To The Moon

Palantir at $130 — Overreaction or Reality Check? The selloff isn’t just price — it’s narrative. Bears argue AI players like Anthropic are eroding Palantir’s edge. But Palantir isn’t competing on models — it wins on deployment (data integration, security, workflows), especially in government. The real risk isn’t collapse — it’s slower growth. At prior highs, the stock priced in near-perfect execution. What we’re seeing now looks more like multiple compression, not a broken business. What matters next: • Government revenue growth • AIP deal conversion • Commercial acceleration My take: Not a death spiral — a valuation reset. Next move depends on whether Palantir can prove growth is still there.

I think I am in a nostalgic mood. Why ? Because, lately I am looking over my back and revisiting some of the stocks that I have covered in the past. Here’s another for the road. I first covered $NEBIUS(NBIS)$ while covering the then red-hot $CoreWeave, Inc.(CRWV)$. As part of being “objective”, I looked up CRWV’s competitors, lo and behold, that was how I stumbled upon NBIS. For those who are interested in the initial posts, click on the titles for the scoop. 29 Dec 2025 - NBIS: Safer Haven or CRWV 2.0 ? Buy ? 26 Aug 2025 - CoreWeave the NEW Palantir. Not so fast !<

1. $CoreWeave, Inc.(CRWV)$ - AI Infrastructure 2. $NEBIUS(NBIS)$ - AI Infrastructure 3. $Cipher Mining Inc.(CIFR)$ - AI Compute 4. $IREN Ltd(IREN)$ - AI Compute 5. $Hewlett Packard Enterprise(HPE)$ - AI Servers 6. $Vertiv Holdings LLC(VRT)$ - Data Center Cooling 7. $Applied Optoelectronics(AAOI)$ - Photonics 8. $Aehr Test(AEHR)$ - Photonics 9. $ARM Holdings(ARM)$ - Semis 10. $