Stephen J. Wampler

Climbed El Capitan with severe Cerebral Palsy. Wampler's Ascent #movie now on @primevideo

[Etienne Breton @etienne_breton]

$PLTR

Growth and profitability: delivered.

The $1T path is real.

💥💥🚀

[Mike @MikeLongTerm]

BREAKING $PLTR @PalantirTech Dr. Karp Brandnew Interview on CNBC 🚀🚀🚀

Software companies are trying too hard to copy Palantir (FDEs) but failed to beat Rule of 40 at ATH 145%!

"Do you understanding AI?" - Alex Karp

Bullish on @elonmusk running @SpaceX Space Business.

No idea abt other Space companies.

Source & Credit: CNBC
No Copy Right, just sharing for Palantir community

[Evan @StockMKTNewz]

Palantir $PLTR just announced a multi-tiered partnership with Google Cloud $GOOGL enabling

"integrations across Google Cloud platforms and making Palantir available on Google Cloud Marketplace."

[ₕₐₘₚₜₒₙ @hamptonism]

Palantir is going to $400.

[Tom Nash @iamtomnash]

Buy good companies
Do nothing

[Garcia @GarciaCap]

Why I wont sell $PLTR in four photos:

[Palantir OG @PalantirOg]

$PLTR Has “many multiples” left to go. @MikeLeeStrategy
That’s right. 📈🐂🦾🔮🔥 https://t.co/3ciLLymMe6

[Coinvo Trading @CoinvoTrading]

🇺🇸 WHY IS NOBODY TALKING ABOUT PALANTIR RIGHT NOW.

$PLTR is forming perhaps the most textbook bull flag I have personally ever seen.

Historically, these bull flags front-run the craziest expansions.

What comes next is another strong uptrend.

Stay ready guys.

[Stephen J. Wampler @stephenjwampler]

https://t.co/aBjwNPRyUl

[Mike @MikeLongTerm]

BREAKING @PalantirTech| $205 PT 🚀

@MorganStanley stated that $PLTR has the potential for growth acceleration and upward revision of full-year guidance ahead of the software sector's quarterly earnings releases. The firm noted that despite significant underperformance in these companies' stock prices, demand conditions remain healthy.

The bank’s analysts, led by Sanjit Singh, stated that over the past month, infrastructure software stocks (excluding next-generation cloud service providers) fell approximately 15%, underperforming $iShares Expanded Tech-Software Sector ETF (https://t.co/Xnxa3Wndoi)$ (-13%) and $Nasdaq Composite Index (.IXIC.US)$ (+1%), primarily due to renewed concerns about competition from AI-native firms.

"Nevertheless, our intra-quarter industry exchanges indicate a favorable demand environment in the first quarter, with cautious optimism for 2026. This reflects robust public cloud spending, sustained resilience in cloud migration, a significant increase in new software development initiatives related to AI, and a trend where enterprises are more inclined to concentrate expenditures on platform-type suppliers rather than niche point solution providers," said Singh and his team.

"From the supplier perspective, among companies releasing earnings reports in the coming weeks, our channel checks for Datadog indicate the strongest fundamentals, followed by Palantir and JFrog. Feedback on Dynatrace was also positive, while results for Appian and Atlassian were mixed. Our optimistic assessment following discussions with partners is supported by the latest CIO survey, which shows expectations for software budget growth in 2026 improving from 3.7% last quarter to 4.1%." Singh and his team commented.

Morgan Stanley has assigned the stock a "Neutral" rating with a price target of $205.

Singh and his team stated that Palantir is entering the first quarter in a solid position, supported by strong fundamental momentum, positive channel feedback, and the potential for upward earnings revisions, contrasting with more cautious positioning following the recent pullback.

"The fundamentals remain exceptionally strong, with accelerating growth led by the U.S. market, expanding adoption among large customers, and industry-leading margins, making the path to achieving the $10 billion revenue target increasingly credible," the analysts added.

[Palantir OG @PalantirOg]

$PLTR ‘It’s Dramatically Incorrect,’ Says Daniel Ives About Palantir Stock
“We acknowledge the growth from Anthropic is unprecedented, but we believe the take that Anthropic is eating PLTR’s lunch is the wrong take and a fictional narrative (in our view) as Palantir is at the epicenter of leaders in the AI Revolution while its AIP product moat remains unmatched in our view,” the analyst said. “The data-driven moat by Palantir is around the data and its ontology…this is NOT being disrupted by Claude… if anything it’s accelerated on the enterprise.” 🎯

4/12/2026
Palantir (NASDAQ:PLTR) has been one of the clearest winners of the AI boom, translating real-world demand into strong business momentum and a sharp run-up in its share price. That backdrop, however, is starting to shift. In recent months, the stock has pulled back 38% from last November’s highs, as investors wrestle with its elevated valuation and growing concerns that rapid AI advancements could begin to disrupt parts of the broader software landscape.

The selloff accelerated last week, with shares shedding 12%, pressured by Anthropic’s release of Claude Managed Agents, a product aimed at simplifying the creation and deployment of production-ready AI agents, including advanced multi-agent orchestration. At the same time, ‘Big Short’ investor Michael Burry raised concerns that Anthropic’s ARR (Annual Recurring Revenue) is growing faster than Palantir’s.

So, how much is this a threat to Palantir’s business?

Wedbush analyst Daniel Ives acknowledges that Anthropic’s growth has been very impressive. The company is scaling rapidly, reaching $30 billion in ARR, up from $9 billion at the beginning of the year. However, Ives believes this growth is not coming at the expense of Palantir’s business, which continues to show strong momentum across both segments, with its U.S. commercial business growing 137% year over year and its U.S. government segment accelerating to 66% growth.

“We acknowledge the growth from Anthropic is unprecedented, but we believe the take that Anthropic is eating PLTR’s lunch is the wrong take and a fictional narrative (in our view) as Palantir is at the epicenter of leaders in the AI Revolution while its AIP product moat remains unmatched in our view,” the analyst said. “The data-driven moat by Palantir is around the data and its ontology…this is NOT being disrupted by Claude… if anything it’s accelerated on the enterprise.”

In fact, Ives believes the bear case on Palantir is “dramatically incorrect” for three key reasons. First, its core advantage lies in Ontology, which functions as a digital twin of an organization by “integrating semantic, kinetic, and dynamic elements” of the business, enabling AI-driven decision-making and serving as the foundational layer that converts raw data into actionable AI workflows and agents within its AIP ecosystem. “In short,” adds Ives, “Ontology is the surface layer for AIP’s intelligence layer to thrive.”

Second, AIP adoption is accelerating meaningfully, with bootcamps delivering strong customer value that compresses sales cycles and speeds deployment. This is reflected in rising customer counts (up 34% year-over-year, with U.S. commercial nearing 50% growth) and robust pipeline expansion across higher-value contracts, including 40% growth in $1 million-plus deals and 91% growth in $10 million-plus deals in the most recent quarter.

Third, demand strength across both commercial and government segments points to widespread adoption, with increasing uptake of enterprise AI solutions that improve operational efficiency. This also positions Palantir’s “unique AI software approach” to benefit from ongoing government modernization efforts focused on productivity gains and workforce optimization.

Bottom line, Ives assigns PLTR shares an Outperform (i.e., Buy) rating, pairing it with a $230 price target that implies ~80% upside over the next year... 📈
By: Marty Shtrubel
🇺🇸🌐🛡️🦾🔮🦄🌟
https://t.co/JirW0lc0bd

[Yahoo Finance @YahooFinance]

Michael Burry saying Anthropic was "eating" $PLTR was "like fire in a crowded theater," Wedbush Securities managing director @DivesTech says.

"That is just stroking fear," but it creates a "massive opportunity" to own one of the key leaders in the AI revolution, he added.

[Tom Nash @iamtomnash]

Michael Burry's URGENT WARNING for $PLTR ...

[Dan Ives @DivesTech]

We believe the take that Anthropic is eating PLTR's lunch, (amplified by Michael Burry's now-deleted post on X earlier today), is the wrong take and fictional narrative (in our view) as Palantir is at the epicenter of leaders in the AI Revolution. Core AI winner and tech leader🐂

[amit @amitisinvesting]

$PLTR

This is one of the coolest interviews I've ever done with a Palantir customer.

Mixology is not only a small business, but they are a small business that tried many things before they found Palantir.

Once they did, everything changed.

Thank you to CEO @JordanEdwards7 for taking the time to sit down and explain why working with Palantir created magic-like results for your business!

[Jawwwn @jawwwn_]

Palantir CTO @ssankar in 2024:

“For $10 billion, @elonmusk put 300 rockets in orbit.”

“For $11 billion the state of California has built 1600ft of elevated rail, with no rail.”

[amit @amitisinvesting]

$PLTR Palantir is just too important.

[Stephen J. Wampler @stephenjwampler]

Palantir AIPCon 9 Interviews: Dan Ives, Ondas, Centrus Energy & More! https://t.co/4lHtXqH7jN via @YouTube

[Tom Nash @iamtomnash]

And Palantir is just sitting right there, quietly becoming one of the most important players in a world that is getting less predictable by the day. $TSLA

[Cantonese Cat 🐱🐈 @cantonmeow]

Quick intraday update on $PLTR.

I do a weekly analysis in combination with charts from @dannycheng2022 available at his Patreon, so check it out if you find this helpful.

I'll try to post plenty of free content as I always do as well.