Joe

Retired November 2020. Married to Melanie, two sons (Joseph & Michael). Two beautiful grandchildren (Willow & Rhodes).

[Mor Edge Insight @MorEdge_Insight]

Well for one thing, the Iranians are already recruiting for Hezbollah on the streets of Tehran. They’re already “cashing the check” before it’s even paid.

Too many people are so focused on nuclear that they miss that the regime can do more damage with proxies and missiles. There is absolutely no benefit to this “deal”, and to see both Trump and JD publicly lie about Israel, and the IDF who have sacrificed so much, is simply indefensible. To see so few even mentioning it because they don’t want to seem against Trump is equally so.

Trump made a huge mistake and there should be nothing wrong or untoward about saying so.

[Palantir OG @PalantirOg]

$PLTR Dr. Karp crushed it. 🎙️🔮🔥

[Saumil Shah @bazzmatazz42]

$PLTR

Here's John Couris - CEO of Tampa General Hospital (@TGHCares) at @ARKInvest's Big Ideas Summit explaining how Palantir is changing their DNA.

"Alex & the team said: give us one of your biggest & thorniest problems - we'll do it for nothing.......and if we fix it, & fix it correctly: we want a bigger relationship with you.

Well they did just that!! They fixed it, They did it correctly, They did it in a sustainable way, & they did it fast - which is key.
I mean really fast. What would've taken us about a year or two to do, they did it in a couple of months.

I was stunned by it!!

Because they didn't jeopardize quality for speed. They had it figured out!!"

"Palantir is changing our DNA" 🔥🔥🔥

Palantir is unleashing the American Renaissance 2.0.
You just don't know it yet.

AiOS🤖♾️
Softw(ai)re [That Dominates]

#Palantir #AI

[Vaibhav Sisinty @VaibhavSisinty]

Okay this is genuinely insane.

SpaceX just unveiled a satellite whose only job is to run AI. Not internet. Not GPS. Just compute, floating in orbit.

It's called AI1, and the reason behind it breaks your brain.

AI data centers on Earth are hitting a wall, not a chip wall, a physics wall.

They need staggering amounts of power and water just to stay cool, and we're running out of grid and land to build them.

So Musk's answer is: stop building them on Earth.

In orbit, the sun never sets. Free power, 24/7. No water for cooling, you just radiate heat into the vacuum of space. The two things choking AI on the ground barely exist up there.

And here's the wild part: Musk says it's easier to build than a Starlink satellite. Strip out the complex antennas and it's "a lot of solar cells, a radiator, and some laser links."

One AI1 carries the compute of an Nvidia GB300 rack, the same hardware data centers fight over down here.

AI1 is just the first one. The plan is a constellation of up to a million of them.

And the timing isn't an accident, SpaceX goes public this week at a ~$1.75 trillion target. This isn't a rocket company anymore. It's positioning itself as the power grid for AI, in space.

The race for AI compute just left the planet. Literally.

@SpaceX

[Joe @amodeojoe]

@thecoldplunge do you know of a legitimate doctor who can write me a prescription for a sauna? The reason is I'd like to use my HSA money to purchase.

[Evan @StockMKTNewz]

Nvidia $NVDA CEO Jensen Huang just said that Nvidia and Microsoft have spent the last 3 years to reinvent the PC

[NoLimit @NoLimitGains]

Jensen Huang, CEO of $NVDA, just highlighted $NOW, $CRWD, and $PLTR.

He said AI agents will not disrupt these markets. They will create the biggest opportunity these companies have ever seen.

[ₕₐₘₚₜₒₙ @hamptonism]

This is the video you watch before realizing Palantir is a $400 stock.

[Joe @amodeojoe]

@DivesTech @CNBCMorningCall @MorganLBrennan Have you ever zoomed in on my profile picture and see what I'm reading? $PLTR 💪

[Joe @amodeojoe]

@DivesTech @CNBCMorningCall @MorganLBrennan I know it sounds cliche, but space really is the final frontier and there's so much to look forward to! Looking forward to listening to you today. Have a great day, Dan "the Man"!

[BIGDATA DOCTOR @drmusician1]

팔란티어 투자자라면 무조건 오프라인 행사에 와봐야 한다.

굿즈보다 훨씬 더 소중한 가치있는 것을 얻어갈 것이다.

이런 SW기업은 본 적이 없다.

[Joe @amodeojoe]

$PLTR https://t.co/LFSXeGZZTc

[Joe @amodeojoe]

@CoinvoTrading I hope you are right

[Nic Cruz Patane @niccruzpatane]

SpaceX confirmed in their IPO filing that they still plan to offer point-to-point terrestrial travel on Earth using Starship

It will enable passengers to fly anywhere in the world in about 30 minutes or less on Starship.

• Los Angeles to New York: 5h 25m → 25 min
• Bangkok to Dubai: 6h 25m → 27 min
• Tokyo to Singapore: 7h 10m → 28 min
• London to New York: 7h 55m → 29 min
• New York to Paris: 7h 20m → 30 min
• Sydney to Singapore: 8h 20m → 31 min

Get ready, the future is wild.

[Mike @MikeLongTerm]

BREAKING $PLTR $225 PT| BUY Rating 🚀🚀🚀
$1 Trillion Market Cap Target 🚨🚨🚨

Rosenblatt's analyst John McPeake Reiterated BUY Rating on @PalantirTech and maintained $225 Price Target.

We visited with the Palantir CFO David Glazer, Chief Architect Akshay Krishnaswamy, and Head of Strategic Initiatives Cary Li at their New York offices yesterday afternoon and held a call with a key Palantir implementation partner FoxTrot today. The two events combine to give us increased conviction in both our recently raised $225 target and our long term view that PLTR can join the $1T+ market cap club over a five-year period ($415 target).

The AIP/Foundry offering is an arbiter and optimizer of multiple LLMs and MLs, and we see the likelihood of a working AIP/Ontology/Foundry alternative being assembled from piece parts or a future AI-conjured solution as unlikely over the investable time horizon. The call with Chris Willis of FoxTrot today suggests that business momentum for Palantir remains strong, with their business set to at least triple this year. With PLTR now down 24% YTD vs. the IGV down 13% and the NTM PE on the name down to ~1x their growth rate (80x), we are reiterating our Buy on PLTR and $225 price target."

[Sawyer Merritt @SawyerMerritt]

Great news, retail investors will officially be offered @SpaceX IPO shares!

SpaceX shares will be offered to retail investors through the brokerages of Charles Schwab, Fidelity, Robinhood, SoFi and E*Trade.

"Any purchase of our Class A common stock in this offering through these platforms will be at the same IPO price, and at the same time, as any other purchases in this offering, including purchases by institutions and other large investors." - SpaceX

[Warren Redlich - Chasing Dreams 🇺🇸 @WR4NYGov]

Ron Baron on CNBC:

1. Starlink will be worth up to $14T
2. SpaceX will be worth $10T - $30T or more
3. $1B IPO order
4. Would NOT bet on SpaceX-Tesla merger
5. Terafab saves big margins, 50X chips needed
6. Never bet against a guy with superpowers who will never give up

[God of Neodymium Dr Dave @DavidRi24012971]

$PLTR Partnerships Wins in Korea! 🚨

This is a big deal for $PLTR.
Korean construction powerhouse DL E&C just made headlines with an aggressive winning bid on Seoul’s ultra-luxury Apgujeong 5 District redevelopment project:
→ They proposed shortening the entire construction timeline by 10 months
→ Saving residents roughly 100 million KRW (~$72,000 USD) per household
→ Total project delivery in just 57 months
Why could they do this when traditional competitors (relying on decades of “experience”) couldn’t match it?
Palantir.
DL E&C has been partnering with Palantir since around 2022 — the first major Korean builder to fully deploy their data/ontology + AIP platform. They built a complete “foundry” that integrates decades of project data for planning, design, scheduling, risk management, costing, and real-time scenario modeling.
A direct competitor in the industry just publicly admitted they lost a major bid to DL because of this “insane data advantage.” No more guessing — it’s now precision execution.
This isn’t hype. DL presented their AI-powered construction flywheel at Palantir’s APAC Summit. They’re already applying it on high-profile projects like Apgujeong and Mokdong, delivering faster, cheaper, and lower-risk outcomes in one of the world’s most demanding real estate markets.
Construction is a massive, fragmented, multi-trillion-dollar industry ripe for disruption. Palantir is quietly proving it can deliver measurable, on-the-ground results — not just dashboards.
This type of compounding, real-world adoption is exactly what scales globally across heavy industries.
$PLTR bulls, pay attention. The quiet wins are stacking up.
What sector gets disrupted next?
#Palantir #ConstructionTech #AIP #AI

“Dr Dave and Grok”

[Joe @amodeojoe]

@alc2022 What will get this moving up in price? We know sales ,growth and execution aren't an issue; so what's up?

[Joe @amodeojoe]

@DivesTech nice synopsis