Research · Sep 3, 2026
Palantir's FY2025 US Commercial revenue crossed $1B (+50%) as AIP's bootcamp go-to-market converted proofs-of-concept into enterprise deployments at an accelerating rate. GAAP net income ~$650M at ~19% GAAP operating margin, with Rule of 40 score ~48. NDR ~128% confirms expansion-within-enterprise motion. FY2026 thesis: does AIP achieve enterprise-wide standardization (vs department-level pilots), driving average contract values toward $10M+ and sustaining 25-30% revenue growth without proportional customer acquisition cost?
Research · Jun 6, 2026
FT reports the NSA is using Anthropic's Mythos for cyber operations as the US doubles down on defense AI. What the catalyst means for PLTR, LMT, and HII.
Research · Apr 13, 2026
Anchored in a 2026 report on Nvidia AI, autonomous trucking, and $1T robotics growth, this analysis ranks NVDA, TSLA, ISRG, DE, PATH, and PLTR as key winners. Nvidia leads with GPU dominance, while Tesla's Optimus eyes trillion-dollar potential amid scrutiny.
Research · Apr 10, 2026
Research · Apr 9, 2026
Jamie Dimon's $725B 2026 AI capex forecast spotlights NVIDIA, Microsoft, Amazon, and Palantir as infrastructure winners, while Snowflake and Salesforce face SaaS disruption risks. NVDA leads conviction rankings amid explosive growth; article details financials and verdicts for all six.
Research · Apr 9, 2026
A record $300B VC surge into AI startups is spilling over to public markets, boosting demand for chips, cloud, and platforms. NVIDIA, Microsoft, and peers lead the capture with explosive growth and AI tailwinds. Ranked picks highlight purest plays amid hyperscaler capex frenzy.
