Palantir $PLTR in Q1 2026 delivered a brutal acceleration: revenue up 85% year-over-year to $1.63 billion, of which $1.28 billion came from the US alone, where the business more than doubled in a year. The company raised its full-year revenue outlook to $7.65 billion and US commercial growth to 120%, which confirms that AI is not just a buzzword for Palantir but a scaling... Read more
$PLTR I'm still holding it, and based on the results and that insane growth I expect the shares to rise further—possibly even 100% within a year. The valuation isn't as high as it was two years ago.
If this went on like this for several years, that wouldn't be good, but I think they still have plenty of time and, above all, even without new purchases they're making a ton of money.
Do you think tobacco company stocks are still interesting, or have they already seen their main growth and are now expensive?
For a while it looked like tobacco companies would fall out of favor and their sales would decline, but the opposite is true. For example, Altria ($MO) reported very strong results yesterday and its shares gained more than 8% that day. Overall, tobacco... Read more
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PayPal | Q1 2026: Decent numbers, but growth only in the low single digits
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SoFi: 14.7 million members, 41% revenue growth and shares at a valuation of "just another fintech"
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These 5 cash-rich giants are sitting on billions
Palantir $PLTR in Q1 2026 delivered a brutal acceleration: revenue up 85% year-over-year to $1.63 billion, of which $1.28 billion came from the US alone, where the business more than doubled in a year. The company raised its full-year revenue outlook to $7.65 billion and US commercial growth to 120%, which confirms that AI is not just a buzzword for Palantir but a scaling...
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$PLTR I'm still holding it, and based on the results and that insane growth I expect the shares to rise further—possibly even 100% within a year. The valuation isn't as high as it was two years ago.
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Palantir Q1 2026: 85% growth with chip‑like margins
A few updates to my portfolio for a bit of speculation — maybe something will catch your interest
$AIP (Arteris)
- They make IP for chips (interconnects inside an SoC — without it AI chips don’t function efficiently)
- Riding the AI trend — the more complex the chips, the more you need their tech
- Why: leverage to the whole semiconductor boom
- Risk: small company, dependent on a...
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GameStop wants to gobble up eBay for $56 billion. Ryan Cohen's big bet, or a suicidal all-in?
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Federal offices at a discount: 8% yield backed by Washington
What would an investment in $NVDA in 2000 be worth today after 6 stock splits totaling 480:1?
Nvidia has undergone six stock splits in its market history, and the total split ratio since 2000 is 480:1.
History of splits:
2000: 2:1 split
2001: 2:1 split
2006: 2:1 split
2007: 3:2 split
2021: 4:1 split (around $750)
2024: 10:1 split (around $1,200)
Nvidia went public in 1999 at $12 per...
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$NVDA was my first 100% investment! It currently makes up about 15% of my portfolio and I first bought in at $86🤑
How about you?
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6 Undervalued German Stocks Flying Under the Radar of the Market
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Dimon warns on credit just as bank profits peak
$397 billion in cash and the first quarter without Buffett as CEO. How did Greg Abel perform at the top of Berkshire $BRK-B?
A summary of Berkshire's results, the annual meeting, and the company's outlook.
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If this went on like this for several years, that wouldn't be good, but I think they still have plenty of time and, above all, even without new purchases they're making a ton of money.
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Chevron beat earnings expectations, but report looks much worse than reality
Do you think tobacco company stocks are still interesting, or have they already seen their main growth and are now expensive?
For a while it looked like tobacco companies would fall out of favor and their sales would decline, but the opposite is true. For example, Altria ($MO) reported very strong results yesterday and its shares gained more than 8% that day. Overall, tobacco...
Read more
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Undervalued by 48%, 150 ships and a dividend as a bonus