Vino Tinto

[Mr Stealth @MrStealth27]

Broadcom $AVGO just dropped its new AI XPU platform with $APO and $BX to scale AI power.

Targeting over 20GW by 2028 starting with a $35B tranche for Anthropics massive data centers.

[Robinhood @RobinhoodApp]

Beat the 🔔. Buy shares at IPO price.

[Beth Kindig @Beth_Kindig]

For 2027, TrendForce now projects the global memory market to reach $1.28 trillion, up 44% YoY, with DRAM revenue forecast to surpass $900 billion.

This would be more than 5X larger than the memory market in 2025, at $224.7 billion.

$MU $AMD $NVDA $AVGO

[WOLF @WOLF_Financial]

ROBINHOOD $HOOD JUST REPORTED MAY 2026 OPERATING DATA

Funded customers:
- 27.7M (+1.76M Y/Y, +7%)
- Total platform assets: $377B (+48% Y/Y)
- Net deposits in May: $5.6B (19% annualized growth)

Trading volumes:
- Equity: $315B (+27% M/M, +75% Y/Y)
- Options: 231M contracts (+3% M/M, +29% Y/Y)
- Crypto: $12.2B (+3% M/M, +4% Y/Y)
- Event contracts: 3.9B (+22% M/M, vs 0.3B in May 2025)

Interest-earning assets:
- Margin book: $19.5B (+117% Y/Y)
- Cash and deposits: $18.6B (+54% Y/Y)
- Cash sweep: $28.8B (-6% Y/Y)

Total securities lending revenue: $36M (+9% Y/Y)

Retail is leveraged. Equity volume is up 75%. Money is rotating into prediction markets.

[Palantir OG @PalantirOg]

$PLTR "There is a kind of recession-proof component to a company like Palantir." ~ Joe Tigay, Chief Trading Officer, Equity Armor Investments

That's right. PTFB. 🎯💥

An interesting discussion. Palantir segment starts around 5:35. ⬇️
🛡️🐂🦾🔮🔥
https://t.co/YYF6KnXRnJ

[Crossroads @Dr_Crossroads]

$HOOD Robinhood just posted their monthly metrics for May, and they look very good (aside from crypto).

🟢 Events contracts - ATH.
🟢 Options - 2nd best month ever.
🟢 Equities - 2nd best month ever.

They, like any company in the space, have headwinds from crypto and a harder comp as a result. But crypto winters don't last forever and also don't mean that Robinhood isn't growing.

[Hood House @hood__house]

🚨 BREAKING: $HOOD NOW APPROVED TO UNDERWRITE IPOs

Before, Robinhood could help sell IPO shares to retail

Now it can sit closer to the deal itself: helping underwrite offerings and push for more retail allocation earlier in the process

CEO Vlad Tenev: "We intend to be disruptive in this space" 🔥

[LEAPTRADER @LEAPTRADER_]

HOOD May 2026 Monthly Metrics just dropped🔥

Another monster month for Robinhood.

✅ 27.7M Funded Customers (+110k MoM, +1.76M YoY)

✅ $377B Platform Assets (+9% MoM, +48% YoY): new all-time high

✅ $5.6B Net Deposits

✅ $315B Equity Notional Volume (+27% MoM, +75% YoY)

✅ 231M Options Contracts traded

✅ Interest-earning assets at $66.9B (+29% YoY)

Retail is alive and well.

Higher engagement, bigger balances, more options flow, and crypto volumes holding steady.

The flywheel is spinning faster.

[Jawwwn @jawwwn_]

Palantir CEO Alex Karp:

“We are an N of 1—category of our own.”

[Saumil Shah @bazzmatazz42]

$PLTR

Here's John Couris - CEO of Tampa General Hospital (@TGHCares) at @ARKInvest's Big Ideas Summit explaining how Palantir is changing their DNA.

"Alex & the team said: give us one of your biggest & thorniest problems - we'll do it for nothing.......and if we fix it, & fix it correctly: we want a bigger relationship with you.

Well they did just that!! They fixed it, They did it correctly, They did it in a sustainable way, & they did it fast - which is key.
I mean really fast. What would've taken us about a year or two to do, they did it in a couple of months.

I was stunned by it!!

Because they didn't jeopardize quality for speed. They had it figured out!!"

"Palantir is changing our DNA" 🔥🔥🔥

Palantir is unleashing the American Renaissance 2.0.
You just don't know it yet.

AiOS🤖♾️
Softw(ai)re [That Dominates]

#Palantir #AI

[Evan @StockMKTNewz]

ROBINHOOD $HOOD JUST DROPPED ITS MAY 2026 MONTHLY METRICS

- Funded Customers: 27.7M
- Total Platform Assets: $377B
- Net Deposits: $5.6B
- Interest Earning Assets: $66.9B

Trading volumes:

- Equity Notional: $315B
- Options Contracts: 231M
- Crypto Notional: $12.2B
- Event Contracts: 3.9B

[Chad Wahlquist @chadwahl]

“Nearly 900 lives have been saved at Tampa General Hospital in Florida in the four years since it introduced the “game-changing” Sepsis Hub system, developed in partnership with Palantir.”

[Gokarp @PLTRs_Palantir]

Bae wake up, new $PLTR blog post just dropped 🔥

Managing Elasticsearch Reindex at Scale: Performance, Reliability, and Observability

Search is one of the most heavily used workflows across Palantir Gotham. Users are constantly querying, filtering, and drilling into large datasets to surface entities, trace connections, and assemble the analyses that drive mission-critical operational decisions. At any point in that workflow, they expect results to feel instantaneous, regardless of the scale or complexity of the underlying data graph.

Many of these search workflows leverage Elasticsearch, an open-source distributed search and analytics engine that provides robust full-text search capabilities at scale. We have previously explained the role Elasticsearch plays within our broader ecosystem and architecture, which you can read more about in Defensive Databases: Optimizing Index-Refresh Semantics.

As mentioned in that blog post, most Gotham applications interact with Elasticsearch via an in-house database client service that acts as a layer between backend services and storage infrastructure. At a high level, the service resembles a document store and provides:

Strongly consistent key-value CRUD backed by a transactional database, which remains the authoritative source of truth

Full-text search on document fields via Elasticsearch, which functions as an “external”, secondary index
First-class security policy enforcement built into the core read, search and write paths, not just bolted on as an afterthought

We will henceforth refer to this in-house database client service as “the document store.” The document store serves many distinct clients, each with its own group of schemas (analogous to database tables). Each schema declares field names, types, security, the structural layouts of documents and, critically, whether and how the field should be indexed into Elasticsearch via something called mappings. Some schemas are not indexed at all; others carry rich mappings that power faceted search, geo queries, and date-range filters.

The flow of data from various application backends to the database, Elasticsearch, and the authentication service, is illustrated in the following diagram, expanding upon the diagram we used in the Defensive Databases blog post.

[Palantir OG @PalantirOg]

$PLTR Palantir's Ted Mabrey on AI, Healthcare, and the Future of Innovation | ARK Big Ideas Summit

Jun 8, 2026
Watch as John Couris, President & CEO of Tampa General Hospital, and Ted Mabrey, Head of Global Commercial at Palantir, speak about what it takes to transform one of America's most complex health systems - and why the Tampa Bay region is becoming a model for the rest of the country. Joined by Cathie Wood, Founder & CEO of ARK Invest, and Brian Cornell, Executive Chair of Target. TGH and Palantir have worked together for over six years. Sepsis mortality at TGH has reduced from 10% to 5.3%. Nearly 900 patients have gone home who otherwise would not have.
🏥🩺🦾🔮💡❤️‍🩹
https://t.co/svVhhLxhuC

[Hardik Shah @AIStockSavvy]

$CDNS | Stifel maintains 𝐁𝐮𝐲 on 𝐂𝐚𝐝𝐞𝐧𝐜𝐞 𝐃𝐞𝐬𝐢𝐠𝐧𝐬, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟒𝟑𝟐 𝐟𝐫𝐨𝐦 $𝟑𝟗𝟓

Analyst sees the expanded $INTC Intel Foundry collaboration as a significant positive, validating Cadence's AI tools and expanding its footprint at a key customer.

[Palantir OG @PalantirOg]

$PLTR Palantir Has an AI Operating Layer Worth the Stock Premium 💡🔮✔️

Jun 09, 2026
Story Highlights:
PLTR is becoming the AI operating layer for companies, governments, and sovereign systems, turning secure data into governed decisions.

The next AI phase is ROI, and PLTR is built for it: less AI theater, more savings, speed, workflow control, and operating leverage.

Valuation risk is real, but the bull case is larger: PLTR becomes essential Western AI infrastructure, which supports my Strong Buy rating.

Palantir is increasingly becoming the operating layer for artificial intelligence (AI) inside enterprises, governments, and sovereign systems. I’m bullish on the software deployment company, even as a value investor, despite the company’s hefty stock premium relative to other tech names.

The operations and management are simply too strong here. The main risk is valuation compression if AI enthusiasm falters, but the next phase is all about Palantirians delivering measurable ROI to customers through secure data and governed workflows. If this is achieved, Palantir deserves my Strong Buy rating for sure...
By: Oliver Rodzianko
🐂📈🔮🔥
https://t.co/LXvuJO53IG

[Mike @MikeLongTerm]

BREAKING $PLTR $255 PT| BUY Rating 🚀🚀🚀

@BankofAmerica Securities Analyst Mariana Perez Mora maintains Buy Rating on @PalantirTech with $255 Price Target.

[Etienne Breton @etienne_breton]

$PLTR

Palantir turns expert know-how into powerful AI agents that crush it in every industry.

💥💥🚀

[Gokarp @PLTRs_Palantir]

https://t.co/jcniLtz6em

[Don’t Follow Shardi B If You Hate Money @ShardiB2]

He's recommending more stocks that Cramer at this point...