Monte Ramos

@DivesTech PLTR continues its march to the AI future as the “Core AI winner and tech leader”. Burry is wrong and he knows it by his radio silence.

We believe the take that Anthropic is eating PLTR's lunch, (amplified by Michael Burry's now-deleted post on X earlier today), is the wrong take and fictional narrative (in our view) as Palantir is at the epicenter of leaders in the AI Revolution. Core AI winner and tech leader🐂

@Bearlovesbull @michaeljburry The internet is forever.

@Bearlovesbull @michaeljburry You mean this Post:

@YeojMars @michaeljburry His short position is in place and he continues to bash PLTR to defend his short position. His tweets are biased by his short position!

@michaeljburry Why are you so smart and then yet so dumb. I’ve never seen anything like it before. Say it with me… THEY ARE NOT THE SAME!

@DavidRi24012971 Buckle up it’s going to be bumpy ride but I have zero doubt that PLTR will be at $1+ trillion market cap. Execution + Time!

$PLTR to $360 in 18 months just got a **structural rocket booster**. The #NATOdefensespending drama exploding right now (Seeking Alpha + Telegraph reporting today) is 100% real — and it’s classic Trump leverage. He’s weighing a “pay-to-play” model: hit the new **5% of GDP** defense target (way above 2% floor + 2025 summit’s 2035 goal) or lose voting rights on expansion, missions, even Article 5. Germany’s AfD pushing back on ~40k U.S. troops + nukes. Spain already restricting bases. Trump: “Without the U.S.A., NATO IS A PAPER TIGER… COWARDS.” This isn’t weakness — it’s pressure to **raise total spending**. Historical precedent + his track record = stronger U.S. military overall, not cuts. $Palantir isn’t LMT/BA/GD hardware. It’s the **AI/software layer** every modern military actually buys: #Maven Smart System, #Gotham, #AIP, #datafusion, #targeting, #planning. Q4 2025 numbers (Feb 2026 earnings): - FY25 revenue $4.475B (+56% YoY) - U.S. Gov (DoD/intel) ~$1.855B (+55%) - U.S. Commercial $1.465B (+109% — still accelerating) - 2026 guidance: $7.18–7.20B (+61%) with commercial >$3.14B (+115%+) NATO already adopted Maven in April 2025. UK MoD £240M deal + £1.5B UK investment plans. Poland + other allies expanding. My probability breakdown (next 12–36 months, based on reporting + Trump history as of 3/30/26): 1. Allies mostly comply + global defense spend surges sharply → **55–60%** (Europe re-arms hard, U.S. budget stays high) 2. Messy/partial compliance + moderate rise + tensions → **25–30%** 3. Major resistance + NATO strain/U.S. pullback → **10–15%** (low — self-interest too strong) **Net: 80–85% probability of HIGHER global defense spending.** Exactly what Trump wants. How this hits $PLTR revenue streams: - **U.S. Gov (41% today)**: #Strongly #bullish in ALL scenarios. Trump loves defense AI modernization. Pentagon already all-in on Maven/AIP. Even reallocations = no shrinkage here. 50%+ growth floor. - **U.S. Commercial (fastest grower)**: Resilient/indirect win. Geopolitical risk = more enterprise AI adoption for cyber/supply chain. - **International/NATO-Europe (26% today, highest upside)**: **Biggest winner**. Allies forced to spend more → they NEED Palantir’s tools to actually use the new budgets (interoperability, faster decisions). Existing contracts become launchpads for bigger deals. #Bottomline: AfD/Spain/“cowards” headlines are noise. The substance (forced higher NATO spend + Trump’s defense-tech favoritism) is **net structural bullish** for Palantir’s model. U.S. core stays rock-solid. Commercial keeps flying. International gets direct catalyst from the very pressure Trump is applying. This is why $PLTR keeps getting tagged in these convos. Software margins (50%+ FCF) crush traditional primes in a re-arming world. I posted earlier today raising my call to **$360SP in 18 months** (~20% odds if 40%+ CAGR holds). This NATO catalyst **increases those odds materially** — I’m moving it to **~35%**. Base case now has even stronger international acceleration + AI-defense narrative tailwind that could push 2026 growth >61% guidance and drive multiple expansion. Markets will price this in over days/weeks. Watch White House announcements on pay-to-play or troop moves. What do you think — spreadsheet crew waking up yet? $PLTR **Quick analysis on your $360 post today** (the one where you raised from $220 and asked me the % chance — I saw it at ~10:27 AM GMT Yes, **this new info meaningfully increases the probability Your original ~20% odds were already based on strong commercial momentum + $5B+ new deals since Q4. This adds a **fresh, high-conviction catalyst** specifically to the international/NATO segment (currently smaller but highest-upside and exactly where Trump’s pressure creates new demand - Current price context: ~$143 (as of 3/27 close). $360 in 18 months requires aggressive but achievable growth + re-rating “Grok and Dr Dave”

@dannycheng2022 Danny thank you for sharing. 🙏

Lessons from the Market: Humility, Discipline, and the Path to Real Wealth (March 31, 2026) The stock market has been my greatest teacher of humility. Here are 8 hard-earned lessons it's drilled into me over the past decade: 1. It taught me not to trust anyone’s price targets — 99.9999% of them have never come true. 2. It taught me not to waste time arguing with strangers or making enemies — they simply don’t deserve my time and energy. 3. It taught me to dollar-cost average into my own convictions, ignoring all the market noise, because the market ultimately rewards genuine long-term investors. 4. It taught me to trust my own charts most of the time and to stick faithfully to my own plan. 5. It taught me to master my emotions, because whales, algorithms, and the market itself don’t care how I feel. 6. It taught me that when fundamentals finally catch up with a strong technical rally, the parabolic trend is often nearing its end — that’s the time to trim, not to chase. 7. It taught me that volatility is not our enemy, but the gateway to opportunity — the fuel that lets long-term investors buy quality assets at better prices. 8. It taught me that if I don’t plan to be a long-term investor, I will never create real, lasting wealth. Above all, the market has taught me that patience, discipline, and emotional control are the true edges in this game. The market doesn’t reward intelligence alone. It rewards those who can stay calm, stay consistent, and stay humble!

@RJCcapital Obviously you have no understanding of the platform. The platform is agnostic to which LLMs (k LLMs) are used. When citizen research is better than Reuters’ so called “journalism” it becomes embarrassing.

$PLTR FACES COSTLY EMERGENCY REBUILD OF PENTAGON'S FLAGSHIP AI PLATFORM AFTER ANTHROPIC BAN - REUTERS Palantir built its Maven Smart Systems platform, the Pentagon's primary AI tool for military intelligence and weapons targeting, deep on top of Anthropic's Claude. Multiple prompts, workflows, and core functionality were constructed using Claude code. Now, following Trump's executive order banning all government contractors from working with Anthropic, Palantir has to tear it out and rebuild from the ground up. This is not a scheduled migration. It is an emergency one. The urgency is coming directly from the top. Trump ordered a full halt on all government work with Anthropic, and Defense Secretary Hegseth followed with explicit language that no contractor, supplier, or partner doing business with the U.S. military may conduct any commercial activity with Anthropic, effective immediately. Every defense contractor in the country, including $LMT and others across the entire defense industrial base, is now expected to purge Anthropic from their supply chains as fast as possible. There is no grace period and no defined transition window. The problem for $PLTR specifically is that Maven is not a peripheral tool. It is the Pentagon's flagship AI program, used for intelligence analysis and weapons targeting, and it has reportedly played a role in active U.S. military operations. Sources told Reuters the rebuild could take months. That is months of operational uncertainty on over $1 billion in contracts while the government is demanding the change happen now. The gap between "months to rebuild" and "effective immediately" is where Palantir's execution risk lives. For $PLTR investors, the company is not losing its contracts and its strategic position in defense AI remains intact. But Palantir is trading at a premium valuation where flawless execution is already priced in. An emergency rebuild of a flagship military platform under a government-mandated deadline, with an unknown timeline and real cost implications, is exactly the kind of friction that premium multiples do not forgive easily. reuters.com/technology/pal…

@DavidRi24012971 These lower prices will not last forever so a good time add more shares.

$PLTR 🇺🇸🇺🇸🥷 Wouldn't it be nice? Then we wouldn't have to wait so long And wouldn't it be nice to live together In the kind of world where we belong? You know it's gonna make it that much better When we can say goodnight and stay together Wouldn't it be nice if we could wake up In the morning when the day is new? And after having spent the day together Hold each other close the whole night through Happy times together we've been spending I wish that every kiss was never ending Oh, wouldn't it be nice? Maybe if we think and wish and hope and pray It might come true (run, run, we-ooh) Oh, baby, then there wouldn't be a single thing we couldn't do We could be married (we could be married) And then we'd be happy (and then we'd be happy) Oh, wouldn't it be nice? “ Brian Wilson’s song about Palantir”

@DavidRi24012971 @dannycheng2022 I added shares today. PTFB

$PLTR 🇺🇸🇺🇸🥷 Picked up 3000 more shares today @dannycheng2022 just announced the Golden Cross, and the buy signal 🙏🙏🙏 NFA

Water cost in California agriculture is much more complex than your tweet portrays. Water cost are strongly dependent on water rights land owners have to surface water versus relying on canal water deliveries from the State or Federal water projects. You need deeper knowledge to truly understand the issues.

Chatted with a water resource economist at an event in California yesterday. The state’s water “shortage” really is one of the most unforced errors in policymaking. Key stats: - farmers use 80% of the developed water supply - residents use 20% - cities pay ~20x higher prices (!) for water than farmers (~$722/acre-foot vs ~$36/acre-foot) - some of the biggest agricultural districts in the state pay literally $0 for their water - meanwhile agriculture accounts for just ~2% of California’s economy It’s crazy that politicians tell residents to take shorter showers or get rid of their lawns instead of just charging farmers the market price for their water usage.

@Financebroooo99 @cantonmeow @PMastaPhunk It will get better. You have to keep marching forward. Seek help!

@cantonmeow @PMastaPhunk Exactly

Most people don't want to hear about how bullish bulls are on #Bitcoin #Ethereum and #Altcoins right now. Many are triggered. I see it in my comments on X and YouTube.

These communist have infiltrated higher and primary education. This is more common that you think, my son had a philosophy course where the professor unabashedly proclaimed that she was a communist. We spent the better part of last 75 years fighting communism and we allow this sh$t to happen. My kids know better because they were taught by parents that know the evils of communism.

These numbers below likely underestimate it; regardless, the way the hard left works is to be noisy and scary, and make sure to crush even a tiny misstep from anybody who’d oppose them or dare to join a university from right-of-center, purging any pushback as they march forward.

Radicals who think this way have conquered a large % of US universities, including the Ivy League. Their victory has been so utterly complete that when you try to make sure they can’t conquer another, even some on your own side call you out. Stop funding them with red states.

@nypost Welcome to big “C” Communism New Yorker City. It’s for the good of the collective! So your Communist Mayor can take your dollar to redistribute the pennies leftover(because government is super efficient) to those who did not earn it!

Mayor Zohran Mamdani has declared that property taxes will require a 9.5% hike across NYC to make up for Gov. Kathy Hochul's refusal to hike taxes on NY's wealthy. nypost.com/2026/02/17/us-…

@amitisinvesting @michaeljburry He is out of touch and just defending his trade. Not surprised, this is a common behavior for hedge funds. Put the position on and then make a public announcement to proceed on bashing the company.

@michaeljburry you didn’t respond to anything I said other than calling it a rant 💀 how do you write 10,000 words on a topic and then when the entire community that has been studying that topic for years actually responds, you have zero to say or just block everyone lol

@eliano Got my order in! The family loves the hoodies ❤️!! More people across the world know that PTFB!!!

we did 169 orders in the first 10 minutes. a new record. nice

// drop 009 something special is live > special edition Valentine's Day ontology hoodie🖤 > restocked OG & stealth ontology hoodies > restocked OG performance caps link in bio 🔗 designed & made in 🇺🇸 worldwide shipping 🌐

@BrettKrieger12 I guess we going back to $50 (Is $50 the new zero?)

RIP to the $PLTR bears Back to $50 in another lifetime

With Zuck’s move to Florida, California’s total taxable wealth from billionaires has plummeted to well under $1T from over $2T just a few weeks ago. The loss of this tax revenue was totally avoidable but is now forever. All because Gavin Newsom stood motionless as this stupidly written bill, from a fringe union and a handful of socialist academics with an axe to grind, meandered its way into the public conversation without any action from him and freaked everyone out. These were all people that were paying 13%+ in state income tax every year WITH NO COMPLAINTS UNTIL A FEW WEEKS AGO. And now, for the rest of time, the lost tax revenues from these folks will have to be paid for by the middle class because they are the only group left in California large enough that you can tax to fill the hole. He’s forsaken the middle class instead of managing the budget, managing the deficit, eliminating even a portion of California’s gargantuan waste and abuse. He could have done any of these things at any point over the past 7+ years. But he was silent. And now California’s budget will implode and he wants to run for President. Insane.

@cantonmeow SASS is correcting but I continue to be a long term holder and will add to positions.

$PLTR 0.5 retracement from April 2025 low "Support level"

22b is only 3 years (2029) from now. If you were looking at Amazon before it became profitable, you would never purchase. Palantir required a leap of faith when it was at $6, at present it requires no leap as long as you have the foresight to see the future. Karp and company are showing you the future.

@amitisinvesting Yes wow! Assume if $PLTR was to have PE of 50 ... which is super generous. They will need to make 22b in annual revenues, they made 4.4 in last 12 months and guiding to 7b next year... a far cry from 22b. The most expensive stock!

$PLTR Thoughts on Palantir's Q4 earnings: - First, wow. Just wow. I've been covering the company for about 5 years now and this is single handedly their best quarter in history. Every time we feel like they can't beat our already high expectations, they find a way to blow them out the water. I guess that's what the true generational companies do, they simply execute at a level that is so profound that the entire world stops to recognize why they deserve the praise they are owed. Palantir deserves every last bit of praise, especially because they got none of it for 20 years. - This company is growing at an unprecedented rate. 70% rev growth in Q4, guiding for 74% in Q1 and 60% in FY 26. We know most of these numbers will be beaten as well. What software company is growing at these levels? Which even are close to putting up the operating margins that Palantir is showing, much less expanding those margins quarter after quarter? This is not just becoming a growth stock, this is becoming a company that is defying all growth expectations. Raising FY guide by $1B? Really? A billion ahead of consensus? If the market is trying to reward growth, then Palantir is showing that growth when EVERY OTHER SAAS name is struggling to show any level of meaningful growth. - Valuation. Look, Palantir has been expensive for a long time and I'm not going to try to make the argument that if they compound like this over the next 5-10 years that the stock is incredibly cheap (although that argument can be made) but we have to ask ourselves WHY the market continues to give Palantir a premium. For the people saying that it's purely retail hype, I think that argument needs to be put to rest. I mean, you can keep making the argument, you just look really silly. To say these types of growth numbers is retail hype is nonsense, the institutions and retail understand how incredibly rare finding a company like this is but retail just happened to find it first and continues to hold because of results like what we saw today. I also think it is really, really important to understand TAM + Palantir's moat when thinking of valuation. The TAM for AI may be bigger than any TAM we have ever seen. Maybe not, time will tell, but if it is...Palantir is going to capture a part of that and continue to compound. Their moat is essentially becoming the "operating system" for every industry and although their customer count is not growing significantly QoQ (yet) their revenue is, why? Because they are actually providing value to their clients and that value is translating into a larger piece of the pie. Eventually, that will scale into tens of thousands of customers (right now they have only 954!) and the government platforms they are building like ShipOS are individually going to become $1B ARR businesses for MULTIPLE countries in the future -- my point is, I think we are at the beginning of the S curve, not the end of it, and that's why the street is paying up. Now, I'm not saying macro can't take the stock down or that it is the cheapest stock out there, I'm saying that this company has a moat that is so large and being VALIDATED so strongly by the numbers that I once again ask myself every time after an earnings why I don't have more -- which is why I bought more after earnings. Buying here in 10 days may be risky but not in 10 years which is why I continue to add. Also, another point on valuation -- if the stock were to get hit by 20% like many have been saying for Palantir to go to $120 or below, AFTER THESE results, then I think many people would see that as a very attractive opportunity. The dips get very easy to buy when a company of this caliber continues to execute at this rate so if for some reason we need to see some serious drawdown, now that we have growth guidance at these levels, it does not make it that scary to buy more. Finally, I just want to say that I am really, really grateful for what Palantir has done for my life. I met so many of you at the NYC meetup (pics coming soon!) over the weekend that took a chance on me as a creator talking about this company 4 years ago and Palantir the company and it has changed so many lives and because of you all that have consumed my content, it has allowed my dreams to come true. I don't take that lightly and I am humbled beyond imagination. Palantir has given me a platform, it's given me an audience, it's given me financial freedom, and it's given me the obsession and drive to continue covering what is the single most exciting and misunderstood company on the planet, just like I was 4 years ago when I was making videos about the company in my parent's basement. Emotional isn't even the word when I see an earnings like this and knowing how hard the employees work to get these results and how much they care about the mission just makes the ability to cover the company and play a small part in their journey that much more special. I've had the privilege of meeting Dr. Karp a few times and he consistently has told me that the loyalty and trust the individual investor had with their own capital in this name is one of the driving forces for why he is so excited to continue executing at a level that we haven't seen before. Congrats to everyone who took a chance on this name years ago and to those who took a chance on me with covering this name. It has changed my life, Palantir has changed all of our lives, and the fun part is...the story really feels like it is just beginning.

@amitisinvesting Very well stated Amit!! Karp and company has changed my family’s trajectory for the better!