mike becker

Owner of Camp Canine NYC/Retweets about PLTR, NBIS, ONDS, ABCL

[Wall St Engine @wallstengine]

NVIDIA CFO SAYS GROQ 3 LPX WILL SHIP IN VOLUME LATER THIS QUARTER TO EARLY ADOPTERS, WITH $NBIS FIRST

[mike becker @MikeBecker24]

@Courage_wins That’s how we all feel with ONDS 😬

[Palantir OG @PalantirOg]

$PLTR Truist reiterates Palantir stock Buy rating on FDE talent advantage 🔮🦄🌟
Truist Securities reiterated a Buy rating and $223.00 price target on Palantir Technologies stock joining 22 analysts who have recently revised their earnings upwards for the upcoming period...

08/25/2026
The firm hosted JC Christian, president of an AI-focused recruiting firm, for an investor call to discuss the scarcity of elite forward deployed engineers compared to data centers or chips.

Christian’s firm conducted a 6-month study spanning 250+ C-suite interviews and analysis of 300+ AI professionals and forward deployed engineers. Truist views Palantir as structurally advantaged, having pioneered the forward deployed engineer model and having trained approximately 80% of all elite forward deployed engineers. This competitive moat has helped drive an impressive 84.8% gross profit margin...

The call discussed drivers of forward deployed engineer demand, Palantir’s positioning, and implications for AI labs as Anthropic, OpenAI and hyperscalers attempt to replicate the forward deployed engineer approach.

Christian expressed a positive view on Palantir, described Anthropic and OpenAI as talented but still early, and had a bleaker outlook for IT Services.

In other recent news, Palantir Technologies reported strong second-quarter 2026 results, surpassing FactSet consensus estimates. The company’s revenue was 6.8% above expectations, with operating income and margins exceeding estimates by 10.5%, and free cash flow and margins coming in 9% higher than anticipated.

Following these results, UBS raised its price target for Palantir to $220, citing accelerated revenue growth of 93% and an increase in 2026 revenue growth guidance to 82%. Truist Securities also raised its price target to $223, highlighting sovereign AI demand as a significant growth driver. Phillip Securities increased its price target to $215, attributing the raise to stronger-than-expected second-quarter results and increased fiscal 2026 revenue and net income forecasts by 6%. Benchmark maintained a Hold rating, acknowledging the company’s improved Rule of 155 score, which rose from 127 to 155. Piper Sandler reiterated an Overweight rating with a $230 price target, noting that U.S. Commercial revenue growth reaccelerated to 149% year-over-year.

These developments reflect a positive outlook from multiple analyst firms on Palantir’s performance and growth potential.
📈🔮🐂🔥
https://t.co/zHrcjxPhwx

[mike becker @MikeBecker24]

@iamtomnash Wouldn’t this benefit a NBIS as well Tom?

[mike becker @MikeBecker24]

@Funmentalist Their stake could hit 10 Billion by the time Clickhouse goes public.

[Mark Hogan @MB_Hogan]

$NBIS : Goldman Sachs Reaffirms BUY RATING for Nebius, RAISES PRICE TARGET to $328 a share 🔥

In a report released yesterday, analyst Alexander Duval of Goldman Sachs reiterated a Buy rating on Nebius Group, with a price target of $328.00

https://t.co/ryKlzNySyk

[Hardik Shah @AIStockSavvy]

$NBIS | Goldman Sachs 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗡𝗲𝗯𝗶𝘂𝘀 𝗚𝗿𝗼𝘂𝗽, raises PT to $𝟯𝟮𝟴 from $𝟮𝟴𝟲

[mike becker @MikeBecker24]

@JackPrescottX These are not small buys

[mike becker @MikeBecker24]

@MB_Hogan You love seeing this oversubscribed. They are sitting on 15 Billion now!

[mike becker @MikeBecker24]

@longinvest32 We also locked in a ton in the US before this garbage started.

[M. V. Cunha @mvcinvesting]

NVIDIA today announced that Groq 3 LPX, its interactive AI inference accelerator, is now in full production.

$NBIS was named as the first AI cloud to adopt.

Groq 3 LPX extends NVIDIA's Vera Rubin platform and is built for ultrafast token generation, targeting agentic AI workloads where latency matters.

In Artificial Analysis benchmarking, it reached a record 3,400 output tokens per second running Gemma 4 31B with a 100K-token context, while NVIDIA says it can deliver 4x faster responsiveness for agents and latency-sensitive workloads vs. the nearest alternative platform.

Nebius plans to bring Groq 3 LPX to Nebius Token Factory, giving developers access to the accelerator through its production inference platform and existing API.

[mike becker @MikeBecker24]

@BernieSanders Funny I don’t know one person that was polled. Moronic idea..

[mike becker @MikeBecker24]

@Polymarket It’s scary how ignorant the general population is.

[Blake Burge @blakeaburge]

Major cheat code for life: Learn to delay your reaction. Anger, fear, and impulse will try to make you move fast. There's power in pausing. In the pause, you see clearly, you respond wisely, and you avoid decisions you’ll regret. Slow down to speed up.

[mike becker @MikeBecker24]

@AlexfromBabylon This is why I chose Nbis. It’s not even close from a shareholder value standpoint. It’s also hard to compare mgt teams at this point.

[mike becker @MikeBecker24]

@LeifInvests CoreWeave debt is the problem here. It’s not close

[mike becker @MikeBecker24]

@JackPrescottX This would significantly de risk the investment if it continues on this path.

[mike becker @MikeBecker24]

@StockSavvyShay Who cares!