📌 X Insight Update[x_fin] (2026/06/05 03:14)
- $PLTR edge is not just model access. The real scarce layer is Palantir’s Ontology, which maps enterprise data, business logic, and actions into usable AI workflows. Letting customers benchmark against model companies first is positioned as the sales wedge. [1](https://x.
📌 X Insight Update[x_fin] (2026/06/01 05:15)
- A call for the S&P 500 to drop 50%-75% gets treated as an extreme bear-case with a weak evidence base. The key challenge: show when the S&P 500 last fell 75%, and what signals make that kind of tail-risk credible this year.
📌 X Insight Update[x_fin] (2026/05/28 23:28)
- $META cloud optionality is becoming a real strategic angle. If its AI data center buildout creates excess capacity, cloud computing becomes the monetization path. The bigger read: compute is turning into the scarce asset every scaled tech platform wants to own, monetize, and control.