The Long Term Investor

OK....I got the market open for this thread today. I am NOW....heading off to my CARDIOLOGY appointment to review my stress test and other tests that were done. Totally anti-climactic since I have reviewed all the results already online and know that NOTHING was found. BUT....at my age it is a good thing to do some preventative medical testing once in a while....at least....I now have established a baseline for future results.

SO....I will be out of touch for the next.....TWO to THREE hours. OR.....if the markets are not to my liking I will simply IGNORE them all day.

SO......somebody post something......somebody buy something......lets make this a good start to the week and the month.

 

I had a ....SMALL...gain today. But...green is green. I also beat the SP500 today with my stocks by.....0.43%.

I live to fight another day.

 

OK.....PLTR.

Palantir tops estimates on 85% revenue growth, fastest expansion since market debut in 2020

https://www.cnbc.com/2026/05/04/palantir-pltr-q1-earnings-report-2026.html

Of course historic earnings and a HUGE BEAT. AND....the stock is down after hours. Of course it is.

"Key Points

• Palantir’s results topped Wall Street expectations, and the company also issued better-than-expected guidance
• Revenue increased 85%, the company’s fastest growth since its public market debut in 2020.
• The company reported revenue growth to U.S. government customers of 84% in the first quarter."

 

AND.....another take.

Palantir Q1 revenue jumps 85% on booming US business

https://finance.yahoo.com/markets/a...umps-85-on-booming-us-business-141825352.html

AND......NO...it is not just the government deals:

....."The company has also seen accelerating business sales growth, with sales to major corporations such as Nvidia (NVDA), Airbus (AIR.PA), and Stellantis (STLA).

Last quarter, Palantir said it closed 206 deals of at least $1 million, 72 deals of at least $5 million, and 47 deals of at least $10 million."......

But on an individual level the disrespect continues. AND....on a market level.......for all the greatest companies in the world....we continue to see FUNDAMENTALS....that are never good enough and simply are IGNORED.

NOTHING is ever good enough for all the nit-picking....fear-mongers and speculative GAMBLERS.

Insert my usual RANT.........(here).

 

I LOVE the PLTR CEO letters....here is the recent one from TODAY. I LOVE a CEO that is confident and has some....FIRE....and is not afraid to say it like it is. BRAVO........and.....screw the markets.

"I.

We believe it is not hyperbolic to say that nearly all AI workflows that actually create value—especially on the battlefield—are built on Palantir.

We are an N of 1.

Our financial results now demonstrate a level of strength that dwarfs the performance of essentially every software company in history at this scale.

We generated $1.6 billion in revenue in the first quarter of this year, a new record in our company’s history, representing a soaring 85% growth rate over the same period the year before.

Put differently, we almost doubled the size of our entire business, of all of our revenues generated across the government and commercial sectors, in the span of only twelve months.

The significance and enormity of this accomplishment, the magnitude of this feat against not insignificant headwinds, may be lost on some.

We stand on the walls, sentinels of the inner sanctum, against the assault of AI slop. The Ontology is based firmly in reality—there is, here, a dialectic between ground truth, tribal knowledge, and enhancements.

With regard to the Wittgenstein quote above, we suggest an addendum for AI: One must actually expose reality, not merely appear to do so.

The institutions that we serve, representing the durable, loadbearing infrastructure of our society, grasp this. They demand nothing less; they know society can afford nothing less. For over twenty years, and across five administrations of both political parties, Palantir’s platform has enabled programs that have delivered results for people all over the United States and around the world.

We achieved this staggering growth with a hiring discipline that is too rare in the software industry today. This quarter, our revenue per employee rose to $1.5 million on an annualized basis. In the United States, that figure was $1.6 million.

These numbers take even greater significance in light of a sales headcount that is smaller now than it was even two years ago. And yet, Palantir is now literally one of the most impactful companies on the planet.

There seems to be a rotation amongst AI model companies who engage in an intensely competitive race in which we have seen token costs suffer a thousandfold decline over just a few years and where winners and losers swap places every six months.

Our path has been different, building a juggernaut of a business that is delivering results to our partners in the world as it is today. We are in a category of our own.

II.

While some within the industry are spending their way to a version or likeness of growth, we have built the platforms that are delivering record and accelerating levels of profit. We generated a total of $871 million in profit in the first quarter of the year, more than four times greater than the same period the year before.

It is worth reiterating. Our quarterly profit—the largest in our company’s twenty-three-year history—has more than quadrupled in only twelve months.

These are not incremental or marginal advances. These are signs of a phase shift, even sublimation, to borrow the concept from physics.

Our record levels of revenue and profit are the direct results of the revolutionary way we built this business, which is unlike anything we have seen in corporate America.

Indeed, we generated nearly as much in profit in the first quarter of the year as we did in revenue only twelve months ago.

What business in the world, at this scale, has ever accomplished anything of the sort?

III.

The United States remains the center, the constant core, of our business.
And that business is erupting.

We generated $1.3 billion in the United States alone last quarter, representing a 104% increase over the same period the prior year.

To be clear, our U.S. business more than doubled in twelve months.

The growth rate of many businesses tends to slow down, to ease, as they scale within their markets.

Ours has not.

And the twin pistons of our U.S. business are now firing in sync.

Our revenue from U.S. commercial customers increased to $595 million in the first quarter, representing a growth rate of 133% from the same period the year before, while revenue from U.S. government customers, including our nation’s defense and intelligence agencies, reached $687 million last quarter, increasing 84% from the same period the prior year.

And it is worth noting there is really nobody making the case that the U.S. military should have second-rate AI capabilities or lackluster software. If we are going to ask someone to step into harm’s way on behalf of our country, they deserve the best.

Palantir was founded to strengthen U.S. national security, to protect Americans and their freedom. We have done so across Democratic and Republican administrations, and on behalf of all Americans, with deep pride.

The mission continues.

Sincerely,

 

LOL.

You tell me that FUNDAMENTALS matter anymore. PLTR is the perfect example that they dont. It is all....MEDIA, MEDIA, MEDIA, hounding stocks and the markets with ridiculous story-lines.....and speculators. I would say they are the GREATEST company in the world when it comes to ACTUALLY putting AI to use.

ALL....the other big tech companies are constantly HARASSED by the media over when they are going to show AI being used in their products. WHEN....actually it is all through their products.

AND...here we have a company selling the.....HELL...out of AI as a successful product.....and NOPE...it does not matter at all.

AND....of course MR A-HOLE.....steps in and uses the MEDIA to push his short trading position.....which is a FAILURE so far....and I have no doubt will end up a FAILURE. Why does this matter......simply....MEDIA DRAMA for clicks and SENSATIONALISM.

That is where we are in the markets.....AND......dont tell me this is not impacting the markets and the long term...it is EVERY DAY.

 

As to the above.

PLTR Drops 3% In Premarket Despite Blowout Results; Retail Bulls Load Up On The Dip
Sentiment for Palantir was partially weighed down by a fresh short position and critical commentary from Michael Burry.

https://stocktwits.com/news-article...s-retail-bulls-load-up-on-the-dip/cZQwMVVReBS

• "Palantir reported Q1 revenue and profit well ahead of expectations and raised its full-year forecasts.

• Retail traders dismissed concerns, advising buying the stock and expecting a sharp rebound.

• Stocktwits sentiment for PLTR shifted to ‘extremely bullish’ from ‘bearish.’"

BUT WAIT.....Mr SHAM-WOW of the markets......swoops in with his MEDIA FOOLS.

"Burry’s Fresh Short Weighs PLTR Sentiment
While the results were strong, sentiment was partially weighed down by a fresh bearish view from ace investor Michael Burry, who said in a Substack post that he added a new short position in the stock just before earnings."

AND as usual....REALITY....does not matter......here it is....from the article:

......""The valuation concern do not hold any traction," argued a user. “Why the hell people waited until the stellar earnings to bring the stock down? The valuation got only better after the earnings. If valuation was a concern, it should have been a bigger concern before the earnings. Doesn't make sense.”"....

 

To continue......at the same time you have a CRAP and IRRELEVANT company like INTEL up 50%.....on some minimal improvement.

I am not the only one that sees this happening. Just google...."fundamentals no longer matter in stocks"....or...."earnings no longer matter to stocks".....or...."the markets no longer care about earnings".

 

PLTR.....DOWN by over $7.......over 5%.

BUT.....I dont care....this is EXACTLY what I expected.....since I see the REALITY in terms of how the markets are disconnected and rushing to nothing but.....GAMBLING based platforms.

 

I like this little article....even though I may not agree with portions of it. I like that the author talks about....RANTING.

Weekly Market Pulse: There’s Gambling Going On In Here!

https://alhambrapartners.com/weekly-market-pulse-theres-gambling-going-on-in-here/?src=news

 

SORRY......those of you that are under age 40.....YOU ARE SO SCREWED. Not that it is hopeless....you need to do everything you can with saving and investing while you can....NOW.

With all the SOCIALISTS and COMMUNISTS being elected all over the country. AND...the governmental changes being pushed....some of which I have no doubt will EVENTUALLY happen....like making DC a state or packing the Supreme Court.

AND...with investing becoming GAMBLING.

Not to mention the impact of AI on EVERYTHING in culture and society....starting with jobs.

Etc, etc, etc, etc.

 

I DO like the booming markets today. Although I probably have a LOSS with NVDA being basically FLAT......and flirting with going RED. AND....PLTR....being down by $8.26. Pushing toward a LOSS of 8%.

ALL on HISTORIC EARNINGS......that do not matter.

 

BUT.......CONTRARY....to the MEDIA.

What ultrawealthy market insiders are saying about record-setting stock prices

https://finance.yahoo.com/markets/a...ut-record-setting-stock-prices-130814656.html

......."Most finance people I chatted with remain full steam ahead, putting client money to work in the market for the long term. No one has issued a market warning. I wouldn’t say the power brokers are foaming at the mouth to buy more stocks. Consider it more of a controlled optimism based on strong corporate earnings."......

 

The markets today.

S&P 500, Nasdaq, Dow rise as oil slides, wave of solid earnings rolls in

https://finance.yahoo.com/markets/s...y-tuesday-may-5-iran-uae-ships-233125850.html

 

JOBS, jobs, jobs......and AI.

Crypto exchange Coinbase plans to cut 700 jobs, citing 'market conditions' amid restructuring for 'AI era'

https://finance.yahoo.com/markets/c...-amid-restructuring-for-ai-era-114736399.html

 

AND.....on AI and jobs.

‘Almost every Fortune 500 is tracking overall AI usage’: What that means for employees

https://www.cnbc.com/2026/05/05/ai-use-work-employee-monitoring-tech-surveillance.html

 

I....HATE....being a "CASSANDRA" today....but I just cant sit by and say nothing......sometimes.

Cassandra

https://en.wikipedia.org/wiki/Cassandra

 

The short sellers, speculators, and AI trading systems.....are having a NEGATIVE field day with PLTR today. Market MANIPULATION at it's finest......and it is legal in today's investing world. People like....MR A-HOLE.

While the long term retail and other investors sit.......MUTE.....for the long term with the stock. Of course..... these "little people".....that are actual investors..... have no POWER to manipulate the media and the markets.

Of course the PLTR earnings TRIGGERED....a massive RALLY for the general markets today.....along with oil prices.

 

LOL......I say all the above.....while sitting here....BEMUSED...watching it all. Of course the one big cap tech stock that is RED besides PLTR.........NVDA.

AND in that context I say.....this market behavior is just....DISGUSTING.

SO....I am out of here till the close. (LOL....a good excuse to bail and do other tings today)

WHATEVER.....I have ZERO ability to change anything regarding....society, culture, the markets, politics, etc, etc, etc. SO....why should I care or worry about it.