Palantir Technologies. Every tracked FinTwit mention of $PLTR, newest first. 1000 mentions since the first on Jul 19, 2025. See the price chart.
July 2026 · 108 mentions
Jul 17
Wayne Liang — The future is on sale right now.
AI Semis:
$MRVL -43%
$MU -31%
$NVDA -14%
$SNDK -40%
Neocloud:
$CIFR -44%
$CRWV -47%
$IREN -53%
$NBIS -40%
Space:
$ASTS -57%
$FLY -70%
$RKLB -…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 16
KaizenInvestor — @OmerYucaa Most stocks reached ath not even 2 months ago, what is short-term for you as for me it is yes. I bought most of my stocks more than a year ago. $PL at 4, $RKLB at 27, $P…↗
Jul 16
Nancy Pelosi Stock Tracker ♟ — Breaking: President Trump promoted more than 20 companies on his Truth Social account days after buying stock in those firms, per CNN
Here's the list:
US Steel $X
Tesla $TSLA
GE A…↗
Jul 16
TheValueist — $NVDA $MU $SNDK $LITE When will the $PLTR / @thinkymachines partnership be announced?↗
Jul 16
InvestmentGuru — Best to concentrate on this stocks in this market.
$META
$GOOG
$AMZN
$AAPL
$MSFT
$ORCL
$PLTR
$NVDA↗
Jul 16
Midas — Here's what he bought in the last year from @asymmetrix_xyz, which tracks insiders like Trump:
$NOK
$PLTR
$AAPL
$MP
$ORCL
$HOOD
$IBM
$INTC
$DELL
$NOW
$MU
$ONDS
Follow me for mor…↗
Jul 15
Mike Investing — Billionaires and politicians are quietly loading software names…
Over the next 4-6 months the software theme will outpace the general markets.
Focus on:
1. $DDOG ~ Datadog
2. $PL…↗
Jul 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. June U.S. inflation came in much cooler than expected. Headline CPI was 3.5% YoY vs 3.8% expected, wh…↗
Jul 14
Shay Boloor — I nibbled on some $PLTR shares at the open https://t.co/xpRK6qTyXe↗
Jul 14
Shay Boloor — Chamath says $PLTR CEO Alex Karp “deserves a medal” for being “on the right side of history” and one of the few AI leaders willing to tell the truth.
Palantir builds for the real…↗
Jul 14
BMSInvests — Recently, I’ve been mislabeled as a “cheerleader” for $ONDS. I have my concerns, as everyone does, and I’ve publicly stated these concerns in the past.
No business is bulletproof…↗
amit — $PLTR
Palantir moves from $122 in the premarket to $131 as the market opens.
It got hit in the premarket because of the $IBM news around software spend shifting to capex spend..…↗
Michael | Hypermarkets — The entire AI trade is ON SALE.
24 stocks, avg –33% off their highs:
🔴 Oracle $ORCL –59.3%
🔴 IonQ $IONQ –49.4%
🔴 ServiceNow $NOW –49.2%
🔴 Applied Optoelectronics $AAOI –48.6%…↗
Jul 13
amit — reason markets are struggling right now...
- trump putting a new 20% "cargo tariff" means prices could go up, meaning inflation goes up, meaning more potential for rate hikes
-…↗
Jul 13
Tradable Astronaut — Most screens show you level. This one shows you the second derivative, not who's big, who's speeding up.
Here are some of the accelerators 🚀
A name only qualifies if YoY revenue…↗
Jul 12
amit — $PLTR
Sat down with Forward Deployed Architect at Palantir, Chad Wahlquist, for a discussion about where the world is when it comes to artificial intelligence and what role Palant…↗
Jul 11
Trade Whisperer — [My research & charts] are more valuable BY FAR than @fundstrat
I rarely post testimonials here on X, but Greg's been with us since day one and he's made a "small" fortune on…↗
InvestmentGuru — Congrats if you added here
$PLTR from $107 to $126 now
$MSFT From $352 to $385 now
$AAPL from $275 to $315 now
$META From $542 to $669 now biggest winner so far↗
Jul 10
amit — Few things:
1. $PLTR Palantir CEO Alex Karp said last week that the foundation model companies are stealing your IP which is why you need data sovereignty. If Apple’s allegations…↗
Jul 10
Mike Investing — The literal U.S. President has been telling you what to buy, & doing so with a 100% accuracy.
His most recent callouts include:
$INTC at $19 which is up +590%
$DELL at $240 which…↗
Jul 9
Space Investor — Is $VOYG working with $PLTR on SDA ?
Wouldn't be far-fetched considering they announced this AI Powered Solutions partnership back in 2025... https://t.co/iDBTSO9uXW↗
Jul 9
Midas — Here are the top stocks I found using @asymmetrix_xyz which tracks insiders like Trump, Leopold Aschenbrenner, Serenity, etc:
$PLTR
$SMCI
$VRT
$SNDK
$MU
Save this post and follo…↗
Jul 9
Midas — • Quantum computing:
$IONQ
• AI data infrastructure:
$IREN
• Modern healthcare delivery:
$HIMS
• Next-gen fintech:
$SOFI
• Semiconductor backbone of AI:
$NVDA
• AI softwa…↗
Jul 9
InvestmentGuru — buying opportunity in market
Photonics $AAOI $AXTI $COHR $GLW $NOK
Space $RKLB $ASTS $SPCX $RDW $SATL
NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR
Energy $OKLO $SMR $EOSE…↗
Jul 8
Midas — Buy what Trump is buying and you will make generational wealth.
Here's what he bought in the last year:
$NOK
$PLTR
$AAPL
$MP
$ORCL
$HOOD
$IBM
$INTC
$DELL
$NOW
$MU
$ONDS↗
Jul 8
Midas — Trump's portfolio disclosure shows a $5M - $25M position in one company.
Larger than his $PLTR. Larger than his $ORCL stake.
He's never mentioned it once.↗
Jul 8
Mike Investing — President Trump has already called out:
$INTC at $19 which ran +590%
$IBM at $203 which ran +63%
$NOW at $81 which ran +71%
Now he’s telling you to buy:
$PLTR at $132
$DELL at $…↗
Jul 8
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 1PM ET exclusively on the Futurum Equities YouTube channel covering:
• Is the memory trade over for $MU, $S…↗
Jul 8
Michael | Hypermarkets — Remember, President Trump owns 20% equities in his portfolio and 6.5% crypto.
He wants the stock market to go up and he is buying dips.
You need to also buy dips on these 5 stoc…↗
Jul 8
BMSInvests — 🚨🤯 $ONDS & $PLTR ARE CHANGING THE FACE OF MODERN WARFARE IN TEHRAN & BEIJING‼️
As reported by Intelligence Online, World View’s Stratospheric balloons (Stratollite’s) have been…↗
Jul 8
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. U.S. Central Command forces have begun launching powerful strikes against Iranian targets in response…↗
Jul 7
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 7
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 7
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 7
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 7
TheValueist — $PLTR Palantir: The Architecture of Operational AI and Financial Dominance. Investment Thesis. New: 7/7/26.
Palantir has built something that most enterprise software companies ca…↗
Jul 7
Michael | Hypermarkets — 200%-500% news triggers:
$MU — HBM4 ramp for $NVDA Rubin and tightening DRAM supply drive memory pricing power higher → ~late Sept 2026 (FQ4 earnings); HBM4 ramp runs H2 2026
$SN…↗
Jul 7
KaizenInvestor — Been a bit offline lately as we moved over the weekend and been very busy on the job.
I'm very calm in this market, $WOLF just reached my buying target so I added a bit more at $…↗
Jul 7
TheValueist — $NVDA $PLTR NVIDIA + Palantir: Real Enterprise AI Stack or Strategic Narrative? New: 7/7/26.
The combined NVIDIA + Palantir enterprise AI stack is real, technically coherent, and…↗
Jul 7
Shay Boloor — @VanquishTrader Just wait until open source models really start scaling inside the enterprise... that will be a massive tailwind for $PLTR.↗
Jul 7
Shay Boloor — $PLTR expanded its partnership with Mexico’s largest insurer GNP Seguros to deploy Foundry and AIP.
The platform will support claims fraud detection, risk monitoring, underwritin…↗
Jul 7
amit — $PLTR
PALANTIR EXPANDS THEIR PARTNERSHIP WITH GNP SEGUROS, THE LARGEST INSURANCE COMPANY IN MEXICO.
Mexico's largest insurer will leverage Palantir for:
- detecting claims fra…↗
Jul 7
InvestmentGuru — Best Trading Setups on My Watchlist
$META
$AAPL
$AMZN
$TSLA
$RDDT
$MSFT
$NOW
$NVDA
$PLTR
$GOOG
These are some of the strongest large-cap setups in the current market. Most contin…↗
Jul 7
Michael | Hypermarkets — President Trump invested millions in this company, but has never mentioned it:
$AVGO — Broadcom.
His financial disclosure shows Broadcom held across multiple accounts, with one p…↗
Jul 7
BMSInvests — @EtherBound_ @SmallCapSnipa @YoYInvestor Thank you mate.
@SmallCapSnipa we can DM if you want more information but my short, top-level answer is:
First mover advantage in a new a…↗
Jul 7
Mike Investing — The rotation back into software names has officially begun…
Playing this move right can make you generational wealth.
Here are the 5 software names to buy, & their upside targets…↗
Jul 7
amit — I think $NVDA is getting pretty annoyed at OpenAI and Anthropic for trying to build their own custom silicon...
The new announcement of open source models with $PLTR and the backs…↗
Jul 7
TheValueist — If I was the CEO or CTO of $DAL $HD $MCD I would much rather have $NVDA Jensen and $PLTR Karp handle my proprietary data than one of the frontier labs with all of their foibles.↗
Jul 6
Alphatica — Targets drifted from $30.25 to $28.68 over six months while the stock dropped from $24 to $22. The Street lowered targets but not aggressively. At $21.82 today, ZETA trades 31% bel…↗
Jul 6
Alphatica — We attended Zeta Global's investor meeting today. Here is what stood out and what the data says.
The headline: full Palantir Foundry integration for all Data Cloud clients is comi…↗
Jul 6
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 6
BMSInvests — $ONDS
DZYNE DroneBuster 🤝 $PLTR 🤝 Anduril @ JIATF Counter-Drone Capabilities Exercise in Nov 25.
$PLTR Maven as the “CUAS Manager”, FS-LIDS, DeDrone, DFEND Enforce, DZYNE’s Dro…↗
BMSInvests — $ONDS 🤝 $PLTR is gonna change the game. https://t.co/dLphmEB5ZE↗
Jul 5
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $TSLA 4.5x
• $SPCX 3.8x
• $GOOGL 2.9x
•…↗
Jul 5
Michael | Hypermarkets — 24 stocks ON SALE right now and will break all time highs by Jan 1.
🔴 Micron $MU -22.3%
🔴 SanDisk $SNDK -25.9%
🔴 Western Digital $WDC -32.6%
🔴 Arm Holdings $ARM -30.4%
🔴 Inte…↗
Jul 5
JC Investing — @QC_Capitals $NVDA all day long but I do like $PLTR↗
Jul 4
BULL OF BRITAIN — Remember guys you can literally sub to the guy with this track record!
$AXTI@$13
$SNDK@$200
$PLTR@$24
$VNP.TO@$18 (First person on X to post it)
$AAOI@$60
$MIRAE@$18,000KRW (fi…↗
Jul 4
InvestmentGuru — P/E
Neither is universally “good” — it depends on context.
Low P/E can mean:
•Undervalued gem the market hasn’t noticed yet
•Or a value trap: slow growth, declining business, hig…↗
unusual_whales — Palantir, $PLTR, CEO Alex Karp: You look at American performance in Iran, which was been thanks to the bravery of Americans and I would like to believe our tech, very few losses on…↗
Jul 3
InvestmentGuru — The Category Creator Portfolio
Some businesses aren’t just “leaders” — they’ve built moats so wide, nobody’s even trying to cross them.
$PLTR — Palantir Not a “software company.”…↗
Jul 3
amit — @DrTomsLens 1000% agree.
If the open source models win and take market share from frontier models, the biggest winners are $NVDA $PLTR $NBIS.
Nebius for distributed compute.
Nv…↗
Jul 3
InvestmentGuru — AI Infrastructure Stack: 10 Names on My Radar for Long-Term Accumulation
$NBIS — Full-stack AI cloud infrastructure (GPU clusters, compute). Locked in a $27B Meta deal and $2B Nv…↗
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$OKLO at $6
$PLTR at $40
$QBTS at $2
$RGTI at $3
If you wan…↗
Jul 2
Shay Boloor — $PLTR CEO Alex Karp says some U.S. government customers have shifted to open source AI. https://t.co/beoAoFE6T3↗
Jul 2
Ben Pouladian — The tape scored Alex Karp’s CNBC hit as a crash out
Mediaite clipped “you sound pretty angry”
Futurism called it a nervous breakdown
David Sacks called it the best enterprise AI s…↗
Jul 2
Midas — Here are the top stocks I found by using @asymmetrix_xyz which can spot AI bottlenecks in seconds:
$PLTR
$SMCI
$VRT
$SNDK
$MU
If this helped you out, follow me for more.↗
Jul 2
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 2
Shay Boloor — Polymarket is showing a 17% chance the U.S. government takes a stake in $PLTR 😳 https://t.co/K28p1NrEMn↗
Jul 2
Jason Luongo — My 10 favorite stocks to sell options on right now:
- $IREN
- $TE
- $HOOD
- $RKLB
- $UUUU
- $NOK
- $SMR
- $PLTR
- $INFQ
- $NBIS
These stocks have been money printers for selling…↗
Jul 2
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 11AM ET exclusively on the Futurum Equities YouTube channel covering:
• $META building “Meta Compute” to se…↗
amit — $PLTR DA Davidson upgrades Palantir to Buy from Neutral, PT $175
Karp going viral by speaking on national television & saying the truth about tokens, software, and compute ca…↗
BMSInvests — @FART_DAMME If dilution is accretive and is allowing them to build a bigger and better company with a faster path to profitability and wider margins, are you happy to sacrifice sto…↗
Jul 2
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Mike Investing — These 8 stocks are going to make many generational wealth in the second half of 2026….
1: Ouster ~ $OUST
2: ServiceNow ~ $NOW
3: One Stop Sys ~ $OSS
4: RobinHood ~ $HOOD
5: UiPath…↗
Jul 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Meta $META is reportedly developing a cloud business called Meta Compute to sell access to excess A…↗
Jul 1
amit — $PLTR
One of the most important parts of the new Karp interview today:
“I’ve been in business for a very long time. The reality is, critical infrastructure does not run these mod…↗
Jul 1
Leandro — This video of Alex Karp $PLTR is more important than anyone may realize today
Karp criticizes the frontier models and argues that the value in enterprises will accrue to the appli…↗
Jason Luongo — Do you have an account under $5,000 and want to sell options? Credit spreads are the answer.
- A cash-secured put on a $50 stock requires $5,000 in capital. That's your entire acc…↗
Jul 1
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 1
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 1
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 1
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jul 1
TheValueist — $PLTR $NVDA $MU $SNDK $LITE Watch this CNBC piece with Alex Karp.
https://t.co/sbKV0zex6X↗
Jul 1
unusual_whales — Palantir, $PLTR, CEO Alex Karp: I am the most publicly supportive CEO of Israel. I think Israel is on the side of good.↗
Jul 1
Dillon Valdez — For years I have seen people bag on the way Karp talks. He has always spoken like this going all the way back to their IPO in 2020 once he came in the spot light.
Anyone who has u…↗
Shay Boloor — $PLTR CEO Alex Karp says customers want control over their “compute, models, data stack & alpha” instead of handing their edge to frontier labs.
Enterprises don't just want to…↗
Jul 1
amit — $PLTR
Alex Karp is one of the only people saying the honest truth about AI within this technology revolution: the monetization of tokens is not in the interest of actually creatin…↗
Jul 1
InvestmentGuru — $PLTR from $107 to $123
$MSFT from $352 to $377
$META from $542 to $608
$AAPL from $275 to $292↗
Jul 1
InvestmentGuru — $PLTR
$META
$MSFT
Whoever brought those dip↗
Jul 1
TheValueist — $NVDA $MU $SNDK $LITE $PLTR I agree with this take and believe many companies will eventually see it the same way. Once they have rebuilt and ablated an OSS LLM (e.g., GLM 5.2), th…↗
Jul 1
KaizenInvestor — Monthly portfolio update.
MTD performance: -3.7%
YTD performance: 94.1%
I did not make any trades this month but allocation wise a few things has changed due to the performance o…↗
Jul 1
amit — so Trump's annual financials came out today
he made $635M off his memecoin
then he bought a minimum of $1M of stock in companies like $AMZN $PLTR $MSFT $NVDA and $AAPL
JD Vance…↗
June 2026 · 224 mentions
Jun 30
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 30
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 30
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 30
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…
May 2026 · 205 mentions
May 31
Midas — Here they are:
$TSM
$SMCI
$PLTR
$CRWD
$UBER
if this helped you out, follow me for more.↗
May 31
Mike Investing — President Trump is undefeated in the stock market, & has made many generational callouts such as:
$INTC at $19 & is now up +594%
$DELL at $230 & is now up +96%
$NOW at $81 & is no…↗
May 31
amit — $IGV
Okay, let’s talk about software…
Here’s my question: are software stocks actually ready to breakout or is this move legit?
If it is legit, then it may be time to buy the br…↗
May 31
Shay Boloor — THE AUTONOMY LAYER OF THE DEFENSE BUILDOUT
President Trump is pursuing funding deals with drone companies to boost domestic production & the market is starting to reprice unmanned…
April 2026 · 137 mentions
Apr 30
Michael Sikand 🦑 — Amazing reflection on how FinX changed this year.
Retail has gone from $NVDA $TSLA $PLTR
To hunting niche small cap bottlenecks in the same way teams of institutional analysts di…↗
Apr 29
Shay Boloor — Getting really hard to justify owning most software right now when the “AI is cannibalizing software” narrative keeps building and $META is outgrowing nearly all of them besides $P…↗
BMSInvests — @SaiseiInvesting Ran it up last year from $1 to $7/8, love the $PLTR connection.
Looking for this to bottom here.
March 2026 · 205 mentions
Mar 31
Alphatica — ALPHATICA GEX-VOLUME RELATIVE STRENGTH SCANNER
Look at the Chg% column on the losers list. Every single name is green:
$SNDK +11%. $VRT +7%. $CRCL +8%. $LRCX +7%. $APP +7%. $PLT…↗
Mar 31
Shay Boloor — It’s been a while since we’ve had a face-melting rally like today:
• $AEHR +22%
• $MRVL +13%
• $ASTS +12%
• $RKLB +12%
• $BE +11%
• $HIMS +11%
• $NBIS +11%
• $ONDS +11%
• $ARM +9%…↗
Mar 31
BMSInvests — $ONDS
If you haven’t watched this yet, then please make sure you do.
So many gems about $PLTR + World View, Anduril, Ondas Networks etc.
Great interview @jamieinvests 🐐
https…↗
Black Panther Capital — After the success in Iran.
One thing is sure and stands out now:
UAE and the whole Gulf will be pouring ALL their oil money into defense.
Look out for:
> $OSS
> $PLTR
>…↗
InvestmentGuru — The AI market is splitting into two worlds.
The latest $PLTR + $NVDA partnership isn’t just another AI announcement—it’s a glimpse of where the next decade of AI spending could go…↗
Jun 30
InvestmentGuru — 10 Names Where Capital Is Flowing
Physical AI Core $PLTR remains the dominant capital magnet in the AI platform space, still showing leadership characteristics. $BB has emerged as…↗
Jun 30
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Palantir $PLTR and Nvidia $NVDA expanded their partnership to deliver sovereign AI for the U.S. gove…↗
Jun 29
Daniel Koss — Correct ✅
You know what all the biggest $NBIS haters on X have in common?
They missed Nebius or even worse: owned the stock and sold waaaaaaay too early.
Then go on a FUD tour…↗
Jun 29
Shay Boloor — $PLTR and $NVDA are expanding their partnership to bring sovereign AI to U.S. government and critical infrastructure agencies.
Palantir gives mission-critical organizations the op…↗
Jun 29
Michael | Hypermarkets — On April 10, 2026, Trump posted on Truth Social that Palantir had proven great war-fighting capabilities phrased on the platform as something close to "great war-fighting capabilit…↗
Jun 29
amit — BREAKING: Palantir $PLTR and Nvidia $NVDA expand their partnership to deliver sovereign AI for the US government and critical infrastructure agencies.
- The Partnership enables a…↗
Jun 29
InvestmentGuru — Better trading opportunity in this market
$PLTR
$MSFT
$SNOW
$NOW
$META↗
Jun 29
Dustin — I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6
$RGTI at $3…↗
Jun 28
InvestmentGuru — Rotation Watch | Names Sitting at Levels Worth Watching
If rotation starts next week — here’s where eyes should be
$PLTR — Bounced sharply Friday after hitting a fresh 52-week l…↗
Jun 28
Mike Investing — In 2022, $NVDA traded at just $10 making many generational wealth.
Then in 2023, $PLTR traded at $8 which yet again made many generational wealth.
Now everyone is focused on the…↗
Jun 27
CK Capital — Look at how many of the biggest names in the entire market are down crazy from their all time highs right now.
This is not just small caps bleeding. The mega caps are getting hit…↗
Jun 27
Antonio Costa — $PLTR put a nice reversal candle yesterday. Looking to see if stock can get over $115 for nice bounce into $126's https://t.co/h6r5zbfGMn↗
Jun 27
Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content so nearly two months ago we relaunched the Futurum Equities YouTube channel.
So far, we’ve covered:
•…↗
KaizenInvestor — Levels I’ll add to my stocks. This is based on allocation to my own portfolio as well as how undervalued some might be.
As you’ll see, some stocks are still far from my adding zo…↗
Jun 27
Michael Sikand 🦑 — I found the next $PLTR.
It's a private AI startup called Flock that helped make 1M arrests last year.
The company is now catching mainstream attention and backlash as its network…↗
Jun 27
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 26
BULL OF BRITAIN — https://t.co/BzMQfObTU0
Finally got subscriptions approved.
Tldr - I’ll use it as a real time notebook.
The research, the macro analysis, and the high conviction theses I'm ac…↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #47
Daniel and I will be live tomorrow at 1PM ET exclusively on the Futurum Equities YouTube channel covering:
• $CBRS & $MU earnings and what t…↗
Jun 26
Shay Boloor — I think $PLTR has been getting hit because investors are worried about competition from OpenAI and Anthropic but I’ve been been adding to my position because I think a lot of peopl…↗
Jun 26
InvestmentGuru — Watching 4 names for a potential bounce
$PLTR — sitting at its 52-week low near $107, down ~40% YTD from a high of $207. The AI software thesis hasn’t changed. Still the highest…↗
Jun 26
Antonio Costa — $PLTR $ASTS potential bounce plays today (extreme oversold readings + unusual call option activity yest).↗
Jun 26
JC Investing — $PLTR could be a generational buy here
I’ve just picked some up at $107↗
Jun 26
Mike Investing — Current Market Drawdowns:
$SPCX (SpaceX) -36%
$PLTR (Palantir) -48%
$NFLX (Netflix) -35%
$GOOGL (Google) -17%
$ORCL (Oracle) -56%
$MSFT (Microsoft) -37%
Everyone wanted a dip buy…↗
Jun 26
InvestmentGuru — 47 stocks hit 52-week lows today. The market is throwing out the babies with the bathwater.
Here are my 10 highest-conviction buys from that list
$PLTR — my flagship position. ~…↗
The Assembly — Burry just covered his $PLTR short for a big win.
Opened the put position in Q3 2025 at ~$912M notional. PLTR has now dropped from $207 to $107. https://t.co/FBEVyr3bnp↗
Jun 25
unusual_whales — Michael Burry says he is no longer short Palantir, $PLTR, having covered his position.↗
Jun 25
Shay Boloor — Michael Burry says he is no longer short $PLTR. https://t.co/nazqoq1LrJ↗
Jun 25
Antonio Costa — $PLTR at extreme oversold levels. On watch for a short-term bounce now. https://t.co/H761oyF7pj↗
Jun 25
Chris Ray — Feels like $PLTR and $RKLB are resetting for another epic run in the next 6-12 months.
Mid 2024 all over again… NFA↗
Jun 25
Serenity — Feels like the only thing that hasn’t crashed…
Is memory like $MU, indexes, or large cap semis like Intel so far.
- Photonics from $AXTI to $SIVE down 40%.
- Space from $ASTS an…↗
Jun 25
Kevin Maro — I've been thinking a lot about how Trump DEFINITELY wants the markets at all-time highs by July 4th so he can brag about it. It's incredibly obvious at this point that the stock ma…↗
Jun 24
Shay Boloor — @StockMarketNerd $PLTR is actually the one holding in family portfolio that I've probably added the most to in June. and thats coming from someone who built an overweight position…↗
Jun 24
Puru Saxena — $PLTR - "Stage 4" decline is now underway
This is when holding a stock is super risky. There is time to buy and a time to exit. https://t.co/9W3aDdLK3Q https://t.co/31gLpW5oU0↗
Jun 24
Jason Luongo — 4. $PLTR - Palantir
Q1 revenue $1.63B (+85% YoY), beat estimates by $90M. U.S. revenue up 104%. U.S. commercial up 133%. Raised full-year guidance to $7.65B+. Adjusted free cash f…↗
Jun 24
InvestmentGuru — $PLTR at $116
$TTD at $18
$MSFT at $370
$META at $560
$TSLA at $380
buying opportunity or not 🤔↗
Jun 24
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 24
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 24
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 24
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Markets were under pressure today, with the S&P $SPY down ~1.5%, largely due to a sharp selloff in Sou…↗
Jun 23
CK Capital — Is $PLTR at $116 interesting to you?
Nearing a buy zone.↗
Jun 23
Nancy Pelosi Stock Tracker ♟ — Keep an eye on this one ✍️
Sen. John Boozman (R) is the Chairman of the Senate Agriculture Committee
He just bought Palantir $PLTR for the first time
23 days earlier, the USDA a…↗
Jun 23
amit — $PLTR $ZETA
BREAKING: Palantir and Zeta announced a strategic partnership to build AI infrastructure for enterprise marketing.
- Zeta’s Data Cloud will be rearchitected on Palant…↗
Jun 23
The Future Investors — $ZETA $PLTR Zeta and Palantir announced a strategic AI partnership to build a next-gen marketing platform 📊
Zeta’s Data Cloud will be rebuilt on Palantir Foundry, helping Athena…↗
Jun 23
Shay Boloor — $PLTR CEO Alex Karp says $ZETA is using Ontology to build a “next generation marketing environment” that delivers the advantages of AI while protecting against many known risks.…↗
Jun 23
Shay Boloor — $ZETA and $PLTR announced a strategic partnership to build marketing AI infrastructure on Palantir Foundry.
Palantir will also bring Zeta’s marketing AI tools to eligible Foundry…↗
Jun 23
InvestmentGuru — $PLTR down 7% today — but this isn’t a Palantir story.
Sector contagion. $GOOGL fell ~6%. $MSFT slipped. When the two largest software megacaps sell off together, the indices foll…↗
Jun 23
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. A major end-of-Q2 rebalancing wave could hit global markets, with JPMorgan estimating institutional in…↗
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Chris Ray — $PLTR just secured a foundational role in the U.S. Army’s next generation command & control platform (NGC2).
Palantir Foundry will be used as the primary software for the platform…↗
Jun 22
Shay Boloor — The U.S. Army selected $PLTR Foundry as the cloud data layer baseline for NGC2 which is its highest-priority command-and-control modernization program.
Foundry will support future…↗
Jun 22
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 22
amit — Bought $PLTR $AMZN $AVGO $SHOP
$PLTR — $119.50
$AMZN — $234.68
$AVGO — $394.60
$SHOP — $107.79
$AVGO is the only new position as it’s taken a nice tumble after earnings on a lack…↗
Jun 22
Shay Boloor — $PLTR is expected to start generating ~$10B in annual operating income by 2028.
Palantir sits at most defensible layer of the AI stack, with LLMs as one input, systems of record a…↗
Jun 22
Trade Whisperer — @DudeWhoInvests It is and I've put most of my $PLTR gains into $MU.↗
Jun 22
Chris Ray — $PLTR hitting a new 52-week low today in the $122s… 👀
Anyone buying here? https://t.co/tsUlZ0Yr3i↗
Jun 22
Midas — Yo I'm Midas,
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QB…↗
Jun 22
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 21
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $SPCX ~4.7x
• $TSLA ~4.6x
• $GOOGL…↗
Jun 21
The Future Investors — The Future Investors presents the 20 largest founder-led companies where the founder is still the CEO 👨💼✨
1. $NVDA | Nvidia - $5.10T
2. $SPCX | SpaceX - $2.44T
3. $META | Meta…↗
Jun 21
InvestmentGuru — The Blueprint Behind Every Legendary Stock Run — And Where It’s Showing Up Right Now
$MU — Sequential revenue growth accelerated nearly 1,000 basis points to 46%, with guidance no…↗
Jun 21
Shay Boloor — Jim Simons first disclosed $NVDA in Q1 2011 (now +46,000%) and $MU in Q3 2013 (now +6,000%).
The quant firm he built (Renaissance Technologies) now holds a ~$1B stake in $PLTR whi…↗
Jun 21
Shay Boloor — 15 OF THE MOST IMPRESSIVE FOUNDER LED COMPANIES IN PUBLIC MARKETS
1. $NVDA | Nvidia
2. $RKLB | Rocket Lab
3. $ASTS | AST SpaceMobile
4. $PLTR | Palantir
5. $META | Meta
6. $CRWD…↗
Jun 21
Midas — Using @asymmetrix_xyz, the platfrm to find 10x stocks early, here are the 5 AI stocks they could possibly choose:
$PLTR
$SMCI
$VRT
$SNDK
$MU
If this helped you out, follow me for…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QB…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QB…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QB…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6…↗
Jun 21
Midas — Yo I'm Midas,
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBT…↗
Jun 21
Midas — I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6
$RGTI at $3…↗
Jun 20
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6…↗
Jun 20
Kevin Maro — Here are the 5 WORST pieces of advice you'll find on X for finance:
1. "Wait for a pullback before buying, we've run up a lot."
"We've rallied a lot, so sit on cash and wait." Ex…↗
Jun 20
Shay Boloor — Truly unreal to be nearing 10K subscribers less than two months after relaunching Futurum Equities YouTube and the support has been genuinely humbling.
So far, we’ve covered
• Eve…↗
Shay Boloor — Here are the current 2030 revenue estimates for popular growth stocks:
• $CRWV ~$86.4B
• $SPCX ~$43.8B
• $PLTR ~$40.2B
• $NBIS ~$39.7B
• $IREN ~$13.8B
• $HOOD ~$9.6B
• $SOFI ~$8.…↗
Jun 20
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 19
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 19
The Future Investors — The global space economy could grow from $630B today to more than $3T by 2050 🚀📈
Here are the companies best positioned to benefit 👇
📡 𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁…↗
Jun 19
BULL OF BRITAIN — Well well well..
If anyone ever questions my ability to find dd / research, here is a real time example.
Track record
> $AXTI at 13
> $SNDK at 200
> $PLTR at 24
> F…↗
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6…↗
Jun 18
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
$NBIS at $20
$ONDS at $1
$RKLB at $16
$APLD at $5
$ASTS at $20
$CRWV at $40
$OKLO at $6
$PLTR at $40
$QBTS at $2
$NVTS at $6…↗
Jun 18
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 18
InvestmentGuru — $MSFT turning green
$META green
$PLTR waiting↗
Jun 18
InvestmentGuru — $PLTR
$META
$MSFT
buying opportunity for LT↗
Jun 18
Trade Whisperer — $MU From $62 to $1127 (+1714%)
$SNDK From $214 to $2185 (+920%)
This thread was the exact signal and thesis you needed. Same playbook as my $INTC $AMD $PLTR $RKLB $TSM calls. Thou…↗
Jun 17
Midas — I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS at $2
- $NVTS…↗
Jun 17
Trade Whisperer — $PLTR PT shared on X: $223.
$PLTR actual top: $222.
Off by $1. And it never came back.
Same with $MU PT targets.
Either my Fibonacci targets are just world class or someone BIG is…↗
Jun 17
Trade Whisperer — @AmandaJo1516187 I have a strange case with $MU and $PLTR price targets↗
Jun 17
Trade Whisperer — Strange enough, names keep moving big after I mention them.
$SIMO up 27% since this comment. 125% since first mention.
Same with $AMAT on Z Axis, $ARM on Efficient CPU & $MU…↗
Jun 17
amit — @pdamodaran It seems so obvious $PLTR could meaningfully reform the Fed and bring real visibility into tracking data to inform monetary policy.↗
Jun 17
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 17
Shay Boloor — @FuturumEquities You can watch my full $PLTR breakdown here including why I own it and my other favorite software name tied to this theme:
https://t.co/7NMOnKjNXe↗
Jun 17
Shay Boloor — $SPCX valuing Cursor at $60B proves durable value in AI is moving to the data layer because compute commoditizes as supply comes online while the application that owns daily workfl…↗
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 16
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 16
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 16
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 16
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 16
Shay Boloor — If I had to put my Elon hat on, $SPCX acquiring Cursor for $60B is about buying the top of the AI stack to protect the bottom.
If they only build data centers and sell raw compute…↗
InvestmentGuru — 10 STOCKS BUILT FOR THE LONG GAME
Not hype. Not momentum. Structural positioning.
$MU — Memory is the new oil. HBM3E demand from AI accelerators is just getting started. DRAM supe…↗
Jun 16
BMSInvests — $ONDS
🚨👀 @CeoOndas attended Morgan Stanley’s National Security Innovation Summit yesterday alongside $PLTR ‼️
🗣️ “Battlefield advantage is shifting from standalone hardware pl…↗
Trade Whisperer — @uncalledcapital Then you must hate $PLTR Karp 😂↗
Jun 14
Shay Boloor — 10 stocks near 52-week lows where the stock is broken but the business isn’t:
1. $PLTR | Palantir
2. $MSFT | Microsoft
3. $META | Meta
4. $SOFI | SoFi
5. $MELI | MercadoLibre
6.…↗
Jun 14
The Future Investors — The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰
1. $MU | Micron - 265.9%
2. $HXSCL | SK hynix…↗
Mike Investing — This recent market wide pullback has created many generational dip buying opportunities.
These are the best 8 names to buy now:
1. $IREN at $59
2. $NOW at $102
3. $ASTS at $82
4.…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $QBTS…↗
Jun 13
Midas — IMPORTANT 🚨
I called the following 10x stocks early:
- $NBIS at $20
- $ONDS at $1
- $RKLB at $16
- $APLD at $5
- $ASTS at $20
- $CRWV at $40
- $OKLO at $6
- $PLTR at $40
- $Q…↗
Jun 13
InvestmentGuru — $PLTR at $127 — Is This the Buying Opportunity Long-Term Investors Have Been Waiting For?
Down 35%+ from its 52-week high of $207.52. Down 26% year to date. Near its 52-week low o…↗
Jun 13
Shay Boloor — We’re now one month into the relaunch of the Futurum Equities YouTube channel and the support has been genuinely humbling.
So far, we’ve covered:
• Everything you need to know abo…↗
Trade Whisperer — Your candles go red on a -5% down day. Ours printed BLUE. Next day? $PLTR +8.3% $MU: +11.7%
That is what happens when your model learns from data instead of reacting to price. We…↗
Jun 12
Trade Whisperer — I am coining a new term. The Context Trade.
AI runs on two things. Memory and Context. Hardware and Meaning.
Memory is the Context/Cognitive Capacity. $MU $DRAM $SNDK $285A $KXIA…↗
Jun 12
Trade Whisperer — $SNDK Nearly $2,000 since my BLUE candle callout at $214.
Six names. That's it. Discipline and conviction is all you need to become a multi millionaire.
Expanding to eight soon.…↗
unusual_whales — Alex Karp of Palantir, $PLTR, has said: “If you run around saying AI allowed you to fire two-thirds of your workforce—because maybe your competitor’s kicking your ass—you might as…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Iran announced a full shutdown of the Strait of Hormuz following U.S. strikes on southern Iran, sharpl…↗
Jun 10
Shay Boloor — @VanquishTrader $PLTR has to be part of this↗
Jun 10
PhotonBull — Interesting bet on $CRWV
Trump admin is reportedly looking to invest in AI companies
$CRWV is hated because of their high debt. It seems like they could use some Trump money?
St…↗
Jun 10
Shay Boloor — $PLTR CEO Alex Karp was asked about $SPCX and said hes bullish on space when the builder like Elon knows what they're doing.
The SpaceX IPO may become the ultimate test of how pub…↗
Jun 10
Shay Boloor — $ONDS is launching LADOS which is a unified command-and-control layer that connects sensors, drones, robots and effectors for autonomous defense missions.
Paired with SkyWeaver (…↗
Jun 10
Chris Ray — 🚨 $ONDS announces that it will officially launch LADOS (Layered Autonomous Defense Operational C2 System) during Eurosatory 2026 in Paris next week.
LADOS serves as the operation…↗
Jun 10
Michael | Hypermarkets — Biggest generational buying opportunity for $SPY is in June.
When $SPY crashes 10%-20% buy these:
1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still p…↗
Jun 10
BMSInvests — $ONDS
🗣️ “LADOS is a key component of Ondas’ broader multi-domain software architecture built around SkyWeaver, the Company’s $PLTR -powered Agentic AI layer for Multi-Domain Mis…↗
Jun 10
BMSInvests — $ONDS
LADOS connects Ondas’ systems, including sensors, effectors, autonomous platforms, and command units, into one immediate operational core for integrated missions and serves…↗
Jun 10
unusual_whales — Palantir, $PLTR, CEO Alex Karp has said that executives who brag about their AI cuts might as well ‘sign up for the Bernie Sanders manifesto’↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. The Nasdaq $QQQ fell as much as 5.3% intraday, marking one of the sharpest intraday drawdowns we’ve se…↗
Jun 10
InvestmentGuru — Everyone’s excited about the SpaceX IPO. Here’s the data that should temper that excitement.
Post-IPO performance across major tech listings tells a brutal story.
The numbers don…↗
Jun 9
BMSInvests — @Matt__Simone Manufacturing capabilities maybe, it’s improved a lot but it’s outsourced and fragmented. I know $PLTR Foundry is helping pull everything together though so not too c…↗
Jun 9
Chris Ray — “_____ is the $PLTR of the _____ industry”
As exhausted as this phrase is, I genuinely feel the best comparison to $PLTR is $LMND for the insurance industry.
Might sound crazy at…↗
Jun 9
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
$NVDA CEO Jensen Huang pushed back on the recent stock market selloff, saying NVIDIA is still at the begi…↗
Jun 9
Wayne Liang — I appreciate the shoutout! I will admit, I've gotten some pretty solid entries for my followers...
Whether it's mega caps like $MU at ~$118, $INTC at ~$25, plus $PLTR, $SNDK, $AMD…↗
Jun 8
amit — The Top 10 investments across Robinhood just got updated for June.
All 10 of the top held assets are the same except for one...
$AMD.
AMD replaces $NFLX (which was in the top 10…↗
Mike Investing — President Trump has literally been telling you to buy AI themed names…
These are the 5 layers of AI that you need to be invested in:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2.…↗
Jun 8
Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR June 8, 2026
$SPY crash continuation or massive reversal
1. $TSLA — $391 Robotaxi + FSD rerating hasn't happened yet; patient money wins Jan 2027
2. $M…↗
Jun 8
Trade Whisperer — @ayzddzya Talking about $PLTR on a memory thread. You are bold one. Can it really go down below $122-126? Such a strong company.↗
Jun 7
Midas — $PLTR
$SMCI
$VRT
$SNDK
$MU
If this helped you out, follow me for more.↗
Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it.
You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-202…↗
Jun 7
Shay Boloor — 12 STRONGEST EARNINGS PRINTS THIS CYCLE
1. $PLTR | Palantir
2. $DOCN | DigitalOcean
3. $BE | Bloom Energy
4. $SITM | SiTime
5. $RKLB | Rocket Lab
6. $TE | T1 Energy
7. $AMD | AMD…↗
Jun 7
AlmaCap — Countless stocks like this where normie sentiment tricks you out of buying:
> $TSLA: “EVs will never be a thing”, “no one will use autonomous cars”
> $RKLB: “there will be no dema…↗
Jun 7
Trade Whisperer — $PLTR AI Agents are like new hires on day one. Energetic but lost without orientation.
Palantir solved this. The Ontology is a living map of an organization's data, relationships…↗
Jun 7
Trade Whisperer — @TaytheSavage Thank you sir! As a big data guy, $PLTR was relatively easy to know it was going to be important. I still think it's very important for Agentic AI "babies."
These ne…↗
Jun 7
Trade Whisperer — I genuinely do not know why I am ranked number one on this Fintwit dashboard.
Seriously. I cannot be that good.
All I did was pick five names, post about them obsessively for two…↗
Jun 6
PhotonBull — All in $PLTR short dated calls might be the move here↗
Jun 6
Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content, so we launched a new FE YouTube series with 5–10 minute earnings breakdowns and company deep dives.
S…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 6
KaizenInvestor — You only see YTD charts on green days, but here you go. My YTD dropped 26% from the highs.
It hurts, it always does. But it shouldn’t stop you.
You have some clear advantages,…↗
Jun 6
InvestmentGuru — 15 sectors defining the next decade of investing
The megatrend map.
1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three differ…↗
NoLimit — PLTR is now trading lower than the day Donald Trump posted the ticker on Truth Social.
He also put thousands of his own money into $PLTR back in Q1. https://t.co/elb2R5DekB↗
Jun 5
amit — @PolymarketMoney hearing this in person was so epic
everyone in the room agreed with him and started to laugh because they ALL could relate to having sales calls with the LLM comp…↗
Jun 5
Shay Boloor — $PLTR CEO Alex Karp said Palantir’s “secret to sales” is hoping customers LLM companies first and realize “they don’t care about you at all.”
Frontier AI Models solve real problem…↗
Jun 5
InvestmentGuru — 20-stock Total AI Infrastructure list across 7 layers:
1. $NVDA
The undisputed AI compute standard. Beyond chips, Nvidia offers a full-stack platform including networking, softwar…↗
Jun 5
Dillon Valdez — I bought $PLTR at $8/share in 2020, bought more once they first became profitable around $8.50/share
I remember thinking, “this company will be a $1T company someday”
Now it’s $3…↗
Jun 4
Shay Boloor — @VanquishTrader I added some $PLTR today 😬↗
Jun 4
Trade Whisperer — @dylanlep2 I am holding all 6. I have $TSM $COHR $LITE $GLW too.
Smaller positions on software for $NOW, $PLTR, $RDDT, $MSFT↗
Jun 4
Shay Boloor — $PLTR CEO Alex Karp said Palantir’s “biggest sales secret” is letting customers compare it against model companies first.
Models are becoming easier to access but the scarce layer…↗
Jun 4
Trade Whisperer — @tomas_sui People have been asking me what's next since $MU was $260 or $PLTR at $50.
Be patient. I extracted those 6 names over the course of 24 months. Agentic AI will devour ch…↗
Jun 4
Trade Whisperer — $MU at $62
$SNDK at $200
$RKLB at $13
$PLTR at $21
$INTC at $54
$AMD at $227
Six names. Zero noise. 130,000 followers.
Most accounts need 50 tickers. I needed six.
And the missio…↗
Jun 4
amit — $PLTR
Palantir CEO Alex Karp at AIPCon 10:
“Our biggest sales secret is that we want you to go to the model companies. We hope you go through the process of being sold by them. B…↗
Shay Boloor — $PLTR and $GOOGL announced a strategic AI and data partnership connecting Palantir Foundry and AIP with Google BigQuery and Gemini.
Gemini gets closer to real enterprise workflows…↗
Jun 4
Wayne Liang — My theses on $AMD and $MRVL are getting pretty similar pushbacks to when I was charting $MU at ~$120, $PLTR at ~$30, $NBIS, $SNDK, and more.
Whether it's weeks from now or months…↗
Jun 4
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $BTC Bitcoin’s selloff is worsening, with the price falling below $63,000 for the first time since Feb…↗
Jun 3
JC Investing — @cmsinvests Good thing I bought $PLTR at $200!!!↗
Jun 3
Mike Investing — I’ll say this once. These 8 stocks are going to make generational wealth for many by year end…
1. ServiceNow ~ $NOW
2. Cipher Digital ~ $CIFR
3. Nebius ~ $NBIS
4. CoreWeave ~ $CR…↗
InvestmentGuru — $JFB
The Hidden XTEND AI Defense & Drone Autonomy Opportunity
Here’s why investors are watching this story closely 👇
THE LEGACY BUSINESS
JFB Construction Holdings is a Florida-…↗
Jun 3
Jason Luongo — 3. $PLTR - Palantir
Revenue $1.63B, up 85% YoY. U.S. Commercial up 133%. Full-year guidance raised to $7.65B, crushing consensus. $10B Army enterprise agreement. $11.8B remaining…↗
Jun 3
Lawrence McDonald — Uber $UBER went public at an $80B valuation; you can fit 23 of those into the SpaceX IPO, Palantir $PLTR? 86x.↗
Jun 3
InvestmentGuru — The Nuclear Energy Playbook: Full Value Chain Edition -
From uranium in the ground → enriched fuel → reactor technology → operating plants
AI needs 24/7 clean baseload power. Th…↗
Jun 2
Midas — That company is $PLTR.
Going to be looking to scale in heavily soon.
Follow me if you want to know when I enter.↗
Jun 2
Jason Luongo — You could buy 100 shares of $PLTR right now for $15,282.
Or you could buy the $150 call expiring January 2028 for roughly $50.00.
That's $5,000 for leveraged exposure to 100 shar…↗
Midas — $PLTR
$NOW
If this helped you out, follow me for more.↗
Jun 2
Trade Whisperer — @EmmaStockNotes These agents need data pipelines and context and $PLTR has an abundances of both.↗
Jun 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $GOOGL Alphabet is proposing an $80 billion equity capital raise to expand its AI infrastructure and c…↗
Jun 1
Trade Whisperer — $NOW +29% $PLTR +20% $CRWD +18% $MSFT +11%
Since my Agentic AI Software callout. https://t.co/adR63LezIH↗
Jun 1
Alex A.C. — Jensen is even giving you those names; don't put all the SaaS in the same basket 😉 $CDNS $CRWD $PLTR $NOW
Said that, I'm not interested in Software as long as the hardware/data…↗
Jun 1
Michael | Hypermarkets — JENSEN HUANG DOING IT AGAIN
IN TAIPEI, HE SAID THESE STOCKS ARE THE FUTURE:
$NOW — AI agents run inside ServiceNow's enterprise software stack
$CRWD — Security layer every AI fa…↗
Jun 1
Jason Luongo — 10 stocks I wish I owned more of:
$TE - solar manufacturing
$ONDS - autonomous defense systems
$NBIS - AI cloud infrastructure
$NOK - telecom and networking
$MP - rare earth mater…↗
Jun 1
Michael | Hypermarkets — CEO $NVDA Jensen Huang says the market got it wrong on software stocks.
This is CHEATSHEET for what Jensen wants you to buy right now:
1. $NOW — ServiceNow
"We're working with C…↗
Jun 1
InvestmentGuru — Best setup for today, IMO
$ARM
$MU
$IBM
$PLTR
$NOW↗
Jun 1
NoLimit — Jensen Huang, CEO of $NVDA, just highlighted $NOW, $CRWD, and $PLTR.
He said AI agents will not disrupt these markets. They will create the biggest opportunity these companies hav…↗
Shay Boloor — $NVDA CEO Jensen Huang says “software companies aren’t dead” because AI agents still need an application layer to process, orchestrate and turn tokens into real workflows
He also…↗
Jun 1
Michael | Hypermarkets — I called out $NOW at $85 → $135 up 160% already.
It's going to triple by 2027 and Trump's favorite stock too.
Right now, these 10 SaaS plays have 1000% potential:
1. $NOW targe…↗
Jun 1
InvestmentGuru — 15 stocks with bullish setup, I’m watching closely in this market.
$IBM — Legacy giant quietly reinventing itself around AI and hybrid cloud. Consulting + watsonx is a sleeper com…↗
Jun 1
InvestmentGuru — SaaS Sector Scan — Green Across the Board
Every name on the SaaS watchlist closed green last week . No exceptions.
$NOW was the standout mover of the session — volume confirmed t…↗
Jun 1
InvestmentGuru — AI Trade Continues to Power Higher in Overnight Trading
The AI infrastructure and software rally is showing no signs of slowing down:
AI Server Makers
$DELL +3%
$IBM +13%
$HPE +9…↗
Jun 1
Shay Boloor — $PLTR JUST BROKE ABOVE $160 😳 https://t.co/3fCQjodLjh↗
KaizenInvestor — Time for my monthly portfolio update.
MTD performance: +40.4%.
YTD performance: +97.8%
I made a couple of trades this month. Bought some $WOLF and $FLNC in the beginning of the…↗
May 31
Shay Boloor — @VanquishTrader $PLTR getting close since they're on pace for $10B annual profit by 2028↗
May 31
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~5.0x
• $GOOGL ~3.1x
• $ALAB…↗
May 31
Shay Boloor — $PLTR is on pace for ~$10B in annual profit by 2028:
• 2026: $4.5B (+220% YoY)
• 2027: $6.7B (47% YoY)
• 2028: $10B (+50% YoY)
Palantir is building the layer that turns AI from i…↗
May 31
InvestmentGuru — 10 Best Stocks to Own Right Now
A conviction list built for this market. AI infrastructure. Memory supercycle. Fintech re-rating. Photonics bottleneck. Every name here earns its s…↗
May 30
InvestmentGuru — DRONES ARE BACK — AND THIS TIME IT’S INSTITUTIONAL
On May 27, the Wall Street Journal reported that the Pentagon is actively negotiating to take direct equity stakes in American d…↗
May 30
PhotonBull — Palantir Technologies ($PLTR) was once the most discussed stock on FinX and a true retail favourite
A year later and the stock is not that popular anymore
It is only down 25% fro…↗
May 30
BMSInvests — For everyone that’s new, I also help to run an investment discord server (for a very small fee - £5pm).
The discord is full of subject matter experts and great stock picks.
I fou…↗
May 30
amit — $PLTR
The biggest concern around Palantir over the past 2 years has been its valuation.
That concern should not be that relevant anymore.
If we are looking at other companies in…↗
May 30
InvestmentGuru — The Market Just Sent a Clear Signal. Are You Positioned?
THE MARKET MADE NEW ALL-TIME HIGHS
The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…↗
May 30
BULL OF BRITAIN — Random thoughts this week and stuff I’m looking at (market rundown kinda)
- Adding to $AAOI, $LPK and $SIVE
> Oversold from SaaS pivot (AAOI hitting 200DMA)
> Jensen “we need…↗
May 30
Mike Investing — President Trump has only ever exclusively mentioned one stock by its ticker…
That happens to be $PLTR.
With Palantir breaking out of its 10 month bull flag the next move can be e…↗
May 30
Shay Boloor — $ORCL founder Larry Ellison says next phase of AI will come from combining public models with proprietary enterprise data.
These 5 names own some of the deepest proprietary data m…↗
Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…↗
Mike Investing — President Trump quite literally just gave you a guide how to become rich off the stock market in 2026…
Last time he did this was with:
~ $INTC at $19 which ran +595% to $132+
~ $…↗
May 29
NoLimit — $PLTR Palantir.
Trump bought hundreds of thousands of dollars worth in Q1, then publicly hyped it on Truth Social.
His exact words: "Palantir has proven to have great war fightin…↗
May 29
Alphatica — Yesterday: +$21.2B record buy. Today: net sell. The playbook flipped.
$MSFT +$2.45B with $5.6M in sells. $PLTR +$894M with zero sells. $NVDA +$1.08B. Buy platforms and AI. Sell ev…↗
May 29
Trade Whisperer — @aymanraouf I don't like the CEO so I go for the alternative. $NOW $PLTR↗
May 29
Trade Whisperer — $NOW+ 14% $PLTR +9% $CRWD +8% $RDDT +5% $MSFT +4%
Remember, these aren't just some random picks of mine. I've shared the AI thesis with all five since 2024.↗
May 29
Trade Whisperer — @BrianWoolf333 My pleasure. Long $PLTR $RKLB $NOW $MU $TSM $CRWD↗
May 29
Trade Whisperer — @riskrewardalgo $NOW solves mundane enterprise problems (backend stuff)
$PLTR solves critical enterprise problems, the actual core company missions.↗
May 29
Wolf Capital — @SPX_Mike Yeah after the trump card showing how powerful $DELL was really turned the jets on for $PLTR today. Of which I was too distracted! Lmao↗
May 29
Chris Ray — I think the final leg leading to some sort of “blow-off top” is all the laggards catching a bid.
$PLTR, $SOFI, software, and others all seeing that now after trailing Semis, Memor…↗
Trade Whisperer — $NOW is up 24% since Tuesday.
Surprise. I wrote the Agentic AI thesis on $NOW 16 months ago.
Too early. Ahead of the curve. Just like $MU $PLTR $RKLB↗
May 29
Michael | Hypermarkets — 2 years ago, I called out $ASTS at $2. Its up 6500% so far at $130.
My target at least $200+ when $SPCX IPOs.
Right now, $ORCL is the most obvious play. Its earnings is on June 1…↗
May 29
InvestmentGuru — SaaS is back in full send mode yesterday.
→ $SNOW +38.80% — that’s not a typo
→ $RDDT +7.35%
→ $SHOP +7.80%
→ $NOW +7.68%
→ $PLTR +7.95%
→ $ZETA +4.37%
→ $DDOG +2.96%
→ $IGV +3.0…↗
May 29
Trade Whisperer — Agentic AI is the most important investment theme of the next decade. So what does it actually take to win?
You cannot drop an AI agent into an organization and expect it to perfo…↗
May 29
Trade Whisperer — @RealDennisS22 It seems like $PLTR can do everything $PATH can?↗
Mike Investing — President Trump has gone undefeated in the stock market…
First he called $INTC at $19 which ran +594% to $132.
Next he called $DELL at $230 which ran +88% to $433.
Now he’s tell…↗
May 29
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Dell $DELL says customer conversations around AI infrastructure are increasingly multi-year in nature,…↗
May 29
Vulture trades 🦅 — I found the next $DELL type play
A generational wealth opportunity…
Mark my words.
I found the next $GME $AMD $NVDA $PLTR $TSLA type play
10,000% potential play
Like + comme…↗
May 28
The Assembly — This is insane.
May 8th, Donald Trump said "Go out and buy a Dell, they're great."
$DELL is currently up 29% after hours after reporting stronger than expected earnings.
That pu…↗
May 28
Trade Whisperer — @gregory_FTA Hi Greg, I've had a lot of toxic people to deal with this past week. You are not one of them, but here's what I have to say to the people spreading negativity: mind yo…↗
May 28
Trade Whisperer — $MU I have never seen a stock break through Fib 1.618 that cleanly and confidently. Not even $PLTR.
Re-rate is in FULL force.
Not trimming until (M) PINK candle.
Get 300+ charts…↗
amit — so is software back or is the market just playing with our emotions again
$PLTR +5.2%
$SHOP +4.7%
$RDDT +5.1%
$NOW +6.5%
$FIG +7.2%
can we finally stop this nonsense about AI…↗
May 28
Alphatica — ROTATION SCANNER | May 28, 2026
$ARKK leads +3.0%. $IGV +2.5%. All factors green. Innovation back. The risk trade is on.
Leader: $ARKK (ARK Innovation) +3.0%
Laggard: $XLU (Utili…↗
InvestmentGuru — $SNOW’s monster quarter just sent a signal across EVERY sector of the market
Here’s the full sector-by-sector breakdown of what it means and what to watch
DATA INFRASTRUCTURE — Di…↗
May 28
Tigris 会讲课教授是好老师 — $SNOW 财报后盘后暴涨超30%。为何不怕AI杀死软件了？
收入34%，全年指引上调只是表面。市场真正重新定价的，是 Agentic AI 进入企业之后，谁能掌握数据、权限、治理和行动接口，谁就可能从“被 AI 吃掉的软件”，变成 AI 必须经过的控制层。
这正是我此前这篇文章的核心判断……
看懂它，也就看懂今晚 $SNOW 为什么涨。
AI 杀死的…↗
May 28
CK Capital — @BagholderPhD i like $RDDT and $PLTR↗
May 28
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗
May 27
amit — @SayNoToTrading Okay I said I bought at $103.85 in the initial post so I OBVIOUSLY cannot compete with the low cost basis optimizer who bought years ago, ironically in 2019 when yo…↗
May 27
amit — @chadwahl 👀👀👀👀👀👀👀
ONTOLOGICAL TRADING
$PLTR $HOOD↗
May 27
Chris Ray — Many investors are still discounting the $ONDS x $PLTR partnership.
This will have a more transformative effect on the business than most realize.
Big thank you to @YoYInvestor f…↗
May 27
Trade Whisperer — $MU $977 overnight. That is +1475% since my Bargain of the Century call at $62.
And the real breakout has not even started yet.
Nearly 5,000 documented posts dating back to 2024…↗
May 26
Michael Sikand 🦑 — @ParadisLabs Appreciate, but I didn't call $PLTR! One man did.↗
May 25
InvestmentGuru — PORTFOLIO holdings UPDATE — May 2026
$PLTR — AI operating system with government + commercial compounding. The original conviction hold.
$CLS — Advanced packaging demand accelera…↗
May 24
PhotonBull — $SOFI is now at the same price as it was at the end of 2024
It has given back all the gains of the bullrun since then
I wonder what happened here and if it could be an opportunit…↗
May 24
Trade Whisperer — Four Bargains of the Century. 120,000 followers.
$MU at $62
$RKLB at $13
$PLTR at $21
$SNDK at $200
16,000 conviction posts. Zero noise.
Most accounts need 50 tickers. I needed f…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
May 23
Shay Boloor — One of the biggest requests I’ve gotten was for more short-form video content so we launched a new FE YouTube series with 5-10 minute earnings breakdowns & company deep dives.
So…↗
May 23
amit — @SayNoToTrading @JT59052914 yet you couldn’t optimize getting lower than $124 on $PLTR that one day in April… https://t.co/oRyt6kOgtt↗
May 23
Shay Boloor — 10 WAYS TO PLAY ROBOTICS IN 2026
1. $TSLA building one of the most vertically integrated humanoid stacks combining Optimus Gen 3 hardware, its in-house AI5 inference chip & same F…↗
The Future Investors — The Future Investors presents the 30 quality stocks with the highest free cash flow margins — excluding stock-based compensation 📈🤑
1. $APP | AppLovin - 68.3%
2. $MA | Mastercar…↗
May 21
Trade Whisperer — $MU $62 → $757. +1120% since my "Bargain of the Century" callout
$SNDK $200 → $1540. +670%
$RKLB $13 → $134. +930%
$PLTR $21 → $200. +850%
Four names. 15,000 conviction posts. Zer…↗
May 21
Trade Whisperer — $SNDK from $200 → $1,540. +11% today. What a comeback.
$MU $62. $PLTR $21. $RKLB $10. $SNDK $200.
The pattern does not change. Be Patient.
Thousands of conviction posts. Zero no…↗
May 21
amit — @PLTRs_Palantir yup, and you know about how much paytience pays with our beloved $PLTR
people want alpha within a week at this point and it’s becoming pretty ridiculous↗
May 21
Daniel Koss — $BE is up 1611% in 1 year!
Now if we believe $FCEL (stock) is truly the next $BE or even comparable, the hard part is obvious:
not selling...
I genuinely don't know how to appro…↗
Trade Whisperer — $RKLB ran from $13 to $134 (+901%) since my original thesis post.
I gave you thesis before the crowd. You were either there or you weren't just like $MU $PLTR $SNDK calls in 2024.↗
Midas — I personally believe investing in the S&P 500 when you are under 30 is the DUMBEST financial situation you can do.
Why bother with a 10% YOY return when you can buy 10x stocks li…↗
May 19
PhotonBull — Donald Trump might be the goat of trading
This is him on $PLTR https://t.co/ai8uCIg1Y4↗
May 19
Shay Boloor — $PLTR and $DELL are bringing Palantir Foundry on-prem through Dell AI Factory.
The bigger idea is turning siloed enterprise and sovereign data into a governed “business API” for A…↗
May 19
BMSInvests — @BMSInvests Portfolio Update
My portfolio is still heavily weighted to defence:
• $ONDS: 94.71%
• $AVAV: 3.17%
• $KRKNF: 2.12%
I sold out of $SRFM for +12% after $PLTR sold near…↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
May 18
Dillon Valdez — $PLTR is a good valuation-vs-narrative test.
The story is real: AIP, Ontology, enterprise workflows, and AI adoption all sit in the lane the market wants to underwrite.
But a gre…↗
May 18
Chris Ray — This, plus the $PLTR partnership, will put $ONDS into a class of its own.
Their tech is getting super sophisticated now. 👀 https://t.co/bCc8SFOnuu↗
May 17
Shay Boloor — One of the biggest requests I’ve gotten was for more short-form video content so we launched a new series on the FE YouTube channel where I share 5-10 minute earnings breakdowns.…↗
Shay Boloor — What $10K became in three years:
• $AAOI ~$1,105,000
• $SNDK ~$386,610
• $QBTS ~$362,050
• $RGTI ~$335,400
• $RKLB ~$275,600
• $VRT ~$237,600
• $LITE ~$209,310
• $BE ~$201,060
• $…↗
May 17
InvestmentGuru — 5 STOCKS BUILT TO LEAD THIS MARKET
The names institutions are watching. The names retail is sleeping on. Here’s why these five aren’t just holdings — they’re market leaders in the…↗
May 17
unusual_whales — BREAKING: Trump purchased up to $630,000 worth of Palantir, $PLTR, during the first three months of the year.
In March alone, Trump made at least seven purchases of Palantir total…↗
May 16
InvestmentGuru — Play to watch in Physical AI
🤖 Robotics & Automation
Humanoids, service robots, warehouse bots, field robotics
Core Platforms & Robotics Builders
$TSLA – Optimus humanoid plat…↗
BMSInvests — 🚨 Palantir ($PLTR) just filed its 13G amendment:
Stake in Surf Air Mobility ($SRFM) cut sharply QoQ — from 9.4% (5.95M shares) at YE2025 to 3.5% (3.49M shares) as of Mar 31.
↓2.…↗
May 15
InvestmentGuru — Trump’s Q1 2026 Portfolio Moves Just Dropped, And the rotation tells a very clear story.
What He SOLD
→ $AMZN — $5–25M range
→ $META — $5–25M range
→ $MSFT — $5–25M range
Exiting…↗
May 15
InvestmentGuru — 0DTE Watch — If Market Bounces Today, It’s monthly OPEX Friday. Futures red. Inflation fear. But dip buyers have shown up 7 weeks straight. If the bounce comes — here’s where the 0…↗
May 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $CBRS Cerebras opened about 75% above its expected IPO price of $185, giving the AI chip company a rou…↗
May 14
Nancy Pelosi Stock Tracker ♟ — Breaking: Trump owned Palantir when he tweeted about it
On April 10th he literally tweeted the $PLTR ticker
"Palantir Technologies (PLTR) has proven to have great war fighting ca…↗
May 14
Shay Boloor — $ONDS is trying to build a full 'system-of-systems' across aerial drones, counter-drone systems, ground robotics, ISR, border security, demining and AI-enabled command-and-control.…↗
Chris — President Trump just disclosed over 100 pages of stock trades to the White House Office of Ethics.
One of the first times we’ve seen a sitting President actively trading individua…↗
May 14
amit — PRESIDENT TRUMP JUST SUBMITTED HIS STOCK PURCHASES/SALES TO THE WHITE HOUSE OFFICE OF ETHICS.
The document is over 100 pages and has thousands of trades.
This is one of the first…↗
May 14
Shay Boloor — $ONDS says its $PLTR partnership is helping connect air, ground & stratospheric defense systems into one AI operating platform.
Their SkyWeaver platform combines Ondas hardwar…↗
May 14
BMSInvests — $ONDS 🤝 $PLTR
“Our partnership with Palantir Technologies is adding tremendous operational value and helping to advance our layered, multi-domain ISR roadmap. By leveraging Palan…↗
Wayne Liang — I'll make this super clear for people wondering if $DGXX or $SLNH is more asymmetric:
They serve two completely different purposes, in different layers of the same supercycle. Bot…↗
May 13
Michael | Hypermarkets — 1 year ago, $LITE was at $40. It's up 2600% so far at $1040.
Here's 15 stocks surging right now like $LITE:
1/ $RXT — Rackspace Technology up +1,500% this quarter (favorite for m…↗
May 13
Jason Luongo — 5. $PLTR - Palantir
Q1 revenue $1.63B, up 85% - the fastest growth since going public. US government revenue hit $687M, up 84%. US commercial revenue growing 120%. Rule of 40 scor…↗
May 13
Chris Ray — A day out from $ONDS Q1 2026 earnings results… some thoughts:
It’s been pretty quiet - definitely a noticeable lack of press releases coming from Ondas than what became the norm 1…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Stocks opened lower today as investors reacted to hotter inflation, rising oil prices, and renewed con…↗
May 12
Shay Boloor — $PLTR & $SAP are expanding their partnership to use Palantir AIP with SAP’s AI tools to speed up complex enterprise data migrations into SAP Cloud ERP.
$ACN joins as the first…↗
May 12
Shay Boloor — $PLTR CEO Alex Karp met with Ukraine President Zelenskyy to discuss expanding cooperation with the American defense sector.
Zelenskyy said they covered combat and civilian use cas…↗
unusual_whales — NHS England has granted external staff from companies including Palantir, $PLTR, “unlimited access” to identifiable patient data while working on a part of its flagship data platfo…↗
May 11
JC Investing — Trump gave you $INTC (+460%)
Now he’s giving you
$PLTR at $137
$DELL at $260
Don’t miss out again https://t.co/CPGBUirE17↗
May 11
BMSInvests — $SRFM earnings tonight.
Expect to hear the $PLTR partnership be mentioned quite a lot, but apart from that we just need to see cash burn decelerate and beats across the board afte…↗
InvestmentGuru — 5 Small Caps with Large Cap Potential
1. $RKLB — Rocket Lab
The clearest space infrastructure compounder. Q1 2026 revenue hit a record $200.35M, up 63.5% YoY, with a $2.2B backlog…↗
May 10
InvestmentGuru — @menshush $PLTR is still a long-term structural AI winner, but in the short term it behaves like a high-beta momentum + valuation story. Buy weakness, not headlines. Let price come…↗
May 10
KaizenInvestor — I have some new followers asking about my porftolio. I always give a monthly update on my portfolio but as I had the question a lot last week, I share it again.
I have 15% cash b…↗
May 10
Wolf Capital — Trump casually name-dropping tickers and the market actually listens?
Past calls on $INTC, $TMQ, $LAC went nuclear (500%? lmao). Now he’s hyping $DELL @ $260 and $PLTR @ $130.
Yo…↗
May 10
InvestmentGuru — The market is up. Oil is at $100+. Inflation is sticky. And bonds are whispering something equities are ignoring.
Here’s what’s actually going on-
OIL SHOCK REALITY
➜ Geopolitic…↗
May 10
Trade Whisperer — $MU at $62
$SNDK at $200
$RKLB at $13
$PLTR at $21
Four names. Zero noise. 100,000 followers.
Most accounts need 50 tickers. I needed four.
And the mission stays exactly the same…↗
May 9
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 8
BMSInvests — Probably nothing..
🇳🇴 $ONDS Chief Operating Officer, Gen. Patrick Huston @ Oslo Tech Show‼️
Few tags there for $PLTR, NATO, DoW, USMC, USSOCOM etc.👀 https://t.co/bFqc5PJzc6↗
May 8
Jason Luongo — 3. Covered Call on $PLTR
$PLTR at $136.00. If I owned 100 shares, Claude found:
$155 call, June 12 expiration (36 DTE)
Delta: 0.24
IV: 48.8%
Premium: ~$2.79 (mid)
The $155 strik…↗
Shay Boloor — $PLTR has generated ~$1.7B in U.S. government contract obligations in the past 16 months.
That nearly matches the entire 5-year cumulative total from 2020 to 2024. https://t.co/Bd…↗
May 7
Jason Luongo — 4. $PLTR - Palantir
Q1 revenue grew 85% - fastest since going public in 2020. US government revenue up 84%. Rule of 40 hit 145%. Closed 206 deals over $1M in a single quarter incl…↗
May 7
InvestmentGuru — $DDOG can bring some momentum in
$SNOW
$ESTC
$MDB
$CSCO
$PLTR↗
Trade Whisperer — 90k followed. Not because I throw out dozens of names with half baked thesis.
Thousands of conviction posts on $PLTR $MU $TSM $RKLB $SNDK $INTC $AMD. High positioning. Durable nam…↗
May 6
Jason Luongo — You could buy 100 shares of $PLTR right now for $13,388. Or you could buy the $100 call LEAP expiring June 2027 for ~$51.15. Similar directional exposure at a 0.80 delta. ~62% less…↗
May 6
Shay Boloor — Berkshire Hathaway’s $BRK.B ~$397B cash pile is now larger than $PLTR entire ~$345B market cap 🤯 https://t.co/wgudSrxT3A↗
May 6
Jason Luongo — 13. $PLTR - Palantir (AI Software)
Q1 revenue grew 85% - fastest since going public in 2020. US commercial revenue up 133%. US government revenue up 84%. Just raised full-year gui…↗
May 6
BMSInvests — $SRFM
SurfOS Enterprise Solution
•Go-to-Market: Active Pipeline
◦SurfOS Enterprise Solutions provides fully customized deployments of SurfOS powered by $PLTR Foundry and AI platfo…↗
May 6
BMSInvests — $SRFM Announces Details of SurfOS Commercial Launch Plan
BrokerOS Commercially Live Since December 2025 and Growing in 2026.
OperatorOS Scheduled for Commercial Launch in Second…↗
Nancy Pelosi Stock Tracker ♟ — Sen. Hickenlooper, let us know when you pay your fine
Because you just violated the stock act by taking over 384 days to file your Palantir trade
You sold $PLTR back in June 202…↗
May 5
Michael Sikand 🦑 — I think this was made this pretty clear for months?
Don't really understand people holding $PLTR or Mag 7...
The trade is enriching yourself downstream off their capex.↗
BMSInvests — In July 2025, I went all-in on $ONDS.
Today, that single bet has delivered a 10X on my portfolio and I’m forever grateful for that decision I made.
But, as we step into May, I’ve…↗
May 5
Alphatica — MORNING INTERNALS | 11:12 AM ET
Nasdaq new all-time high. NYSE leading. Volume still missing.
The Nasdaq hit a new all-time intraday high. S&P +0.70%. Oil pulled back 3% to $103.…↗
May 5
Jason Luongo — 5. $PLTR - Palantir
Q1 revenue grew 85% - fastest since going public in 2020. US commercial revenue up 133%. US government revenue up 84%. They just raised full-year guidance to 7…↗
May 5
James East — Large Language Models working in #insurance, an example.
In close collaboration with Palantir $PLTR and Anthropic, $AIG has begun the next phase of its agentic AI strategy.
" ..…↗
May 5
Shay Boloor — $PLTR is calling itself a “no slop zone” after replacing legacy tools like CRM internally and positioning itself against thin software that charges rent without delivering outcomes…↗
May 5
amit — $PLTR
Palantir just put up one of the strongest earnings we have seen throughout the entire stock market. The level of growth across core metrics that the street did not expect to…↗
May 5
Trade Whisperer — Thought $PLTR's Rule of 40, Score of 146 was high?
You haven't seen memory yet.
SK Hynix: 270
$MU: 265
Forward PE of 4x - 9x
World class growth. Basement level valuations.
The M…↗
May 5
Puru Saxena — Very strong Q1 operating results from $PLTR
- Revenue $1.63B vs Est. $1.54B (+84% YoY)
- EPS $0.33 vs Est. $0.24
- US Commercial: $595 M (+130% YoY)
- FY26 Revenue guide $7.64B…↗
May 5
Shay Boloor — $PLTR two years ago:
• FY26 revenue estimates were ~$3.7B
• U.S. Commercial revenue was ~$500M with 427 customers
$PLTR today:
• FY26 revenue estimates are ~$7.6B
• U.S. Commercia…↗
May 4
Shay Boloor — If $NVDA is the factory where intelligence gets produced then $PLTR is trying to become the system that tells that intelligence what to do in the real world.
Palantir is showing t…↗
May 4
Shay Boloor — @YahooFinance $PLTR is truly showing the market what it means to dominate in the age of AI.↗
May 4
InvestmentGuru — $PLTR
The fundamentals are undeniable — this is one of the best revenue acceleration stories in software. The AH dip, if it holds into tomorrow, could be a short-term entry for tr…↗
May 4
TheValueist — $PLTR KEY READ-THROUGHS FROM PALANTIR TECHNOLOGIES Q1 2026 EARNINGS CALL
Palantir’s Q1 2026 call provided a high-signal read-through across AI infrastructure, software, defense, c…↗
May 4
Shay Boloor — $PLTR CEO Alex Karp has a message for retail investors:
https://t.co/HEvaxQelSQ↗
May 4
Dillon Valdez — Palantir is going to a $1T valuation.
They’re going after Anthropic, and rightfully so.
Without the correct context (Ontology), LLM’s just shoot from the hip.
$PLTR↗
amit — $PLTR
PALANTIR Q1 2026 EARNINGS:
- Revenue of $1.63B, +85% YoY
- U.S. Revenue of $1.28B, +104% YoY
- GAAP Net Income of $871M, 53% margin
- Rule of 40 of 145%
- Increasing FY 26…↗
May 4
Shay Boloor — $PLTR just delivered its fastest revenue growth ever growing +85% YoY with higher operating margins than $MSFT & $ADBE.
Hard to argue Anthropic or OpenAI is “moving up the st…↗
Shay Boloor — $PLTR just put up its fastest revenue growth ever as a public company growing +85% YoY.
Tough night for the “Anthropic will just move up the stack and kill Palantir” crowd. https:…↗
May 4
Shay Boloor — $PLTR JUST POSTED A RULE-OF 40-SCORE OF 145 🤯 https://t.co/gwaxi6JlWS↗
KaizenInvestor — $PLTR destroyed Q1 earnings estimates. Revenue grew 85% YoY and EPS 325% YoY. One of the best AI companies to have in portfolio.
The sheer volume of high-value deals closed, inc…↗
unusual_whales — BREAKING: Palantir, $PLTR, earnings:
- EPS: $0.33, est: $0.28
- Revenue: $1.63 billion, est: $1.54 billion↗
May 4
The Future Investors — 𝗣𝗮𝗹𝗮𝗻𝘁𝗶𝗿 𝗤𝟭 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $PLTR
EPS: $0.33 vs $0.28 est. ✅
Revenue: $1.63B vs $1.54B est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟮 𝟮𝟬𝟮𝟲
Revenue: $1.797B-$1.801B vs $1.68B e…↗
May 4
InvestmentGuru — $PLTR Q1 2026 Earnings Just DROPPED — And They Are INSANE
Palantir didn’t just beat expectations. They obliterated them.
Key Numbers:
→ U.S. Revenue Growth: 104% Y/Y
→ Total Rev…↗
May 4
Shay Boloor — $PLTR ABSOLUTELY DESTROYED THEIR EARNINGS
• Revenue $1.63B vs Est. $1.54B
• EPS $0.33 vs Est. $0.24
• US Commercial: $595M (+130% YoY)
FY26 Guidance
• Revenue $7.64B vs Est. $7.…↗
May 4
Alphatica — ROTATION SCANNER | May 4, 2026 | 3:00 PM ET
Oil surges. Semis break. Biotech leads. Every factor red.
Leader: USO (Oil) +2.8%
Laggard: TAN (Solar) -1.4%
Spread: 4.1%
The Iran mi…↗
May 4
Trade Whisperer — $PLTR Holy Lord. Just imagine.
Ontology + Agentic AI = AI on steroids.
Without ontology, AI can act but cannot understand. With $PLTR, the agent knows the full semantic map of an…↗
May 4
Wayne Liang — So we all know fundamentals will tell us what stocks to buy, and technicals can tell us when to buy...
Here's a mix of Neocloud Infrastructure updates using technicals (1D) & fund…↗
May 4
Alphatica — MORNING INTERNALS | 11:04 AM ET
Records behind us. Missiles ahead. The internals are split.
The S&P and Nasdaq closed at all-time highs Friday. Five straight weeks of gains. Over…↗
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
May 4
Trade Whisperer — Wild Overnight 🔥
$SNDK $200 → $1240 (+520%)
$MU $62 → $566 (+812%)
I gave the signal and thesis you needed.
Your only regret? Not following me soon enough.
5-year LTAs killed t…↗
May 3
Shay Boloor — Last week was wild for anyone tracking the AI cycle.
We got a ton of new data on where things are heading and we covered it all on the latest Futurum Equities podcast:
• Big Tec…↗
May 3
Alex A.C. — Looks like the FAA 🇺🇸✈️ wants to start automating the air traffic control (with AI). $PLTR , $HO and ASI after the task
It's sensible to think that on the other hand will promot…↗
May 3
KaizenInvestor — $PLTR to report earnings tomorrow. I bought the stock at $30.67 and is my second largest holding at the moment.
Since I bought the stock, the earnings have been spectacular. I exp…↗
amit — @arny_trezzi She only looks like she’s not paying attention because she already trusts you and your $PLTR knowledge enough to know that they will crush without you needing to expla…↗
May 3
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~4.9x
• $GOOGL ~3.2x
• $PLTR…↗
Trade Whisperer — Listen up and rejoice. The market has not priced in the Agentic AI inflection, yet. Not even close.
CPU-to-GPU ratio: 1:8 → 1:1
Memory shortage through 2027+
NAND prices up 70-75%…↗
Shay Boloor — 2026 WILL BE THE SUMMER OF SPACE
SpaceX now has a 92% implied chance of going public this summer which could become the forcing function for the space trade.
A rumored $2T valuat…↗
May 2
Shay Boloor — KEY LEVELS TO WATCH FOR POPULAR STOCKS
• Bullish | $NVDA, $AMD, $MU, $AVGO, $NBIS, $ONDS, $AEHR, $CIFR, $RKLB, $IREN, $AAOI
• Hold | $TSLA, $OKLO, $IONQ, $HIMS, $OPEN
• Bearish |…↗
The Future Investors — Next week is absolutely packed with major earnings reports on deck 🚀
Monday: $PLTR, $DUOL
Tuesday: $SHOP, $AMD, $ANET, $TMDX
Wednesday: $NVO, $ADYEN, $UBER, $AXON
Thursday: $CRWV…↗
May 1
BMSInvests — @BIG_HOMIE_1 $SRFM is easily the most speculative, essentially relying on SurfOS w/ $PLTR.
$KRKNF speaks for itself with Anduril and Covelya.↗
May 1
BMSInvests — @itschrisray Literally only in it for SurfOS w/ $PLTR. $PLTR own a decent chunk of them now too and they want to become the industry leader.
It’s 1% of the port and won’t go any h…↗
May 1
KaizenInvestor — The rating of my current holdings according to this framework.
$GOOGL: 97/100
Alphabet’s management operates with relentless execution and immense capital discipline. While the sh…↗
May 1
Trade Whisperer — $MU From $62 to $545 +780%
$SNDK From $200 to $1150 +475%
This thread was the exact signal & thesis you needed. Same as my $PLTR $RKLB $TSM calls. Thousands of high conviction…↗
May 1
Nick Colas & Jessica Rabe (DataTrek) — One sound bite captures the dramatic change in Tech sector dynamics over the last 6 months: $INTC now has a larger market cap than $PLTR ($499 vs $342 billion).↗
May 1
Trade Whisperer — $RDDT +69% YoY Revenue Growth. EPS up 7x.
Non-AI name. AI-level growth.
$PLTR $MU $TSM $RKLB $SNDK. Now $RDDT.
Same process. Same conviction. https://t.co/laVfXjaHHv↗
Mike Investing — There is one name that is about to dominate the rapidly scaling drone theme…
That is $ONDS.
With 560% growth in backlog over the last 3 months, $1.5B in cash, & with a 35% short…↗
Apr 28
Mike Investing — The White House is quite literally telling you to buy these 5 sectors…
Rare Earths ~ $USAR, $MP, $CEG
Space ~ $RKLB, $PL, $ASTS, $LUNR
Chips ~ $AMZN, $AMD, $GOOGL, $TSM
AI Infr…↗
Apr 27
AlmaCap — Institutional risk capital is rotating out of defence/space (growth sectors) and into the AI semiconductor supply chain...
We have know the plays for months, institutions are foll…↗
Apr 27
JC Investing — @R1chardMaur1ce Yep mine was similar I started buying $PLTR at $7↗
Apr 26
Alphatica — @rawsalerts Palantir's entire business model is becoming the operating system for the federal government. Defense, intel, health, now airspace. This isn't an AI story. It's a procu…↗
Apr 26
KaizenInvestor — @genrevai I have $PLTR as well. Got them for almost 2 years now.↗
Mike Investing — The $NVDA CEO quite literally has been telling you what to buy…
In 2025 Jenson called:
$NBIS at $21 & is now up 680%
$APLD at $3 & is now up 1,200%
$TSM at $180 & is now up 130%…↗
Trade Whisperer — From my AMA. A skeptic asked a fair question about my credentials and here is my straight answer. Just don't hate me. Okay? 😀
I am an expert in Memory Eng. and Data Science but I…↗
Apr 25
Shay Boloor — THE WHITE HOUSE BASKET
Government Ownership
• $USAR rare earth supply chain reshoring
• $MP critical minerals & magnet supply chain
• $LAC domestic lithium supply for batteries
•…↗
Lando — @DeepValueBagger @daniel_koss DVB I like a lot of your work, but the engagement farming comment was justified. It’s unfortunate that that’s what X is, and I’m aware that this post…↗
Apr 24
Trade Whisperer — $SNDK from $200 to $1000
I gave you the signal. I gave you the thesis. Same playbook as my $MU $62, $PLTR $21 $RKLB $10. I've dropped thousands of rare, high-conviction insights…↗
Apr 24
Mike Investing — Expected revenue growth over the next 5 years:
Nebius $NBIS: +564%
Intuitive Machines $LUNR: +473%
Iren $IREN: +363%
Palantir $PLTR: +325%
Rocket Lab $RKLB: +320%
Nvidia $NVDA: +2…↗
Apr 24
Mike Investing — Earlier this week the Pentagon announced a $1.5T Defense budget…
Here are the top 10 Biggest Winners:
1. $PLTR ~ Palantir
2. $ONDS ~ Ondas
3. $RKLB ~ Rocket Lab
4. $ASTS ~ AST S…↗
Apr 23
Mike Investing — I've said this before, and ill continue to say it...
$AMD will be the next trillion dollar AI mega cap stock very soon.
With 35%+ CAGR till 2030 there is no reason not to own $AM…↗
Apr 23
Michael | Hypermarkets — On November 30, 2022, ChatGPT launched. SPY was at $390 and now up 80% at $712.
Since then, AI has changed our world.
$APLD $1 -> $42 (4100%)
$IONQ $5 -> $84 (1580%)
$ASTS $2…↗
amit — $PLTR
IT'S TIME TO MODERNIZE FARMING IN AMERICA.
Palantir gets a $300M contract with the US Department of Agriculture to modernize services for American farmers, giving them the…↗
Apr 22
Shay Boloor — $PLTR signed a $300M USDA deal with the USDA to modernize farm-tech infrastructure and support the agency’s “One Farmer, One File” initiative.
Palantir’s Landmark platform will re…↗
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
Nvidia $NVDA – 1.75M contracts
Tesla $TSLA – 1.19M contracts
Apple $AAPL – 1.14M contracts
Microsoft $MSFT – 805K contracts
Amaz…↗
Apr 21
Jason Luongo — The White House is telling you exactly where to invest with the new $1.5 trillion defense budget.
Here are 5 stocks I'll be watching closely:
1. $PLTR - Palantir
The Pentagon ju…↗
Shay Boloor — Nobody is doing AI better than $PLTR right now.
AIP has become such a catalyst for its commercial business that the company is growing 62% in 2026 (more than double the next-faste…↗
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 3.43M contracts
2. Nvidia $NVDA – 2.46M contracts
3. Apple $AAPL – 1.41M contracts
4. Netflix $NFLX – 875K cont…↗
Apr 20
Shay Boloor — WHERE THE ENTERPRISE AI STACK IS BEING BUILT
1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-w…↗
Apr 20
BMSInvests — Front page of the $ONDS Oppenheimer report, April 2026:
• Guiding for $825M in revenue for FY27
• Iran war a catalyst for UAS/CUAS platforms
• DAWG initiative another tailwind
• $…↗
Apr 20
unusual_whales — The US Federal Aviation Administration has brought in Palantir, $PLTR, to compete on a new artificial intelligence tool for air traffic management, per Bloomberg.↗
Apr 19
Trade Whisperer — 70k followed. Not because I throw out dozens of names with half baked thesis.
Thousands of conviction posts on $PLTR $MU $TSM $RKLB $SNDK. High positioning. Durable names. Real th…↗
Apr 19
Mike Investing — Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon…
These 5 layers include:
1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO
2. Chips ~ $NVDA, $AMD,…↗
Apr 19
Shay Boloor — 22 BELIEFS FROM $PLTR OWN MANIFESTO THAT EXPLAIN WHY IT WILL NEVER APOLOGIZE FOR WHAT IT BUILDS
1. Silicon Valley owes a debt to America & should help defend it
2. Consumer apps a…↗
Apr 19
Shay Boloor — @JRupena $PLTR will continue holding the top spot because they're an AI operating system biz where every new deployment increases the switching cost and expands the contract value…↗
Apr 19
Shay Boloor — $PLTR is reportedly among the companies competing to build a new FAA AI tool for air traffic management.
That comes just over a week after winning a sole-source FAA contract for d…↗
Apr 18
Shay Boloor — KEY LEVELS TO WATCH FOR POPULAR STOCKS
• Bullish | $NVDA, $TSLA, $AMD, $MU, $AVGO, $NBIS, $ONDS, $AEHR, $CIFR, $RKLB, $IREN, $AAOI
• Hold | $HOOD, $OKLO, $IONQ, $HIMS, $OPEN, $SOF…↗
InvestmentGuru — Project Glasswing — AI Just Changed Cybersecurity Forever
Project Glasswing is a major signal shift: AI is no longer just a tool for building software — it’s now actively breaking…↗
Apr 17
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 16
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 2.62M contracts
2. Nvidia $NVDA – 2.26M contracts
3. AMD $AMD – 1.33M contracts
4. Netflix $NFLX – 1.32M contra…↗
Apr 16
Nancy Pelosi Stock Tracker ♟ — Don't overcomplicate it
Palantir hasn't gone down once since President Trump posted the ticker $PLTR on Truth Social https://t.co/Uci6EQKRmq↗
Apr 16
Shay Boloor — @VanquishTrader Yet Burry is short $PLTR...↗
Apr 16
Cobra — I’ve only seen this setup 1 time in 6 years 👀
I’m putting $500k in this SINGLE stock
Very similar to $PLTR today that made millionaires
•$100 → $100,000 overnight
•$300 → $300,…↗
Apr 16
amit — Today was a pretty crazy day for the stock market.
How are people feeling? Too much too quickly? Coiled spring that was ready to burst?
Best 12-day stretch since 2009. It has leg…↗
Apr 15
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 5.7M contracts
2. Nvidia $NVDA – 3.6M contracts
3. Microsoft $MSFT – 1.56M contracts
4. Apple $AAPL – 1.50M con…↗
Apr 15
amit — Thank you to Mr. Market for letting us buy $PLTR at $120 last week.↗
Apr 14
Jason Luongo — Every industry has an incumbent that stopped innovating.
These companies are coming for their lunch:
$HOOD - brokerage
$SOFI - banking
$OSCR - health insurance
$PLTR - enterprise…↗
Apr 14
Michael Sikand 🦑 — I'm cleaning out this fucking Casino.
My top 3 highest conviction longs all more than doubled this year?
While most FinX accounts still got you a baggie on $PLTR $TSLA $HOOD $RKL…↗
Apr 13
JC Investing — @Mariusz_Invest Facts I started at 16 but didn’t take it serious until 18 wish I took it serious straight away
Also wish I held on to some stocks for longer (I was buying $PLTR a…↗
Apr 13
Cobra — Yesterday I said I had a similar set up to $PLTR that made millionaires
Today I called $BE which looked amazing and then it announces news with $ORCL
INSANE set up that just pai…↗
Apr 13
The Future Investors — SaaS investors today… after months of pain, finally celebrating 🍾🤣
$CRM $NOW $ADBE $PLTR $WDAY https://t.co/NT8kHcvRzq↗
Trade Whisperer — $SNDK from $200 to $900
I gave you the BLUE candle signal. I gave you the thesis.
Same playbook. $MU at $62. $PLTR at $21. $RKLB at $10.
Choose your notifications wisely.↗
Jeff York, PPT — $PLTR today, is pop n off the YDML #Pivotpoint. 🎯
I am using @Copilot more & more for buying & selling opportunities. Here is my convo on PLTR. https://t.co/vwc61X6U5C ht…↗
Apr 13
Chris — Focus puts GEX right on Chart or you can view a classic Heatmap Mode $PLTR https://t.co/L2p27HRozN↗
Apr 13
Chris — $PLTR Top Watch this Week for Upside https://t.co/PDF8oazLq4↗
Apr 13
amit — not too many software names that are green overnight
this one is
a bounce on SaaS names + the continued importance of Palantir in the conflict could reverse the downtrend.
$PLTR…↗
Apr 12
Cobra — I’ve only seen this setup 1 time in 6 years 👀
I’m putting $500k in this SINGLE stock
Very similar to $PLTR that made millionaires
•$100 → $100,000 overnight
•$300 → $300,000 in…↗
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular software names right now:
• $NET ~4.7x
•…↗
Apr 12
Shay Boloor — $PLTR AIP has been such a catalyst for its commercial business that the company is growing 62% in 2026 (more than double next-fastest software peer) while still posting higher oper…↗
Frenchie — Je vous présente @ParadisLabs la star montante du trading
Manager de hedge fund depuis 10 ans, spécialiste des thématiques de niches comme l'IA.
Paradis a un track record de furi…↗
Apr 11
Jason Luongo — A cash-secured put on $PLTR right now ties up over $12,000.
A put credit spread risks $825. Same bet.
Here's how it works.
You sell a put at a higher strike and buy a put at a l…↗
Apr 11
Mike Investing — These stocks are expected to over 3X their revenues within the next 5 years:
$NBIS - Nebius: +6400%
$ASTS - AST SpaceMobile: +5471+
$ONDS - Ondas: +3188%
$IREN - Iren: +1547%
$CRW…↗
Apr 11
Jason Luongo — @nithinbanti I think Microsoft is relatively safe bet for a leap ITM. $PLTR is a little risky for me. I would just prefer shares. Never know when the market will decide it’s to exp…↗
Apr 11
KaizenInvestor — Little introduction for new followers.
I’m 29 years old and currently work as a Commercial Director for a large corporation. I hold a Master’s and an MBA in Economics and Strategi…↗
Apr 11
KaizenInvestor — I’m currently first in a stock picking fantasy league. It’s a free game that you can play with your friends or the X community.
The game exist for around 6 months now and is buil…↗
Apr 11
Shay Boloor — David Sacks says $PLTR is one example of an application company being turbocharged by AI.
He argues the real question behind the SaaS selloff is whether value stays with the model…↗
Apr 11
amit — @stockswithtom I think most SaaS names are oversold, not sure which ones get back to the highs but my bets are $PLTR $ORCL and then your cyber names↗
Apr 11
amit — $PLTR
David Sacks on the SaaS selloff:
“I think the market is probably being too harsh here. The most important question is now at the application layer of the stack. Does all th…↗
シバイヌおやびん（投資系VTuber） — 「アルゴ・AIの裏をつく逆張りトレード」が有効な気がする
他のSaaSと一緒くたに売られた $CRWD $PANW $PLTR $APP などに投資妙味あるのでは？🤔
（I have a position.）↗
Apr 10
Trade Whisperer — $PLTR I am still at disbelief that Trump posted this. He literally spelled the Palantir stock ticker. He didn't have to. https://t.co/Xs9TbN10N7↗
Apr 10
CK Capital — $PLTR 40% off ATHs is definitely nearing a spot where many could add again.
If this stock drops any lower might be time to add.
Especially when you have the President praising t…↗
Apr 10
Midas — $PLTR down 3% today. https://t.co/vo1Dtf5Y4T↗
KaizenInvestor — Thanks Mr. President for trying to pump my stocks. $PLTR up 4% after the tweet. https://t.co/w8c9KjWxJn↗
Apr 10
Serenity — Our president is really posting about $PLTR as the stock dropped 16%?
Stating:
“Palantir Technologies (PLTR) has proven to have great war fighting capabilities and equipment”
Ev…↗
Nancy Pelosi Stock Tracker ♟ — Breaking: For the first time ever, a sitting president tweeted an individual stock ticker
'Coincidentally', Palantir $PLTR, is one of the most popular stocks bought by Politicians…↗
Apr 10
Shay Boloor — $PLTR is now nearing its biggest drawdown of the past three years 😳 https://t.co/YSzc1qhUdP↗
unusual_whales — Trump says $PLTR has proven to have great war fighting capabilities. https://t.co/mUy5NF3FTD↗
Apr 10
Tigris 会讲课教授是好老师 — 猛拉硬件猛砍软件，是不健康生态。Claude AI 不可能包打天下，
缺乏面对客户的软件服务部署定制化的企业级别的SaaS，AI走不远。
$PLTR Palantir的价值远远不是套个AI的壳就成功的。
当然毕竟对于软件服务，梦想被封上限，估值压制，还有残酷的现实
过去那种一次部署，长期收租的 SaaS 神话，被 AI 改写了。成本端还得持续喂 AP…↗
Apr 10
Shay Boloor — President Trump just posted about $PLTR by name and ticker calling Palantir’s warfighting capabilities proven.
That is at least notable given how rarely sitting president referenc…↗
Apr 10
Antonio Costa — $PLTR 🤯🤯🤯 👇 Lets see if he says something about $PSQH Don Jr. Is on the board of directors 😃 https://t.co/VlIAtEfQNq↗
Apr 10
Chris Ray — Bruh… 😂
He even included the $PLTR ticker lmao.
Time to announce the $ONDS partnership next, right?? https://t.co/bnYO81IoQE↗
Apr 10
Frenchie — 🚨 Depuis le cessez le feu Palantir $PLTR se fait exterminer, -20% depuis les hauts de la semaine dernière
La guerre avait relancé le cours à la hausse, maintenant les flux se red…↗
Apr 10
Trade Whisperer — Michael Burry thinks Anthropic eats $PLTR's lunch.
He has zero clue on what he's shorting.
Palantir isn't an AI model. It's the integration fabric that makes AI deployable across…↗
Apr 9
AlmaCap — Couldn't have put it better myself $RKLB is significantly overvalued vs $FLY despite not having a lunar lander business or $PLTR like data business for missile tracking.
We are at…↗
Apr 9
The Future Investors — Software stocks are being sold off again today 📉😱
Who will survive? 👀
Our article is still relevant.
Dive in now 👇
$CRWD $ADBE $NOW $CRM $MNDY $PLTR $TEAM $AXON $APP $RBRK
h…↗
Apr 9
amit — @pdamodaran I don’t disagree at all. Would not try to brush it off either.
If a small business can get started with Anthropic for significantly less capital than what it takes for…↗
Apr 9
amit — This is all of software today.
It's ugly, but once again it is rooted in a very programmed (literally, algorithmically programmed) belief that the markets have about software in…↗
Apr 9
amit — $PLTR Palantir down 12% over the past 2 days, here’s what I think is going on:
- I don’t think Palantir is down because of the “war being over.” Other defense contractors are up a…↗
Serenity — @KRock1287 Got banned from the subreddit after posting about $AXTI so a little salty.
Mods didn’t like it when a stock goes from $15 to $70 and retail actually makes money. But t…↗
PhotonBull — Decided to go long $FLY earlier this week after being introduced to the company by @AlmaCap114204
Everyone is buying $RKLB at a $40B market cap for space exposure, yet almost nob…↗
Apr 8
Trade Whisperer — If you haven't noticed yet. I sell laser focused conviction. You can expect more of it. The rest is up to you.
$MU $PLTR $RKLB↗
Apr 8
Trade Whisperer — People laughed at the Hormuz traffic data.
I said: "The recovery is statistically significant. Pay attention." (null hypothesis rejected at α = 0.05)
Market just ripped across th…↗
Apr 7
Trade Whisperer — CEASEFIRE Statements from Iran and US
Could be a bit early but congrats to everyone who held through the geopolitical noise. The smart candles were 80%+ BLUE or bullish just yeste…↗
Apr 6
amit — $PLTR
Sat down with Forward Deployed Architect @chadwahl Chad Wahlquist from Palantir to discuss how companies are reacting post AIPCon, what is different about Palantir's approac…↗
Apr 6
Tech Fund — US vs China in the Taiwan Strait. China currently has a 10,000 to 1 drone manufacturing advantage and a 223 to 1 shipbuilding capacity advantage.
$PLTR's Sankar traced the drone g…↗
Apr 5
KaizenInvestor — @b_co_co I’m a fan of $AAOI, $PL, $PLTR and $VKTX. Not a fan of $DUOL.↗
Apr 5
KaizenInvestor — Kaizen Portfolio update of March. My portfolio was up 6.9% this month.
My top 4 positions outperformed the rest of my porftolio.
$PL reported great Q4 results and are up 45% th…↗
Apr 5
InvestmentGuru — Next wave of market leaders-
Early innings. Big runway. Conviction required.
1. $COHR
The vertically integrated photonics king. Coherent has delivered 9 consecutive double beats…↗
Apr 5
InvestmentGuru — The Next Big Winners: Long-Term Investment Ideas:
1. $ASTS — AST SpaceMobile
Space-based cellular broadband direct to smartphones. Several mobile network providers have given the…↗
Apr 4
Trade Whisperer — $PLTR Ontology puts AI agents on steroids.
Context IS memory. Memory IS $MU.
Two companies. One stack. Both hit $1 Trillion.↗
Apr 3
KaizenInvestor — I just cracked the CEO-code.
- Founder led
- PhD in science
$PL - Will Marshall Ph.D. in Physics
$AAOI - Chih-Hsiang Ph.D in electrical engineering
$VKTX - Brian Lian Ph.D in…↗
Apr 3
amit — $PLTR
This is one of the coolest interviews I've ever done with a Palantir customer.
Mixology is not only a small business, but they are a small business that tried many things b…↗
Apr 3
InvestmentGuru — AI Bottleneck = Opportunity?
Chip shortages are starting to slow down AI adoption — not demand.
$ORCL confirmed what many suspected: Demand for AI infrastructure (GPU + CPU) is…↗
Chris Ray — World View may be the most important acquisition $ONDS has made to date…
“A company that raised $2.57 billion in one round, backed by elite investors, with long-term strategic par…↗
Apr 2
BMSInvests — 🚨🤯 You thought $ONDS acquisition of World View was impressive? Wait till you read this ⬇️
First and foremost, massive credit to @theshofiles - brilliant detective work! 👏
Now,…↗
Apr 2
Chris Ray — Do you think $ONDS & World View’s capabilities get better or worse after partnering with $PLTR? 🤔😏↗
Apr 2
BMSInvests — 🚨👀 WATCH: Full CNBC interview w/ World View’s CEO, Ryan Hartman:
🗣️ “World View are working with the US Government/DoW and $PLTR to gather intelligence in the region (Iran)”
�…↗
Trade Whisperer — BREAKING: AI is dead. TurboQuant just proved AGI runs on Windows 95, a 486 processor, and a floppy disk.
Sold all my $MU $TSM $NVDA $PLTR $RKLB shares
I am closing our Patreon co…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
Apr 1
Chris Ray — A great look into what World View does, and how their partnership with $ONDS and $PLTR will for a powerful new ISR platform.
h/t to @RADHardTech for sharing
https://t.co/8JXXnCUX3…↗
Apr 1
InvestmentGuru — 10 Stocks to Buy in This Pullback
The market’s selling off. Here’s where I’m looking.
AI Infrastructure
$NVDA — AI capex cycle isn’t slowing down. This pullback is noise. Nvidia s…↗
unusual_whales — To get $PLTR updates, subscribe to Unusual Whales.
See more: https://t.co/81XLiq11FQ↗
— 10 BEST GROWTH STOCKS TO BUY RIGHT NOW
$NVDA
→ Price: ~$165 | 52-week high: $212
→ Revenue grew 62% YoY last quarter, net income +65% 
→ Next stage: edge device penetration + sof…
unusual_whales — To get updates on $PLTR, subscribe to Unusual Whales.
See more: https://t.co/81XLiq0tQi↗
Mar 30
Mike Investing — Those patient will be greatly rewarded with generational dip buying opportunities on these stocks:
$AMD at $170
$NVDA at $150
$META at $480
$TSLA at $320
$AMZN at $180
$MU at $250…↗
Mar 30
Chris Ray — $ONDS x $PLTR x World View 🔥
“Palantir is VERY interested in helping us penetrate markets…”
“Palantir introduced us to World View - that’s a very important point.”
“I expect th…↗
Mar 30
amit — @satyanadella Hasn’t $PLTR been doing this for years with K-LLMs in AIP?↗
Mar 30
amit — I'm waiting for a $35K transfer to clear into my Solo-401K but so far $2500 has transferred so I picked 10 of my favorite names and put $250 in each...
BTW if you are self-employe…↗
Mar 30
amit — $PLTR
Palantir announces a 5-Year expansion with Stellantis today.
This was one of the first case studies for Palantir in the automotive space and really showed the ability for t…↗
Mar 30
Shay Boloor — $PLTR renewed and expanded its partnership with $STLA for another five years.
Stellantis is now expanding Foundry and deploying AIP which shows Palantir is getting pulled deeper i…↗
InvestmentGuru — The sectors that will define the next decade of wealth. Bookmark this. Your future self will thank you.
AI → $GOOGL $NBIS $ $PLTR
Chips → $TSM $ASML $NVDA $AMD
Space → $RKLB $AST…↗
Mar 29
Mike Investing — This is what’s going on in the markets:
- Oil prices are above $110 a barrel trading at 2022 levels due to the closure of the Hormuz.
- $DXY/U.S. Dollar is in an accumulation phas…↗
Mar 28
InvestmentGuru — One Stock, One Sector Leader: The Names Driving the Future.
$NVDA — The backbone of the AI revolution. If AI runs on anything, it runs on Nvidia silicon. Data centers worldwide a…↗
Mar 27
Dillon Valdez — Rough day. Portfolio closed down -3.87%
S&P -1.67%, Nasdaq -2.15%, Dow -1.73%. It stings, but it's not a story.
The names that got hit hardest were $OUST (-8.54%), $LUNR (-8.89%)…↗
Mar 27
Wayne Liang — For large caps like $PLTR, I only focus on the Monthly timeframe. Investing in high-valued companies and letting it sit is a lot less chaotic.
Nailed the exit at $200. I'll re-ent…↗
Mar 26
Shay Boloor — $PLTR showing its moat can extend well beyond defense with Metso using Palantir to drive predictive uptime across industrial operations.
Predictive maintenance is one of the clear…↗
Mar 25
Vulture trades 🦅 — I found the next $VCX type play
A generational wealth opportunity…
Mark my words.
I found the next $GME $AMD $NVDA $PLTR $TSLA type play
10,000% potential play
Like + commen…↗
Mar 25
Dillon Valdez — Conviction isn't how you feel on a green day.
It's what you do at 3 AM when the portfolio is down 18% and everyone on FinTwit has already written the obituary.
Either you did the…↗
Mar 25
Chris Ray — $ONDS CEO @CeoOndas is happy to see Anduril & $PLTR working together to make the Golden Dome’s C2 software.
Now we just need to see Ondas get a slice… https://t.co/PPeLaNFE50↗
BMSInvests — 🚨👀 $ONDS x $PLTR x LIG Nex1⁉️
🇰🇷 LIG Nex1 just signed an MOU w/ $PLTR to co-develop Integrated Air Defense + Unmanned System solutions - fusing LIG’s world-class hardware wit…↗
Mar 24
KaizenInvestor — The $185 billion Golden Dome proves the department of Defense is pivoting from hardware to software-defined defense.
For $PLTR, this unlocks massive, high-margin SaaS revenue, ce…↗
Mar 24
Shay Boloor — Wars aren’t won by who has more firepower anymore but are won by who can see faster and decide faster.
Anduril builds the hardware layer of autonomous warfare while $PLTR powers t…↗
Mar 24
Shay Boloor — $PLTR and Anduril are building the software layer for the $185B “Golden Dome” missile defense system.
The platform will serve as the command-and-control brain linking radars, sens…↗
Mar 24
Dillon Valdez — The biggest mistake in growth investing is thinking every position needs constant action.
It doesn't.
Returns are usually carried by 1-3 monsters.
The rest are just there to not…↗
Mar 24
Alphatica — ALPHATICA INDUSTRY ROTATION RADAR
Alphatica Industry Rotation Radar. Top 15 S&P weighted industries, 20 days, as of today's close.
Watch the trails. Three things just happened.…↗
Mar 24
Dillon Valdez — The market keeps doing the same thing:
It overpays for "safe" and underpays for growth that's actually executing.
People pay up for 3-5% organic growers with zero upside surprise…↗
Mar 24
Trade Whisperer — 60K of you decided $MU Memory and $PLTR Ontology were worth following.
By 100K, both will be top 10 companies in the world.
Let's keep building wealth together.
Next: $AMAT $L…↗
Mar 24
Shay Boloor — $PLTR Maven just became an official DoD Program of Record driving adoption across the U.S. military and putting the Army in charge of future contracts.
The AI agents Palantir depl…↗
Mar 24
Dillon Valdez — These are 5 of the most important buckets to study:
1. AI infrastructure:
$NVDA $VRT $ALAB
2. Enterprise software / workflow:
$NOW $PLTR $SNOW
3. Cybersecurity:
$NET $RBRK
4. S…↗
Mar 24
Trade Whisperer — Didn't expect this. Googled myself and found blogs, Substacks, articles referencing my $PLTR and $MU calls. This one says:
"From 9/24. The stock was at $87 right before the breako…↗
Mar 24
Mike Investing — The easiest way to create life changing returns via the stock market is to buy the generational dip…
$AMD at $170
$TSLA at $320
$NVDA at $155
$PLTR at $100
$AMZN at $180
$MSFT at…↗
Mar 24
InvestmentGuru — $ONDS giving me same vibes when I bought $PLTR in 2023↗
Mar 23
Dillon Valdez — My portfolio is 100% public and up over 35% +CAGR since inception, January 15th 2023, almost 3 1/2 years ago.
Not paper trades. Not backtested theory. Real money, real positions,…↗
BMSInvests — 🧵💭 One question that keeps popping up is: "How does $ONDS compare to its competitors?"
Well, let me break it down for you..in terms of the top-level business, Ondas has zero co…↗
BMSInvests — 🚨💭 $ONDS x $PLTR
- $PLTR's Maven has been designated as an official DoD program of record, securing long-term funding on the back of the $10B award from the US Army
- In the PR…↗
Mar 23
Shay Boloor — $ONDS building toward a next-gen defense prime
• High-altitude ISR: World View
• Drone defense: Sentrycs, SPO, Insight
• AI command layer: $PLTR AIP (partnership), Apeiro
• Groun…↗
Shay Boloor — $PLTR is up more than 5% after Maven AI was designated a core U.S. military system as the Pentagon formalized it as a program of record.
The move secures long-term funding and sup…↗
Mar 23
Chris Ray — @CeoOndas @WorldViewSpace Very happy about this one. With the $PLTR partnership, World View seemed too critical to leave outside of Ondas’ ownership.
This is a much “tidier” partn…↗
Mar 23
Chris Ray — 🚨 $ONDS acquires World View! 🤯
The deal builds on Ondas’ recent $10M investment and partnership with $PLTR to build a multi-domain, interconnected intelligence platform.
“Persi…↗
Mar 23
BMSInvests — $ONDS
🚨 Ondas has announced it has entered into a definitive agreement to acquire World View Enterprises, a leader in high-altitude balloon ISR and stratospheric remote sensing.…↗
Mar 23
BMSInvests — $ONDS x $PLTR
🚨🗣️ "Importantly, our scale is increasingly translating into meaningful strategic advantage. We are engaging a broader set of customers on larger, more complex pro…↗
Mar 23
InvestmentGuru — Buy the Fear — 15 High-Conviction Dip Opportunities
$MU
$ONDS
$NVDA
$PLTR
$TSLA
$IREN
$RKLB
$ASTS
$COHR
$NBIS
$IONQ
$OKLO
$ZETA
$HIMS
$SOFI
This isn’t about catching the exact bo…↗
Dillon Valdez — The market is down. Here's what I'm NOT doing:
❌ Panic selling $TSLA at $368
❌ Dumping $PLTR because it's red
❌ Touching $RKLB after a 6% down day
Here's what I AM doing:
✅ Hold…↗
Mar 22
Chris Ray — A couple takeaways from Amit's interview with @CeoOndas:
Eric states multiple times that $ONDS is all about providing growth capital (not venture captial) to proven businesses tha…↗
Mar 22
Dillon Valdez — My portfolio is positioned across every major growth sector of the next decade:
Space: $RKLB $PL
AI Utility: $NBIS
Inference: $NET
AI Power: $VRT
Hardware: $NVDA $ALAB
Software: $…↗
Mar 22
Shay Boloor — @VanquishTrader $PLTR should be top spot↗
AlmaCap — @spacanpanman Also $PLTR could acquire it too, different kind of synergies and they already work together.↗
Mar 21
amit — $PLTR
"All I've done for 16 years is deploy Palantir's software. That's literally all I've done. What I've seen in the last 6 months feels alien to me. It's a completely different…↗
Mar 21
AlmaCap — I expect that $BKSY will benefit from this, they are $PLTR's partner for real time high quality earth observation, also more favourable valuation metrics than Planet Labs↗
Mar 21
amit — $PLTR
BREAKING: Palantir’s Maven AI system is being designated an official “program of record,” locking in long-term adoption and funding across the U.S. military.
This is a big…↗
Mar 21
InvestmentGuru — Finding the Next 10x: Patience and Conviction Over Noise
Investing in small-cap or early-stage growth stocks isn’t about chasing every market swing—it’s about spotting opportuniti…↗
Alphatica — @NewsWire_US While everyone is debating whether AI adds value to the economy, the Pentagon just answered the question for itself.
Maven is now a program of record. That's the Pent…↗
Mar 21
Trade Whisperer — $PLTR The Pentagon plans to officially adopt Palantir’s Maven AI system (also called Maven Smart System) as a core US military system, designating it an official “program of record…↗
Mar 21
Shay Boloor — $PLTR Maven AI is being designated a core U.S. military system as the Pentagon formalizes it as a “program of record.”
This secures long-term funding and drives adoption across al…↗
Mar 20
Tradable Astronaut — Here is where I stand.
Largest volume spike in months.
Hammer candle at key support. Tradable Candles firing.
Forecast window opens Monday. Liquidity spiking next week.
Spac…↗
Mar 20
JC Investing — The CAGR of some major companies since IPO 👇🏻
• Palantir $PLTR (2020): ~65%
• Tesla $TSLA (2010): ~42%
• Amazon $AMZN (1997): ~28%
• Nvidia $NVDA (1999): ~25%
• Meta $META (…↗
Mar 20
InvestmentGuru — Where to concentrate in this market
NeoCloud
$IREN $CIFR $NBIS
Photonics
$COHR $LITE $POET $LWLG
Chips
$NVDA $MU $TSEM
Drone + Defence
$ONDS $KTOS $RCAT
Robotics +Automation…↗
Mar 19
Shay Boloor — $PLTR partners with Moder to build an AI-powered mortgage platform using Ontology to automate underwriting and loan workflows.
Early deployment with Freedom Mortgage shows faster…↗
Mar 19
InvestmentGuru — This one are buying opportunity on major pullback, IMO
$MU
$ONDS
$IONQ
$IREN
$RKLB
$ASTS
$NVDA
$PLTR
$TSLA
$AAOI
Not a financial advice↗
Mar 19
InvestmentGuru — Volatility Is Noise. Positioning Is Power.
High-Conviction Growth Watchlist
$NVDA — AI Chips / Infrastructure
$PLTR — AI Software / Analytics
$ZETA — AI Marketing Tech
$PATH — A…↗
Mar 18
Alphatica — ALPHATICA — DEFENSE FLOW UPDATE: THREE WEEKS IN
Three weeks into the Iran strikes. Here's what changed in defense flow.
Feb 28 (day of the strikes): PLTR was a −$230M institution…↗
Mar 18
BMSInvests — $ONDS
Ondas partnership with $PLTR & World View catching the eyes of US Government representatives👀 https://t.co/bLdOgHVKN4↗
Mar 18
Nancy Pelosi Stock Tracker ♟ — Two years ago, @QuiverQuant launched the Trump Donor Portfolio on Autopilot
It tracked which companies' employees donated the most to Trump's Campaign & since launch, the thesis w…↗
Mar 18
BMSInvests — @itsRobertBurns Moved more off $SWMR than it did the $PLTR partnership🤦🏻♂️😂↗
Mar 18
Trade Whisperer — $MU at $62. $PLTR at $21. $RKLB at $9
Not perfect but decent callouts/entry-points
200k sounds great until they all want entry timing. I'll keep the oasis 🤣
Appreciate the love…↗
Mar 18
Midas — Stop trying to find the next Nvidia and Palantir...
YOU ARE NEVER GOING TO FIND IT.
Just buy $NVDA and $PLTR. https://t.co/gge9TwulEL↗
Mar 17
Alphatica — Alphatica Industry Rotation Radar — 20 days, 503 tickers, as of today's close.
This is real-time relative strength vs SP500. Watch the trails.
What stands out:
OIL & GAS INTEGRA…↗
Chris Ray — Fantastic deep dive into the $ONDS x $PLTR partnership announced last week.↗
Mar 17
Shay Boloor — $PLTR partners with nuclear navy supplier Keel to deploy AI-powered ShipOS across U.S. shipbuilding backed by up to $448M in funding.
The rollout uses Foundry and AIP to accelerat…↗
Mar 17
BMSInvests — $ONDS
A lot of new Ondas investors recently, here’s a cheat sheet for all of their partnerships, customers and details on their senior management ahead of earnings ⬇️
Note: Does…↗
Mar 17
BMSInvests — @ljtalley7 Coiling up for an impulsive move in this wedge we’re in at the moment, earnings may or may not be the catalyst to break out either way.
I think they’ll raise guidance b…↗
Serenity — Normally don’t respond to trolls, but the hypocrisy on this platform is pretty impressive.
Random X retail:
“Why didn’t you tell me about $LITE before it went up 1000% already?…↗
Mar 16
Shay Boloor — $NVDA provides Blackwell compute.
$PLTR provides data governance, ontology & decision intelligence layer.
Together they’ve built an enterprise-grade sovereign AI system that…↗
Mar 16
Shay Boloor — $NVDA highlighted $PLTR + $DELL as key partners for deploying AI platforms on-prem and in air-gapped environments.
The collaboration targets field deployments where secure, local…↗
Mar 16
Shay Boloor — Jensen Huang says $NVDA is bringing OpenAI to $AMZN AWS.
The stack now connects Nvidia infrastructure to major AI software platforms including $PLTR, $SNOW, $CRWD & Databricks…↗
Mar 16
Trade Whisperer — $SNDK $250 to $720
This BLUE candle post was the exact signal you needed. Same playbook as my $MU & $PLTR calls. I've dropped hundreds of rare, high-conviction memory insight…↗
Mar 16
AlmaCap — Palantir have kanban eliminated two world leaders and your bearish? $pltr↗
Mar 16
AlmaCap — @KarelCapital Pretty sure $PLTR work with $BKSY on these things too.↗
Mar 16
Alphatica — The Alphatica Earnings Quality Signal is a signal we've been running for years that finds companies where the numbers don't match the narrative.
We started publishing it publicly…↗
Mar 15
Black Panther Capital — Retail is about to buy the wrong defense stocks. Again.
Everyone's loading up on $LMT and $RTX.
Here's why that's the dumbest trade in 2026 and what actually wins the Iran war as…↗
Shay Boloor — The RPO graph is the cleanest answer to which enterprise tech companies are actually winning the AI transition.
In a world where the “SaaSpocalypse” narrative is repricing every c…↗
Mar 15
TheValueist — $PLTR Palantir Technologies (PLTR) Q4 2025 Post-Earnings Debrief
https://t.co/RZSpnffjck
Core conclusion: Palantir’s U.S. commercial engine did not peak in Q3; it accelerated aga…↗
Shay Boloor — $PLTR CEO Alex Karp says “You may hate this but the one person protecting your right to be a conspiracy theorist that has a seat at the table is me.”
He argues Palantir’s architec…↗
Mar 14
amit — $PLTR
Sat down with Palantir CEO Alex Karp at Palantir's 9th AIPCon to discuss where software is going, why AI models need an ontology, what Palantir's message is around the war,…↗
Mar 14
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $TSLA ~3.5x
• $AAPL ~…↗
Mar 14
Shay Boloor — Anduril landing a $20B government contract shows how defense budgets are starting to flow into the new-age defense names like $PLTR, $ONDS, $KRKNF, $RKLB & $IONQ.
Legacy defe…↗
Mar 14
InvestmentGuru — $PLTR — The Operating System of the Modern World
Most people still think Palantir is just “spy software.” In reality, it powers both governments and Fortune 500 companies with AI…↗
Mar 14
Serenity — Andruil $20 Billion USD cumulative total contract awarded by US Department of War.
Positive news for $PLTR, $KRKNF, $SPIR, $ACHR and other supply chain/integration partners.
Larg…↗
Mar 13
Tradable Astronaut — Here is where I stand (TLDR)
Forecast bottoming by 3/19.
Crash detection rolling over. Liquidity turning.
Flow shifting to calls (short term)
Be prepared to stomach volatility…↗
Mar 13
BMSInvests — @ive_m5 ✅ Monday: Merger/acquisition of Mistral Inc, a prime defense contractor
✅ Tuesday: Confirmed $15.8m order for 4M Demining
✅ Wednesday: Acquired BIRD Aerosystems
✅ Thursday…↗
Mar 13
Jason Luongo — The space economy is entering Phase 2 and most investors are only looking at one piece of it.
A SpaceX IPO in 2026 would put a spotlight on every layer of this ecosystem.
Here's…↗
Mar 13
BMSInvests — $ONDS 🤝 $PLTR
🗣️ “Lots of big things to come here and looking forward to expanding our work together” https://t.co/5MyjgwAkfL↗
Mar 13
Shay Boloor — Daniel & I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• Earnings reactions: $ORCL, $ADBE, $RBRK, $PATH
• $NVDA CEO Jensen Huang’s five-layer cake: $…↗
Mar 13
Jason Luongo — Stocks analysts are quietly loading up on right now:
$NVDA: Rev +56% YoY. Blackwell ramping. Rubin next. $4B photonics investment.
$PLTR: Rev +70% YoY. U.S. commercial rev +137%.…↗
Mar 13
Shay Boloor — $PLTR says its Maven Smart System is now being deployed across the entire U.S. Department of Defense.
This is Palantir’s flagship defense AI platform for intelligence, targeting &…↗
Serenity — @SkillJoyed I’m independent compared to others who work at research firms or funds.
So I’m allowed to speak my mind about someone who charges millions to compare $PLTR, a defense…↗
Mar 13
Serenity — I’m genuinely impressed:
People are collectively paying Michael Burry $10 million + in yearly subscription fees.
Just to lose money on both $PLTR and $ADBE.
On top of their $400…↗
Mar 13
Mike Investing — Earlier today $ONDS announced a partnership with $PLTR to build an AI powered surveillance platform.
This is just one of the 6+ contracts $ONDS has secured so far in 2026.
Very s…↗
Mar 12
Shay Boloor — How to invest across every layer of $NVDA CEO Jensen Huang’s five-layer cake:
• Layer 1 Energy (The Fuel): $CEG, $VST
• Layer 2 Chips (The Engine): $TSM, $MU
• Layer 3 Infrastruc…↗
Alphatica — ONDS | Palantir Partnership Announcement
We've tracked this name since January 12 at $13.19. Watched it drop 25% to $9.83. Watched 147,761 contracts on the $12 calls hold through…↗
Mar 12
Shay Boloor — $PLTR CEO Alex Karp says the company’s platforms still integrate with Anthropic for now but will transition if the DoW phases it out.
Karp added Palantir is committed to deliverin…↗
Mar 12
BMSInvests — 🚨 World View CEO on partnership with $ONDS & $PLTR! https://t.co/KQuFpL0FTZ↗
Mar 12
Shay Boloor — $PLTR CEO Alex Karp said he supports the current U.S. approach toward Iran because he sees it as different from past wars built around regime change.
The bigger implication is tha…↗
Chris — $PLTR Dealer Positioning Update:
• Gamma Anchor: 160
• Flip Level: 149
• Dealer Bias: 5/5 (Long Gamma)
Strong positive gamma concentrated around 160, creating a potential magnet…↗
Mar 12
Chris — $PLTR AIPCon event Today and Dealer Positioning showing 160 📈↗
Mar 12
Shay Boloor — @VanquishTrader Don't know how $PLTR isn't on here...↗
Mar 12
Shay Boloor — $PLTR & $GE expanded their multi-year partnership with GE Aerospace using Palantir’s AIP across military aviation maintenance, supply chain & production.
The system is des…↗
Mar 12
シバイヌおやびん（投資系VTuber） — $PLTR $NVDA
速報：パランティアとエヌビディアは、エヌビディアのBlackwell GPUインフラストラクチャとパランティアのフルソフトウェアプラットフォームを組み合わせ、安全で本番環境に対応したAI展開を可能にする、完全なAIデータセンタースタックを提供する新しいソリューション「Sovereign AI OS」を発表しました。
このアーキテク…↗
Mar 12
KaizenInvestor — Two massive $PLTR partnerships announced today
- $NVDA for core sovereign AI datacenters
- $ONDS for tactical edge drones.
Palantir is locking down new strategic alliances dail…↗
Mar 12
Shay Boloor — $PLTR & $NVDA announced a Sovereign AI OS that pairs Nvidia’s Blackwell GPU infrastructure with Palantir’s software stack to power full AI datacenters
The system enables secur…↗
Mar 12
BMSInvests — $ONDS
✅ Monday: Merger/acquisition of Mistral Inc, a prime defense contractor
✅ Tuesday: Confirmed $15.8m order for 4M Demining
✅ Wednesday: Acquired BIRD Aerosystems
✅ Thursday:…↗
Shay Boloor — $PLTR is partnering with $ONDS to build an AI-powered intelligence and surveillance platform for defense customers.
Palantir’s AI software will integrate with Ondas’ autonomous dr…↗
Mar 12
BMSInvests — 🚨🗣️ $PLTR CEO, Alex Karp on the partnership with $ONDS:
“Persistent sensing platforms like World View’s Stratollites and Ondas’ suite of autonomous systems, represent a new fro…↗
Mar 12
Chris Ray — 🚨 $PLTR, $ONDS, and World View partner to develop and deploy a new AI-enabled multi-domain ISR platform.
This collaboration marks a paradigm shift from the traditional ISR model…↗
Mar 12
amit — $PLTR $NVDA
BREAKING: Palantir and NVIDIA announce a new Sovereign AI OS that provides a complete AI datacenter stack, combining NVIDIA’s Blackwell GPU infrastructure with Palanti…↗
Mar 12
InvestmentGuru — Big AI Collaboration: $PLTR and $NVDA
$PLTR and $NVDA are teaming up to deliver a Sovereign AI Operating System Reference Architecture.
This partnership aims to provide governm…↗
Mar 12
BMSInvests — $ONDS x $PLTR
@amitisinvesting, ready to start a position in Ondas yet?😅↗
Mar 12
Black Panther Capital — Pay attention.
$ONDS just partnered with $PLTR and World View to build the next generation of multi-domain intelligence.
We’re talking:
∙ Palantir’s AIP powering autonomous missi…↗
Mar 12
BMSInvests — 🚨🤯 $PLTR just announced a major strategic partnership with $ONDS and World View to revolutionize multi-domain ISR!
Three key initiatives:
⚡️ Warp Speed → Builds a unified data…↗
Mar 12
mon — 🚨: $PLTR is partnering with $ONDS and World View to develop a next‑generation multi‑domain intelligence platform that combines AI with persistent stratospheric, aerial, and ground…↗
Mar 12
Space Investor — $PLTR / $ONDS
Palantir partners with Ondas to develop and deploy a new generation of AI-enabled operational capabilities designed to scale persistent stratospheric, aerial, and la…↗
Mar 12
BMSInvests — @CeoOndas Huge moves, Eric.
Had a feeling something was in the works with $PLTR.
Thank you for all your hard work and dedication.↗
Mar 12
BMSInvests — $ONDS X $PLTR
@CeoOndas, take a bow👏🏻 https://t.co/GI6drswxpw↗
Mar 11
Jason Luongo — BREAKING: NVIDIA CEO Jensen Huang just called AI "the largest infrastructure buildout in human history."
He says AI is a 5-layer cake. Here are the best stocks in each layer:
Lay…↗
Mar 11
Shay Boloor — $NVDA launched Nemotron 3 Super which is a 120B-parameter model for autonomous multi-agent systems with a 1 million-token context window & just 12B active parameters.
Nvidia says…↗
Mar 11
The Future Investors — 🟡 𝗟𝗮𝘆𝗲𝗿 𝟱: 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀
This is where AI creates real economic value. AI applications transform industries and workflows.
Key companies:
$PLTR | Palantir
$NOW |…↗
Alphatica — ALPHATICA INDUSTRY ROTATION RADAR
S&P 500 · 40 Days · Daily RS vs SPY
Software stocks are down 21% YTD. The $IGV is 29% off its highs. So why is our rotation radar showing Softwar…↗
unusual_whales — Polymarket is partnering with Palantir, $PLTR, to monitor suspicious activity on its growing sports prediction markets↗
Mar 10
amit — @John_Chungus_5 i actually don’t really see your point here
when things are dirt cheap in the depths of a bear market, the goal is to buy them
buffet bought the banks heavily in…↗
Mar 10
Shay Boloor — Polymarket is partnering with $PLTR to monitor activity on its growing sports prediction markets.
Palantir will help flag suspicious trades and screen for banned participants as r…↗
Mar 10
Serenity — @pepemoonboy Honestly applaud you for opening up your mindset.
A lot of the FinX investors I've originally seen when I first joined X still have the same $PLTR, $HOOD, $IREN, $AM…↗
Mar 9
amit — @stacy_muur I am definitely not an OG by any sense but 2022 was my first real bear and I did two things:
1) put every single penny I had into the stock market, literally
2) pick…↗
Trade Whisperer — $PLTR +14.5% this week. Nice bounce off Fib 38.2% but monthly BLUE candle hasn't printed yet and those don't come often.
Get 270+ charts daily. Try it free:
https://t.co/ZQDP5HCFy…↗
Mar 8
Trade Whisperer — $PLTR Revenue Trend
Every nation is taking notes. AI doesn't just win battles, it rewrites the odds before the first shot is fired. https://t.co/HTYQ3OsWvU↗
Mar 8
Trade Whisperer — I don't know who is going to really win the war between America and Iran.
But I suspect it's going to be Palantir $PLTR 🤣
J/K↗
Mar 7
Mike Investing — THE ROBOTICS STACK EXPLAINED:
1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions.
2. $GOOGL, $MSFT & $…↗
InvestmentGuru — Back on January 8th, I flagged defense as one of the strongest long-term themes heading into 2026. Two months in — the thesis is playing out, and the scoreboard doesn’t lie.
on an…↗
Mar 7
InvestmentGuru — From AI to Space to Clean Energy — 25 Stocks You Need on Your Radar
$NVDA – AI Hardware
$PLTR – AI Software
$AMZN – Cloud / E-commerce
$META – Social Media
$CRWD – Cybersecurity
$…↗
Mar 7
Shay Boloor — President Trump just said the U.S. military budget could reach $1.5T.
Modern defense spending is increasingly focused on drones, software, communications & the industrial base tha…↗
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics At…↗
amit — $PLTR
Woah.
The Department of War is saying that after the Maduro Raid, Anthropic called Palantir and asked if their models had been used to help with the operation. Anthropic w…↗
Black Panther Capital — @itschrisray A lot of in and out, snatching profit from; $RKLB, $NVDA, $PLTR, $EOSE, Quantum stocks, $GOOG, $IREN, $TSLA.
I swing trades a lot, while I was trying to build the por…↗
Mar 5
Chris Ray — Always nice to see $PLTR and $ONDS mentioned side by side. 😎
https://t.co/o0UGChFkT8 https://t.co/LXhkZTL6YD↗
amit — THE 5 MOST “DIP-BUY” STOCKS THAT RETAIL BOUGHT IN FEBRUARY AS PER JP MORGAN:
$NVDA
$PLTR
$TSLA
$MSFT
$AVGO
How did retail fund these dip buys?
They sold one stock in part…↗
Mar 5
Michael Sikand 🦑 — $APP is up 23% since this post.
It was the easiest $$$ ever if you realized what was happening.
It's not a "software" company, yet its IGV inclusion (4.8%) was dragging it down a…↗
Mar 5
JC Investing — I’m opening a starter position in $AMZN today
This will be my 6th addition to my portfolio
Slightly more than I would like
The breakdown of my portfolio is as follows:
$TSL…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
Mar 4
Nancy Pelosi Stock Tracker ♟ — Breaking: The Notable Politician Portfolio on Autopilot just made 2 new trades
The strategy tracks the "most suspicious" trades made by congress including big buys, conflicts of i…↗
Mar 3
Mike Investing — Earlier today Michael Burry announced he went long on $ADBE.
Currently down -40% from ATH’s $ADBE is priced for failure, meanwhile:
~ Revenues have grown +11% YoY
~ $15B+ in shar…↗
Mar 3
Anthony Pompliano 🌪 — Alex Karp understands the importance of America being the single most powerful military force in the world.
Great to hear him talk so eloquently about this important issue. $PLTR…↗
Mar 3
Shay Boloor — @PolymarketMoney Only 6% of his $PLTR stake↗
Mar 3
Dillon Valdez — @Sam_Badawi @FilingTracker @grok what % of his stake in $PLTR is this?↗
Mar 2
Trade Whisperer — Missiles fly. Most people stop there. I don't.
The US and Israel didn't get better weapons. They got better intelligence. AI made them 10x more lethal with the same arsenal and to…↗
Mar 2
Trade Whisperer — $PLTR Thanks for the bottom, Michael Burry.
The entire market is about to go against you. https://t.co/AJSNf2XlkM↗
Mar 2
Shay Boloor — STRONG DAY FOR THE NEW AGE OF DEFENSE BASKET
• $PLTR the AI operating system embedded in the defense decision layer with a Rule of 40 score of 127%.
• $AXON the control center for…↗
Mar 2
Wayne Liang — No one wanted $PLTR at $15. Now they want to all-in if it ever dips to $100.
No one wanted $ONDS at $0.83 when I called it out. They watched it rally to $15.
Funny how trading wo…↗
Mar 2
KaizenInvestor — Pre-market of the mentioned stocks:
$PLTR: +3.84%
$PL: -3.07%
$RTX: +7.18%
$LMT: +6.24%
$DRS: +2.63%
$HII: +4.58%
$AVAV: +12.19%
Sometimes investing is really straightforward.↗
Mar 2
Trade Whisperer — 500 targets. 200 jets. One coordinated strike.
Iran had the missiles but Israel had both the missiles and the Intelligence/AI
Survival instinct is the greatest demand creator and…↗
Shay Boloor — $PLTR up over 5% in overnight trading following the US/Israel–Iran escalation https://t.co/FQOm3XcSqC↗
Mar 1
Shay Boloor — @ZaStocks The defense narrative dominates because it’s dramatic but most people don’t realize that $PLTR defense biz now makes up only 52% of total revenue.↗
Mar 1
CK Capital — High beta has been getting absolutely slaughtered
Look at where these stocks are sitting vs their all time highs:
$ASTS — ATH $129. Today ~$79. Down 39%.
$NBIS — ATH $141. Today…↗
Mar 1
Midas — This guy built Palantir $PLTR to monitor WW3.↗
Mar 1
Mike Investing — These 8 stocks lead in terms of highest projected revenue growth for 2026:
1. $NBIS | +540%
2. $ASTS | +278%
2. $CRWV | +140%
4. $IREN | +128%
5. $PLTR | +61%
6. $NVDA | +58%
7. $…↗
Mar 1
Jason Luongo — TOP 10 STOCKS TO WATCH (Iran Conflict)
Markets open Monday to a new world.
Khamenei is dead. Iran is retaliating across the Middle East. The Strait of Hormuz is under threat. Oil…↗
Mar 1
Mike Investing — The war between the U.S. & Iran has officially begun, and as a result war stocks will rise heavily.
If you aren’t invested into these picks by now then you’ll soon be left behind:…↗
Mar 1
Shay Boloor — Just two months into 2026 (with the U.S. military’s raid to capture Venezuelan President Maduro in January and the recent strike on Iran’s Supreme Leader Khamenei) we’re seeing how…↗
Mar 1
Shay Boloor — @PolymarketMoney All I know is $PLTR was likely operating as the decision layer in those operations while Claude are just one input into that stack.↗
Mar 1
InvestmentGuru — 20 High-Conviction Stocks to Watch on a Major Pullback
$NVDA – chips / AI Hardware
$SOFI – Fintech / Digital Banking
$IONQ – Quantum Computing
$OKLO – Clean Energy / Nuclear Tech…↗
Mar 1
Black Panther Capital — The US Government threatened Anthropic with the Defense Production Act.
Blacklisted them from the supply chain.
24 hours later?
They used Anthropic’s AI to coordinate the Iran s…↗
Mar 1
Serenity — Not sure how anyone can think Ai is bubble?
The US government managed to wipe out:
- Venezulea
- Iran
leadership in a single day each because of $PLTR and Anthropic Claude black…↗
CK Capital — 4 Stocks to watch for next week
$ASTS
$KRKNF
$ONDS
$PLTR
ATHs coming↗
Feb 28
Jason Luongo — Seven layers of AI. The full stack from power to the battlefield.
1 | Power: $GEV $BE $CEG $VG $ENS
2 | Chips: $NVDA $AMKR $TSM $ASML $AVGO
3 | Data centers: $NBIS $IREN $CRWV $CI…↗
Feb 28
Serenity — There was a very interesting piece on external Subscription newsletters.
Someone on Reddit spent $9,600/year on the top 23 authors and compared their returns:
Since the start of…↗
Feb 28
Midas — Iran is about to find out why Palantir $PLTR trades at 90x sales.↗
Feb 28
Alphatica — Two strikes on Iran. Two completely different institutional playbooks.
We ran our flow scanner on every SPDR sector ETF for the 30 days before the June 2025 strikes — then compare…↗
Feb 28
Tigris 会讲课教授是好老师 — People keep mocking Big Tech’s AI capex like it’s a vanity project. Where’s the ROI？
Markets panic about war. They always do. And it’s usually fleeting. What’s not fleeting is wha…↗
Feb 28
Black Panther Capital — If politicians wear sponsor jackets like NASCAR Drivers.
$OSS
$PLTR
$AVAV
$ASTS
$KTOS
$ONDS
$KRKNF
War is usually not bad from an economic perspective.
Note. Not financial advic…↗
Feb 28
Shay Boloor — @InvestingVisual Totally fair but even in that hypothetical exercise, $PLTR was already decisively touching the real world pre-AIP through defense contracts, government operations,…↗
Feb 28
Tigris 会讲课教授是好老师 — 为何说AI在军事领域的价值前所未有？ $PLTR 真的估值5000亿的理由在于，AI预测能力远超人类
关于美伊战争，看两家人类预测交易平台Kalshi和Polymarket，一直几个月都没有提升概率，人群是看“新闻头条”被操控
但对比AI驱动预测平台Vico，根据各种信号，在这次地缘政治事件中展现了更强的先见之明…
Vico 过去10天稳步攀升，从约6…↗
Feb 28
InvestmentGuru — Having dry powder during fear is a strategic advantage.
Big pullbacks are opportunity events — especially for high-conviction names like:
$PLTR
$IONQ
$RKLB
$ASTS
$HIMS
$OKLO
$SO…↗
KaizenInvestor — I’m against war. Every war. But as an investor, you have to navigate the world as it actually is, not as you want it to be.
Geopolitical conflicts happen, and when they do, you ne…↗
KaizenInvestor — February Portfolio Recap
February Performance: -15.6%
Year-to-Date (YTD) Performance: -0.9%
If you only looked at February, you might think the sky was falling. A -15.6% drop in…↗
Feb 27
KaizenInvestor — @strattrading I’m $PLTR all the way but did not find a clear competitor to compare them with 😅↗
Feb 27
Serenity — @Benbburman @yuntungshieh Yeah not sure why Burry didn't use this for his $PLTR short thesis instead.
"Head and Shoulders TA" and valuation comparison to Hubspot, a small busines…↗
Feb 27
Serenity — @yuntungshieh $PLTR has extreme premiums with more than triple digit forward p/e. It would make a little bit more sense if they can keep compounding like that under a Trump adminis…↗
Black Panther Capital — $META put the down payment on my house.
$PLTR bought me my first motorbike.
Sold the bike. Got back in. Started over again. That was 16 months ago.
Now I’m holding $IREN $CIFR $…↗
Feb 26
Nick Colas & Jessica Rabe (DataTrek) — US large cap Tech has been a better performing sector in the 2020s than the 2010s, but with much more volatility. Its recent 100-day underperformance is largely due to $MSFT and $…↗
Michael Sikand 🦑 — I found a diamond in the software carnage.
$APP did $3.95B in free cash flow on $5.48B of revenue last year while growing 70% year over year.
But it's down from ATH of $700+ to…↗
Feb 25
Dillon Valdez — If I professionally managed money, I’d take that risk here right here.
That is my conviction in the bottom of this market on a collective $IGV basis.
$NOW $SNOW $RBRK $NET $PLT…↗
Feb 24
Michael Sikand 🦑 — If FinX stock communities were Hogwarts houses
$KRKNF Gryffindor
$ASTS Ravenclaw
$HIMS Hufflepuff
$PLTR Slytherin↗
Feb 24
Martin Shkreli — its $PLTR vs. $OPEA vs. $ANTR for the future of software↗
Feb 24
amit — TOP 10 STOCKS THAT HAVE BEEN TRADED ON INTERACTIVE BROKERS THIS YEAR:
1. $TSLA
2. $PLTR
3. $NVDA
4. $QQQ
5. $TQQQ
6. $AMD
7. $AMZN
8. $MSFT
9. $SNDK
10. $MU↗
Feb 24
Mike Investing — Notable names seeing significant % drawdowns from all time highs
S&P 500 $SPY: -2%
Microsoft $MSFT: -30%
Amazon $AMZN: -20%
ServiceNow $NOW: -58%
Synopsys $SNPS: -36%
Palanatir $P…↗
Feb 24
Jason Luongo — I asked Claude to rank the top 10 stocks best positioned for the agentic (Openclaw) AI wave.
This is the list he gave me:
1. $NVDA - GPU infrastructure powering all AI agents
2.…↗
Feb 24
Shay Boloor — Software is getting repriced because the market doesn't trust which business models will matter a decade from now.
The category grows but the winners concentrate with $PLTR emerg…↗
Feb 23
Wayne Liang — Next $PLTR Monthly BD will go on a generational run. Last one took us from $7 to $200+ (2,600%). Don't miss it. 🛰️ https://t.co/RQOvK2qs6v↗
Feb 23
Black Panther Capital — 👀PRE-MARKET ACTIONS:
In 2027 these dips will be remembered as generational wealth opportunities.
Here’s your sale coming in this week:
🔴 $TE -2.17%
🔴 $OSS -0.21%
🔴 $IREN 1.6…↗
Feb 22
Midas — Palantir played a role in Mexico led operation that killed drug kingpin “El Mencho”.
This is why $PLTR is valued at 300B. https://t.co/BvYPDYQyjr↗
Feb 22
Shay Boloor — THE SAASPOCALYPSE 2026 SCORECARD
SaaS in 2026 is getting repriced from growth engine to plumbing layer in an Agentic AI stack and the YTD damage has been brutal:
• $DDOG −15%
•…↗
Feb 22
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Feb 21
Black Panther Capital — Iran obviously don’t know what $PLTR $OSS $ONDS $KTOS $AVAV is capable of 😵💫 https://t.co/q3KrdeYz9Q↗
Feb 21
Serenity — Year to Date: 316.4%
From January 2026 into February 2026.
Reflection of my short term trades and longs:
> Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start o…↗
Feb 20
Tradable Astronaut — $IGV Hit it's HIGHEST oversold level ever from 2/3-2/5
Long-term risk Risk:Reward here is great
$MSFT l $PANW l $ORCL l $PLTR l $CRM l $NOW https://t.co/h0nXs6Q6Ns↗
Feb 20
Black Panther Capital — 👀 Nothing to see here. Move on…
$IREN total revenue growth: 168%
$NVDA peak annual total revenue growth: 126% (FY2024)
$TSLA peak annual total revenue growth: 83% (2018)
$PLT…↗
Feb 20
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 1PM EST covering:
• Earnings prep ahead of next week’s earnings bonanza: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB,…↗
Feb 20
Midas — Told Michael Burry I bought $PLTR and he blocked me. https://t.co/uH3OJAtksB↗
Feb 19
Raging Capital Ventures — @CDMCapital I’m short $PLTR, but I think that thesis is too pat. The neo-Defense Primes should all see nice growth in the coming years as there is bipartisan support and real urgen…↗
unusual_whales — Palantir, $PLTR, had earnings this month.
To get updates on news and options for $PLTR, check Unusual Whales.
See more: https://t.co/81XLiq11FQ↗
Feb 19
InvestmentGuru — Volatility Is Noise. Positioning Is Power
My favourite 20
$PLTR
$SOFI
$RKLB
$ASTS
$ENPH
$PATH
$ZETA
$SNAP
$ABCL
$KRKNF
$UAMY
$ONDS
$EOSE
$HYFT
$JOBY
$ACHR
$TE
$IREN
$CIFR
$UBER…↗
Feb 19
Midas — We are going to see why $ONDS and $PLTR are going to 10x.
The US will go to war with Iran.↗
Feb 19
unusual_whales — Palantir, $PLTR, had earnings this month.
To get updates on news and options for $PLTR, check Unusual Whales.
See more: https://t.co/81XLiq11FQ↗
Feb 18
Wayne Liang — @sunxliao They said $PLTR was overbought at $15. Now they want to full port if it touches $100. Funny how the world works.↗
Feb 18
Wayne Liang — Funny how people thought $PLTR was overpriced at $15. Now they're looking to full port if it dips to $100.
Don't make the same mistake with $ONDS. Patience pays well. Impatience p…↗
Feb 18
Serenity — I found out today Yahoo Finance is quoting me too now?
It’s even funnier that the quote is just me laughing at Burry’s $PLTR short thesis.
Wild times we live in where journalists…↗
Feb 18
Midas — $IREN right now is giving me the same vibes as early $PLTR back at $50.↗
Feb 18
unusual_whales — Palantir, $PLTR, paid zero federal income tax for fiscal year 2025, despite reporting $1.5 billion in income, per MorePerfectUnion↗
Wayne Liang — We're about to see why $PLTR trades at 200x earnings. You're about to see why $ONDS is important.↗
Feb 18
Shay Boloor — $PLTR UP OVER 5% TODAY https://t.co/aoygJWILFC↗
Feb 18
Antonio Costa — $PLTR upgraded at Mizuho to BUY and $195 PT
I know someone who won't like this upgrade. https://t.co/lCmwt8IQcs↗
Feb 18
Shay Boloor — Mizuho upgrades Palantir $PLTR to Outperform and raises its price target to $195.
If the market wants to throw a fit over multiples in a risk-off tape then that’s the cost of owni…↗
Feb 17
Midas — $IREN reminds me of $PLTR:
Everyone hated the stock at $9 and it recently hit $200.
Inverse hated stocks.↗
Feb 17
Shay Boloor — HERE’S TODAY’S FOX BUSINESS SEGMENT
• The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack
• Where value is migrating in the Agentic AI…↗
Feb 17
Mike Investing — This is your reminder that $ONDS is the top pick of 2026, & will create millionaires…
With 580% YoY revenue growth, $1.5B in cash, & many newly signed contracts, $ONDS is…↗
Feb 17
Black Panther Capital — @PepInvestStocks Yeah, tho' I hate that $PLTR is being the context of every stock that has potential.
I'm more into $ONDS doing what $ONDS = Execution.↗
Feb 17
Trade Whisperer — $PLTR Burry flooded X & Substack with short reports all weekend. Result? +0.7%, an actual gain.
Old Wall Street rule: When stock won't fall on bad news, it's often a BOTTOM. M…↗
Feb 17
unusual_whales — Palantir, $PLTR, has moved their headquarters to Miami, Florida from
Denver.↗
Feb 17
Chris Ray — $ONDS & $PLTR are now neighbors 🤝 https://t.co/r8Y0wqmNnv↗
Feb 17
James East — Follow-up from conference call for American International Group $AIG ... made substantial progress in Artificial Intelligence (AI).
Their new Syndicate 2479 is running entirely on…↗
unusual_whales — Anti-ICE protesters should want more Palantir, $PLTR, in government, CEO Karp has said per CNBC.↗
Feb 17
unusual_whales — To get updates on $PLTR, check Unusual Whales.
See all stock, options, insider sales and much more.
See more: https://t.co/vCIoO7NA9O↗
Feb 16
KaizenInvestor — @SJCapitalInvest I got $HOOD, $PLTR and $PL all in my portfolio. Got them all quite early (Hood: $34, PLTR: $30 and PL: $4). I’m keeping them all for now, I think they got a great…↗
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
Feb 16
Jason Luongo — Remember the tariff dip of April 2025?
Well these stocks are on sale again.
$NOW -57% 🔴
$ORCL -54% 🔴
$HOOD -51% 🔴
$AXON -51% 🔴
$IREN -45% 🔴
$EOSE -44% 🔴
$ONDS -41% 🔴
$SHOP…↗
Feb 16
amit — @dankulous Did debate in HS
became top 7 in country
used that reputation to start debate consulting firm
made around 150K from 18-24 from it (not all was profit since expenses l…↗
Feb 16
amit — @itschrisray $PLTR and $HOOD
I worked as a public speaking consultant (i know, weird) and drove up and down NJ 60 miles per day to visit clients 5 days a week working from 2-11PM…↗
Feb 16
amit — @HyperAICapital We both did a $PLTR spaces on X in 2022 and since then have been friends and now he has turned into an amazing mentor and brother for me! @stevenfiorillo↗
Feb 16
Tigris 会讲课教授是好老师 — $PLTR Not “UI”. It’s the decision stack.
If you want the Military AI receipts and the framework (not the hype):
Bilingual deck, Free for Subscribers.
https://t.co/8KNidOq4F2↗
CK Capital — $PLTR at $130 Might Be the Buy - Fundamentals Only Got Stronger
Palantir dropped from highs of $220 to $130s.
That’s a 40% drawdown from ATH.
But here’s the thing: the fundamenta…↗
Feb 16
Wayne Liang — I expect a continued pullback on $PLTR short-term, but it'd be foolish to bet against it long-term. https://t.co/FsrppDOHGV↗
Feb 16
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $TSLA ~3.8x
• $PLTR ~…↗
Feb 16
Midas — $ZETA and $PATH are either the next $PLTR or are going to zero.↗
Feb 16
Trade Whisperer — China is first to hike LLM prices. Shocked?
"Rising Costs and Demand Drive China’s LLM Price Jump: Zhipu GLM‑5 Hikes 30% in First 2026 Increase"
The bears who argued that cheap C…↗
Feb 16
Serenity — Just in case you're wondering how companies like $MU to $PLTR might fare US market open.
This is how foreign markets are reacting to the US Job Numbers revision last Wednesday (t…↗
Feb 16
Jason Luongo — Buying $ONDS at $9 is like buying $PLTR at $8.
Buying $IREN at $43 is like buying $TSLA at $25.
Buying $OSS at $9 is like buying $AXON at $30.
Buying $TE at $6 is like buying $E…↗
Feb 15
Jason Luongo — 6 stocks building the future of defense:
1. $ONDS - Autonomous drone systems. $180M 2026 guidance. Backlog up 180%.
2. $KTOS - Unmanned combat aircraft and hypersonics. Up 72% YTD…↗
Feb 15
Chris Ray — $PLTR is down 26% YTD 🤯
Anyone adding here? Can’t help but feel like it’s approaching the buy zone… 👀
I fumbled this one after selling in the $40s. Wouldn’t mind a chance to ge…↗
Wayne Liang — Pink Diamonds are just as important as Blue Diamonds. Never ignore either of them if you want to make money.
$PLTR BD gave us $7 to $205 (2644%).
Monthly PDs have already shown u…↗
Feb 15
Shay Boloor — Michael Burry spent a chunk of his report on $PLTR money-losing years but this chart shows why that's irrelevant now.
The business has hit an inflection in enterprise with operati…↗
Serenity — @platochi True, I didn’t consider how much Hubspot’s free blog maker is very disruptive to $PLTR business model. https://t.co/TZPr82RRss↗
Feb 15
Serenity — If you respond to Burry’s $PLTR short thesis with the fact that:
Palantir helped the US government invade Venezuela with black box AI programs.
And comparing the valuation to Hub…↗
Feb 15
unusual_whales — Palantir $PLTR CEO Alex Karp: "I hope you are having a a great time when you run into professional analysts who thought we would never be free cash flow positive." https://t.co/sLN…↗
Feb 14
Trade Whisperer — @michaeljburry I've been in the data science field for 20 years. I've studied Palantir extensively and find the $PLTR platform marvelous, though I don't claim to be an expert.
You…↗
Feb 14
Tradable Astronaut — I understand why people don’t like @michaeljburry but you can’t discredit him as a grifter
He got put on blast but $PLTR is down 30% + since he shorted.
Give respect where respec…↗
Feb 14
amit — $PLTR
Had a few days to read through everything Burry has put out on Palantir.
First, I agree with everything Arny laid out below and it is a must-read around the worst takes of…↗
Feb 14
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #30
Daniel & I dove into four big themes:
• Our take on Michael Burry’s short on $PLTR
• Software check-in: $NOW, $MDB, $SNOW, $ADBE, $MNDY, $RBRK…↗
Feb 14
Shay Boloor — @JRupena I couldn’t disagree more with Burry on $PLTR.
He’s effectively betting against the orchestration layer because models are getting cheaper when cheaper models actually exp…↗
Feb 14
Shay Boloor — The U.S. used Anthropic’s Claude AI in an operation tied to the capture of Venezuela’s former president deployed through $PLTR platforms.
Another data point that Palantir is the i…↗
Feb 14
Serenity — @michaeljburry You went from drawing $PLTR Shampoo brand TAs a few days ago.
Into comparing Hubspot, a company that sells blogging and marketing tools for small business. With Pal…↗
Dillon Valdez — Everyone knows they act as a consulting service with a SaaS product. Nothing MJB said was new and he’s about 2 years behind @StockJabber
Truth is that their US commercial is grow…↗
KaizenInvestor — We’re still in the early innings of the AI boom. Don’t let the price swings scare you! Every drop can be a buy signal.
Here’s a breakdown of the sectors and stocks that should be…↗
Feb 13
Alphatica — @unusual_whales He's right. And that might be the bull case.
$PLTR is an integration layer. They take messy enterprise data, structure it into ontologies, and make it queryable. T…↗
Feb 13
unusual_whales — Michael Burry has said Palantir, $PLTR, is not an AI company in that it has never developed any AI, LLM, or foundation model itself.↗
Feb 13
The Future Investors — You have $100,000 to invest 💰
The two clear AI winners are on the table — but you can only choose one for the next 10 years $GOOGL $PLTR
Which do you pick, and why? 🤔 https://t…↗
Feb 13
James East — Brokers & Agents for #insurance have taken a hit this week, and year, on AI worries. $WTM $BRO $MRSH
However, one that seems to have benefited from AI is $AIG.
After working with…↗
Feb 13
Trade Whisperer — @fugitivemama I am willing to bet all his $PLTR put positions will go to zero in value.↗
Feb 13
Trade Whisperer — $PLTR That's the dumbest thing I've heard in ages.
AI and LLMs need a proper kitchen to cook real meals. Ontology integration is precisely that kitchen.
Is this the bottom signal…↗
Feb 13
Trade Whisperer — $PLTR Your AI agents are stuck in pathetic chatboxes right now. That's not world-changing.
The bottleneck of AI/LLM is not Intelligence. It's Integration, a solid software archite…↗
Feb 13
Midas — Michael Burry might be finally getting his second career win.
Shorts:
$PLTR
$NVDA
$ORCL↗
Feb 12
Mike Investing — It’s officially been 101 days since Michael Burry entered his $1B $PLTR short position…
Since then $PLTR has crashed over -35%, & still is far from bottoming.
The next zone to be…↗
Feb 12
Jason Luongo — The fastest way to build wealth by 2028:
$PLTR (Palantir) - Don't buy
$HIMS (Hims & Hers) - Don't buy
$AMZN (Amazon) - Strong buy at $204
$IREN (IREN) - Strong buy at $42
$ONDS (…↗
Feb 12
Alphatica — @michaeljburry @CNBC @WSJ @Bloomberg @FT The crickets are always loudest before they scramble.
Burry dropped 10,000 words on $PLTR this morning - the $4B in losses, the $1.1B Karp…↗
Feb 12
JC Investing — So many great opportunities out there right now 🚀
Lot’s and lot’s of companies are heavily oversold…. Again
$BTC $PLTR $HOOD $NVDA https://t.co/4b0myJe9E0↗