Palantir Technologies Inc. (PLTR) — the peer cohort

Long reads

• The Agentic Winners 25Dossier · $49 · 31 Mar 2026Agentic growth 45% Agentic visibility 7 yrs 2yr — "too dynamic, can't forecast" 12yr — "platform lock-in, Palantir model" 14x Implied agentic multiple Platform Pricing model implied PLTR-like Comparable Layer 3 Sum-of-parts: the blended…
• Agentic Application Software: The SaaSpocalypse MapDossier · $39 · 27 Feb 2026Palantir (PLTR) · ServiceNow (NOW) · SAP (partial — ERP data locked in) Productivity & Collaboration Adapt or die — copilots vs replacement Microsoft owns the distribution channel: 365 + Copilot captures the vast majority of enterprise…
• The AI software company whose sales grew 93% while its stock fell by half: back within 7% of its record after breaking a two-month range — at 83 times next year's earningsChart Pick · 25 Sept 2026
• Palantir Breaks the ChannelWeekly Signal · 31 May 2026PLTR — Palantir Technologies · Daily · breakout from the near-term descending channel The descending channel off the late-2025 high, three higher lows along the lower rail (arrows), and Friday's close at 156.54 — up 9.21% — piercing the…
• The SaaS Litmus Test: Is The March Bottom Real?Weekly Signal · 19 Apr 2026
• AI Bull Market — The 2026 Verification PhaseReport · 20 Mar 2026Feb 10 Palantir (PLTR) AIP ROI Metric: Look for "Time-to-Value" metrics.

101 and glossary

• Work-as-a-Service: The Post-SaaS Business Model101Key Companies CRM Salesforce Agentforce — success credit model pioneer PLTR Palantir AIP — outcome-based pricing for enterprise AI NOW ServiceNow Agent-based workflow completion pricing SNOW Snowflake Consumption-based model template

Dailies

• Oil — Brent +3.4% to $103.64, energy the only strong sector; chips and power generators sold, PepsiCo +1.1%Midday 10 · 8 Oct 2026
• From Silicon Scarcity to Software Scarcity: The Next AI Bottleneck Is Permission to Act, and the Market Graded It This WeekDaily Pulse · 3 Sept 2026Context; state and memory; systems of record SNOW, Databricks, MDB, SAP, CRM, ORCL, PLTR 2 · Permit controlled action Can it act with the correct authority through real workflows?
• Options Diary — Everything Got More Time, Except the One That Didn’tDaily Pulse · 15 Aug 2026Two January 2027 short puts were rolled out to June 2027 at a net credit — NBIS up a strike to 160, PLTR flat at 150 — while IONQ's puts were closed outright with no replacement, the one position in the book given no extension at all.
• Payrolls went negative, the bond veto died on appeal, and software went verticalMidday 10 · 7 Aug 2026
• Enterprise AI — Intelligence Is Abundant. Authority Is Not.Daily Pulse · 4 Aug 2026
• Palantir +27%, and the market buys back the exact corner it soldMidday 10 · 4 Aug 2026PLTR trades around 159.2, up close to 27% from Monday's 125.65 close — roughly double the after-hours reaction, and well through the descending line off the November high that had capped every rally since.
• The ones that hadn't moved — hyperscalers surge, MMYT takes its line, QQQ presses the decision lineMidday 10 · 3 Aug 2026PLTR reports after the close with the street near $0.35 on roughly $1.81 billion.
• The tailwind is gone — KOSPI gives back 5.2%, the yen gets ¥8tn of help, Palantir referees tonightMorning 10 · 3 Aug 2026PLTR referees the agentic-software cohort, where names have been accumulating into the print; a fourth sold beat would confirm the regime flip, a bought one would break it.