Blue Eyes 👀 💖Ry’s dad🐴🏀 SJ’s caddie⛳️🦁@DePauwU '90 #GoGiver #In2Win #Believe2Achieve 🙏😇#BlueMindLife 🌊St. Cats🏀🏆 $PLTR Ontology 🇺🇸
Racine, WI
Joined November 2014
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SC 32-27 halftime 68-49 final over an outstanding Lake Country Lutheran team.
Our Angels are State Champions!!!
50th State Championship ever at Racine St. Catherine’s!!!
🏀 Champions in every decade since the 1950’s!!! @AngelAlumni @AngelAthletics @racinestcats – at Mount Pleasant, WI
JB 🍀⛳️🐠🧀😇🇺🇸 retweeted
“We have the proverbial goose in place, and now it is time for some golden eggs.”
$ABCL CEO Carl Hansen | May 2026
They now have several in-house programs, including 635 in ph3. The number of programs will continue to grow, and they all aim to be first or best in class with a high TAM. Along with a growing portfolio of TCE collaborations.
With ~$900m in liquidity.
I’m excited to watch the coming years unfold. 🪿
JB 🍀⛳️🐠🧀😇🇺🇸 retweeted
The massive tech sell-off yesterday on fears around the Blue Wave delaying and disrupting the AI data center build out in the US was at a magnitude actually treating tech stocks and especially semis like this mid-term Democratic win will actually end the AI buildout in the US….and it will not! We would characterize this sell-off level and magnitude with the tech sell- offs we saw in March 2020 during Covid and the April 2025 Liberation Day sell-off…which were golden buying opportunities to own the tech winners and this one is the same 🐂🌊
JB 🍀⛳️🐠🧀😇🇺🇸 retweeted
Bruce Weber interviewed Valpo head coach Roger Powell Jr. after the win at Purdue. Weber was Powell's coach at Illinois.
Powell: "To do it with my coach calling the game was really special... Proud of me?"
Weber: "I am proud of you. It was special."
JB 🍀⛳️🐠🧀😇🇺🇸 retweeted
Hot off the digital press…
Enjoy!
And thank you everyone- YOU rock!
Now, MAKE it a great weekend! 😃💯🌄
JB 🍀⛳️🐠🧀😇🇺🇸 retweeted
Hot off the digital presses... the November issue is here!
Happy Friday, everyone.
Wishing you a fantastic weekend 😀
Enjoy the read! 💯
JB 🍀⛳️🐠🧀😇🇺🇸 retweeted
"My IP is in danger and I'm getting no value."
When customers come to our sovereign boot camps, I often hear: “What I just heard is completely opposite of what I thought Palantir is and stands for. This is amazing.”
I can’t stress enough how many times I have this exact conversation with customers. They see a parallel to how the software industrial complex has screwed them over for the last 30 years.
They spend $10-100s of millions of dollars to buy and implement software, yet see no net value increase, even as everyone says they need it to run their business. Then the software worsens, prices rise, and they are left with technical debt. Now it’s outdated, and they must spend boatloads of money to upgrade as it reaches EOL.
This story is as old as the software industry.
Everyone sees models and model companies behaving as the latest incarnation of this. They spend time and money to “be more productive” because everyone is doing it and they don’t want to be left behind. At the risk of their IP, they implement AI models but see no bottom-line improvement, while being told they just haven’t done it right yet.
In reality, their dollars and IP are migrating to Silicon Valley, and they are waking up to this.
At Palantir, we provide IP protection AND better models than frontier labs that you own. I would argue that Sovereignty goes much further than just model weights. You need to look at Sovereignty at all layers of your software and business stack. That is what we are doing: holistically helping customers own their sovereignty across the whole stack.
The speed that we are doing this is like nothing I have ever seen. We started this in June 4th when we posted a full-page ad in the WSJ that just said “Protect your sovereignty”. The response we got was nonlinear, we have seen an unprecedented demand for building out Sovereign systems with our customers and the results they see are incredible.
In reality this has always been our stance and our platforms and technology have been building for this moment for the last 20 years. 🚀
JB 🍀⛳️🐠🧀😇🇺🇸 retweeted
.@garrytan’s early story from Palantir reveals the genius of Alex Karp:
Garry was 25, and Palantir sent him to DC to do customer demos. They put him up in the Mandarin Oriental hotel.
“Alex—why are we staying at the Mandarin Oriental? We’re just kids. Set me up in the Motel 6. We’re a startup.”
“He said, ‘Guys. You’re going to go and talk to Generals and VPs of Fortune 500s. You’re going to show this incredible software.’”
“‘And then as you’re walking out the door, they’re going to say, ‘How long are you in town?’ They’re going to make small talk.’”
“‘And if you say, ‘I’m staying at the Motel 6, that says something about what Palantir is.’”
“‘They’re gonna think this is Motel 6 software. Palantir is not Motel 6 software. Palantir is Mandarin Oriental software.’”
Via @WalterIsaacson @kscope_nyc
JB 🍀⛳️🐠🧀😇🇺🇸 retweeted
Dada-boom! $PLTR
Tip o'the hat to @JackPrescottX 💯
Peter Thiel filed a 10b5-1 for the potential purchase upwards of 4,000,000 $PLTR shares by the end of 2027.. and you’re bearish?
Insiders sell for all sorts of reasons. And for Palantir, 95%+ of those insider sales have been pre-arranged for tax purposes.
But insiders only buy for one reason..
JB 🍀⛳️🐠🧀😇🇺🇸 retweeted
$PLTR I’ve been watching Palantir for a long time, and there’s something I find interesting. When the stock was $20, analysts said it was overvalued. At $40, same argument. At $60, nothing changed.
Now, after two years of consistently strong earnings, accelerating growth and improving profitability, we’re still hearing the same arguments.
Every quarter, there seems to be something new to worry about. First it was government contracts, then commercial growth, and now valuation and sustainability.
I’m not suggesting valuation doesn’t matter, but at what point do we question whether the models being used are actually capturing Palantir’s potential?
The company keeps delivering, yet the goalposts seem to keep moving.
Maybe the problem isn’t that Palantir has failed to justify its valuation. Maybe it’s that Wall Street continues to underestimate what this company is capable of becoming.
JB 🍀⛳️🐠🧀😇🇺🇸 retweeted
Palantir is a necessity, not a choice.
Palantir CTO @ssankar on today’s call:
“…page 209 of Anthropic's S-1 talks about AIG's automation of insurance underwriting processes… That entire workflow and the elegant application of Al, software, and humans runs in AIP and was implemented by Palantir and AIG.”
“We are the diffusion layer, not just of choice, but of necessity. There is a clear pattern emerging amongst our customers who are most successful at getting value from Al.”
$PLTR
JB 🍀⛳️🐠🧀😇🇺🇸 retweeted
Alex Karp on $PLTR's retail investors:
“And to close, I just, you know, the people who invested in us early, many of them were investing their own money and, and would otherwise be called retail. And many now recently have reinvested in us.
You know, the sovereign revolution is a metaphor for your interaction with Palantir.
And the fact that we’ve been able to help you and you’ve been able to help us in your own wealth creation and in our journey and that you’ve defended us against what obviously now look like ridiculously stupid and malicious, incredibly hard to understand attacks is something that we will never forget.
And part of the delivery here, part of what motivates me is helping to make sure we are fighting for you.
And quite frankly, making sure that the people that made fun of you and made fun of us are suffering.
And I’m very proud of that, and I’m very proud to have all of you along with us.
And thank you for that support.”
JB 🍀⛳️🐠🧀😇🇺🇸 retweeted
$PLTR Palantir CEO Alex Karp in an interview with @MorganLBrennan:
"“We have to scale because it's our kind of obvious goal that we're going to get to $15 billion run rate in U.S. commercial in 2028. And how do you do that with a motley crew of 4000 people? We have to scale,” says Karp." 🔮🔥🚀
I spoke w/ $PLTR CEO Alex Karp:
“We didn't even have a commercial business when you and I started talking. Now, Department of War is only 30% of our business. Most of our market cap now is covered, if not our whole, just by our commercial business.
“Luckily, we had the F shares [special founder voting shares], or the private equity people would be trying to fire me and break out the commercial business.”
Karp says: “In the American industry, it's just going to be a have and have-not world, and that's a problem. That's something we have to solve because you can't have ‘the haves’ being four or five companies like us and Anthropic, OpenAI, or something. You have to figure out how to expand that, and we're really trying to train our partners to be independent of us.”
This is where it gets interesting for @PalantirTech – and its partners:
“What's actually happening is we're taking our product, putting it in enterprise, and teaching them how to both use it internally, and then strongly suggesting to them, and it's beginning to work that they then use it externally, meaning they build their products inside our ontology and they distribute them with their people. So basically, we're empowering a Mini Palantir at our partners," says Karp.
Why?
“We have to scale because it's our kind of obvious goal that we're going to get to $15 billion run rate in U.S. commercial in 2028. And how do you do that with a motley crew of 4000 people? We have to scale,” says Karp.
“It's a fork in the road, and we cannot meet the demand. We need partners.” @CNBC $PLTR
JB 🍀⛳️🐠🧀😇🇺🇸 retweeted
Alex Karp’s message to retail shareholders ❤️
$PLTR
JB 🍀⛳️🐠🧀😇🇺🇸 retweeted
Palantir $PLTR CTO Shyam Sankar lets the public know who created the secret sauce.
“For example, page 209 of Anthropic’s S-1 talks about AIG’s automation of insurance underwriting processes for complex commercial lines of business. That entire workflow and the elegant application of AI, software, and humans runs in AIP and was implemented by Palantir and AIG. We are the diffusion layer, not just of choice, but of necessity.”
JB 🍀⛳️🐠🧀😇🇺🇸 retweeted
$PLTR CRUSHED THEIR Q3 EARNINGS
• Revenue $2.31B vs Est. $2.18B
• EPS $0.44 vs Est. $0.41
• Operating Income $1.4B vs Est. $1.2B
• US Commercial: $984M vs Est. $937M (+148% YoY)
• US Commercial RDV: $6.5B (+79% YoY)
FY26 Guidance
• Revenue $8.5B vs Est. $8.2B
• Operating Income $5.3B vs Est. $4.9B
• US Commercial: >$3.6B
CEO Alex Karp: "We have now essentially doubled our entire business since same quarter last year."
JB 🍀⛳️🐠🧀😇🇺🇸 retweeted
$PLTR reports after the close today. 💯
The Street has been moving targets up into the print:
JPMorgan: initiated Overweight, $262, added to Focus List
Rosenblatt: $225 → $260
Citi: $245 → $250
Mizuho: $215 → $245
Oppenheimer: $200 → $235
Q2: revenue +93%, U.S. commercial +149%, 62% adjusted operating margin.
The analysts are catching up to what we've known for a while.🤷♂️
When the stakes are a battlefield, a hospital or a supply chain, “mostly right” doesn’t cut it.
That’s when they call Palantir, and that's what a Must Have company looks like.
Hooyah! 💪
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