The Compound on $PLTR (Nov 3, 2026)

No. No, I mean you will. Come on Palantir Let's talk about it. I was surprised that The palantir had gone down. Did it again. He did that job successfully. Incredible. What is this?

He did the job successfully. Again. Yes, I didn't hear the call but... We have some charts. Their 'rule' Off 40' is getting faster and faster. Chart Kid It has been analyzed. We increase revenue and the combined issue of operating margin I see and it's great.

The palantir had gone down. And the question may have been answered, But the question about a year ago was whether it Just a government contracting company. I bought it, no, not anymore.

Next chart. On the left is the third quarter of 2023. Look at it. Until today. So, obviously yes, The US government has grown dramatically , but the US commercial sector, i.e. non- The public sector has now surpassed it.

And the next one Look at the chart. Towards this growth Look. I mean, incredible. Really Incredible.

I bought it, no, not anymore. Wait, go back to the first chart. So, Those who are listening but not watching, uh no, I Sorry. Didn't I say? Yes. Those who are listening but not watching, a year ago Palantir's commercial revenue, which Fortune Like 500 subscribers, that was 397 million.

And now it's 984 million. So, their commercial business is almost has tripled and this commercial business is now Bigger than the government contracting business, which is 953 Million. And again, this is in one quarter. In a year.

Uh. Yes. But in a year's time, but I am this I'm talking about the third trimester. So , that's it. Those who consider it merely a defense As a contracting technology company It was being canceled.

Maybe that's what it was once. . That is no longer the case today.

The last chart you showed What was it? So, this is commercial revenue on the left. And on the right is the revenue expressed as a percentage. Growth. This is a 148% increase in commercial revenue year-on-year.

How many companies are doing something like this? Not one? One? I mean, these are Quite impressive. Now people will say, "Oh, It's not possible to hold it." Okay, I agree. , but they're doing it right now.

I understand. I did it. It doesn't mean that yes, at one time The Atlantic Ocean will dry up, it might It will be a desert, but now it's gone. They do this from time to time. They are doing the work.

Now people will say, "Oh, It's not possible to hold it." Okay, I agree. , but they're doing it right now. I understand. I did it. It doesn't mean that yes, at one time The Atlantic Ocean will dry up, it might It will be a desert, but now it's gone.

They do this from time to time. They are doing the work .

. So, Palantir's share price What is your opinion on the reaction? I was surprised by the initial reaction. , but it has recovered a lot. I wasn't surprised by that. So, it's a lot lower.

Went, 9 percent last night in off-hours It was down, and by the end of the day it was down one and a half percent. It's over.

Do you think it's Apple or Can follow the path of the Amazon and completely Can compensate for the loss, when Adults need to understand what is really happening. Will you get the chance?

So, Palantir. They opened on Amazon at 231, where People were commenting to me privately. , because I said the other day that I have it Choice. It became 250 within 2 days. Yes, so can Palantir do the same thing? Can? Yes, of course.

Would you be surprised if tomorrow See Palantir trading at 190? Uh I wouldn't be surprised at all. Will you be? That is too much. From 175? Yes, this is a big move. I mean mine.

It seems like it was 208 two weeks ago. It was 208 two weeks ago.

Palantir, Amazon and the rest too.