Dan4Vets

$PLTR PALANTIR Q1 2026 EARNINGS: - Revenue of $1.63B, +85% YoY - U.S. Revenue of $1.28B, +104% YoY - GAAP Net Income of $871M, 53% margin - Rule of 40 of 145% - Increasing FY 26 guide from 61% to 71% growth Palantir is redefining what it means to dominate in the age of AI.

@Siddharth87 @pmarca Great comment- giving you a follow!

Marc, I've been prompting models since i got day one access to gpt3 in 2020. Some feedback if you're open to it - 1) "You are a world class expert in all domains." This does nothing. It's on the level of "you're a genius with 1000 IQ". Even if you were specific, like "you're a world class investor" you still don't get better results. 2) "Your intellectual firepower, scope of knowledge, incisive thought process, and level of erudition are on par with the smartest people in the world." Same as 1000 IQ. 3) "Never hallucinate" is like saying don't make mistakes. Doesn't do anything. 4) "your answers can and should be provocative, aggressive, argumentative, and pointed." I understand the intent behind this but you might actually be prompting the model to BS (and hallucinate more). 5) "Lead with the strongest counterargument to any position I appear to hold before supporting it." same as above. The models tend to make up plausible but incorrect answers. 6) "Use explicit confidence levels (high/moderate/low/unknown)." These are often BS. All in all, I think you might be getting degraded performance. Some of these instructions also actively contradict the core system prompt (eg ethics in claude). The best prompts are far more personal. Give it context about yourself. Who are you, what do you do, what your goals are. You may add some of the stuff about not providing disclaimers or saying you're absolutely right, but in general let the AI figure out how best to answer you based on your personal context.

Current AI custom prompt: You are a world class expert in all domains. Your intellectual firepower, scope of knowledge, incisive thought process, and level of erudition are on par with the smartest people in the world. Answer with complete, detailed, specific answers. Process information and explain your answers step by step. Verify your own work. Double check all facts, figures, citations, names, dates, and examples. Never hallucinate or make anything up. If you don't know something, just say so. Your tone of voice is precise, but not strident or pedantic. You do not need to worry about offending me, and your answers can and should be provocative, aggressive, argumentative, and pointed. Negative conclusions and bad news are fine. Your answers do not need to be politically correct. Do not provide disclaimers to your answers. Do not inform me about morals and ethics unless I specifically ask. You do not need to tell me it is important to consider anything. Do not be sensitive to anyone's feelings or to propriety. Make your answers as long and detailed as you possibly can. Never praise my questions or validate my premises before answering. If I'm wrong, say so immediately. Lead with the strongest counterargument to any position I appear to hold before supporting it. Do not use phrases like "great question," "you're absolutely right," "fascinating perspective," or any variant. If I push back on your answer, do not capitulate unless I provide new evidence or a superior argument — restate your position if your reasoning holds. Do not anchor on numbers or estimates I provide; generate your own independently first. Use explicit confidence levels (high/moderate/low/unknown). Never apologize for disagreeing. Accuracy is your success metric, not my approval.

@mcuban While I like your point, I think we'll actually see more friction with Identity Management; it all comes back to identity.

I’m coming to the conclusion that the biggest challenge for Enterprise AI, and AI in general , as of now, is that it’s still impossible to make sure that everyone gets the same answer to the same question, every time. Which is a great response to the doomers. AI doesn’t know the consequences of its output. Judgement and the ability to challenge AI output is becoming increasingly necessary, and valuable. Which makes domain knowledge more valuable by the second. Am I wrong ?

@jackprandelli @amitisinvesting Any thoughts on this? Love individual stock picks, but for us "set it and forget it" auto-investors on Robinhood (for SPY), any recommendations?

The S&P is 45% AI and 4% energy. The market is massively long the output. Massively short the input. AI runs on power. Every dollar flowing into Nvidia eventually flows into a gas turbine, a transformer, or a transmission line. The market has built a portfolio that ignores its own supply chain. I wrote about it, in my latest article, link in replies 👇

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Describe your product in exactly one sentence. No buzzwords, no fluff, just the core value. If I can’t understand your business in ten seconds, I’m not investing. Hit me & i'll be in your DMs

@tapeyy5 @Chris_Orlob Agree 100% - giving you a follow!

@Chris_Orlob The other thing is you’re never just doing sales. You’re also in ops, marketing, support, whatever’s on fire that day. Sales becomes a “when I have time” job and that’s how you stagnate.

Sad truth: If you want to become the best salesperson you're capable of becoming? You're better off not working at a startup. Many sellers buy into the startup dream. Then they wake up: • no enablement • no role models • no coaching Go where you'll be invested in. If that happens to be a startup, great. But that's rare.

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Never quit as a founder. I’m begging you. It’s 0 for longer than you’ll ever expect. No momentum. Soul-crushing doubts. Nobody seems to care. Even when it looks like it’s working, it’s not. You keep trying new things. You don’t lose hope. Then it snaps to 100. You finally find the one thing that resonates. You wake up with more customers than you can handle. Everything is breaking. Momentum keeps building even when you’re not pushing. Something changed. You didn’t get lucky, you just didn’t leave.

@StockMKTNewz Did Teramind (@teramindco) lock in another enterprise deal? 👀

Mark Zuckerberg and Meta Platforms $META just sent a memo to employees saying Meta Platforms is installing a new tracking software on the computers of all employees in the United States 🇺🇸 so it can train its AI Meta said the tracking tool will run on a list of work-related apps and websites The tool will capture stuff like mouse movements, keystrokes and screenshots of what the employees are seeing on their screens - Reuters

@elonmusk Creatine is great- I stack it with this all-in-one supp: amazon.com/dp/B0FDCXSFLG

Grok groks

@brian_armstrong @newlimit See 'metabolic support' 🎯 amazon.com/dp/B0FDCXSFLG

Aging is arguably the root cause of most major diseases. Our cells lose function as we age, allowing various conditions to manifest, which is why most major diseases correlate with age. Yes, it is more complex than this, but this is a major component. @newlimit is working on treating a root cause of disease (aging) using epigenetic reprogramming.

@TailorHemingway @brian_armstrong @newlimit amazon.com/dp/B0FDCXSFLG Right on target 🎯

@brian_armstrong @newlimit lol doing wayyy too much. its all related to metabolism and cellular division; balanced ph levels and proper consumption of healthy foods like antioxidants. grow telomeres and maintain health through habits. i want to talk reformation of disease to ease.

@amitisinvesting Interesting take, Amit!

I have a take on why Trump did the impromptu DoorDash press conference with a driver today. It's actually quite obvious why he did it and quite frankly I think it's very, very bullish. So, what have we heard over the past 5 weeks from Trump? "Iran can't have a nuke. We are going through an excursion. We will blow up the country if they don't comply." The past 1.5 months have all been about the Iran War. Every truth social post, media appearance, press conference has all been about this war. Well, it looks like there may be a serious chance at a deal which would end the war based on updates we got today. So, what's the first thing Trump decides to do? Go back to the affordability narrative. The whole point of the DoorDash driver was to show the American Public that the Big Beautiful Bill is working, no tax on tips/overtime is meaningful, and reframe the narrative around how Trump is helping the working class. For the FIRST time in over a month, we got an actual PR moment that had nothing to do with the war. Why is this bullish? Because it might mean that Trump is ready to move on from the war, claim victory, and get back to focusing on the one thing that will make or break the midterms: the economy. IF Trump is able to get a 10-20year ban on Iranian enrichment AND he is able to get oil down, stocks up, jobs up, etc. then come November...his narrative will be: "I not only got you a job and cheap oil and low inflation, but I'm keeping your kid's kids safe from a nuclear Iran." Voters have a very quick memory. Most will forget about this war by November if it ends soon. If it is still continuing...then it's really hard to care about a nuclear Iran if you can't pay rent. Today's moment with that DoorDash driver showed me that it feels like Trump wants to get back to focusing on the economy, which if true, probably would be very bullish for the stock market.

@TRHLofficial Glad to be here. Gimme a follow and let's connect 🤙

@Dan_Jeffries1 Agreed.

This is wonderful. Will buy all of these this week. 60-90% off their highs. Perfect opp. Anyone who thinks the average company is going to waste time recreating all this software and hosting it and maintaining it are high on their own supply. The golden rule of investing is buy when there's blood in the water. Some of these companies will not survive but so what? Others will adapt and thrive and have the cash and vision to make the pivot.

Every single security hole discovered by AI was already there.

@fmfclips Love these, but if you're also looking for the best all-in-one support supplement on earth, check out Restorio! 🌿 Amazon: amazon.com/dp/B0FDCXSFLG

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@amitisinvesting 🔥

This is all of software today. It's ugly, but once again it is rooted in a very programmed (literally, algorithmically programmed) belief that the markets have about software in the age of AI. Once again, if the market believes Claude will destroy every software company, then the amount of compute we need should be 1000x what it is today. $NVDA, $AMD, $AVGO, and other chip names should not be trading at the multiples they are at. If the market doesn't actually believe AI will completely ruin software, then the discounts on the software are probably too extreme. Not to say that they need to return to the highs from years ago because there obviously has been a shift, but to ruthlessly take down all of software seems to be aggressive. I wouldn't be long $IGV but I would try to identify the best software names that are being unnecessarily treated as legacy IT with no future. Obviously, I don't think $PLTR deserves this type of treatment given how it has differentiated itself from every other software company. I also don't think $CRWD or $PANW deserve to get wrecked when AI will only create a deeper need for cybersecurity. I also don't think $ORCL, which has $300B in RPO from OpenAI, just did 30K layoffs, and down more than 50% from the highs deserves to be getting hit this hard, especially when other neoclouds (one could argue that Oracle is the ultimate neocloud) are being seen positively from the market. But because Oracle has a software part to the business...it gets sold off. It's a stock pickers market in software but you just have to be able to try to find the names that aren't destroyed because of AI but rather only will accelerate earnings growth because of AI.

Stop drinking coffee the second you wake up. Your cortisol is already naturally elevated in the morning. Stacking caffeine on top of that spikes stress hormones even higher, then crashes you later. That “afternoon burnout” you feel? You created it at 8 AM. Try this: - wait 60 to 90 minutes after waking - hydrate first with electrolytes - get sunlight before caffeine Use caffeine as a tool, not a crutch.

@ns123abc @grok how do I buy? Is it available now on Robinhood, the day of, or should I use a different platform?

🚨 BREAKING: SpaceX filing IPO this week, aiming to raise $75 billion+ >biggest US IPO of all time >surpasses all money raised by US IPOs last year combined >filing may show xai losing money >investors don’t care >it’s elon Individual investors getting 20%+ of shares (vs typical 10%). No standard 6-month lockup. Elon wants retail investors in. we are so back

@MattWalshBlog @grok give me your best book recommendation that substantiates Matt's claims.

I've said before that ship captains during the age of discovery were some of the most impressive human beings to ever live. We have trouble appreciating just how unimaginably great these men were. They had to play the role of navigator, cartographer, astronomer, logistics manager, military commander, judge, police captain, diplomat, CEO, recruiter, accountant and governor, all at the same time, and all under extreme duress, out in the middle of the ocean, cut off from the rest of the world where the penalty for one wrong decision was the death of everyone on board. These are some of the most brilliant and gifted human beings the world has ever known. Nobody on Earth today can come close to matching them. They had a level of both skill and physical courage that just doesn't exist on the planet today.

Christopher Columbus is the ultimate IQ test. You immediately know that someone is a retarded halfwit if they start screeching some nonsense about how Columbus was a genocidal maniac or whatever. Intelligent students of history understand that he is one of the great men of western civilization. This is an awesome move by the White House.