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$PLTR

Palantir Technologies
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Palantir develops data-integration and AI software for governments and large organizations.

sentiment mix
bull 86%bear 1%neu 13%

signal summary

latest high-conviction thesis
Lonsdale: Palantir's valuation surged 10x to over $300B on AI wave, exemplifying industrial revolution▾

Palantir's valuation has jumped from $30-40B pre-AI to over $300B, a 10x increase driven by AI adoption across industries, illustrating the massive wealth creation in this industrial revolution.

joe lonsdaleT1Bloomberg Tech2026-07-13
confidence 88 / 100impact High
key themes
  • AI Economics & Business Models49%
  • AI Infrastructure44%
  • AI Applications26%
  • Enterprise AI Adoption26%
  • AI Drug Discovery22%

bull thesis · 84

89 / 100
  • •Palantir called at $7: ontology velocity model with no competition
  • •Doug and Vib confirm Palantir Foundry as manufacturing backbone: surprisingly easy adoption across supply chain, MRP, and logistics
  • •ARKW holds Palantir as platform-as-a-service exposure in AI-focused fund

bear thesis · 1

27 / 100
  • •European nations move to replace Palantir over Trump alignment, French intelligence swaps to local provider

company research · 8 videos

mentions · 100

Antonio LinaresI called palantir at $7 and amd at $4.2. this is next1 mentions · 1▲ 0▼ 0○ · 10 days ago
0:008:0017:0026:0035:00
Sourcery VCSaronic’s 4 Co-Founders: $9.25B Company, $3B+ Port Alpha, $2.6B Raised1 mentions · 1▲ 0▼ 0○ · 15 days ago
0:003:007:0011:0015:00
Sequoia CapitalMaking Cities Awesome: Peregrine’s Nick Noone & Ben Rudolph1 mentions · 0▲ 0▼ 1○ · 24 days ago
0:0012:0025:0037:0050:00
The InformationHow Apple Stumbled Into AI Hardware Success, Salesforce Revamps AI Pricing, AI Homebuilder Company1 mentions · 1▲ 0▼ 0○ · 24 days ago
0:005:0010:0015:0020:00
The InformationRanking AI Labs on Safety, AT&T’s Open-Source Pivot, Stripe to Buy AI Marketplace OpenRouter1 mentions · 0▲ 0▼ 1○ · last month
0:007:0015:0022:0030:00
The InformationInside Kalshi’s $4B+ in Annualized Revenue, Chip Infrastructure Startup Eliyan Hits Unicorn Status3 mentions · 3▲ 0▼ 0○ · last month
0:0010:0020:0030:0040:00
20VCCanva Slashes Growth | Demis Hassabis & Jeff Dean: Talent Exodus at Google | Musk's $55B Terrafab3 mentions · 3▲ 0▼ 0○ · last month
0:007:0015:0022:0030:00
Bloomberg TechPalantir Surges as AI Demand Accelerates | Bloomberg Tech 8/4/20262 mentions · 2▲ 0▼ 0○ · 2 months ago
0:003:007:0011:0015:00
Bloomberg TechAlibaba's New Model, Amazon's AI Win and Apple's Next Chapter | Bloomberg Tech 8/3/20262 mentions · 0▲ 0▼ 2○ · 2 months ago
0:006:0012:0018:0025:00
Peter H. DiamandisJensen Huang Launches an Open AI Alliance, Anthropic & OpenAI Team Up in DC, Kimi K3 Goes Global2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
Kleiner PerkinsKleiner Perkins at RAISE Summit 2026: Building Applied Intuition with Qasar Younis & Mamoon Hamid1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:006:0012:0018:0025:00
TBPNOpen Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:002:005:007:0010:00
Antonio Linaresmy next palantir at $72 mentions · 2▲ 0▼ 0○ · 2 months ago
0:002:005:007:0010:00
Bloomberg TechNvidia Sparks Renewed Circular Financing Concerns with New Deals | Bloomberg Tech 7/27/20261 mentions · 0▲ 1▼ 0○ · 2 months ago
0:0010:0020:0030:0040:00
Joe LonsdaleAmerica’s $700 Billion Defense Tech Rebuild2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
itnigOpenAI, Anthropic y Mistral: la guerra por controlar la IA | Última Tertulia de Itnig2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:0022:0045:001:07:001:30:00
Sourcery VCHow BlackRock’s Tony Kim Thinks About Investing in the AI Revolution1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0016:0032:0048:001:05:00
Scaling EuropeExpeditions back Europe's defence startups with €197m fund: Stanislaw Kastory and Mikolaj Firlej1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:003:007:0011:0015:00
All-In PodcastMark Cuban on the AI Bubble: Who Actually Gets Wiped Out?1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:003:007:0011:0015:00
Antonio Linaresbigger than amd at $4.2 and palantir at $73 mentions · 3▲ 0▼ 0○ · 2 months ago
0:006:0012:0018:0025:00
Sourcery VCData is Back: MongoDB, Databricks, Snowflake1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:007:0015:0022:0030:00
Joe LonsdaleHow Trump is Upgrading America1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0010:0020:0030:0040:00
Antonio Linarespalantir is collapsing and nobody understands why1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:002:005:007:0010:00
TBPNTML Inkling, California Forever? TSMC Capex, Tokenomics, Roblox1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:0010:0020:0030:0040:00
All-In PodcastThe Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:0012:0025:0037:0050:00
Bloomberg TechAI Selloff, Apple vs. OpenAI & the Future of Defense Tech | Bloomberg Tech 7/13/20262 mentions · 2▲ 0▼ 0○ · 2 months ago
0:0011:0022:0033:0045:00
Antonio Linaresmy next stock picks after AMD and Palantir1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:002:005:007:0010:00
Peter H. DiamandisClaude is Conscious, Fable 5’s Gov’t Deal, and Sam Altman offers 5% of OpenAI | #2692 mentions · 2▲ 0▼ 0○ · 3 months ago
0:0022:0045:001:07:001:30:00
Asymmetric InvestingWhy This Zeta Palantir Deal is Bigger Than It Looks1 mentions · 0▲ 0▼ 1○ · 3 months ago
0:002:005:007:0010:00
Antonio Linaresthis company is palantir for healthcare 1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:002:005:007:0010:00
Scaling EuropeBREAKING: Alta Ares just raised $50m: Hadrien Canter, CEO and Co-founder of Alta Ares1 mentions · 0▲ 0▼ 1○ · 4 months ago
0:005:0010:0015:0020:00
itnigSaaS, IA y venture capital: la nueva ronda de Factorial1 mentions · 0▲ 0▼ 1○ · 4 months ago
0:005:0010:0015:0020:00
Antonio Linareswe have to talk about hims and duolingo...1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:005:0010:0015:0020:00
Antonio Linaresthe most asymmetric bet in history1 mentions · 0▲ 0▼ 1○ · 4 months ago
0:002:005:007:0010:00
Antonio Linaresthis changes everything for nvidia, amd, palantir and iren1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:005:0010:0015:0020:00
Antonio Linaresbigger than palantir at $7 and amd at $4.21 mentions · 1▲ 0▼ 0○ · 4 months ago
0:002:005:007:0010:00
Kleiner PerkinsWhat It Takes to Build a Generational Company | Anduril’s Trae Stephens1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:0015:0030:0045:001:00:00
Antonio Linarespalantir today is like nvidia in 20161 mentions · 1▲ 0▼ 0○ · 4 months ago
0:003:007:0011:0015:00
Joe LonsdalePalantir CTO: We Need More Heretics1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:003:007:0011:0015:00
Antonio Linaresduolingo is quietly becoming something else1 mentions · 0▲ 0▼ 1○ · 5 months ago
0:002:005:007:0010:00
Kleiner PerkinsHow AIG Is Reinventing Insurance With AI | Peter Zaffino1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:0011:0022:0033:0045:00
Antonio Linaresthis is bigger that palantir at $71 mentions · 1▲ 0▼ 0○ · 5 months ago
0:002:005:007:0010:00
itnigBitcoin, Tecnología, regulación y dinero: una tertulia con Leif Ferreira1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:0020:0040:001:00:001:20:00
Antonio LinaresI’m up 80x on AMD1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:003:007:0011:0015:00
Joe LonsdaleHow to Turn $15K Into $1M in 20261 mentions · 0▲ 0▼ 1○ · 6 months ago
0:0010:0020:0030:0040:00
Antonio Linaresthe investor who called palantir at $7 is now buying peptides1 mentions · 1▲ 0▼ 0○ · 6 months ago
0:005:0010:0015:0020:00
Antonio LinaresI Was Early on Palantir. Hims Is My Next Bet.1 mentions · 1▲ 0▼ 0○ · 6 months ago
0:002:005:007:0010:00
Joe LonsdaleHow AI Agents Are Creating 12X Productivity Gains2 mentions · 2▲ 0▼ 0○ · 6 months ago
0:0012:0025:0037:0050:00
Antonio LinaresEarly AMD Investor Explains: The Next Tech Stock Rally is Coming.1 mentions · 1▲ 0▼ 0○ · 6 months ago
0:002:005:007:0010:00
Antonio LinaresEarly Palantir Investor: "Biology is the Next AI.”1 mentions · 1▲ 0▼ 0○ · 6 months ago
0:002:005:007:0010:00
Antonio LinaresImportant WARNING to Hims Investors: The Timeline is Accelerating.1 mentions · 1▲ 0▼ 0○ · 6 months ago
0:003:007:0011:0015:00
Joe LonsdaleExposing a Billion Dollar Fraud Scandal (Using Palantir)1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:007:0015:0022:0030:00
Antonio LinaresHims is Not What You Think It Is...1 mentions · 0▲ 0▼ 1○ · 7 months ago
0:002:005:007:0010:00
Scaling EuropeSisyphus Ventures €20m fund backing defence founders: Louise Boucher, Founder and Managing Partner.1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:003:007:0011:0015:00
Joe LonsdaleWhy this Billionaire Just Took Over NASA1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:002:005:007:0010:00
Antonio LinaresUrgent Warning to Duolingo Investors: The Opportunity of a Lifetime is Coming.1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:003:007:0011:0015:00
Antonio LinaresNvidia and AMD Just Did the Unthinkable: A Massive Event is Coming in 2026.1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:002:005:007:0010:00
Antonio LinaresHims: A Once in A Lifetime Event is Coming in 2026.1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:005:0010:0015:0020:00
Antonio LinaresIMPORTANT WARNING: Palantir Just Did the Unthinkable.1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:002:005:007:0010:00
Antonio LinaresThe Secret Tech Shift That Will Kill 90% of Software Companies1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:002:005:007:0010:00
Joe LonsdaleTop Tech Investors: This AI Wave Is 10X Bigger Than SaaS1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:005:0010:0015:0020:00
Antonio LinaresThe AI Stock Collapse Will Make Billionaires.1 mentions · 1▲ 0▼ 0○ · 8 months ago
0:002:005:007:0010:00
Antonio LinaresGoing All In On Palantir, Hims and Duolingo w/Christian Darnton1 mentions · 1▲ 0▼ 0○ · 8 months ago
0:002:005:007:0010:00
Antonio LinaresThe Market is Wrong About Hims (Again)1 mentions · 1▲ 0▼ 0○ · 8 months ago
0:006:0012:0018:0025:00
Antonio LinaresWe Have to Talk About Palantir Very Seriously... And is Duolingo A Mistake?1 mentions · 1▲ 0▼ 0○ · 8 months ago
0:002:005:007:0010:00
Antonio LinaresTesla IS The Physical Internet1 mentions · 1▲ 0▼ 0○ · 8 months ago
0:003:007:0011:0015:00
Antonio LinaresHow I Invested in Palantir, AMD and Tesla Early1 mentions · 1▲ 0▼ 0○ · 8 months ago
0:003:007:0011:0015:00
Antonio LinaresAMD Lisa is the Best Non-Founder CEO, The AI Bubble, Hims Is the Future of Healthcare w/ Thomas1 mentions · 1▲ 0▼ 0○ · 8 months ago
0:007:0015:0022:0030:00
Antonio LinaresHims Is Only Getting Started...1 mentions · 1▲ 0▼ 0○ · 9 months ago
0:005:0010:0015:0020:00
Joe LonsdalePentagon Chief: 6 Weapons That Will Prevent WW31 mentions · 1▲ 0▼ 0○ · 9 months ago
0:003:007:0011:0015:00
Antonio LinaresBetting My Entire Net Worth On Palantir, AMD, Hims, Duolingo, Tesla And...1 mentions · 1▲ 0▼ 0○ · 9 months ago
0:003:007:0011:0015:00
Antonio LinaresHims and Duolingo are Trillion Dollar Companies in the Making1 mentions · 1▲ 0▼ 0○ · 9 months ago
0:002:005:007:0010:00
Antonio LinaresHow This Millionaire Retail Investor Went from $28K to $2M in the Stock Market1 mentions · 1▲ 0▼ 0○ · 9 months ago
0:006:0012:0018:0025:00
Antonio LinaresHims Is About to Trigger the Biggest Healthcare Shift in 100 Years1 mentions · 1▲ 0▼ 0○ · 9 months ago
0:002:005:007:0010:00
Antonio Linares“Is This the Next Palantir? The Signs Are Getting Hard to Ignore…”1 mentions · 1▲ 0▼ 0○ · 10 months ago
0:002:005:007:0010:00
Antonio LinaresDuolingo’s Revenge: The 70%+ Collapse That Won’t Age Well.1 mentions · 1▲ 0▼ 0○ · 10 months ago
0:005:0010:0015:0020:00
Antonio Linares“Dan Ives: What’s Coming Next in AI Will Shock Everyone”1 mentions · 1▲ 0▼ 0○ · 10 months ago
0:002:005:007:0010:00
Antonio LinaresHow to Make 25X Your Money In the Stock Market: Early Palantir Investor Explains.1 mentions · 1▲ 0▼ 0○ · 10 months ago
0:005:0010:0015:0020:00
The InformationARK Invest’s Brett Winton on AI’s Next Phase, Amazon Pharmacy Ambitions, iPhone Delay | Nov 11, 20251 mentions · 1▲ 0▼ 0○ · 11 months ago
0:005:0010:0015:0020:00
Antonio Linares"We've Been in a Bear Market for The Past 3 Years."1 mentions · 1▲ 0▼ 0○ · 11 months ago
0:003:007:0011:0015:00
Antonio Linares"Michael Burry is WRONG About AI Stocks"1 mentions · 1▲ 0▼ 0○ · 11 months ago
0:006:0012:0018:0025:00
Antonio Linares"Value Investors Will Stay Poor": Why They're Wrong About AI Stocks.1 mentions · 1▲ 0▼ 0○ · 11 months ago
0:002:005:007:0010:00
Antonio Linares"AMD’s Free Cash Flow Is About to Explode"1 mentions · 1▲ 0▼ 0○ · 11 months ago
0:003:007:0011:0015:00
Antonio Linares"Amazon, Palantir and Duolingo Stock Will Make MILLIONAIRES"1 mentions · 1▲ 0▼ 0○ · 11 months ago
0:003:007:0011:0015:00
Antonio LinaresPalantir is a $20T Company in the Making. Early Palantir Investor Explains.1 mentions · 1▲ 0▼ 0○ · 11 months ago
0:002:005:007:0010:00