EE

@Micro2Macr0 Best of luck Jesse 💪🏻

I haven't talked about this since my right nut surgery 😂,but I have a Lipoma in my right leg that has been growing and is pressing up against the femoral artery in my leg. I've been told it's NOT cancerous but won't know for sure until it's been removed. It's been bothering me more and more and now is causing stabbing pains in my leg. I will most likely have too have surgery soon. Just wanted to give you all a heads up if I go dark all of a sudden. I don't really pray 🙏 much, but I will gladly take all of them that anyone wants to give. Just in case things don't go well, I wanted to take the time to thank you all for the experience I've had both in here and YouTube. Love ❤️ you all.

Tokens are capex. They are the fuel of the AI factory. Run that factory at 50% effective capacity because of bad planning, weak controls, and high waste, and growth eventually means buying more factory. Run it at 95%, and you unlock growth without immediately adding capacity. That’s the point. Palantir has spent years helping institutions compound value by making the physical world more efficient. Evolve does the same thing for the token economy.

$PLTR The biggest concern around Palantir over the past 2 years has been its valuation. That concern should not be that relevant anymore. If we are looking at other companies in Software, $SNOW and $CRWD are trading at HIGHER multiples on a NTM EV/EBITDA yet they are growing 2x LESS than Palantir and at 2x WORSE margins, as shown in the chart below by Arny. You want to know what’s even worse? The TTM GAAP profits for all 3: Palantir did $2.28B in GAAP net income, actual profit coming down to the bottom line. Snowflake LOST $1.33B and Crowdstrike LOST $162M! $SNOW and $CRWD can’t produce a GAAP profit, have significantly worse margins and have significantly less growth but are getting a HIGHER multiple. This is not to say that Snowflake or Crowdstrike are overvalued or don’t deserve the premium they are getting, but it is to say there is a massive valuation disconnect and anyone screaming that Palantir is expensive cannot make that argument relative to every other company in SaaS. Better margins, faster growth, profitable…and basically guided to 100% topline growth next year. This is obvious. If the market is willing to continue giving these premiums to software companies as the “AI destroying software” narrative goes away, Palantir should continue to gain momentum.

@iamtomnash @nuck_luck40 Sensible 👍🏻

@nuck_luck40 Just creatine

I almost don't recognize myself in this video from 7 months ago...

$PLTR short sellers and Michael Burry Practicing Pain Management when @PalantirTech gets back to $200. Not Financial Advice! DYOR!

Everyone: We are launching Forward Deployed Engineering - FDEs @ssankar in 2009:

100% agree. I recheck it every day and tbh many nights as well since it is my biggest position. I have not scrutinized anything this thoroughly in my entire life. I hope I will have the strength to adapt and walk should need be. But I have a very high bar regarding selling high conviction stocks, try to let the winners run.

@C0llaborate Maybe but having conviction doesn’t mean not rechecking risk what part of your PLTR thesis still feels most asymmetric to you today?

$PLTR: why shouldn't I go all-in?

Why I wont sell $PLTR in four photos:

Thomas Cavanagh Construction locked in an 11-year Palantir deal to 2035. $120M Ottawa contractor with 700+ staff replaced every legacy system with one Foundry operating platform. 97% of workers now run daily ops on it. Palantir becoming the backbone for the physical economy. $PLTR

$PLTR 반도체 FOMO가 미친 듯이 몰아치는 이 장에서, 나는 현금 비중을 유지한 채 팔란티어 하락분만 조용히 줍고 있다. 주변에선 이해 못 한다. 나도 안다. 지금 이 선택이 단기적으로는 바보 같아 보인다는 걸. 그런데 어느 순간부터 시장이 PLTR에게 던지는 질문 자체가 틀렸다고 느끼기 시작했다. "앤트로픽·OpenAI가 다 잡아먹는데 팔란티어가 살아남아?" 아니. 팔란티어는 LLM이 아니다. 그 LLM들이 그 위에서 돌아야 하는 OS다. Windows에서 Linux로 조직 전체를 갈아타본 사람은 안다. 그게 얼마나 끔찍한 일인지. 수천만 줄의 코드, 20년치 전장의 상처, 조직의 신경계로 박혀버린 온톨로지. 이걸 바이브코딩으로 복제한다는 건 자전거 타는 법을 글로 완벽히 써내겠다는 것과 같다. 2026년 2월, 헤그세스 국방장관이 앤트로픽에 "제한 풀어라"라고 했고, 다리오는 거부했다. 2억 달러가 그 자리에서 날아갔다. 시장은 이걸 앤트로픽의 손실로 읽었다. 나는 다르게 읽었다. 그날 두 회사의 코드에 서로 다른 철학이 영구적으로 새겨진 사건이라고. 앤트로픽 코드엔 앞으로도 영원히 '전장의 DNA'가 없다. 다리오가 내일 마음을 바꿔도 못 만든다. 사람들은 SaaSpocalypse를 두려워한다. 맞다, 얇은 SaaS는 죽는다. 그런데 OS는 안 죽는다. 오히려 LLM 시대일수록 'LLM이 어느 기반 위에서 도는가'가 모든 걸 결정한다. 그 기반이 팔란티어 온톨로지다. 죽일 수 있는 게 아니라 깔려야 하는 것이다. 그래서 나는 반도체 FOMO에 휩쓸리지 않는다. 반도체는 사이클이고, OS는 인프라다. 세상이 더 위험해질수록 우크라이나, 중동, 미중, 유럽 징병제 부활 등 팔란티어에 발행되는 청구서는 더 길어진다. 전쟁이 그들의 R&D 실험실이 되는 구조니까. 이제 느껴진다. 경험과 암묵지로 굴러가던 산업들이 어떤 '기반(Ontology)' 위에서 확실한 의사결정을 내리기 시작할 때, 단기 주가 등락은 더 이상 의미가 없어질 수 있다는 사실을. 팔란티어 주가가 $136에서 하락하는 지금, 시장은 무엇을 보고 있고, 나는 무엇을 사고 있는 것인가?

In Japan, billions are spent on elder care, but over a third is lost to inefficiencies — affecting care quality. SOMPO and #Palantir's platform integrates 100s of datasets to power smart care decisions. Plans that once took 30 min can be made in seconds: bit.ly/3BZ8I8E

So wait until you see what Apollo has become. I am cooking up a demo and video for you all. The idea is that infinitely more code is being generated, attack vectors and identifications are increasing at an exponential pace (see glasswinf, mythos, ChatGPT cyber), and the number of endpoints to deploy software has increased exponentially. How do you manage this heterogeneous estate that just got exponentially more complex in all dimensions? You need Ontology Primitives for Software Distribution through Apollo to help identify, remediate, patch, secure, rollback, and deploy in seconds and minutes, not weeks and months. It is the power of Ontology + AIP + Apollo that is the magic here.

@PalmerLuckey Good one! Inspiring to us all !

$PLTR Starting to think Palantir might be more than just an LLM wrapper??

@iampumba @GazzettaFerrari LOL!

@GazzettaFerrari They did it so it so poorly so it can have unlimited energy to power it

🚨 | Luca Cordero di Montezemolo on the new Ferrari Luce: "If I said what I really think, I'd harm Ferrari. We're risking the destruction of a myth, I'm very sorry about that. I hope they at least remove the Prancing Horse from that car"

AI solved software creation. Now comes software distribution. The future will not run on blind deployment pipelines. Apollo provides the Ontology Primitives for Software Distribution. Deploy. Patch. Rollback. Validate. Govern. AI-native velocity with human accountability.