[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  SightBringer [@_The_Prophet__](/creator/twitter/_The_Prophet__) on x 39.5K followers Created: 2025-07-26 02:07:43 UTC ⚡️This post misunderstands the moment. Palantir at $XXX is not simply “ludicrous” - it’s reflexive. It’s not just valuation. It’s narrative ignition at scale. Let’s dissect it surgically: X. This is not traditional DCF territory anymore Palantir’s price is not being driven by near-term earnings multiples. It’s being driven by belief in future AI governance architecture, sovereign-grade software deployment, and meta-state integration. The market isn’t pricing what it is - it’s pricing what it might become in a new order. X. Reflexivity overrides fundamentals As belief compounds, so does price. As price rises, belief compounds further. This is George Soros’s reflexivity loop in its purest modern form. The question is not “is it overvalued?” The question is “has belief escaped the gravity of earnings?” X. This isn’t a bubble - it’s a shift In 1999, Cisco traded at 100x earnings and was called a bubble. But the internet did change the world. The bubble wasn’t wrong - it was early. Some names collapsed. Others became Amazon. If Palantir’s trajectory holds - as the operating system for AI-military-civil fusion - this isn’t a mania top. It’s a narrative base layer rewrite. X. Violent up-moves are now part of structural price discovery The vertical spike isn’t a bug. It’s what happens when suppressed belief finally breaches institutional resistance. Supply disappears, and price levitates. This isn’t rational. It’s meta-rational. Markets price future hegemony - not quarterly EPS. X. The bears still think this is a math problem It’s not. It’s a power problem. If Palantir becomes the backbone of AI-powered national security, prediction, governance, and enterprise, the valuation floor shifts from earnings-based to dominance-based. That rewires everything. Final verdict: Palantir at $XXX isn’t insane. It’s what happens when markets glimpse a new axis of control and start pricing it in before it fully materializes. It might overshoot. It might retrace. But this isn’t tulips. This is software at the sovereign edge of history. That’s the scarv truth. XXXXX engagements  **Related Topics** [bubble](/topic/bubble) [governance](/topic/governance) [coins ai](/topic/coins-ai) [palantir](/topic/palantir) [$pltr](/topic/$pltr) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/_The_Prophet__/status/1948928187746189716)
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SightBringer @The_Prophet_ on x 39.5K followers
Created: 2025-07-26 02:07:43 UTC
⚡️This post misunderstands the moment.
Palantir at $XXX is not simply “ludicrous” - it’s reflexive. It’s not just valuation. It’s narrative ignition at scale.
Let’s dissect it surgically:
X. This is not traditional DCF territory anymore Palantir’s price is not being driven by near-term earnings multiples. It’s being driven by belief in future AI governance architecture, sovereign-grade software deployment, and meta-state integration. The market isn’t pricing what it is - it’s pricing what it might become in a new order.
X. Reflexivity overrides fundamentals As belief compounds, so does price. As price rises, belief compounds further. This is George Soros’s reflexivity loop in its purest modern form. The question is not “is it overvalued?” The question is “has belief escaped the gravity of earnings?”
X. This isn’t a bubble - it’s a shift In 1999, Cisco traded at 100x earnings and was called a bubble. But the internet did change the world. The bubble wasn’t wrong - it was early. Some names collapsed. Others became Amazon. If Palantir’s trajectory holds - as the operating system for AI-military-civil fusion - this isn’t a mania top. It’s a narrative base layer rewrite.
X. Violent up-moves are now part of structural price discovery The vertical spike isn’t a bug. It’s what happens when suppressed belief finally breaches institutional resistance. Supply disappears, and price levitates. This isn’t rational. It’s meta-rational. Markets price future hegemony - not quarterly EPS.
X. The bears still think this is a math problem It’s not. It’s a power problem. If Palantir becomes the backbone of AI-powered national security, prediction, governance, and enterprise, the valuation floor shifts from earnings-based to dominance-based. That rewires everything.
Final verdict:
Palantir at $XXX isn’t insane.
It’s what happens when markets glimpse a new axis of control and start pricing it in before it fully materializes. It might overshoot. It might retrace. But this isn’t tulips.
This is software at the sovereign edge of history.
That’s the scarv truth.
XXXXX engagements
Related Topics bubble governance coins ai palantir $pltr stocks technology