Palantir Technologies(PLTR)
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X @Cassandra Unchained
Cassandra Unchained· 2026-05-10 01:33
Credit, where credit is due."The public swipes Palantir executives are taking at the quality of work coming from the AI labs these days reflect a concern increasingly familiar to the American worker: Palantir is at risk of being replaced, or at least rendered less necessary, by AI, according to AI company executives, current and former Palantir employees, and analysts who follow the company."As Palantir CEO Alex Karp derides AI “slop,” investors and some employees see a real threat of the company ceding bus ...
X @Cassandra Unchained
Cassandra Unchained· 2026-05-05 15:05
$PLTR at $137 and with that $350+ billion fully diluted market cap you can still buy Northrop Grumman $NOC, General Dynamics $GD and Lockheed Martin $LMT, and have enough left over for L3Harris $LHX.Or you could buy every single one of my 38 GameStop $GME acquisition alternatives PLUS Lockheed Martin. ...