Top gainers today: $Nextpower(NXT.US) $Nebius(NBIS.US) $AppLovin(APP.US) $Arista Networks(ANET.US) $Arteris(AIP.US) $Valens Semiconductor(VLN.US)
What's on your mind?
Top gainers today: $Nextpower(NXT.US) $Nebius(NBIS.US) $AppLovin(APP.US) $Arista Networks(ANET.US) $Arteris(AIP.US) $Valens Semiconductor(VLN.US)
Top movers today: $Etoro(ETOR.US) $Arteris(AIP.US) $BorgWarner(BWA.US) $Tower Semicon(TSEM.US) $Alibaba(BABA.US)
Picked up $Arteris(AIP.US) on the r/g. Notes below. NFA
$Palantir Tech(PLTR.US)
I’m watching whether 135 holds into the May 4 earnings, since the market is in wait-and-see mode. What matters to me is whether institutional money keeps flowing into the commercial segment, that’s why I’m still holding.
Short-term moves, even a 4% drop before earnings, don’t bother me much. If the AIP flywheel works, that’s a longer-term story. So I’m holding through this consolidation and letting weaker hands exit before the numbers come out.
@Bridge Buzz SG
$Palantir Tech(PLTR.US)
I am currently holding PLTR because I believe they are the undisputed leader in enterprise AI. Their AIP is seeing explosive growth, and the 2026 revenue guidance looks very promising.
@Bridge Buzz SG
Every cycle brings the same headline claiming AI is Palantir’s risk, even as AIP drives seventy percent Q4 growth and becomes the platform enterprises are standardizing on. $Palantir Tech(PLTR.US)
Palantir posted the kind of number that grabs the entire market’s attention. AIP drove seventy percent year over year revenue growth, and that tells you everything about where the company’s real engine is now. $Palantir Tech(PLTR.US)
Wow 😮 such contrasting take on $Palantir Tech(PLTR.US)PLTR
$Palantir Tech(PLTR.US)reports after the bell TODAY. The setup is intense!
The stock’s down ~12% this month, but the street expects $1.34B revenue (up 62% YoY) & EPS of $0.23. They’ve beaten estimates every quarter for 2 years. The real debate? Whether the crazy commercial growth (especially from AIP) can keep up, or if it’s slowing down like the bears say.
📌 The big divides:
- Commercial vs. Government: Gov biz is stable, but can commercial customer growth accelerate?
- AI Hype vs. Reality: Any concrete numbers on AIP adoption?
- Cash Use: Huge cash pile—any hints on buybacks to make shareholders happy?
- Analysts are literally worlds apart: Citi Bull target $235 vs. RBC Bear target $50.
Guidance for 2026 will matter more than the Q4 print. Strap in!
So… What’s your actual play and why?
buy the deep!
$Palantir Tech(PLTR.US)reports after the bell TODAY. The setup is intense!
The stock’s down ~12% this month, but the street expects $1.34B revenue (up 62% YoY) & EPS of $0.23. They’ve beaten estimates every quarter for 2 years. The real debate? Whether the crazy commercial growth (especially from AIP) can keep up, or if it’s slowing down like the bears say.
📌 The big divides:
- Commercial vs. Government: Gov biz is stable, but can commercial customer growth accelerate?
- AI Hype vs. Reality: Any concrete numbers on AIP adoption?
- Cash Use: Huge cash pile—any hints on buybacks to make shareholders happy?
- Analysts are literally worlds apart: Citi Bull target $235 vs. RBC Bear target $50.
Guidance for 2026 will matter more than the Q4 print. Strap in!
So… What’s your actual play and why?
$Palantir Tech(PLTR.US)reports after the bell TODAY. The setup is intense!
The stock’s down ~12% this month, but the street expects $1.34B revenue (up 62% YoY) & EPS of $0.23. They’ve beaten estimates every quarter for 2 years. The real debate? Whether the crazy commercial growth (especially from AIP) can keep up, or if it’s slowing down like the bears say.
📌 The big divides:
- Commercial vs. Government: Gov biz is stable, but can commercial customer growth accelerate?
- AI Hype vs. Reality: Any concrete numbers on AIP adoption?
- Cash Use: Huge cash pile—any hints on buybacks to make shareholders happy?
- Analysts are literally worlds apart: Citi Bull target $235 vs. RBC Bear target $50.
Guidance for 2026 will matter more than the Q4 print. Strap in!
So… What’s your actual play and why?