Palantir Believes College May Not Be Worth It, So It's Recruiting High School Graduates.
Fellowship Opportunity: Matteo Zanini initially found the idea of skipping college for a fellowship at Palantir Technologies surprising but became intrigued by the opportunity.
Critique of College System: A Palantir post criticized the college admissions process, claiming it is based on flawed criteria and that educational institutions no longer prioritize meritocracy and excellence.
Path for High School Students: The fellowship provides a unique opportunity for high school students to work full-time at Palantir, offering an alternative to traditional college education.
Changing Perspectives: The discussion reflects a growing sentiment among some young people that traditional college may not be the best path for everyone, prompting them to consider alternative career routes.
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- Quarterly Revenue Growth: Palantir's latest earnings report reveals a 70% year-over-year revenue increase in Q4, reaching $1.4 billion, demonstrating strong operating profit and cash flow despite stock price declines, indicating the company's competitiveness in the rapidly growing AI market.
- Profitability Improvement: The company reported a GAAP net income of $609 million for Q4, with adjusted free cash flow of $791 million, equating to 56% of its revenue during the period, which not only reflects enhanced profitability but also provides funding support for future expansion.
- Optimistic Future Outlook: Palantir projects a 61% year-over-year revenue growth for 2026, with CEO Alex Karp highlighting a remarkable Rule of 40 score of 127%, indicating potential in scaling operating leverage, although concerns about its high valuation persist in the market.
- Stock Price Downside Risk: Despite Palantir's strong business performance, its stock trades at a valuation of 200 times earnings and 70 times sales, leading analysts to believe that such high valuations could result in further stock price declines, urging investors to carefully assess potential risks.
- Partnership Announcement: Palantir Technologies has named Rackspace Technology as its dedicated data migration and global implementation partner, aiming to streamline the deployment of its flagship platforms, Foundry and AIP, thereby enhancing enterprise data integration and analytics capabilities.
- Accelerated Deployment: By leveraging Rackspace's governed operating model, the partnership addresses complexities in data migration, security compliance, and cloud infrastructure setup, reducing deployment timelines to weeks or months and facilitating the transition from pilot programs to full production for enterprise clients.
- Investor Concerns: Investor Michael Burry presented a bearish case against Palantir in a 10,000-word essay, arguing that the company was caught off guard by the rise of ChatGPT and questioning its profitability, claiming that reliance on stock-based compensation significantly weakens its reported earnings.
- Analyst Response: Analysts at DA Davidson responded to Burry's claims, stating that his essay lacked new evidence and maintained a Neutral rating on Palantir, while acknowledging broader concerns about the AI investment cycle but distinguishing them from Palantir's specific situation.
- Remarkable Investment Returns: Since the launch of ChatGPT by OpenAI, Palantir's stock has surged from an initial investment of $1,000 to nearly $17,400, showcasing its strong performance in the AI revolution and attracting significant investor interest, thereby fueling market enthusiasm.
- High Valuation Multiples: Palantir's price-to-sales and price-to-earnings ratios are at historically high levels within the software market, and while its revenue and profitability outpace many peers, the stark valuation disparity raises concerns about its future performance.
- Clear Competitive Advantage: Palantir's AI platform boasts a higher customer lifetime value due to its lack of direct competition, with analysts noting that its uniqueness allows the company to win and retain key clients, thereby enhancing the predictability of future revenue.
- Divergent Market Sentiment: Despite 40% of analysts rating Palantir as a
- Share Acquisition: Keystone Financial Group purchased an additional 269,496 shares of VictoryShares Free Cash Flow ETF in Q4 2026, with an estimated transaction value of $10.34 million, indicating strong confidence in the ETF's performance.
- AUM Adjustment: Following this acquisition, VFLO's share of Keystone's assets under management decreased to 3.05% from 3.82% in the previous quarter, reflecting a strategic reallocation within the overall investment portfolio.
- ETF Performance: As of February 5, 2026, VFLO shares were priced at $39.38, representing a 12.0% increase over the past year, although slightly underperforming the S&P 500, highlighting the importance of stable cash flow characteristics in the current economic climate.
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- Compliance Deadline Pressure: US Defense Secretary Pete Hegseth has demanded that Anthropic provide broad access to its AI models by Friday, threatening to label the company a 'supply chain risk' if it fails to comply, which could jeopardize its contract with the Department of Defense.
- Negotiation Stalemate: Anthropic's discussions with the DoD have stalled as the company seeks assurances that its models will not be used for autonomous weapons or mass surveillance of Americans, while the DoD insists on agreement to 'all lawful use cases', creating a significant impasse.
- Contractual Risk: Being designated as a 'supply chain risk' would require DoD vendors and contractors to certify they do not use Anthropic's models, posing a substantial threat to the company's market position, especially given its $200 million contract awarded last year.
- Strong Customer Base: Despite the pressure, Anthropic boasts over 500 enterprise customers spending more than $1 million annually, and it recently closed a $30 billion funding round at a $380 billion valuation, indicating resilience and potential in the market.
- Robinhood's Market Performance: Robinhood Markets, Inc. (NASDAQ:HOOD) achieved a 204% gain in 2025, successfully transitioning into a full-service financial hub, with the launch of international brokerage services and a credit card product diversifying its revenue streams and strengthening its asset base.
- AMD's Market Position: Advanced Micro Devices, Inc. (NASDAQ:AMD) delivered a solid 77% return in 2025, and despite intense competition, its partnerships with major hyperscalers for AI accelerators helped sustain market share gains in the x86 server CPU market, bolstering its valuation.
- Shopify's Operational Efficiency: Shopify maintained its dominant market position amid a complex consumer spending environment, with ARK highlighting that its focus on operational efficiency allowed it to navigate market challenges and secure a competitive edge.
- Recursion's Challenges: Recursion Pharmaceuticals (NASDAQ:RXRX) fell 40% in 2025 as it rationalized its portfolio and discontinued several low-activity clinical programs; however, ARK remains confident in the company's long-term objectives despite short-term market scrutiny.











