InvestmentGuru

$PLTR wants to retest $207 1. New commercial validation — Chipotle is piloting Palantir's software for food-safety risk assessment across its restaurant network. That's a big-name enterprise logo outside the usual defense/intel lane. 2. Government pipeline expanding — Palantir's flagged as a potential beneficiary of the FAA's AI-enabled air-traffic-control modernization. Another government growth channel on top of the existing defense book. 3. Analyst + partner tailwinds — Rosenblatt reaffirmed Buy with a $225 target , and Surf Air Mobility signed a second OperatorOS contract powered by Palantir's platform. 4. Sovereign AI narrative — AIPCon coverage this week positioned Palantir as critical AI infrastructure for governments, not just another software vendor. That framing is pulling institutional money in. On a day the market sold off, this kind of relative strength is exactly what you want to see.

$MU $40 million plus premium on this call , looks bullish for earnings https://t.co/bPnhAxy0NG

Despite the red market today, $CRDO, $TSLA, $CRWV, $PLTR and $META are green in my portfolio.

Despite the red market today, $CRDO, $TSLA, $CRWV, $PLTR and $META are green in my portfolio.

Despite the red market today, $CRDO, $TSLA, $CRWV, $PLTR and $META are green in my portfolio.

Rough day after yesterday’s AI euphoria. Nasdaq pulled back ~1%, small caps got hit, and semis gave back some gains. The biggest pressure came from rising yields + higher oil + hot economic data. $MU and $SNDK pulled back after strong runs. Tomorrow: Trump–Xi headlines + 10Y yields will be key. Uptrend isn’t broken. Stay patient, respect levels, and don’t chase.

Rough day after yesterday’s AI euphoria. Nasdaq pulled back ~1%, small caps got hit, and semis gave back some gains. The biggest pressure came from rising yields + higher oil + hot economic data. $MU and $SNDK pulled back after strong runs. Tomorrow: Trump–Xi headlines + 10Y yields will be key. Uptrend isn’t broken. Stay patient, respect levels, and don’t chase.

$PLTR at $107 https://t.co/0jnAd6o8C1

$PLTR However listen here, congrats https://t.co/ucWuY72O1D

$APP -6% on Edgewater's growth stalled call is noise. He's measuring mobile gaming the OLD business while Citi tracks e-commerce clients growing at the fastest weekly pace in 5 months. 77% margins don't stall. They did this same call in 2025 — then it ripped to the S&P 500. https://t.co/AmERC7swxP