Palantir just did the impossible…

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Good Afternoon,

Palantir just delivered what may have been its best quarter ever.

Revenue growth accelerated.

Margins expanded.

Cash increased.

And yet…

The stock keeps falling.

Which is exactly why investors are getting emotional right now.

Because if the business is performing this well…

What is the market seeing that they aren’t?

In this conversation, longtime Palantir bull Tom Nash breaks down why he believes the stock’s recent weakness has far more to do with expectations than fundamentals.

And his argument is interesting:

Palantir may actually be benefiting from AI chaos… not getting disrupted by it.

Tom explains why he believes most investors still misunderstand where the real money in AI is going.

Not in generating AI.

But in making it actually useful.

He also shares:

Why he thinks this was Palantir’s strongest quarter ever

How he approaches taking profits without letting emotions take over

And the one thing that would completely break his Palantir thesis

Because this isn’t really a conversation about one earnings report.

It’s a conversation about whether Palantir is becoming more important as the world gets more chaotic.

Click here to hear why Tom believes the opportunity in Palantir may still be much bigger than most investors realize.

Bridget Bennett
MarketBeat

P.S. Tom made one point that really stood out: “The money is not in generating AI. The money is in cleaning all of this up.” That’s the core of his entire Palantir thesis. Watch the video now.

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This SpaceX IPO news Makes Me Furious(Ad)

From The Oxford Club: The SpaceX IPO filing is official, with 21 banks – including JPMorgan, Goldman Sachs, and Morgan Stanley – preparing to underwrite what insiders are calling ‘Project Apex.’ A June timeline is now widely expected. Dr. Mark Skousen, Macroeconomic Strategist at The Oxford Club, says nearly 15,000 investors have already found a ‘backdoor’ pre-IPO position – and he’s sharing his top pick at no cost before the roadshow begins.

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Hey, it’s Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th… (Ad)

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One page of the SpaceX S-1 will move this stock overnight (Ad)

From Behind the Markets: When SpaceX files its S-1 in June, the SEC will require full disclosure of operating expenses – including power consumption for 1 million GPUs, a cost that rivals entire cities. That disclosure will name the supplier. One small, publicly traded power infrastructure company sits at the center of this – carrying a $1.5 billion backlog and priced like a utility. Dylan Jovine has the full breakdown.

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What The SpaceX Banks Aren’t Telling You To Do (Ad)

From Americas Gold Company: While 21 banks collect billions brokering the SpaceX IPO, the world’s central banks quietly bought 850 tonnes of physical gold last year alone – not shares, not funds, actual gold. America’s Gold Company has put together a free 2026 Gold Guide covering exactly what the institutions know and what you can do about it. It takes 30 seconds to request.

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Beyond Nvidia: 3 AI Stocks With Major Catalysts (Ad)

From TradingTips: While the crowd chases Nvidia, hedge funds are quietly building positions in 3 under-the-radar AI stocks with major catalysts already in motion. One company controls 75% of AI data center cooling. Another designs custom chips for the world’s largest hyperscalers. The third may be the most compelling of all. A free report reveals every detail, including tickers and the case for each.

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[Watch] FREE STOCK PICK for Elon Musk’s Starlink SuperIPO (Ad)

From Paradigm Press: A little-known stock pick with money-doubling potential over the next year is revealed for free in the first three minutes of a new video. This company is a critical piece of Elon Musk’s fast-growing Starlink technology. It could climb 100 percent or more over the next year as Elon brings Starlink public in what may be the biggest IPO in history. No credit card is required to get the ticker.

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Today’s Featured Link: This SpaceX IPO news Makes Me Furious(From The Oxford Club)

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Published by RJ Hamster

I was born on 6 August 1956 in San Francisco, California to Janet and (the late) Richard Hovis. I grew up in Santa Monica, California where I attended elementary, junior high school, and high school (graduating in 1974), in addition to involvement in sports and recreation (Little League +, the Boy’s Club ++). Further, it was in elementary school – St. Augustine’s By-the -Sea Parish School that I found, and made the choice to truly journey with God. I attended Arizona State University from 1974 to 1977 – seeking to become an architect, however, I was not accepted, and, as such, I graduated with a Liberal Arts degree. Upon graduation from Arizona State University, I attended Cal Poly San Luis Obispo and studied City and Regional Planning at the Master’s level. I successfully completed one (1) year in a two (2) year program – I did not complete the Master’s degree in City and Regional Planning – due to personal reasons. I returned to Santa Monica where I started (October 1979) my career as graphic designer with Exxon Company, USA. I spent five years with Exxon Company, USA. While working with Exxon Company, USA I was accepted into architectural school – Sci-Arc in Southern California, however, I did not attend preferring to stay with Exxon.. In 1982 I married Laura Flosi and in April 1983 we had our one and only child – Lauren Alain Hovis – a gift from God. We moved to Phoenix, Arizona in 1984 from Los Angeles, where I went to work as a graphic designer with Kitchell CEM (from 1985 -1987). From 1987 – 1995 I was an independent contractor, and a registered representative in mortgage finance, financial management, graphic design, and drafting. Further, I attended the University of Phoenix and successfully obtained a Master’s in Business Administration (MBA) in 1982. I was also a member of the Scottsdale Jaycees, where I became very involved in community events and projects. In 1994, I accepted a cartography position with the Defense Mapping Agency in Reston, Virginia. As such, I relocated from Phoenix to Reston. In 1998, I was accepted and worked as a Visual Information Officer with the Central Intelligence Agency. In 2002, I worked as a Support Officer until my retirement (due to a need for shoulder surgery) in September 2018. Away from my Federal Government service, I have been involved in various organizations and activities in Northern Virginia. In November of 2011, I married Rebecca Ouellette in Santa Monica, California. I reside in San Tan Valley, AZ with my two hamster - Jess and Timothy, our fish, our lizard - RJ Lizard., and our cats - Pearl and Grey. As to hobbies, I enjoy playing sports, attending sporting events, mentoring individuals from financial management to hamsters, building models, photography, travel, multimedia design, managing partner for RJ Hamster, and jazz – smooth jazz to a samba or a bossa nova. Love and God Bless, Peter – aka RJ Hamster Jo hi

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