To The Moon

$Palantir Technologies Inc.(PLTR)$ Holding steady. I actually like it when my stock dips like this, just 0.5%-1% before moving up again.

UNH operating earnings came in at $6.6B. That is pretty close to what $Palantir Technologies Inc.(PLTR)$  brings in for a full year of revenue. $Palantir Technologies Inc.(PLTR)$  is sitting at a $500B market cap, while $UnitedHealth(UNH)$  is at $340B. lol.

$Palantir Technologies Inc.(PLTR)$  There's really only one reasonable bear thesis here: that the TAM isn't big enough to support the growth trajectory. I think that's wrong, but at least it's a reasonable opinion. When people say the software is trash, regular, or nothing special, it just makes them look uninformed. Those comments crack me up every time I read them.

$Palantir Technologies Inc.(PLTR)$  If we close green today, I might finally be able to afford some decent ramen tonight instead of the packaged stuff.

$CrowdStrike Holdings, Inc.(CRWD)$ $Palantir Technologies Inc.(PLTR)$  There's been a lot of news around hacks and security lately. These two could be worth watching for the rest of the year and into next year.

$Palantir Technologies Inc.(PLTR)$ We have a 6 year DPO anniversary coming up this Wednesday. The best way to mark it would be showing 200+ by then or before. I think Wall Street is aware of this.

$Surf Air Mobility Inc.(SRFM)$ Palantir is in the building. $Palantir Technologies Inc.(PLTR)$ 

$Palantir Technologies Inc.(PLTR)$ Palantir will go past $1,000.00 in 2027-28. I'm being very conservative with that estimate, it'll most likely end up much higher. In the short term, PLTR should reach 250.00-270.00.

If $SoFi Technologies Inc.(SOFI)$  gets to $100, Anthony Noto will start being viewed as the reincarnation of Alex Karp from PLTR. Karp was also disliked back when I held $Palantir Technologies Inc.(PLTR)$  at $6, and now he is beloved just because of stock performance. Haters turn into fans pretty fast.

Why $NEBIUS(NBIS)$  remains my biggest DataCenter play — my updated 2030 price target. Last earnings showed ARR per MW can come in higher than previously thought, and the $Palantir Technologies Inc.(PLTR)$  announcement makes me more confident too. Official $NEBIUS(NBIS)$  guidance is 5GW contracted power in 2026. I personally estimate 4GW active by the end of 2029 at an average of $16M ARR per MW. That puts the base case ARR going into 2030 at $64B. Assuming a 7x ARR multiple, ClickHouse adding another 10% of value, and another full 100% dilution — stock only has half the upside — I get to a $904 stock in 2030.