Group 1: Palantir Technologies - Palantir Technologies has established itself as the market leader in AI orchestration, with its platform effectively unlocking the potential of AI models for real-world applications in critical settings [1] - The company's platform functions as an AI operating system, connecting data to real-world assets, thereby reducing errors and enhancing the actionability of insights [2] - Despite a pullback in software-as-a-service (SaaS) stocks, Palantir's valuation remains high, trading at a forward price-to-sales multiple of 42 times based on 2026 analyst estimates, indicating that the stock is still not cheap [3] Group 2: UiPath - UiPath is positioning itself as an emerging player in AI orchestration, specifically for AI agents, leveraging its background in robotic process automation (RPA) to build a strong foundation with its Maestro platform [4] - The RPA platform of UiPath has established governance and compliance standards that can be adapted to manage AI agents, ensuring human oversight to prevent potential issues [5] - UiPath's platform is capable of managing both AI agents and software bots, optimizing task assignments to reduce AI token usage and save costs for customers over time [6] - As the prevalence of AI agents increases, the demand for managing agents from various vendors is expected to grow, presenting a significant opportunity for UiPath that the company is beginning to explore [7]

Core Insights - Insiders at Palantir Technologies have sold over $1 billion worth of stock in the past 12 months, surpassing the company's net income of approximately $1.10 billion during the same period [1][2]. Financial Performance - Palantir reported revenue of roughly $3.91 billion over the trailing 12 months, indicating continued growth and solid profitability [3]. - In Q4 2025, the company achieved revenue of $1.407 billion, a 70% year-over-year increase, and exceeded both revenue and EPS estimates for the tenth consecutive quarter [6]. Insider Transactions - No insider purchases have been reported recently, with all transactions since late 2025 being sales [4]. - Insiders have collectively offloaded over $167 million worth of shares in the last three months, raising questions about management's confidence in the company's valuation [5]. Stock Performance - Despite strong financial fundamentals, Palantir's stock has declined over 25% year-to-date, with the current valuation at $131 [7].

Group 1: Palantir Technologies - Palantir Technologies has seen a significant pullback in its stock performance, with shares trading at 128 times forward earnings, indicating an astronomical valuation [1] - The company is described as being priced for perfection, which may not be sustainable in the long term [11] Group 2: Nvidia - Nvidia's stock is trading at a forward earnings multiple of 24.5, which is considered reasonable given its growth prospects [3] - The upcoming launch of the Rubin platform in the second half of 2026 is expected to support inference at a cost up to 10 times lower than Nvidia's Blackwell GPUs and enable training of large models with 4 times fewer GPUs [4] - Nvidia's CEO believes that the demand for powerful AI chips will continue to grow, positioning the company as a major beneficiary of this trend [6] - Nvidia's current market cap is $4.4 trillion, with a gross margin of 70.05% [5][6] Group 3: Advanced Micro Devices (AMD) - AMD is identified as a credible challenger to Nvidia, trading at nearly 32 times forward earnings, which is still seen as a bargain compared to Palantir [7] - AMD's Instinct MI400 chips are expected to match Nvidia's Vera Rubin chips in performance while offering 1.5 times the memory capacity and scale-out bandwidth [8] - The market anticipates that AMD's stock will regain momentum once the MI400 chips are launched [10] Group 4: Market Dynamics - AI hyperscalers are diversifying their investments and are unlikely to rely solely on Nvidia, which could benefit AMD [10] - Both Nvidia and AMD are expected to benefit from continued demand for GPUs, and they do not need to be perfect to achieve market-beating returns [12]

Core Viewpoint - Michael Burry has intensified his criticism of Palantir Technologies Inc., alleging unethical corporate behavior and predicting a significant stock decline [1][4]. Allegations of Corporate Behavior - Burry has raised concerns about Palantir's alleged involvement in "covert smear campaigns," specifically related to the UK's National Health Service (NHS) investigation into potential contract breaches [2][3]. - Jo Maugham, Executive Director of the Good Law Project, stated that Palantir cannot be trusted with important national contracts [4]. Technical Analysis and Stock Forecast - Burry's technical analysis indicates a potential decline for Palantir's stock, identifying a "Head & Shoulders" reversal pattern [4]. - The analysis suggests a "Next Support" level near $80, with a potential "Landing Area" between $50 and $60, indicating a possible 54.34% drop from the current trading price of $131.41 [5]. Company Performance - Year-to-date, Palantir's shares have decreased by 21.71%, while the Nasdaq 100 has only fallen by 1.88% during the same period [7]. - Over the last six months, the stock has declined by 24.49%, although it has seen a 5.45% increase over the past year [7]. - Palantir's stock is characterized by a weaker price trend across various time frames, despite a solid growth score according to Benzinga's Edge Stock Rankings [7].

Core Insights - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors [1] Group 1: Analyst Background - Michael Del Monte has over a decade of experience in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1] Group 2: Investment Position - The article indicates that the analyst holds a beneficial long position in the shares of PLTR through stock ownership, options, or other derivatives [2]

Let’s try this again. If you have real evidence that Palantir has continued this practice of covert smearing campaigns against the enemies Karp and $PLTR cannot quite reach with Fentanyl-laced urine drones, please contact me.Also please contact me if you simply know something about such activities.“Palantir is not – and frankly never has been – a company that can be trusted with this nationally important contract with our NHS” says Good Law Project’s Executive Director, Jo Maugham.“By its own behaviour it i ...

Core Insights - Palantir Technologies has demonstrated remarkable growth, resembling that of a tech start-up during the current AI boom, despite being established for over 20 years [1] - The company's revenue has consistently increased in double digits, and its stock price has significantly risen, attributed to its ability to help customers effectively utilize AI [2] Financial Performance - Palantir's IPO occurred in 2020, and an investment of $10,000 at that time would now be worth over $142,820, although it has decreased from a peak of over $180,000 [5] - The stock's near-term movements are unpredictable, but long-term potential appears more assessable [6] Business Model and Growth Drivers - Palantir has a strong portfolio of government contracts, which continue to grow in double digits, while also attracting a growing number of commercial customers [7] - The launch of Palantir's Artificial Intelligence Platform (AIP) in 2023 has enhanced its technology and earnings growth, coinciding with an increase in U.S. commercial customers [8]

Please contact me if you have information Palantir has continued this behavior in any manner or venue in recent years, including on US social media such as X.“Palantir is not – and frankly never has been – a company that can be trusted with this nationally important contract with our NHS” says Good Law Project’s Executive Director, Jo Maugham.“By its own behaviour it is telling us exactly that.”“Within weeks, it commissioned a covert smear campaign against a prominent critic and appears to have broken the t ...

Please contact me if you have information Palantir has continued this behavior in any manner or venue in recent years, including on US social media such as X.“Palantir is not – and frankly never has been – a company that can be trusted with this nationally important contract with our NHS” says Good Law Project’s Executive Director, Jo Maugham.“By its own behaviour it is telling us exactly that.”“Within weeks, it commissioned a covert smear campaign against a prominent critic and appears to have broken the t ...

Core Viewpoint - Palantir Technologies Inc. has experienced a decline in stock price due to a broader sell-off in the software sector, despite strong earnings and significant revenue growth in recent quarters [1][2]. Financial Performance - Palantir reported adjusted earnings of 25 cents per share for the fourth quarter, surpassing the consensus estimate of 23 cents [4]. - Revenue for the quarter increased by 70% year over year to $1.41 billion, exceeding Wall Street's expectations of $1.33 billion [4]. - U.S. revenue constituted 76% of total revenue, with the government segment generating $570 million (up 66% year over year) and the commercial business generating $507 million (up 137% year over year) [5]. Market Dynamics - The stock has seen a significant increase in the past years, with a rise of 135% in 2025 and 340% in 2024, driven by high demand for AI software and retail investor interest [1]. - However, as of February 13, the stock is down approximately 26% year to date and 36% from its all-time high of $207 reached on November 3, 2025 [2][8]. Client Base and Contracts - Palantir's revenue is bolstered by contracts with the U.S. Army, including a deal worth up to $10 billion awarded in July 2025 [6]. - The company also serves commercial clients such as Airbus, Morgan Stanley, and Merck KGaA, indicating a diverse client base [6]. CEO's Perspective - CEO Alex Karp emphasized the importance of software architecture in leveraging AI, stating that large language models alone are insufficient without proper grounding in real-world applications [7][9].