Palantir

So today I sold 25% of my position in $ARM and 20% of my position in $LRCX and took a pretty decent profit. In recent months it had driven the whole portfolio ridiculously high and I was starting to get a bit nervous. I've always had trouble selling positions and I always will, like with selling $PLTR. I notice I almost prefer when it falls and I can buy more, rather than when...
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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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The war in Iran is bringing uncertainty to the U.S. stock markets. 🇮🇷/🇺🇸

But what should we actually be worried about, and how do I think this whole situation will play out?

Shares of companies that manufacture combat drones, such as $ONDS, $AVAV, $UMAC, $RCAT or even $DPRO, are rising by several percent, some even by 10% or more.

It’s important to understand the perception and...
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Did anyone buy shares of Palantir $PLTR in 2026?

I know this stock was often at the center of discussions and in stock news headlines when it was growing at a rocket pace in recent years. But the current decline (the stock is already 34% below its peak) isn’t being talked about much.

When to sell a portfolio winner? Hold like Buffett, or realize the gains?

Personally, I think that if an investor has a stock in their portfolio that serves as the main source of growth, they should hold it as long as possible—until its valuation becomes unreasonable (for example, like with $PLTR) and as long as growth doesn't slow or the company's fundamentals don't deteriorate...
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Palantir and the market reaction

$PLTR fell sharply today, despite the company reporting better-than-expected results for the third quarter of 2025. Revenue reached approximately 1.18 billion USD, which beat analysts' consensus of around 1.09 billion USD, and earnings per share were also slightly higher than expected. Nevertheless, the shares lost about 7 to 9 % during the day,...
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📅 This week's key market events!
Earnings season continues, especially in the technology and pharmaceutical sectors. Added to this are macro data that may stir market expectations for the next rate hike. Here's a round-up of the highlights:

🔵 Monday
Results before the markets open:
OnSemiconductor $ON - need to watch demand for chips in the automotive sector
Tyson Foods $TSN - price...
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Palantir will report the results today. The stock has rallied very nicely last year and this year and is already expensive for most investors. I bought in under $100 this year, even though it was a risk, and have been in decent profit since. If the stock drops below $120, I would buy again.

What is your opinion on the current valuation of $PLTRstock ?

Palantir will report the results today. The stock has rallied very nicely last year and this year and is already expensive for most investors. I bought in under $100 this year, even though it was a risk, and have been in decent profit since. If the stock drops below $120, I would buy again.

What is your opinion on the current valuation of $PLTRstock ?

Which company in your portfolio do you think has the biggest competitive advantage?

For me, it's definitely $ASML, because it basically has a monopoly and the world couldn't function without it. I would choose $PLTR as my second firm because it has a strong position and a very good name with the US government.

Shares of $PLTR rose 7% on Friday after Ecuador announced its partnership with Palantir. The stock is already up more than 75% this year, a solid performance, and the positive trend is likely to continue. I've been buying around $100, and if the stock were to fall again, I would definitely overbuy.

At what price would you overbought$PLTR?

Which stock have you made the biggest profit on so far since the last downturn?

The correction didn't last too long after all, and the stock has rallied significantly this week. Some stocks are already in the black YTD. I'm most pleased with $TTD, $SOFI and $PLTRso far .

📅 Investment outlook of the week!
This week we have corporate earnings across various sectors, the US Fed rate decision and new data from the economy.

📈 Monday
ISM Services PMI - Let's keep an eye on the health of the sector that makes up the majority of the US economy.

🔌 Results before the markets open:
ON Semiconductor $ON - A key player in the supply chain for the automotive and...
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