$Palantir Technologies Inc.(PLTR)$ 🎯 Executive Summary Palantir just scored a game-changing $448 million contract with the U.S. Navy to deploy its AI platforms for speeding up submarine development and manufacturing, a massive win that's already sparking a 5% after-hours jump to $79.50 from $75.72 on December 10, 2025. Dubbed "Ship OS," this deal taps Palantir's Foundry and Artificial Intelligence Platform to modernize shipyards, slash timelines, and ramp up efficiency across the industrial base amid Pentagon's push for faster naval builds. With YTD gains at 150% and Q3 revenue crushing $726 million (up 30% YoY), this Navy nod could turbocharge long-term revenue by $1B+ annually if it expands to full fleet ops. For defense AI stocks like Lockheed

Whether $Palantir Technologies Inc.(PLTR)$ bounces from its current range or heads to new lows depends on a mix of its fundamentals, investor sentiment, and broader market conditions — especially how people are thinking about AI right now. In this article, I would like to walk through both the bull and bear cases, then my view and some scenarios to watch. What’s Going On with Palantir Right Now Strengths / Bull Case Very Strong Growth Palantir’s Q3 2025 revenue came in at $1.18B, up 63% YoY. Adjusted operating margin is very high (reported ~51%) per Fintool. It is generating strong free cash flow. Its "Rule of 40" (growth + profitability) is very favorable. Enterprise AI Demand The U.S. commercial business is accelerating: in Q3, U.S. commercial r

U.S. stocks suffered a sharp sell-off on Tuesday, marking the biggest drop since early October. The $NASDAQ(.IXIC)$ plunged 2.04%, the $S&P 500(.SPX)$ fell 1.17%, and the $Dow Jones(.DJI)$ slipped 0.53%. High-valuation tech names led the rout — $Palantir Technologies Inc.(PLTR)$ sank nearly 8% despite beating earnings expectations, $Tesla Motors(TSLA)$ tumbled over 5%, and $NVIDIA(NVDA)$ lost almost 4%. The sell-off came just a day after “Big Short” investor Michael Burry disclosed massive put options against both Palantir and NVID

$Palantir Technologies Inc.(PLTR)$ $Tesla Motors(TSLA)$ $NVIDIA(NVDA)$  🎯 Executive Summary I’ve spent over twenty years dissecting market cycles, and right now, Palantir stands at a pivotal crossroads that screams opportunity. Tonight’s Q3 earnings release isn’t just another quarterly update; I see it as the catalyst for Palantir to deliver its ninth straight EPS beat, fuelled by explosive AI demand and ironclad execution. Polymarket odds sit at 86% for an upside surprise, backed by $3.2 million in whale call sweeps recorded today on unusual options activity scanners. Street consensus pegs EPS at $0.17 on $1.09 billion revenue, implying 48% year-over-year g

$Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ $Robinhood(HOOD)$  Executive Summary: I’m convinced that PLTR is entering a new paradigm of growth and execution, with Q3 2025 acting as the ignition point. The catalyst: explosive U.S. commercial growth (+121% YoY) paired with an elite Rule of 40 score of 114%, prompting a material guidance raise and institutional momentum. Even measured against giants like NVDA and HOOD, Palantir’s combination of scale, margin and structural moat demands respect. The stock is signalling a 50–100% upside over the next 12–18 months and, based on volume and options flow ahead, momentum is building. Financial Performance Breakd

🌟🌟🌟The market is currently a battlefield between 2 powerful emotional forces : the exhilarating optimism of the AI revolution and the chilling cautionary tales of market bubbles. Investors are forced to choose: Do you ride the soaring tide of innovation with $NVIDIA(NVDA)$  and $Palantir Technologies Inc.(PLTR)$  or listen to the stark warnings of skeptics like Big Short investor Michael Burry?  There is no middle ground, only conviction and risk.  Which side are you on in this high stakes emotional drama?  The side of the boundless AI future or the side of historical correction?  The Heartbreak of Overvaluation?&n

$Palantir Technologies Inc.(PLTR)$   🎭 Big Short on War vs. Palantir Rebound: Which Side Are You On? Michael Burry is back — not with a hedge fund, but with a paid Substack manifesto telling the world that AI is the next dot-com bubble. He’s short “war stocks,” skeptical of AI profits, and openly bearish on Nvidia and Palantir — two names that have become the poster children of this AI cycle. So… Is Burry right, or is this just classic Burry contrarian theatre? 🎬🧐 Let’s break it down below 👇 ⸻ 🧨 1. Burry’s Case: “AI = Dot-Com 2.0” Burry’s argument is basically: (1) Exponential hype ≠ exponential profits Investors are projecting infinite future earnings based on early breakthroughs. This happened in 1999 too — adoption is fast, monetizat

Cassandra Unchained It could be bubble exist in some companies (only). Some winners  take all . Losers represent bubbles. At this  moment .... Open Ai, $Palantir Technologies Inc.(PLTR)$   in long term $谷歌(GOOG)$   is good  $英偉達(NVDA)$  good in long term . Flutuation until we understand how strong Google is  Michael Burry has effectively shut down his hedge fund, Scion Asset Management, by deregistering it with the SEC on November 10, 2025, and plans to return capital to investors by year-end. This follows his bearish bets against AI stocks like Nvidia and Palantir, which clashed wit

$Palantir Technologies Inc.(PLTR)$   Palantir just did that Palantir thing—rip to records, then a sudden air-pocket lower. Now everyone’s staring at the $160s like it’s an unclaimed parking spot. Does the chart really want to “fill the gap”? After sprinting to an all-time high just above $207 on Nov. 3, Palantir (PLTR) slipped hard in the sessions that followed. The first big crack came the very next day, when shares fell ~8% despite blowout results and raised guidance. Since then, the stock has chopped lower in bursts, with this week’s ~7% slide knocking it back toward the high-$160s. Even after the skid, PLTR remains more than double its level from January.  Why the whiplash? Ironically, the drop landed

$Palantir Technologies Inc.(PLTR)$ is scheduled to report its Q3 2025 earnings on Monday, November 3, 2025, after the U.S. market close. I have a long-term position on Palantir which I believe it could be making another new highs for upcoming earnings. Q3 2025 Earnings Analysis & Key Expectations The consensus among analysts points to continued strong growth, but Palantir's current valuation sets a very high bar for the company to clear. Expected Financial Metrics (Consensus Estimates) Key Factors Driving the Narrative AI Platform (AIP) Momentum: The explosive adoption of Palantir's Artificial Intelligence Platform (AIP), particularly in the U.S. Commercial segment, is the primary growth engine. The company needs to show that this momentum is

$Palantir Technologies Inc.(PLTR)$ $Direxion Daily PLTR Bull 2X Shares(PLTU)$ $NVIDIA(NVDA)$ 🔥📈🚀 $PLTR The Calm Before a Historic Expansion 📈💹🚀 I’m watching Palantir Technologies Inc. 🇺🇸 ($PLTR) closely into its 04Nov25 earnings release after the close. The setup developing here is not just strong; it’s structurally exceptional. Across decades of market analysis, I’ve rarely seen a pattern sequence this statistically consistent or technically disciplined. Price, sentiment, and seasonality are converging into one of the highest-probability continuation setups of the current AI cycle. I’m positioned in this move because institutional behaviour, not retail enthusias

🌟🌟🌟Palantir $Palantir Technologies Inc.(PLTR)$  share price has been on a tear this year as it is up a massive 175% year todate and in the past 12 months it has skyrocketed a whopping 400%.  Palantir is possibly the best performing S&P 500 stock this year. Palantir has just reported an excellent Q3 25 results on November 4.  It has exceeded analysts expectations for the latest earnings, marking its 2nd consecutive quarter with over USD 1 billion in revenue and raising its full year guidance. Q3 25 Performance Highlights Palantir reported strong results, driven by surging demand for its AI Platform or AIP in both government and commercial factors. US revenue grew 77% YoY and 20% QoQ to USD 883 milli

Palantir's Q3 2025 earnings report demonstrated robust growth momentum, with overall performance significantly exceeding market expectations. We rate this performance as "Outstanding." Revenue surged 63% year-over-year to $1.18 billion, while adjusted earnings per share reached $0.21, both substantially surpassing analyst consensus. A key highlight was the 121% jump in U.S. commercial revenue, driven by rapid adoption of its AI platform AIP and major deal signings. However, underlying concerns emerged despite robust fundamentals, as the stock experienced significant post-market volatility, swinging from a +7% gain to a -4% loss. This may reflect market apprehension over the company's elevated valuation (currently trading at over 138 times price-to-sales) and a "buy the rumor, sell the fact

From my perspective, Michael Burry raises valid concerns, but I don't fully subscribe to his extremely bearish stance. Yes, the AI sector has seen massive capital inflows, and valuations—especially for names like Nvidia $NVIDIA(NVDA)$   and Palantir $Palantir Technologies Inc.(PLTR)$  —have expanded much faster than near-term earnings. But unlike the dot-com era, today's AI adoption is already generating real enterprise demand, not just speculative hype. That makes the current cycle fundamentally stronger, even if sentiment sometimes gets ahead of itself. At the same time, I acknowledge that parts of the AI market are clearly pri

Earnings Review: Palantir's Revenue Accelerates, Yet the Stock Fell After Hours—Why? $Palantir Technologies Inc.(PLTR)$   's use of AI propelled outperformance in both government/defense and commercial markets, as reflected in today's earnings. The company's third-quarter revenue was $1.18 billion, up 63% year over year, beating analysts' estimate of $1.09 billion. Full-year revenue guidance was raised to $4.40 billion, a sharp increase from the prior $4.14–$4.15 billion range. This is the third time this year the company has raised its annual outlook. However, its fourth-quarter guidance implies that year-over-year revenue growth in the next earnings report may be flat with the third quarter, which has rai

$Palantir Technologies Inc.(PLTR)$    Big-data analytics company Palantir Technologies Inc. delivered solid results that surpassed analysts’ expectations and offered bullish guidance for the current quarter, citing artificial intelligence as its most important growth driver. In its third-quarter financial statement, Palantir reported earnings before certain costs such as stock compensation of 21 cents per share on revenue of $1.18 billion, up by an impressive 63% from a year earlier. The results were better than expected, with Wall Street forecasting earnings of just 17 cents per share on sales of $1.09 billion. It’s the second quarter in a row that has seen the company exceed $1 billion in sales, and it helped