To The Moon

$Palantir Technologies Inc.(PLTR)$ The most understated bullish detail in the NRED.CSE news is that MetalCore finally delivered something investors can actually grasp. It wasn't just about storing millions of records. They took old reports, known occurrences, geochemistry, and magnetics data, and then pointed to a new exploration idea at Wilmac. That's the reason for my position. If the next surveys reinforce that idea, people will likely look back and call the connection obvious. It's worth looking at the release and piecing it together while the dots are still there to connect.

$Palantir Technologies Inc.(PLTR)$ 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.