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8/3/2026 4:37:39 PM EDT
[#1]
Not shabby,


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8/3/2026 4:39:35 PM EDT
[#2]
Quote History
Originally Posted By Procat:
Driving while listening to the numbers. Rule of 40 in the 150s is wild. Something like 98% YOY growth?  Insane quarter.
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US commercial growth acceleration is really exciting.

Also loving Karp taking a victory lap over Anthropic and OpenAI. . . . . he called it the "industrial token complex"
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
8/3/2026 4:50:26 PM EDT
[#3]
$141.27
8/3/2026 4:51:28 PM EDT
[#4]
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8/3/2026 5:13:46 PM EDT
[#5]
Quote History


Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
8/3/2026 11:19:27 PM EDT
[#6]
Quote History
Originally Posted By The_Master_Shake:
Also loving Karp taking a victory lap over Anthropic and OpenAI. . . . . he called it the "industrial token complex"
View Quote


Full disclosure I haven’t listened to the call yet what he said this time.

Karp was 100% spot on when he gave that interview a while back where he compared selling tokens to back in the day when you bought cell phone minutes.  It’s a bullshit business model. If you can truly add value charge a percentage of the gain and prove it.
8/4/2026 9:47:07 AM EDT
[Last Edit: Solo_][Edited] [#7]
LOL I thought at market open it was going to go down a bit, but no sir

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8/4/2026 10:38:57 AM EDT
[#8]
Scratch that

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8/4/2026 12:50:42 PM EDT
[#9]
LMAO

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8/4/2026 1:34:23 PM EDT
[#10]
Wish I had more then 2 calls, but still glad I have those
8/4/2026 6:06:31 PM EDT
[#11]
Mariana Perez Mora of BofA was on Bloomberg laying out her $255 price target. She was one of the OG analysts who really understood the company and what they were trying to do.
Why Bank of America Is Bullish on Palantir
8/4/2026 7:51:46 PM EDT
[#12]
Quote History
Originally Posted By Procat:
Mariana Perez Mora of BofA was on Bloomberg laying out her $255 price target. She was one of the OG analysts who really understood the company and what they were trying to do.
https://www.youtube.com/watch?v=xM1JUoMm7m4
View Quote
Nervous - because she doesn't hold the language - but intelligent. And good looking.
She nailed it.
8/4/2026 9:01:33 PM EDT
[#13]
Quote History
Originally Posted By Solo_:
Nervous - because she doesn't hold the language - but intelligent. And good looking.
She nailed it.
View Quote


It’s a long story but I actually have her number in my phone. My mentor who gave it to me routinely challenges me to call her.
8/5/2026 12:19:07 PM EDT
[#14]
Trying to hold $160!
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
8/7/2026 6:28:11 PM EDT
[#15]
Life is good

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8/7/2026 6:44:50 PM EDT
[Last Edit: The_Master_Shake][Edited] [#16]
Quote History


PLTR is an easy hold for me. You just know at some point it'll head right on back to ATH's

Glad to see it happening so quick
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
8/7/2026 8:51:43 PM EDT
[#17]
Yup. Did pretty good today. I don't have as much Palantir as I used to and I am way more diversified than earlier but that's probably a good thing now.
8/7/2026 9:23:45 PM EDT
[#18]
Looks like I’m losing a couple hundred shares to covered calls tonight. Who’d have thought it’d run almost 40% on earnings when the implied move was only 10%?  Oh well Ill just turn the proceeds right around and sell puts to try and buy back lower.  Agree on PLTR being an easy hold but I suspect we need more time to consolidate before the next big jump up.
8/29/2026 11:25:43 AM EDT
[#19]
Interesting video detailing the DOD’s budget request. Includes big increases to Maven and JADC2. If approved by congress should mean more contracts for Palantir and increased government revenue.
Palantir's Newest $1 Billion Catalyst! (PLTR Stock)
Today 12:11:19 AM EDT
[#20]
Interesting video from Josh Brown / The Compound & Friends. Guests are Tom Lee from Fundstrat and Dan Ives of Yorkville Ives (formerly with Wedbush) Runs about an hour, good listen in the car or at the gym. Covers a variety of topics with an emphasis on tech.  Towards the very end Dan Ives makes the case for Palantir to surpass $1T in the next few years.
Tom Lee and Dan Ives Explain Everything | TCAF 260

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