Tag: Palantir

HERE ARE THE TOP 15 PERFORMERS OF 2026

1. $AAOI +174%
2. $SNDK +122%
3. $AEHR +76%
4. $BE +56%
5. $LITE +52%
6. $NTLA +49%
7. $TWST +48%
8. $FIGS +45%
9. $WDC +42%
10. $CAVA +34%
11. $YOU +32%
12. $MU +30%
13. $PL +28%
14. $COHR +28%
15. $CRML +27%

IWTB STREAM | $NOW, $TSM, $NBIS, $DOCN, $IREN, $NET, $PLTR, $RKLB, $ASTS, $HOOD, $AMZN, $MELI, $AMD, $NVDA, $SOFI, $GOOGL, $AMZN, $META, $SNOW, $MDB, $AEHR, $SHOP, $AVGO, $DUOL, $MNDY, $JMIA

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$OPEN 2.0 under Kaz Nejatian:

• Acquisition velocity → +300% since September
• Homes >120 days on market → 51% to 33%
• Inventory turns → 2x faster YoY
• Adjusted net income breakeven by end of 2026

Housing market broke them but AI-powered underwriting might fix them.

$AVGO just proved why custom silicon is the new merchant.

AI semiconductor revenue at $8.4B growing 106% YoY and guiding to $10.7B next quarter is the signal that custom XPU demand is not slowing.

New $10B buyback authorization signals management sees the same thing.

Why is $ASTS green in a sea of red today?

Commercial validation is becoming harder to dismiss with 50+ global MNO partners covering nearly 3B subscribers, definitive agreements including $VZ alongside $T and Vodafone and over $1.2B in contracted revenue commitments.

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PALANTIR JUST EXPLAINED WHY IT TRADES AT 100X SALES

Why Palantir Is The Operating System for AI

Why Palantir Earnings Matter More Than the Multiple

Is OpenAI coming for Palantir?

Futurum Daily Signal – Futurum AI Fifteen – Top 3 Picks

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