$Palantir Tech(PLTR.US)
Palantir reports Q2 2026 results today.The first livestream I ever did to cover their earnings was Q4 2021.At the time, the company did $433M in revenue and has a -14% operating margin.Today, the company is expected to announce $1.8B in revenue (4x their quarterly revenue from 5 years ago) and have 50%+ operating margins.It has been an incredible journey that has allowed so many regular people like myself to participate in it because of the company’s remarkable execution. I expect Palantir to deliver strong results but more importantly, Alex Karp has changed the entire street’s perspective on what it means for AI to actually deliver value for an enterprise and where the burden of creating value lies in, which is the application layer, the part of the stack that actually sits down with an enterprise to figure out how to make these models mean something. I believe the street will begin their journey to understanding how important it is. Regardless of stock reaction, the company continues to execute and I continue to have extreme conviction that Palantir is the company that will win in the age of AI because they make sure that their customers are winning with them.Source: amit
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