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📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: Drug Discovery Informatics Market Projected to Reach $7.74 Billion by 2030 as AI Agents Need Biological Context - $Microsoft(MSFT.US) $Palantir Tech(PLTR.US) $Snowflake(SNOW.US) $Veeva Systems -CL(VEEV.US) $MindWalk(HYFT.US)

$Lumentum(LITE.US)$Lumentum(LITE.US) trying to gain upwards momentum but failed to grab hold. it's inevitable that music stops once big boys cash out. follow for more insights. insiders know it best.

October is historically Palantir's time to shine 👀

$Palantir Tech(PLTR.US)

Context: After experiencing a significant pullback in the first half of 2026, its stock price has rebounded rapidly over the past few months. However, it remains about 10.7% below its 52-week high of $207.52 set on November 3, 2025. As Palantir's commercial AI business continues its rapid expansion, the market is contemplating whether Palantir's stock price can break through $200 and further challenge its previous all-time high. Palantir's advantage lies not merely in providing AI models, but in integrating data processing and AI models with actual enterprise business workflows. The company's Artificial Intelligence Platform (AIP) helps enterprises connect large language models to their own data and workflows, bringing Palantir closer to the positioning of "AI applications and enterprise software infrastructure." As enterprises gradually transition from experimenting with AI to large-scale deployment, whether Palantir can continuously expand its commercial customer base and contract size per customer will be a key variable for future revenue growth.

My Trade: As always, the biggest concern for Palantir is its valuation. That is also the biggest factor stopping me from buying any more especially at current prices.

Takeaway: The company has also further raised its full-year guidance. Palantir expects full-year 2026 revenue to increase by 82% year-over-year, with US commercial revenue projected to grow by at least 134% year-over-year; at the same time, the company expects full-year adjusted free cash flow to reach $4.5 billion to $4.7 billion. @Captain's Treasure

bond yield up, should I switch from the stock market to the bond market ?

Bond's yield up, meaning bond's trade price drop. correct me if I am wrong

The ultimate driver of long-term US Treasury yields is the US fiscal deficit. The so-called widening risk spreads and high corporate debt levels are all built on this fertile ground of US deficits.

Is there a solution?

This comes down to whether we face a soft or hard landing.

If it's a soft landing, the USD needs to depreciate and rates must come down. Right now, it's like having cancer but also suffering from food poisoning—let's handle the emergency first and deal with the chemotherapy later.

which sticks will benefit?

10 year treasury yield has risen but US economy is on growth phase esp extraordinary demand from AI related. Hence, how high can the US stock market continue to rally will depends on each quarter earnings report and of course the economic data. Volatility is to be expected as always.