FUNDA goes beyond an accurate $PLTR Preview. With FUNDA PLTR PLAY, you can explore all the PLTR data we track in one interactive experience—and see exactly how we’re thinking about the company.
Introducing Palantir Monitor.
$PLTR is being repriced as an AI infrastructure
Preview| $PLTR : 2Q26 Growth Momentum Remains Strong
We expect Palantir to remain on a strong growth trajectory in 2Q26. Government momentum is broad-based across U.S. defense, civilian federal agencies, and international government use cases, as the company evolves from a
Review| $NBIS 26Q2: Vineland Risk Eases; Demand and Pricing Remain Strong
Nebius delivered an overall positive Q2.
The biggest pre-earnings risk—whether the Vineland 2 delay would force a cut to FY26 revenue guidance—did not materialize. At the same time, GPU demand, pricing,
Deep|Optics: The Scale-Across TAM Is Taking Shape
Scale-across moved into design wins, order books, and TAM guidance this earnings season. We review what Arista, Cisco, Ciena, Nokia, MACOM, VIAVI, and Keysight said and what it means for high-end optics.
“Expanding inferencing
Research|Takeaways from the Future of Memory and Storage Conference 2026
Memory stays tighter for longer: We do not read the recent flattening in memory ASP growth as a sign of coming oversupply. Higher CSP LTA mix, consumer price sensitivity, and data-center demand should keep
Research| $GOOG : The Market Sees Brain Drain; We See a Long-Overdue Organizational Consolidation
Our read on the Google AI leadership changes is a bit different from the market’s initial reaction.
On the surface, this is clearly a significant exodus of senior talent. Jeff
