This Changes Palantir Forever 💰️

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Palantir just got a Pentagon-level software upgrade

And yes… Michael Burry is circling.

Let’s unpack this.

Palantir Technologies just received an expanded authorization from the Defense Information Systems Agency (DISA).

In plain English?

The U.S. government can now run Palantir’s software basically anywhere.

We’re talking:

No more “Sorry, that software only works on Brand X hardware.”

This is now hardware-agnostic.

Plug it in. It works.

Palantir’s Federal Cloud Service already had high-level authorizations — Impact Level 5 and Impact Level 6 (serious national security stuff).

Now those approvals extend to edge deployments and on-prem use.

That’s big.

Because modern defense isn’t just giant server rooms in D.C.

It’s:

Akash Jain, Palantir’s U.S. Government CTO, basically said:

“The future of warfighting demands software that can operate anywhere.”

Not “somewhere.”

Anywhere.

Think of this like upgrading from Wi-Fi that only works in your living room… to Wi-Fi that follows you into the garden, the garage, and the neighbor’s house.

For mission-critical systems, flexibility = survivability.

This authorization opens the door for true multi-vendor architectures.

Meaning the government can mix and match hardware providers while keeping Palantir’s software layer on top.

That’s powerful.

Because once your software becomes the connective tissue across systems…

Switching costs get sticky.

Very sticky.

And sticky revenue is Wall Street’s favorite flavor.

If you’ve ever read The Big Short by Michael Lewis, you’ll know the real money usually sits where incentives quietly lock in — not where the headlines scream.

On the same day, Michael Burry released a cautious report on Palantir via his investment site.

Earlier this month, he teased he was “working on something” related to the stock.

Now we have:

Classic tension setup.

Growth narrative vs valuation discipline.

On one side:

Palantir continues to deepen its integration with U.S. defense infrastructure.
That’s long-cycle, sticky, high-barrier-to-entry business.

On the other:

Whenever a stock becomes a retail favorite, skepticism rises.
And Burry doesn’t usually publish cautious notes for fun.

The market now has two storylines:

Investors will decide which one deserves the premium.

Growth… with a side of debate.

Palantir’s expanded DISA authorization means its software can now run on-prem and at the tactical edge on any hardware for high-level government systems. That’s deeper integration into mission-critical infrastructure — not just another contract.

📌 Action: Gradually build a position in $PLTR ( ▲ 1.77% ) on pullbacks. Scale in over weeks, not days. Treat it like infrastructure exposure, not a hype trade. If adoption keeps expanding, switching costs compound.

When one defense tech player embeds deeper, procurement budgets don’t shrink — they often expand across the ecosystem. Multi-vendor architectures mean other contractors benefit too.

📌 Action: Add exposure to broader defense ETFs like iShares U.S. Aerospace & Defense ETF $ITA ( ▲ 1.01% ) or SPDR S&P Aerospace & Defense ETF $XAR ( ▲ 1.14% ). This captures structural defense digitization without single-stock risk. Let the government spending cycle work for you.

Michael Burry issuing a cautious note creates narrative tension. Strong fundamentals + visible skepticism often equals volatility.

📌 Action: Set price alerts on $PLTR ( ▲ 1.77% ) and only add during sentiment dips — red days driven by commentary, not contract losses. Build positions when debate is loud. Long-term value compounds while headlines argue.

Alright, let’s talk about Nebius $NBIS ( ▲ 9.23% ) — the AI infrastructure rocket ship that just tripped over a quarterly speed bump.

And by speed bump, we mean:
Revenue up 547% YoY… and the stock still fell 3%.

Welcome to earnings season, where vibes matter more than velocity.

Nebius pulled in $227.7M in Q4 revenue.

That’s up 547% year-over-year.

Five. Hundred. And. Forty. Seven. Percent.

Problem?
Wall Street wanted $242.8M.

Miss expectations in this AI market and it doesn’t matter if you grew like a biotech in a zombie apocalypse — you’re getting smacked.

Adjusted net loss widened to:

They’re spending like a VC-backed startup that just discovered GPUs exist.

And speaking of GPUs…

CapEx in Q4: $2.1B.

Yes, billion. With a B.

Mostly on:

This is not a company dipping its toes into AI. This is a company buying the entire swimming pool.

Nebius ended 2025 with:

That’s overshooting your goal by 70%.

For context, power capacity = how much AI juice you can serve.

And they’re not stopping.

They’re targeting:

In AI land, megawatts are the new flex.

Annual Recurring Revenue hit:

👉 $1.25B

Guidance was $900M–$1.1B.

That’s a beat.

In other words: The recurring revenue engine is actually humming.

Management says they’re targeting:

👉 $7B–$9B ARR by end of 2026

Insane numbers if they can pull it off.

Nebius is planning a 240 MW data center in Béthune, France.

When complete, it’ll be one of Europe’s largest.

Europe wants sovereign AI infrastructure.
Nebius wants to supply it.

Nebius (alongside $SMCI ( ▲ 0.36% ) and $CRWV ( ▲ 0.36% )) will offer Nvidia’s Vera Rubin NVL72 platform.

If Nvidia is the arms dealer of the AI boom…

Nebius is one of the logistics hubs.

Simple.

This market doesn’t reward:

It rewards:

Nebius is in hyper-scale mode.

That means:

Investors have to decide:

Is this:

We answered that question in today’s premium stock analysis and the best way to play it.

Nebius is playing the same game as hyperscalers did in the early cloud days:

Spend billions.
Scale aggressively.
Lock in demand.
Worry about profits later.

If AI demand keeps exploding?

This could look visionary.

If AI spending cools?

This could look… expensive.

Anthropic just pulled up to the AI funding party…

…kicked the door open…

…and left with $30 BILLION.

Yes. Billion. With a B.

And not at some cute little startup valuation either.

They’re now worth $380B.

That’s bigger than most public companies. And they’re still private.

Anthropic (ticker: not public yet) just closed a Series G round.

Co-led by the kind of investors who wear Patagonia vests unironically:

When the smartest capital in the room writes $30B checks, you better pay attention.

Anthropic says its revenue run rate is now $14B.

That’s up from $9B at the end of 2025.

And get this:

It’s grown 10x annually for three straight years.

That’s not your typical “startup growth.”

If this pace continues, spreadsheets everywhere are about to melt.

The Claude family of models is apparently becoming corporate oxygen.

Their coding tool — Claude Code — is now at:

That last one matters.

Enterprise revenue = sticky revenue.
Sticky revenue = valuation steroids.

This isn’t hobbyists asking AI to write breakup texts.

This is companies wiring Claude into payroll systems, workflows, and infrastructure.

Once that happens?
Switching costs go from “meh” to “legal department.”

Anthropic competes directly with:

This isn’t a startup sandbox anymore.
This is a geopolitical, capital-intensive arms race.

Training frontier models costs billions.
Running inference at scale costs billions.
Hiring the top 0.01% of AI researchers? Also billions.

So what do you do?

You raise $30B and keep the pedal down.

Officially:

Frontier research
Product development
Infrastructure expansion

Unofficially:

Because in AI, if you’re not building, you’re falling behind.

Anthropic has reportedly been working with advisors ahead of a possible IPO later this year.

Which raises a fun question:

If private investors just priced it at $380B…

What happens when retail gets access?

IPO math in 2026 be like:

“Surely $450B isn’t crazy.”

A few takeaways:

AI is no longer speculative — it’s monetizing.
$14B run rate isn’t a science project.

Enterprise AI is where the real money lives.
Not chatbots. Workflows.

Capital is concentrating.
The leaders are absorbing insane amounts of funding.
The middle-tier players? Good luck.

Nvidia wins either way.
As long as models need GPUs, NVDA is the toll booth.

At $380B private valuation…

Is Anthropic:

A) Early Amazon
B) Late-cycle exuberance
C) Both

History says breakthrough platforms get overhyped…
But also end up bigger than expected.

The hard part?
Timing.

Anthropic is raising $30B. That money doesn’t sit in a savings account. It buys GPUs. Data centers. Compute. And who sells the picks and shovels?

📌 Action: Accumulate $NVDA ( ▼ 2.21% ), and add exposure to the infrastructure layer via ETFs like $SMH ( ▲ 0.4% ) (semiconductor ETF) or hyperscalers like $MSFT ( ▼ 0.13% ). The AI war isn’t slowing down.
The compute bill keeps climbing. GPUs are the new oil wells.

Claude Code’s revenue is exploding — and over 50% is enterprise. AI isn’t just chatbots anymore. It’s embedded in business workflows. The next wave of winners won’t be “AI companies.” They’ll be companies using AI to expand margins.

📌 Action: Identify public companies aggressively integrating AI into enterprise products (e.g., $MSFT ( ▼ 0.13% ), $CRM ( ▲ 2.31% ), $NOW ( ▲ 3.67% )). Start or increase long-term positions before earnings re-rate multiples. Enterprise AI adoption = pricing power + operating leverage. This is margin expansion season.

Anthropic at $380B privately. IPO rumors heating up. When mega AI companies go public, retail attention floods the sector. Momentum spills over. We saw it in EVs. We saw it in crypto. We saw it in semis.

📌 Action: Build a diversified AI exposure basket now — semis, cloud, AI software — before IPO hype hits. Consider ETFs like $BOTZ ( ▲ 1.0% ) or broader tech exposure via $QQQ ( ▲ 0.21% ). You want to be positioned before CNBC runs the “Next AI Giant Goes Public” segment. Hype is strongest at the top. Money is made before the spotlight.