I think it’s time to revisit the accredited investor laws in the US.
Companies are staying private longer, where only accredited investors (aka rich people!) can invest. Retail investors can only come in after IPO, when much of the upside has already been captured.
These rules were created with the best of intentions, to protect regular people from scams - a noble idea. Unfortunately, in practice they've often made it illegal to get richer, unless you're already rich. A regressive tax!
We have to judge policies based on their outcomes, not on their intentions.
These are two possible routes I see:
1) Replace the rule with something merit-based, like a financial literacy test. Pass it and you're accredited. Having a qualification based on competency rather than your bank balance or income seems far more fair.
2) Remove the rule entirely. Let consenting adults assess their own risk. Disclosure requirements stay and fraud enforcement stays to punish bad actors.
President Trump has only ever exclusively mentioned one stock by its ticker…
That happens to be $PLTR.
With Palantir breaking out of its 10 month bull flag the next move can be explosive.
$PLTR will be $250-$300 by year end.
Mark my words…
⚡️Palantir is becoming part of the command spine of the American empire.
That is the real signal.
Once a military makes one software layer core, the company stops being a normal vendor. It becomes part of the state’s cognitive architecture. Data flows through it. Targets get prioritized through it. Logistics get routed through it. Risk gets interpreted through it. Decisions get accelerated through it. At that point, power is no longer just planes, ships, missiles, and soldiers. Power is the software layer telling all of those things what matters, what is urgent, and what happens next.
Modern war is becoming a speed contest in perception, synthesis, and command. Whoever fuses the field fastest wins. That is exactly what Palantir was built to do. It turns scattered data into decision advantage. That makes it a natural fit for the military state. It also makes it far more important than a normal contractor.
The deeper truth is darker. This is Silicon Valley abstraction being fused directly into hard state violence. Analytics, ontology, workflow, all of it is being welded into the war machine. Once that happens, the company controlling the layer does not just serve power. It starts shaping how power sees.
That is the real edge.
The ability to organize reality for the institution holding the guns.
This was always where things were going. The Pentagon was always going to move toward whoever could turn data chaos into operational coherence. The future battlefield is too dense, too fast, too sensor-saturated, and too multi-domain for old command structures to handle cleanly. A software layer had to become the nervous system. Palantir was built for that moment.
The public language is efficiency.
The real language is dependency.
Once a system becomes core, replacement gets harder, habits form around it, doctrine bends toward it, and the company moves from useful to embedded. That is where the real moat comes from. Not one contract. Becoming too entangled with the state’s cognition to unwind cleanly.
And yes, the civil-liberties fear is real. Any software stack powerful enough to map battlefields, detect patterns, integrate identities, and accelerate targeting can also be turned inward. The same architecture that gives a state total awareness abroad can be repurposed for total awareness at home. People like to pretend those worlds stay separate. History says otherwise. Capability pushes past its original boundaries.
So the real view is simple.
This is a sign that AI is becoming the operating system of state power.
Palantir is positioning itself as the cognition layer of the American security apparatus.
Once a company gets that close to the state’s nervous system, it stops being just a company.
$PLTR - How did Michael Burry pick the one stock that's been up only since he told everyone to short it. This tweet got me blocked by him which is hilarious (not before he shilled his substack link).