Incredibly grateful to have been able to ask a question to Nvidia CEO Jensen Huang on behalf of the retail investor 🙌

[Palantir @PalantirTech]

Palantir is proud to partner with the Department of Energy to launch the Genesis Mission.

Together, we are ensuring the future of America’s technological dominance.