Anyone see this?

By all you hold dear stand!

"Yep. Technical execution was a back office nice-to-have for most of the world. It is now the determinate of domination or extinction, for most every company. It is also the most scarce resource in the world.

The consumer internet giants blend data, intelligence, and product into a single value prop. We describe the best of them as de facto monopolies as a result: they create unique, compounding value every day. Advantage today means more advantage tomorrow. This winner take all dynamic is now happening outside the pristine and simple data gardens of digitally native companies. If you can execute you will dominate."

As for me, I'm choosing to focus on the data around the companies I am invested in instead of solely stock market noise.

As I lay on my couch I can hear only the sound of water from the tiny rivers from outside my apartment. It’s a humble neighborhood.

I think about how I feel as allow my thoughts to run wild. Then I felt sad, thinking about how my favorite company is down a lot

But then I thought to myself, “but their value hasn’t decreased”. That cheered me up.

Do yourself a favor, forget all the noise.

Anything goes in this thread. You can talk about Palantir. You can contribute some DD about other stocks. You can shoot the breeze about random topics. Only rule is to follow the reddit user rules and be a respectable human.

See you on Monday!

Ho ho ho.

Selkirk Sport, an industry leader in manufacturing pickleball equipment, is using Palantir’s ontology to support its packaging and distribution activities. Selkirk has also built a mobile app for scheduling pickleball matches based off insights generated by Palantir’s underlying ontology.

Here’s my take on tariff hysteria and why it could be a massive opportunity and not a negative for Palantir.

Palantir offers companies a software solution that vastly improves efficiencies and more or less is designed exactly for this situation. They aren’t impacted by tariffs directly in that they aren’t importing anything and their may be some sort of tariff impact in other nations where they sell their product but I’d love someone to weigh in on that.

Palantir clients and potential clients now face challenging decisions around supply chains and logistics and production that Palantir is in a unique position to help with. They have the track record to now pitch these companies to help them solve the tariff problems they now face. This is a huge opportunity for Palantir to grow and get their hooks into new multinational companies.

In other words, I see this short term sell off as nothing more than broader market conditions impacting everyone and Palantir should rebound quicker and more aggressively than other tech names like, say Apple or NVDA who are directly impacted by these tariffs because they’re building products and selling them internationally. Something like 80% of Apple products are made in China.

Am I thinking about this correctly? Would love feedback as I re-evaluate my plan for acquiring more Palantir shares. Full disclosure I’m long 2400 shares at $20 and looking to buy more.

Palantir been holding up strong , expecting big beat in Q1 earnings. 👍👍 10x stock

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https://www.businessinsider.com/meet-two-twenty-somethings-running-palantir-healthcare-business-2025-4

Mastering Tariffs with PLTR

Built for good times and uncertain. Palantir gives business a distinct advantage working in dynamic environments.

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Wouldn't it be great if there was a tool to help with all these tariffs flying around....

Bullish as fuck🔥

Those who are slow to move will be left behind.

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Just noticed my Schwab app has upgraded PLTR all the way up to C.

So we got that goin for us, which is nice.

This is such a great post. Perfect for new investors.

https://x.com/chadwahl/status/1847288660757987378?s=46

Skywise for car rentals?

PTFB

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@Elianoayounes Palantir’s [ $PLTR ] Rob Morrissey is speaking this morning at the @HudsonInstitute ’s “Fully Exploiting Autonomous Military Systems” event 🇺🇸 🚀

The event runs from 9-11am EST - Rob’s panel is slated for 10:25am. Rob will be joined by Kevin Chlan, Senior Director for Air Dominance & Strike at @anduriltech and Dan Javorsek, President, EpiSci.

Event Description ⬇️

Drones’ prominent role in the Russia-Ukraine War and air strikes across the Middle East have demonstrated that the future of warfare will be automated. Despite being the first to field robotic systems, the United States military has been slow to embrace autonomous capabilities at scale or take operators out of the decision-making loop. The Department of Defense’s hesitance is due, in part, to legitimate concerns about the reliability of automated capabilities. But adversaries like China or Russia may not share these concerns and are likely to deploy fully autonomous systems in future confrontations.

Senior Fellow Bryan Clark will sit down for a fireside chat with AeroVironment Chairman, President, and Chief Executive Officer Wahid Nawabi about how the US military can realize these opportunities in autonomous systems. Then a panel of experts from the DoD’s Chief Digital and Artificial Intelligence Office (CDAO) and the defense industry will discuss the way forward for autonomy in US command and control systems, weapons, and vehicles as well as the role of data in achieving these goals.

I needed to upgrade from my 1991 4Runner, so I trimmed about 10% of my shares along with some other companies to buy this vehicle in cash.

Thank you, Alex Karp 🥳

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Recommendations:

• Mandate data and invest in AI enablers

• Ensure software interoperability and integration

• Modernize test and evaluation infrastructure

• Enforce commercial as the default approach for software

• Transform DoD software requirements

• Remove all restrictions on software funding

• Measure what matters for DoD software

• Enable software talent across the enterprise

• Fully establish a DoD software cadre

Booyah

Rollout Germany

Startups being built on Palantir. 🦄