Core Insights - NVIDIA remains the leader in AI hardware, but its high trailing P/E ratio of 45x and flat year-to-date performance indicate that much of its growth is already priced in, prompting investors to seek alternatives with better risk/reward profiles [1] Group 1: Company Performance - Advanced Micro Devices (AMD) reported Q4 revenue of $10.3 billion, exceeding estimates of $9.76 billion, with data center revenue growing 39% year-over-year to $5.4 billion [1] - Palantir Technologies achieved Q4 revenue of $1.41 billion, surpassing estimates of $1.36 billion, with U.S. commercial revenue surging 137% year-over-year to $507 million [1] - Snowflake reported Q3 revenue of $1.21 billion, beating estimates of $1.18 billion, with a year-over-year growth of 29% [1] Group 2: Valuation and Market Position - AMD's trailing P/E ratio stands at 79x, but its forward P/E is 31x, suggesting growth is reasonably priced, with a target price of $287.20 indicating significant upside potential [1] - Palantir's stock trades at a trailing P/E ratio of 209x and a price-to-sales ratio of 70x, raising concerns about sustaining its premium valuation despite impressive growth metrics [1] - Snowflake has a price-to-sales ratio of 14x and a negative profit margin of 31%, indicating that investors are paying a premium for a company still burning cash [1] Group 3: Growth Metrics - Palantir's total contract value reached a record $4.26 billion, up 138% year-over-year, with a net income increase of 670% year-over-year [1] - Snowflake serves 688 customers generating over $1 million in annual revenue, with remaining performance obligations of $7.88 billion, up 37% year-over-year [1] - AMD achieved 217% year-over-year earnings growth and 34% revenue growth, positioning it as a strong competitor in AI chips [1]

While Palantir is busy poking its nose in everyone’s business, it doesn’t want us looking into its own, having failed to lodge audited financial statements. Stephanie Tran reports.Last week, data surveillance firm Palantir secured a $7.6m contract with the Department of Defence’s Cyber Warfare Division, according to reporting by Crikey, marking the largest contract ever awarded to the company by the Department.The contract, described as for an “ICT System Platform”, follows a separate $7.1m contract awarded ...

RT Zarathustra (@zarathustra5150)@NickSzabo4 Surely, Palantir isn’t the only one with an Israeli asset problem…. ...

Core Insights - Palantir Technologies is relocating its headquarters from Denver, Colorado to Miami, Florida, marking a trend of tech firms moving to Florida for its favorable business environment [1][1][1] Company Movement - Palantir, a data analytics software provider, is the latest tech company to expand its presence in Florida, joining other major firms like Apple, Amazon, and Microsoft [1][1] - The company had approximately 4,400 employees at the end of the previous year, with nearly 30% based in the U.S. [1][1] Industry Trends - Florida has become an attractive destination for tech companies due to its low taxes and warm climate, prompting several firms to relocate or expand their operations in the state [1][1] - D-Wave Quantum, a quantum computing company, also announced its move to Boca Raton, Florida from Palo Alto, indicating a broader trend in the tech industry [1][1]

Core Viewpoint - Nokian Tyres is focusing on sustainable value-driven growth and aims to provide clarity and predictability regarding its future direction after navigating significant turbulence in recent years [2]. Group 1: Company Strategy and Financial Targets - The presentation will begin with Nokian Tyres President and CEO, Paolo Pompei, discussing the updated strategy and financial targets of the company [3]. - Following the CEO's presentation, Interim CFO Jari Huuhtanen will provide insights into the financials of Nokian Tyres [3]. Group 2: Business Focus Areas - The second session will concentrate on Nokian Tyres' Passenger Car Tyres business, featuring presentations from three speakers focusing on different regions: Tron Gulbrandsen on the Nordics, Tommi Alhola on Central Europe, and Chris Ostrander on North America [3]. Group 3: Q&A Session - A Q&A session will be held after the presentations, allowing attendees to engage with all the speakers [4].

Core Viewpoint - Palantir Technologies has relocated its headquarters from Colorado to Florida, aiming for a more business-friendly environment [1] Group 1: Company Relocation - Palantir announced the move of its corporate headquarters to Miami, Florida, from Colorado [1] - The new headquarters is located in Aventura, Miami-Dade County, as per a regulatory filing [1] - The company has begun listing job openings based in Miami, including an executive team assistant role [1] Group 2: Business Environment - Experts suggest that Florida's more business-friendly policies are attracting more corporations and billionaires to the state [1]

Core Insights - Palantir Technologies has experienced significant growth, with Q4 revenue increasing 70% year-over-year (YOY) to $1.4 billion, driven primarily by its U.S. business which accounted for 77% of total revenue and grew 93% YOY [2] - The company has diversified its revenue streams, with commercial revenue rising 82% YOY to $677 million, while government revenue increased 60% YOY to $730 million, indicating a successful expansion beyond government contracts [2] - Palantir's total contract value (TCV) reached a record $4.3 billion in the quarter, with remaining deal value for the year increasing 105% YOY to $11.2 billion, showcasing strong demand for its services [5] Financial Performance - The company's "Rule of 40" score, a metric combining growth and profitability, reached 127%, reflecting a balance between rapid expansion and strong profitability [1] - For the full year, revenue grew 56% to $4.475 billion, with adjusted free cash flow of $2.27 billion and a cash position of $7.2 billion at the end of the quarter [5] - Analysts project earnings to increase by 76% in 2026 and another 39% in 2027, indicating strong future growth potential [7] Strategic Initiatives - Palantir is applying lessons from commercial supply chains to enhance national security, as evidenced by a $448 million contract from the U.S. Navy to modernize shipbuilding supply chains [1] - The company is focusing on organic growth through direct customer connections rather than acquisitions, which is expected to drive continued momentum in the coming years [6] - The average target price for Palantir shares is $200.43, suggesting a potential upside of 51% from current levels, with a Street-high estimate of $260 indicating a possible 95% upside [7]

Core Insights - Palantir has relocated its headquarters from Denver to Miami, joining a trend of tech companies moving to South Florida, which is increasingly viewed as a new Silicon Valley [1][3] - The migration of tech firms is driven by factors such as lower taxes, favorable weather, and safer neighborhoods [1][3] Group 1: Company Movement - Palantir was founded in Palo Alto, California, in 2003 and moved to Denver in 2020 before its recent relocation to Miami [3] - The company did not disclose specific reasons for the move [3] Group 2: Industry Trends - There is a notable influx of tech giants to Florida from traditional business hubs like New York and California [1][3] - Former Miami Mayor Francis Suarez has expressed enthusiasm for this trend, calling it a "watershed moment for Miami" [3] Group 3: Support for Relocation - Billionaires Ken Griffin and Stephen Ross have initiated a $10 million campaign to attract business leaders to South Florida, emphasizing the region's potential for growth [4][5] - The campaign includes national advertisements and a concierge program to assist executives with relocation and regulatory navigation [5] Group 4: Other Companies Expanding in Florida - Apple has opened a new campus in Miami, and ServiceNow plans to establish an office in West Palm Beach [6] - Amazon has signed a significant office lease in Miami's Wynwood neighborhood [6] Group 5: Key Figures in the Move - Peter Thiel, Palantir's chairman and co-founder, has increased his investments in South Florida, including opening a new office for Thiel Capital [7] - Ken Griffin, who moved from Chicago to Miami, has been vocal about the advantages of relocating to South Florida, citing safety concerns in his previous city [8]

Michael Burry, the renowned investor who famously predicted the 2008 housing crisis in The Big Short, has once again taken a contrarian stance. In his recent Substack post, "Palantir’s New Clothes," the founder of the now defunct Scion Asset Management argues that Palantir Technologies (PLTR) is wildly overvalued, likening its AI platform hype to an emperor with no clothes. He cites ballooning accounts receivable, heavy dilution, unreliable third-party AI models, and a business model that resembles low-m ...

Core Insights - Palantir Technologies Inc (NASDAQ:PLTR) has been a focus for options traders, consistently appearing on the list of most traded stocks over the past 10 days in 2026 [1] - Following a post-earnings increase of 6.9% on February 3, PLTR remains popular among options traders, with over 4.9 million calls and 5.1 million puts exchanged in the last 10 days [2] - PLTR is one of only two stocks where put volume exceeds call volume, indicating a bearish sentiment among traders [2] Options Activity - The most active options during the recent trading period were the 2/6 160-strike call and the weekly 2/13 150-strike call [2] - The total options volume for PLTR over the last 10 days was 10,144,415, with 4,958,904 calls and 5,185,511 puts [3] Stock Performance - PLTR has experienced a decline of 26.3% year-to-date, with shares recently dropping below the 320-day moving average for the first time since May 2023 [3] - Current support levels may be forming around the $130 mark, with the stock last seen at $130.97, down 0.3% [3] Volatility and Pricing - Options for PLTR are currently priced affordably, with a Schaeffer's Volatility Index (SVI) of 54%, ranking in the 18th percentile of its annual range, suggesting low volatility expectations from options traders [5]