Caro Kann

A chess & stock market enthusiast

[Caro Kann @stoxks14]

Why $PLTR will peak in early 2026 - a thread 🧵

1/
Palantir has been one of the biggest beneficiaries of the enterprise AI hype.
Strong government ties. Profitability. AIP narrative.
But its downfall is already in motion.

Here’s why $PLTR may peak in early 2026 👇🏻

[Heather Long @byHeatherLong]

JUST IN: Another strong jobs report. The US economy added 172,000 jobs in May (way better than the 88k expected) and the revisions for April and March were 93k higher. Hospitality was the top job gainer (+70k) followed by local gov’t (+55k)

Unemployment rate in May: 4.3% (same as April)

Job gains so far in 2026: 114,000 per month
Job gains in 2025: 10,000 per month

The bad news = wages grew 3.4% in past year. -->The lowest rate in 4 years and well below ~4% inflation.

[Caro Kann @stoxks14]

@TrendSpider $NOW - a lot of upside ahead

[TrendSpider @TrendSpider]

600,000 strong. We couldn't be more grateful.

Not on TrendSpider yet? This is your in.

To celebrate, 6 accounts are on us. 🎉
Follow, like, repost & drop your favorite ticker to enter.

Contest closes 3/11 at market close, winners announced that evening.

[Peter Agboola @baba_Omoloro]

Anthropic has launched free courses to master AI with certificates for $0.00

https://t.co/hwJvuJHIdo

[Citrini @citrini]

JUNE 2028.

The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.

What happened?​​​​​​​​​​​​​​​​

https://t.co/JzzwCrbJgS

[Ray Dalio @RayDalio]

https://t.co/tjmbT5ytUN

[Quant Science @quantscience_]

This guy made a Bloomberg Terminal clone.

Then open sourced it (for free).

Get it here:

[Caro Kann @stoxks14]

One year ago, silver traded at $30/oz.

Now it’s up over $20 in just three trading days.

This is not a normal market move.

$XAUUSD #silver #slv #sil

[Caro Kann @stoxks14]

The $100B $NVDA x OpenAI deal underlines the thesis on $PLTR:
Tough road ahead, fierce competition.

[Caro Kann @stoxks14]

Why $PLTR will peak in early 2026 - a thread 🧵

1/
Palantir has been one of the biggest beneficiaries of the enterprise AI hype.
Strong government ties. Profitability. AIP narrative.
But its downfall is already in motion.

Here’s why $PLTR may peak in early 2026 👇🏻

[Caro Kann @stoxks14]

$PLTR Palantir

Imagine being valued at 100x sales…
…and still posting declining international commercial revenue 🤯

FY2025 Q2:
International commercial down 5% YoY,
11% QoQ,
to just $141M.

But sure, $425B is fair.

[Caro Kann @stoxks14]

7/
TL;DR
Palantir is priced for absolute perfection.
Any disappointment = massive risk.

Hope ≠ valuation.

[Caro Kann @stoxks14]

5/
So is Palantir a good investment at $425B?

✅ If you believe in hypergrowth + premium multiples staying forever
❌ If you believe in gravity, cycles, and mean reversion

[Caro Kann @stoxks14]

11/
TL;DR:

$PLTR is strong today.
But early 2026 may mark its high point - not because it fails,
but because better, cheaper, and more scalable alternatives start to matter.

Watch closely. The divergence is coming.

[Caro Kann @stoxks14]

Why $PLTR will peak in early 2026 - a thread 🧵

1/
Palantir has been one of the biggest beneficiaries of the enterprise AI hype.
Strong government ties. Profitability. AIP narrative.
But its downfall is already in motion.

Here’s why $PLTR may peak in early 2026 👇🏻

[Caro Kann @stoxks14]

9/
Palantir isn’t doomed.
But it’s entering a fight it may not be structurally prepared for.

The AI wars are shifting from closed systems to open ecosystems.
And in that world, speed, flexibility, and cost will win.