Palantir CEO Alex Karp— people think we’re in an AI bubble because a lot of AI just doesn’t work. “If you just buy LLMs off the shelf and try to do any of this, it won’t work.” “It’s not precise enough. You can’t do underwriting. You can’t do these things that are regulated.”

Fortjener vidst et repost ovenpå nyheden fra Pentagon om, at $PLTR bliver integreret ind i det hele og nu bliver systemet det hele skal køre på. AI OS for det hele, vi er stadig tidligt på rejsen. Aktieuniverset

"We have all but given up on other public software companies being able to replicate Palantir's success"

The market is reading today's $PLTR news as a contract win. It's not. It's a lock-in event. "Program of record" means Maven is no longer competing for renewal. It's embedded in the Pentagon's budget cycle - mandatory across every service branch, structurally protected from

*ANDURIL, PALANTIR MAKING GOLDEN DOME SHIELD'S SOFTWARE: WSJ

Rosenblatt Reiterates Buy on $PLTR, PT $200 Analyst comments: "The WSJ is reporting that Anduril and Palantir are developing the Golden Dome Missile Shield's software. The project's top general, Space Force General Michael Guetlein, said on 3/17/26 that the system will cost

Software that works. Aktieuniverset

NIK Palantir introduced this in 2023. Honestly making me not even want to touch $MSFT. WTF are they doing? You couldn’t use multiple models for the past 2.5 years in CoPilot?!

Første kvartal er gået og det har været rødt. Har suppleret i GRAB og SE ellers intet sket. Tror desværre ikke vi er helt ude af skoven endnu🫣

BREAKING $PLTR is named top 5 defense stocks🚀 $1~$1.5 Trillion in Defense Spending and rising NATO defense Spending are the theme for this decade. $PLTR along with $LMT $RTX $NOC $LHX are the top 5 stocks to own on these 2 massive catalysts. Palantir significantly

Palantir has IL6, world class permissions security. Anthropic got hacked last week. But sure, they have agents.

$PLTR Software is Free 🧵 Palantir's software is effectively “free” upfront because the company absorbs 100% of the risk of value creation and only gets paid a share(often structured as a percentage or portion) of the actual, measurable value or cost savings it helps

$2.3B for $PLTR Maven from the DoW in ‘27. And that’s just for Maven. That’s more than the entire USG revenue the company pulled in during ‘25 (U.S. gov revenue grew 55% YoY to $1.855 billion) Betting against this company is ill-advised.

$PLTR software is essential free.

Forbes with an interesting piece about building AI that is offline (centered around $PLTR and Anduril) Palantir And Anduril Build Offline AI And That’s No Edge Case Palantir and others have more AI and Agents on the Edge. Why? Over 80% of global trade by volume moves by sea,

The bull thesis just got validated. In a single afternoon. Meta. Microsoft. Amazon. Alphabet. All four reported. All four delivered.

$PLTR Q1 deal activity was 🔥🔥🔥 Here is the list of the deals you need to know before Monday's Earnings: • Maven became an official Program of Record for the US Military; • Maven Smart System (AI targeting) expansion in the Czech Republic; • Up to $ 1bn with the US

$PLTR kommer til at vokse tæt på 100% i år, og over det næste år. Sikkert også i 2028. Margins vokser med, og deres runway er uendelig lang. Intet mindre end imponerende. An N of 1.

Palantir is the largest company ever to reach a Net Dollar Retention Rate of 150% $PLTR

Why Palantir is a mega-buy right now? "Palantir is a mega-buy because it sells directly to the CEO’s top priority, AI transformation. It can deliver enterprise-wide solutions in $10M–$100M deals, not just point tools. There are very few companies that can execute at that scale