$PLTR + $RDDT might be two of the cleanest “AI infrastructure + AI data” compounders in the market right now.
One powers governments + enterprises with operational AI.
The other owns one of the largest real-time human conversation datasets on earth.
Both got hit on pullbacks while fundamentals are still exploding. 👀
-20% drawdowns on companies still putting up hypergrowth is exactly the type of setup long-term investors hunt for.
REPOST. BOOKMARK. Subscribe 1$ for more ideas.
$PLTR
$RDDT
• Revenue growth Q: 50%+
• EPS growth Q: 200%+
• Operating income growth: 200%+
• FCF growth: 100%+
• OCF growth: 100%+
• Net income growth: 200%+
• Gross profit growth: 50%+
• Revenue already over 1B
• Gross profit already over 1B
• Multi-billion dollar cash piles
• Net cash balance sheets
These aren’t speculative pre-revenue stories anymore.
These are scaling cash flow machines.
$PLTR — THE AI OPERATING SYSTEM PLAY
Palantir Technologies is becoming deeply embedded across BOTH government and enterprise AI infrastructure.
Q1 2026 numbers were absurd:
• Revenue: $1.63B (+85% YoY)
• US revenue: +104% YoY
• US commercial revenue: +133% YoY
• GAAP net income: $871M
• FCF: $925M
• 53% GAAP net margin
• 57% FCF margin
• Rule of 40 score: 145%
That is elite software economics.
And this is what matters most: growth ACCELERATED at scale.
Most companies slow down after crossing billion-dollar revenue quarters.
Palantir sped up.
The AI Platform (AIP) is driving massive adoption as enterprises rush to operationalize AI instead of just experimenting with chatbots.
Huge momentum areas:
• Defense AI
• Government modernization
• Manufacturing AI
• Supply chain optimization
• Healthcare systems
• Autonomous systems
• Industrial AI agents
Recent catalysts:
• DHS agreements up to $1B
• Navy AI submarine maintenance contract
• USDA modernization deal
• SAP partnership expansion
• Accenture partnership scaling
• Stellantis expansion
• Continued Army Maven/TITAN momentum
And the balance sheet is ridiculous:
~$8B cash + Treasuries with massive profitability.
If AI becomes core infrastructure for governments + Fortune 500 operations, $PLTR could still be very early despite the market cap.
$RDDT — THE HUMAN DATA MOAT
Reddit may quietly own one of the most valuable AI-era datasets on the internet.
Why?
Authentic human conversation.
AI models increasingly need:
• Real discussions
• Product opinions
• Technical troubleshooting
• Niche expertise
• Community sentiment
• Long-form human interaction
That’s literally Reddit’s entire platform.
Q1 2026:
• Revenue: $663M (+69% YoY)
• Ad revenue: +74% YoY
• Net income: $204M
• EBITDA margin: 40%
• Gross margin: 91.5%
• Free cash flow: $311M
• DAUq: 126.8M (+17%)
• WAUq: ~493M (+23%)
The important thing:
Reddit is now proving it can monetize WITHOUT killing engagement.
That was always the bear case.
Now you have:
• AI licensing revenue
• Exploding ad growth
• Search improvements
• International expansion
• Shopify integration
• AI ad optimization
• Huge operating leverage
• $1B buyback authorization
And the OpenAI + Google licensing relationships validate the idea that Reddit’s data has strategic value in the AI race.
The market may still be underestimating how valuable proprietary human data becomes as synthetic AI content floods the internet.
WHY THESE SETUPS MATTER
The market spent years rewarding “AI hype.”
Now the leaders are separating themselves through REAL profitability and REAL cash generation.
$PLTR = AI deployment + enterprise/government operating systems.
$RDDT = AI-era human data + advertising scale.
Both are:
• Scaling rapidly
• Profitable
• Cash rich
• AI leveraged
• Platform businesses
• Network-effect driven
And both already survived the hardest part:
proving the business model works at scale.
Honorable mention $CELH
That’s why these deep pullbacks on high-growth AI leaders get attention.
Early watchlist ideas for tomorrow:
1. $POLA (like this one alot)
2. $ATPC (@TT_stocks_ oil play 👀)
3. $AEHL
4. Oil
5. $JFBR
6. $WAVE $OPTT etc
What are you watching?
PM list coming tomorrow 🙏