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FDE: Fully Dominating Earnings
Ontology + AI agents just ran the table
Palantir@PalantirTech
Palantir reports Q1 ‘26 U.S. revenue growth of 104% Y/Y and revenue growth of 85% Y/Y; raises FY ’26 revenue guidance to 71% Y/Y growth and U.S. comm revenue guidance to 120% Y/Y, crushing consensus expectations. Q1 U.S. commercial revenue grew 133% y/y and adjusted operating margin was 60%. We also generated $871 million in Q1 2026 GAAP net income, representing 53% margin and 307% Y/Y growth.
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Never seen so much Andrew Sorkin dick riding like today.
He is literally Ken Griffin from Temu.
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$GME GameStop CEO Ryan Cohen’s full interview with CNBC this morning and the $56B $EBAY deal — he takes a couple digs at CNBC regarding their past comments about #GME
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BREAKING 🚨 $GME BREAKS $26 AS RUMOURS OF A VERY VERY VERY BIG ACQUISITION RECIRCULATE AMONGST REINVIGORATED RETARDED RETAIL INVESTORS ACCORDING TO MICROBIOMES FAMILIAR WITH THE MATTER
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@BarkingPuppy8 @SwamiKnows_ @tonedrop2002 @mpviper1989 @TylerHODL17 @eth_exy It's not much, but here we go
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BERKSHIRE HATHAWAY DIRECTOR CHRIS DAVIS ON WHY GREAT OPERATORS ARE THE MOST OVERLOOKED ALPHA IN INVESTING:
"Nobody looks at LeBron and thinks 'I could do that.' But people are very quick to figure the ones who did well in business just got lucky."
His example: Jamie Dimon's career arc.
"Commercial Credit → Primerica → Travelers → Aetna → Citi. Then Bank One, where he wrote one of the best first investor reports. Then JPMorgan, which had completely lost its way, gone from preeminence to almost irrelevant. He turned it into a company not even in the same category as its peers."
His point: most investors don't recognize this kind of operator until it's too late.
"You go visit a company and you meet one person who is just better. It's like watching LeBron play at 18 and thinking 'oh yeah, he's different.' People underestimate that in business."
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Michael Burry just made up a new term:
💉🔝
Not a tank top.
Not a tipsy top.
Not a blow off top.
…But a needle top.
Gotta admit, guy is creative…
Cassandra Unchained@michaeljburry
Markets have never seen a needle top.
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Markets have never seen a needle top.
Cassandra Unchained@michaeljburry
Shorts are not forever.
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My favorite thing is when people think we are competing with them.
Competition is for losers.
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