$Palantir Technologies Inc.(PLTR)$ Looks like it's really moving up now.

$Palantir Technologies Inc.(PLTR)$ Traders act on momentum and emotion. Sometimes it works, sometimes it doesn't. Investors look for best-in-class companies with strong moats, accelerating sales, earnings, margins, and solid leadership. The company does the heavy lifting. My time horizon is over three years. A lot can and will happen in that timeframe. PLTR's stock is all over the place, but from an operational perspective, it's moving in only one direction.

$Zeta Global Holdings Corp.(ZETA)$ The stock is trading around $20, while Street price targets are higher: average around $29, with a high target near $44. That implies roughly 45% upside to the average target, and over 100% to the high target. On valuation, it's about a $4.7B market cap, trading at ~2.6x 2026 sales and ~12x 2026 adj. EBITDA. Catalysts to watch include the Athena platform expansion, exposure to the OpenAI partnership, and the collaboration with $Palantir Technologies Inc.(PLTR)$  to rebuild Zeta Data Cloud. The Palantir deal could contribute over $100M in annual revenue. The key takeaway for me is that the price hasn't fully reflected the narrative shift yet. The market seems to

$Palantir Technologies Inc.(PLTR)$ Wow, really ripping now.

$Palantir Technologies Inc.(PLTR)$ This kind of headline reinforces why this name trades at a premium multiple. The U.S. Army locking in a foundational data architecture for NGC2 isn't a one-off contract win; it's structural embedding. When Foundry becomes the data backbone and integrates with systems like Anduril's Lattice, it shifts Palantir from "software vendor" to "mission infrastructure layer." That distinction matters for how the market prices long-term revenue visibility and contract durability. This isn't happening in isolation either. You have $Lockheed Martin(LMT)$  and other defense primes in the ecosystem, which suggests this is a multi-layer defense stack rather than a single vendor

$Palantir Technologies Inc.(PLTR)$  Getting another real-world validation angle here. Karp highlighting $Zeta Global Holdings Corp.(ZETA)$  using Ontology to build a next-gen marketing environment is basically another step in Palantir pushing its framework deeper into commercial AI stacks. This is less about hype and more about integration. Ontology keeps showing up as the layer companies use when they want AI utility without losing control of data risk. Not a price call here, just another signal that PLTR is embedding itself into actual enterprise workflows, not just selling vision.

$Palantir Technologies Inc.(PLTR)$  Palantir looks like it has room to go to $115 before we could see a decent bullish reversal or technical bounce. The software rout won't last forever!

$Palantir Technologies Inc.(PLTR)$ The market hive mind is a petulant child. Last year people were chasing this at 190, and now they're panic dumping. Price will ultimately follow earnings. Shut out the noise, buy and hold. Just relax.

Software has been out of favor in 2026, but quality is still quality. The Rule of 40 is quietly highlighting where durability and operational efficiency remain strongest. $Palantir Technologies Inc.(PLTR)$  - 119% $Rubrik Inc.(RBRK)$  - 65% $Figma(FIG)$  - 62% $Veeva(VEEV)$  - 61% $Datadog(DDOG)$  - 56% Out of favor doesn't mean broken. It often means mispriced. And mispriced quality is where long-term alpha begins to form.

Regarding the partnership between $Palantir Technologies Inc.(PLTR)$  and Shift4 Payments, the information is accurate. FOUR has officially partnered with Palantir Technologies and is utilizing its software platforms for analytics, business intelligence, and productivity improvements. Specifically, Shift4 initially selected Palantir Foundry to streamline its internal data analytics and business intelligence protocols. The company's leadership confirmed they have fully integrated Palantir's "mission control" architecture alongside xAI's Grok to drive operational efficiency. According to Shift4's earnings call documentation, the inclusion of these advanced tools has led to a major surge in development, including a doubling of output within thei

$ARM Holdings(ARM)$ I'd probably go with KLAC. The more advanced and expensive semiconductor manufacturing gets, the less optional process control and yield management become. ARM and TSM might grab more attention, but KLAC benefits from the complexity of the whole industry, rather than needing one specific chip architecture or foundry strategy to win out. Curious whether you see KLAC as the lower-risk pick here, or if TSM's scale still gives it the better setup for the 3–5 year timeframe.

$Palantir Technologies Inc.(PLTR)$ With all these huge new data centers coming online, who's going to manage all this massive AI data? Palantir.

$Palantir Technologies Inc.(PLTR)$ If you remove the self-righteous, baseless negativity from the discussion and just look at the company itself, it's positioned to be one of the top 10, maybe even top 5 most important companies on Earth in the next 5-10 years, depending on how quantum computing evolves.

$Palantir Technologies Inc.(PLTR)$ Seeing a bullish divergence. It's slowly climbing out of oversold territory. Looking to test $160.

$ARM Holdings(ARM)$ Baird raised its price target to $900.

$Charter(CHTR)$ Back in 2013, Charter's stock price was the same as it is now. They did 8 billion in revenue then, compared to 55 billion now. The stock market seems upside down. I've seen companies IPO with larger market caps and under a billion in revenue. It's crazy. $Palantir Technologies Inc.(PLTR)$  is a perfect example.

$Palantir Technologies Inc.(PLTR)$  RMTG highlighted future ISSCA AI integration as part of a roadmap combining physician networks, digital platforms, and clinical intelligence. It continues benefiting from data-driven platforms and AI-enabled decision tools.

$Ondas Holdings Inc.(ONDS)$ They're launching LADOS, a unified command-and-control layer that connects sensors, drones, robots, and effectors for autonomous defense missions. Paired with SkyWeaver, the Ondas $Palantir Technologies Inc.(PLTR)$  powered AI layer, LADOS helps move the company from individual drone products toward a broader systems-of-systems defense platform.

$Palantir Technologies Inc.(PLTR)$ Today's move was exactly what was needed to start the next leg and climb past $163.

$ARM Holdings(ARM)$ Shorts will lose on this stock. Next target price is 360+.