😳 Trump Endorses Palantir | Bullets #176

"Just ask our enemies!!!"

Editor: Emanuele Marabella

Last week:

• Palantir’s stock dropped ~15% as Michael Burry tweeted (and deleted) that “Anthropic is eating Palantir’s lunch”:

  

• David Sacks at the All In podcast disagreed on the recent SaaS selloff:

“Does all that value get eaten by the model companies, or do applications get turbocharged? I guess you can say that Palantir is one of them. It’s an application company that has been turbocharged by these models.”- David Sacks

amit@amitisinvesting

$PLTR David Sacks on the SaaS selloff: “I think the market is probably being too harsh here. The most important question is now at the application layer of the stack. Does all that value get eaten by the model companies, or do applications get turbocharged? I guess you can say

3:22 PM · Apr 11, 2026 · 190K Views

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84 Replies · 95 Reposts · 1.36K Likes

• Citi also disagreed, iterating its Palantir target at $260:

“Palantir is one of a number of software players “demonstrating clear growth acceleration, often supported by consumption-based models.” - Citi

Palantir OG@PalantirOg

$PLTR X @Citi Why Citi Is Betting on Palantir and Microsoft as the Software Stock Slump Refuses to Let Up 👀⬇️ In Citi’s view, Palantir is one of a number of software players “demonstrating clear growth acceleration, often supported by consumption-based models.” The analysts

1:14 PM · Apr 10, 2026 · 36.4K Views

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1 Reply · 26 Reposts · 179 Likes

• Palantir won a sole contract for FAALC data modernization and AI integration:

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

Gokarp @PLTRs_Palantir

Guess who’s asking for more Palantir without saying Palantir. The FAA The FAA is looking for a solution that will help with Data Modernization and AI Integration. They specifically say the system should act as an Ontology-driven Foundry Operating system, unifying complex,

10:28 AM · Apr 10, 2026 · 31.1K Views

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11 Replies · 58 Reposts · 334 Likes

Tribal knowledge

Yahoo Finance@YahooFinance

Michael Burry saying Anthropic was "eating" $PLTR was "like fire in a crowded theater," Wedbush Securities managing director @DivesTech says. "That is just stroking fear," but it creates a "massive opportunity" to own one of the key leaders in the AI revolution, he added.

2:13 PM · Apr 10, 2026 · 176K Views

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43 Replies · 94 Reposts · 729 Likes

Dan Ives@DivesTech

We believe the take that Anthropic is eating PLTR's lunch, (amplified by Michael Burry's now-deleted post on X earlier today), is the wrong take and fictional narrative (in our view) as Palantir is at the epicenter of leaders in the AI Revolution. Core AI winner and tech leader🐂

10:38 PM · Apr 9, 2026 · 193K Views

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166 Replies · 253 Reposts · 2.18K Likes

Bearlovesbull@Bearlovesbull

Mr. Burry deleted the last post where I questioned the $PLTR Anthropic ARR comparison. Giving the benefit of the doubt that it was by mistake. This is what I think about $PLTR and why I strongly disagree with the short thesis. I will write another article about it because

4:15 AM · Apr 9, 2026 · 15.8K Views

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12 Replies · 26 Reposts · 195 Likes

Brian Sozzi@BrianSozzi

The @DivesTech on tech winners being on sale:

9:06 AM · Apr 13, 2026 · 2.46K Views

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5 Replies · 2 Reposts · 8 Likes

Akshay Krishnaswamy@hyperindexed

One way to think about Palantir AIP: how do you treat the enterprise the way that developers treat code? This requires a maximalist vision, where both humans and agents get more capable over time.

11:59 AM · Apr 9, 2026 · 7.83K Views

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5 Replies · 17 Reposts · 145 Likes

The All-In Podcast@theallinpod

Palantir Exec Responds to Surveillance State Allegations @friedberg: “ There's a lot that's said about Palantir enabling a surveillance state. I just want to give you a chance to respond to that.” Palantir CTO Shyam Sankar (@ssankar): “ We don't collect data, we don't have

5:41 PM · Apr 7, 2026 · 44.1K Views

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17 Replies · 41 Reposts · 307 Likes

Heisenberg@Mr_Derivatives

$IGV and $QQQ were basically conjoined twins for 25 straight years. Since IGV's inception really. But something happened around Nov 2025 that began the decoupling of the two and is only getting wider today... I'm sure we all have a hunch on what it is.. But interesting chart!

10:57 PM · Apr 11, 2026 · 26K Views

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18 Replies · 7 Reposts · 102 Likes

The Icahnist@TheIcahnist

Tech valuations have compressed from 40x to 20x We are back at levels last seen before the AI boom began.

2:04 PM · Apr 12, 2026 · 4.02K Views

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5 Replies · 5 Reposts · 58 Likes

Tweet of the week

Is this the biggest endorsement of all time?

amit@amitisinvesting

thanks Trump, I agree as well

2:36 PM · Apr 10, 2026 · 284K Views

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303 Replies · 256 Reposts · 3.67K 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.