$PLTR
Palantir ($350B) builds AI and data platforms exclusively for government and defense clients — the CIA, NSA, Army, and allied intelligence services. If the government is the buyer of last resort for AI infrastructure, PLTR is the most direct beneficiary. Up 75.2% year-over-year. Already +8.58% since this tweet posted.
Top Callers on $PLTR
Recent Calls
“Pentagon to Adopt Palantir AI as Core Military System: Reuters”
“OpenAI signs AWS deal to sell AI to US government staff, per the Information”
“In a conflict with China, we would expend our weapon stockpile in weeks”
“They had covered my non-statements and regulatory filings for years breathlessly”
“One of them I was talking about for paid subscriber was Palanteer and I shared this risk-reward and I think we are going to move higher”
“That’s not a war premium. That’s a backlog.”
“$PLTR is overpromising here, not Anthropic.”
“very cool that the AI bubble turned out to be a capital markets wrapper for the second cold war”
“Pentagon gave Anthropic until Friday 5pm to drop objections or lose all defense work”
“The final marginal buyers of the AI trade will be the government, specifically the military”