EU unanimously approved €800 billion for defense spending, "ReArm Europe." How much of that could be Defense or Warp Speed Software?

Summary: Bullish PLTR as a beneficiary of EU's €800B ReArm Europe defense spending initiative.

structural marker; pre-classified as canonical yfinance ticker

🇪🇺 $PLTR WOW. EU unanimously approved €800 billion for defense spending, "ReArm Europe."

This initiative aims to enhance Europe's defense capabilities, promote strategic autonomy, and respond to the shifting global security landscape, particularly in relation to U.S. policy changes and tensions with Russia.

How much of that could be Defense or Warp Speed Software? 🤔

$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 https://t.co/XGLRmO7rq8


Summary: Bullish Palantir: Warp Speed MRP capability will expand TAM.

@AndyRenfrew @ssankar Yes I did notice it was for Material Resources Planning. I have used something similar before.. Agile based, very very bad and outdated. I have used it for 2 years and I hated it. I am bullish on Warp Speed. It will increase the TAM for palantir.

@TradexWhisperer @ssankar MRPSpeed (component of WarpSpeed) team started cooking just after Labor Day last year.

All the way at the end of the clip - gotta listen carefully for those nuggets…


Summary: Contrarian long MU: crowd sentiment on X says bounce is fake, author thinks it is real.

@skhrj0 Hi Dot, for the sake of patreon supporters, I cannot share the specifics. Some are still red!

The real question is..  bounce is real or not. The surveys around X says is not which makes me think it is (contrarian)

@TradexWhisperer MU got a blue candle? 😆


Bargain of the Century. Micron HBM revenue grew 52% sequentially. These chips directly enable Blackwell and Rubin GPUs, the center of AI revolution.

Summary: Strong long on MU: cheapest valuation (2.2x fwd P/S, 11.7x PE) vs peers, HBM revenue up 52% sequentially, central to AI GPU supply chain.

🤯 Get ready to be MIND BLOWN

Forward P/S and PE ratios
$MU: 2.2 and 11.7
$AMD: 6.1 and 21.7
$NVDA: 12.3 and 25.3
$AVGO: 17.1 and 29.4
$PLTR: 68.8 and 172.4

Micron HBM revenue grew 52% sequentially. These chips directly enable Blackwell and Rubin GPUs, the center of AI revolution.

Bargain of the Century.

$MU: $75B Market Cap, $8.1B revenue last qtr
$AMD: $138B Market Cap, $7.8B revenue last qtr
$PLTR: $213B Market Cap, $0.8B revenue last qtr

You can't undo what you've seen.
Micron is the Bargain of the Century.


Summary: Bullish on PLTR, highlighting Nasdaq partnership and ONTOLOGY/AIP integration as a durable positive catalyst.

A Bullish Throwback to $PLTR and @Nasdaq Partnership Making Financial Markets Great Again

"We are so excited to partner with Palantir. We are working with Palantir to create a custom ONTOLOGY of all our structured and unstructured data across investors value chain. We are creating custom workflows through AIP to help unlock insights and efficiencies across the entire workflow and investor professional and what that's gonna do is it's going to help every public company that we work with to figure out who their next great investor is going to be and that's gonna help all of our corporate clients maximze their valuations by leveraging unique data and expertise of nasdaq and technology of Palantir"


Summary: Bullish PLTR: Navy has no viable alternative given integration and real-time unstructured data requirements.

@Smokehbear @USNavy My takes is.. unless Navy is willing to wait years in the making for this 'new' system from a different company that supposedly needs to be integrate-ble with other DoD systems and handle unstructured data in real-time.... lol, they MUST choose $PLTR.

@TradexWhisperer @USNavy They have to offer it. Only one can fill the roles requested. I think we know they will choose $PLTR


Summary: Shares bullish PLTR growth forecasts: 27% earnings, 21% revenue CAGR, 26% EPS growth, 23% ROE in 3 years.

$PLTR Palantir Technologies is forecast to grow earnings and revenue by 27.1% and 21.3% per annum respectively. EPS is expected to grow by 25.9% per annum. Return on equity is forecast to be 22.7% in 3 years. https://t.co/GgaCgtONjn

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$PLTR $RKLB $HIMS

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Palantir is the king of it. Existing revenues = more sticky. Future revenues = highly likely since Pentagon wants more Lethal Software

Summary: Bullish PLTR: sticky existing revenues + high-probability future Pentagon contracts as the leading lethal-software provider.

@hghumphrey Somewhat yes.

Existing revenues = more sticky
Future revenues = highly likely since Pentagon wants more Lethal Software and Palantir is the king of it.

@TradexWhisperer Do you think PLTR will be the major benefactor or do you think any/all defense contractors will benefit somewhat equally from this?


🔥 $PLTR "Hegseth's Software Memo Can Start a Revolution"

Summary: Bullish PLTR; Hegseth DoD software reform memo seen as a catalyst for Palantir's defense business.

🔥 $PLTR "Hegseth’s Software Memo Can Start a Revolution"

"When it comes to software acquisition, we are overdue in pivoting to a performance-based outcome and, as such, it is the Warfighter who pays the price."

"It is a top priority for DoD to reform its acquisition processes in order to acquire, deliver, and iterate on our weapon and business systems including software at speed and scale for our Warfighter."

https://t.co/MGlV16xgYs


Summary: Bullish MU on HBM momentum, reinforced by former TSMC chairman joining the board hinting at deeper HBM collaboration.

$MU HBM Train Incoming

Micron Strengthens Board with Former $TSM Chairman Mark Liu, Hinting at Deeper HBM Collaboration https://t.co/Yy1Fw2VYhC

---

https://t.co/9XvJNQZyDW


Summary: Bullish PLTR; endorses it as the most powerful software in the industry.

@Anilniraula Most powerful software in the entire industry

@TradexWhisperer $PLTR can be in front of the line 🚀


$HIMS is such an interesting name to hold. The price fluctuations are wild to say the least but at the same time it gives you--strangely--a level of confidence to hold this name for the long term.

Summary: Holds HIMS long-term; volatility gives confidence to stay in the position.

Drug Manufacturers - Specialty & Generic

💰 $HIMS Such an easy way to protect & boost profits

Weekly BLUE candle: Buy
Weekly PINK candle: Sell

Rinse and Repeat. We will notify our group of the next BLUE weekly candle. Stay tuned! https://t.co/Uu6Gbi85qN


I hold 1,285 $MU shares with no plans to sell until two conditions align: DRAM/NAND prices have fully recovered, Micron's HBM3(e) and HBM4(e) market share reaches about 20-25%

Summary: Long 1,285 MU shares; holding until DRAM/NAND prices fully recover and HBM market share hits 20-25%, aided by Samsung falling behind and 2-player HBM market dynamic.

❗ $MU Earnings Tomorrow!

Micron’s Dual Role: What sets Micron apart is its foothold in both B2B and B2C markets. High-bandwidth memory (HBM) for AI data centers grabs headlines, but DRAM and NAND—core components in smartphones, gaming PCs, laptops, tablets, and cars—still drive the bulk of sales. If tomorrow’s consumer segment guidance beats expectations, it could signal returning consumer confidence, hinting that demand for these goods is bottoming out. I’ve noticed DDR5 DRAM prices spiking significantly over the past few months, suggesting Micron’s next wave of contract prices with customers could climb higher—a potential tailwind.

Market is growing a bit numb to AI hype so a strong news from consumers segment could be the next market driver.

Lastly, there is a lot of news around Samsung falling behind in DRAM & HBM developments. I personally met with Principal engineers from Samsung and the stories they tell me, they are all music to my ears. Why? Micron has never been in a 2-player market before, it was always 3 or 4. If HBM is shared only between SK Hynix and Micron, then this is golden market.

My Position: I hold 1,285 $MU shares with no plans to sell until two conditions align:

-DRAM/NAND prices have fully recovered
-Micron's HBM3(e) and HBM4(e) market share reaches about 20-25%.

SK Hynix currently dominates with ~90% of HBM3e share, so there's room to grow especially with Micron’s HBM3E leading the industry with about 30% lower power consumption.

Technical Setup: Micron Technology has been consolidating in a wedge pattern for the past six months, with its current price at $101.70—just below a key volume shelf (red line). Earnings drop tomorrow, March 20, 2025, a day after the FOMC rate decision, adding extra weight to the outcome.

$MU

NAND prices to be hiked 10% next month

DRAM DDR5 spot prices bottomed last month and have risen 6.3%


Summary: Bullish RKLB on massive $5.6B national security launch contract award shared with strong endorsement.

🚨 $RKLB Holy Shit Huge Contract Awarded

Rocket Lab National Security LLC and Stoke Space Technologies Inc. have been awarded a multiple-award, firm-fixed-price, indefinite-delivery/indefinite-quantity contract with a maximum cumulative ceiling of $5,600,000,000 for the National Security Space (NSS) Launch Phase Three Lane One fiscal 2025 on-ramp. The contract is for launch services delivering NSS payloads into their intended orbits. The location of performance will be determined at the task order level. The contract will include a four-year, two-month ordering period, which will go through June 2029, with an option for an additional ordering period of five years. This award is the result of a competitive acquisition; the solicitation was posted to https://t.co/cTupi0faOJ and three offers were received. Fiscal 2025 space procurement funds in the amount of $10,000,000 (the cumulative amount for the minimum guarantee) are being obligated at the time of award. Space Systems Command Assured Access to Space, Los Angeles Air Force Base, El Segundo, California, is the contracting activity.

It's 2025 and NEUTRON is coming

Single Neutron launch: $55M
Last quarter revenue: $106M

$RKLB forecasts that Neutron will be capable of launching 98% of all payloads through 2029. Two dedicated Neutron launches are already booked for 2026 & 2027.

Neutron is reusable rocket https://t.co/9kypR65W3S


Summary: Long-term bullish on PLTR, MU, RKLB, HIMS, DOCS as top growth stocks with fundamental and AI-driven theses.

🔝👍 Top Long Term Growth Stocks:

1 - $PLTR: Most Powerful Software on Earth. Lethal Machine Learning. Super Integration Company.

2 - $MU: Automotive, Mobile, Compute and AI Memory Solutions. HBM (AI) revenue expected to match DRAM. Forward PE ratio of ~11, Bargain of the Century.

3 - $RKLB: End-to-End Space Company. Electron Versatility. Neutron Potential.

4 - $HIMS: Online Healthcare Platform. Personalized Solutions. Solid Userbase / Web-Traffic Growth.

5 - $DOCS: Leading Digital Platform for Medical Professionals connecting over 80% of U.S. physicians for secure networking, medical news, and career growth. Telehealth and AI tools streamline virtual care and clinical workflows. Revenue from subscriptions and advertising.

Unlock exclusive focus charts for these stocks on our Patreon. We empower you with rare Blue/Pink smart candle insights 👇

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HBM (AI) revenue expected to match DRAM. Forward PE ratio of ~11, Bargain of the Century.


End-to-End Space Company. Electron Versatility. Neutron Potential.


Online Healthcare Platform. Personalized Solutions. Solid Userbase / Web-Traffic Growth.


Leading Digital Platform for Medical Professionals connecting over 80% of U.S. physicians


Summary: Bullish PLTR on Army ranking TITAN as a top-performing program; 'on fire' endorsement.

🪖 $PLTR "Palantir's Intelligence-Gathering Truck Rated a Winner by Army"

Palantir is on 🔥 https://t.co/2oV5pj7OMf

🚨 $PLTR TITAN ranked by Army leaders as among their top-performing programs.

Just starting. https://t.co/Vc6tYXuCPl


Summary: Bullish PLTR on Paraxel healthcare partnership driving 50-75% efficiency gains and AI-powered clinical data platforms.

🏥 $PLTR Paraxel Partnership Makes Healthcare Great Again

"50-75% REDUCTION: Improvements in speed, accuracy and utility decision-making at critical trial milestone"

"Next Generation Clinical Data Platforms: Foundry and AIP transform clinical data management from largely manual efforts compiling data and documentation to an Al- powered process"

"10-12 weeks to submission readines. Earlier access to submission-ready trial data fuels early safety analyses and reduces time-to- market for new therapies."

Bullish 🔥


Still ZERO direct cancellations for Palantir... Palantir = Efficient / Value

Summary: Bullish PLTR: zero DOGE contract cancellations vs competitors; author concludes Palantir is efficient and valuable.

⁉ $PLTR A total of 9667 contracts have been cancelled by the @DOGE, a staggering TCV of $17,146,027,211.71. Here's the breakdown by each 'Consulting' firm:

Deloitte: $586,388,496.47
APTIVE HTG: $338,831,141.44
IBM: $247,430,278.65
Black Canyon Consulting: $97,723,690.00
Ernst & Young: $94,721,874.13
Booz Allen Hamilton: $75,555,931.87
Accenture: $75,245,278.37
RB Consulting: $58,721,937.44
Applied Eng. Manag.: $53,482,522.18
LMI Consulting: $51,960,147.89
Mcking Consulting: $45,227,455.28
Evoke Consulting: $35,530,519.97
Summit Consulting: $27,578,064.02
Eagle Hill Consulting: $27,452,685.24
Chevo Consulting: $24,156,120.55
Octo Consulting (IBM): $22,733,950.10
Sprezzatura Consulting: $20,777,715.53
PBG Consulting: $19,814,712.15
Akima Data: $18,214,184.28
IS Consulting: $14,170,040.10
Kaiva Tech & Strat: $13,274,646.29
Censeo Consulting: $10,981,668.35
Bloomberg: $6,578,305.15
Potomacwave Consulting: $6,047,990.62
Cambio Consulting: $3,639,038.56
Thundercat: $2,931,344.41
Tesla Laboratories: $904,600.00
L3Harris: $0

Highlights:

Deloitte went from $128M to $586M almost 5x. $67M of that came from IRS, "TRANSFORMATION" contract. Red flag.

IBM went from $40M to $270, a $230M contract from IRS for "MODERNIZATION" was cancelled. Epic Fail.

Accenture went from 59M to 75M, a sizable increase. Booz Allen Hamilton went from $50M to $76M, also significant.

Lastly, as for Palantir: $0

Still ZERO direct cancellations for Palantir. I even digged through the contracts of Thundercat, Booz Allen and some Deloitte--as they have partnerships with Palantir--and none of them mentioned Palantir but I can neither confirm nor dismiss. Chances are very low, IMO.

Conclusion? Palantir = Efficient / Value

Source of raw data: @DOGE


Palantir $PLTR - Partnering with SpaceX and Anduril, likely contributing AI-driven data analytics and software for missile tracking and command-and-control systems.

Summary: Multiple defense names flagged as Golden Dome beneficiaries: PLTR, LMT, RTX, NOC, LHX, BA all positioned as contenders for the missile-defense program.

Golden Dome Non-Traditional Commercial Contenders:

Palantir $PLTR
-Partnering with SpaceX and Anduril, likely contributing AI-driven data analytics and software for missile tracking and command-and-control systems.

@anduriltech
-Part of the SpaceX-led bid, bringing expertise in drone technology and autonomous systems to enhance sensing and tracking capabilities.

@SpaceX
-Proposing a constellation of 400 to over 1,000 satellites for sensing and tracking, with a separate fleet of 200 attack satellites (though not involved in weaponization).

-Estimated costs for preliminary engineering and design range from $6 billion to $10 billion.

-Pitching a subscription-based model where the government pays for access rather than owning the technology, raising concerns among some Pentagon officials.

Major Defense Contractors (Traditional)

Lockheed Martin $LMT
-Actively positioning itself as a key player, leveraging its experience with missile defense systems like THAAD, PAC-3, and Aegis.

-Created a dedicated Golden Dome website, emphasizing its "proven, mission-tested capabilities" and partnerships with commercial and emerging tech companies.

-Involved in the Missile Defense Agency’s (MDA) National Team for Command, Control, Battle Management, and Communications (C2BMC).

-Eyeing contributions from its F-35, Sentinel A4 radar, and TPY-6 radar systems

Raytheon $RTX
-A major contractor for existing missile defense systems, including Patriot (PAC-2 and PAC-3), Aegis Ashore, and Ground-based Midcourse Defense (GMD).

-RTX’s CEO has expressed interest in adapting existing systems for Golden Dome, citing their role in Israel’s Iron Dome.

Northrop Grumman $NOC
-Engaged in discussions with the U.S. government regarding Golden Dome, as confirmed by CEO Kathy Warden.

-Involved in GMD and other missile defense programs, with expertise in sensors and interceptors.

L3Harris Technologies $LHX
-Expanding its space manufacturing capacity, particularly in Fort Wayne, Indiana, to support Golden Dome.

-Holds over $2 billion in missile-tracking satellite contracts with the Space Force’s Space Development Agency (SDA) and MDA.

-Focused on producing payloads and satellites for space-based sensing.

Boeing $BA
-A key contender for the Golden Dome project, leveraging its extensive experience in missile defense and space systems. Specifically, Boeing is pitching two existing product lines for the project

-X-37B Spaceplane: A reusable orbital test vehicle used for experiments and operational concept testing since 2010. It could support the rigorous testing needed for space-based interceptor technology and sensor networks. Boeing has built two X-37Bs and has the capacity to produce more if required. Its recent seventh mission in March 2025 demonstrated an aerobraking maneuver, showcasing its potential for flexible orbital operations.

-Foo Fighter Satellites: Through its subsidiary Millennium Space Systems, Boeing is developing missile-tracking satellites for the Space Development Agency’s “Foo Fighter” program. These satellites, equipped with L3Harris sensors, are designed to detect and track hypersonic missile threats. Boeing is under contract to build eight of these satellites, along with associated ground systems, which could be scaled for Golden Dome’s custody layer (missile detection and tracking)

The frontrunners of GOLDEN DOME project are $PLTR @anduriltech and @SpaceX but also $LMT and maybe... $BA


Lockheed Martin $LMT - Actively positioning itself as a key player, leveraging its experience with missile defense systems like THAAD, PAC-3, and Aegis.


RTX's CEO has expressed interest in adapting existing systems for Golden Dome, citing their role in Israel's Iron Dome.


Northrop Grumman $NOC - Engaged in discussions with the U.S. government regarding Golden Dome


L3Harris Technologies $LHX - Expanding its space manufacturing capacity, particularly in Fort Wayne, Indiana, to support Golden Dome.


Boeing $BA - A key contender for the Golden Dome project, leveraging its extensive experience in missile defense and space systems.


Summary: Bullish Palantir: more AI infrastructure and smarter LLMs drive AIP platform wins.

@delfino7273 More AI infra -> smarter LLMs -> Palantir AIP wins.

@TradexWhisperer Palantir? does this have anything to do with all this??


Summary: Shares analyst consensus PT of $5.74 implying +44% upside for GRAB over 12 months.

$GRAB 12-Month Forecast by 27 Analysts is $5.74, a +44.1% upside 🔥 https://t.co/S73mEsmMRI


DDR5 DRAM spot prices have bottomed last month. DDR5 spot prices have gone up by 5-7% in the last three weeks. DDR5 share is only going go up in 2025/2026

Summary: Bullish MU: DDR5 spot prices bottomed and rising 5-7%, with DDR5 share expanding through 2025/2026.

$MU It appears that DDR5 DRAM spot prices have bottomed last month.

DDR5 spot prices have gone up by 5-7% in the last three weeks.

DDR5 makes up 65% of the market while DDR4 is roughly 30%. DDR5 share is only going go up in 2025/2026.


$PLTR Department of Defense is 'Directing Modern Software Acquisition to Maximize Lethality'

Summary: Shares DoD software acquisition directive as a bullish catalyst for Palantir, implying it benefits as the leading defense software platform.

🚨 $PLTR Department of Defense is "Directing Modern Software Acquisition to Maximize Lethality"

"DoD has lagged in transitioning from a hardware-focused to a software-driven acquisition model. This delay hampers our performance-based outcomes, leaving the Warfighter to bear the cost."

Purpose

The Department of Defense (DoD) must recognize that software-defined warfare is not a future concept—it is the reality shaping our operations today. Software underpins every weapon and supporting system we deploy to maintain our position as the world’s most lethal fighting force. While commercial industries have swiftly adapted to a software-centric product landscape, the DoD has lagged in transitioning from a hardware-focused to a software-driven acquisition model. This delay hampers our performance-based outcomes, leaving the Warfighter to bear the cost.

Directive

Reforming DoD’s acquisition processes is an urgent priority to deliver weapon and business systems—including software—at the speed and scale our Warfighters require. To achieve this, I am directing the following actions:
Adoption of Software Acquisition Pathway (SWP):
Effective immediately, all DoD Components will adopt the Software Acquisition Pathway as the preferred method for software development within business and weapon system programs. This shift will enable rapid iteration and delivery of digital capabilities aligned with commercial technology advancements.

Maximizing Existing Authorities:

For programs meeting threshold requirements under Title 10, U.S.C., § 3458 or Title 10, U.S.C., § 4022, Commercial Solutions Openings and Other Transactions will serve as the default solicitation and award mechanisms for SWP efforts. This applies to all software pathway programs in the planning phase prior to execution.
Elimination of Restrictive Guidance:
DoD Components are prohibited from issuing additional restrictive measures, guidelines, frameworks, directives, or policies beyond statutory requirements that could impede this transition.

Implementation

The Under Secretary of Defense for Acquisition and Sustainment, in collaboration with the Director of the Defense Innovation Unit, will develop and submit an implementation plan within 30 calendar days. This plan will outline steps to align contracting strategies, leverage the commercial ecosystem, and ensure our systems evolve faster than our adversaries can counter.

Conclusion
By maximizing existing authorities and embracing a software-centric approach, the DoD will deliver scaled capabilities, enhance battlefield adaptability, and sustain our lethality. This is not an option—it is an imperative. Immediate action is required to close the gap between commercial innovation and military readiness.


Summary: Bullish MU on HBM4 ramp in 2026 with 60%+ bandwidth improvement over HBM3E, well-positioned for next-gen demand.

$MU is about to get real competitive with HBM4

"The timing of our HBM4 is aligned to our customers requirements"

Looking ahead, we are enthusiastic about Micron’s HBM4, which will ramp in volume in calendar 2026. Our HBM4 provides a bandwidth increase of over 60% compared to HBM3E. The timing of our HBM4 is aligned to our customers requirements, and we are focused on delivering the best HBM4 products to the market across power efficiency, quality, and performance. Our proven HBM product performance, our strong HBM roadmap, and our demonstrated manufacturing excellence uniquely position Micron to capitalize on next generation HBM4 and HBM4E solutions.


Summary: Shares bullish reaction to Palantir's Foundry/AIP aviation partnership deal.

$PLTR @flyarcher Partnership

"...we’ll begin using their Foundry and AIP platforms to accelerate the scaling of our aircraft manufacturing capabilities in Georgia and Silicon Valley."

🔥🔥🔥

There’s a tremendous opportunity to improve all aspects of the aviation industry with today’s AI and software technology. That’s why we’re partnering with @PalantirTech on the road to building the AI foundation for the next generation of critical aviation systems.

To start, https://t.co/PRZVminCgz


Summary: Endorses PLTR's competitive moat via government-first strategy building credibility and operational momentum.

$PLTR

"[Palantir's] ... strategic approach, which starts with high-value government contracts, proves value, and then expands, stands in sharp contrast to competitors. The expert linked this to “capturing the capital first before branching out,” a method that builds credibility and operational momentum."

Interview with a former $PLTR competitor explaining how deep government ties and real-time AI capabilities build a lasting competitive edge:

- The expert emphasized that $PLTR's core competitive advantage lies in its deep entrenchment with government contracts and its ability to https://t.co/Tk3tLv9Ucw


This partnership demonstrates Palantir's continued penetration into high-security government environments where few commercial vendors can operate effectively... Palantir is positioned for expansion.

Summary: Bullish PLTR: Everfox partnership expands addressable defense market, addresses last-mile classified deployment problem, and signals contract expansion potential.

$PLTR

"Everfox will integrate Palantir's Mission Manager with its cross-domain solutions to help customers manage commercial, open source, and government off-the-shelf software across classified networks."

'This Everfox partnership marks a significant strategic advancement for Palantir in the defense sector. The collaboration addresses a critical military challenge: enabling secure data flow across classified networks for joint command and control operations.

What makes this particularly valuable is that it's not just a conceptual partnership - it's already tested and deployed with existing customers, demonstrating proven operational effectiveness. This significantly reduces implementation risk typically associated with new defense technology integrations.

The integration essentially creates a secure pipeline for intelligence data to flow across multiple classification levels - a persistent challenge in military operations where information silos hamper decision-making speed. By combining Everfox's cross-domain solutions with Palantir's AI capabilities, warfighters gain the ability to process multi-source intelligence in real-time, creating a unified data environment.

Most compelling is the utilization of Palantir's Mission Manager for software deployment across classified networks. This addresses a massive pain point in defense IT: the difficulty of maintaining modern software development practices in highly secure environments. The CI/CD capabilities will accelerate software delivery cycles that traditionally move at glacial pace in classified settings.

This partnership directly supports the Pentagon's push toward Joint All-Domain Command and Control (JADC2) initiatives, positioning Palantir to capture additional market share as defense agencies modernize their command systems.'

This partnership demonstrates Palantir's continued penetration into high-security government environments where few commercial vendors can operate effectively. By integrating with Everfox's cross-domain solutions, Palantir extends its AI and data analytics capabilities across classification boundaries - essentially expanding the addressable market for its software within existing defense customers.

The strategic value lies in how this partnership enhances Palantir's product ecosystem. Their Mission Manager platform gains additional deployment pathways through Everfox's cross-domain solutions, allowing Palantir to push its software into previously isolated network environments. This creates a powerful network effect where more connected environments generate more data, further strengthening Palantir's value proposition.

From a business perspective, the mention that this partnership will "extend to additional clients" beyond existing deployments signals clear growth potential. Defense contracts typically start small but expand significantly once solutions prove effective in operational settings. Having already demonstrated success with existing customers, Palantir is positioned for expansion.

Particularly noteworthy is how this addresses the "last mile" problem in defense software - getting modern commercial capabilities securely deployed in classified environments. The combination enables Palantir to bring "commercial software best practices to customers operating within the most complex and secure classified network environments" - effectively differentiating from competitors who may offer analytics but lack secure deployment capabilities.

---

https://t.co/S8dDEvnZND


Summary: Bullish PLTR: US commercial accelerating with AIP revolution, backed by strong Q1 metrics.

$PLTR US commercial continues to accelerate in Q1 2025 alongside AIP revolution https://t.co/dw6e5B4FFY

$PLTR Q1 2025 Highlights

-US revenue grew +55% Y/Y and +13% Q/Q to $628 million
-US government revenue grew +45% Y/Y and +9% Q/Q to $373 million
-Closed 139 deals of at least $1 million, 51 deals of at least $5 million, and 31 deals of at least $10 million
-Revenue grew +39% https://t.co/xxezFlA9lF


Summary: Shares Morningstar's bullish PLTR thesis (FV raised to $90) highlighting customer lock-in via Ontology framework as durable competitive moat.

💊  $PLTR Morningstar explains why customers are addicted to Enterprise Ontology Framework.

"Effectively, to stop using Palantir's Ontology framework means massive inconvenience and a monetary cost through lost productivity. Simply buying the software and not renewing is not an option if customers want to maintain their newfound edge. Palantir provides a dashboard that continually updates and learns as time progresses. Without the software, ex-customers would need to rely on former systems that lack the complex ontology framework, and they would lose the simplified dashboard that brings the productivity gains together."

$PLTR Morningstar estimated Palantir's TAM to be $1.4 TRILLION by 2033. That was 3 months ago, and it’s likely larger now due to Warp Speed and tariff-driven supply chain solutions. Here's their February research 👇

We are ... roughly quadrupling our fair value from $21 to $90. https://t.co/3WuG7X0wK1


AIPCon, DevCon and especially BootCamp are 'Radio' equivalent of the music industry before internet was available. You already made the decision of buying the music before going to the store because you already heard it.

Summary: Bullish PLTR: AIPCon/BootCamp events function like radio pre-internet, converting prospects into buyers before the sales process.

$PLTR AIPCon, DevCon and especially BootCamp are "Radio" equivalent of the music industry before internet was available.

You already made the decision of buying the music before going to the store because you already heard it.

https://t.co/AV1v4yL1Uc


Summary: Bullish PLTR: Army directive consolidates procurement around Palantir capabilities, meaning more contracts replacing competitors.

@ThinkFinance999 @USArmy That's not what it says "... separate procurement actions tied to the same or similar Palantir capabilities."

The keyword is capabilities not contracts. It's not being specific to existing Palantir contracts. $PLTR will get more deals out of this replacing others.

@TradexWhisperer @USArmy In general, the state centralizing contracts with tech companies selling stuff on a seat basis would be a disaster for such companies, as it would make it very visible that there's a lot of unused capacity in those contracts, if aggregated.

Even episodically, we already saw this


Summary: Bullish MU: double beat, raised guidance, 50% HBM sales increase, DRAM/NAND bottom signals — decent setup ahead.

Honestly, I think market stopped caring about the AI even thought it's full on its course to change the world.

It will take some time for the market to "re-care" about the AI again. Something else is occupying their heads right now. We all know what that is. April 2nd.

---

Micron had a double beat, raised guidance, 50% increase in HBM sales, sequentially. Signs of DRAM/NAND bottom. It's a decent setup for next few quarters.

AH reaction is timid.


Summary: Rescinding global chip curbs is bullish for semiconductors broadly and specifically MU, NVDA, AVGO, TSM.

US semiconductor sector proxied by SMH ETF

Good news for semiconductors.

$MU $NVDA $AVGO $TSM

*TRUMP TO RESCIND GLOBAL CHIP CURBS AMID DEBATE AROUND A.I. RESTRICTIONS & SUPREMACY, AS NVIDIA LOBBIES GOVERNMENT TO RECONSIDER POSITION


Summary: Long PLTR; added shares after earnings support, fundamentals and technicals aligned.

@bliblubb8976 @JackPrescottX @jetsrtinvest @amitisinvesting @fitz_keith @GarciaCap @arny_trezzi I am factoring the exceptional earnings and fundamentals into the technicals. $PLTR found support immediately right after earnings and today it's leading the market again. I added shares yesterday.

@JackPrescottX @jetsrtinvest @amitisinvesting @fitz_keith @TradexWhisperer @GarciaCap @arny_trezzi Ah, could be. Was a Quick Look from my side - impressive if its correct and I believe they will proceed this way


Summary: Strong long MU: calls it 'Bargain of the Century' on cheap valuation, 50% HBM growth, and surging DRAM/NAND prices.

$MU Bargain of the Century

PE Ratio: 15.5
Sales Ratio: 2.33

50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2

Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.

Forward P/E ratio: 10.41
Forward P/S ratio https://t.co/TSLBx04ENf


Summary: Endorses MU as the Bargain of the Century, reinforced by 2.40x forward P/S vs NVDA's 18.42x; decisively bullish.

Forward P/S ratio for $MU is 2.40
Forward P/S ratio for $NVDA is 18.42

Bargain of the Century


Summary: Bullish Palantir; Ontology platform enables faster growth than peers.

@BuyZecNeverSell It's going to be far out there in the timeline to conquer all that TAM but I think Ontology will allow Palantir to grow faster than other companies.

@TradexWhisperer Considering how TAM has been historically underestimated for new technologies I'm betting this too is underestimated


Summary: Bullish PLTR; sarcastically dismisses $25 target as a typo, implying $125 is the right level.

$PLTR I am pretty sure this is a typo. I think he meant $125

@TradexWhisperer Regardless.  Will buy $PLTR again when it hits 25 by next year


DOLLAR gains from $QQQ will be the highest tomorrow because I am leveraged. It is the easiest to hold in big sizing

Summary: Leveraged long QQQ; expects highest dollar gains tomorrow, views it as the easiest large-size hold on US tech growth.

@darealcraigster And naturally the DOLLAR gains from $QQQ will be the highest (not the %) tomorrow because I am leveraged. It is the easiest to hold in big sizing (regardless of timeframe), well diversified in the tech. Tech will only grow in US.

@TradexWhisperer Appreciated 😊. Sometimes I feel I'm a little too diversified and tinker with condensing my portfolio. But then I hate missing g an opportunity at the same time with other stocks. My dilemma....


Summary: Bullish PLTR; DoD/DOGE contract cancellation very unlikely given its capabilities.

@bnb5rzqgdn @DOGE @PeteHegseth Agree. If you watch the whole video, you will get a feeling of what DoD & DOGE are looking for in terms of cancelling.

$PLTR very unlikely to be cancelled. They are obviously Lethal.

@TradexWhisperer @DOGE @PeteHegseth PLTR was not cancelled!  Zacks had a huge BUY rating on PLTR yesterday right up there with 2-3 other huge #1 rated stocks.


Summary: Targets $140s before earnings, implying a move up from current levels.

@TradexWhisperer It’s about time to go back to $120+


Palantir = Super Valuable Software 'Consulting' Company 😉

Summary: Bullish PLTR: zero DOGE contract cancellations vs billions for rivals, IRS MEGA API collaboration signals durable government value.

$PLTR Do you want to find out how many Palantir contracts were canceled before earnings on Monday❓

A total of 13053 contracts have been cancelled by the @DOGE, a staggering TCV of $28,838,645,399.80. Here's the breakdown by each Consulting firm:

Deloitte: $586,388,496.47
APTIVE HTG: $338,831,141.44
IBM: $247,430,278.65
Accenture: $193,379,910.59
Booz Allen Hamilton: $149,065,578.07
Black Canyon Consulting: $97,723,690.00
Ernst & Young: $94,721,874.13
RB Consulting: $60,128,325.14
Applied Eng. Manag.: $53,482,522.18
LMI Consulting: $51,960,147.89
Mcking Consulting: $47,915,524.82
Evoke Consulting: $35,530,519.97
Chevo Consulting: $31,770,508.33
Sprezzatura Consulting: $31,513,575.07
Summit Consulting: $29,075,704.64
Eagle Hill Consulting: $27,452,685.24
Octo Consulting (IBM): $22,733,950.10
Akima Data: $22,347,342.20
PBG Consulting: $19,814,712.15
Kaiva Tech & Strat: $16,781,199.25
IS Consulting: $14,170,040.10
Potomacwave Consulting: $12,024,194.56
Censeo Consulting: $10,981,668.35
Thundercat: $10,468,579.88
Bloomberg: $7,415,984.67
Cambio Consulting: $4,402,680.16
Tesla Laboratories: $904,600.00
L3Harris: $277,225.53

Highlights:

Accenture's cancellations rose from $59M to $193M; a $126M IRS "Case Management" contract was cancelled. Epic fail.

Booz Allen Hamilton's cancellations climbed from $50M to $149M; a $23M IRS "Custom Programming" contract was cancelled. A non-value-add.

Thundercat's cancellations expanded from $3M to $10M; a $6.3M IRS "IT Hardware" contract was cancelled.

Deloitte's cancellations increased from $128M to $586M, almost a 5x jump. Of that, $67M came from an IRS "TRANSFORMATION" cancellation. Red flag.

IBM's cancellations grew from $40M to $270M; a $230M IRS "MODERNIZATION" contract was cancelled. Another Epic fail.

Remember, all these Internal Revenue Service contract cancellations are occurring as Palantir begins collaborating with the IRS on a MEGA API project, potentially huge.

And lastly for Palantir: $0

ZERO cancellations for Palantir as of May. I once again digged into the contracts of Thundercat, Booz Allen and some Deloitte--as they have partnerships with Palantir--and none of them mentioned Palantir but I can neither confirm nor dismiss. Chances are very low, IMO. Also out of all 13053 contracts cancelled by DOGE, none of the contract descriptions contained the word Palantir.

Conclusion? Palantir = Super Valuable Software "Consulting" Company 😉

Source of raw data: @DOGE


Summary: Bullish PLTR on expanding TAM via AI-powered Space Domain Awareness partnership with Voyager.

🛰 $PLTR & Voyager Partners to develop AI-powered solutions for enhanced Space Domain Awareness, enabling the proactive mitigation of potential collisions and threats.

“This new payload consists of a configurable sensor suite and computation system with real-time collection and analysis software supporting autonomous operations,” said Matt Magaña, president of defense and national security at Voyager.

The system will integrate Palantir’s artificial intelligence capabilities with Voyager’s hardware technology, specifically designed to process radio frequency and imagery data for identifying and tracking objects in orbit.

Space domain awareness has become a priority for military planners as Earth’s orbit becomes more contested with the deployment of thousands of new satellites and growing concerns about potential adversaries’ anti-satellite capabilities.

Voyager will leverage its VPX signal processing electronics and chassis and Palantir’s machine-learning technology to analyze data from existing satellite assets.

Robert Imig, head of government research and development at Palantir, described the partnership as an effort to “further extend the reach of our AI solutions from ground to space, a critical frontier where demands are intensifying as the environment grows increasingly contested.”

This announcement builds on an existing relationship between the two companies. They previously announced a strategic partnership focused on commercial and civil space applications.

Palantir is penetrating the Space Industry. Ever expanding TAM.

Bullish 🔥

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https://t.co/5VlWQCnCSk


Summary: Bullish MELI with a price target near $2200, backed by Latin America e-commerce penetration lag and population growth thesis.

$MELI ALMOST $2200

My Full Thesis 👇 https://t.co/zG5nDhJ8Ka

$MELI

You want conviction? Aqui esta con mucho calor

Ecommerce penetration lags the USA by almost a decade and Latin America population is 663M twice as much as United States. The population growth of Latin America grew by ~5M from 2023 to 2024 whereas in United States, it grew https://t.co/1PI4OgCaIP


Summary: Bullish PLTR: zero DOGE contract cancellations vs billions cut from rivals proves it's operationally essential, not a mere consulting firm.

$PLTR CONSULTING FIRM DELOITTE TO LAY OFF GOVERNMENT CONSULTANTS AMID MORE THAN HALF A BILLION $ CONTRACT CUT BY THE @DOGE

It will impact Deloitte’s Government and Public Service division. Many employees in that unit have already been pulled off projects in recent weeks

Deloitte’s U.S. management consulting business was flat last year, growing less than 1% in 2024, compared with 17.8% the previous year and 25.5% the year before that.

Deloitte’s U.S. workforce totaled nearly 173,000 at the end of 2024. The company is among the largest U.S. consulting firms to the federal government.

For those who have labeled $PLTR as merely a 'consulting' firm, the fact that it has $0 in contract cancellations demonstrates that Palantir is a highly fundamental and forwardly deployed company 😉

⁉ $PLTR A total of 9667 contracts have been cancelled by the @DOGE, a staggering TCV of $17,146,027,211.71. Here's the breakdown by each 'Consulting' firm:

Deloitte: $586,388,496.47
APTIVE HTG: $338,831,141.44
IBM: $247,430,278.65
Black Canyon Consulting: $97,723,690.00
Ernst & https://t.co/x4pUeNGAGq


Rule of 40, Score of 83 is NOT exceptional -Nobody

Summary: Sarcastic defense of PLTR's Rule of 40 score of 83 as exceptional; implied bullish.

$PLTR

"Rule of 40, Score of 83 is NOT exceptional" -Nobody https://t.co/z81vMkgnux

$PLTR Rule of 40, Score of 83 https://t.co/PcAOB8lzhj


Summary: Bullish PLTR and L3Harris as DOGE cancellations hit competitors but leave both with zero direct cuts, proving elite status.

❗ $PLTR UPDATE: Total Contract Values cancelled by @DOGE including Palantir, IBM, Deloitte, Accenture and many other "Analytics" companies

APTIVE HTG: $335,793,554.67
Deloitte: $127,631,352.71
Black Canyon Consulting: $97,723,690.00
Ernst & Young: $79,490,523.95
Accenture: $59,418,255.00
RB Consulting: $58,721,937.44
Applied Eng. Manag.: $53,482,522.18
Booz Allen Hamilton: $49,604,659.47
LMI Consulting: $39,362,742.12
Evoke Consulting: $35,530,519.97
Octo Consulting (IBM): $22,733,950.10
IBM: $17,851,725.81
Censeo Consulting: $10,981,668.35
Kaiva Tech & Strat: $9,574,355.05
Akima Data:$4,302,228.00
Thundercat: $2,931,344.41
Bloomberg Industry:$2,561,539.05
Tesla Laboratories: $904,600.00
L3Harris: $0
Palantir: $0

Billions of dollars in additional cancellations have occurred since my last update. Here are the key highlights:

APTIVE HTG, which brands itself as a "Healthcare Delivery System" and a leader in "Intelligent Automation and Data Science," appears to have been exploiting the @DeptVetAffairs. The $335M in cancellations spans 12 contracts that seemingly provided no value to Veterans. Major red flags.

IBM went zero to $40M in just five days. No bueno.

I’ve added more consulting firms to the list. After researching them, it’s clear they all boast about "effective operational management" and "data-driven solutions." Yet, the total cancellations across these companies are nothing short of disgraceful, almost $1 Billion Dollars.

A minor update: Booz Allen Hamilton had one additional cancellation worth $5.2M. The contract, titled "PERSONNEL MANAGEMENT DATA SCIENCE AND ANALYTICS SUPPORT," might involve an indirect Palantir platform but that remains uncertain. Even if it does, likely only a fraction of the contract’s value.

But one thing is for sure. Palantir and L3Harris still have ZERO direct contract cancellations.

One thing remains unchanged: Palantir and L3Harris still have ZERO direct contract cancellations. Palantir continues to prove itself as an elite much-needed company.

LFG! 🔥

❗ $PLTR Total Contract Values cancelled by @DOGE including Palantir, Deloitte, Accenture, Akima Data.

Black Canyon Consulting: $97,723,690.00
Deloitte: $80,332,206.47
Ernst & Young: $78,215,933.26
Accenture: $55,922,686.83
Applied Eng. Manag.: $53,482,522.18
LMI Consulting: https://t.co/8dJgtJ4nVx


Palantir and L3Harris still have ZERO direct contract cancellations


the best is yet to come. It's still the bargain of the century.

Summary: Still bullish MU at $97; best gains still ahead despite 56% rise, citing HBM growth and DRAM/NAND price surge.

$MU $97

+56% gains since I shared the opporunity at $62
And the best is yet to come
It's still the bargain of the century. https://t.co/4B28DUju9H

$MU Bargain of the Century

PE Ratio: 15.5
Sales Ratio: 2.33

50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2


Summary: Bullish PLTR citing 111 net new US commercial customers in 2 quarters, ~25% increase.

🔥 $PLTR added 111 net new US commercial customers in the last 2 quarters which is about ~25% increase!

🐂🐐 Goatly Bullish https://t.co/T0azAQvFth

$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 https://t.co/XGLRmO7rq8


Summary: PLTR very unlikely to face DoD/DOGE contract cancellations given its lethal-AI focus; bullish.

$PLTR Non-lethal, Non-value add contracts cancelled by DoD (@DOGE)

"I need LETHAL machine learning models, not equitable machine learning models" @PeteHegseth

https://t.co/Xixa37hIxX

---

@DOGE @PeteHegseth If you've watched the whole video, you will get a feeling of what DoD & DOGE are looking for in terms of cancelling.

$PLTR very unlikely to be cancelled. They are obviously Lethal.


Summary: Long HOOD; expects it to challenge ATH soon, following PLTR's trajectory, currently 5.7% away.

🟦 $HOOD When weekly BLUE candle shows up, you just BUY and HOLD. It's free money!

On Wave 1 and 5.7% away from ATH. I think it will challenge it soon. Where $PLTR goes, I think $HOOD will follow.

Our smart candle system is like cheat code. Only $0.67 per day. Try for FREE! https://t.co/kMeLB4wXx2

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$HIMS: +124% (Alerted at $28)
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Summary: Bullish NVDA and TSM post-H20 ban: production redirected to higher-revenue Blackwell/Rubin, near-term hit already priced/disclosed.

Here's the bright side of the $NVDA H20 export news:

This is far more certain than the unpredictable tariff on/off switch. Nvidia provided a specific charge number for Q1 2026 ($5.5B), demonstrating transparency. We can assume sales to China will be highly restrictive going forward. Nvidia's stock price may take a hit but can move forward with Blackwell and Rubin.

If you didn't know. $NVDA and $TSM can redirect production resources from H20 to Blackwell and Rubin, generating more revenue from other products. This happens all the time with semiconductor manufacturing, phase out the unpopular product and phase-in the new products.

$NVDA Now the US government requires a new license for exporting H20 to China

NOT GOOD FOR VOLATILITY 😂


$NVDA and $TSM can redirect production resources from H20 to Blackwell and Rubin, generating more revenue from other products


Summary: Highlights RCAT and PLTR as beneficiaries of SRR drone program featured at Palantir's DC office.

👀 $PLTR Gadget Studio in Palantir DC Office

- SKYKIT / SKYDIO Short-Range Reconnaissance (SRR) Drone
- $RCAT Short-Range Reconnaissance (SRR) Drone
- @shieldaitech Drone, not in here...

- SKYKIT / SKYDIO 단거리 정찰(SRR) 드론
- REDCAT 단거리 정찰(SRR) 드론

- 실드 AI 드론은 없던걸로 https://t.co/PdmFJ8F9ey


$PLTR Gadget Studio in Palantir DC Office


Summary: Long MU: undervalued at ~11x forward PE with high growth potential in HBM/AI memory.

$MU "Undervalued with high growth potential"

Value + Future Growth

Bargain of the Century https://t.co/l149S4CXet

🔝👍 Top Long Term Growth Stocks:

1 - $PLTR: Most Powerful Software on Earth. Lethal Machine Learning. Super Integration Company.

2 - $MU: Automotive, Mobile, Compute and AI Memory Solutions. HBM (AI) revenue expected to match DRAM. Forward PE ratio of ~11, Bargain of the


Summary: Long MU: at $75B mkt cap vs $8.1B quarterly revenue, author calls it the bargain of the century vs AMD and PLTR on valuation.

$MU: $75B Market Cap, $8.1B revenue last qtr
$AMD: $138B Market Cap, $7.8B revenue last qtr
$PLTR: $213B Market Cap, $0.8B revenue last qtr

You can't undo what you've seen.
Micron is the Bargain of the Century.

$MU Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand. Here's the letter from EVP of Sales

Valued Channel Partners, Recent market dynamics indicate that the memory and storage markets have started to recover, with growth anticipated through calendar 2025 and 2026. https://t.co/llVwj8NP4p


Summary: Long PLTR as the required state-of-the-art software provider for defense technology modernization.

@SpeculationStud True. The technology is going to require state of art software. That calls for $PLTR

@TradexWhisperer True, but still bulish. Just no specific companies mentioned except l3harris. Also Hegseth mentioned an open architecture for procurement which should get scooped up by the most competent companies aka: $PLTR


The future will be all about drones, removing human errors and casualties. $RCAT $PLTR @anduriltech

Summary: Long drone/autonomous defense beneficiaries RCAT and PLTR as military AI/drone adoption accelerates to remove human error.

South Korea air force jets accidentally drop bombs on homes, injuring 15. Accidents happen (human error).

The future will be all about drones, removing human errors and casualties. Further progress is needed of course.

$RCAT $PLTR @anduriltech https://t.co/z4rhbVDQvo


Summary: Bullish MU and memory (DRAM/NAND) as prices have bottomed and market will start pricing it in after April 2nd.

$MU and SK Hynix continue to expand on the HBM front

DRAM & NAND prices have botttomened and are going up

I think the Market will start care about it after April 2nd.

SK Hynix is also said to be planning to set up equipment at its new M15X factory two months ahead of schedule due to surging HBM orders, currently linked to Broadcom $AVGO.

$MU $NVDA $AMD


DRAM & NAND prices have botttomened and are going up

DRAM sector basket: Micron, SK Hynix, Samsung


NAND sector basket: Micron, Kioxia, Western Digital


Summary: Shares BofA Buy reiteration on PLTR with PT raised to $150 (+27%), plus Wedbush PT raise to $140; adopts bullish stance.

🚨 $PLTR Bank of America sees big things ahead for Palantir and The Wall Street bank reiterated a Buy rating for Palantir and raised its forecast from $125 per share to $150, implying upside of 27%.

This comes amidst Wedbush analyst Daniel Ives's target increase from $120 to $140, implying 18% upside potential.

“While there’s some value for general tools, we continue to remind investors Palantir’s value is creating outcome-focused bespoke AI-enabled products, at scale. We see Palantit as the market definer for organizations leveraging AI to drive accelerated tangible results.”


Summary: MU priced for recession is ridiculous — implied long at current depressed levels.

@skhrj0 😂 yes. This price level is just getting ridiculous. We went from a glimpse of recovery to a sh*t-show in a week.

@TradexWhisperer you know this sell off is autistic when something like mu is priced for a recession


Summary: Expects MU to hit a price target by end of year.

@dan_f38833 I think it will by end of this year along with $MU

@TradexWhisperer Hope it hits $135 this year


Summary: Bullish PLTR: Trump EO prioritizing commercially available products for federal acquisition seen as tailwind for Palantir.

🚨 JUST IN: $PLTR PRESIDENT TRUMP ISSUED EXECUTIVES ORDERS TO PRIORITIZE COMMERCIALLY AVAILABLE PRODUCTS FOR FEDERAL ACQUISITION

Agencies to “prioritize the procurement of commercially available products and services, as required by the Federal Acquisition Streamlining Act of 1994 (FASA), rather than non-commercial, custom products or services,”

"President Trump issued two procurement-focused executive orders Tuesday that his administration says will simplify the way the government procures almost $1 trillion worth of goods and services annually by simplifying primary regulations for federal buyers, called the Federal Acquisition Regulation."

This is the single most important action to enable the Defense Reformation.

It will impact not only future acqusitions.

It provides the impetus to cancel ongoing efforts that chose a path to certain failure.  And create the reason to get back on track.

Every program is on https://t.co/Dm3N5zbKaX


Summary: Re-entered PLTR long at $79 following a new buy signal after locking gains at $110.

🟦 $PLTR We protected the gains from previous BLUE candle ($71) by following the PINK signal ($110)

Now, we are back in the game with the inception of this new BLUE candle ($79)

Simple, Data-Driven and Anxiety-Free. Welcome to the new world of investing and trading

---

https://t.co/0zGLSoeEEa


Summary: Bullish PLTR citing powerful synergies and broad customer efficiency gains across government, healthcare, and enterprise clients.

$PLTR Synergy is POWERFUL as F*CK

HyperScienceAI and ManifestCyber reduced the FedRamp costs by 10x and its audit time by 94%
Walgreens increased its operational efficiency by 30%
BP reduced costs per barrel by 60%
Tampa Hospital improved its nurse staffing ratio attainment by 30%
Cleveland Clinic reduced its bed capacity calculation time by 75%, 38 Minute decrease in ER wait time and 40% Reduction in unused orthopaedic OR time
Paraxel reduced the Clinical Submission Readiness Time by 50%
Morson group reduced x3 candidate search time by 53%
Airbus accelerated A350 production by 33%
Tyson Foods achieved $200 million in cost savings
@USArmy recovered $2B in unliquidated funds
@DeptVetAffairs saved $92M+ in funds
World Food Programme saved $30M in delivery costs
Jacobs Connect cut power usage by 30%
Panasonic decreased waste by 12%
ESI Group sped up ERP harmonization by 70%
PG&E reduced transformer ignitions by 65%
Eaton boosted productivity by 25%

Both sides get MORE
Both sides get BULLISH


Summary: Bullish on MU after Q3 revenue guidance beat ($8.6B–$9B vs $8.5B est); author endorses the result as a positive.

👌 $MU Not Bad

Revenue guidance beat. What I wanted to see.

Q3 Rev Guide $8.6B-$9B vs $8.5B Est 🟩 https://t.co/QTXJPJk44f

❗ $MU Earnings Tomorrow!

Micron’s Dual Role: What sets Micron apart is its foothold in both B2B and B2C markets. High-bandwidth memory (HBM) for AI data centers grabs headlines, but DRAM and NAND—core components in smartphones, gaming PCs, laptops, tablets, and cars—still drive https://t.co/Lod0EddXhT


Summary: Shares bullish news of PLTR-KT Corp special partnership covering AI transformation, secure cloud, AIP Bootcamp, and internal software adoption.

🚨 $PLTR and KT Corp Special Partnership Announced.

1. Domestic AX market joint business (AI Transformation)

2. KT Secure Public Cloud (KT SPC) cooperation

3. Korean-type AIP Bootcamp joint development > Reorganized to suit the Korean market!

4. Promoting AI and data capability education for KT employees

5. KT plans to introduce Palantir software in-house to improve business quality and optimize operations

🔥 $PLTR and KT partnership. How bullish is it? A LOT

KT Corporation (formerly Korea Telecom) is South Korea's largest provider of integrated telecommunication services by revenue ($20B USD for 2024), holding the largest market share in fixed-line and broadband, and the https://t.co/ndy6OzHG0W


Summary: Bullish PLTR; endorses monopoly on automated governance thesis with compounding efficiency gains as durable driver.

$PLTR Welcome to the Kingdom of Palantir.

In this world, companies operate more efficiently ever and ever compounding after 😺 https://t.co/kWCZaRtewr


Summary: Bearish AAPL: tariffs force margin compression + EPS decline, dragging down market cap; manufacturing cannot realistically shift to US.

China accounts for 80% of Apple's production capacity. This is not some plastic toy manufacturing. This is an advanced tech & cost-efficient high volume manufacturing that we're talking about.

Here's why it's a Lose Lose Scenario for Everyone:

-The cost of your iPads & iPhones go up and consumers get hit OR alternatively

-Apple eats up the margin for you and their EPS gets compressed and the stock goes down. $APPL being the #1 company in terms of Market Cap, it will drive the market down and thus your 401k portfolio

-If you think those manufacturing jobs can come to US, stop dreaming. The labor is too expensive and the process is highly advanced. You can't get this combo in the US. If Trump forces Apple to bring the jobs here, get ready to pay at least 1.5x for your Apple stuff. Great for balance of economy.

TRUMP: "...if China does not withdraw its 34% increase above their already long term trading abuses by tomorrow, April 8th, 2025, the United States will impose ADDITIONAL Tariffs on China of 50%, effective April 9th."

Chaos https://t.co/v8WwAfiWNH


Summary: Shares AXON president's confirmation that federal gov is rotating toward PLTR as a defense tech beneficiary, implying bullish outlook over 2-4 years.

🚨 $AXON President confirms that "Federal Government is rotating toward defense tech names like $PLTR and @anduriltech" during JPMorgan Global Technology Conference

"So DOGE, we've been relatively unaffected by. We had one relatively small contract that the fifth year, which was the final year was not renewed. But as far as most of our federal dollars, vast, vast majority, high 90% still intact and feeling really good about customer sentiment and customer happiness with our products. I would say federal is a place where I don't know that over the next 2 or 3, 4 years, it's going to make or break the business. I think there's a lot more opportunity than there is risk for us. We're seeing the federal government rotate toward new defense tech names like Palantir and Anduril and we've popped up with some new opportunities in the federal civilian space as a result of this new mindset of going away from the more common defense contractors. But at the end of the day, we do have a lot of work to do in federal still and other markets like enterprise and international tend to be growing faster right now. So it's one we look out and say, "Hey, this is one where there's a lot of long-term opportunity in doing the right things day to day is going to help with that, but certainly focused in some other places as well."


Summary: Shares/endorses BofA raised PT on PLTR from $125 to $150, implying bullish stance.

🚨 $PLTR New Price Target of $150 from Bank of America

BREAKING: Bank of America has raised their price target on Palantir $PLTR from $125 to $150. https://t.co/TCDWySYG4z


Summary: Bullish PLTR as the OS of the modern enterprise, citing Naval's thesis that OS companies are the world's most valuable.

🌎 $PLTR is the Operating System of the Modern Enterprise.

And @naval says it's the most valuable thing in the world 👇

Operating Systems are the most valuable companies in the world.


Summary: Bullish PLTR: DoD cancellations target non-lethal contracts; Palantir's lethal AI capabilities make it safe from cuts.

Non-lethal, Non-value add contracts cancelled by DoD

"I need LETHAL machine learning models, not equitable machine learning models" @PeteHegseth

$PLTR unlikely to be cancelled. Palantir is LETHAL as f*ck.

https://t.co/Xixa37hIxX


Summary: Bullish PLTR; endorses the quoted thesis that Palantir's platform delivers transformative real-world results, vouching the capability is genuine.

$PLTR Reducing 24-month projects to 6 weeks. "This.. it's real"

"We have big consulting companies coming in. We can do this in 24 months, it's going to be millions of dollars. With Palantir, we solved this in 6 weeks on the pilot just by connecting to those Legacy systems." -Applied Materials


Summary: Shares/endorses raised PT of $140 on Palantir citing AIP moat and growth across enterprise and federal.

Raising price target on Palantir to $140 reflecting greater confidence in the PLTR growth story while seeing significant traction across both enterprise and federal landscapes with its AIP product moat unmatched in our view. We view Palantir as a generational tech name to own🐂🏆


Summary: Bullish PLTR on Maven OS adoption across 10 of 11 combatant commands, citing transformative military decision-advantage platform.

🔥 $PLTR Maven OS is POWERFUL as F**K

"Today, with support from the Chief Digital and AI Office, 10 out of 11 combatant commands have Maven, enabling scaling across the global force. Just one year ago, no two combatant commands shared a collaborative and capable software platform across disparate defense networks, severely limiting the U.S. military’s ability to maintain global awareness."

"In support of these rules, today European Command has brought together over 150 live data sources within its digital environment, empowering the staff to access and consume critical information through a single system. This integration is essential for modernizing decision-making, eliminating the need to pull information from multiple systems to manually correlate and validate through static products."

"..the headquarters accelerated its transition from legacy systems to a digital workplace, built primarily on Palantir’s Maven Smart Systems. Through development and iteration with leadership, this platform has become more than a common operating picture. It’s a decision advantage environment that is rapidly transforming the command."

---

Source: https://t.co/wMlzlgKYon


Summary: Bullish MSTR on bull flag breakout toward 52-week high of $523.

🟦 $MSTR Bullish weekly BLUE candle signals have the potential to deliver over 200% returns.

Not only that, weekly PINK candles have preserved your gains. Our system delivers proven results. Try for FREE!

Bull flag breakout in progress. Is the 52-week high $523 coming soon? 👇 https://t.co/2Cve58TyX0

Don't minimize costs; maximize your returns.

If you follow me because of $PLTR, that's a great start. Now, invest in a Modern System that gives you a huge advantage. It was developed by two data scientists and costs only 67 cents a day. You can try for free. https://t.co/nrgkgSCx2q


This aligns with Palantir's lawsuit against the U.S. Army... the Army's Vantage Program wasted approximately $3 billion on a system that was ineffective and inferior to Palantir's solutions

Summary: Bullish PLTR: Trump executive orders favoring commercial over custom federal systems directly benefits Palantir's business model and validates its longstanding government contracting thesis.

❓ $PLTR What do Trump's executive orders mean for federal acquisition?

Essentially, they aim to replace custom-built systems, which are expensive and slow to deploy, with commercially available systems that are superior and more cost-effective.

This aligns with Palantir's lawsuit against the U.S. Army. Palantir sued the government for insisting on developing "custom" solutions that are costly and lack incentives for timely progress. For example, the Army's Vantage Program wasted approximately $3 billion on a system that was ineffective and inferior to Palantir's solutions. The story, which began in 2011, is fascinating. I’ve shared a detailed post about it in the comments section—definitely worth a read.

"Previous administrations evaded statutory requirements and abused the federal contracting framework by procuring custom products and services where a suitable or superior commercial solution would fulfill the Government’s needs,” the fact sheet stated, citing a 2019 Alliance for Digital Innovation report that asserted the government could have saved an estimated $345 billion over the last 25 years if it had abided by FASA."

---

https://t.co/L5YCk04m9r


Summary: Strongly bullish PLTR on KT Corporation partnership in South Korea.

🔥 $PLTR and KT partnership. How bullish is it? A LOT

KT Corporation (formerly Korea Telecom) is South Korea's largest provider of integrated telecommunication services by revenue ($20B USD for 2024), holding the largest market share in fixed-line and broadband, and the second-largest in the wireless market.

---

https://t.co/gWkTbcqVPj


Summary: Endorses buying MU, noting NVDA GPUs are enabled by MU HBMs.

Jim Cramer at it again. Basically, buy $MU.

$NVDA GPUs are directly enabled by $MU HBMs. https://t.co/8EQPut8c0I


Summary: Dismisses China energy-efficiency selloff as overblown; Blackwell/Rubin efficiency makes the concern irrelevant, implying NVDA dip is unwarranted.

$NVDA is down -5.5%

...on the news that Chinese sales might go down because of energy efficiency rules, putting pressure on the entire market. I think it's a BS but market will do what it always does.

Blackwell and Rubin are orders of magnitude more energy efficient.

---

https://t.co/wfAqrZLqxB


Summary: Bullish PLTR; endorses monopoly on Automated Governance thesis, calls it king of enterprise.

$PLTR The King of the Enterprise Jungle https://t.co/sGa1Em21lr


Summary: Holds PLTR as strongest in portfolio/watch list; MELI next in line YTD.

@darealcraigster Indeed. Strongest in my portfolio and in my long watch list. Next in line is $MELI as far as YTD goes.

💪

@TradexWhisperer Is $PLTR not the strongest stock in the market right now? You just can't keep a good man down. Bad economy? Recession fears 😨? Not for Palantir.


Next in line is $MELI as far as YTD goes


Summary: Bullish PLTR: zero cancellations while traditional consulting firms lose $1B+ in TCV, framing Palantir as the beneficiary.

🚨 BREAKING: Over $1 Billion in TCV has been slashed from Steak Dinner and PowerPoint-based Consulting Firms.

$PLTR Has Zero Cancellations 👇 https://t.co/vrWQjQWOYc

Palantir's greatest innovation was rebranding consultants as "forward deployed engineers"


Summary: Bullish PLTR on deep government/political connections across Trump admin, Pentagon, and intelligence community creating durable monopoly-like advantages.

👑 $PLTR Palantir EMPIRE is POWERFUL AS F*CK. Here's the FULL list:

Joe Lonsdale @JTLonsdale, Co-founder of Palantir. Direct connections to Peter Thiel and Paypal 'Mafia' from his tenure at Paypal and Clarium Capital

David Sacks, the White House AI and crypto czar. His angel investments include Facebook, Uber, SpaceX, Palantir Technologies and PayPal Mafia with connections to Peter Thiel

Clark Minor, a 13-year Palantir veteran, is now RFK Jr.’s Health & Human Services Chief Information Officer.

Gregory Barbaccia, Palantir's former Head of Intelligence and Investigations, was hired as Federal Chief Information Officer

Jacob Helberg, a senior advisor to Palantir, was appointed as the Under Secretary of State for Economic Growth, Energy, and the Environment

Shyam Sankar @ssankar, Palantir’s Chief Technology Officer is reportedly being considered, for a high-level Pentagon job guiding research and development

Anthony Jancso, George Cooper and one other engineers have been associated with DOGE recruitment effort and they are former Palantir Forward Deployed Engineers

Peter Thiel @peterthiel, Palantir & PayPal co-founder, has been a mentor and major financial supporter of J.D Vance. Their relationship began around 2011 when Vance attended a talk by Thiel at Yale Law School, which inspired Vance to pivot his career away from law. Vance joined Thiel's global investment firm in 2017 and later worked at Thiel's venture capital firm, Mithril Capital. Thiel played a crucial role in Vance's political rise by donating $15 million to Vance's 2022 Senate campaign. This financial support helped Vance secure his victory. Thiel introduced Vance to former President Donald Trump, leading to Trump's endorsement of Vance for the Senate

“For Peter,” said one of the people familiar with his thinking, “Vance is a generational bet.”

--Revolving Doors

Greg Little, one of the first Pentagon officials to run CDAO, joined Palantir as a senior counselor in August 2023.

David Spirk, who served as chief data officer at the Pentagon and contributed to the creation of CDAO, joined Palantir as senior counselor in July 2022.

Maura Thompson, who held various logistics positions at CDAO and the Joint Chiefs of Staff, is now a deployment strategist at Palantir.

Trevor Austin, who worked as a Palantir engineer early in his career, is now CDAO’s acting chief technology officer.

Will Thibeau, who worked as deployment strategist at Palantir, later did a stint at CDAO as a policy analyst.

Joseph Larson, who headed AI policy and strategy at Palantir, went on to serve as a deputy chief at CDAO.

Matthew Turpin, an advisor to Palantir, served as the director of China for the National Security Council in the first Trump White House and as senior China advisor to Trump’s then-commerce secretary

Wendy Anderson, an executive with Pentagon experience who joined the company in 2020, holds the title of senior vice president of federal and national security.

Alexander Alden, a veteran of the first Trump administration who joined Palantir in 2021. Described as a “Trump loyalist,” Alden served as a special assistant at the Pentagon from 2017 to 2018 before becoming senior director on Trump’s National Security Council, responsible for emerging technologies and defense policy.

Jamie Fly, a former aide to Sen. Marco Rubio (R-Fla.), Trump’s newly installed secretary of state. Fly served as a foreign and national security affairs advisor to Rubio from 2013 to 2017 and did an earlier stint in the George W. Bush administration at both the Pentagon and National Security Council. He joined Palantir in August 2023.

Geof Kahn, a Central Intelligence Agency veteran who worked on the transition team for the first Trump administration, assisting then-Rep. Mike Pompeo (R-Kan.) during his confirmation process to be CIA director. Kahn later served as senior adviser to Pompeo and the CIA’s chief operating officer. He previously spent five years as policy director for the House Intelligence Committee from 2011 to 2017. Kahn joined Palantir in January 2023.

--Palantir Federal Advisory Board Members

The Honorable Christine H. Fox - Former Acting Deputy Secretary of Defense and Former Assistant Director, Policy and Analysis, Johns Hopkins University Applied Physics Laboratory.

General Carter F. Ham, USA (Retired) - Former Commander, United States Africa Command, and Former President and CEO of the Association of the United States Army.

The Honorable Deborah Lee James - Former Secretary of the United States Air Force.

Admiral William H. McRaven, USN (Retired) - Former Commander, United States Special Operations Command, and Former Chancellor of the University of Texas.

Vice Admiral Peter V. Neffenger, USCG (Retired) - Former Vice Commandant of the United States Coast Guard, and Former TSA Administrator, United States Department of Homeland Security.

The Honorable Jeh C. Johnson - Former Secretary of Homeland Security at the Department of Homeland Security and Counselor to Palantir.

Dr. Deborah L. Birx - Former Coordinator of the White House Coronavirus Task Force, and Former Ambassador-at-Large of the President’s Emergency Plan for AIDS Relief (PEPFAR).

The Honorable Will Hurd - Former Representative of Texas' 23rd District.

General Gustave F. Perna, USA (Retired) - Former Chief Operating Officer, Operation Warp Speed; Former Commander, Army Materiel Command (AMC), U.S. Department of Defense.

Mr. Greg Simon - Former Executive Director of the White House Cancer Moonshot Task Force and the Biden Cancer Initiative, and Co-Founder of the Melanoma Research Alliance.


Summary: Decisive bullish quality verdict on Palantir, endorsing mass military/combat adoption thesis.

@xpristo @DOGE @PeteHegseth Yes, sir. Palantir Gotham is Lethal

@TradexWhisperer @DOGE @PeteHegseth $PLTR is going to be mass adopted as part of all integral SOP both in command and combat roles. It’s used on the battlefield and accounting office.


Summary: Bullish PLTR on new European partnership (EYSA/Spain), framing it as the start of broader EU market penetration.

🇪🇺 $PLTR This is the sound of old creaky European wooden doors opening and they are music to my ears.

EYSA (Spain) Partnership Announced

“Today, mobility generates millions of daily data that need to be analyzed in real time to provide value to users and cities. Faced with this situation, it is necessary to apply the latest technology in order to improve processes and make them more efficient. For this reason, we have decided to integrate Palantir's software, the most advanced on the market, to accelerate the development of our business lines and increase the services we offer,” explains Javier Delgado, CEO of EYSA.

---

Who is EYSA?

"We are a global group that provides innovative solutions to improve mobility and promote sustainable transportation infrastructures.

With nearly 3,000 employees, our approach spans from solution design to operation. We help municipalities, public agencies, and private concessionaires achieve their sustainability and efficiency goals.

Currently, our solutions operate in more than 600 locations across over 60 countries, contributing to traffic optimization, emission reduction, and road safety improvements in both urban and interurban environments."


Summary: Bullish RKLB as a leader in hypersonic test market based on DoD HASTE launches.

$RKLB IS A LEADER IN THE HYPERSONIC TEST MARKET

Learn more about HASTE 👇 https://t.co/0dogtspDoL

$RKLB has conducted two successful HASTE launches for @DeptofDefense in the last 3 weeks.

What is HASTE and why does it cost $10M per launch, well above $8.4M Electron average?

HASTE is basically a Hypersonic Weapon Validation Launch. The Hypersonic Accelerator Suborbital Test https://t.co/hD6radq9pH


Summary: Shares Needham's Buy initiation on RKLB with $28 PT, citing vertical integration, Neutron, and Space Systems growth.

❗ $RKLB Needham initiated coverage of Rocket Lab with a Buy rating and $28

The firm says Rocket Lab is a “disruptive company in the fast-evolving space sector.” The company’s “deep” vertical integration is a differentiator and puts it in a “prime position” to challenge market leader SpaceX, the analyst tells investors in a research note. Needham believes Rocket Lab’s Space Systems business, which supplies turn-key satellite buses and subsystems, is benefiting from “strong” growth in government and commercial LEO constellation launches.

It's 2025 and NEUTRON is coming

Single Neutron launch: $55M
Last quarter revenue: $106M

$RKLB forecasts that Neutron will be capable of launching 98% of all payloads through 2029. Two dedicated Neutron launches are already booked for 2026 & 2027.

Neutron is reusable rocket https://t.co/9kypR65W3S


Summary: Shares PLTR's blowout Q1 results: 55% total US revenue growth, 71% commercial, 45% government — implicitly bullish on durability.

$PLTR "Our U.S. government revenue increased 45% year-over-year to $373 million in the first three months of 2025, as our software systems for planning and executing special forces and other military operations, and for assessing and selecting targets, has been embraced by the American defense sector."

$PLTR "Our total U.S. revenue grew 55% year-over-year to $628 million in the first three months of the year, while commercial revenue from our U.S. customers soared 71% in the same period to $255 million" https://t.co/oWa5mCdLXI


$PLTR is ahead of the curve in Space AI… More Defense contracts incoming 🔥

Summary: Bullish PLTR on AI-driven defense/space contracts pipeline including Maven and NGA deals.

🛰 $PLTR is ahead of the curve in Space AI

"Palantir & Voyager develops AI-powered solution to predict Space collisions and threats."

"National Geospatial-Intelligence Agency (NGA) aims for more AI resources in 2025"

"Its mission is to turn data from satellites, radars and other sources into usable intelligence for military decision makers and operators. Given that mission and its lead role in the Defense Department’s high-profile Maven data and image processing system, AI has long been a part of the NGA’s focus."

“The bottom line here is that under NGA’s watch, Maven . . . has made some significant technological strides and has already contributed to some of our nation’s most important operations,” Vice Admiral Frank Whitworth"

"Palantir was awarded a $480 million deal by the Army last year for its Maven Smart System prototype"

More Defense contracts incoming 🔥

---

https://t.co/6bJ9h9mY1F


$PLTR More Funding + Effective Funding = Win

Summary: Bullish PLTR as beneficiary of increased defense/AI funding driven by China's accelerating AI warfare push.

China is accelerating its push into AI-driven warfare at an alarming pace.

New products unveiled showcase their quest to automate the battlefield—drones, autonomous systems, and advanced robotics are just the start.

This isn’t just innovation; it’s a clear signal of intent. https://t.co/V4lAW41B0J


Summary: Bullish PLTR as its software increasingly dominates US and global military spending.

🌎  $PLTR SOFTWARE IS EATING US MILITARY AND MILITARIES AROUND THE WORLD

$PLTR Nato acquires AI military system from Palantir, marking a significant advancement in the modernization of NATO’s warfighting capabilities. https://t.co/XlZXtyUx5z


Summary: Shares NATO's acquisition of Palantir's Maven Smart System as a bullish catalyst for PLTR.

$PLTR NATO ACQUIRES AI-ENABLED WARFIGHTING PALANTIR MAVEN SMART SYSTEM https://t.co/ArHQmSSFph

New advancement unlocked 🔓 🤖

NATO has acquired the Palantir Maven Smart System, marking a significant step forward in modernising NATO's capabilities through the integration of AI

🔗 https://t.co/6VwgGkmCjS https://t.co/ziqOS6pryq


Summary: Bullish MU as least tariff-exposed memory name due to no China fab exposure, amid pricing power and 2025-26 demand recovery.

$MU is the least vulnerable to Tariffs. It has no Fabrication facility in China. https://t.co/EzorOWdHNt

$MU Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand. Here's the letter from EVP of Sales

Valued Channel Partners, Recent market dynamics indicate that the memory and storage markets have started to recover, with growth anticipated through calendar 2025 and 2026. https://t.co/llVwj8NP4p


Summary: Bullish MU: added third large HBM3E customer, multi-billion HBM revenue in FY2025, HBM4 ramping in 2026.

$MU "Third Large HBM3E Customer"

In fiscal Q2, we initiated volume shipments to our third large HBM3E customer and anticipate additional customers over time. We expect multi-billion dollars in HBM revenue in fiscal 2025

$MU is about to get real competitive with HBM4

"The timing of our HBM4 is aligned to our customers requirements"

Looking ahead, we are enthusiastic about Micron’s HBM4, which will ramp in volume in calendar 2026. Our HBM4 provides a bandwidth increase of over 60% compared to


Summary: MU raising prices on robust unforeseen demand across segments; author frames this as bullish signal for 2025-26.

$MU Alerts Customers to Price Hikes, Signaling Robust 2025-26 Demand. Here's the letter from EVP of Sales

Valued Channel Partners, Recent market dynamics indicate that the memory and storage markets have started to recover, with growth anticipated through calendar 2025 and 2026. Micron is seeing an increase in un-forecasted demand across various business segments. In response to these tightening conditions, Micron is increasing pricing. The increasing demand for Al-related use cases and associated technologies reflects, among other factors, the growing interest in our product portfolio due to the essential capabilities that our products provide for each of these use cases. As a continued practice, our pricing considers both the value our products deliver to these and other use cases and the return on investment (ROI) required concerning the substantial investments we are making to develop and maintain an industry-leading product portfolio, along with the necessary manufacturing capacity to meet market demands. To help ensure supply availability and continuity, we encourage customers and channel partners to provide long- term forecast visibility and include backlog demand in that forecast. Micron issued a memo today outlining the specific pricing actions we are taking across our channel network. We value our partnership and look forward to continued success together. Should you have questions, please do not hesitate to contact your local Micron sales and service support teams.


Summary: Buy BRK.B and SLV as safe-haven hedges when VIX candle signals rising volatility.

Safe Haven ETFs: Simple hedge strategy during volatile times

If you don't want to trim your existing positions, a decent strategy around volatile times is to buy $BRK.B and $SLV when you notice a BLUE candle for $VIX (Volatility) and you see it's going up further next day (confirm that it's not being nullified, aka dark candles).

$SLV - iShares Silver Trust, up 15.8% YTD

$TLT - iShares 20+ Year Treasury Bond, up 4.5% YTD

$JEPI - JPMorgan Equity Premium Income, a bit resilient to volatility and it gives you ~7% dividend, very small equity gains if any, down 0.5% YTD + 3 months of dividend (1.75% distribution)

$SPHY - SPDR Portfolio High Yield Bond ETF, gives you ~7.7% dividends annually. It's low beta (except during Covid, of course). Good to hold if you want to just dividends and not the volatility, up 0.3% YTD + 3 months of dividend (1.93% distribution)

$BRK.B - Berkshire. Market treats this name like Silver... , tends to go up during volatile times, up 16.7% YTD.

For comparison: $QQQ is down 6.3% YTD


Summary: Bullish PLTR: LLM Synthesizer/Ontology platform widens moat as AI models commoditize, positioning Palantir as the synthesis layer.

Microsoft CEO “... models are getting commoditized. OpenAI is not a model company it’s a product company”

$PLTR Platform "Give us the commodity products. We will synthesize it with our LLM Synthesizer for the best possible outcome" 👇 https://t.co/PxFbT83INz

💯 $PLTR PALANTIR MOAT KEEPS GETTING BIGGER

Palantir has built a SPECIAL bridge called LLM Synthesizer which connects multiple commodities (LLMs) into Ontology Platform to generate more comprehensive and accurate responses.

The responses from all LLMs are sent to a SYNTHESIS https://t.co/T5W7qAbBHd


We are ... roughly quadrupling our fair value from $21 to $90. We believe the company is well positioned, and its best days are ahead of it, which justifies its current market valuation

Summary: Shares and endorses Morningstar's bullish PLTR thesis: FV raised to $90, $1.4T TAM by 2033, premier AI decision-making platform with best days ahead.

$PLTR Morningstar estimated Palantir's TAM to be $1.4 TRILLION by 2033. That was 3 months ago, and it’s likely larger now due to Warp Speed and tariff-driven supply chain solutions. Here's their February research 👇

We are ... roughly quadrupling our fair value from $21 to $90. We view the company as fairly valued despite the premium it trades at relative to other software companies. We believe we are in the early phases of an artificial intelligence revolution, where downstream software companies like Palantir disproportionately stand to benefit. Our base case assumes that Palantir can achieve a growth profile like Salesforce in the 2010s. Salesforce was able to streamline bloated sales teams and drive productivity by creating a software that organizes sales data and workflow processes. We believe Palantir will similarly disrupt the current assembly line approach to data analytics where data is gathered, analyzed, presented and then dropped. Palantir instead creates a read-write loop where the software learns and improves as data is engaged with, which results in "what should we do?" solutions that boost productivity and can replace significant chunks of internal information technology efforts. We have been witnessing ongoing commodification of large language models, or LLMs, in the Al-value chain, and we believe economic value is shifting downstream to software companies that can orchestrate smarter LLMs that drive productivity gains. Traditional LLMs are more akin to statistical word generators, but when Palantir orchestrates them with every bit of disparate data available to a customer, they become significantly more useful thanks to much-needed context about the individual customer and their pain points. We believe that the drivers for this company's valuation are expectations for the total addressable market that Palantir's software can address and the firm's ability to drive penetration of this market. Changes in these expectations can result in significant price volatility, but we believe the company is well positioned, and its best days are ahead of it, which justifies its current market valuation

Palantir is a leading AI company that enables optimized decision-making through its proprietary platforms. The company can aggregate and clean the world's most complex datasets. It derives actionable insights beyond traditional analytics because it creates a closed read-write loop where it engages with all stakeholders and data sources in an organization for a dynamic understanding of any problem. Over time, Palantir's systems continuously improve, enabling automated, machine-learning-based solutions that drive efficiency gains across entities in any industry.

Palantir's core differentiator is referred to as the ontology framework, which uses data to establish undiscovered relationships and advanced decision-making. The ontology framework is named after a branch of metaphysics that studies the "nature and relations of being." The name captures the interconnectivity and vagaries of real-world problems, highlighting Palantir’s broad potential to solve any problem for any business, government, or military in the Western world.

Palantir's main business segments are the government-focused Gotham platform and the commercial-focused Foundry platform. The company began its journey exclusively solving military-related problems, but eventually realized that the problems being solved apply to any organization or company type. Thanks to the 2023 release of the Artificial Intelligence Platform, Palantir now provides a layer for large language models to help nontechnical users understand its work. Palantir has also rapidly improved a traditionally long and complicated customer acquisition process through the development of boot camps that act as high-turnover touchpoints with clients, where Palantir exhibits tailored solutions to a customer's biggest pain points.

Forecasting the size of Palantir's total addressable market is difficult and we believe this imprecise measurement will drive a lot of the volatility in the near term, but we don't think there is another company that combines Palantir's pattern recognition with customer switching costs, and we expect Palantir's state-of-the-art AI solutions to achieve rapid growth and adoption over the coming years.

Bulls Say Mark Giarelli, Analyst, 30 Jan 2025

Palantir has developed the premier AI software, primed to take advantage of the trend toward digitization and automation. AI software maintains a strategic position on the AI-value chain.

Palantir's ontology framework and AI orchestration allow for the democratization of machine learning. Its software is useful to employees at all levels of a business to drive efficiency enhancements.

The new boot camp-style sales effort has allowed Palantir to achieve rapid growth in the US commercial
segment. The US commercial business has a large total addressable market.

We believe that Palantir warrants a narrow moat rating, based on switching costs and intangible assets.

Companies like AWS, Snowflake, and ServiceNow have developed data analytics tools, but Palantir differentiates itself as the only AI company with a framework that organizes disparate datasets and facilitates optimized decision-making. This machine-learning framework that identifies opaque yet significant relationships in data and translates
solutions to the end user is referred to as the "ontology framework." Palantir engineers a read-write feedback loop that enables connectivity throughout a business, creating an accessible analytical framework to drive nuanced decision-making that improves over time. Palantir often competes against internal information technology departments because it also analyzes data and create information dashboards for interpretation. This traditional in-house IT and data aggregation framework often results in patchwork solutions that are cumbersome, difficult to improve, and costly to scale.

To differentiate, Palantir creates a comprehensive, closed loop where data flows both from individual sources and data users. Put simply, Palantir gathers customer data of all forms, from structured data (stored in rows and columns) to unstructured (lacking a defined schema like emails, reports, logs from IT systems, or video/image files) to intelligence data (satellite data, troop movements, criminal records, threat assessments) to operational information (supply chain, demand, production or output), to analog sources (physical-world data like temperature, pressure, sound, or vibration in factories or field environments). The software cleans this data, identifies relationships, and deploys machine-learning algorithms that derive operational insights on the ground, ready for interaction and implementation.

Palantir’s data-driven insights create actionable productivity enhancers throughout all roles and operations in an organization. As of 2023, Palantir provides an upsell artificial intelligence platform, or AIP, that acts as a large language model orchestration tool, lowering the barriers to adoption for all nontechnical users. The core ontology function and value proposition is that Palantir not only organizes and displays data, but it also creates prioritized, ranked data that can be quickly understood and interacted with, ultimately automating real-world efficiency gains. Whether it is aggregating legacy data lakes, understanding patient data to increase bed turnover, or digitizing analog data from around the world, the company is driving efficiency gains from data. The real-world efficiency gains accumulate and translate into switching costs for customers.

Effectively, to stop using Palantir's ontology framework means massive inconvenience and a monetary cost through lost productivity. Simply buying the software and not renewing is not an option if customers want to maintain their newfound edge. Palantir provides a dashboard that continually updates and learns as time progresses. Without the software, ex-customers would need to rely on former systems that lack the complex ontology framework, and they would lose the simplified dashboard that brings the productivity gains together.

To quantify switching costs as a moat source, we start with the most widely accepted indicator: net revenue retention. Palantir has the highest NRR (approximately 120%) across other data-forward software companies like Snowflake, DataDog, and Splunk. Palantir's NRR has also been increasing rapidly quarter over quarter since the release of its AIP. NRR is effectively a measure of a company's ability to capitalize on touchpoints and expand interaction with the upselling of additional capabilities, and AIP is a great example. Palantir’s top-of-class and rapidly improving NRRs are an exhibition of not only customer stickiness but also expanding adoption. Customers see value in Palantir's framework, and they continue to invest in it. We expect this trend to continue.

The average Palantir customer spends more than $1 million a quarter on the software. Customers have sunk significant monetary, intellectual, and data capital into acquiring and learning the software and are reaping associated rewards. Switching often doesn't make sense.

To anecdotally quantify the high-stakes problems that Palantir is solving that contribute additional switching costs, one must look no further than mission-critical healthcare and military operations. For example, Tampa General Hospital partnered with Palantir and reduced patient length of stay by 30%, helping save lives. On the military front, Palantir's software was critical to accumulating intelligence data and providing the framework for capturing Osama Bin Laden. When complex issues involve human lives, institutions must rely upon the most robust frameworks and software solutions, which Palantir provides. Switching away from this novel platform could open the customer to both monetary and immeasurable human costs.

Customer growth has been impressive. Since a bottoming in mid-2023, we have seen rapid year-over-year growth in the US commercial segment. Facilitating this growth is the recently introduced boot camp strategy for its sales and marketing efforts, which allows for a high number of touchpoints with prospective buyers. Once landing a contract there is still a specialized onboarding period when Palantir engineers learn the ins and outs of the customer's data to tailor the optimal framework for complex processes. We think this unique customer acquisition and retention process deepens Palantir's relationship with the end user and boosts growth. We also appreciate that the company has been diversifying its revenue base by adding commercial customers, which often come with more-lucrative contract terms compared with those in the government segment.

Overall, Palantir is an innovative AI company that offers nuanced and optimized solutions derived from the world's most complex datasets. The company is deeply ingrained within diverse end markets and mission-critical customer infrastructure and has top-of-class net revenue retention metrics that justify a narrow moat rating.

Fair Value and Profit Drivers Mark Giarelli, Analyst, 30 Jan 2025

Our fair value estimate of $79 implies a 2025 enterprise value/sales multiple of 47 times

In our opinion, the primary driver of the stock’s value is the total addressable market Palantir’s software can ultimately serve. TAM size is truly a trillion-dollar question that is unfortunately laden with assumptions. Our base case has Palantir’s TAM growing to $1.4 trillion by 2033. From today, we assume growth is nonlinear, with an inflection higher from 2028 to 2030 to rates nearing 40% per year. Our analysis concludes that we are in the early phases of an AI revolution. In our base case, we expect Palantir to have a growth profile similar to that of innovative software companies like Salesforce in the late 2010s. Salesforce was able to drive efficiency by creating a standardized workflow and logging process for enterprises that were accustomed to bloated sales teams compiling data in disparate locations. We expect Palantir to similarly drive efficiency among enterprises that now lean on large information technology teams that interpret and present data to assist in decision-making.

If Palantir executes well, it could become necessary for businesses looking to aggregate and decipher data, much like Salesforce became a necessity for sales teams. As such, we believe most of Palantir's growth will come from US commercial businesses and we expect net revenue retention rates from existing clients to remain strong. Our bull-case scenario calls for a TAM larger than $1.6 trillion and penetration of nearly 3%, which results in a valuation of approximately $280 per share.

Since going public, Palantir's gross margins have grown from an initial low of 68% in 2020 to an all-time high of 82% in early 2024. The 2020 low gross margin was due to the accumulation of restricted stock units that were vested immediately when the company
went public. Since then, the company has steadily improved its gross margin by scaling revenue faster than growth in salaries, hardware costs, stock-based compensation, and payments to cloud hosting services. We project approximately 400 basis points in gross margin improvement over the next 10 years due to the addition of higher-margin commercial customers, but we are apprehensive about projecting much more appreciation because of the potential for cloud costs to go up with ever-increasing demand for computing resources.

Palantir has spent heavily on research and sales in the past. In 2023, the firm's research and sales spending combined totaled approximately 52% of revenue. That said, Palantir's top-line revenue has been growing faster than research and sales costs, ultimately benefiting the bottom line. We like Palantir's rollout of a boot camp-based sales approach, which encourages rapid turnover of sales touchpoints at a lower customer acquisition cost, all while providing a customized solution that organizations expect from Palantir's ontology framework. Palantir's capability to increase the top line while keeping major costs in check has been a positive trend that should continue.

Palantir is the premier player for AI decision-making software and we are bullish on its growth and profitability going forward

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