To The Moon

Executive Summary In Q1 2026, Token has completed its transition into a standardized industrial commodity. It is no longer an abstract unit of intelligence, but a real-time settlement of electricity consumption and compute depreciation. The core contradiction is clear: API pricing is deflating faster than the underlying physical cost base. This forces a structural reset in profit distribution. Pricing power is migrating away from model producers and concentrating at both ends of the value chain—upstream in infrastructure owners with access to power and deployment capability, and downstream in routing layers that control demand flow. The middle layer simply loses its capacity for margin retention. Upstream Repricing: Power Density as the Only Filter The only relevant metric is rack power de

$Palantir Technologies Inc.(PLTR)$ Palantir just powered through a scorching four-session rally, advancing 4.75% today to close at $142.15 and stacking up more than 14% in gains since the $123.77 low held firm as rock-solid support. 😤 The decisive clearance of the $140 resistance zone has flipped the technical picture bullish, restoring momentum dominance and signaling that sellers are losing control. Michael Burry’s widely discussed thesis — that Anthropic’s Claude agents are “eating Palantir’s lunch” in government AI contracts — is now diverging sharply from actual price action, with the market seemingly pricing in sustained contract wins rather than competitive erosion. Q1 earnings will be the ultimate verdict: a solid government revenue beat c

Hope it can dip further for more people to buy back.

Palantir is headed to $160 a share very bullish 

$Palantir Technologies Inc.(PLTR)$  

$Palantir Technologies Inc.(PLTR)$ gnvhc gn

$Palantir Technologies Inc.(PLTR)$   buy for more

Here's a comprehensive, bullish counter-article based on the title "Burry's AI Obituary is Premature: Why Palantir and Nvidia Are Just Getting Started". It directly addresses Burry's key bearish points (AI bubble akin to dot-com, unsustainable hyperscaler capex, aggressive depreciation assumptions inflating earnings, lack of near-term ROI, and overvaluation of "poster children" like PLTR and NVDA) while highlighting why the long-term structural tailwinds make his shorts vulnerable—especially as we sit in April 2026 with mixed but resilient performance signals.Burry's AI Obituary is Premature: Why Palantir and Nvidia Are Just Getting StartedMichael Burry made headlines in late 2025 with massive put positions against Palantir (PLTR) and Nvidia (NVDA)—over $1 billion notional in puts, concent

$Palantir Technologies Inc.(PLTR)$  Can reclaim back $130 today? [Doubt]  [Gosh]  

Hold on, wait and be patient 

temporary only due to AI trending 

$Palantir Technologies Inc.(PLTR)$ still good with lots of government contracts

Although this is a new industrial revolution, the same old story always plays out. The strongest and most innovative company will survive and come back stronger, while the weak one gets eliminated.

PLTR (Palantir Technologies) did experience a sharp sell-off during the week of April 6–10, 2026, with the stock closing the period around $128 after dropping roughly 15% from its April 7 high near $150 Michael Burry’s comments acted as a major catalyst. The “Big Short” investor posted (then deleted) on X that Anthropic is “eating Palantir’s lunch.” He pointed to Anthropic’s rapid ARR growth (from $9B to $30B in months) via its new “Mythos” model and “Managed Agents,” which he framed as more intuitive and cost-effective than Palantir’s Foundry and AIP platforms. All I want to comment in my humble opinion is that; wait for May 4th which is the date of their Q1 Earnings report.  May the 4th be with Palantir and all those Tigers investing or trading on PLTR   What do you guys think

ita a nice price, especially after not seeing this for quite some time 

🤑🤑🤑🤑🤑

Palantir’s 13% Death Spiral: Is Michael Burry Right, or Is $130 the Ultimate Trap? ​Palantir ($PLTR) just took a brutal beating, tumbling another 7.30% to close at $130.49 and capping off a vicious 13% two-day bleed. The catalyst? Michael Burry’s increasingly loud short thesis that Anthropic—and the broader proliferation of highly capable LLMs—is rapidly eroding Palantir's competitive moat in the government and defense sectors. With the stock now desperately clinging to the critical $130 psychological support level, panic is officially setting in. ​Here is why this selloff is fundamentally different from a standard technical pullback, and what active traders need to watch as we head into a make-or-break Q1 earnings print. ​1️⃣ The Burry Thesis: Is Anthropic the Ultimate Threat? ​The core o

One deleted post from Michael Burry just wiped $23 billion off Palantir's market cap in a single day. PLTR closed April 9 at $130.49, down 7.3%, extending a two-day loss of over 13%. The stock is now down 28% year to date and sitting 38% below its November 2025 peak of $207. Meanwhile, the broader market held its ground. This was not a macro selloff. This was targeted. So is Burry right? And is $130 the buy of the year, or a value trap on its way to his $50 price target? Let's actually dig into it. 🐻 Burry's Bear Case: What He Actually Said Burry posted then deleted his critique on X, but not before the damage was done. His argument in plain terms: Anthropic is eating Palantir's lunch in enterprise AI. He cited Ramp's March AI Index showing Anthropic capturing 73% of all new enterprise AI

$Palantir Technologies Inc.(PLTR)$ $Snowflake(SNOW)$ $CrowdStrike Holdings, Inc.(CRWD)$ $UiPath(PATH)$ $AppLovin Corporation(APP)$ Palantir just took a brutal 7.30% plunge to $130.49, extending its two-day bloodbath with over 13% wiped off in 48 hours as Michael Burry's sharp thesis on Anthropic eroding competitive edge continues to hammer sentiment and drive heavy capital outflows. 😤 Fears over deteriorating AI government contract competition show zero signs of easing, with $130 now acting as the make-or-break round-number support level that bulls must defend to avoid deeper pai

Anthropic’s "Managed Agents": Anthropic just launched a suite of API tools designed to turn AI from a "chatbot" into a "production system." They claim a 10x boost in deployment efficiency. By solving the engineering complexity for enterprises, they are effectively making "middleware" SaaS companies obsolete.

OpenAI’s Revenue Pivot: CRO Diane Drexel revealed that enterprise business now accounts for over 40% of OpenAI’s revenue, on track to match consumer revenue by year-end. With Codex hitting 3 million weekly active users, the message is clear: the AI giants are eating the lunch of traditional dev-tool and enterprise software firms.

$Palantir Technologies Inc.(PLTR)$ Palantir just powered through a scorching four-session rally, advancing 4.75% today to close at $142.15 and stacking up more than 14% in gains since the $123.77 low held firm as rock-solid support. 😤 The decisive clearance of the $140 resistance zone has flipped the technical picture bullish, restoring momentum dominance and signaling that sellers are losing control. Michael Burry’s widely discussed thesis — that Anthropic’s Claude agents are “eating Palantir’s lunch” in government AI contracts — is now diverging sharply from actual price action, with the market seemingly pricing in sustained contract wins rather than competitive erosion. Q1 earnings will be the ultimate verdict: a solid government revenue beat c

Executive Summary In Q1 2026, Token has completed its transition into a standardized industrial commodity. It is no longer an abstract unit of intelligence, but a real-time settlement of electricity consumption and compute depreciation. The core contradiction is clear: API pricing is deflating faster than the underlying physical cost base. This forces a structural reset in profit distribution. Pricing power is migrating away from model producers and concentrating at both ends of the value chain—upstream in infrastructure owners with access to power and deployment capability, and downstream in routing layers that control demand flow. The middle layer simply loses its capacity for margin retention. Upstream Repricing: Power Density as the Only Filter The only relevant metric is rack power de

Here's a comprehensive, bullish counter-article based on the title "Burry's AI Obituary is Premature: Why Palantir and Nvidia Are Just Getting Started". It directly addresses Burry's key bearish points (AI bubble akin to dot-com, unsustainable hyperscaler capex, aggressive depreciation assumptions inflating earnings, lack of near-term ROI, and overvaluation of "poster children" like PLTR and NVDA) while highlighting why the long-term structural tailwinds make his shorts vulnerable—especially as we sit in April 2026 with mixed but resilient performance signals.Burry's AI Obituary is Premature: Why Palantir and Nvidia Are Just Getting StartedMichael Burry made headlines in late 2025 with massive put positions against Palantir (PLTR) and Nvidia (NVDA)—over $1 billion notional in puts, concent

Hope it can dip further for more people to buy back.

$Palantir Technologies Inc.(PLTR)$ $Snowflake(SNOW)$ $CrowdStrike Holdings, Inc.(CRWD)$ $UiPath(PATH)$ $AppLovin Corporation(APP)$ Palantir just took a brutal 7.30% plunge to $130.49, extending its two-day bloodbath with over 13% wiped off in 48 hours as Michael Burry's sharp thesis on Anthropic eroding competitive edge continues to hammer sentiment and drive heavy capital outflows. 😤 Fears over deteriorating AI government contract competition show zero signs of easing, with $130 now acting as the make-or-break round-number support level that bulls must defend to avoid deeper pai

Palantir is headed to $160 a share very bullish 

One deleted post from Michael Burry just wiped $23 billion off Palantir's market cap in a single day. PLTR closed April 9 at $130.49, down 7.3%, extending a two-day loss of over 13%. The stock is now down 28% year to date and sitting 38% below its November 2025 peak of $207. Meanwhile, the broader market held its ground. This was not a macro selloff. This was targeted. So is Burry right? And is $130 the buy of the year, or a value trap on its way to his $50 price target? Let's actually dig into it. 🐻 Burry's Bear Case: What He Actually Said Burry posted then deleted his critique on X, but not before the damage was done. His argument in plain terms: Anthropic is eating Palantir's lunch in enterprise AI. He cited Ramp's March AI Index showing Anthropic capturing 73% of all new enterprise AI

Palantir’s 13% Death Spiral: Is Michael Burry Right, or Is $130 the Ultimate Trap? ​Palantir ($PLTR) just took a brutal beating, tumbling another 7.30% to close at $130.49 and capping off a vicious 13% two-day bleed. The catalyst? Michael Burry’s increasingly loud short thesis that Anthropic—and the broader proliferation of highly capable LLMs—is rapidly eroding Palantir's competitive moat in the government and defense sectors. With the stock now desperately clinging to the critical $130 psychological support level, panic is officially setting in. ​Here is why this selloff is fundamentally different from a standard technical pullback, and what active traders need to watch as we head into a make-or-break Q1 earnings print. ​1️⃣ The Burry Thesis: Is Anthropic the Ultimate Threat? ​The core o

$Palantir Technologies Inc.(PLTR)$  

$Palantir Technologies Inc.(PLTR)$ gnvhc gn

$Palantir Technologies Inc.(PLTR)$  Can reclaim back $130 today? [Doubt]  [Gosh]  

$Palantir Technologies Inc.(PLTR)$   buy for more

PLTR (Palantir Technologies) did experience a sharp sell-off during the week of April 6–10, 2026, with the stock closing the period around $128 after dropping roughly 15% from its April 7 high near $150 Michael Burry’s comments acted as a major catalyst. The “Big Short” investor posted (then deleted) on X that Anthropic is “eating Palantir’s lunch.” He pointed to Anthropic’s rapid ARR growth (from $9B to $30B in months) via its new “Mythos” model and “Managed Agents,” which he framed as more intuitive and cost-effective than Palantir’s Foundry and AIP platforms. All I want to comment in my humble opinion is that; wait for May 4th which is the date of their Q1 Earnings report.  May the 4th be with Palantir and all those Tigers investing or trading on PLTR   What do you guys think

Hold on, wait and be patient 

temporary only due to AI trending 

$Palantir Technologies Inc.(PLTR)$ still good with lots of government contracts

Although this is a new industrial revolution, the same old story always plays out. The strongest and most innovative company will survive and come back stronger, while the weak one gets eliminated.

The sell-off is less about current numbers and more about narrative risk. Michael Burry is challenging the durability of Palantir’s moat, not its latest quarter. Can Q1 earnings neutralise the bear case? Not definitively. Even if government revenue beats: It proves execution strength, not moat strength The real question is whether tools from Anthropic can commoditise parts of Palantir’s offering Investors will focus on forward contract pipeline, deal stickiness, and pricing power A strong print helps sentiment, but only multi-quarter guidance + contract wins can invalidate Burry’s thesis. $130: buy or sell? Bull case (buy zone): Round-number + prior demand area If gov revenue + AIP adoption accelerate → false breakdown Positioning reset may offer asymmetric upside Bear case (sell/avoid): B

ita a nice price, especially after not seeing this for quite some time 

Palantir at $130 — Overreaction or Reality Check? The selloff isn’t just price — it’s narrative. Bears argue AI players like Anthropic are eroding Palantir’s edge. But Palantir isn’t competing on models — it wins on deployment (data integration, security, workflows), especially in government. The real risk isn’t collapse — it’s slower growth. At prior highs, the stock priced in near-perfect execution. What we’re seeing now looks more like multiple compression, not a broken business. What matters next: • Government revenue growth • AIP deal conversion • Commercial acceleration My take: Not a death spiral — a valuation reset. Next move depends on whether Palantir can prove growth is still there.