Marico Samuel
Marico Samuel
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$Palantir Technologies Inc.(PLTR)$ This reminds me of NVDA in 2022. Palantir has a fortress balance sheet.
$Palantir Technologies Inc.(PLTR)$  Enterprise AI demand for Palantir remains very strong. The commercial opportunity is still being underestimated. AIP adoption is accelerating. The company remains one of the primary beneficiaries of the AI buildout.
Usually, it's during these pullbacks that the next winners reveal themselves. Here are the four setups I'm watching closely right now: $SoFi Technologies Inc.(SOFI)$  CEO is buying shares on the inside while the stock is down nearly 50% from its highs. The weekly chart structure is starting to flip bullish again, and the sentiment feels washed out. $CoreWeave, Inc.(CRWV)$  Still one of the most overlooked names in AI infrastructure. Massive backlog, connection to Nvidia, and the chart looks like it's building energy for another leg higher. $Palantir Technologies Inc.(PLTR)$  Probably still the cleanest pure-play AI software trend in the market. Tig
$Palantir Technologies Inc.(PLTR)$  Watching this while holding $148 calls
$Palantir Technologies Inc.(PLTR)$ Wired is putting out negative coverage on Palantir regarding the UK contracts, NHS and Defence, which is having a small effect on the stock. The $760 million contracts with the UK are under scrutiny from a minority who think Palantir could end up controlling part of the government. Microsoft and Amazon have faced similar issues. Something worth watching. I remain long on it.
$Palantir Technologies Inc.(PLTR)$ Honestly, over the past few months, I've been wondering... did it really make sense for it to be below $160? Of course not!
$Palantir Technologies Inc.(PLTR)$ To be honest, I think PLTR should be trading around the $180 range. It's hard to get too excited at $140-something. But it's a great company. It'll get there once all the financial institutions need to get in. This price is just too low.
$Palantir Technologies Inc.(PLTR)$  NAS is looking green. I think PLTR could go over 140 today. Worth watching the move for a bit. As for Nvidia, it seems to be continuing its upward trend.
$Palantir Technologies Inc.(PLTR)$ Once all this petty political dust settles, Palantir should still continue its march toward $250. Short sellers are trying everything in their power to drag it down with negative political rhetoric, but that kind of pressure won't last for too long.
$Palantir Technologies Inc.(PLTR)$ I don't think there's anything fundamentally wrong with Palantir; it's just the share price at the moment. In my view, people are selling Palantir because they see software as dead money and are rotating into chips and hardware. Just a year ago, the narrative was that chips were doomed and all that massive capex would crush Nvidia, Google, and Amazon. Guess that didn't pan out. Something will shift again, and the herd will follow back into software.
$Palantir Technologies Inc.(PLTR)$ The whole "sky is falling" idea that Palantir's commercial business is losing ground doesn't hold up. They posted $595 million in commercial revenue, missing the $604 million estimate by just $9 million. On the flip side, government revenue came in at $858 million, beating the $768 million estimate by $90 million. Just in Q1 alone, they logged 206 deals over $1 million, 72 deals over $5 million, and 47 deals over $10 million. Total customers now stand at 1007. No surprise Bank of America reiterated a buy with a $255 target, and Argus upgraded from hold to buy at $190 per share.
$Robinhood(HOOD)$ It seems this stock is on the move, maybe back to 90?
$Palantir Technologies Inc.(PLTR)$ The market seems unsure how to process such a big beat, still calculating. It looks likely to move up soon.
$Palantir Technologies Inc.(PLTR)$ Cleveland-Cliffs and the U.S. Department of Agriculture have both announced multi-year deals to implement Palantir's AI platforms across steel production and farm program operations. This includes a US$300 million blanket purchase agreement to support the National Farm Security Action Plan. This demonstrates Palantir's software is moving deeper into mission-critical industrial and civilian government workflows, extending its reach well beyond its core defense and intelligence business.
$Robinhood(HOOD)$  Quite a few investment professionals, not just Cathie Wood, are forecasting Bitcoin to reach somewhere in the $300K to $1M range in about 5 years. Picture the impact that Bitcoin's progression toward that target could have on HOOD. Worth keeping an eye on HOOD.
$Palantir Technologies Inc.(PLTR)$ Cleveland Cliffs secured a 3-year deal. Another one in the bag! Anyone with a problem can talk to this guy.
$Palantir Technologies Inc.(PLTR)$ A stock like PLTR comes along once a generation, literally changing the world. All those copycat companies are spending billions to emulate PLTR, but only this one is the original, akin to Tesla. The rest are just wasting their time and money. I wouldn’t be fooled by the noise. With Palantir investment, I’d aim for the steadiness of a Buddha monk, not the doubt of the Biblical Thomas.
$Palantir Technologies Inc.(PLTR)$ NVDA is starting to look stagnant, just like before it takes off.
$Palantir Technologies Inc.(PLTR)$  What are you smoking... PLTR is growing faster than any technology company in the world, like ever! This will hold! It will go to 215.00 after the earnings report!

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