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Captain's WatchNov 2, 2026 at 02:42 AM
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Reclaims Top Spot Before Earnings Tonight
Chipmakers crashed on Friday, led by Intel's record drop, but a smaller fall lifted Apple past Nvidia as the world's most valuable company before its results tonight. At home, the STI is sliding this ...
Chips Fell 7.2%, Can Midterms Steady Markets?Apple Retook The Crown, Can Tonight Hold It?
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Tom Nash UpdatesNov 2, 2026 at 12:25 AM
This $Palantir Tech(PLTR.US) post is from 2023
The stock did a 10x from that point
It had multiple drawdowns
Patience + conviction = $$$
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NewUser_oPJWOUOct 30, 2026 at 01:42 PM
I'm looking forward to both Apple and Palantir earnings next week. Hopefully they can deliver some positive news after some major misses for tech companies this week.
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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet Suffers Its Worst Day Since 2004
Alphabet had its worst day ever, and Amazon and Intel slid after hours. Eli Lilly and Apple bucked the selloff with records. Let's dig in 👇 💬 Big Tech is paying for AI with cash flow. Buying the Alpha...
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Hardik ShahOct 30, 2026 at 01:08 PM
📢 Companies Reporting Earnings Next Week
$Tempus AI(TEM.US) $Cipher Digital(CIFR.US) $Grab(GRAB.US) $Aehr Test(AEHR.US) $ON Semiconductor(ON.US) $BWX Tech(BWXT.US) $Apple(AAPL.US) $Palantir Tech(PLTR.US) $Unity Software(U.US)pstart(UPST.US) $Digitalocean(DOCN.US) $Shopify (SHOP.US) $Ouster(OUST.US) $Duolingo(DUOL.US) $Navitas Semiconductor(NVTS.US) $Super Micro Computer(SMCI.US) $Amgen(AMGN.US) $Arista Networks(ANET.US) $Astera Labs(ALAB.US) $Circle(CRCL.US) $Datadog(DDOG.US) $Unity Software(U.US)ber Tech(UBER.US) $McDonald's(MCD.US) $NICE-Syst(NICE.US) $Mercadolibre(MELI.US) $Amcor(AMCR.US) $Doordash(DASH.US) $Coherent Corp.(COHR.US) $Qualcomm(QCOM.US) $Arm(ARM.US) $Cava(CAVA.US) $Fair Isaac(FICO.US) $IonQ(IONQ.US) $Unity Software(U.US) $Celsius(CELH.US) $Oscar Health(OSCR.US) $IREN(IREN.US) $Applied Optoelectronics(AAOI.US) $Kratos Defense & Security(KTOS.US) $Quantinuum(QNT.US) $Affirm(AFRM.US) $TransMedics(TMDX.US) $CloudFlare(NET.US) $Humana(HUM.US) $Moderna(MRNA.US)
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Tom Nash UpdatesOct 30, 2026 at 10:18 AM
$Palantir Tech(PLTR.US) about to save AI and tech stocks.
Again.
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Hardik ShahOct 29, 2026 at 10:45 AM
$Palantir Tech(PLTR.US) | JPMorgan 𝗶𝗻𝗶𝘁𝗶𝗮𝘁𝗲𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗣𝗮𝗹𝗮𝗻𝘁𝗶𝗿 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗲𝘀, PT $𝟮𝟲𝟮
Analyst sees accelerating growth, strong profitability and disruptive upside as Palantir delivers customer ROI and meets AI sovereignty demand.
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Tom Nash UpdatesOct 28, 2026 at 08:36 PM
There’s a guy who refused to buy a stock at $80 because it was too expensive.
At $120, he decided to wait for a correction.
At $200, he finally bought.
At $150, he panic sold.
$Palantir Tech(PLTR.US) did 2,000% in the past 5 years. How many people that held this stock at one point, actually made 2,000% of profit?
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Hardik ShahOct 28, 2026 at 05:55 PM
📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: Palantir Defense Chief Warns AI Race Could Increase China's Incentive to Invade Taiwan - $Palantir Tech(PLTR.US) $Taiwan Semiconductor(TSM.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
➤ 𝗣𝗮𝗹𝗮𝗻𝘁𝗶𝗿 defense chief warns AI competition could increase 𝗧𝗮𝗶𝘄𝗮𝗻 𝗶𝗻𝘃𝗮𝘀𝗶𝗼𝗻 𝗿𝗶𝘀𝗸.
➤ 𝗠𝗶𝗸𝗲 𝗚𝗮𝗹𝗹𝗮𝗴𝗵𝗲𝗿 says China's strategic incentives are becoming more compelling.
➤ Taiwan's 𝗧𝗦𝗠𝗖 manufactures the world's most advanced 𝗔𝗜 𝗰𝗵𝗶𝗽𝘀.
➤ Gallagher warns China could 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 𝗼𝗿 𝗱𝗶𝘀𝗮𝗯𝗹𝗲 TSMC.
➤ Such disruption could threaten 𝗴𝗹𝗼𝗯𝗮𝗹 𝘀𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿 𝘀𝘂𝗽𝗽𝗹𝘆 𝗰𝗵𝗮𝗶𝗻𝘀.
➤ Gallagher believes accelerating 𝗨.𝗦. 𝗔𝗜 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 could influence Beijing's calculations.
➤ U.S. intelligence previously assessed a Taiwan invasion as 𝗲𝘅𝘁𝗿𝗲𝗺𝗲𝗹𝘆 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗶𝗻𝗴.
➤ China has increased 𝗰𝗼𝗮𝘀𝘁 𝗴𝘂𝗮𝗿𝗱 𝗽𝗮𝘁𝗿𝗼𝗹𝘀 alongside military exercises near Taiwan.
➤ 𝗣𝗮𝗹𝗮𝗻𝘁𝗶𝗿 supplies the Pentagon's AI-powered 𝗠𝗮𝘃𝗲𝗻 𝗦𝗺𝗮𝗿𝘁 𝗦𝘆𝘀𝘁𝗲𝗺.
➤ Gallagher compares potentially self-improving AI to the 𝗻𝘂𝗰𝗹𝗲𝗮𝗿 𝘄𝗲𝗮𝗽𝗼𝗻𝘀 𝗲𝗿𝗮.
👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:
➤ 𝗧𝗦𝗠𝗖's strategic importance makes Taiwan central to global AI development.
➤ Taiwan conflict could severely disrupt 𝗡𝗩𝗜𝗗𝗜𝗔, 𝗔𝗠𝗗, and global chip supplies.
➤ Rising geopolitical tensions could accelerate 𝗨.𝗦. 𝗱𝗼𝗺𝗲𝘀𝘁𝗶𝗰 𝗰𝗵𝗶𝗽 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴 investments.
➤ Growing military AI competition could increase demand for 𝗣𝗮𝗹𝗮𝗻𝘁𝗶𝗿'𝘀 𝗱𝗲𝗳𝗲𝗻𝘀𝗲 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆.
➤ Gallagher's warning reflects a 𝗴𝗲𝗼𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝗮𝗹 𝗿𝗶𝘀𝗸 𝗮𝘀𝘀𝗲𝘀𝘀𝗺𝗲𝗻𝘁, not confirmation of invasion plans.
👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:
𝗠𝗶𝗸𝗲 𝗚𝗮𝗹𝗹𝗮𝗴𝗵𝗲𝗿, Head of Defense at Palantir Technologies:
"The logic of Xi Jinping sacrificing enormously to take Taiwan is getting more compelling,"
"If we run away with AI, now is his moment to stop us from doing that, because he may not be able to catch up later on."
"If China takes Taiwan, they will control TSMC or disable TSMC — they will have the ability to hold the rest of the world economically hostage,"
"If that is true, that we're at an inflection point, and this technology is a game changer on par with the advent of nuclear weapons in the 1940s,"
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Tom Nash UpdatesOct 26, 2026 at 03:05 PM
$Palantir Tech(PLTR.US) changed so many lives.
Proud the be the original "Palantir Guy"
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NewUser_tXvx48Oct 25, 2026 at 03:37 AM
Context
Palantir has officially transitioned from a speculative “story stock” into a highly profitable enterprise software powerhouse. In its most recent Q2 results, revenue exploded 93% year-over-year to $1.94 billion, crushing conservative forecasts. This breakneck acceleration is primarily fueled by explosive growth in its US Commercial sector (+149% YoY), proving that its Artificial Intelligence Platform (AIP) has achieved profound product-market fit. Financially, the operational model is remarkably robust: it generates a 62% adjusted operating margin, boasts $9.2 billion in cash with zero debt, and maintains a phenomenal Rule of 40 score of 155%. Consequently, top-tier institutions have aggressively turned bullish, with Goldman Sachs upgrading the stock to “Buy” and Barclays initiating an “Overweight” rating with a street-high target of $265.
My trade
• The Tactical Strategy: Rather than chasing shares at the peak of the 52-week range ($212.94), a smarter trade is to capture volatility or wait for a pullback.
• Actionable Plan: Selling out-of-the-money cash-secured puts targeting the $170–$175 support zone allows you to either pocket a rich premium driven by implied volatility or accumulate shares at a more justifiable discount if the market reacts harshly to forward guidance. Alternatively, long-term investors should hold off on adding capital until Q3 numbers clarify if sequential momentum can match the current expectations.
Takeaway
Palantir represents a premier operational thesis paired with a severely stretched valuation. The company’s massive $472.80 billion market cap is entirely dependent on its ability to sustain near-triple-digit growth scales. While its fundamental strength, balance sheet, and institutional backlog make it an exceptional secular AI holding, risk mitigation must take precedence. Buy the underlying enterprise strength, but only execute on structural price dips.
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PLTR 2X Long ETF

☕️ [Task Coins Giveaway] Daily Market Talk — Apple Reclaims Top Spot Before Earnings Tonight