@JackPrescottX Jack Prescott
Palantir's CEO and CTO have been making significant announcements about the company's AI technology, with Palantir CTO Shyam Sankar sharing insights on its new AI platform and its potential to fuel unprecedented scaling power in the government and enterprise software space. Additionally, Jensen Huang, CEO of NVIDIA, has praised Palantir as the single most important enterprise stack in the world today. Meanwhile, Abcellera CEO Carl Hansen has been discussing the company's biotech and medical tech advancements, including its work with AI and protein generation.
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Social Influence
Social category influence stocks 54.21% technology brands 35.51% finance 10.28% countries 4.67% cryptocurrencies 1.87% social networks 0.93% gaming 0.93% agencies 0.93% fashion brands 0.93% travel destinations 0.93%
Social topic influence $pltr #89, palantir #110, pltr #53, in the 16.82%, ceo 14.95%, ai 14.95%, $abcl 14.02%, carl hansen 12.15%, company #1140, the most 5.61%
Top accounts mentioned or mentioned by @palantirtech @abcellerabio @michaeljburry @dltkdj @logicalthesis @ssankar @ihooghvorst @deepvalue47 @rajkarri8 @andyrenfrew @stephenquake @bcvalueinvestor @ironimmigrant @palantirtechs @pltrspalantir @odysseusito @amyisraelchai36 @venturinglist @algo_stoney @lestonkjames
Top assets mentioned Palantir Technologies Inc. (PLTR) AbCellera Biologics Inc. (ABCL) NVIDIA Corp. (NVDA) Fractyl Health, Inc. (GUTS) Microsoft Corp. (MSFT) Kratos Defense & Security Solutions, Inc. (KTOS) L3Harris Technologies Inc (LHX) Limitus (LMT) AeroVironment, Inc. (AVAV) Raytheon Technologies Corp (RTX) Northrop Grumman Corporation (NOC) Snowflake Inc. (SNOW) Metadium (META)
Top Social Posts
Top posts by engagements in the last [--] hours
"Dr. Alex Karp came out white-hot at the Reagan National Defense Forum today and it just kept getting better and better. Every time he spoke was a mic-drop moment. Alex Karp is one of the most important people in the entire world"
X Link 2024-12-07T19:04Z 12.7K followers, 714.6K engagements
"@LogicalThesis Wrong All the value in the market is going to go to chips and what we call ontology $PLTR https://t.co/1McnmEZ53U All the value in the market is going to go to chips and what we call ontology $PLTR https://t.co/1McnmEZ53U"
X Link 2026-02-14T19:34Z 12.7K followers, [----] engagements
"Has anyone heard of Fractyl Health Inc $GUTS Peter Thiel is 10% owner and the company had their IPO in February [--]. Stock is down 70% thus far with about [--] year left on their current cash burn rate. Essentially $0 in revenue currently. Thiels investment is a drop in the bucket compared to his net worth and Im not saying everything he touches turns to gold. But if Thiel found the company good enough to invest I find it worth of learning more about. Looks like they are working on two specific therapies: Rejuva and Revita which focus on the potential to help with prevention and remission of both"
X Link 2024-07-20T22:41Z 12.7K followers, [----] engagements
"AbCellera CEO Carl Hansen on their history with DARPA the P3 program how it helped solidify the future for AbCellera and more: If youre not laughed out of the room typically they dont think you should be in it (working with DARPA) (Referring to receiving the grant from DARPA) This was the most impossible Super Bowl of grant writing that you could ever see We had the first patient that was dosed with that drug (Bamlanivimab) and that is I think by far the world record in speed of drug development (and will remain so) unless we have another pandemic Our stock went from about $70 to as low as"
X Link 2025-08-01T16:35Z 12.7K followers, 15.5K engagements
"$ABCL Was going through some old posts and found this one: Carl Hansen on AlphaFold (Feb 24) So AlphaFold tremendous breakthrough. And as soon as that happened there's all this inbound okay now you can generate proteins everything is obsolete. Al has arrived Al is going to predict outcomes in the clinic. And there's no logical connection between these things. So AlphaFold works because there's [------] structures. There are [------] structures because over [--] years people did the experiment to work to put that in. And that particular problem the data sets there are perfectly clean by the nature"
X Link 2025-08-09T06:05Z 12.7K followers, 34.6K engagements
"$ABCL Carl Hansen interview from [----]. little bit outdated but still worth watching for investors. Theres some nuggets in there. Only a couple hundred views on YouTube. Link below:"
X Link 2025-08-20T22:37Z 12.7K followers, [----] engagements
"$ABCL New article co-authored by @AbCelleraBio CEO Carl Hansen: Whats needed now is vision backed by bold action. Canada should establish a national Health Defense program dedicated to funding transformative biotech and medical tech that aligns with national priorities in defense and economic growth. It should use procurement and research contracts to address the biggest threats to both national security and public health. It should set policy to ensure that Canadian technology is developed domestically and to support our companies so they can scale and win in global markets. Will we act now"
X Link 2025-09-02T14:24Z 12.7K followers, [----] engagements
"Palantir CTO @ssankar discusses how AI will drive prosperity in America $PLTR"
X Link 2025-10-10T21:09Z 12.7K followers, 26K engagements
"Michael Burry has been in the game for a long time and has filed his Q3 13F within a 1-2 day window of Nov 14th over the last decade. except for this most recent quarter when he chose to file it on Nov 3rd. almost [--] weeks ahead of his normal schedule which also happened to be the same day Palantir was reporting earnings. In fact up until this last filing EVERY SINGLE ONE of Burrys filings have remained on schedule within a 1-2 day window regardless of the quarter. [--] years of data and no changes. until 11/3. As everyone knows by now Burry initiated a large short position against $PLTR during"
X Link 2025-11-05T20:01Z 12.7K followers, 1.2M engagements
"AbCellera appoints Steve Quake early pioneer in microfluidics and Carl Hansens OG mentor to its board AbCellera CEO Carl Hansens mentor @StephenQuake discussing Hansens brilliance in an interview from 2023: I would say the thing I'm most proud about during that period is not what my group did but what my former student didCarl Hansen who was a student of mine at Caltech and became a professor at the University of British Columbia and then started a company called AbCellera 😃 $ABCL AbCellera Appoints Dr. Stephen Quake to its Board of Directors https://t.co/dv2uzCNqIZ https://t.co/gCRhSTPXYM"
X Link 2025-11-10T14:31Z 12.7K followers, 23.3K engagements
"Nov [--] Jefferies Healthcare Conference @AbCelleraBio CEO Carl Hansen provides outlook for 2026: ABCL635 phase [--] readouts est Q326 That study is designed essentially like a phase [--] If all goes as we hope we will know whether or not we have a drug ABCL575 Our excitement about this program largely relates to what we think is the immense potential of the class Setting up to hand off in phase [--]. We have a fully built capability for discovery that we believe is best-in-world The name of the game right now is to get that compelling data that shows we have a drug. If we do that I think were off and"
X Link 2025-11-20T20:22Z 12.7K followers, 24.1K engagements
"March [--] UATX @AbCelleraBio CEO Carl Hansen discusses the stock falling from $70 to $2 and drops one of the most impactful statements Ive come across: What other people are telling you is valuable is not what you should pay attention to. You really need to look inward and ask yourself What are the the real examples the pieces of data the things that I can see and touch and feel that tell me Im on the right track so that I have feedback because if you listen to others not just on public markets but in your life if you listen to others you will be blown off course."
X Link 2026-01-06T02:51Z 12.7K followers, 29.4K engagements
"AbCellera CEO Carl Hansen is live at the JPM Annual Healthcare Conference: $ABCL"
X Link 2026-01-14T23:47Z 12.7K followers, 21.4K engagements
"Carl Hansen announces ABCL386 a preclincial oncology program. Not yet filed for IND. $ABCL AbCellera CEO Carl Hansen is live at the JPM Annual Healthcare Conference: $ABCL https://t.co/lj4omgzMiJ AbCellera CEO Carl Hansen is live at the JPM Annual Healthcare Conference: $ABCL https://t.co/lj4omgzMiJ"
X Link 2026-01-14T23:57Z 12.7K followers, 26.3K engagements
"$PLTR Earnings on Monday. [--] consecutive quarters of accelerating YoY revenue growth and margin expansion. I believe this trend will continue. $PLTR Q4 deal activity was 🔥🔥🔥 Here is the list of the deals you need to know before Monday's Earnings: $200mn with Lumen to support AI in complex multi-cloud environments; $100mn sole contract from the IRS; $44mn deal with the US Navy to provide Ship OS; https://t.co/JIdWgbTM3F $PLTR Q4 deal activity was 🔥🔥🔥 Here is the list of the deals you need to know before Monday's Earnings: $200mn with Lumen to support AI in complex multi-cloud"
X Link 2026-01-30T16:43Z 12.7K followers, 41.4K engagements
"Interesting piece published this month. Good information for $ABCL shareholders given the companys focus on GPCRs: Advances in Therapeutic Antibody Discovery and Development Targeting G ProteinCoupled Receptors (GPCRs) https://pmc.ncbi.nlm.nih.gov/articles/PMC12819051/ https://pmc.ncbi.nlm.nih.gov/articles/PMC12819051/"
X Link 2026-01-30T19:43Z 12.7K followers, [----] engagements
"The growth numbers Palantir is achieving are no surprise to anybody who has been paying close attention. Which is why so many continue to hold or even buy at these levels. The growth is mind blowing but not surprising. The short term price movement is noise. Its exciting to watch the stock go up annoying to watch it fall but it doesnt matter in the long term. All one must do is look at the trajectory of the company itself and try their best to picture where the company will be at in another 5-10 years. This story is not just about the numbers. Its understanding why the software is important."
X Link 2026-02-03T00:28Z 12.7K followers, 15.6K engagements
"$PLTR was sitting at $156 with a [---] PE at the time of this post [--] months ago. It is sitting at $154 with a [---] PE today. The multiple is compressing quickly while margins continue expanding and revenue growth accelerates. New podcast: CEO of TeleTracking and co-head of healthcare at @PalantirTech discusses what sets their partnership apart from others. This is why $PLTR is trading at a 700PE The market leadership of TeleTracking (in partnership with Palantir) in this space will translate into https://t.co/G5bwvoHTVo New podcast: CEO of TeleTracking and co-head of healthcare at @PalantirTech"
X Link 2026-02-03T16:34Z 12.7K followers, 58K engagements
"@BCValueInvestor @iHooghvorst I dont think management ever alluded to any particular companies for partnership - TBD. I believe it was the amlitelimab readouts they were waiting for which were underwhelming as far as I understand. Interested to see what Hansen & Co will say about it on the earnings call"
X Link 2026-02-10T17:40Z 12.7K followers, [---] engagements
"@LeStonkJames @DeepValue47 @mikealfred I miss reading your replies under dividend dudes posts before he went & blocked everyone 🤣"
X Link 2026-02-10T23:51Z 12.7K followers, [--] engagements
"$PLTR Unprecedented speed and precision displayed last night. Almost certainly powered by MSS: As with the telegraph in the 19th century the Maven Smart System (@PalantirTech) may redefine the militarys relationship with information and time. . AI is reshaping combat just as https://t.co/IV4RWS7g2Y Unprecedented speed and precision displayed last night. Almost certainly powered by MSS: As with the telegraph in the 19th century the Maven Smart System (@PalantirTech) may redefine the militarys relationship with information and time. . AI is reshaping combat just as https://t.co/IV4RWS7g2Y"
X Link 2026-02-14T00:39Z 12.7K followers, [---] engagements
"https://www.wsj.com/politics/national-security/pentagon-used-anthropics-claude-in-maduro-venezuela-raid-583aff17st=gRScMt&reflink=article_copyURL_share https://www.wsj.com/politics/national-security/pentagon-used-anthropics-claude-in-maduro-venezuela-raid-583aff17st=gRScMt&reflink=article_copyURL_share"
X Link 2026-02-14T00:43Z 12.7K followers, [--] engagements
"All the value in the market is going to go to chips and what we call ontology $PLTR Its much better to be the hill than to be the king of the hill. As value gets created at the top of the stack it tends to accrue in the second layer as it trickles through the value chain. https://t.co/oIx39v5z84 Its much better to be the hill than to be the king of the hill. As value gets created at the top of the stack it tends to accrue in the second layer as it trickles through the value chain. https://t.co/oIx39v5z84"
X Link 2025-07-07T20:22Z 12.7K followers, 118K engagements
"Catherine Hutchings who lead this article did consulting for AbCellera in the past"
X Link 2026-01-30T19:46Z 12.7K followers, [----] engagements
"https://www.wsj.com/politics/national-security/pentagon-used-anthropics-claude-in-maduro-venezuela-raid-583aff17st=gRScMt&reflink=article_copyURL_share https://www.wsj.com/politics/national-security/pentagon-used-anthropics-claude-in-maduro-venezuela-raid-583aff17st=gRScMt&reflink=article_copyURL_share"
X Link 2026-02-14T00:56Z 12.7K followers, [----] engagements
"@ironimmigrant @rajkarri8 Quite amusing to see his criteria of being a real AI company means building an LLM"
X Link 2026-02-15T14:46Z 12.7K followers, [--] engagements
"I believe AbCellera is a misunderstood and forgotten company. What was once a very hyped "AI-biotech" stock (spoiler there's a lot more going on than just AI) has become abandoned by investors. This http://x.com/i/article/1868402949308788736 http://x.com/i/article/1868402949308788736"
X Link 2024-12-15T22:21Z 12.7K followers, 121.3K engagements
"Palantir just posted its best earnings numbers in company history but this is only the beginning. This article is a follow-up from my last one titled "AI Enterprise OS and the Flywheel - Entering the http://x.com/i/article/1953126235506188296 http://x.com/i/article/1953126235506188296"
X Link 2025-08-07T01:59Z 12.7K followers, 126.1K engagements
"Unprecedented speed and precision displayed last night. Almost certainly powered by MSS: As with the telegraph in the 19th century the Maven Smart System (@PalantirTech) may redefine the militarys relationship with information and time. . AI is reshaping combat just as electricity once did. Electricity transformed communication by creating the foundation for critical innovation like the internet. The harnessing of electricity for industrial use itself was not an RMA but it was the essential prerequisite for one. Without it the revolution in communication that began with the telegraph would"
X Link 2026-01-03T19:56Z 12.7K followers, 42.2K engagements
"AbCellera will be presenting at the following conferences: TD Cowen 46th Annual Health Care Conference March [--] [----] KeyBanc Capital Markets Healthcare Forum March [--] [----] Bloom Burton & Co. Healthcare Investor Conference April 21-22 [----] AbCellera to Present at Upcoming Investor Conferences in March and April [----] https://t.co/uwK88d5NLC https://t.co/5AFwVXURJx AbCellera to Present at Upcoming Investor Conferences in March and April [----] https://t.co/uwK88d5NLC https://t.co/5AFwVXURJx"
X Link 2026-02-11T21:12Z 12.7K followers, [----] engagements
"Michael Burry: Palantir is not a real AI company Palantir: Unprecedented speed and precision displayed last night. Almost certainly powered by MSS: As with the telegraph in the 19th century the Maven Smart System (@PalantirTech) may redefine the militarys relationship with information and time. . AI is reshaping combat just as https://t.co/IV4RWS7g2Y Unprecedented speed and precision displayed last night. Almost certainly powered by MSS: As with the telegraph in the 19th century the Maven Smart System (@PalantirTech) may redefine the militarys relationship with information and time. . AI is"
X Link 2026-02-14T00:55Z 12.7K followers, 66K engagements
"You didnt read it. Burrys favorite response to any criticism of his $PLTR article Okay how about we address a direct paragraph from you about Palantirs ontology: What Palantir calls its ontology is essentially this data retrieval for use through a common platform. But what if as the paper points out LLMs can still confabulate around a piece of data misinterpret it ignore it etc. In that case Palantir's ontology cannot overcome the core hallucination problem in the underlying LLMs AIP uses. Hallucinations and overconfidence are fatal to tasks such as legal reasoning scientific reasoning"
X Link 2026-02-15T01:31Z 12.7K followers, 23.1K engagements
"🔮Palantir explained in the most basic way: People still ask What does Palantir do. Many are disingenuous but some honestly still dont understand it. Heres how I view Palantir at its most basic form: Lets start off with the name of the company Palantir. The name comes from the Palantir in Lord of the Rings. The Palantir is an orb that allows the user to see into the future. Much like the Palantir in the movie the company exists to help users see into the future with their data. Palantir provides real time insights as well. Palantir has three main products: Foundry (Commercial) Gotham"
X Link 2024-09-23T20:15Z 12.7K followers, 431.5K engagements
"Through [--] iterations over two and a half years of testing applications with Project Maven the corps' artillery brigade has reduced its targeting process from [---] minutes to [--] minutes achieving data lethality and solving problems in contested environments. $PLTR"
X Link 2026-01-08T16:01Z 12.7K followers, 12.7K engagements
"Its been a little over a year since I wrote my first article on AbCellera. Heres an update of what Im looking at for the rest of [--] and beyond: A development over the past year has been the companys shift towards prioritizing in-house molecules. They successfully moved ABCL635 & [---] into the clinic in [----]. With [---] being a treatment for atopic dermatitis and other immunology/inflammation areas by targeting OX40L the company had mentioned many times on calls that theyd be looking at clinical trial readouts from Sanofis Amlitelimab as a sort of benchmark for how effective [---] might be. The"
X Link 2026-02-15T21:08Z 12.7K followers, 14.9K engagements
"This is the Palantir thesis in [--] seconds 🔮 If you still dont understand it start here: Not a tool or component. Infrastructure. Take the whole market. $PLTR"
X Link 2024-10-25T01:34Z 12.7K followers, 74.3K engagements
"Palantir CEO Alex Karp goes off on CNBC and dismantles the NYT hit piece article: $PLTR"
X Link 2025-06-05T14:47Z 12.7K followers, 1.3M engagements
"Palantir CTO @ssankar just now: They say that China by [----] will have 45% of all global manufacturing output and America will fall to 11%. I say fuck that. Were going to have 45% $PLTR"
X Link 2025-07-17T14:24Z 12.7K followers, 250.1K engagements
"Jensen Huang just now: @PalantirTech is the single most important enterprise stack in the world today $PLTR"
X Link 2025-10-28T17:43Z 12.7K followers, 138.1K engagements
"New article by Task Force Maven Director at SHAPE Colonel @arnelpdavid on the Maven Smart System built by Palantir: DELIVERING MACHINE SPEED CAPABILITY WITH TASK FORCE MAVEN: The character of modern warfare has undergone a revolutionary change. The deluge of data and hyperscale computation is enabling a speed and tempo the world has never witnessed. To meet this challenge NATO has achieved a strategic breakthrough that is fundamentally reshaping its warfighting ability: the rapid adoption of the Maven Smart System (MSS). This was not merely a software purchase; it was a decisive stroke that"
X Link 2025-12-16T14:42Z 12.7K followers, [----] engagements
"Another Army article highlighting @PalantirTech's Maven Smart System: Maven as the Sustainment Dashboard - "The effect is profound" - 01/29/2026: Link to full article below MSS offers a way to break this cycle not as a logistics system but as a shared dashboard environment that pulls disparate data streams into one place. Its real power lies in visualization. Maven allows commanders and staff at every echelon to see the same information at the same time. For sustainment this means Maven can serve as the home for a LOGSTAT workshop where units input their consumption rates and stockage levels"
X Link 2026-01-30T16:06Z 12.7K followers, [----] engagements
""Enterprise AI doesn't fail because models are weak. It fails when AI lacks a shared governed understanding of how the business actually operates something only the Ontology can provide" - Eric Lakin US Commercial Lead at Palantir Cognizant announced a strategic partnership with Palantir Technologies Inc. $PLTR to accelerate AI-driven modernization across healthcare and enterprise operations. As part of the collaboration Cognizant will leverage Palantir Foundry and Palantir Artificial Intelligence Cognizant announced a strategic partnership with Palantir Technologies Inc. $PLTR to accelerate"
X Link 2026-02-05T18:56Z 12.7K followers, [----] engagements
"Palantir and Airbus ink a 10yr $1B contract extension In [----] Airbus showed how Palantirs Foundry transformed their business by connecting complex systems of data to make quick & accurate decisions: Palantir 🤝 Airbus [--] yr $1 billion contract extension 🛫 Skywise enables more than [---] airlines worldwide to leverage data related to their operations in order to reduce costs and increase the availability of their fleets Airbus explained. For its part Palantir https://t.co/vZ0sQABs12 Palantir 🤝 Airbus [--] yr $1 billion contract extension 🛫 Skywise enables more than [---] airlines worldwide to"
X Link 2026-02-10T16:28Z 12.7K followers, [----] engagements
"RT @PLTRs_Palantir: I will debunk this ridiculous statement by @michaeljburry "Palantir is not an Al company in that it has never. develo"
X Link 2026-02-13T00:19Z 12.7K followers, [--] engagements
"RT @JackPrescottX: All the value in the market is going to go to chips and what we call ontology $PLTR"
X Link 2026-02-13T00:50Z 12.7K followers, [--] engagements
"@michaeljburry hello Cassandra"
X Link 2026-02-13T00:53Z 12.7K followers, [---] engagements
"@michaeljburry hello Cassandra"
X Link 2026-02-13T00:54Z 12.7K followers, [---] engagements
"@michaeljburry hello Cassandra"
X Link 2026-02-13T00:54Z 12.7K followers, [---] engagements
"@odysseusito Ok All the value in the market is going to go to chips and what we call ontology $PLTR https://t.co/1McnmEZ53U All the value in the market is going to go to chips and what we call ontology $PLTR https://t.co/1McnmEZ53U"
X Link 2026-02-14T02:58Z 12.7K followers, [----] engagements
"RT @jawwwn_: Palantir CTO @ssankar on the Venezuela operation to capture Nicols Maduro: Its telling the Chinese are shocked by the effi"
X Link 2026-02-14T20:07Z 12.7K followers, [--] engagements
"Thank you 🫶 and thanks for sharing about Amgens molecule. I did not know about this I had not considered ABCL getting into the weight loss area before. I believe its an industry theyd avoid since its so crowded. TAM seems huge though. But I will make sure to check in on MariTide in the future. It will be interesting to follow. https://twitter.com/i/web/status/2023254004147380420 https://twitter.com/i/web/status/2023254004147380420"
X Link 2026-02-16T04:31Z 12.7K followers, [---] engagements
"$ABCL After four years straight of being down on my position and averaging down I am finally break even Theres been quite a few new faces in the community this year and I believe many of you have some gains Congratulations to everyone Its always scary when a stock moves on no news. Perhaps the news the institutions were waiting for was AbCellea winning its patent trial Perhaps not. We dont know. I dont care if we go back down tomorrow. the future of this company is bright and it feels great to finally be break even. Long and strong. ONWARD"
X Link 2025-06-10T22:52Z 12.7K followers, 33K engagements
"$PLTR has set a new ATH once again"
X Link 2025-06-11T14:25Z 12.7K followers, 21.3K engagements
"AbCellera CEO Carl Hansens mentor @StephenQuake discussing Hansens brilliance in an interview from 2023: I would say the thing I'm most proud about during that period is not what my group did but what my former student didCarl Hansen who was a student of mine at Caltech and became a professor at the University of British Columbia and then started a company called AbCellera $ABCL https://twitter.com/i/web/status/1936105968380551422 https://twitter.com/i/web/status/1936105968380551422"
X Link 2025-06-20T16:56Z 12.7K followers, [----] engagements
"Palantir gets a shoutout from Microsoft CEO @satyanadella At YC Al Startup School Satya Nadella highlighted @PalantirTechs FDE model as a winning strategy. Forward-deployed engineers drive outcomes vs delivering software. While most are chasing prompt Uls Palantir leans into service. Service as software. Real curation. Massive ACVs. Palantir wrote the playbook. Others are now following suit. $PLTR"
X Link 2025-06-20T18:27Z 12.7K followers, 35.9K engagements
"Palantir provides solutions for biomanufacturing and commercial operations in life sciences. Palantir co-founder Peter Thiel sat on the board of AbCellera. Its not unreasonable to assume Carl Hansen might have said let me check it out and once you go pltr you neva go back. There is zero competition here it would be a beautiful partnership. Designed to optimize processes from discovery through clinical development and manufacturing. Im not saying AbCellera is automatically going to be a success because they partner with Palantir thats on them to do that. Im just saying Palantir is powerful and"
X Link 2025-06-25T04:22Z 12.7K followers, 10.7K engagements
"Stephen Guilfoyle increases his $PLTR price target to $181 and maintains the highest target on Wall Street: New Palantir Price Target as AI Firm Becomes America's 'Most Important Defense' Name $PLTR $KTOS $NOC $LHX $LMT $AVAV $RTX $SNOW #MarketRecon #SU10 . https://t.co/9wY2M5Owhl via @sarge986 New Palantir Price Target as AI Firm Becomes America's 'Most Important Defense' Name $PLTR $KTOS $NOC $LHX $LMT $AVAV $RTX $SNOW #MarketRecon #SU10 . https://t.co/9wY2M5Owhl via @sarge986"
X Link 2025-06-26T14:58Z 12.7K followers, 29.2K engagements
"$PLTR CenterPoint Energy has upwards of [--] million customers & 10k employees: Yesterday's [----] Resiliency Technology Summit with CenterPoint Energy demonstrated the power of collaboration in building grid resilience. Thank you to CenterPoint for bringing together innovators like Climavision Convey Neara Palantir Technologies Pano AI and Urbint to showcase how AI and predictive analytics are transforming utility operations. When [---] million customers depend on reliable power during hurricane season and beyond partnerships like this are essential. At Technosylva we're proud to support"
X Link 2025-06-27T01:40Z 12.7K followers, [----] engagements
"70 pages of $ABCL DD from @iHooghvorst and myself - A compilation of our posts/articles Link below:"
X Link 2025-06-30T17:16Z 12.7K followers, 37K engagements
"In my lifetime this has been the most exciting couple months - Alex Karp last week Palantir earnings is about a month away $PLTR Palantir $PLTR CEO Alexander Karpus Maximus The Great in a white-tee. https://t.co/8mLzkYtIzB Palantir $PLTR CEO Alexander Karpus Maximus The Great in a white-tee. https://t.co/8mLzkYtIzB"
X Link 2025-07-04T03:19Z 12.7K followers, 46.9K engagements
"I think of this Peter Thiel clip often. Thiel discusses how he sold $META at IPO; underestimating just how easy it would be for the company to scale from a $100B market cap to $1T. While this conversation is specifically about big tech I believe it can apply to any company with strong network effects various flywheels etc. Thats not to say every great company will hit $1T but I do believe its likely we underestimate just how much a truly great company can accomplish over the long run. Valuation matters over the long run so Im not saying just because a company hits $100B it will magically"
X Link 2025-07-08T00:15Z 12.7K followers, 149.7K engagements
"Interesting to see the FDA discussing menopause hormone therapy (MHT) considering @AbCelleraBio is advancing ABCL635 an antibody for hot flashes (VMS). Potentially a first-in-class antibody treatment for VMS. On AbCelleras Q1 earnings call CEO Carl Hansen said While effective MHT is not for everyone. Approximately 12% of women are contraindicated for MHT and 8% of women who begin MHT discontinue within [--] months. Additionally in a recent global study it was found that 57% of women who were eligible for MHT were against using it. Non-hormonal treatments for VMS are therefore an important"
X Link 2025-07-18T14:36Z 12.7K followers, [----] engagements
"Palantir X FDA Would be a beautiful partnership. 🔮 $PLTR New FDA Commissioner Martin Makary highlights an issue that is a perfect opportunity for @PalantirTech to solve: IT departments and their systems dont talk to each other. [--] different adverse event reporting systems and we probably just need one really good one. $PLTR https://t.co/2HauyC7a7O New FDA Commissioner Martin Makary highlights an issue that is a perfect opportunity for @PalantirTech to solve: IT departments and their systems dont talk to each other. [--] different adverse event reporting systems and we probably just need one"
X Link 2025-07-22T16:07Z 12.6K followers, [----] engagements
"$PLTR was worth less than $13B in [----]. Congratulations to all shareholders ❤ This is only the beginning. Think in decades"
X Link 2025-07-25T19:56Z 12.7K followers, 46.8K engagements
"New $PLTR article. Ill link it below for you to read its short. This sentence sticks out to me: Healthcare produces nearly a third of the worlds entire data and studies indicate that almost 97% of it goes unused. The possibilities are endless"
X Link 2025-07-30T14:08Z 12.7K followers, 142.7K engagements
"Rest In Palantir @DividendDude_X $PLTR"
X Link 2025-07-31T23:31Z 12.7K followers, 52.1K engagements
"Mic drop. $PLTR"
X Link 2025-08-04T20:12Z 12.7K followers, 43.7K engagements
"The skeptics are admittedly fewer now having been defanged and bent into a kind of submission. Yet we see no reason to pause to relent here. -Palantir CEO Alex Karp Letter to shareholders August [--] 2025"
X Link 2025-08-04T20:40Z 12.7K followers, 19.9K engagements
"@AmYisraelChai36 @PalantirTech L3Harris BP SAP Fannie Mae Option care health Clariane Qualcomm Stagwell Group Lear Corp Encompass Health I dont even think thats all of them & these are just from transcript mentions doesnt include company slides or 10-Qs"
X Link 2025-08-05T19:08Z 12.7K followers, [---] engagements
"New $ABCL slides are out: Im happy - New GPCR/ion channel targeting molecule entering the clinic (ABCL688) Awesome to see they continue focusing on GPCRs. - ABCL575 has projected dosing of once every [--] months. Expected to have better efficacy than Amlitelimab. - Used up another 100M in cash since last Q. My assumption is this has to do with the final push for the GMP facility. SEC filing isnt out yet. Id like to see how the cash was used. IDGAF what happens with the stock price after hours. Looks like the market likes it right now as they beat EPS (I wouldnt have cared if they missed). Long"
X Link 2025-08-07T20:28Z 12.7K followers, 46.4K engagements
"$ABCL ABCL575 was updated on Clinicaltrials .gov yesterday. Estimated completion for phase [--] is Nov 2026"
X Link 2025-08-09T03:09Z 12.7K followers, 11.7K engagements
"@Jare92365776 @DrTomsLens @iHooghvorst Bro are you talking about the free shoes Carl Hansen got with his CEO position 🤣🤣 Werent they Nike Jordans or something"
X Link 2025-08-17T16:48Z 12.7K followers, [---] engagements
"After a 20-fold increase since DPO $PLTR has fallen 25% from its ATH. Not too long ago the stock fell by 40% (Feb-April). Volatility in stock price is nothing new to shareholders. However there's one metric in particular that is not only steady but accelerating: Growth. Palantir's YoY revenue growth has been accelerating for [--] quarters in a row now. and thanks to relatively fixed operating costs the operating margin continues to expand. This is why I believe we will continue to see the revenue growth accelerate and operating margin expand even further: - AIP is the commercial and government"
X Link 2025-08-20T17:39Z 12.7K followers, 109.2K engagements
"$PLTR New study from MIT: For 95% of companies in the dataset generative Al implementation is falling short Generic tools like ChatGPT excel for individuals because of their flexibility but they stall in enterprise use since they don't learn from or adapt to workflows Alex Karp called this years ago. you need an ontology to make these models useful at the enterprise level. Chips and ontology. All the value in the market is going to go to chips and what we call ontology $PLTR https://t.co/1McnmEZ53U All the value in the market is going to go to chips and what we call ontology $PLTR"
X Link 2025-08-21T14:29Z 12.7K followers, 88.7K engagements
"$ABCL Carl Hansen interview from [----]. Link below Questions asked: - How is the platform evolving and what's the focus for the future - What is AbCellera's strategy for growth and achieving a top global biopharma status - How is AbCellera perceived within the Canadian life sciences community - What are your thoughts on the AI revolution in drug development - What excites you in the current life sciences ecosystem - Is there a shift towards focusing on metabolic and inflammatory diseases - What is your take on the changing trends in medicine A little bit outdated and from an investor"
X Link 2025-08-21T17:32Z 12.7K followers, [----] engagements
"https://www.investmentreports.co/interview/carl-hansen-1019 https://www.investmentreports.co/interview/carl-hansen-1019"
X Link 2025-08-21T17:32Z 12.6K followers, [---] engagements
"$PLTR this analyst gets it: - Palantir is the AI Operating System - Palantir provides the environment and context layer (ontology + security model) for enterprises to deploy AI models and agents - This is a structural growth opportunity - The ROI for enterprises to deploy AI and use Palantirs service will become increasingly attractive - (Regarding living up to todays PE) Revenue growth and margin is unique. Youve never seen that type of growth and margin previously for any other companies. Enterprise is a huge market. AI is really shifting from consumer to the enterprise world. Enterprise"
X Link 2025-08-22T16:28Z 12.7K followers, 113.6K engagements
"A note from Gigachad Hansen:"
X Link 2025-09-02T14:34Z 12.7K followers, [----] engagements
"$PLTR New startup built on @PalantirTech Foundry/AIP: Namor Intelligence Built on Palantir Foundry and validated in London Namor opens a new category: Planetary Intelligence System. From corals to the Arctic Namor is scaling an architecture that allows humanity to understand predict and act on Earths most critical systems. Namor scales where risk funding and urgency converge tracking crises ranging from coral reef loss to Arctic defense and freshwater scarcity. By aligning with existing systems and budgets it empowers the most critical environmental decisions of tomorrow. Former Palantir"
X Link 2025-09-02T14:44Z 12.7K followers, 19.3K engagements
"$PLTR Alex Karp goes off about what Silicon Valley got wrong with LLMs and why Palantirs approach is dominating:"
X Link 2025-09-04T17:40Z 12.7K followers, 75K engagements
"Mind is blown. I learned so much in NYC. The Palantir story is still very early and I cant wait to watch it unfold. Thanks for having me @Elianoayounes. 🔮"
X Link 2025-09-13T13:01Z 12.7K followers, 17K engagements
"Just now: Trump visit brings 750m Palantir deal for military AI technology $PLTR"
X Link 2025-09-17T18:28Z 12.7K followers, 52.5K engagements
"@MarioNawfal cc: Carl Hansen"
X Link 2025-09-18T22:38Z 12.7K followers, [---] engagements
"Main character energy $PLTR"
X Link 2025-09-23T12:17Z 12.7K followers, 21K engagements
"New $PLTR X $NVDA video from yesterday Palantir and NVIDIA Optimize Lowe's Operations:"
X Link 2025-10-29T16:11Z 12.7K followers, 25.6K engagements
"To be the best that has ever existed in this space. Bar none. 🔮 $PLTR"
X Link 2025-11-03T21:24Z 12.7K followers, 17.1K engagements
"@CW00WC Totally agree. And for the one that wasnt previously answered it was bc the analyst asked about [---] being a hormonal treatment. which it isnt 😆"
X Link 2025-11-07T14:22Z 12.7K followers, [---] engagements
"This is my quant: https://www.youtube.com/live/NvOdDBR1cWYsi=It3YD-6w2z-O2J9O https://www.youtube.com/live/NvOdDBR1cWYsi=It3YD-6w2z-O2J9O"
X Link 2025-11-09T18:22Z 12.7K followers, 23.5K engagements
"Airbus looked at alternatives to Palantir but had found nothing remotely equivalent. Bringing in Palantir was one of the best decisions of my career - Tom Enders"
X Link 2025-11-10T04:42Z 12.7K followers, 23.9K engagements
"Prelude Therapeutics latest 10Q shows an expansion of collaboration with @AbCelleraBio providing a non-exclusive license to use certain of the companys degraded payloads to independently discover develop and commercialize select number of degrader-antibody-conjugates against undisclosed antibody targets with AbCellera having world-wide rights to lead & fully control the programs. $ABCL https://twitter.com/i/web/status/1988755102446879059 https://twitter.com/i/web/status/1988755102446879059"
X Link 2025-11-12T23:45Z 12.7K followers, [----] engagements
"$NVDA 🤝 $PLTR"
X Link 2025-11-19T22:16Z 12.7K followers, 16.2K engagements
"DENVER--(BUSINESS WIRE)--Palantir Technologies Inc. (NASDAQ: PLTR) today unveiled Chain Reaction the operating system for American AI infrastructure: The bottleneck to AI innovation is no longer algorithms; it is power and compute. America is at an inflection point in the energy infrastructure buildout and it requires software built for an entirely different scale. Chain Reaction is designed to address this directly by accelerating the AI buildout with energy producers power distributors data centers and infrastructure builders to: Transform aging power generation into high-uptime resources"
X Link 2025-12-04T11:04Z 12.7K followers, [----] engagements
"https://www.businesswire.com/news/home/20251204391468/en/Palantir-Launches-Chain-Reaction-to-Build-American-AI-Infrastructure-Founding-Partners-Include-CenterPoint-Energy-and-NVIDIAutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork https://www.businesswire.com/news/home/20251204391468/en/Palantir-Launches-Chain-Reaction-to-Build-American-AI-Infrastructure-Founding-Partners-Include-CenterPoint-Energy-and-NVIDIAutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork"
X Link 2025-12-04T11:04Z 12.6K followers, [---] engagements
"70% YoY growth with YoY growth % now accelerating for [--] quarters consecutively. Rule of 127%. Software juggernaut. Palantir reports Q4 [----] revenue growth of 70% Y/Y rule of [--] score of 127%; issues FY [----] revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth crushing consensus estimates. Q4 U.S. commercial revenue grew 137% y/y and adjusted operating https://t.co/b7a4BVTkRo Palantir reports Q4 [----] revenue growth of 70% Y/Y rule of [--] score of 127%; issues FY [----] revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth"
X Link 2026-02-02T21:10Z 12.7K followers, 18.8K engagements
"Hang it in the rafters. One day there will be books compiled of these letters. Must read: https://www.palantir.com/q4-2025-letter/en/ https://www.palantir.com/q4-2025-letter/en/"
X Link 2026-02-02T21:27Z 12.7K followers, [----] engagements
"@Venturinglist @DeepValue47 J curve @DeepValue47"
X Link 2026-02-03T03:55Z 12.7K followers, [--] engagements
"@DeepValue47"
X Link 2026-02-04T21:14Z 12.7K followers, [---] engagements
"RT @PLTRs_Palantir: Army plans for division to receive NGC2 production ecosystem in FY27 More Palantir incoming. The Army has budgeted fo"
X Link 2026-02-04T23:06Z 12.7K followers, [--] engagements
"With $ABCL earnings coming up and the recent buzz on X I felt this would be helpful to share. AbCellera is not the only small cap biotech on a run since the beginning of May. Heres [--] others. While ABCL has popped the most its clear they have all been following the same tend. Theres likely many more following this tend. Ill be the first one to say AbCellera has the potential to be very special (and I believe they already are). But I also know theres been a ton of interest lately from new investors who likely havent spent all that much time researching the company itself. What I dont want to"
X Link 2025-07-27T05:21Z 12.7K followers, 16.7K engagements
"I appreciate the ongoing conversation people are having about protecting civil liberties. However saying Palantir = the CIA is entirely false. To start InQTel has invested in over [---] companies last I checked. For example RocketLab Databricks MongoDB etc. Palantir doesnt collect or store user data. It provides an OS for users to effectively integrate their own data independently and use AI on top of it with built in audit trails and purpose based access controls to make it as difficult as possible to tamper with. Its a tool. This guy stated most of their revenue comes from the CIA - thats"
X Link 2025-11-24T20:23Z 12.7K followers, [----] engagements
"https://drive.google.com/file/d/1CSLi0w3Bk7XiX6KmMV7cGQuMmMTPgFXC/view https://drive.google.com/file/d/1CSLi0w3Bk7XiX6KmMV7cGQuMmMTPgFXC/view"
X Link 2025-06-30T17:16Z 12.7K followers, 26.6K engagements
"Awesome find @gunnarssonerik1 Acknowledgements: AbCellera Biologics Inc. (among others) 225AC-ABD320 is progressing towards clinical development as a first-in-class 5T4-targeted radiopharmaceutical ABD320 is a 5T4-specific humanized single domain antibody-Fc fusion (VHHFc) conjugated to a novel linker-chelator for targeted ''In and 225Ac delivery $ABCL https://twitter.com/i/web/status/1948049868745851019 https://twitter.com/i/web/status/1948049868745851019"
X Link 2025-07-23T15:57Z 12.7K followers, [----] engagements
"AbCellera Biologics Inc"
X Link 2025-10-01T21:55Z 12.7K followers, 17K engagements
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