⏰ Ahead of Earnings | Palantir Bullets #192
AI = Aligned Incentives
Editor: Emanuele Marabella
Last week:
Palantir had its first Sovereignty Bootcamp with +150 customers:
Palantir@PalantirTech
Palantir CEO Alex Karp kicked off our first Sovereignty Bootcamp, bringing together 150+ customers to share how they are owning their alpha with Palantir and why sovereign AI will be the most important wave of the AI revolution.
Watch his full intro remarks below.
10:48 PM · Jul 27, 2026 · 90.3K Views
55 Replies · 133 Reposts · 1.13K Likes
Tribal knowledge
amit@amitisinvesting
Palantir CEO Alex Karp spent some time with me at the company's Institutional Sovereignty bootcamp and explained why Open Source AI is so important to the broader AI revolution:
"Honestly, many of our partners are saying no ontology no love, it's similar to no glove no love. You
8:29 PM · Jul 27, 2026 · 308K Views
170 Replies · 204 Reposts · 2.81K Likes
Palantir@PalantirTech
Dr. Karp speaks to Palantirians on the Sovereign AI revolution.
4:09 PM · Jul 30, 2026 · 2.03M Views
97 Replies · 182 Reposts · 1.9K Likes
Palantir@PalantirTech
Many have asked us for guidance on how to make sure their alpha stays in their business.
Below is a document we’ve prepared identifying key legal traps in hosted AI model agreements.
AI Sovereignty is your Alpha.
blog.palantir.com
AI Sovereignty is Your Alpha: How to Avoid Transferring Your Alpha to a Hosted Model Provider
1:02 PM · Jul 27, 2026 · 107K Views
42 Replies · 137 Reposts · 951 Likes
Mike@MikeLongTerm
$PLTR CTO @ssankar on Fox Business before Q2 ER🆕
@PalantirTech on New Era of Air & Missile defense tech
We are focused on turning token into economic value.
AI role is to give wokers superpower
Source: Fox Business
Mike @MikeLongTerm
$PLTR Q2 2026 Comprehensive Earning Preview 🧵
@PalantirTech Q2 2026 Earning Result is scheduled for Monday, August 3, 2026, after the U.S. market close, with a webcast at 5:00 PM ET.
Palantir is projected to move 8-15% After ER is released!
Company guided:
Revenue https://t.co/9F84mxs1x0
10:06 PM · Aug 2, 2026 · 11.1K Views
2 Replies · 9 Reposts · 101 Likes
Chad Wahlquist@chadwahl
My thoughts after spending a day with 101 companies at our Sovereignty Bootcamp:
Software companies force them into a box, then present a false trade off. Do I standardize my business process into the same definition as everyone else, or do I customize and take on technical debt
Palantir @PalantirTech
Palantir CEO Alex Karp kicked off our first Sovereignty Bootcamp, bringing together 150+ customers to share how they are owning their alpha with Palantir and why sovereign AI will be the most important wave of the AI revolution.
Watch his full intro remarks below.
10:57 AM · Jul 28, 2026 · 21.1K Views
14 Replies · 37 Reposts · 245 Likes
Chad Wahlquist@chadwahl
What Sovereignty Looks Like:
Fine-tuned Nemotron models -> Running in Palantir AIP -> Running on @nvidia GPUs -> In an @armada_ai container -> Dropped anywhere in the world
Freedom to own your destiny and protect your sovereignty 💪
Chad Wahlquist @chadwahl
Shipping containers full of B300s + open weight models + Palantir AIP running anywhere in the world managed by Apollo 🔥
We showed this off last fall as part of our Sovereign AI OS reference architecture.
Everyone is talking, we have been delivering. https://t.co/JcCaqxuu6e
9:54 PM · Jul 30, 2026 · 18.7K Views
14 Replies · 35 Reposts · 316 Likes
Chad Wahlquist@chadwahl
“We have a huge amount of human agency here. We should not unilaterally cede that through a lack of imagination.” - @ssankar
The AI conversation spends too much time asking what AI will do.
The better question is what WE choose to do with it.
AI should amplify human agency,
7:47 PM · Jul 31, 2026 · 8.34K Views
7 Replies · 19 Reposts · 164 Likes
Chad Wahlquist@chadwahl
What important truth do very few people agree with you on? :
The most important AI alignment is actually being on the side of your customers.
AI = Aligned Incentives
12:33 PM · Jul 30, 2026 · 3.63K Views
6 Replies · 6 Reposts · 105 Likes
DV47@DeepValue47
HD Hyundai is launching a major initiative to modernize U.S. shipyards.
HD Korea Shipbuilding & Offshore Engineering, the intermediate holding company for HD Hyundai's shipbuilding business, said on Monday, July 29, that it recently signed a memorandum of understanding (MOU)
3:03 AM · Jul 30, 2026 · 493 Views
1 Reply · 2 Likes
Crossroads@Dr_Crossroads
$PLTR Palantir publishes their rule of 40 (or rule of 140) score each quarter. This combines adjusted operating margin with revenue growth.
I'm expecting 84% Y/Y revenue (and it may come in higher). Operating margins continue to scale as Palantir becomes more profitable. It's
10:39 PM · Aug 2, 2026 · 9K Views
10 Replies · 10 Reposts · 139 Likes
Tweet of the week
DV47@DeepValue47
Palantir is a $47 stock
1:15 AM · Jul 31, 2026 · 10.8K Views
5 Replies · 2 Reposts · 67 Likes
Yours,
Arny
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Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products