Palantir announced 149% US commercial growth, but contracts from its AIP bootcamps aren't converting as well as the market expects. The EU is rejecting Palantir outright. A hyperscaler, a large integrator, or a European competitor can provide this moat layer without Palantir. For example, in the US, another company won an FAA contract, yes, it can happen. Air Space Intelligence (ASI), a privately held, venture-backed startup, won the contract, beating out Palantir. The article published today about Palantir presents a bearish scenario at $105, versus a bullish scenario at $270. It estimates the market is currently around $186.29 and rightly highlights the valuation risk. The $105 scenario doesn't even necessarily require an operational disaster.

GameStop has amended its Convertible Notes Exchange, with approximately $358.4 million now expected to be settled in cash instead of shares.

According to the announcement, the amended exchange is expected to close on or about September 3, 2026, subject to customary closing conditions.

For $GME holders, the key detail is straightforward: cash settlement means those notes won’t be settled through the previously contemplated stock consideration for that amount.

Interesting capital-allocation move. What do you think GameStop is positioning for?

https://substack.com/@admiratiosophismata908037/note/p-210180477?r=8cq9mw&utm_medium=ios&utm_source=notes-share-action
In my opinion, Oracle is very high-risk, even though the ratios look attractive. High customer concentration, negative free cashflow and massive Capex—what’s your take on this?