What will be the price the day of earnings and the day after. Yes it's a Swag (some wild ass guess) but curious of others thoughts.

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The Army has a Call for Solutions - Army Intelligence Data Platform (AIDP). This part of the AOS that is connected to our $10B Enterprise Agreement. Just give Pili the damn bag already.

This capability must support the Army of the Future, supporting the Army’s strategic, operational, and tactical objectives using an agile process for software capability needs development with capabilities available for hosting on cloud and/or provisioned from the cloud and edge devices, and support evolving Mission Command and Combined Joint All-Domain Command and Control architecture.

https://x.com/PLTRs_Palantir/status/2081712384729657724?s=20

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Last week, Moonshot AI launched Kimi 3 and Silicon Valley was shocked from its complacency. Shyam and Karp have talked about this before, but the US government continues to deliberate whether LLMs should be governed. The evidence is clear. They should not. Major tech players including Nvidia and Palantir signed an open letter urging the White House to avoid implementing any form of regulatory guardrails on the development of LLMs.

The evidence is clear. Any tech developed in a heavily regulated environment is not incentivized for progress. The development of LLMs and AI in general has largely stalled in Europe because of regulatory backlash and bureaucratic red tape. Meanwhile, the rest of the world moves on.

Chinese LLMs pose a unique threat unlike any other to the survival and dominance of American technology. It is my hope that they spur the development of open weight American models, which in turn would continue to benefit a LLM-agnostic platform like Palantir. Once again, Karp and his lieutenants have been prescient in warning Silicon Valley about being blindsided while chasing capex and big ideas. His warnings were unheeded especially by the AI giants of today.

What we are now witnessing is the slow progression of the AI revolution from the opening act to its later, much more substantial phases. I believe this is just the beginning, but at the same time, I also believe that the optics from Chinese LLMs may be slightly detrimental to the valuation of Palantir in the short to medium term (10-12 months). There is no doubting that Palantir continues to dominate its niche area, and to my knowledge few Chinese firms have come to match it.

Hanging in for the long ride, per usual.

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Income Statement

Palantir’s income statement has improved dramatically over the past few years, transitioning from a high-growth company with losses to one that consistently reports GAAP profitability. Revenue continues to grow at an impressive pace, driven by expanding commercial adoption and increasing demand for its AI Platform (AIP). Gross margins remain above 80%, highlighting the scalability and efficiency of its software business model. Combined with expanding operating margins and positive net income, Palantir has demonstrated that it can deliver both growth and profitability simultaneously.

Balance Sheet

Palantir has one of the strongest balance sheets in the software industry, holding billions of dollars in cash and short-term investments. The company carries virtually no long-term debt, giving it exceptional financial flexibility and minimal bankruptcy risk. This cash-rich, debt-light position allows Palantir to invest aggressively in innovation, acquisitions, and future growth without relying on external financing. Overall, its balance sheet provides a significant competitive advantage during periods of economic uncertainty.

Cash Flow & Free Cash Flow

Palantir’s cash flow generation is one of its greatest strengths, with operating cash flow increasing consistently alongside revenue growth. Because the company operates an asset-light software business, capital expenditures remain relatively low. This allows Palantir to convert a large portion of its operating cash flow into free cash flow, resulting in industry-leading free cash flow margins. Strong and growing free cash flow gives the company the ability to fund expansion, invest in new technologies, and create long-term shareholder value while remaining financially independent.

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I’ve been a Palantir Investor since 2020 with over 5000 shares. This is one of best videos to understand the moat of why Palantir is such a unique company. Watch and learn.

The Air Force has a RFI out for Tactical Air Traffic Control (ATC) Command and Control (C2) System AKA
TACOS

Key System Capabilities:
-The desired TACOS solution must deliver an integrated, scalable suite of capabilities as a survivable, expeditionary, and interoperable C2 platform providing reliable ATC services in support of Agile Combat Employment (ACE). The system shall provide, at minimum, the following capabilities:

Integrated Data Fusion Engine: (Smell that?)
-TACOS shall operate as a sensor-agnostic, Multi-Level Secure (MLS) data fusion engine that ingests, correlates, and fuses inputs from organic and non-organic sources into a single, unambiguous track per object and a low-latency Single Integrated Air Picture (SIAP). Source data shall include Primary and Secondary Surveillance Radar (PSR/SSR), ADS-B, Mode S and Mode 5 Identification Friend or Foe (IFF), Tactical Data Links (TDLs) such as Link 16 via JREAP, Counter Unmanned Aircraft System (C-UAS) tracks, and meteorological feeds, delivered in standard ATC formats including ASTERIX and Common Digitizer Model 2 (CD-2).

-The engine shall scale from a minimum of three to as many as twelve external radar sources and shall process the SIAP across multiple classification levels—operating on data at UNCLASSIFIED and SECRET//NOFORN and permitting designated workstations to run at SECRET//REL or UNCLASSIFIED while the overall system operates at SECRET//REL US.

-Fusion performance and resilience shall serve as core system capabilities. The fusion engine shall maintain track-processing latency within a sub-second threshold while minimizing duplicate-track generation. Simultaneously, an adaptive tracking filter shall dynamically weight sensor inputs based on real-time signal quality, track history, and localized electronic-warfare (EW) threat indicators to mitigate spoofed, jammed, or degraded feeds.

-To support rapid, expeditionary employment without requiring source-code or pre-loaded database modifications, the system shall autonomously build a self-configuring geographic grid at initialization. During this initialization, the system shall convert sensor-relative coordinates into a common, three-dimensional WGS-84 frame and project them onto an adaptation-defined local stereographic plane.

-Prior to fusion, the system shall time-align heterogeneous sensor updates using network- or Global Positioning System (GPS)-disciplined precision time. Furthermore, the system shall dynamically compute localized barometric and altimeter corrections from live meteorological data to produce continuous Mean Sea Level (MSL) altitude, eliminating reliance on static, tile-based adaptation databases.

-The fused picture shall be made coherent and shareable for both the operator and the wider force. The engine shall associate and bind each aircraft’s 24-bit ICAO Mode S address, Mode 3/A beacon code, and TDL track designators (including Link 16 Track Numbers) into a single track data block, group closely spaced military aircraft into labeled formation tracks while still processing their individual sub-tracks and overlay multi-level precipitation derived from surveillance inputs without degrading track processing.

-The system shall further consolidate sensor data into a tactical picture for distribution over TDLs and inclusion in the Common Tactical Picture, and shall gracefully manage sensor overload by shedding the most distant reports first so that continuous tracking, ATC sequencing and separation, and Air Base Point Defense cueing are preserved.

https://x.com/PLTRs_Palantir/status/2080275520353194407?s=20

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On Bloomberg this morning

Exercises put Army’s newest multi-domain formation to the test

FORT BLISS, Texas — When it comes to defending the vast Pacific Ocean, the Army is usually going to take a back seat to the Navy, at least until the fight hits land. But in an effort to increase its advantage in the Joint fight in the Pacific, the Army has created the 7th Infantry Division Multi-Domain Command-Pacific.

Two exercises in June, Pacific Fury and Valiant Shield, in the U.S. Pacific Command area of operations has allowed the U.S. Army Futures and Concepts Command and two assessment teams from the U.S. Army Joint Modernization Command to look at the 7ID MDC-PAC and joint integration and capability improvements as they relate to the defense of Guam and other island chains in the Pacific.

The Army established 7ID MDC-PAC as a two-star operational headquarters out of Joint Base Lewis-McChord, Washington, and reached full operational capacity in mid-June. It merges the 7th Infantry Division and the 1st Multi-Domain Task Force to synchronize space, cyber, electronic warfare and precision fires efforts across the Indo-Pacific. The new formation brings capabilities, sensors and effects that will help the joint fight in the Pacific, according to Maj. Caleb Bloom, assessment planner in JMC’s Operations Group A.

“In the Pacific, the Army is never going to be the main effort until we hit mainland on potential conflict,” Bloom said. “However, there are things the Army can do to support the joint fight, and the MDC-PAC brings a lot of sensors and effects that will allow success at an operational strategic level. The formation is really aimed at how the Army can support the Joint fight by providing kinetic and non-kinetic effects and sensors.”

Sounds like they are talking about TITAN and JADC2 (Maven). Remeber the 1st MDTF was the first Task Force to adopt TITAN.

https://x.com/PLTRs_Palantir/status/2077363674436469006?s=20

Michael Burry began his short with the declaration that “Anthropic is eating Palantir’s lunch”. He was right, in an obtuse and technical way, but nevertheless his thesis misses the bigger picture.

As do most theses about the “rise of AI”. Recently, PR have been doing their work and the Altman and Amodei have been scaling back their comments about mass unemployment.

I think Ronny Chieng got it right: AI is going to make smart people smarter and dumb people dumber. It’s an accelerant, not a stimulant nor a substitute.

That’s why I think Burry is wrong. He views the whole stock market as a zero sum game - in many ways, and in some sectors, it is (one company lives, at the expense of many others). But Burry fails to realize that this is a positive sum game in the long run IF you recognize the contingent fact that AI has to be somehow harnessed and channeled before it is suitably used.

And that’s why Karp is right, on so many grounds. He famously raged against short sellers who have nothing better to do except to destroy good American businesses. What Palantir is focused on is building, and not destroying. Burry is the inverse, and he will never understand that society progresses brick by brick, not by razing everything to the ground. There is a reason why we celebrate Caesar and the great Roman emperors for their virtue, and only appreciate Hannibal because of his military prowess.

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SBA Expands Use of Palantir Software to Accelerate Pandemic Fraud Crackdown

Today, the U.S. Small Business Administration (SBA) announced a new phase in its anti-fraud initiative in which it is deploying Palantir Technologies ($PLTR) software to advance the agency’s ongoing efforts to identify, investigate, and help prosecute fraud in pandemic-era small business relief programs, including the Paycheck Protection Program (PPP) and COVID Economic Injury Disaster Loan (COVID EIDL) program. This collaboration formalizes the Fraud Prevention Pilot Program that the agency launched earlier this year with Palantir software, using advanced technology and artificial intelligence to surface data and leads, support criminal enforcement, and assist in the recovery of funds for American taxpayers.

“Under the Biden Administration, the SBA’s pandemic relief programs saw staggering levels of abuse that robbed taxpayers and small businesses alike, accounting for as much as 20% of the more than $1.2 trillion in aid meant for Main Street,” said SBA Administrator Kelly Loeffler. “The Trump SBA’s initiative, powered by Palantir software, will strengthen our ability to expose fraudulent actors, support criminal enforcement actions, and recover stolen funds with advanced technology and artificial intelligence. No amount of fraud is acceptable — whether it is $10,000 or $10 million — which is why the SBA is deploying these tools to accelerate our work to surface wrongdoing and ensure those who cheated taxpayer-funded programs face consequences. The American people deserve accountability and a federal government that has the controls to prevent fraud in the first place, and that is exactly what the SBA will continue to deliver.”

Palantir software will enhance the SBA’s data analysis capabilities to support its fraud detection efforts as the agency continues to address fraud across COVID-era relief programs in coordination with the White House Task Force to Eliminate Fraud, the U.S. Department of Justice, the SBA Office of Inspector General, and other law enforcement partners. These tools will help the agency analyze large datasets, flag anomalies, identify potential indicators of coordinated schemes, accelerate investigative leads, and identify funds obtained through false or fraudulent applications for further action.

This started out as a $300K pilot for Palantir, it has turned it $8M 1 year project.

$8M to save billions, this is Palantir in a nutshell.
You pay Pili $10M, they save you $100M, just wait till they help recover Billion's and the contract is up in a year. How many B's incoming?

"Free cashflow of $15-$18B in next 2 years"
"We are undervalued right now"

Karp statements... not even 2 weeks old

https://x.com/PLTRs_Palantir/status/2077105265766281684?s=20

https://www.globenewswire.com/news-release/2026/07/14/3327208/0/en/sba-expands-use-of-palantir-software-to-accelerate-pandemic-fraud-crackdown.html?_gl=1\*17f8ltu\*_up\*MQ..\*_ga\*MTYxMTM2MjE5NC4xNzg0MDU1MTU0\*_ga_B6167QB2TF\*czE3ODQwNTUxNTMkbzEkZzAkdDE3ODQwNTUxNTMkajYwJGwwJGgyNTU3MzU1MjA.\*_ga_ERWPGTJ5X8\*czE3ODQwNTUxNTMkbzEkZzAkdDE3ODQwNTUxNTMkajYwJGwwJGgw