💫 "Lifetime Investment Opportunity" | Palantir Bullets #191
Dominating shipbuilding.
Editor: Emanuele Marabella
Tribal knowledge
Chad Wahlquist@chadwahl
Oh I love earnings season 🚀
“higher levels of production and more stable and more optimized schedules at the mills, thanks to our work with Palantir, we are going to continue to bring these costs down.”
What do we do? Deliver Outcomes
2:10 PM · Jul 23, 2026 · 6.52K Views
11 Replies · 15 Reposts · 130 Likes
Saronic@Saronic
Today, we're announcing a strategic partnership with Samsung Heavy Industries to accelerate the development of autonomy-capable maritime systems and technologies that strengthen America's shipbuilding industrial base.
Building on our shared strengths in maritime autonomy and
7:55 PM · Jul 23, 2026 · 1.92K Views
1 Reply · 9 Reposts · 93 Likes
DV47@DeepValue47
HD Hyundai signed a definitive agreement with global engineering company Siemens for the adoption of the ‘Next-Generation Marine Platform’ during the opening ceremony of the Korea-U.S. Shipbuilding Partnership Center in Washington, D.C. on Thursday, July 23rd
The agreement marks
5:13 AM · Jul 24, 2026 · 2.5K Views
1 Reply · 7 Reposts · 24 Likes
Ark Invest Tracker@ArkkDaily
CATHIE WOOD SAYS AI IS THE BIGGEST INVESTMENT OPPORTUNITY OF OUR LIFETIME
She says the real disruption test is which companies actually change how they work:
- ARK itself uses Palantir $PLTR to understand how portfolio companies deploy AI, and is hiring young, AI-native talent
1:00 PM · Jul 23, 2026 · 14.6K Views
7 Replies · 9 Reposts · 97 Likes
Gokarp@PLTRs_Palantir
Palantir received $9.5M from the Department of Transportation this morning
This $9.5M is for 6 months (ends Feb 2027) the money comes from a larger contract vehicle, $575M GSA contract that expires Feb 2029. Out of the $575M, $426M has been obligated.
The new contract is for
Gokarp @PLTRs_Palantir
Palantir wins sole source contract for FAALC Data Modernization and AI Integration (been waiting since January)
Palantir Technologies Inc. possesses unique, proprietary knowledge of the FAA-configured Foundry environment, including system architecture, data integrations, and https://t.co/hHafM6UFiU
12:28 AM · Jul 21, 2026 · 10.9K Views
3 Replies · 19 Reposts · 194 Likes
Jensen Huang@JensenHuang
Attackers have frontier AI. Defenders need a frontier AI ecosystem—the best open and closed models, force-multiplied by a global community.
During the Hugging Face incident, closed AI blocked essential forensics. An open-weight frontier model helped contain the intrusion.
NVIDIA @nvidia
AI security advances when the industry builds in the open, together.
We're introducing the Open Secure AI Alliance with industry leaders to develop new techniques and tools to safeguard software and agents.
By sharing models, tooling and research in the open, we can broaden the
11:07 AM · Jul 27, 2026 · 1.37M Views
1.2K Replies · 2.03K Reposts · 18K Likes
Atoms Not Bits@AtomsNotBits
BREAKING: @PalantirTech is deploying open-weight AI models at the edge using @armada_ai modular data center infrastructure, combining B300 GPU systems, AIP and Apollo to run sovereign AI in austere environments while maintaining control over sensitive data.
7:43 PM · Jul 26, 2026 · 67.7K Views
20 Replies · 76 Reposts · 780 Likes
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.
Chad Wahlquist @chadwahl
We are going to forward deploy so many open weight models
6:19 PM · Jul 26, 2026 · 87.2K Views
43 Replies · 65 Reposts · 834 Likes
Palantir@PalantirTech
Palantir is proud to support Ukraine.
A segment from Ukraine’s wartime broadcast on our role in helping defend Ukrainian sovereignty:
“A genuine partner during the hardest times of a war for our very existence.”
11:34 AM · Jul 23, 2026 · 8.13M Views
94 Replies · 133 Reposts · 1.9K Likes
Chad Wahlquist@chadwahl
"You may love or you may hate Dr. Karp but the guy is brilliant and whenever he gets criticized he's generally right"
"I'd have your viewers go and do a deep dive on the partnership that Palantir and NVIDIA did this is the definition of of decrease in in token prices via open
6:01 PM · Jul 23, 2026 · 13.1K Views
5 Replies · 23 Reposts · 176 Likes
Eliano A Younes@eliano
“mom and dad, I was quoted in finance book”
“habibi we’re so proud of you. what did you say?”
3:54 PM · Jul 25, 2026 · 15.2K Views
15 Replies · 9 Reposts · 203 Likes
Tweet of the week
Eliano A Younes@eliano
from today’s WSJ…
2:44 PM · Jul 25, 2026 · 60.6K Views
30 Replies · 16 Reposts · 624 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