HABiTS

Investing to Success

[amit @amitisinvesting]

Palantir’s Alex Karp:

“Every single decision we have made was to be fully aligned with our partners. That means that the products have to work. That requires enterprises to actually own what they produce. You can’t be paying someone and then your reward is that they get to replicate your business. It’s absolutely crazy. We think there is an alternative way of doing this that actually creates more value for an enterprise. We think this will be the most important thing in AI, sovereign AI, owning the value that you produce.”

- Institutional Sovereignty In The Age of AI

[Atoms Not Bits @AtomsNotBits]

BREAKING: @PalantirTech is deploying open-weight AI models at the edge using @armada_ai modular data center infrastructure, combining B300 GPU systems, AIP and Apollo to run sovereign AI in austere environments while maintaining control over sensitive data.

[HABiTS @MarkSingh8]

@JensenHuang @nvidia Let's go jensen! 😁

[Election Wizard @ElectionWiz]

🚨 FLORIDA’S ECONOMY IS NOW THE 14TH LARGEST IN THE WORLD.

At $1.8 trillion, the Sunshine State is outperforming entire countries, powered by lower taxes, lighter regulation and free enterprise.

Florida’s model is working.

[Jack Prescott @JackPrescottX]

If the market looked at $PLTR the way the anti-Palantir brigade slop posts make them look…

The company would be valued at $504T already

[The Motley Fool @themotleyfool]

Investing success is mostly about not panicking at the wrong time.

[Mark Kaplan @markkaplan20]

Two diseases are building inside you right now and neither one will send you a symptom.

The first is fatty liver. No pain. No nausea. No warning. It fills with fat silently for years, sometimes decades. 100 million Americans have it. Most have no idea.

The second is cardiovascular disease. Your arteries stiffen. Plaque builds. Endothelial cells are damaged. You feel nothing. Your blood pressure looks normal. Your doctor says “everything looks great.”

Here is the fact that ties them together: people with fatty liver do not primarily die of liver failure. They die of heart attacks. Cardiovascular disease is 8 times more common than liver cancer in NAFLD patients.

Your fatty liver is not a liver problem. It is a signal that the same metabolic dysfunction destroying your liver is simultaneously destroying your arteries.

One engine. Two organs. Zero symptoms.

Until the heart attack that “came out of nowhere.”

It didn’t come out of nowhere. It came from a liver full of fat that nobody looked at and arteries full of plaque that nobody tested for.

Check your ALT tonight. It’s already on your last blood panel. If it’s above 25, your liver is talking to you. A $150 ultrasound will show you the rest.

Frontiers in Endocrinology, 2024.

[Crossroads @Dr_Crossroads]

$PLTR Yesterday, Microsoft CEO Satya Nadella had his, "Karp was right" moment.

Today, it's Chamath.

It wasn't that long ago when Alex Karp was treated as a Pariah, and Palantir was a company that would never be mentioned in these conversations (a glaring omission in the all-in podcast several years ago).

One of the reasons it's easy to hold and slowly add to Palantir at this range is the relentless execution, vision, and excellence of leadership under Alex Karp, @ssankar, and their team.

They don't build products for fantasy worlds that don't exist, but for the real world, driving real results which produce significant outcomes.

Long Palantir.

[Eric Smith @Eric_Smith08]

Amazon Prime costs $139/year.

Most members use 2 features: free shipping and Prime Video.

That's a $139 subscription doing the job of a $5.99 delivery fee.

J.P. Morgan estimates the actual value of Prime benefits at approximately $1,430/year more
than 10x the membership cost. But most of that value sits unclaimed behind tabs, menus,
and pages 200 million members have never opened.

And 4 of those benefits expire monthly. If you don't claim them by the end of the month,
they're gone. Amazon resets the clock. You paid for them. You lost them.

Amazon is counting on you not knowing.

Here are the 12 Prime benefits most members have never activated including the 4 that
vanish every 30 days 🧵

[Massimo @Rainmaker1973]

A new shot literally regrows knee cartilage.

Researchers at Stanford Medicine have identified a novel strategy to regenerate articular cartilage in knees and potentially prevent or treat osteoarthritis (OA).

The method targets 15-hydroxyprostaglandin dehydrogenase (15-PGDH), an age-related enzyme—or "gerozyme"—that accumulates in aging tissues and drives degeneration.

In aged mice, small-molecule inhibitors of 15-PGDH, delivered systemically or via intra-articular injection, promoted cartilage thickening and regeneration of functional hyaline articular cartilage.

This occurred without recruiting stem or progenitor cells; instead, existing chondrocytes underwent transcriptional reprogramming to a youthful state, with reduced populations of inflammatory and hypertrophic/degradative cells and expanded matrix-producing articular chondrocytes.

The inhibitors also reversed natural age-related cartilage thinning, improved joint function, and—when administered after simulated ACL injuries—strongly mitigated post-traumatic OA progression and associated pain.

Human OA cartilage explants from total knee replacements responded similarly in vitro, showing decreased degradation markers and evidence of new articular cartilage formation.

Given that an oral 15-PGDH inhibitor has already completed Phase 1 safety trials for age-related muscle atrophy, the findings open a path toward disease-modifying, regenerative therapies that could delay or obviate the need for joint replacement surgery.

[Agarwal, P., Su, S., Ancel, S., et al. (2025). Inhibition of 15-hydroxy prostaglandin dehydrogenase promotes cartilage regeneration. Science. DOI: 10.1126/science.adx6649]

[Jack Prescott @JackPrescottX]

$PLTR Palantir’s Maven Smart System is the backbone of Western Military power:

“If Nato were to go to war, it would go to war [using] Palantir. It’s that comprehensive intelligence picture of threats to Nato and also the disposition of Nato assets and forces. If you had to start hitting targets, that whole process would be enabled through Palantir," @louismosley tells @thetimes in Ankara

[Matt Van Swol @mattvanswol]

🚨#BREAKING: A German soccer fan who flew to the USA but was fearful about coming because of news about criminals and people being mean...

...breaks down into TEARS, live on air saying he has FALLEN IN LOVE with America after a random man named "Bob" in Boston gave him a ride home after he was stuck at a game with no way back to his hotel

The German soccer fan's name is Sebastian, he said after meeting Bob, he extended his entire trip.

He said leaving America will hurt worse than watching Germany get knocked out of the World Cup.

"I fall in love with America. I'm sorry, it's just so emotional. Americans are not rude... if we are together, we can achieve great things."

THIS IS THE AMERICA I KNOW!!!!!! 🇺🇸🇺🇸🇺🇸

[Jawwwn @jawwwn_]

.@DavidSacks says Palantir CEO Alex Karp is brilliant and completely correct: companies must own their means of production if they don't want to transfer their alpha to OpenAI and Anthropic.

"Enterprises are at risk of transferring their knowledge, their know-how, their trade secrets and their customer data to model providers who might eventually decide to compete with them."

"Enterprises are waking up to this threat, and they're not happy about it. I think Karp is exactly right about that."

"What safety means for an enterprise is—they get to control their own data, their model weights and their compute, so a frontier lab can't hoover up their proprietary knowledge, their alpha, and turn it into their next product."

"Look at what happened to Figma. Anthropic 'blindsided' its then business partner with the launch of Claude Design."

" Anthropic's chief product officer even served on Figma's board and didn't resign until three days before the launch of Claude Design."

"This is not an isolated example."

"Anthropic has also launched Claude Science, Claude Security, Claude Legal, Claude Financial, and of course, Claude Code."

"Every single one of these vertical apps expanded into categories that was previously served by companies building on top of Anthropic's own models."

" They're watching where the value is being created on top of their models, then they're moving in directly."

"The pattern is clear. They are going to use their dominant position in the model to then grab more and more territory in any interesting and lucrative vertical."

" Back to Alex Karp's point: if you're an enterprise customer or a developer, why in the world would you ever want to share any proprietary data with them?"

"You are mortgaging your future. You're sealing your fate. You are going to lead to disaster for your company."

Via @theallinpod @jason @chamath @friedberg

[Fran Walsh @FranWalsh73]

Millions of parents are sitting out Trump Accounts because of one misconception.

"It's only for newborns."

Wrong. Any child under 18 qualifies. Contributions open July 4th. The portal opens July 5th.

Here's everything you need to know before the window opens: ↓

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US M2 money supply surged +$247.8 billion in May, to a record $23.1 trillion.

This marks the largest monthly increase since May 2021.

Year-to-date, M2 has soared +$698.6 billion, the largest January to May increase in 5 years.

Money supply now stands $1.3 trillion above the March 2022 peak.

Since 2000, money in circulation has grown at an average annual rate of +6.3%.

US money creation is accelerating.

[Keith Fitz-Gerald @fitz_keith]

Let me get this straight.

The Magnificent 7 — $MSFT, $NVDA, $GOOG, $AAPL , $META, $TSLA and $AMZN — have shed roughly $2.3 trillion in value this month because investors are suddenly nervous about AI spending.

Yet, they continue to invest in the chip companies from which the Mag7 can’t buy enough schtuff???!!! 🤦‍

The irony is killing me.

The Mag7 are going to collectively spend north of $725 - $750 billion with a “B” on chips, data centers, networking and so on with chips being the biggest line item across all CAPEX categories.

Imagine what happens when those chips are put to use and the revenue that’ll generate.

For example…

If a hyperscaler spends $150B a year and even 20% of that hardware gets monetized at a conservative 3-5X lifetime revenues via cloud rental and AI service fees, that means we’re talking $90-150B in eventual revenue from a single year’s spend not counting the initial revenue that it books on the sale.

We’ve seen this before.

Five times, in fact.

[Jawwwn @jawwwn_]

Nvidia CEO Jensen Huang said Palantir is the “single most important enterprise stack in the world.”

“I was just talking to Alex [Karp] earlier.”

“Palantir is going to integrate Nvidia so that we can process at the speed of light and at extraordinary scale”

[Matt Farley @RealMattMoney]

I put down 10% for my house that I bought in October 2023.

I thought the other $35k would be better fit in the market than as a down payment on a home - even with a 7% interest mortgage.

I was right.

Stop glorifying putting 20% down.

[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.”

[Palantir OG @PalantirOg]

$PLTR Palantir (PLTR) Selected as Data Architecture for US Army’s NGC2 Program 🇺🇸🦾🔮

Published on June 27, 2026
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the best future stocks to buy and hold for 10 years. On June 23, Palantir was selected to serve as the cloud data layer for the US Army’s Next Generation Command and Control (NGC2) program.

By using Palantir Foundry as the foundational data architecture, the Army aims to create a durable, extensible system that supports rapid scaling and seamless interoperability as the project moves from prototyping to full-force delivery.

This initiative integrates commercial technology with government- and industry-developed solutions, including Anduril’s Lattice as the tactical data layer. The program’s design enables a diverse ecosystem of software and applications to function together, allowing the Army to compress the timeline between experimentation and fielding mission-ready capabilities.

Palantir Technologies Inc. (NASDAQ:PLTR) continues to collaborate with the Army and various defense partners to refine these AI-enabled tools based on direct feedback from soldiers. The company’s long-term goal is to provide commanders and units with a modern, data-driven framework that enhances decision-making and operational advantage in complex field environments.

Palantir Technologies Inc. (NASDAQ:PLTR) is a software company that develops and deploys data integration and analytics platforms for government agencies, defense organizations, and enterprise clients. Its notable products include Palantir Gotham, Foundry, and Apollo...
by Maham Fatima
🇺🇸🛡️🪖🦾🔮🦄🌟
https://t.co/XQLw8UZDmy