$Palantir (PLTR.US)$
On Friday, Freedom Capital Markets upgraded its rating for Palantir Technologies Inc. (NASDAQ:PLTR) from 'Sell' to 'Buy', maintaining a price target of $170.00.
This upgrade follows Palantir's Q4 2025 earnings surpassing both management guidance and analyst expectations. Growth acceleration in the U.S. commercial and government sectors drove performance. The company’s artificial intelligence platform (AIP) acted as a central catalyst in the U.S. market, accelerating sales momentum and converting pilot projects into large-scale contracts.
Palantir demonstrated improved operational execution with gross and operating margins exceeding market expectations. Meanwhile, international market performance continues to lag due to structural adoption and procurement barriers.
Management provided a bright outlook for Q1 2026 and the full year 2026, projecting above-consensus estimates and expressing confidence in sustained, structural demand for AI infrastructure...

$Palantir (PLTR.US)$
According to The Wall Street Journal, the U.S. Department of Defense utilized an existing partnership between Anthropic ( ANTHRO) and enterprise software company Palantir Technologies (PLTR) for the arrest of former Venezuelan President Nicolás Maduro.
Sources familiar with the matter stated that Anthropic ( ANTHRO ) AI tool 'Claude' was used in this mission, including a bombing operation conducted earlier this year in Caracas, Venezuela. Tools from Palantir (PLTR) are frequently used by the Department of Defense and federal law enforcement agencies, according to sources.
According to WSJ, Amazon (AMZN) and Alphabet (GOOG) ）subsidiaryGoogle-backed Anthropic (ANTHRO ) is reportedly the first AI model development company used in a classified U.S. Department of Defense operation.
However, Anthropic's ( ANTHRO ) usage guidelines prohibit operations involving violence, weapons development, and surveillance...

$Netflix (NFLX.US)$ How long are you going to stay underwater after the split! Aren’t you going to go up already!! 🥺

$Palantir (PLTR.US)$
The US military used Anthropic's artificial intelligence (AI) model 'Claude' during the raid operation that detained former Venezuelan President Nicolas Maduro, according to multiple sources familiar with the matter. This highlights the growing use of AI models within the Department of Defense.
The January operation, which detained Mr. Maduro and his wife, included bombings at several locations in Caracas. Anthropic’s usage guidelines prohibit the use of Claude for inciting violence, weapons development, or surveillance activities.
A spokesperson for Anthropic stated, 'We cannot comment on whether Claude or any other AI model was used in specific operations, classified or otherwise.'
They continued, 'Any use of Claude, whether by the private sector or government agencies, must comply with our usage guidelines that dictate its application. We work closely with our partners to ensure compliance is strictly maintained.'
The Department of Defense declined to comment.
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$Alphabet-A (GOOGL.US)$
It seems the beta versions of Apple/Gemini are coming out soon, so a rebound is highly anticipated.
Expecting a rise from the start of the week, I’m going all in with a combination of spot and 305 put options!
Apple is expected to release the beta version of iOS 26.4 in the second half of February 2026, where we anticipate the debut of the new Gemini-based Siri for the first time.

$NVIDIA (NVDA.US)$
The Soros Fund, managed by Hungarian-American investor George Soros, increased its holdings of Microsoft ( MSFT), NVIDIA (NVDA), and Apple (AAPL ) shares as part of portfolio positioning changes in the fourth quarter.
The global asset management firm and family office added approximately 161,000 shares of Microsoft common stock, about 118,000 shares of NVIDIA common stock, and around 66,000 shares of Apple common stock to its portfolio.
Other notable share increases included Exelon (EXC) (approximately 488,000 shares), Electronic Arts (EA) (around 318,000 shares), Atlassian (TEAM) (about 216,000 Class A shares), Uber Technologies (UBER) (approximately 119,000 shares), and Salesforce.com (CRM) (approximately 55,000 shares), according to the fund's latest13F filing, as disclosed.
Meanwhile, Soros Fund Management increased its stake in Snowflake (SNOW) by approximately 168,000 shares and reduced holdings in Circle Internet...

$NVIDIA (NVDA.US)$
CNBC cited a February investor memo reporting that Cohere is set to achieve approximately $240 million in annual recurring revenue by 2025, surpassing its target of $200 million.
The Canadian AI startup, which builds and customizes large language models (LLMs) for enterprises, is projected to see over 50% quarter-over-quarter growth throughout 2025, according to the report.The report added that these firms are pressing for more clarity.。
Mr. Cohere declined to comment in an email to Seeking Alpha.
“Our value proposition is clearly resonating in the market,” the memo stated. “Global companies in regulated industries are choosing Cohere as a safe partner for large-scale AI deployment, and our sales pipeline continues to expand.”
In August 2025, Cohere raised $500 million in a funding round that included existing investor Advanced Micro Devices (AMD) through AMD Ventures, Nvidia (NVDA), Salesforce (CRM) via its venture capital arm,in funding.I did it.. In this round, Cohere's valuation reached $6.8 billion...

$NVIDIA (NVDA.US)$
The same as two years ago, except now the stock price is justified by its earnings
It’s been about eight months already; hopefully it breaks out with the next earnings report

$Netflix (NFLX.US)$
What's falling isn't the stock price.
It's just that future returns are currently being sold at a discount.