Editor: Emanuele Marabella
Tribal knowledge
amit@amitisinvesting
$PLTR
200 REASONS TO REMEMBER THAT THIS COMPANY HAS TAKEN RETAIL INVESTORS ON THE JOURNEY OF A LIFE TIME.
Palantir did this their way. Not by capitulating. Not by listening to analysts. They did it their way.
What’s the Palantir way?
Providing value and only caring about…
Chad Wahlquist @chadwahl
Goldman gets it:
"The TAM may be setting up for another step function change in depth, because of the shift to sovereign AI, bespoke applications, and Palantir's newer verticalization strategy."
"The FDE model is more than simply hiring FDEs; it requires tight feedback loops
1:51 PM · Oct 8, 2026 · 233K Views
122 Replies · 155 Reposts · 2.48K Likes
Arny Trezzi@arny_trezzi
$PLTR back at $200, but way cheaper.
2:13 PM · Oct 8, 2026 · 52K Views
17 Replies · 40 Reposts · 659 Likes
Chad Wahlquist@chadwahl
"Mounting frustration around the disconnect between increasingly intelligent models and their ability to produce useful real-world results."
"Less about winning individual software applications and more about becoming the common data, AI, and deployment layer."
"Prioritizing …
3:00 PM · Oct 9, 2026 · 99.3K Views
15 Replies · 41 Reposts · 323 Likes
Chad Wahlquist@chadwahl
Goldman gets it:
"The TAM may be setting up for another step function change in depth, because of the shift to sovereign AI, bespoke applications, and Palantir's newer verticalization strategy."
"The FDE model is more than simply hiring FDEs; it requires tight feedback loops …
9:42 AM · Oct 8, 2026 · 180K Views
44 Replies · 97 Reposts · 717 Likes
Eliano A Younes@eliano
how Sovereign AI is powering Palantir’s growth 🔁
“companies are realizing, and it equally applies to the government, that you're not gonna pick any one model provider. That actually your sovereignty and agency as an institution comes down to your ability to kind of control and …
2:20 PM · Oct 12, 2026 · 3.69K Views
3 Replies · 13 Reposts · 54 Likes
Chad Wahlquist@chadwahl
Models are a component. Trust comes from the system around them.
A single agent with one big prompt hits an accuracy ceiling the moment the same input has to produce the same answer tomorrow.
Palantir FDEs @PatelVishup and Anchey Peng gave a great talk on building the system …
5:01 PM · Oct 6, 2026 · 7.85K Views
11 Replies · 16 Reposts · 178 Likes
Chad Wahlquist@chadwahl
Great interview with our very own @jordanchirsch about the Meritocracy Fellowship this morning.
“There were so many talented kids who didn’t quite fit the very rigid and narrow shape that our finest educational institutions had set out for them.”
“It’s a real benefit to our…
Chad Wahlquist @chadwahl
Someday you all will be talking about the Meritocracy Fellows like you do the PayPal Mafia and Thiel Fellows
2:49 PM · Oct 5, 2026 · 7.02K Views
5 Replies · 20 Reposts · 174 Likes
Chad Wahlquist@chadwahl
half a trillion 🤯
1:42 AM · Oct 10, 2026 · 38.5K Views
72 Replies · 59 Reposts · 1.18K Likes
Tweet of the week
Eliano A Younes@eliano
I posted these around the office 2 years ago
need to make a new one 😎
6:23 PM · Oct 10, 2026 · 13.6K Views
18 Replies · 25 Reposts · 455 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