insta87

[Seer @seer_xyz]

$PLTR $300-$400 📌

[Trade Whisperer @TradexWhisperer]

$SIVE +2110% since the BLUE candle.

This is what happens when a structural optics thesis meets a confirmed signal. Due diligence finds the name. The BLUE candle times the entry.

300+ charts daily. Try it free: https://t.co/UOnxsgc8Ii

[Serenity @aleabitoreddit]

Did you listen anon?

$SIVE is extremely early.

And we’re about to see a ton of institutional inflow (Blackrock, Vanguard, MSCI, NASDAQ) next week for the first time.

Then, couple that with NASDAQ listing soon, with even more US institutions entering.

This is what it’s like to be in a name like $AXTI or $LITE at the very beginning.

And this is still at a point before major institutional capital hit the float or CPO supercycle has ramped.

[Serenity @aleabitoreddit]

Wow, NASDAQ just added $SIVE to its Stockholm index.

This is est. to be around ~$15-20M worth of passive inflow, with strict ETF-only being around ~$.5M.

We’re able to see a lot of institutional inflow into Sivers, as this is on top of the MSCI index inclusion EOM.

[Emir M | Type-F Capital @em013L]

$PLTR I was wrong about Palantir, and so are you.

Fair value: $268
Think that sounds crazy? Read my latest report and then let me know if you still feel that way.

Link to my research piece on Palantir:
https://t.co/pdyLcLPfMi

[BIGDATA DOCTOR @drmusician1]

$PLTR mega-buy right now!

[BIGDATA DOCTOR @drmusician1]

$PLTR 오랜 시간 팔란티어 bullish 를 주장해온 Keith Fitz-zerald 인터뷰

▶️Keith
"회사는 사실상 전 사업 운영 전반에서 75~100% 성장률을 보여줄 겁니다. 그래서 저는 아직 훨씬 더 올라갈 여지가 있다고 봅니다.
주가가 다시 200달러를 회복하면, 저는 거기서 두 배를 더 봅니다.
500달러짜리 주식이 될 거라고 봐요, 어쩌면 600달러도 가능하고요.”

◀️진행자
“잠깐, 잠깐, 잠깐. 뭐가 그렇게 대단한 건데요?”

▶️Keith
“이 회사는 유일하게, 엄청난 데이터 사일로를 가져와서 — 산업이 무엇이든 상관없이 — 그것들을 통합하고 실시간으로 의사결정을 내릴 수 있는 소프트웨어 회사입니다.
이 회사는 지난 40년 동안 SAP와 Oracle Corporation 같은 오래된 레거시 기업들이 만들어 놓은 전통적인 사일로 시스템 위에 레이어처럼 올라갑니다.”

◀️진행자
“그러니까 단기적으로는 200달러까지 간다고 보는 거군요. 그리고 200달러에 도달하면 500달러까지 더 올라간다고 보는 거고요.
(믿을 수 없다는 듯이) 다시 한번 말해보세요.”

▶️Keith
“음, 다시 말하지만 ... 우선 먼저 200달러를 다시 회복해야 합니다.
지금 시스템 안에 있는 온갖 헛소리와 잡음을 걷어내야 하죠.
사람들이 단기 밸류에이션에 대한 이런 말도 안 되는 집착에서 벗어나기 시작하고, 연 75~100% 성장하는 회사라는 장기 그림에 집중하게 되면, 결국 이익은 그 성장률을 따라오게 되어 있습니다.
우리는 그저 이 단기적인 잡음들을 치워버리기만 하면 됩니다.”

https://t.co/LqBHvjouOs

[insta87 @instabil87]

@cherryPayment Have all 3

[Mike @MikeLongTerm]

BREAKING $PLTR| $136m Purchase 🚀🚀🚀

13F Filing- Agf Management Ltd($60B AUM) bought 990,483 @PalantirTech shares or $136m.
Prior 13F filing revealed only 6,334 shares.

This is a Oh Shit, we gotta own Palantir moment for this fund 😆

[Evan @StockMKTNewz]

Palantir's $PLTR Government contracts over the years

[엔팔좋아 @NPjoa_Hodl]

[ 팔란티어 ] 27년 NGC2 사업에 9억 400만 달러 투입 확정

미 육군 R&D 예산 26년 166억 달러에서 27년 187억 달러로 증가 예정이며 / 안듀릴과 팔란티어가 참여하는 육군 차세대 지휘통제 소프트웨어 NGC2 R&D에 9억 400만 달러가 투입될 예정

[Mr. Jin @jinseongeo83473]

$PLTR
Rule of 40👀
What kind of companies are there?

[Palantir OG @PalantirOg]

$PLTR Partner @Rackspace Rackspace Technology
Q1 2026 Earnings Presentation 👀⬇️

May 7, 2026
...Palantir partnership delivering early results - first joint deal closed, strong pipeline generation and continued expansion of FDE model into EMEA. 🎯

That's right. 🦾🔮🦄🔥
https://t.co/tMN8p8laYV

[Palantir OG @PalantirOg]

$PLTR Bank of America sends clear message on Palantir stock after earnings: Reiterates Buy Rating and $255 Price Target
Palantir’s latest numbers quickly caught Wall Street’s attention

By Moz Farooque
Bank of America wasted little time in making its view on Palantir (PLTR) clear after another Q1 earnings stunner.

The bank maintained its bullish stance on the stock, arguing that Palantir’s AI endeavors are showing up in its sales, margins, contracts, and forward guidance...

On the flipside, the bears worry the stock has already priced in several years of growth.

So far, Bank of America feels the bull case is a lot more compelling.

Consequently, it reiterated its Buy rating and $255 price target on the stock, hailing its Q1 results as a “step-function” print.

Additionally, BofA also bumped its 2026 sales estimate to $7.85 billion from $7.37 billion and lifted its 2026 EPS estimate to $1.47 from $1.30 as the company’s AI tools move toward real-world AI deployment...

Bofa’s primary argument for Palantir’s bull case is that it isn’t selling AI as a loose tool.

Instead it’s selling an AI-powered system helping private enterprises and the government actually utilizes inside complicated operations. 💯

That’s huge because most businesses are now moving past basic access to large language models and toward structured AI deployments, that entail governance, context, and integration.

Those are exactly the things Palantir specializes in with AIP, Foundry, Ontology, and Apollo.

Its government business, particularly Maven, remains the crown jewel, with BofA highlighting 84% growth that underscored a sharp increase in Maven Smart System usage, including future funding tied to Maven and the Joint Fires Network.

On top of that, the commercial side also continues to impress, rising 18% on a sequential basis, supporting the bank’s view that that Palantir’s growth story is just getting started... 🎯

That's right. PTFB.
🏆🛡️🌟🦾🪖🔮💥
https://t.co/ADK77KGpzn

[Palantir OG @PalantirOg]

$PLTR Palantir Joins U.S. Army and Industry Partners for “Right to Integrate” Hackathon Sprint for Defense-wide Interoperability

05 / 06 / 2026
MIAMI--(BUSINESS WIRE)-- Palantir Technologies Inc. (NASDAQ: PLTR) today announced its intention to join the U.S. Army’s “sprint” to conduct a series of Army and Defense Industry-partnered hackathon events to integrate critical military technology systems. Palantir is proud to support the Army’s “Right to Integrate” (R2I) Hackathon and commends the Army’s forward-looking approach to achieving interoperability and information access to enable decision dominance for the Warfighter.

Commercial software standards require open and accessible platforms that can interoperate with commercial products of any configuration and scope. As a result, Palantir is a vanguard in creating open and interoperable capabilities. The same bar must be held for Government software. The R2I Hackathon will ensure offensive and defensive weapon systems and business systems across the Army can collectively integrate, share data, and communicate with one another. Open and interoperable systems are the only suitable means of delivering the best set of solutions for the Warfighter.

We pride ourselves on creating open and accessible software that enables developers of the highest caliber to build in platform at the speed of mission. Today, there are more than 20,000 active developer accounts in deployments of the Palantir Platform across the DoW, including U.S. Army Vantage, U.S. Air Force Envision, and the DoW-wide Maven Smart System. Palantir software is rooted in modular open system architecture (MOSA) standards. Our software leverages common, industry-standard protocols, languages, tools, and frameworks to ensure extensibility and interoperability with other systems. All Palantir application programming interfaces (APIs) are published on our public website. Our software supports developer-friendly software development kits (SDKs) on top of APIs for both pushing and pulling data—Palantir’s Ontology SDK, or OSDK—and for interacting with the Palantir Platform itself—the Platform SDK. The Palantir Platform features 210+ (and counting) out-of-the-box connectors to third-party systems, supports dozens of common protocols for data sharing, and enables data ingest and export via virtually any file type. This foundation ensures the Palantir Platform can establish interoperability with any system, whether that system similarly supports a MOSA-driven API layer for extensibility or if it is a legacy, locked environment.

Palantir continues to innovate and experiment with emergent connection paradigms as both new best-in-breed technologies come online and as a utility to ensure integration with legacy systems. We are proud to partner with the Army and Defense Industry leaders on the R2I Hackathon and look forward to implementing the full breadth of Palantir capabilities to accelerate and scale interoperability across the Army and DoW.
🇺🇸🪖🦾🤖🛡️🌟🔮🦄🔥🔥🔥
https://t.co/3TRTzVAHOo

[God of Neodymium Dr Dave @DavidRi24012971]

$PLTR + $Citi + $Argus + $Rosenblatt Upgrades

What actually happened on the analyst front:
•Argus upgrade Hold → Buy, $190 PT
•Citi PT raise $210 → $225, Buy reiterated
•Rosenblatt PT raise $200 → $225 earlier
•One PT cut (D.A. Davidson)
•Bulge-bracket (MS, GS, JPM, UBS) still silent

“Dr Dave and Claude”

[Jack Prescott @JackPrescottX]

$PLTR WASHINGTON - May 5: Palantir listed among group of companies “sprinting” to conduct a series of combined Army and defense industry partnered hackathon events to integrate critical military technology systems.

“This "Right to Integrate" hackathon, or R2I, is an Army-Industry partnered sprint that will ensure offensive and defensive weapon systems, and business systems across the Army, can collectively integrate, share data and communicate with each other.”

“Historically, the U.S. Army has paid defense companies for exquisite war-fighting systems, with a siloed approach to procurement and program management both inside the government and within the defense sector itself. Unfortunately, these rarely communicated with each other and required additional costs, time, and field service engineers to manually integrate the information or systems. These manual integrations were often bespoke and frequently failed. This time-consuming and expensive process is no longer sufficient for the Information Age.”

During the sprint, the companies will sign a statement of support for the Army’s integration efforts, for both current systems and future systems still in development. The statement highlights that the hackathon sprint will be carried out at no cost to the Army.

[𝕂𝕆𝕁𝕀🇺🇸決算と経済指標💎新NISA完全対応🏄🌊 @koziii]

市場が一瞬だけ困った顔をした。

PalantirのFY26 Q1決算は、数字だけ見れば文句をつける場所を探すほうがむずかしい。売上は前年同期比85%増。米国売上は104%増。米国商業は133%増。Rule of 40は145%。調整後営業利益率は60%。調整後FCFマージンは57%。

それなのに時間外では下げた。

この手の決算で株価が下がると、いつもの反射が出る。「織り込み済みだった」「期待が高すぎた」「ガイダンスが足りない」。たしかに、それもある。だが今回のコールを読むと、もっと変なものが残る。

数字が良すぎるのに、経営陣の話は「売上が伸びました」では終わっていない。

むしろ、Alex Karpはずっと別の話をしている。AIブームの話ではない。ソフトウェア市場の話でもない。彼が話していたのは、「本当に動くもの」と「動いているように見えるもの」の差だ。

ここに、今回の決算の変な熱がある。

まるで『マッドマックス 怒りのデス・ロード』で、砂嵐の中を巨大トラックが突っ込んでいく場面みたいだった。周囲は派手な爆発と叫び声だらけ。でも、最後に残る問いはひとつだ。

あの車は、本当に走っているのか。

Palantirは今回、その問いに数字で返した。

1️⃣CFOの数字は、もはや成長株の決算ではない

先にDave Glazer CFOの発言から見たい。

彼のパートは、熱狂ではなく帳簿の話だ。だが今回は、その帳簿がやたら雄弁だった。

Q1売上は16.33億ドル。前年同期比85%増、前四半期比16%増。Glazerはこれを「公開会社として過去最高のYoY成長率」「Q1として過去最高の四半期成長」と説明した。

ここで引っかかるのは、ただの高成長ではない点だ。

売上成長率が11四半期連続で加速している。普通、会社が大きくなるほど伸び率は落ちる。SaaS企業の多くは、一定規模を超えると成長率と利益率の綱引きに入る。片方を伸ばすと片方が痛む。

Palantirは今回、そこをかなり乱暴に壊してきた。

売上成長85%。調整後営業利益率60%。Rule of 40は145%。

Rule of 40は本来、成長率と利益率のバランスを見るためのざっくりした物差しだ。40を超えれば優秀という世界だった。その物差しで145を出すと、もはや測定器のほうが不安になる。

体温計で43度が出たとき、人間より先に体温計を疑う、あの感じだ。

ただし、Glazerの話には冷たい部分もある。調整後の話だけではない。GAAP営業利益は7.54億ドル、営業利益率46%。GAAP純利益は8.71億ドル、純利益率53%。営業キャッシュフローは8.99億ドル、調整後FCFは9.25億ドル。

Karpがあとで言った「今四半期のFCFは、前年同期の売上より大きい」という発言は、誇張ではなく、ほぼそのままの意味だ。前年同期売上は8.84億ドル。今回の調整後FCFは9.25億ドル。

ここで、最初の違和感に戻る。

「高成長なのに高収益」ではない。「高成長だから高収益になっている」可能性がある。

それが今回のCFOパートの芯だ。

※続きはコメント欄のnoteを読んでください↓↓

[insta87 @instabil87]

@fernandowavesfx EIA forecast 2.1M and if it goest 6 , what then ?

[Eric Daugherty @EricLDaugh]

🚨 JUST IN: President Trump goes full PRAISE MODE on Palantir for helping America decimate Iran

"Palantir Technologies (PLTR) has proven to have great war fighting capabilities and equipment. Just ask our enemies!!! President DJT"