Grég

📈 Larry Fink just dropped the numbers : Palantir has delivered ~73% growth since its IPO! Introducing CEO Alex Karp at Davos 2026, the AI revolution is real. #Palantir #PLTR $PLTR #AlexKarp #Davos #AI #Investing #TechLeaders #AIRevolution #GrowthStocks #BigData

Jensen Huang is Bullish on Palantir The President is Bullish on Palantir Prof is Bullish on Palantir My neighbour is bullish on Palantir You can’t possibly have any doubt now $PLTR

$PLTR CEO Alex Karp said Palantir’s “biggest sales secret” is letting customers compare it against model companies first. Models are becoming easier to access but the scarce layer is Palantir’s Ontology which maps a company’s data, logic and actions into real AI workflows.

Wolfe Research Resumes $PLTR at Peerperform from Underperform Analyst comments: "We resume coverage of PLTR as we think it has the best product-market fit of any enterprise software company in the market today. When we covered this company before, we viewed it as a unique custom-building software machine that had extraordinary alignment of software engineering, sales, and a pricing model for continuous transformational outcomes. Today, we see PLTR as the most applied enterprise AI software company, with the largest and fastest growth rates in the industry. While it is not “Too Big to Fail,” for our coverage it is simply “Too Big to Ignore.” The frontier models today have the intelligence to solve virtually any problem but are missing the context, which they are trying to build. The magic of infusing business context into the model for the most mission-critical use cases is the product that PLTR delivers today, built on either Foundry or Gotham, using AIP, and delivered through a forward-deployed engineer. The secret sauce is the Ontology, a highly proprietary database that ingests all the key dependencies of workflows, harmonizing and refactoring them to enable users to change them. NRR has hit 150%, revenue has grown 85% Y/Y and is accelerating, and backlog (RDV) is up 97% Y/Y, all on just 1,000 customers and approximately 4,000 employees. Couple that with a massive TAM at approximately $385B, using today’s ARPC, which is up 40% Y/Y, across more than 100,000 enterprise companies, supporting a FY26-29 revenue CAGR of 39% in our base case and 55% in our upside model." Analyst: Alex Zukin

c’est ma pepite @THX_Pharma

$PLTR So now all the top CEOs come out and say we need to prioritize ecosystems, platforms, and orchestration layers. Guess who has that already? Palantir. Now the companies will focus on a “learning loop” where they can iterate on top of existing workflows. Guess who has that already. Palantir. PTFB IYKYK 🔮🔥🚀 Any questions? Ask @chadwahl and @eliano at @PalantirTech! 🔮

THE GOD CANDLE FOR MONDAY IS LOADING

$PLTR Revenue growth accelerated QoQ since Q3 2024, yet most Wall Street Darling $CRWD or $SNOW showed declining/flat QoQ. And most of 🦖SaaS showing flat or very small growth often in the 10-20%. Considering how much companies are paying on @AnthropicAI tokens or their bills rises too much vs productivity/operating leverage gain, I expect @PalantirTech customers count and revenue growth to accelerate even more. You can watch the video below from Dr. karp to understand. I'm looking around 50-100 medium to large companies, the average token bills now is about 5-10x higher than what Palantir offers. While we dont have an exact median number, but we can use existing data or top customer @ $108m/ year or $9m/month. You see, Enterprises wouldnt complain if the spen $100m and save $1B, but that is not the reality right now as Most $NVDA or in-house chips from $AMZN $GOOGL are still renting tokens at unsustainable rates to Frontier Lab like @AnthropicAI. Fortunately, $AMD Helios and Agentic AI racks will come and save the day as customers are getting the ramp like $MSFT $META and @OpenAI. The math is simple, if you charge $10-50m/month , Those Agents gotta produce $100m-$1B+ in value. Enterprises are increasingly realizing that throwing raw LLM tokens at problems isn't enough, you need a robust platform to integrate, govern, ground, and operationalize AI in real workflows. This is where Palantir's Foundry + AIP (Artificial Intelligence Platform) wins. ~Palantir's ontology based system + AIP helps reduce unnecessary token burn ( 4-5x fewer tokens in some workflows via compiled logic, caching, smart routing, and grounding in trusted data). It avoids repetitive prompting loops and focuses AI on high-value decisions ~Dr. Karp criticizes "tokenmaxxing" as an addiction that racks up bills without results. Palantir emphasizes human-in-the-loop, auditable, ontology-driven apps that connect AI to actual operations ( logistics optimization, fraud detection, supply chain). Customers report massive ROI, tens to hundreds of millions in savings, faster processes, etc. ~Palantir is actually Free upfront (enterprise software with Forward Deployed Engineers), but total cost of ownership can be far lower than runaway token bills + failed pilots + integration headaches. It's outcome-oriented vs. metered "usage forever." When enterprises spent $108M to save billions, the software is practically free. Tokens buy raw compute/cognition. Palantir sells the "picks and shovels" + operating system to turn that into defensible, measurable business value often at a lower effective cost once scaled vs saving. That's why the narrative will shift toward Palantir as biggest software platforms winning in enterprise AI. And we will see even more accelerated QoQ revenue growth. Not Financial Advice! DYOR!

Never give up

@gelard_d @Chr40993231Jean Etrange le mouvement du titre aujourd'hui ... 🤔

@Chr40993231Jean TonnerDrones va faire une sacré culbute de PV et je pense que le PDG de Tonner Drones pour bien faire une belle surprise aux actionnaires. Ça priorité absolue

$SpaceX $SPCX Seulement 4% du capital sera mis en vente... D'où le risque d'une énorme poussée... #ALTD #Tonnerdrones va-t-il en profiter?

@ActionManNews @DrTilt2 @DavidRenanTrade @tradingdedaubes @David_SLR_43 @bihan35 @OlivierRossiGP @BoubouSGC @Frenchie_ @fuckthedip Etrange cette baisse de Tonner le jour de l'intro. Plus personne n'en veut ou quoi 🤣

@DrTilt2 @DavidRenanTrade @tradingdedaubes @David_SLR_43 @bihan35 @OlivierRossiGP @BoubouSGC @Frenchie_ @fuckthedip J ai préféré tonner drones 😜❤️

Jailerai savoir qui a souscrit a l'ipo de spacex ? @DavidRenanTrade @tradingdedaubes @David_SLR_43 @bihan35 @OlivierRossiGP @ActionManNews @BoubouSGC @Frenchie_ @fuckthedip Perso jai mis un bon billet on verra combien on est servi. Le plan est simple revente open

@cole_charts @IBKR ça va être sportif 🤣

@cole_charts Quelle plateforme ?

Rules to live by.. Never bet against the United States of America 🇺🇸 Never bet against @elonmusk🚀

Palantir CEO Alex Karp on the false religion of frontier labs: “Philosophically it's wrong because it's not doomer versus not-doomer; it's a hyper-religion of hyper-optimism.” “They believe all problems — present, past, and future, including the ones they create and don't acknowledge they create — are going to be solved by them, including human nature and disparities.” “Enterprises are just fed up because they know this doesn't actually work this way. It's not working. And that basically drives our commercial business.”

$PLTR

Chamath - two things: 1. Palantir is (k)LLM 2. Palantir Evolve The Ontology orchestrates the frontier models and your tribal data to yield outcomes that matter - iteratively…

$PLTR Pili - The Fellowship Episode 2

DISA to begin migrating combatant commands to unified IT network in 2028 Smell that? That smelly smell. It smells, smelly. $PLTR will be busy. Apollo. Maven. NGC2. The Defense Information Systems Agency will start transferring combatant commands to a standardized and secure IT network — now known as CommandNet — in fiscal 2028. Developed under the Mission Network-as-a-Service program, CommandNet aims to break down silos between disparate, geographically-isolated networks used by COCOMS and replace them with a single IT architecture. To prepare for future migrations, DISA plans to work with combatant commands throughout 2026 and incorporate lessons learned from its ongoing DODNet transformation, according to Kelli Garczynski, DISA’s deputy program manager for DODNet. “What we’re looking at right now is this year, in finishing up the fiscal year, we’re just doing some very preliminary coordinations with the combatant commands — releasing some very high-level [request for informations] and gathering some data so that when we start in [fiscal 2027], we can start our discovery and planning and then full migrations in [fiscal 2028],” Garczynski said Wednesday during a panel at the annual AFCEA TechNet Cyber conference. Under the Defense Department’s current architecture, each combatant command runs and operates its own unique IT infrastructure that segregates users by geographic location and makes collaboration across COCOMs inefficient. To modernize, DISA will consolidate all of those networks into one enterprise CommandNet architecture — meaning personnel at any combatant command could have access to any network across the globe. The network will also implement DISA’s zero-trust application known as Thunderdome and be supported by a federated identity, credential and access management (ICAM) capability to manage user identities and keep track of credentials. CommandNet development will lean heavily on DISA’s ongoing work to migrate users to DODNet, Sharon McMillon, vice director of programs/J-6 at DISA, said during the panel. Like the concept for CommandNet, DODNet creates an enterprise, cloud-based IT infrastructure specifically for the Pentagon’s defense agencies and field activities (DAFAs). “We have acknowledged that there are many disparate networks [and] many disparate systems operating in stovepipes,” McMillon noted. “Our vision for CommandNet tackles this directly by turning strategy into operational reality, and we know that we can extend our proven capabilities out into the warfighting edge by building on the successes that we’ve had to date with extending DODNet across the Fourth Estate.” Rob Johnson, deputy chief engineer for DODNet, acknowledged during the panel that migration to CommandNet will be a challenging task, as each combatant command operates unique IT architectures and has its own missions and priorities. The process of getting each COCOM on the same commodity network will likely require them to take on additional IT requirements that are needed for other commands — although that could lead to significant improvements overall, he noted. “As we move into the combatant commands, that will also mean that we can take those different mission integrations that are inevitably going to come and make sure that we have as secure and reliable service as possible for those huge amounts of needs,” Johnson said. He added that migrating to CommandNet will also allow DISA to take over commodity IT functions for all 11 COCOMs, meaning they will no longer have to focus on network management tasks. “Now they can focus on the whole reason they exist and the whole reason that we need them to do their jobs,” Johnson said. “They can reprioritize their efforts into the mission side, and we will make sure that they function on the commodity IT side.”

$OPEN 🔥🔥🔥🔥🚀🚀🚀🚀🚀🚀 I believe @ericjackson 's analysis. Not because of the $500 headline, but because he's looking at where the business could be in 5 to 10 years, not where the stock is today. Today: $OPEN ≈ $4 Eric's framework: • $82 by 2028 • $200 by 2030 • $500 by 2033 (8% probability) My way of looking at it is simple. If Opendoor remains just an iBuyer: • $10 to $20 is possible If Opendoor becomes a dominant digital real estate platform: • $50 to $200 becomes possible If Opendoor successfully combines AI, mortgages, title services, transaction infrastructure, and tokenization: • $500+ becomes possible If Opendoor becomes the operating system for real estate and captures even a small percentage of a $400 trillion global real estate market: • $1,000+ enters the conversation And if housing ownership, financing, title transfer, liquidity, and trading all eventually move onto a digital platform where Opendoor sits at the center: • $3,000 to $5,000+ becomes a theoretical possibility Most people look at today's stock price and laugh. I look at the size of the market. A company doesn't go from $4 to $500 because the stock chart looks good. It gets there because the business becomes something completely different from what people think it is today.

Palantir cofounder & CEO Alex Karp will be on CNBC in one hour (10am EST)