To The Moon

I think the comparison between Niu Lai and Anthropic is surprisingly relevant: both show how quickly markets can reprice once expectations of future scale take over. Anthropic’s growth is impressive, but a potential $2 trillion valuation requires strong confidence that its 2028 revenue can translate into sustainable margins and cash flow. Personally, I’d rather not chase the IPO purely on hype. I’m more interested in AMZN and GOOGL as indirect beneficiaries through equity stakes and cloud demand, while keeping an eye on PLTR, NET and SPCX. A successful Anthropic IPO could reinforce premium valuations across AI growth stocks. For me, AI demand is clearly real. The bigger question is how much future growth is already priced in. I remain bullish on enterprise AI, but I’d rather see revenue,

My Take: D — Wait I’m bullish on Anthropic and AI, but if the IPO approaches a $2 trillion valuation, I’d rather wait. The key question isn’t whether Anthropic is a great company—it’s whether the price already assumes too much future growth. Investors are essentially paying today for huge 2028 revenue, while Anthropic still needs to prove that rapid growth can translate into sustainable margins and cash flow. I’d watch the IPO valuation, revenue growth, customer concentration and free cash flow first. Great company, but price matters. I’d rather buy after the hype and let the numbers prove the story. @Tiger_comments [真香]

The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir

Palantir Shares Jump 9%, Extending Post-Earnings Rally on AI Demand Shares of $Palantir Technologies Inc.(PLTR)$   continued their post-earnings ascent on Friday, jumping about 9% as sustained momentum in large-cap technology stocks and robust demand for enterprise artificial intelligence software fueled investor optimism. The gains follow the software company's Monday earnings report, which comfortably topped Wall Street forecasts and prompted management to raise its full-year guidance.  Palantir reported second-quarter revenue of $1.94 billion—a 93% surge year-over-year—beating consensus estimates by roughly $136 million. Adjusted earnings per share reached 41 cents, surpassing the 35 cents projected

Once short covering fades, the share price has to be supported by new buyers and continued execution, not forced buying. For Palantir, the key drivers are: Commercial revenue growth. If 100%+ growth persists, the premium valuation becomes easier to justify. Margins and free cash flow. Investors will want operating leverage, not just rapid sales growth. Large AI platform adoption. More enterprise customers deploying AIP at scale would support future earnings. Valuation expectations. After a near 30% jump, even strong results may not prevent volatility if future quarters merely meet expectations. The risk is that short covering can create an overshoot. Once that demand disappears, the stock often enters a period of consolidation while fundamentals catch up. Any sign of slowing growth or weak

TQQQ BUY

It will not loose money, time to sell

Fundamentals are good for this company. Beneficial use case of using AI without the need to bank of the winning AI horse. 

Congratulations

Palantir shares surged after the company delivered another sharp earnings beat and raised its full-year outlook. One Tiger caught the move and booked a profit of US$159,000 on $Palantir Technologies Inc.(PLTR)$ 👏 Congratulations to the @Kaka1992 who made US$159,000 trading PLTR! 👏 Congratulations to the @jervis43 who made US$7,606 trading PLTR! 👏 Congratulations to the @keegs who made US$7,982 trading PLTR! 👏 Congratulations to the @ming88 who made US$6,402 trading PLTR! 👏 Congratulations to the

Once the short squeeze fades, the share price has to be supported by fundamentals rather than forced buying. For Palantir, the key questions are: Can 90%+ revenue growth remain elevated, especially in commercial AI? Can operating margins and free cash flow continue expanding? Can management justify its premium valuation through sustained execution? If growth remains exceptional, investors may be willing to support today's valuation. If growth normalises while expectations stay sky high, multiple compression could outweigh earnings gains. Snap's rally is more fragile. Improving losses and revenue are encouraging, but it still needs to demonstrate durable profitability and stronger advertising growth. Ultimately, short covering accelerates a rally, but it does not create lasting value. Once

At last, some AI revenue numbers that could help put things into some proper perspective for AI company. Hope it has a knock on effect for the other AI related stocks.

The core catalyst for PLTR's ~14.8% surge in overnight trading (closing at $144.21) was its Q2 2026 earnings report, which significantly exceeded Wall Street expectations across all key metrics, prompting the company to raise its full-year revenue and profit forecasts 148. Key Drivers of the Surge Massive Revenue Beat & Accelerated Growth: Q2 revenue hit $19.35 billion , representing a staggering +93% year-over-year growth . This was $1.3 billion above the consensus estimate of ~$18.02 billion 158. The company's growth rate is accelerating dramatically from an already high base. U.S. Commercial Business Explodes: The standout driver was the U.S. commercial segment, where sales surged +149% YoY to $764 million . This significantly beat the analyst estimate of $716.4 million, a figure CE

Good morning. Somebody got paid last night. Not the name you're thinking of. $Palantir Technologies Inc.(PLTR)$ rose 14.25 per cent after hours on Monday. The same day, $Micron Technology(MU)$ rose 0.79 per cent and $SK hynix(SKHY)$ fell 0.70 per cent. I ended the last piece saying $Apple(AAPL)$ had signed for the shortage and the side collecting the money hadn't. On Monday it signed. The signature doesn't belong to a memory maker. Palantir's quarter: revenue of US$1.935 billion, up 93 per cent year on year, commercial revenue growing at around 150 per cent, a

It is more likely the latter: two experienced investors managing risk, rather than definitive proof of an AI software inflection. Palantir's results were undeniably strong. Nearly doubling revenue, rapid commercial growth, and expanding profitability strengthen the case that enterprise AI spending is translating into real software revenue, not just infrastructure investment. Snap's results also suggest digital advertising remains resilient. However, Burry reducing a short is not necessarily a bullish call. It can simply reflect risk management after a sharp move. Likewise, Duan Yongping selling puts is a disciplined way to accumulate shares at lower effective prices, not an outright bet that the stock must surge. The bigger confirmation will come if other AI software firms also deliver acc

$Palantir Technologies Inc.(PLTR)$ delivered an exceptional Q2 2026 financial report on August 3, 2026, blowing past Wall Street expectations across top-line revenue, net margins, and forward guidance. Below is a complete earnings breakdown, addressing valuation concerns, core takeaways, strategic positioning, and options playability. 1. Earnings Overview: Key Numbers at a Glance FY 2026 Guidance Upgrades: Full-Year Revenue: Raised to $8.150B – $8.158B (representing ~82% YoY growth). U.S. Commercial Revenue: Raised to >$3.424B (at least +134% YoY). Free Cash Flow: Raised to $4.5B – $4.7B. 2. Valuation Concerns: Has Palantir Outgrown Its Premium? Prior to this print, PLTR had pulled back significantly from its late-2025 highs due to market anxie

$Palantir Technologies Inc.(PLTR)$  Palantir has just delivered one of the strongest earnings reports I have seen "from a major software company! Wow. The company did not merely beat expectations. It nearly doubled revenue, accelerated both sides of its business, generated enormous free cash flow and raised its full year outlook by  roughly half a billion dollars. Shares jumped approximately 12–14% after hours, but one major question remains: Has Palantir finally grown into its premium valuation, or is the market once again getting carried away? 📊 The headline numbers Palantir reported: - Revenue: $1.94 billion, up 93% year over year - Adjusted earnings: $0.41 per share -  U.S. commercial revenue: $764 million, up 149% - U.S. g

Hope the share will remain after hours so I can add more 

$Palantir Technologies Inc.(PLTR)$will report its Q2 2026 results after the US market closes on 3 August. Expectations are already high. The key question is no longer whether the company can beat its own guidance. Investors will be watching the size of the beat, the full-year guidance update, and whether commercial growth can remain strong enough to support the current valuation. Palantir delivered revenue of US$1.63 billion in Q1, up 85% year on year. Operating income reached US$754 million, while net income attributable to common shareholders was US$871 million. Operating cash flow was close to US$900 million. For Q2, management guided for revenue of US$1.797 billion to US$1.801 billion. Adjusted operating income is expected to c

🚨 Alpha Pulse: Palantir (NASDAQ: PLTR) – Earnings Day Deep Dive Today is one of the most important days for Palantir investors. The company reports Q2 FY2026 earnings after market close (Aug 3). While many are calling it “Q3” because we’re already in the third calendar quarter, this is Palantir’s fiscal Q2 earnings release. (Business Wire⁠) ⸻ Alpha Pulse Rating 🟢 Long-Term (5-10 Years): 9.8/10 🟡 Short-Term (Next 2 Weeks): High Volatility Expected post-earnings move from the options market is approximately ±10%. (Investopedia⁠) ⸻ Why This Earnings Matters Palantir is no longer just a government contractor. It is becoming one of the largest AI Operating System companies globally. The market is trying to answer only one question: Can Palantir keep growing faster than AI expectations? Anythi

The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir

I think the comparison between Niu Lai and Anthropic is surprisingly relevant: both show how quickly markets can reprice once expectations of future scale take over. Anthropic’s growth is impressive, but a potential $2 trillion valuation requires strong confidence that its 2028 revenue can translate into sustainable margins and cash flow. Personally, I’d rather not chase the IPO purely on hype. I’m more interested in AMZN and GOOGL as indirect beneficiaries through equity stakes and cloud demand, while keeping an eye on PLTR, NET and SPCX. A successful Anthropic IPO could reinforce premium valuations across AI growth stocks. For me, AI demand is clearly real. The bigger question is how much future growth is already priced in. I remain bullish on enterprise AI, but I’d rather see revenue,

My Take: D — Wait I’m bullish on Anthropic and AI, but if the IPO approaches a $2 trillion valuation, I’d rather wait. The key question isn’t whether Anthropic is a great company—it’s whether the price already assumes too much future growth. Investors are essentially paying today for huge 2028 revenue, while Anthropic still needs to prove that rapid growth can translate into sustainable margins and cash flow. I’d watch the IPO valuation, revenue growth, customer concentration and free cash flow first. Great company, but price matters. I’d rather buy after the hype and let the numbers prove the story. @Tiger_comments [真香]

$Palantir Technologies Inc.(PLTR)$ delivered an exceptional Q2 2026 financial report on August 3, 2026, blowing past Wall Street expectations across top-line revenue, net margins, and forward guidance. Below is a complete earnings breakdown, addressing valuation concerns, core takeaways, strategic positioning, and options playability. 1. Earnings Overview: Key Numbers at a Glance FY 2026 Guidance Upgrades: Full-Year Revenue: Raised to $8.150B – $8.158B (representing ~82% YoY growth). U.S. Commercial Revenue: Raised to >$3.424B (at least +134% YoY). Free Cash Flow: Raised to $4.5B – $4.7B. 2. Valuation Concerns: Has Palantir Outgrown Its Premium? Prior to this print, PLTR had pulled back significantly from its late-2025 highs due to market anxie

$Palantir Technologies Inc.(PLTR)$  Palantir has just delivered one of the strongest earnings reports I have seen "from a major software company! Wow. The company did not merely beat expectations. It nearly doubled revenue, accelerated both sides of its business, generated enormous free cash flow and raised its full year outlook by  roughly half a billion dollars. Shares jumped approximately 12–14% after hours, but one major question remains: Has Palantir finally grown into its premium valuation, or is the market once again getting carried away? 📊 The headline numbers Palantir reported: - Revenue: $1.94 billion, up 93% year over year - Adjusted earnings: $0.41 per share -  U.S. commercial revenue: $764 million, up 149% - U.S. g

$Palantir Technologies Inc.(PLTR)$will report its Q2 2026 results after the US market closes on 3 August. Expectations are already high. The key question is no longer whether the company can beat its own guidance. Investors will be watching the size of the beat, the full-year guidance update, and whether commercial growth can remain strong enough to support the current valuation. Palantir delivered revenue of US$1.63 billion in Q1, up 85% year on year. Operating income reached US$754 million, while net income attributable to common shareholders was US$871 million. Operating cash flow was close to US$900 million. For Q2, management guided for revenue of US$1.797 billion to US$1.801 billion. Adjusted operating income is expected to c

Good morning. Somebody got paid last night. Not the name you're thinking of. $Palantir Technologies Inc.(PLTR)$ rose 14.25 per cent after hours on Monday. The same day, $Micron Technology(MU)$ rose 0.79 per cent and $SK hynix(SKHY)$ fell 0.70 per cent. I ended the last piece saying $Apple(AAPL)$ had signed for the shortage and the side collecting the money hadn't. On Monday it signed. The signature doesn't belong to a memory maker. Palantir's quarter: revenue of US$1.935 billion, up 93 per cent year on year, commercial revenue growing at around 150 per cent, a

Palantir Shares Jump 9%, Extending Post-Earnings Rally on AI Demand Shares of $Palantir Technologies Inc.(PLTR)$   continued their post-earnings ascent on Friday, jumping about 9% as sustained momentum in large-cap technology stocks and robust demand for enterprise artificial intelligence software fueled investor optimism. The gains follow the software company's Monday earnings report, which comfortably topped Wall Street forecasts and prompted management to raise its full-year guidance.  Palantir reported second-quarter revenue of $1.94 billion—a 93% surge year-over-year—beating consensus estimates by roughly $136 million. Adjusted earnings per share reached 41 cents, surpassing the 35 cents projected

🚨 Alpha Pulse: Palantir (NASDAQ: PLTR) – Earnings Day Deep Dive Today is one of the most important days for Palantir investors. The company reports Q2 FY2026 earnings after market close (Aug 3). While many are calling it “Q3” because we’re already in the third calendar quarter, this is Palantir’s fiscal Q2 earnings release. (Business Wire⁠) ⸻ Alpha Pulse Rating 🟢 Long-Term (5-10 Years): 9.8/10 🟡 Short-Term (Next 2 Weeks): High Volatility Expected post-earnings move from the options market is approximately ±10%. (Investopedia⁠) ⸻ Why This Earnings Matters Palantir is no longer just a government contractor. It is becoming one of the largest AI Operating System companies globally. The market is trying to answer only one question: Can Palantir keep growing faster than AI expectations? Anythi

$Palantir Technologies Inc.(PLTR)$’s first-quarter results placed it among the fastest-growing large enterprise-software companies. The question is no longer whether demand for its artificial-intelligence platform is expanding, but whether growth can remain exceptional long enough to justify one of the market’s highest valuations. Palantir reported first-quarter revenue of approximately $1.63 billion, up 85% year over year. US revenue increased 104% to $1.28 billion, while US commercial revenue surged 133% to $595 million. Adjusted free cash flow reached $925 million, representing a 57% margin. Palantir’s first-quarter business update provides the figures. Management raised expected 2026 revenue growth to approximately 71% and projected US commerc

Palantir shares surged after the company delivered another sharp earnings beat and raised its full-year outlook. One Tiger caught the move and booked a profit of US$159,000 on $Palantir Technologies Inc.(PLTR)$ 👏 Congratulations to the @Kaka1992 who made US$159,000 trading PLTR! 👏 Congratulations to the @jervis43 who made US$7,606 trading PLTR! 👏 Congratulations to the @keegs who made US$7,982 trading PLTR! 👏 Congratulations to the @ming88 who made US$6,402 trading PLTR! 👏 Congratulations to the

Palantir Earnings Preview: Will This Light-Asset AI Software Giant Win Back Investor Favor Amid Tech Sector Turmoil? $Palantir Technologies Inc.(PLTR)$   is scheduled to release its financial results post-market on August 3rd ET. The stock has retreated 30% year-to-date. Meanwhile, Palantir's TTM P/E ratio has dropped from a peak of over 600x to the current 138.8x, placing it at the 10th percentile over the past three years. For a company whose net profit is still expected to more than double, this at least takes it out of the exceptionally high range. Core Financial Indicators Revenue is projected to grow 80.51% to $1.81B. EPS is expected to surge 148.47% to $0.315. Based on historical actuals, the real EP

🐶 Options Puppy: Lean FIRE – My Journey to Financial Freedom by Saving 70–80% of My Income 💰 Save First, Spend Later – The Foundation of Lean FIRE Many people believe that becoming financially independent requires earning a huge salary. I think differently. My goal is Lean FIRE, which means reaching financial independence with a simple lifestyle and allowing my investments to generate enough cash flow to cover my everyday expenses. Instead of upgrading my lifestyle every time my income increases, I aim to save between 70% and 80% of everything I earn. Every dollar that I do not spend today becomes another employee working for me tomorrow. The earlier I invest, the more time compound growth has to work in my favour. Lean FIRE is not about being stingy. It is about buying freedom instead of

The core catalyst for PLTR's ~14.8% surge in overnight trading (closing at $144.21) was its Q2 2026 earnings report, which significantly exceeded Wall Street expectations across all key metrics, prompting the company to raise its full-year revenue and profit forecasts 148. Key Drivers of the Surge Massive Revenue Beat & Accelerated Growth: Q2 revenue hit $19.35 billion , representing a staggering +93% year-over-year growth . This was $1.3 billion above the consensus estimate of ~$18.02 billion 158. The company's growth rate is accelerating dramatically from an already high base. U.S. Commercial Business Explodes: The standout driver was the U.S. commercial segment, where sales surged +149% YoY to $764 million . This significantly beat the analyst estimate of $716.4 million, a figure CE

Once short covering fades, the share price has to be supported by new buyers and continued execution, not forced buying. For Palantir, the key drivers are: Commercial revenue growth. If 100%+ growth persists, the premium valuation becomes easier to justify. Margins and free cash flow. Investors will want operating leverage, not just rapid sales growth. Large AI platform adoption. More enterprise customers deploying AIP at scale would support future earnings. Valuation expectations. After a near 30% jump, even strong results may not prevent volatility if future quarters merely meet expectations. The risk is that short covering can create an overshoot. Once that demand disappears, the stock often enters a period of consolidation while fundamentals catch up. Any sign of slowing growth or weak

$Palantir Technologies Inc.(PLTR)$ fell 6.08% to $123.53 as short-term traders took profits and de-risked ahead of its August 3 post-market earnings report. This pullback creates a negative short-term impact due to broader market anxieties around high software valuations and AI capital expenditure returns, making price swings unpredictable. However, the medium-term core foundation remains intact—driven by solid government and commercial AI contracts—meaning Palantir will need both a revenue beat and strong future guidance to launch a major rally. High options implied volatility (IV, a metric reflecting expected price swings) is now pricing in significant earnings uncertainty. IF YOU ALREADY OWN THE SHARES Action: Consider selling a covered call (s

Once the short squeeze fades, the share price has to be supported by fundamentals rather than forced buying. For Palantir, the key questions are: Can 90%+ revenue growth remain elevated, especially in commercial AI? Can operating margins and free cash flow continue expanding? Can management justify its premium valuation through sustained execution? If growth remains exceptional, investors may be willing to support today's valuation. If growth normalises while expectations stay sky high, multiple compression could outweigh earnings gains. Snap's rally is more fragile. Improving losses and revenue are encouraging, but it still needs to demonstrate durable profitability and stronger advertising growth. Ultimately, short covering accelerates a rally, but it does not create lasting value. Once

It is more likely the latter: two experienced investors managing risk, rather than definitive proof of an AI software inflection. Palantir's results were undeniably strong. Nearly doubling revenue, rapid commercial growth, and expanding profitability strengthen the case that enterprise AI spending is translating into real software revenue, not just infrastructure investment. Snap's results also suggest digital advertising remains resilient. However, Burry reducing a short is not necessarily a bullish call. It can simply reflect risk management after a sharp move. Likewise, Duan Yongping selling puts is a disciplined way to accumulate shares at lower effective prices, not an outright bet that the stock must surge. The bigger confirmation will come if other AI software firms also deliver acc

🌟 Looking Beyond Today’s Price When most investors see a US$10,000 profit which dropped from a max profit of $18000 will feel that I made a mistake  Today, my Palantir position shows a large paper loss on the stock itself, but my options strategy has generated over US$23,600 in cumulative options profits, leaving my overall cumulative profit at more than US$10,800. This clearly shows that investing is not simply about whether the stock price is above or below my average cost. It is about managing the entire position intelligently. Many investors only buy and hope. I prefer to buy, generate income, reduce my cost basis, and stay patient while waiting for the company to continue growing. That is why I am comfortable holding my Palantir shares even during periods of volatility. ⸻ 🤖 Why I

Customer complaints decreased by 30%, new hires were able to work independently within three weeks, and the probation pass rate improved by approximately 15%. These results were achieved by a rural commercial bank with more than 400 branches after adopting products and services from YXT.com Group Holding Limited ( $YXT.COM GROUP HOLDING LIMITED(YXT)$ ). The improvements were driven by the bank’s AI-enabled talent development system. Through AI role-play, AI coaching, intelligent assessment and knowledge operations capabilities, YXT helps banks capture, train and replicate business knowledge, frontline experience and service capabilities. YXT currently serves a number of commercial bank customers, including Tianjin Binhai Rural Commercial Bank and W