PLTR (PLTR)

Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models: "What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else." "Who owns the data? Are the prompts secure? Is this being transferred to you?" "If it was so valuable, and I can make you a billion dollars, wouldn't I say I'll make you a billion dollars and I want 30%? Why are they charging for tokens if it's so valuable?"

Being 95% out of the market in early February means you missed the bottom on the following stocks: $PLTR $COIN $MSTR $GLXY $CLSK $MARA $CIFR $BITF $SHOP $NET $BMNR $ARKK $RCAT and many more Some might call it a win, but I call it missed opportunity https://t.co/8inJltzYiv

Time for the Weekly Update video! This week I am featuring $TSLA $PLTR $HOOD $COIN $MSTR Enjoy! https://t.co/zt0GbxsNIh

Dan Ives says the AI revolution has YEARS to go. I sat down with @DivesTech to discuss dot-com flashbacks, what Wall Street doesn't understand, deciding when to sell stocks, his warning for bears heading into 2026, and his views on Palantir, Google, Microsoft OpenAI and more. Dan brought the heat in this episode of FULL SIGNAL. It's a must watch. 0:00 - AI's 1996 moment 1:09 - Chip factories in Asia 2:50 - Warning to bears 4:46 - Picking stocks 6:51 - Why it's early for AI 9:00 - $PLTR 11:20 - Circular financing 14:22 - Dot-com parallels 17:30 - $GOOG 19:58 - Building views on stocks 23:12 - Highest conviction bets 24:05 - $MSFT & OpenAI 26:53 - $ORBS & Worldcoin