Palantir Surges 29% — Did Short Sellers Just Lose $3 Billion in a Day?

Palantir +29.45% Tuesday, taking the whole after-hours gap and then some, and carrying the S&P 500 and the Dow to records together. The move has put roughly $3 billion of mark-to-market losses on the shorts, and the covering feeds the tape. Fundamentals are underneath it: Q2 revenue +93% year-over-year, commercial revenue up ~150%. Snap ran the same script, +14.88% on 19% revenue growth and a net loss narrowing to $164 million from $263 million. The app layer has moved from story to earnings — but the last leg was short covering. What holds the price once there's nothing left to cover?

avatar苏36
10-08 12:40
The SaaSpocalypse thesis was too simplistic. AI can replace features, but replacing enterprise software means replacing data infrastructure, permissions, compliance, workflows and years of integration. That is a far higher hurdle. The bigger risk is not disappearance—it is pricing power. If agents dramatically increase productivity, customers may demand fewer seats and lower subscription costs. The winners will therefore be SaaS companies that turn AI into measurable incremental revenue, not merely cheaper software. CRM, ITSM and cybersecurity incumbents have an important advantage: they already sit where enterprise data and workflows live. The real test is simple: Does AI expand the economic value of the platform faster than it destroys the old pricing model? If yes, SaaS may be entering
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avatarTigerTail
10-07
Nice post!  I would agree with all the options, where only software leaders with moat and adapting to the agentic AI including business model changes will only survive and enrich further. The business and enterprise softwares are differrent to the cyber security softwares, so while both grows, cyber requirement on AI usage is inevitable, hence has the edge! The disruption on SaaS will still be incoming later according to the AI' wider adaptation by the people and enterprise for bespoke development along with the high capital technology companies like MAG7 and OpenAI, Anthropic, SpaceX and more new companies building new SaaS products. Hence the high moat quality software investment with periodical portfolio review helps! Thanks.
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avatarScreener 1
10-07
How it will affect Xero shste price going forward
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avatarShyon
10-07
I would choose ①. I think AI is more likely to strengthen the moat of leading SaaS companies that already control enterprise data, workflows and customer relationships. Replacing these systems is much harder than simply generating code or building an app. For companies like $Salesforce.com(CRM)$ and $ServiceNow(NOW)$ , AI agents could become a new monetization layer rather than a direct threat. I am especially interested in whether customers are willing to pay more for AI-driven automation and whether this can translate into meaningful incremental ARR. That said, I would not ignore the longer-term risk. If AI eventually lea
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avatarTiger_comments
10-07

AI Didn’t Kill SaaS — Software Stocks Are Back at 2026 Highs

Earlier this year, one of Wall Street’s favorite bearish narratives was the “SaaSpocalypse.” The logic was simple: if AI agents can write code, build apps and automate workflows, why would companies keep paying large recurring fees to Salesforce, ServiceNow and other software vendors? That fear hit the sector hard. The S&P 500 Software & Services Index fell more than 26% from late January to its April low. Now the story is starting to reverse. The software index has climbed to a new 2026 high, and earnings expectations are moving higher as well. LSEG data shows expected 2026 earnings growth for the software sector has risen from about 13.8% at the end of March to 20.6%. The key shift is that AI is starting to look less like an immediate replacement for SaaS — and more like a new mo
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AI Didn’t Kill SaaS — Software Stocks Are Back at 2026 Highs
avatarShyon
08-17
I think the comparison between Niu Lai and Anthropic is surprisingly relevant: both show how quickly markets can reprice once expectations of future scale take over. Anthropic’s growth is impressive, but a potential $2 trillion valuation requires strong confidence that its 2028 revenue can translate into sustainable margins and cash flow. Personally, I’d rather not chase the IPO purely on hype. I’m more interested in AMZN and GOOGL as indirect beneficiaries through equity stakes and cloud demand, while keeping an eye on PLTR, NET and SPCX. A successful Anthropic IPO could reinforce premium valuations across AI growth stocks. For me, AI demand is clearly real. The bigger question is how much future growth is already priced in. I remain bullish on enterprise AI, but I’d rather see revenue,
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avatar苏36
08-17
My Take: D — Wait I’m bullish on Anthropic and AI, but if the IPO approaches a $2 trillion valuation, I’d rather wait. The key question isn’t whether Anthropic is a great company—it’s whether the price already assumes too much future growth. Investors are essentially paying today for huge 2028 revenue, while Anthropic still needs to prove that rapid growth can translate into sustainable margins and cash flow. I’d watch the IPO valuation, revenue growth, customer concentration and free cash flow first. Great company, but price matters. I’d rather buy after the hype and let the numbers prove the story. @Tiger_comments [真香]
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avatarTiger_comments
08-17

From RMB 7,000 to RMB 10 Million: Niu Lai Goes Viral as Anthropic Prices in 2028

The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir
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From RMB 7,000 to RMB 10 Million: Niu Lai Goes Viral as Anthropic Prices in 2028
avatarMrzorro
08-08
Palantir Shares Jump 9%, Extending Post-Earnings Rally on AI Demand Shares of $Palantir Technologies Inc.(PLTR)$   continued their post-earnings ascent on Friday, jumping about 9% as sustained momentum in large-cap technology stocks and robust demand for enterprise artificial intelligence software fueled investor optimism. The gains follow the software company's Monday earnings report, which comfortably topped Wall Street forecasts and prompted management to raise its full-year guidance.  Palantir reported second-quarter revenue of $1.94 billion—a 93% surge year-over-year—beating consensus estimates by roughly $136 million. Adjusted earnings per share reached 41 cents, surpassing the 35 cents projected
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avatarLanceljx
08-06
Once short covering fades, the share price has to be supported by new buyers and continued execution, not forced buying. For Palantir, the key drivers are: Commercial revenue growth. If 100%+ growth persists, the premium valuation becomes easier to justify. Margins and free cash flow. Investors will want operating leverage, not just rapid sales growth. Large AI platform adoption. More enterprise customers deploying AIP at scale would support future earnings. Valuation expectations. After a near 30% jump, even strong results may not prevent volatility if future quarters merely meet expectations. The risk is that short covering can create an overshoot. Once that demand disappears, the stock often enters a period of consolidation while fundamentals catch up. Any sign of slowing growth or weak
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avatar非一般股民
08-06
TQQQ BUY
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avatarlilynguyen
08-05
It will not loose money, time to sell
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avatarRen79
08-05
Fundamentals are good for this company. Beneficial use case of using AI without the need to bank of the winning AI horse. 
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avatarARUN S
08-05
Congratulations
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avatarMillionaireTiger
08-05

[Winning Trade] PLTR Soars After Earnings — Tiger Bags US$159K

Palantir shares surged after the company delivered another sharp earnings beat and raised its full-year outlook. One Tiger caught the move and booked a profit of US$159,000 on $Palantir Technologies Inc.(PLTR)$ 👏 Congratulations to the @Kaka1992 who made US$159,000 trading PLTR! 👏 Congratulations to the @jervis43 who made US$7,606 trading PLTR! 👏 Congratulations to the @keegs who made US$7,982 trading PLTR! 👏 Congratulations to the @ming88 who made US$6,402 trading PLTR! 👏 Congratulations to the
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[Winning Trade] PLTR Soars After Earnings — Tiger Bags US$159K
avatarLanceljx
08-05
Once the short squeeze fades, the share price has to be supported by fundamentals rather than forced buying. For Palantir, the key questions are: Can 90%+ revenue growth remain elevated, especially in commercial AI? Can operating margins and free cash flow continue expanding? Can management justify its premium valuation through sustained execution? If growth remains exceptional, investors may be willing to support today's valuation. If growth normalises while expectations stay sky high, multiple compression could outweigh earnings gains. Snap's rally is more fragile. Improving losses and revenue are encouraging, but it still needs to demonstrate durable profitability and stronger advertising growth. Ultimately, short covering accelerates a rally, but it does not create lasting value. Once
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avatartuahteck
08-05
At last, some AI revenue numbers that could help put things into some proper perspective for AI company. Hope it has a knock on effect for the other AI related stocks.
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avatarTiger 123
08-04
The core catalyst for PLTR's ~14.8% surge in overnight trading (closing at $144.21) was its Q2 2026 earnings report, which significantly exceeded Wall Street expectations across all key metrics, prompting the company to raise its full-year revenue and profit forecasts 148. Key Drivers of the Surge Massive Revenue Beat & Accelerated Growth: Q2 revenue hit $19.35 billion , representing a staggering +93% year-over-year growth . This was $1.3 billion above the consensus estimate of ~$18.02 billion 158. The company's growth rate is accelerating dramatically from an already high base. U.S. Commercial Business Explodes: The standout driver was the U.S. commercial segment, where sales surged +149% YoY to $764 million . This significantly beat the analyst estimate of $716.4 million, a figure CE
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avatarMarktomarket
08-04

Palantir Produced a Receipt. Micron Still Only Has an IOU.

Good morning. Somebody got paid last night. Not the name you're thinking of. $Palantir Technologies Inc.(PLTR)$ rose 14.25 per cent after hours on Monday. The same day, $Micron Technology(MU)$ rose 0.79 per cent and $SK hynix(SKHY)$ fell 0.70 per cent. I ended the last piece saying $Apple(AAPL)$ had signed for the shortage and the side collecting the money hadn't. On Monday it signed. The signature doesn't belong to a memory maker. Palantir's quarter: revenue of US$1.935 billion, up 93 per cent year on year, commercial revenue growing at around 150 per cent, a
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Palantir Produced a Receipt. Micron Still Only Has an IOU.
avatarLanceljx
08-04
It is more likely the latter: two experienced investors managing risk, rather than definitive proof of an AI software inflection. Palantir's results were undeniably strong. Nearly doubling revenue, rapid commercial growth, and expanding profitability strengthen the case that enterprise AI spending is translating into real software revenue, not just infrastructure investment. Snap's results also suggest digital advertising remains resilient. However, Burry reducing a short is not necessarily a bullish call. It can simply reflect risk management after a sharp move. Likewise, Duan Yongping selling puts is a disciplined way to accumulate shares at lower effective prices, not an outright bet that the stock must surge. The bigger confirmation will come if other AI software firms also deliver acc
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