umeQQQ

米国株🇺🇸日本株🇯🇵積み立てとたまに個別株購入。無言フォロー失礼します🙇‍♂️皆さんよろしくお願いします😊本業は💊。スパム対策のため天安門事件を研究中。

[umeQQQ @umeQQQ]

@misumelo @eliano 🍮🥄👍

[umeQQQ @umeQQQ]

いい監督さんだなぁ
感動で泣きそうになった🥹

[熱盛甲子園 @atsumori_yakyu]

須江監督は毎年良い事言うよなぁー…
#高校野球 #甲子園 #仙台育英

[umeQQQ @umeQQQ]

@momoblog0214 すごいです🤩
承認されたら、適用範囲も広がりそう

[umeQQQ @umeQQQ]

$MRNA
すげ〜
個別ワクチン💉とは驚いた

[モモ🇺🇸米国株投資 @momoblog0214]

ModernaとMerck、メラノーマ患者を対象としたがん治療薬の後期臨床試験が成功🎉

プレマーケットで株価急騰🚀
$MRNA +55.6%
$MRK +5.9%

個人ごとに作る「オーダーメイドがんワクチン」が効果を証明したとのこと。
モデルナは、コロナワクチンだけじゃないことを証明しましたね👏

[umeQQQ @umeQQQ]

@misumelo 同感です。
買い増したくなりました😆

[こば @koba_kobba]

$PLTR パランティアの決算どうだった？

[umeQQQ @umeQQQ]

決算は無事通過。
ほっとした。

[FabyΔ @FABYMETAL4]

💡 Palantir Technologies Inc. $PLTR Q2 2026 Earnings 2026-08-03

💰 Current Quarter Performance
- 🟢 EPS: $0.41 (Est. $0.35)
- 🟢 Revenue: $1.94B (Est. $1.81B)

📊 Key Indicators
- 🟢 U.S. Revenue: $1.573B (YoY+115%, QoQ+23%)
- 🟢 U.S. Commercial Revenue: $764M (YoY+149%, QoQ+28%)
- 🟢 U.S. Government Revenue: $809M (YoY+90%, QoQ+18%)
- 🟢 Rule of 40 Score: 155%
- 🟢 U.S. Commercial RDV (Remaining Deal Value): $6.238B (YoY+124%, QoQ+27%)
- 🟢 Gross Margin: 86.78% (Prior Quarter: 84.65%)
- 🟢 Operating Margin: 46.18% (Prior Quarter: 40.9%)

📍 Earnings Highlights
- Revenue surged 93% year-over-year to $1.935B, demonstrating accelerating growth across all segments
- U.S. commercial revenue grew 149% YoY, driven by explosive demand for AI sovereignty solutions
- U.S. commercial remaining deal value (RDV) reached $6.238B, up 124% YoY, significantly expanding the future revenue pipeline
- Rule of 40 score climbed to 155%, demonstrating exceptional balance of growth and profitability in the SaaS industry
- Operating margin improved to 46.18% from 40.9% in the prior quarter, proving strong scalability

🤵‍♂️ CEO (Alexander Karp) Comment
"Demand for AI sovereignty has now been unleashed. And Palantir is the only company that has demonstrated it can transform tokens into actual economic value. Our customers trust us to provide them with maximal control over their operations, data, and decisions. Their competitive advantage should never become the training data for future models. This quarter was otherworldly: our U.S. commercial revenue grew 149% year-over-year, our overall revenue grew 93% year-over-year, and our Rule of 40 score climbed to 155%. The sovereign AI revolution makes us very optimistic about the future."

🔍 Key Fundamentals
- Market Cap: 288.50B
- P/E Ratio: 130.89
- Forward P/E: 86.24
- PEG Ratio: 0.46

🎯 Market Evaluation
- Stock Price (Before Announcement): 📈$125.885 (2.3%)
- Stock Price (After Announcement): 📈$134.956 (7.21%)
- Pre-Earnings Analyst Target: $167.67 ($200 ~ $90) B+
- Earnings Surprise Rate (AI Estimate): 🤩12.83%
- Post-Earnings Target Price (AI Estimate): $141.94

🤖 Earnings Summary-kun (AI) Comment
"Palantir Technologies Inc.'s Q2 2026 earnings delivered a remarkably strong beat on both revenue and earnings, significantly exceeding analyst expectations.

Revenue of $1.935B surpassed the consensus estimate of $1.81B by approximately 7%, while adjusted EPS of $0.41 beat the $0.35 estimate by roughly 17%. The standout figure is the 93% year-over-year revenue growth rate, which represents a dramatic acceleration from the 16% YoY growth recorded in Q1 2026. This acceleration is primarily driven by the explosive demand for AI sovereignty, with the U.S. commercial segment leading at 149% YoY growth.

Profitability metrics continued to improve, with gross margin reaching 86.78% and operating margin expanding to 46.18%, up from 40.9% in the prior quarter. The Rule of 40 score of 155% is exceptional by SaaS industry standards. The U.S. commercial RDV reaching $6.238B (up 124% YoY) significantly enhances future revenue visibility and supports the sustainability of growth.

However, valuation remains elevated with a trailing P/E exceeding 130x and P/S above 55x, suggesting that substantial growth expectations are already priced in. While the PEG ratio of 0.46 appears attractive on a growth-adjusted basis, it relies on sustained high growth assumptions.

Post-earnings after-hours trading showed positive price movement, indicating the market's favorable reception. CEO Alexander Karp's narrative of the "sovereign AI revolution" is now backed by concrete financial results, further strengthening Palantir's positioning as a leading AI software platform. Rating: 🚀"

🏢 Palantir Technologies Inc. Overview
- Sector: Technology
- Characteristics: AI and data analytics software infrastructure provider serving government and commercial customers through platforms including Gotham, Foundry, and AIP

🤘Information Source
Stock Slayer : https://t.co/jbM9IEGzQE

[DAZN Japan @DAZN_JPN]

歓喜のバイキング・ロー🇳🇴

2得点で勝利に導いたエース・ハーランドが勝利の太鼓を響かせる🥁

🏆️#FIFAワールドカップ ラウンド16
🆚ブラジル×ノルウェー

#本気で楽しむならDAZN

[Palmer Luckey @PalmerLuckey]

We need a bit more shame.

People used to avoid certain self-interested behaviors to avoid shame, private and public. Law and customs assumed this.

Now, 38% of Stanford students claim to be disabled. 40% of young women (under 35) claim mental illness, and SSI disability payments have gone up 400% in a single generation.

It isn't good for anyone, least of all people who are actually disabled, when everyone looks the other way as friends and family and peers con the system with a level of shamelessness no architect of our safety net ever imagined could be possible in America. When everyone is disabled, nobody is.

[遠藤 航 (Wataru Endo) @wataru0209]

素晴らしい👏
次も勝とう🔥

[umeQQQ @umeQQQ]

祝砲⚾️

[Los Angeles Dodgers @Dodgers]

Shohei with the Dad power!

[Dodgers Nation @DodgersNation]

Shohei Ohtani takes to Instagram to share that his second baby was born 🥹

“We are again overjoyed to experience this wonderful day in our lives together. Thank you for being born safely. We would also like to express our heartfelt gratitude to everyone who has supported us throughout this journey - Shohei, Mamiko”

[Elon Musk @elonmusk]

Make our Sun sentient to understand the Universe and extend the light of consciousness to the stars

[Arthur MacWaters @ArthurMacwaters]

It’s under-appreciated the extent to which activist judges are ruining society

They *literally study* crime for their career, and know the recidivism stats

Yet they release violent criminals multiple times and give them under-guideline sentences

Hold judges accountable or nothing changes.

[Elon Musk @elonmusk]

Time to return to sanity

[サッカー日本代表 🇯🇵 @jfa_samuraiblue]

🔹試合終了🔹️

🏆FIFAワールドカップ2026™
⚔グループステージ第1節
🇯🇵SAMURAI BLUE 2-2 オランダ代表🇳🇱

📺NHK総合
📱DAZN

@FIFAWorldCup
#最高の景色を #サッカー日本代表

[FabyΔ @FABYMETAL4]

私自身、この会社は失敗すると思っていたからです。はっきり言って、SpaceXが成功する確率は10%にも満たないと見ていました。実際、周りにもそう話していました。「たぶん失敗する。それでも、やる価値はある」と。なぜなら、誰か新しい会社が宇宙に挑まなければ、人類は本当の意味で宇宙へ広がる文明にはなれない。そう思ったからです。ー イーロン・マスク $SPCX

[umeQQQ @umeQQQ]

古くなったなぁとは思っていたけど名鉄丸越が無くなるのは、なんか寂しい

[石川君 @12345good54321]

金沢エムザ(昔は名鉄丸越)の建て替え計画が本格化してるみたいね。
これは昭和48年(1973年)の建設中の頃の写真です。
この頃は金沢駅周辺に高いビルはなく、名鉄丸越(金沢スカイビル)と金沢駅の間の道路もなく、民家がいっぱい。
この時代の金沢にこの大きさのビルを建てたのってかなりすごいよな。