Palantir's government contract activity is growing sharply, supporting its resilience despite the share-price pullback. Its $2.1 billion in 12-month obligations is up 184% from the prior year, among the strongest increases tracked. The Cryptic Bottom Index remains green despite the pullback. Its score is among the highest in the Cryptic Research System, led by growth and profitability, though catalysts and valuation score weakest. x.com  x.com  x.com 

Continued improvement in fundamentals and technicals could carry Palantir to megacap scale. A $1 trillion market cap is a realistic destination for strong growth companies, and Palantir appears on that path, though its timing is uncertain. Drawdowns remain opportunities to accumulate until the thesis changes. x.com 

Palantir looks stretched again, back at about 69 times sales. Michael Burry added March 2027 Palantir puts after covering half his shorts near $107. A further run to $187-$198 would be the better level to lean bearish, and with software stocks running hot for two weeks, the whole trade may top out for a breather. x.com  x.com 

Palantir's very bullish large customer options flow last week left big footprints ahead of a big earnings beat. If it holds $138 weekly support, $161.40 comes into view. x.com  x.com 

Palantir's government and commercial AI demand keeps compounding. Holding through volatility still calls for careful sizing: a 590% gain can turn into a 50% drawdown fast. x.com  x.com 

Palantir's roughly $500B market cap and 80x sales make it prudent to trim exposure despite continued affection for the company. Its tenfold run has already delivered substantial gains, not just the beginning; smaller speculative positions are getting crushed in this environment. x.com  x.com 

Palantir's low of the day looks set: after a stretch of heavy bearish options flow that it needed to bottom from, bullish flow is now coming in. x.com  x.com  x.com 

Institutions are still buying Palantir, which matters more than the tough market. Its recent PEG marked only the second high-volume accumulation event in its history, about $27B, in the same zone as the first in August 2025, and the decline from all-time highs was inefficient. The leveraged PLTU fund is still struggling to reclaim $50.20, so it may just take time. x.com  x.com 

Palantir's downtrend could turn violent as the market chases shiny new sectors and the expensive narrative may still hold. It remains a top watchlist name, but it looks double-edged here, so patience is warranted. x.com 

Palantir in the $130s is likely one of the best buying opportunities of the next several years. It is extremely profitable with strong fundamentals, and its products make other businesses more efficient, which merits a premium. Its 20-year ontology and AIP, which makes generative AI enterprise-ready and operational, drive commercial and government growth. This year's weak performance is healthy, and the longer the base, the bigger the breakout. x.com