QaZz - Qasim

JD Vance just absolutely ROASTED the leaders of Europe for being a bunch of sniveling babies when it comes to Elon Musk: "If American democracy can survive 10 years of Greta Thunberg’s scolding, you can survive a few months of Elon Musk." 😂😂

$PLTR valuation makes ZERO sense But then why do institutions keep buying it? What do they know that you don't? I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way Palantir has monopoly on Automated Governance, serving as the ultimate Operating System for Data and Global Decision-Making. The world is starting to see the massive benefits of AI agents developed on the Palantir platform, which boost efficiency, drive higher earnings, and outpace the competition. Over time, Palantir will reign supreme among AI agents, with all other AI entities eventually integrating into the powerful Palantir Ecosystem. This is just the beginning. Think of $MSFT Windows. Before Windows, people relied of MS-DOS (which is another OS) and before that it was CP/M which were really bad Operating Systems. The Tools didn't talk to each other. You couldn't multitask. You couldn't perform Technical Analysis while at the same time executing the trades. You couldn't stream your games on Youtube while playing it. It was limited and fragmented into separate sessions and executable files (.exe). You were LIMITED, much less efficient. It is exactly the same for all Governments and Corporations and right now. They've grown so big, beyond scalability. Tons of data are being generated by too many programs, locations and departments. Each source of data have different expertise of people with totally separated ownerships and power over the data (e.g. Business Dept. vs Manufacturing Dept). Just like it was inefficient or impossible for MS-DOS to transfer data from one application to another in real time. It is inefficient to transfer the data from one department to another for a simple decision-making. It takes so much time, resources and too many meetings. It could take days if not weeks to get it done. Why? Because of ownership and qualifications over the data. If you don't work in the Business department then you don't qualify to play with that data. If you don't work in manufacturing department, you can't own the data. So in order to unify the two data sources. You are reliant to different groups. That's only one small example. Think of your responsibilities in your own household. One partner is probably more accurate on handling the grocery list and school events while the other is more reliable in fixing cars and backyards. As a 3rd person (perhaps an accountant), you would be reliant on each of them to provide the receipts for their own spendings. This is where Palantir's Ontology kicks in. Voila, it unifies every single data source and specialties within the company. Think of Palantir's Ontology as a digital map for a company's data. It organizes all the information in a way that makes sense, connecting different pieces of data to each other and to real-world things, like products, equipment, or customer orders. Imagine you have a messy room with all your stuff scattered around. The Ontology is like a system that helps you organize everything neatly, so you can find what you need quickly and easily. It's a way to make sense of a lot of data and use it effectively. Palantir solves scalability and reduces big corporations and governments down to its core principles, to make a good decision. With Palantir, it is much easier to grow, digitally. “There were 5 exabytes of information created between the dawn of civilization through 2003, but that much information is now created every two days.” — Eric Schmidt “Information is the oil of the 21st century, and analytics is the combustion engine.” — Peter Sondergaard “Without big data, you are blind and deaf and in the middle of a freeway.” — Geoffrey Moore Companies don't like to be blind and deaf in the middle of a freeway nor to be underperforming to be punished by the stock market. Eventually, all the data we generate will be more complex and too much for humans to digest them all. We will eventually need a AI to do that job for us but more importantly we need a stable platform for AI agents to stand on, you can't throw an AI agent in the water and expect to swim. AIs need.. ONTOLOGY. Think of AI agents as Culinary Chefs. The Palantir AI chefs will have all the ingredients and tools in ONE COMMON PLACE to make magic happen, enabling on-the-fly decision-making without the hindrances of bureaucracy or data ownership issues. This unity is the game-changer. Palantir is... A Super Integration Company And that is vastly more superior and transformative than the hype of 'AI' You can hire the best Chef in the world but without fresh ingredients and tools, he will never be effective. So that's why it's not just about AI agents, it's more about what's available to them, a unified kitchen full of many ingredients, recipes, assistants and tools. PALANTIR ONTOLOGY is precisely that Kitchen, an Operating System of Data and Global Decision-Making Just like how $MSFT has become essential to our every day lives, $PLTR will become essential to every single businesses and governments in the world. It's just matter time. The monopoly is here to stay. Is $PLTR valuation through the roofs? Hell Yeah, but what's the alternative? NONE

Auvelity (AXS-05) from $AXSM: Auvelity (AXS-05) is a formulation compound of dextromethorphan and bupropion using Axsome's metabolic inhibition technology. It is a NMDA antagonist and Simga-1 agonist. It is already commercial under the name Auvelity for Major Depressive Disorder (MDD). Major Depressive Disorder is a mental disorder characterized by persistent depressed mood and loss of interest. It affects about 18 million people in the US Based on the data, they have Breakthrough Therapy designation for this indication. The data showed the MADRS score declined -3.87 indicating improvement. Responses were shown in 54% of patients. MDD is a very competitive space with many therapies and patients often relapsing or not achieving remission on a single therapy. The company expects they could do $1.5 billion to $3 billion in sales. AXS-05 is in multiple phase 3 trials for Alzheimer's Disease Agitation. Alzheimer's Disease is a progressive neurodegenerative disorder affecting upward of 7 million people in the US. Alzheimer's Disease Agitation can affect up to 70% of Alzheimer's patients. Agitation is defined as Aggressive Behavior, Emotional Distress and Irritability. AXS-05 is in two phase 3 trails called ACCORD and ADVANCE. They have Breakthrough Therapy Designation for Alzheimer's Disease Agitation from the FDA. The data showed a clinically significant reduction in the CMAI score of 48% vs 38% in placebo. They showed 73% of patients achieved a 30% or better improvement. Alzheimer's Disease Agitation is a competitive space with several drugs approved in this indication. The company anticipates this indication could yield $1.5 to $3 billion in revenues. AXS-05 is in a Phase 2/3 trial for Smoking Cessation. There are over 40 million Americans that smoke and upward of 70% of them indicate a desire to quit. They had an investigator sponsored trial done by Duke University. Based on the results of that study, Axsome initiated a Phase 2/3 trial for Smoking Cessation. This is a very competitive space with an ever-shrinking population. I quit smoking 8 years ago using the patch. There are a lot of low cost and effective quit smoking products. The company expects they could do $500 million to $1 billion revenues. All in, based on the good data and Breakthrough Therapy designations in MDD and Alzheimer's Agitation, I think the company could do between $2 billion and $5 billion in peak sales for Auvelity (AXS-05).