• joe ngingjoe nging
      ·11:36
      Tiger AI investment is about new years resolution #1.
      14Comment
      Report
    • HuatahhuatHuatahhuat
      ·11:12
      As long as they are still underpriced, which I think they are, they are still a buy! 
      63Comment
      Report
    • HuatahhuatHuatahhuat
      ·11:10
      As long as they are still underpriced, which I think they are, they are still a buy. 
      14Comment
      Report
    • nerdbull1669nerdbull1669
      ·10:09

      AI Software: Sector-Wide Apocalypse or Prudent Pivot?

      The recent pullbacks in $Palantir Technologies Inc.(PLTR)$ Palantir (PLTR) and $ServiceNow(NOW)$ ServiceNow (NOW) are part of a highly calculated, structural shift in the market rather than a total "SaaS apocalypse". The market has spent the last several quarters aggressively funding hardware infrastructure (the "shovels" like Nvidia). Now, it is undergoing an intense sorting process for software providers. Is this a Short Correction or a Structural Shift? It is a mix of both, driven by a deep rotation in market narrative. Instead of an outright retreat, what you are seeing is multiple compression caused by structural uncertainty. Institutional money is grappling with two major headwinds: The Seat-Count Th
      248Comment
      Report
      AI Software: Sector-Wide Apocalypse or Prudent Pivot?
    • TF105TF105
      ·08:15
      Long-term story hasn't changed. AI adoption is still in the early innings. Added a little on the dip and will add more if it drops further.
      25Comment
      Report
    • koolgalkoolgal
      ·07:54
      The Software Shakeout: Palantir & ServiceNow Face the Brutal Iron Laws of Valuation Perfection 🌟🌟🌟A sharp volume driven AI software retreat has slammed the sector, dragging $Palantir Technologies Inc.(PLTR)$  down 5% and $ServiceNow(NOW)$  tumbling 6% recently. What happened? The sharp sudden retreats hitting Palantir and Service Now are being driven by a combination of new US regulatory actions, intensifying institutional capital rotation into physical hardware and an existential macro narrative shift regarding the survival of software models. The Regulatory Shockwave : Trump's Pre Release AI Mandate  The Executive Blueprint
      1075
      Report
    • Karma111Karma111
      ·06-03 17:32
      $PLTR$  Guys do buy the dip yall. Don't regret not buying 
      11Comment
      Report
    • A.111A.111
      ·05-31
      Palantir stock trend next week looks heavily bullish. PLTR closed the week ending May 29, 2026, at $156.54, surging 9.21% on Friday alone. This momentum is expected to carry into next week, driven by a sector-wide software rebound and massive institutional catalyst votes. Key Drivers for Next Week The Software Sector Rebound: A major earnings blowout from Snowflake sparked a massive two-day, 18% sector-wide rally that is lifting depressed software equities, including Palantir. The Dell Infrastructure Effect: Huge hardware infrastructure backlogs reported by Dell Technologies serve as a leading indicator for coming enterprise software deployments. Palantir is perfectly positioned to capture this demand. Defense Tech Validation: The Pentagon’s full transition of the Maven intelligent system
      150Comment
      Report
    • 宏观姐夫宏观姐夫
      ·05-29

      Bitcoin’s Biggest Buyer Is Walking Away

      Since Bitcoin rebounded to $83,000 earlier this month, the crypto market has been steadily losing momentum. By this week, Bitcoin had slipped back toward $73,000, while Ethereum was hovering near $2,000. But the more important signal is not just the price decline itself. A closer look at market structure suggests that the bid behind crypto is weakening. Across institutional flows, ETF demand, on-chain cost levels and derivatives positioning, the same message is becoming harder to ignore: buyers are stepping back. Institutional Flows Were the First to Turn The first place to look is institutional capital. In mid-May, digital asset investment products recorded $1.07 billion in weekly outflows, ending a six-week streak of inflows. Bitcoin products accounted for $982 million of those outflows,
      47.33K7
      Report
      Bitcoin’s Biggest Buyer Is Walking Away
    • nerdbull1669nerdbull1669
      ·05-29

      Navigating Palantir's Volatility: Options Strategies for the AI Software Shift

      With $Palantir Technologies Inc.(PLTR)$ showing a violent intraday swing—surging 8% but remaining down roughly 20% year-to-date—the market is wrestling with a classic dilemma. On one hand, its monster Q1 earnings report (featuring 85% year-over-year revenue growth and 104% U.S. growth) confirms that the enterprise AI software narrative is translating into hard cash flow. On the other hand, its premium valuation means it can suffer severe pullbacks when the broader macro or tech sector loses steam. If you believe the AI narrative is firmly shifting from hardware infrastructure (like chipmakers) to actionable software layers, waiting for deeper dips risks missing the train. However, buying equity outright at these volatile levels leaves you complete
      2.29KComment
      Report
      Navigating Palantir's Volatility: Options Strategies for the AI Software Shift
    • nerdbull1669nerdbull1669
      ·10:09

      AI Software: Sector-Wide Apocalypse or Prudent Pivot?

      The recent pullbacks in $Palantir Technologies Inc.(PLTR)$ Palantir (PLTR) and $ServiceNow(NOW)$ ServiceNow (NOW) are part of a highly calculated, structural shift in the market rather than a total "SaaS apocalypse". The market has spent the last several quarters aggressively funding hardware infrastructure (the "shovels" like Nvidia). Now, it is undergoing an intense sorting process for software providers. Is this a Short Correction or a Structural Shift? It is a mix of both, driven by a deep rotation in market narrative. Instead of an outright retreat, what you are seeing is multiple compression caused by structural uncertainty. Institutional money is grappling with two major headwinds: The Seat-Count Th
      248Comment
      Report
      AI Software: Sector-Wide Apocalypse or Prudent Pivot?
    • koolgalkoolgal
      ·07:54
      The Software Shakeout: Palantir & ServiceNow Face the Brutal Iron Laws of Valuation Perfection 🌟🌟🌟A sharp volume driven AI software retreat has slammed the sector, dragging $Palantir Technologies Inc.(PLTR)$  down 5% and $ServiceNow(NOW)$  tumbling 6% recently. What happened? The sharp sudden retreats hitting Palantir and Service Now are being driven by a combination of new US regulatory actions, intensifying institutional capital rotation into physical hardware and an existential macro narrative shift regarding the survival of software models. The Regulatory Shockwave : Trump's Pre Release AI Mandate  The Executive Blueprint
      1075
      Report
    • joe ngingjoe nging
      ·11:36
      Tiger AI investment is about new years resolution #1.
      14Comment
      Report
    • HuatahhuatHuatahhuat
      ·11:12
      As long as they are still underpriced, which I think they are, they are still a buy! 
      63Comment
      Report
    • HuatahhuatHuatahhuat
      ·11:10
      As long as they are still underpriced, which I think they are, they are still a buy. 
      14Comment
      Report
    • TF105TF105
      ·08:15
      Long-term story hasn't changed. AI adoption is still in the early innings. Added a little on the dip and will add more if it drops further.
      25Comment
      Report
    • Karma111Karma111
      ·06-03 17:32
      $PLTR$  Guys do buy the dip yall. Don't regret not buying 
      11Comment
      Report
    • 宏观姐夫宏观姐夫
      ·05-29

      Bitcoin’s Biggest Buyer Is Walking Away

      Since Bitcoin rebounded to $83,000 earlier this month, the crypto market has been steadily losing momentum. By this week, Bitcoin had slipped back toward $73,000, while Ethereum was hovering near $2,000. But the more important signal is not just the price decline itself. A closer look at market structure suggests that the bid behind crypto is weakening. Across institutional flows, ETF demand, on-chain cost levels and derivatives positioning, the same message is becoming harder to ignore: buyers are stepping back. Institutional Flows Were the First to Turn The first place to look is institutional capital. In mid-May, digital asset investment products recorded $1.07 billion in weekly outflows, ending a six-week streak of inflows. Bitcoin products accounted for $982 million of those outflows,
      47.33K7
      Report
      Bitcoin’s Biggest Buyer Is Walking Away
    • nerdbull1669nerdbull1669
      ·05-29

      Navigating Palantir's Volatility: Options Strategies for the AI Software Shift

      With $Palantir Technologies Inc.(PLTR)$ showing a violent intraday swing—surging 8% but remaining down roughly 20% year-to-date—the market is wrestling with a classic dilemma. On one hand, its monster Q1 earnings report (featuring 85% year-over-year revenue growth and 104% U.S. growth) confirms that the enterprise AI software narrative is translating into hard cash flow. On the other hand, its premium valuation means it can suffer severe pullbacks when the broader macro or tech sector loses steam. If you believe the AI narrative is firmly shifting from hardware infrastructure (like chipmakers) to actionable software layers, waiting for deeper dips risks missing the train. However, buying equity outright at these volatile levels leaves you complete
      2.29KComment
      Report
      Navigating Palantir's Volatility: Options Strategies for the AI Software Shift
    • A.111A.111
      ·05-31
      Palantir stock trend next week looks heavily bullish. PLTR closed the week ending May 29, 2026, at $156.54, surging 9.21% on Friday alone. This momentum is expected to carry into next week, driven by a sector-wide software rebound and massive institutional catalyst votes. Key Drivers for Next Week The Software Sector Rebound: A major earnings blowout from Snowflake sparked a massive two-day, 18% sector-wide rally that is lifting depressed software equities, including Palantir. The Dell Infrastructure Effect: Huge hardware infrastructure backlogs reported by Dell Technologies serve as a leading indicator for coming enterprise software deployments. Palantir is perfectly positioned to capture this demand. Defense Tech Validation: The Pentagon’s full transition of the Maven intelligent system
      150Comment
      Report