$PLTR ABSOLUTELY DESTROYED THEIR Q2 EARNINGS • Sales $1.0B vs Est. $939M • EPS $0.16 vs Est. $0.13 • US Commercial: $306M -- up 93% YoY • Customer count up 43% YoY Q3 Outlook • Sales $936M vs Est. $899M • Operating Profit $495M vs Est. $417M FY25 Outlook • Sales $4.14B

$PLTR investors for the 37th earnings in a a row

Maybe I’m getting ahead of myself… But if $PLTR keeps executing like this, the real question is: which Mag7 name does it replace? They’re sitting on over $3.9B in cash with zero debt, just posted 35% YoY revenue growth, and are finally converting government dominance into

Homeland security agencies are getting serious about counter drone systems. And now, they’re turning to a publicly traded drone company in America. $ONDS share.thenew.money/article/ondas-…

Raising PT on Palantir to $200 reflecting continued hyper growth demand for the company’s AI product suite with the use case era of the AI Revolution now here. Commercial growth is off the charts and speaks to this unique value PLTR brings to the table with AI Revolution 🏆🔥🐂

My exact words yesterday morning were, “I wouldn’t be surprised in the slightest if Palantir puts in its first $1 billion quarter” and that’s exactly what Team Karp put up when Palantir reported Q2 earnings yesterday. 💯 • Achieved a Rule of 40 score of 94% • Grew total

$NBIS delivered 😏 • Sales $105M vs. Est. $102M • EBITDA ($21M) vs. Est. ($64M) FY25 Outlook • ARR: $950M vs. Est. $875M In the process of securing more than 1 GW of power by the end of 2026 👀

$NBIS raised FY2025 ARR Guidance to $900 million-$1.1 billion, up from the prior $750 million-$1 billion range! Capex is maintained at ~$2 billion for 2025, with a focus on securing >1 GW of power capacity by end-2026.

Q2 results for Nebius are out. In my words: 1. We're growing fast & raised year-end guidance 2. Ramping up datacenters & megawatts to be able serving larger customers 3. Product improvements to serve largest customers of the market ⬆️: better MTBF, storage perf, 3rd-party

Brookfield $BN predicts that GPU as a Service demand will top $251 Billion by 2034, from $30B in 2025. Nebius $NBIS, CoreWeave $CRWV, need I say more? Source: Building the Backbone of AI Report - Aug 2025

ANALYST UPGRADE— Arete Research raises $NBIS price target from $84 to $128

JUST IN: Arete Research raised its Price Target on $NBIS from $84 to $128 and keeps a Buy rating 🟢

$NBIS' short-term catalysts (<1 year): - Increased institutional coverage - Hyperscaler contract announcement - Third-party investment in Avride - Public-private sovereign contract - New major enterprise clients - Execution of capacity deployment - Continued operating leverage

$NBIS Even Nvidia CEO knows who the Nebius team really is. They are proven and dedicated, as he called them a “very, very good team” during his visit to their AI data center, praising their expertise and execution. The Nebius team is proven, with many members bringing prior

Heart touching moments of animals caught on camera 🧵 1. Heartwarming reunion: A chimp's joyful reaction to spotting his old rescuer and caretaker after years apart! 🥺❤️

We are updating the IVES AI Revolution 30 list reflecting recent momentum in the AI Revolution. We are adding CrowdStrike, Roblox, GE Vernova, and Nebius to our list of 30 tech companies that we believe will define the future of the AI theme over the coming years. 🔥🏆🐂🎯🍿

Great to be on the list Next step: moving from the ‘Hardware’ bucket (a bit of a confusing label 😅) to the ‘Hyperscalers’, haha)

Very happy to see Needham launch research coverage on the drone & defense tech sector. The industry primer is a must read for investors gearing up their own research. Very impressed! Needham: "Taking Flight: Deep Dive Into An Unprecedented U.S Drone Economy Supercycle"

After a 20-fold increase since DPO, $PLTR has fallen ~25% from its ATH. Not too long ago, the stock fell by ~40% (Feb-April). Volatility in stock price is nothing new to shareholders. However, there's one metric in particular that is not only steady, but accelerating: Growth.