Tom Nash Updates
2025.08.04 20:57

It is 3am in Bangkok, I am on a wild night out with grandpa, phone blowing up like the Fed just cut rates to zero.

$Palantir Tech(PLTR.US) just absolutely nuked expectations.

Sales $1.0B vs $939M. EPS $0.16 vs $0.13. US Commercial up 93% year over year, customer count up 43%. And that is not even the punchline.

Q3 outlook? $936M sales vs $899M estimate. Operating profit $495M vs $417M. Full year 2025 outlook? $4.14B sales vs $3.90B and $1.92B operating profit vs $1.72B.

That is not a beat, that is a mugging in broad daylight.

Palantir just made every short seller pack their laptop and cry in the shower.

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