#PalantirBeatAndRaise

A stock down 29% on the year just posted 93% revenue growth. Not a typo. Palantir dropped its Q2 numbers after the US close on Aug 3, and they were loud: · Revenue of $1.94B, above the ~$1.81B expected · Adjusted EPS of $0.41 vs $0.35 expected · US commercial revenue up 149% YoY, US government up 90% · Full-year revenue guidance raised to ~$8.15B, up 82% YoY Shares jumped about 12% after hours, past what options were pricing in. CEO Alex Karp called the quarter "otherworldly" and told CNBC the growth "is going to go on for at least another 18 months." Here's the twist. Palantir is still down 29% this year even while growing 80%+. The stock trades at roughly 60 to 70 times sales, and the market is split on what that means: some read it as a valuation that already prices years of growth ahead, others see AI demand that keeps outrunning expectations. That debate, more than the earnings themselves, is what's driving the swings. Here's the part crypto folks care about. You no longer need a US brokerage account to catch a move like this. OKX tokenized stocks track the real thing 1:1 and trade 24/7 with USDT, and $XPLTR ran up nearly 15% right alongside the report. This isn't a niche anymore. Tokenized stocks are the fastest-growing corner of the RWA market, with roughly $15B in spot volume in Q1 alone and 400%+ growth since early 2025. The line between crypto rails and equities keeps getting thinner. Would you trade a big earnings name through a tokenized stock, or do you still prefer holding pure crypto? #PalantirBeatAndRaise

🚨 Next week's earnings could shape both AI and crypto market sentiment—but one report may stand out. 📅 Companies in focus: 📊 Palantir ⚡ AMD 🚀 SpaceX 🪙 Circle The first three are expected to provide another read on AI demand and enterprise spending. Since the market has already priced in much of the AI optimism, only major surprises are likely to drive outsized reactions. Circle could deliver a different kind of signal. Recent crypto-related results have been mixed, with signs of softer trading activity across parts of the industry. That raises an important question: Has institutional capital exited crypto, or is it simply waiting for the next opportunity? Circle's earnings—especially updates on USDC circulation, reserves, and adoption—may offer valuable clues. 🟢 If USDC supply continues to grow: it could suggest institutional investors are still allocating capital through regulated stablecoin infrastructure. 🔴 If USDC supply declines: it may point to broader liquidity leaving the ecosystem rather than simply rotating between assets. For crypto investors, stablecoin trends often provide an early indication of market liquidity and institutional participation. Bottom line: AI earnings will help measure the strength of the technology sector, while Circle's report could provide one of the clearest signals about the current state of crypto capital. #Crypto #Bitcoin #Ethereum #USDC #Stablecoins #AI #EarningsWeek #DailyOrbit $BTC $ETH #30YYieldAt19YHigh #SpaceXUnlockLooms #EarningsWeekAhead $BTC $ETH $BEAT

#PalantirBeatAndRaise $XPLTR 🚀 Palantir Delivers Another Massive Beat! Palantir (PLTR) has once again exceeded Wall Street's expectations with an outstanding Q2 2026 earnings report, highlighting the accelerating adoption of AI across enterprises. 📊 Key Highlights: • Revenue reached $1.935 billion, up 93% year-over-year. • Adjusted EPS came in at $0.41, beating analysts' estimates. • U.S. commercial revenue surged 149%, setting a new company record. • U.S. government revenue climbed 90%, reflecting growing demand for AI-powered data analytics and decision-making platforms. 📈 Full-Year Guidance Raised Management increased its 2026 revenue forecast to approximately $8.15 billion, signaling strong confidence that enterprise AI demand will continue to expand throughout the year. 🤖 CEO Alex Karp emphasized that businesses increasingly prefer AI platforms that allow them to keep sensitive data under their own control, rather than sending it to external AI models. This remains one of Palantir's strongest competitive advantages. 💹 Following the earnings release, PLTR shares jumped more than 15% in after-hours trading, reflecting strong investor confidence. 👉 The results reinforce that the AI race isn't just about foundation model developers like OpenAI or Anthropic. Companies providing the infrastructure and enterprise software that power AI adoption—such as Palantir—are emerging as some of the biggest winners in the AI revolution.

Four earnings reports next week, Circle is the finale There are four earnings reports next week: Palantir, AMD, SpaceX, Circle. But honestly, the information the first three can provide has basically been given in the last round of tech giant earnings, which is to verify whether AI demand is genuinely strong or just hype. This expectation has been repeatedly traded in the market, so even if there is deviation, the marginal impact won't be too large. Instead, the last one, Circle, is the most worth watching. Coinbase revenue dropped 18.5%, Robinhood crypto revenue fell nearly 40%, and USDT growth has stopped. Three reports from the crypto side have already been submitted, all pointing in the same direction—the market is shrinking. But one thing hasn't been confirmed yet: is the capital really leaving, or just changing containers? Circle's answer can confirm this. If USDC circulation is rising, it means the money hasn't gone far, just waiting for a compliant entry point. If it also falls, then it really is a net outflow, and the stablecoin market is shrinking overall. This concerns a more fundamental question: whether institutional funds are still waiting at the door. The scale of compliant stablecoins is a leading indicator of this issue. As for the rest, there's nothing much to focus on, just do your own well. $BTC $ETH #DailyOrbit

AI demand is exploding? Palantir's revenue soars 93%, surging 13% after hours Palantir delivered a financial report far exceeding market expectations. Q2 revenue reached $BTC 1.94 billion, up 93% year-over-year, not only setting a new record but also significantly surpassing market forecasts. After the earnings release, the stock price jumped about 13% in after-hours trading. What truly amazed the market was not just the revenue growth, but the 149% surge in U.S. commercial business revenue and 90% growth in government business. Meanwhile, the company signed $BTC 3.37 billion in new contracts in a single quarter, free cash flow exceeded $1.2 billion for the first time, and it raised its full-year revenue forecast to $BTC 8.15 billion to $8.16 billion. Many previously thought Palantir relied too heavily on government orders, but now more and more enterprises are paying for AI applications, prompting the market to reassess its growth potential. #FedSplitGoesPublic #BigTechEarningsWatch #PalantirBeatAndRaise

Palantir Beat & Raise: Why Wall Street Can’t Look Away $PLTR just dropped one of the strongest AI earnings of the season. Q2: ∼$1.94B revenue, +93% YoY. EPS $0.41. Both beat estimates. They also hiked 2026 revenue guidance to ∼$8.15B. AI demand from gov + commercial isn’t slowing. The kicker: $3.37B in new contract wins and $1.22B in free cash flow. This isn’t just growth. It’s profitable AI. What it means for the AI supply chain: $NVDA - Palantir’s platform runs on GPUs. More AI deployments = more demand for Nvidia’s accelerators. $SKHYNIX - Bigger AI workloads = more HBM needed. SK Hynix is Nvidia’s key HBM supplier. $SNDK - AI infra needs fast storage. SanDisk NAND and enterprise SSDs stand to benefit. PLTR’s beat confirms one thing: AI is moving from hype to real revenue. If spending keeps ramping in H2 2026, the whole chain wins. #DailyOrbit #FedSplitGoesPublic #BigTechEarningsWatch $NVDA

Palantir Beat & Raise: Why Wall Street Can’t Look Away $BTC PLTR just dropped one of the strongest AI earnings of the season. Q2: ∼$BTC 1.94B revenue, +93% YoY. EPS $0.41. Both beat estimates. They also hiked 2026 revenue guidance to ∼$BTC 8.15B. AI demand from gov + commercial isn’t slowing. The kicker: $3.37B in new contract wins and $1.22B in free cash flow. This isn’t just growth. It’s profitable AI. What it means for the AI supply chain: $NVDA - Palantir’s platform runs on GPUs. More AI deployments = more demand for Nvidia’s accelerators. $SKHYNIX - Bigger AI workloads = more HBM needed. SK Hynix is Nvidia’s key HBM supplier. $SNDK - AI infra needs fast storage. SanDisk NAND and enterprise SSDs stand to benefit. PLTR’s beat confirms one thing: AI is moving from hype to real revenue. If spending keeps ramping in H2 2026, the whole chain wins. #FedSplitGoesPublic #BigTechEarningsWatch #PalantirBeatAndRaise

$PLTR Palantir reports Q2 2026 results today. The first livestream I ever did to cover their earnings was Q4 2021. At the time, the company did $433M in revenue and has a -14% operating margin. Today, the company is expected to announce $1.8B in revenue (4x their quarterly revenue from 5 years ago) and have 50%+ operating margins. It has been an incredible journey that has allowed so many regular people like myself to participate in it because of the company’s remarkable execution. I expect Palantir to deliver strong results but more importantly, Alex Karp has changed the entire street’s perspective on what it means for AI to actually deliver value for an enterprise and where the burden of creating value lies in, which is the application layer, the part of the stack that actually sits down with an enterprise to figure out how to make these models mean something. I believe the street will begin their journey to understanding how important it is. Regardless of stock reaction, the company continues to execute and I continue to have extreme conviction that Palantir is the company that will win in the age of AI because they make sure that their customers are winning with them.

Palantir has once again drawn attention after reporting stronger-than-expected earnings and raising its outlook for future growth. The company has been benefiting from increasing demand for its artificial intelligence platforms, data analytics solutions, and government and commercial contracts. By lifting its guidance, Palantir is signaling confidence that this momentum could continue in the coming quarters. When companies not only exceed earnings expectations but also increase their future forecasts, investors often view it as a positive sign of business strength. However, markets also consider factors such as company valuation, competition, and whether future growth expectations are already reflected in the share price. As AI continues to reshape industries, companies that successfully turn AI investments into sustainable revenue will remain closely watched by investors. Palantir's latest results also highlight a broader trend: businesses with strong AI capabilities are increasingly becoming key players in the next wave of technological innovation. Whether this momentum continues will depend on execution, customer demand, and the overall economic environment. #PalantirBeatAndRaise $BTC

Palantir Beat & Raise: Why Wall Street Can’t Look Away $BTC PLTR just dropped one of the strongest AI earnings of the season. Q2: ∼$BTC 1.94B revenue, +93% YoY. EPS $0.41. Both beat estimates. They also hiked 2026 revenue guidance to ∼$BTC 8.15B. AI demand from gov + commercial isn’t slowing. The kicker: $3.37B in new contract wins and $1.22B in free cash flow. This isn’t just growth. It’s profitable AI. What it means for the AI supply chain: $NVDA - Palantir’s platform runs on GPUs. More AI deployments = more demand for Nvidia’s accelerators. $SKHYNIX - Bigger AI workloads = more HBM needed. SK Hynix is Nvidia’s key HBM supplier. #FedSplitGoesPublic #BigTechEarningsWatch #PalantirBeatAndRaise