Editor: Emanuele Marabella
Last week:
Palantir organized a 2nd Sovereignty Bootcamp in less than a month with ~100 attendees. Customer speakers included NVIDIA, Novartis, Cisco, NATO, McCarthy Building Companies, Ondas Sentinel, Rackspace Technology, and others.
Tribal knowledge
Chad Wahlquist@chadwahl
"All in, we reiterate our Buy rating and $200 TP, as Palantir continues to stand apart in its ability to convert AI demand into measurable customer value while delivering a rare combination of growth and profitability."
"The Bootcamp reinforced our view that the Ontology, AIP,
8:44 PM · Aug 20, 2026 · 33K Views
14 Replies · 26 Reposts · 256 Likes
Chad Wahlquist@chadwahl
I think 90% of the conversations I am having with executives in the last two weeks they have told me they are reducing spend on tokens and moving to open weight models.
3:23 PM · Aug 21, 2026 · 377K Views
72 Replies · 85 Reposts · 871 Likes
Jack Prescott@JackPrescottX
$PLTR New article | “Palantir cashes in on paranoia as bosses swap Hamptons for bootcamp” | Including comments from @chadwahl
“Alex Karp, the chief executive of Palantir Technologies, acknowledged on Wednesday the paranoia of business leaders who were choosing to spend a hot
4:29 PM · Aug 20, 2026 · 8.28K Views
5 Replies · 22 Reposts · 162 Likes
Chad Wahlquist@chadwahl
Sovereignty is more than just picking models, ZDR or who can do what.
Sovereignty is the systems level design of your organization at all levels.
12:26 PM · Aug 21, 2026 · 6.78K Views
10 Replies · 14 Reposts · 195 Likes
Chad Wahlquist@chadwahl
You can import and export YOUR Ontology, after all it is yours.
3:02 PM · Aug 21, 2026 · 6.63K Views
5 Replies · 9 Reposts · 227 Likes
Chad Wahlquist@chadwahl
Ontology Is All You Need
9:31 PM · Aug 18, 2026 · 67.2K Views
37 Replies · 63 Reposts · 792 Likes
Eliano A Younes@eliano
if your girl is:
-private
-doesn’t drain your wallet
-lets you fine-tune her however you want
that’s not your girl, that’s an open weight model
5:50 PM · Aug 21, 2026 · 22.1K Views
20 Replies · 16 Reposts · 301 Likes
Fernando Pertini@DecodeMarkets
Tom Lee made a very interesting point in Thursday’s @fundstrat Macro Minute.
The first leg of the AI trade was upstream: semiconductors, memory, infrastructure.
Those trades had extraordinary runs and are now correcting
What is gaining traction now is downstream.
Software.
12:37 PM · Aug 22, 2026 · 26K Views
14 Replies · 63 Reposts · 306 Likes
Tweet of the week
Aria Radnia 🇮🇷@ariaradnia
Whoever made this video is a comedic genius
5:06 PM · Aug 20, 2026 · 822K Views
128 Replies · 847 Reposts · 6.51K Likes
Yours,
Arny
Reach me:
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
One filed shift under the sovereignty theme: Commercial grew 110% Y/Y to 49% of revenue - nearly catching Government at $990M. Revenue $1.9B, up 93%; net income $1.1B at a 55% margin, effective tax rate 1.4%. All from the 10-Q.