๐ข ๐๐๐๐ ๐๐: White House to Redirect Billions in Research Funds Toward AI, Away From Colleges - WSJ
$NVIDIA(NVDA.US) $AMD(AMD.US) $Intel(INTC.US) $Microsoft(MSFT.US) $Alphabet(GOOGL.US) $Palantir Tech(PLTR.US) $Meta Platforms(META.US)
PLTR260227C143000.US
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$Palantir Tech(PLTR.US) Palantir Technologies has garnered mixed investor opinions, primarily due to its high valuation metrics, trading at a forward P/S multiple of around 41 and a P/E ratio near 90. The company has demonstrated impressive revenue growth over 11 consecutive quarters, showcasing an 85% increase in the first quarter, driven by new customer additions and efficient growth from existing clients. Palantir's AI solutions, particularly its Artificial Intelligence Platform, have achieved strong customer retention with a net revenue retention rate of 150%, highlighting its potential for significant future growth. The problem is the stock has ran up too much last year and now the hype has been transferred to other stocks, leaving Palantir accumulating in the current range. @Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - F
$Palantir Tech(PLTR.US) buyers spotted stepping into the $138C for 07/24, loading up with over $705K in premium.
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โก ๐๐๐๐๐๐: France and Germany Explore European Alternative to $Palantir Tech(PLTR.US) Palantir Military Software - Politico
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐ ๐ซ๐๐ง๐๐ and ๐๐๐ซ๐ฆ๐๐ง๐ฒ to examine a European alternative to ๐๐๐ฅ๐๐ง๐ญ๐ข๐ซ.โค Initiative aims to strengthen ๐๐ฎ๐ซ๐จ๐ฉ๐๐๐ง ๐๐๐ญ๐ ๐ฌ๐จ๐ฏ๐๐ซ๐๐ข๐ ๐ง๐ญ๐ฒ.โค Plan includes a sovereign digital backbone with ๐๐ and cloud technologies.โค France's ๐๐ซ๐๐๐๐ข๐ platform highlighted as a key solution.โค Germany previously selected ๐๐ก๐๐ฉ๐ฌ๐๐ข๐ฌ๐ข๐จ๐ง over Palantir for its spy agency.โค France ended its domestic intelligence contract with ๐๐๐ฅ๐๐ง๐ญ๐ข๐ซ in June.โค Countries will develop a ๐๐ฎ๐ซ๐จ๐ฉ๐๐๐ง ๐๐จ๐ฅ๐ฅ๐๐๐จ๐ซ๐๐ญ๐ข๐ฏ๐ ๐๐จ๐ฆ๐๐๐ญ ๐ฌ๐ญ๐๐ง๐๐๐ซ๐.โค Joint MGCS research will focus on ๐๐ฎ๐ญ๐จ๐ง๐จ๐ฆ๐จ๐ฎ๐ฌ ๐๐ซ๐ข๐ฏ๐ข๐ง๐ , sensors, and battlefield networking.โค France, Germany, and Britain will study cooperation on ๐ฅ๐จ๐ง๐ -๐ซ๐๐ง๐ ๐ ๐ฆ๐ข๐ฌ๐ฌ๐ข๐ฅ๐ capabilities.โค Both nations reaffirmed support for a future ๐๐๐๐ stock-market listing - N
$Palantir Tech(PLTR.US) Palantir Technologies has recently garnered attention following strategic partnerships with NVIDIA and Surf Air, focusing on enhancing AI capabilities for U.S. government applications and expanding SurfOS products. Analysts maintain a positive outlook for Palantir, with a consensus Buy rating and an average price target of $187.42, reflecting recent upgrades from multiple firms. However, bar any magnificent breakthrough or partnerships, I don't think Palantir will spike back to its ATHs of $190 anytime soon. The best case scenario is for it to consolidate and edge higher slowly, I personally targeting a $150 in the next 3 months. @Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - A
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:1. June U.S. inflation came in much cooler than expected. Headline CPI was 3.5% YoY vs 3.8% expected, while CPI fell 0.4% MoM vs expectations for 0.0%. Core CPI was 2.6% YoY vs 2.9% expected, with Core CPI flat at 0.0% MoM vs 0.2% expected. This marks the first negative monthly inflation reading since 2020.2. President Trump said he has decided to replace the proposed 20% United States Reimbursement Fee on cargo through the Strait of Hormuz with trade and investment deals from Gulf States into the U.S. He said those investments will be โmassiveโ while also being โextraordinarily goodโ for the Gulf States and their future.3. IBM $IBM(IBM.US) went down 24% after preliminary Q2 results came in well below expectations. Revenue was $17.2B vs $17.86B expected, up just 1% YoY, with consulting revenue flat and infrastructure revenue down 7% YoY. CEO Arvind Krishna said that in the last few weeks of June, clients shifted quarterly capex toward servers, storage, and memory to secure supply-constrained infrastructure ahead of expected price increases, while cybersecurity concerns also distracted customers. IBM said it did not anticipate the magnitude of the capex reprioritization. The stock has lost roughly $65B in market cap. 4. Palantir $Palantir Tech(PLTR.US) moved from $122 in the premarket to $135 as the market opened. The stock opened down on the $IBM(IBM.US) news around software spend shifting toward capex spend and recovered into the open, closing up 3%. $Microsoft(MSFT.US) Microsoft CEO Satya Nadella quoted Alex Karp yesterday in his piece about why the market needs to focus on true enterprise transformation, not just tokens, while Chamath said on CNBC today that Karp โdeserves a medalโ for being on the right side of history in calling out foundation model companies that take IP without delivering customer value. 5. Fed Chair Kevin Warsh today said in his congressional testimony that he is โdoubling downโ on the 2% inflation target and believes this Fed will deliver 2% inflation. He added that a broader price stability objective is still in the back of his mind and said the Fed will see if further reforms are needed. Warsh also said he is prepared to do everything he can to ensure the independent conduct of monetary policy.6. New York is set to enact the first statewide data center moratorium in the U.S., per NYT. Gov. Kathy Hochul will pause approvals for new hyperscale data centers using 50MW+ of power for one year while the state studies energy, water, and environmental impacts. The order takes effect immediately, but does not impact projects that already have required permits. Hospitals, universities, and back-office financial services are not expected to be affected.7. The top 10 most active options today by contracts traded were $NVIDIA(NVDA.US) with 3.1M contracts, $Tesla(TSLA.US) with 1.4M contracts, $Apple(AAPL.US) with 707K contracts, $Palantir Tech(PLTR.US) with 646K contracts, $Intel(INTC.US) with 562K contracts, $Micron Tech(MU.US) with 551K contracts, $IBM(IBM.US) with 494K contracts, $Amazon(AMZN.US) with 492K contracts, $Microsoft(MSFT.US) with 478K contracts, and $Terawulf(WULF.US) with 420K contracts.8. Nebius $Nebius(NBIS.US) agreed to sell $1B+ of AI compute to Reflection AI through 2029, giving the company access to Nvidia GB300 chips. Reflection AI, founded by two former Google DeepMind researchers, also signed a multibillion-dollar compute deal with SpaceX last month and has reportedly discussed raising $2.5B at a $25B valuation. Nebius already has compute agreements with Microsoft and Meta.9. OpenAI is developing a screen-free, battery-powered smart speaker designed as a humanlike AI companion and a new home AI computer. The first consumer product is reportedly focused on voice interaction and ambient presence, giving users an AI assistant they can build a connection with. The device includes a camera and other sensors to understand surroundings and context, while tapping into ChatGPT for richer assistance than conventional smart speakers. It can control smart-home appliances, play media, answer questions, respond to messages, help with chores, assist with cooking, and play music as it moves around the home. 10. Aehr $Aehr Test(AEHR.US) reported a strong Q4 beat and guided well above the Street. Q4 EPS came in at $0.11 vs -$0.01 expected, while revenue was $18.8M vs $18.69M expected. The company also received $8M+ in new silicon carbide wafer-level burn-in orders as EV programs ramp, including a follow-on WaferPak order from its lead SiC production customer and a direct order from one of the worldโs top two automakers to qualify SiC suppliers for next-gen EVs. Aehr said its lead customer indicated additional capacity needs this fiscal year. Most importantly, $Aehr Test(AEHR.US) guided FY27 revenue to $130Mโ$150M, far above the Street at $85M.11. Big banks reported a very strong Q2, with Goldman Sachs $Goldman Sachs(GS.US), Bank of America $Bank of America(BAC.US), JPMorgan $JPMorgan Chase(JPM.US), and Wells Fargo $Wells Fargo(WFC.US) all beating expectations. Goldman was the standout, with revenue of $20.34B vs $16.35B expected and EPS of $20.98 vs $14.45, driven by a massive 53% YoY jump in Global Banking & Markets and a 72% YoY surge in Equities S&T. Bank of America beat on revenue and EPS, with trading revenue ex-DVA up 33% YoY. JPMorgan posted revenue of $58.02B vs $51.39B expected and EPS of $7.70 vs $5.72, though NII was roughly in line. Wells Fargo also beat, with revenue up 9% YoY, EPS up 25% YoY, and net loan charge-offs coming in better than expected. Overall, the quarter showed stronger trading, resilient credit, and better-than-expected earnings power across the big banks.12. South Korea is seeing an unprecedented foreign investor pullback. Overseas investors have dumped $110B of Korean equities so far this year, already far beyond the prior 7-year full-year high of $22B in 2021. The selling intensified in June, when foreigners unloaded $31B, the biggest monthly outflow ever recorded. At the same time, local buyers have stepped in aggressively, with domestic retail investors purchasing $60B and institutions adding $15B since May began. The pressure is now spilling into leveraged retail accounts: as of July 13, 1.2M Korean margin accounts had triggered margin calls, with roughly 320Kโ360K accounts fully liquidated by brokers.WALL STREET IS THE GREATEST SHOW ON EARTH.Source: amit
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$Palantir Tech(PLTR.US) daily back over 50ma. Recent highs are on my radar to move stops.
Source: Sunrise Trader
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$Palantir Tech(PLTR.US)
Palantir $Palantir Tech(PLTR.US): Is the Pullback Finally Attractive?
Palantirโs sharp 2026 correction is driven more by valuation compression than deteriorating fundamentals. Operationally, the business remains exceptionally strong. Q1 FY2026 revenue surged 85% YoY, prompting management to raise full-year revenue guidance to US$7.65-7.66 billion, while U.S. government revenue grew 84% and commercial revenue continued triple-digit expansion. (โ Palantir Investors)
The sell-off stems from three concerns: an extreme valuation after 2025โs AI rally, fears that foundation-model providers such as OpenAI and Anthropic are encroaching on enterprise AI, and political scrutiny over Palantirโs government relationships rather than an actual collapse in contract wins. In fact, backlog and government demand remain healthy, with no evidence that rising CAPEX or a change in management strategy has materially weakened the business. (โ InsiderFinance)
Technically, PLTR remains below key moving averages. Initial support lies around US$106-110 (recent 52-week low), while resistance sits near US$134 at the 50-day moving average. A sustained break above US$134 would improve the intermediate trend. (โ Barronโs)
For cash-secured put sellers, patience is warranted. Implied volatility is attractive, but waiting for price stabilization above support or confirmation of higher lows offers a better risk-reward profile. Investors seeking stronger technical momentum may instead consider NVDA, ORCL, MSFT, or METAโall of which possess durable AI ecosystems, broader earnings diversification and clearer institutional accumulation trends.
Trade Showcase: Trade, Show & Earn Rewards! - A
reason markets are struggling right now...
- trump putting a new 20% "cargo tariff" means prices could go up, meaning inflation goes up, meaning more potential for rate hikes- iran is proxy targeting refineries against middle eastern allies including bahrain and kuwait, not good for oil prices or general escalation- kospi got wrecked last night -9% which is hurting the $SK Hynix(SKHY.US) SK Hynix along with the memory names in the US and if the memory names get hurt, the rest of the semis follow the good thing is, software names $IGV $Palantir Tech(PLTR.US) $Shopify (SHOP.US) $Reddit(RDDT.US) $Salesforce(CRM.US) $ServiceNow(NOW.US) $Adobe(ADBE.US) $Figma(FIG.US) $Zeta Global(ZETA.US) are getting some of the rotation so the broader breadth of the market is widening outhigh-beta names in July have just not done well and it feels like this July is becoming very similar to the past 5 years, which is really just creating a month of consolidation for the most momentum driven namesSource: amit
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Nadella has published another long article discussing the economic reflexivity of AI. The concept of the Information Paradox describes the dilemma for information sellers: to prove the value of information, they must first disclose it; but once the information is disclosed, its value is captured for free by buyers. In the AI era, buyers who want to use good AI models instead risk handing over valuable know-how. The result is paying twice: once for tokens, and once for proprietary knowledge. Nadella directly quotes Karp's view in the article, "What technology customers want is control over their own computing power, models, data stack, and alpha. They need to be sure they own the means of production, not that it's being transferred to someone else."
Currently, it seems the new narrative for AI applications is a competition between two paths.
Camp A: The Token Economics of Model Vendors
Stronger models are better -> Higher usage is better -> Feedback for model training -> Shared weights
Form: Token consumption / Subscription-based
Camp B: Controlling AI Sovereignty / Learning Loop
Models are switchable -> Data/Logic stays within the enterprise -> The loop and data are the true AI Alpha
Form: Cloud platform / Sovereign stack / Heavy on-premise deployment
The current situation is that Camp B has been suppressed by Camp A for over half a year and is now starting to counterattack, vying for the right to define the narrative. Who will win?
$Microsoft(MSFT.US)$Palantir Tech(PLTR.US)
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$Apple(AAPL.US) is suing OpenAI for ingesting trade secrets and intellectual property during their collaboration. OpenAI might delay its IPO process as a result.
However, looking at the bigger picture, this echoes the importance of data sovereignty advocated by $Palantir Tech(PLTR.US)'s Karp. If corporate data isn't properly restricted, it's essentially handing over the most critical assets to model providers. You'd be paying for tokens while the model providers learn your core business, thus losing the biggest AI Alpha. PLTR just released a Sovereign AI Playbook, which details how to avoid this situation.
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We had a discussion in the group. 30x P/S is not normal. We just stopped acting like it is.
For context:โข S&P 500: ~3.5x salesโข Mature SaaS: 5 to 15xโข $NVIDIA(NVDA.US): ~20xโข $Palantir Tech(PLTR.US): ~56xโข $IonQ(IONQ.US): ~77xโข $SpaceX(SPCX.US): ~110xAt 30x sales, the market is paying $30 for every $1 of revenue. Not profit. Revenue. What history says?: It usually does not stay extraordinary forever. Markets have a funny way of humbling anyone who calls 70x or 100x "the new normal."On X, its turning normal to pump stocks that are stupidly valued stocks, but think twice before acting on them. - H
๐ข ๐๐๐๐ ๐๐: Rackspace Unveils AI Growth Strategy, Expands Palantir Partnership - $Rackspace Tech(RXT.US) $Palantir Tech(PLTR.US) $AMD(AMD.US) $Rubrik(RBRK.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐๐๐ค๐ฌ๐ฉ๐๐๐ outlined its strategy to become the operator of the ๐๐ฎ๐ฅ๐ฅ ๐๐ง๐ญ๐๐ซ๐ฉ๐ซ๐ข๐ฌ๐ ๐๐ ๐ฌ๐ญ๐๐๐ค.โค ๐๐๐ฅ๐๐ง๐ญ๐ข๐ซ named Rackspace a ๐ฉ๐ซ๐๐๐๐ซ๐ซ๐๐ ๐ฉ๐๐ซ๐ญ๐ง๐๐ซ for regulated and sovereign markets.โค Rackspace highlighted AI partnerships with ๐๐๐, ๐๐๐ฅ๐๐ง๐ญ๐ข๐ซ, ๐๐ฎ๐๐ซ๐ข๐ค, ๐๐ง๐ข๐ฉ๐ก๐จ๐ซ๐ and VMware.โค Partnership has grown to ๐๐ฉ๐ฉ๐ซ๐จ๐ฑ๐ข๐ฆ๐๐ญ๐๐ฅ๐ฒ ๐๐๐ Palantir certifications across sales, engineering and operations.โค First joint deployment delivered a ๐จ๐ฏ๐๐ซ ๐๐% reduction in customer quote cycle time.โค Rackspace lowered ๐ ๐๐๐๐๐ revenue outlook to ๐.๐๐-๐.๐๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง from ๐.๐๐-๐.๐๐ ๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง.โค FY2026 ๐๐๐ฃ๐ฎ๐ฌ๐ญ๐๐ ๐๐๐๐๐๐ outlook reduced to ๐๐๐-๐๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง.โค Q2 2026 revenue expected at ๐๐๐-๐๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง with Adjusted EBITDA of ๐๐-๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง.โค Rackspace targets ๐๐๐๐ AI capacity by 2028, generating ๐๐๐-๐๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง annual revenue.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Palantir partnership strengthens Rackspace's position in the ๐๐ง๐ญ๐๐ซ๐ฉ๐ซ๐ข๐ฌ๐ ๐๐ market.โค AI infrastructure expansion targets a ๐ก๐ข๐ ๐ก-๐ฆ๐๐ซ๐ ๐ข๐ง growth business beginning in 2027.โค Lower near-term guidance reflects a strategic shift toward ๐ฅ๐จ๐ง๐ -๐ญ๐๐ซ๐ฆ ๐๐ investments.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "The best-of-breed partnerships we have signed during 2026 โ with AMD, Palantir, Rubrik, Uniphore and VMware by Broadcom โ combined with the data center capacity and 25+ years of expertise that Rackspace brings to the table, represent a unique positional advantage for Rackspace. Today's capital raise announcement is meaningful because it will enable us to expedite our AI Enterprise strategy and unlock a meaningful revenue and EBITDA growth vector for Rackspace, starting in 2027." โ ๐๐๐ฃ๐๐ง ๐๐๐ง๐๐ข๐๐ก, Chief Executive Officer of Rackspace Technology.โค "Apollo remains highly supportive of Rackspace's strategy and believes the Company is taking the right steps to fund its next phase of growth. We are excited about the opportunity ahead and remain aligned with Rackspace as it builds a differentiated platform for Enterprise AI." โ ๐๐๐ซ๐จ๐ง ๐๐จ๐๐๐ฅ, Partner at Apollo Global Management and Member of Rackspace Technology's Board of Directors. - H
๐ข ๐๐๐๐ ๐๐: Palantir, Rackspace Sign AI Deployment Framework for Regulated Industries - $Rackspace Tech(RXT.US) $Palantir Tech(PLTR.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐๐ฅ๐๐ง๐ญ๐ข๐ซ and ๐๐๐๐ค๐ฌ๐ฉ๐๐๐ signed a definitive agreement for enterprise AI deployments.โค Rackspace named a ๐ฉ๐ซ๐๐๐๐ซ๐ซ๐๐ ๐ฉ๐๐ซ๐ญ๐ง๐๐ซ to deploy Palantir Foundry and AIP.โค Framework targets ๐ซ๐๐ ๐ฎ๐ฅ๐๐ญ๐๐, ๐ฌ๐จ๐ฏ๐๐ซ๐๐ข๐ ๐ง, and ๐ฆ๐ข๐-๐ฆ๐๐ซ๐ค๐๐ญ organizations.โค Solution combines Palantir's AI platform with Rackspace's ๐ฉ๐ซ๐ข๐ฏ๐๐ญ๐, ๐ฌ๐จ๐ฏ๐๐ซ๐๐ข๐ ๐ง, and ๐จ๐ง-๐ฉ๐ซ๐๐ฆ infrastructure.โค Rackspace expanded to approximately ๐๐๐ ๐๐๐ฅ๐๐ง๐ญ๐ข๐ซ certifications across engineering, delivery, and operations.โค Rackspace will deploy Foundry and AIP across ๐จ๐ฏ๐๐ซ ๐๐% of its back-office operations.โค Partnership targets healthcare, financial services, energy, private equity, and mid-market customers.โค Rackspace will provide ๐๐๐ซ๐ญ๐ข๐๐ข๐๐ ๐ ๐๐๐ฌ, managed operations, and governed AI infrastructure.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Expands Palantir's reach into ๐ซ๐๐ ๐ฎ๐ฅ๐๐ญ๐๐ and sovereign AI deployments.โค Strengthens Rackspace's position in the fast-growing ๐๐ง๐ญ๐๐ซ๐ฉ๐ซ๐ข๐ฌ๐ ๐๐ infrastructure market.โค Enables organizations to deploy AI while maintaining ๐๐๐ญ๐ ๐ฌ๐จ๐ฏ๐๐ซ๐๐ข๐ ๐ง๐ญ๐ฒ and regulatory compliance.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "While most regulated enterprises have an AI strategy, they often lack the operating model to put AI into production safely and at scale. This effort by Rackspace closes that gap. Rackspace brings the governed infrastructure, the Palantir-certified engineers, the managed operations, and the accountability for outcomes." โ ๐๐๐ฃ๐๐ง ๐๐๐ง๐๐ข๐๐ก, Chief Executive Officer of Rackspace Technology.โค "Sovereign AI requires more than access to a model. It requires an operating layer that lets enterprises govern data, enforce permissions, route models, audit actions, and deploy capability where the mission lives. This framework brings Palantir Foundry and AIP together with Rackspace's infrastructure and delivery capabilities for mission-critical environments." โ ๐๐ฅ๐๐ฑ ๐๐๐ซ๐ฉ, Co-Founder and Chief Executive Officer of Palantir Technologies. - R
SpaceX Joined the Nasdaq-100 and Barely Moved. That Is the Whole Lesson on Index Inclusion
SpaceX officially entered the Nasdaq-100 today. Passive funds were supposed to force-buy around 4.3 billion dollars of it. The stock went up about 1% to 158.77 and is still roughly 15% below its IPO-w...
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๐ข ๐๐๐๐ ๐๐: $Palantir Tech(PLTR.US) Palantir Expands With Mexico's Largest Insurer GNP Seguros
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐๐ฅ๐๐ง๐ญ๐ข๐ซ signed an ๐๐ง๐ญ๐๐ซ๐ฉ๐ซ๐ข๐ฌ๐ expansion agreement with GNP Seguros.โค GNP Seguros becomes Palantir's ๐๐ข๐ซ๐ฌ๐ญ publicly announced commercial customer in Latin America.โค GNP will deploy ๐ ๐จ๐ฎ๐ง๐๐ซ๐ฒ and ๐๐๐ across health, life, auto, and property insurance.โค AI platform will detect ๐๐ฅ๐๐ข๐ฆ๐ฌ ๐๐ซ๐๐ฎ๐, improve underwriting, and strengthen risk monitoring.โค Foundry and AIP will unify ๐๐ฅ๐๐ข๐ฆ๐ฌ, underwriting, operations, and risk data.โค Platform enables faster ๐ซ๐ข๐ฌ๐ค ๐ข๐ง๐ฌ๐ข๐ ๐ก๐ญ๐ฌ and near real-time underwriting adjustments.โค AI deployment maintains ๐ก๐ฎ๐ฆ๐๐ง ๐จ๐ฏ๐๐ซ๐ฌ๐ข๐ ๐ก๐ญ, explainability, traceability, and governance.โค GNP serves as ๐๐๐ฑ๐ข๐๐จ'๐ฌ ๐ฅ๐๐ซ๐ ๐๐ฌ๐ญ insurer and is part of Grupo BAL.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Marks Palantir's ๐๐ข๐ซ๐ฌ๐ญ publicly announced commercial customer in Latin America.โค Expands Palantir's presence in the ๐๐๐ญ๐ข๐ง ๐๐ฆ๐๐ซ๐ข๐๐๐ง enterprise AI market.โค Demonstrates growing adoption of ๐๐-powered insurance operations by major insurers.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "GNP Seguros is one of Mexico's most important institutions, and we are proud to see Palantir's technology become a core foundation for its continued innovation. With Foundry and AIP, GNP Seguros is applying AI-driven decision-making and agentic operations across its business, helping its teams serve millions of people across Mexico more efficiently with the high-quality coverage they deserve." โ ๐๐๐ฎ๐๐ซ๐๐จ ๐๐ฌ๐ญ๐๐ฏ๐, Vice President for Latin America, Palantir Technologies.โค "At GNP Seguros, we maintain an ongoing commitment to digital evolution and operational excellence. Being a benchmark for the industry requires us to anticipate the future, partnering with the world's leading providers to leverage cutting-edge technologies. The integration of advanced platforms, like Foundry and AIP, to unify our data and harness Artificial Intelligence is a natural step in our strategy. By accelerating the generation of critical insights and acting on them immediately, under a strict governance model, we reaffirm our ability to lead the market responsibly, adopting these state-of-the-art capabilities to innovate for the direct benefit of our customers, our sales forces, and Mexican families." โ ๐๐ง๐ซ๐ข๐ช๐ฎ๐ ๐๐๐๐ซ๐ซ๐, Director of Information and Transformation (CITO), GNP Seguros - N
$Palantir Tech(PLTR.US) Nvidia and Palantir Technologies have announced a collaboration to integrate powerful open AI models into classified environments for U.S. government agencies. This partnership utilizes Palantir's intelligence engine and Nvidia's Nemotron models, ensuring data security and operational integrity while allowing government entities to maintain control over their AI capabilities. The collaboration aims to facilitate the adoption of customizable AI in sensitive areas, potentially providing significant benefits in cost efficiency and national security for the public sector. Government contracts could continue to provide security and generate huge profits for Palantir moving forward. @Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - T
SpaceX Joins the Nasdaq-100 Today, Plus Analysts Go Live. Here Is Why the Setup Is More Complicated Than It Looks
SpaceX enters the Nasdaq-100 this morning, the fastest index inclusion after an IPO ever. On the same day, the 25-trading-day analyst quiet period ends, and every underwriter bank can now publish init...
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$Palantir Tech(PLTR.US) still own long time let it rides but updating the current trade. Note 50ma a move and hold over what I am watching. RSI back over 50 = bullish. MACD bull x. See volume last few days = above avg. Still own full position
Source: Sunrise Trader
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The biggest risk currently facing PLTR is not its performance, but its narrative. PLTR's performance remains excellent, but compared to last year's stock price decline, competitors have emerged in the market that may threaten its monopoly position. In the past, the market was willing to pay a high valuation premium for PLTR, recognizing its unique competitiveness in the toG market as the sole gateway to the OS operating system in the AI era.
However, entering 2026, both OpenAI and Anthropic have shown the potential to directly sign cooperation agreements with governments. Even if they still need to be integrated into PLTR's compliant data platforms such as Foundry, Ghothm, and Fedstatt, they still pose a competitive threat. This competition itself has shaken the monopoly expectation, thereby suppressing the valuation premium.
I think this is also the reason why Karp has been directly counterattacking recently. He is actively defining new competitive advantages, emphasizing that enterprises/institutions should possess data sovereignty that cannot be replaced.
$Palantir Tech(PLTR.US)