Direxion Daily PLTR Bull 2X Shares

$Datadog(DDOG.US) and $Palantir Tech(PLTR.US) new high has me move up let it ride stops.

Source: Sunrise Trader

$Palantir Tech(PLTR.US)

Context: Palantir has been delivering impressive results in recent quarters, and its growth has been tremendous. The stock's high valuation has spooked investors, and that was likely a key reason why it was down for much of the year. But since it reported its recent earnings results, it has been surging yet again. Palantir has been a big benefactor of AI-fueled growth, as the company's been winning over customers with its focus on AI sovereignty and the ability for customers to retain control of their underlying data. This is crucial for companies to maintain their competitive advantages and protect intellectual property. Now, Ondas and Palantir have formed a standalone private company named Regna AI to develop sovereign mission-focused AI models within customer-controlled environments. Palantir will provide training infrastructure and delivery support, while Ondas acts as the initial customer utilizing fine-tuned models for edge-based autonomous mission orchestration.

My Trade: I am pretty tempted to take profit here first as Palantir reaches new ATH and look to buy back once the stock pulls back. With earnings season back around the corner, let's see how much more Palantir can rise before consolidating.

Takeaway: The platform primarily targets defense and government users, with future expansion planned for security, critical infrastructure, and industrial markets. @Captain's Treasure

$Ondas(ONDS.US) and $Palantir Tech(PLTR.US) just launched Regna AI, a new company built for sovereign defense AI

Source: StockMarket.News

Remember a few years ago when people called me crazy for saying $Palantir Tech(PLTR.US) is a $500 stock…

Context

Palantir has officially transitioned from a sluggish, black-box defense contractor into the dominant orchestration layer for enterprise AI. Its recent Q2 2026 earnings report was a historical milestone, showcasing a blistering 93% year-over-year revenue growth ($1.94 billion) and an exceptional 47% operating margin—surpassing even legacy SaaS titans like Microsoft.

• U.S. Commercial Explosion: Driven by its Artificial Intelligence Platform (AIP), U.S. commercial revenue surged 149% year-over-year.

• Sovereign AI Infrastructure: Palantir is securing its future pipeline via massive new global infrastructure alliances with partners like Nebius and Nvidia.

• The Valuation Catch: Wall Street has flipped ultra-bullish, with Goldman Sachs upgrading PLTR to a Buy with a $230 target and Barclays establishing a $265 target. However, executing at this level comes with a heavy tax: the stock trades at an incredibly steep trailing P/E ratio of roughly 169x and a forward sales multiple exceeding 62x.

My trade

Given the extreme bullish momentum backed by historic fundamental acceleration, executing a straight long equity position at all-time highs risks stepping right into a local top. Instead, a long-term growth framework utilizing a blended approach mitigates downside risk while maintaining upside exposure.

• Primary Action: Core position scaling via a dollar-cost averaging (DCA) approach over the next two quarters rather than a lump-sum entry.

• Tactical Option Play: For active traders, selling out-of-the-money cash-secured puts (targeting the $175–$180 support range) allows you to collect high options premiums driven by PLTR’s volatility or acquire shares at a 15% discount if a macro pullback occurs.

Takeaway

If cash flows compound at 30–40% annually over the next 5 years, the business will rapidly grow into its market valuation, making any near-term pullbacks prime buying opportunities.

$Palantir Tech(PLTR.US) told you

$Palantir Tech(PLTR.US) I did inch up some stops.

Source: Sunrise Trader

$Palantir Tech(PLTR.US) a move over 207.52 will have me move all let it ride stops up. One of my largest holdings and one of my best %. Been a gift.

Source: Sunrise Trader

Goldman Sachs released a research report on PLTR with a 'Buy' rating, focusing on the analytical logic rather than the target price. Goldman posits that 'as enterprise users focus on AI sovereignty and customized applications, PLTR is poised for a transformative leap in its TAM.'

'The FDE model isn't just about hiring FDEs; it requires establishing tight feedback loops between the field and product development. Palantir has refined this mechanism to the point where AI can automate FDE operations.'

Nearing $200 pre-market $Palantir Tech(PLTR.US)