Michael Berkens

Domain investor, Crypto since 2014, Dog Lover, Blog @thedomains GoGators

[Michael Berkens @Berkens]

@BobPickard Stock is up over $10 after the interview

[Palantir OG @PalantirOg]

$PLTR Why Palantir Stock Is Rising in Pre-Market Today 📈👀
Mariana Perez Mora, a five-star analyst at TipRanks, maintained a Buy rating and a $255 price target on Palantir. She believes the company is well positioned to benefit as governments and businesses increase spending on AI, with its defense software and commercial AI platform supporting long-term growth.

July 1, 2026
Palantir stock rose over 2% in Wednesday’s pre-market trading
Bank of America reiterated its Buy rating, saying Palantir’s AI and defense businesses support long-term growth.
President Trump’s latest financial disclosure showed he owns at least $1 million worth of Palantir shares.

Palantir Technologies rose over 2% in pre-market trading on Wednesday as investors reacted to two new developments: President Donald Trump’s latest financial disclosure revealed that he owns at least $1 million worth of Palantir shares. At the same time, Bank of America analyst Mariana Perez Mora reiterated her Buy rating on the AI software company, reinforcing the bullish long-term outlook.

Trump Filing and BofA Keep Palantir in Focus

Trump’s 2025 financial disclosure showed that his investment portfolio includes at least $1 million in Palantir stock, along with multimillion-dollar stakes in Apple $AAPL and Nvidia $NVDA. The filing added to investor interest in one of Wall Street’s most closely watched AI companies.

Adding to the positive sentiment, Mariana Perez Mora, a five-star analyst at TipRanks, maintained a Buy rating and a $255 price target on Palantir. She believes the company is well positioned to benefit as governments and businesses increase spending on AI, with its defense software and commercial AI platform supporting long-term growth.

Bank of America also pointed to Palantir’s Artificial Intelligence Platform (AIP) as another growth driver. The firm expects wider adoption of AIP as more companies use AI to improve day-to-day operations.

Valuation Concerns Haven’t Changed the Business

Palantir shares have fallen about 34% this year as investors pulled back from richly valued AI stocks. Concerns over some U.K. government contracts have also weighed on sentiment.

However, the company’s business remains strong. Palantir continues to deliver solid revenue growth, remains highly profitable, and generates strong free cash flow. Those strengths are one reason Bank of America continues to see long-term upside despite the recent pullback.

Is PLTR Stock a Buy?

According to TipRanks, PLTR stock has a Moderate Buy consensus rating based on 13 Buy, five Hold, and two Sell ratings. The average Palantir price target of $181 implies about 55% upside from current levels.
By Shalu SarafJul
https://t.co/UGmpDvQIZU

[Palantir @PalantirTech]

Our thoughts on the importance of AI sovereignty.

1. Your AI sovereignty dictates your institution’s future. Sovereignty is the precondition for choice. Relinquishing sovereignty transfers the future choices of your institution to others, who are likely to exploit it for their gain and your loss.

2. Data retention is your treasure. Transfer it at your own peril. Your ability to win is dictated by your ability to recognize and use your unique edges, and you keep winning by compounding the underlying data to generate new insights. Transferring that data hands over access to your pre-existing winning plays and yields the means of production for new ones.

3. Tokenmaxxing hijacks your value orientation and decreases your institutional fortitude and intelligence. The pursuit of high token usage incentivizes disposable scripts over robust software — with the addictive feeling of false progress. There is a reason why those selling tokens refuse to charge based on value.

4. Controlling your weights is controlling your fate. Weights are the distilled form of hard-won, accumulated institutional knowledge. If you let others control your weights, you are allowing them to migrate the alpha of your business to theirs.

5. There is no contradiction between sovereignty and alpha. The architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha.

6. Politicizing the technical issues involving sovereignty is what your adversary wants. Techno-politicization is the wellspring of false sovereignty. Techno-politicization drives decisions that seem to reduce dependency, but ultimately limit agency — especially on the battlefield in the West.

7. Real expertise is existential. Allowing politics or favoritism to determine your technical decisions rewards whoever is best at politics, not whoever is right. Listen to those closest to the problems, not those speaking most compellingly about them.

8. Learn from institutions that are winning or that have consistently delivered. Institutions facing existential threats do not have the luxury of making technical decisions based on political preferences.

9. Only listen to institutions, countries, and people who have a proven record of being right. A track record of correctness is the best and only signal for future correctness. Judging something as right or wrong based on who you like is exceedingly misguided.

[RedWave Press @RedWavePress]

TERRIFYING: Fox News’ Will Cain: “In 2023, 320K babies—that’s 9% of all U.S. births—were born to mothers that were born here illegally or on temporary visas. And that number grew during the Biden administration. The U.S. remains one of the few countries in the world that grants unrestricted birthright citizenship.”

Virtually every other country IN THE WORLD does not ALLOW unrestricted birthright citizenship.

[NVIDIA @nvidia]

We're working with @PalantirTech to bring NVIDIA Nemotron open models into secure, air-gapped environments for U.S. government agencies and critical infrastructure operators.

The new engine lets teams train on their own data, run models on their own infrastructure and retain full model ownership.

[Mike Mann @mikemanndotcom]

Sold https://t.co/2w4lGCRs3w $36,000. LTO

[Michael Berkens @Berkens]

@GuntherEagleman Horrible pick

[Scott Jennings @ScottJenningsKY]

Funny, I was told repeatedly on live TV that the Supreme Court is a wholly owned Trump subsidiary and, therefore, it must be expanded immediately by somewhere between 4 and 4,000 new lib justices.

[Polymarket @Polymarket]

JUST IN: Ford rehires more than 300 veteran human engineers after it says AI failed to deliver the same level of expertise.

[Kalshi Crypto @Kalshi_Crypto]

JUST IN: Michael Saylor's 'Strategy' has approved selling $1.25B worth of Bitcoin

[Watcher.Guru @WatcherGuru]

JUST IN: Michael Saylor's 'Strategy' launches a Bitcoin Monetization Program that allows the company to sell $BTC to fund operations.

[amit @amitisinvesting]

BREAKING: Palantir $PLTR and Nvidia $NVDA expand their partnership to deliver sovereign AI for the US government and critical infrastructure agencies.

- The Partnership enables agencies to deploy, customize, and post-train NVIDIA Nemotron models on proprietary data.

- Combines NVIDIA AI infrastructure with Palantir platforms for sovereign, mission-critical AI.

- Gives customers control over data, IP, model weights, auditability, authorization, and post-training.

Once again, no matter what the model is…Palantir provides the infrastructure that makes any model operational to enable transformation within an enterprise.

Alex Karp: “Combining Palantir infrastructure with NVIDIA’s AI and Nemotron models will allow the U.S. government to unleash the full power of LLMs while removing the underlying security risks and rational concerns around proprietary insights migrating into the weights of closed models. Moreover, many of our US clients are already using these models, including multiple supporting critical US infrastructure — both private and public — and this will facilitate their radical expansion.”

Jensen Huang: “Open source AI is foundational to national security, public safety and U.S. technology leadership. Palantir’s Nemotron-powered intelligent engine shows how open models can strengthen America’s leadership in AI — giving U.S. government agencies a secure, customizable and fully controlled foundation to build mission-critical AI systems in support of national security.”

[Buzz Patterson @BuzzPatterson]

Dear Iran,

This is your captain of your World Cup Soccer Team:

“This is a disaster World Cup. We can’t stay in the country and have to travel every time we play without any recovery. Now we can’t stay in Seattle and have to return to Tijuana. This is not fair.”

Fair? Let’s talk about “fair.”

You shouldn’t even be here. Your nation just murdered 40,000 of its own people. Fair?

43 years ago, your country murdered 220 US Marines that were based in Beirut on a peacekeeping mission. Fair?

You oppress your citizens, particularly female and guy, and you “disappear” anybody who speaks out against your government. Fair?

No, WE’RE going to tell you what’s fair.

Your crappy soccer team was eliminated from the tournament and your country will be next, if you continue down this path. Our fairness will be delivered directly to your doorstep courtesy of the Red, White, & Blue. And you won’t like it.

Hugs and Puppy Kisses,
America 🇺🇸

Fair enough?

[Mike Bales 🫡🇺🇸 @MikeBales]

Why must air traffic controllers retire at 56, FBI agents at 57, and pilots at 65—yet politicians can keep making decisions for future generations until 90?

[Leonid-Costin Kațer @katerleonid]

https://t.co/mnQfA3jmN4 is coming soon.

The owner?

The former owner of ai(.)com.

[Michael Berkens @Berkens]

@fitz_keith @CapexAndChill Karp said this 2 weeks ago when the stock was at $150

[Michael Berkens @Berkens]

@mikemanndotcom He closed out his short in PLTR yesterday