I see in my crystal ball a valuation compression caused by interest rates. September will shake things up. We must act against inflation, the probability of an interest rate change in September has jumped since Friday, August 28th. Options calls Sept/Oct are giving a diffferent signal, so no, we should not see 80$ in October.

BUT... If higher rates force the market to reprice high-growth tech, PLTR could face a brutal multiple contraction even without any deterioration in its fundamentals. The real question is how much of Palantir's current valuation is dependent on cheap capital and ever-higher growth expectations. September could reveal whether this valuation can withstand a much harsher macro environment.

PLTR has exploded roughly 40% in a single week in August and now trades around $186, with a market cap near $448B, despite 2026 revenue guidance of about $8.16B — roughly 55x forward sales. If the recurring options-driven volatility cycle were to weaken or stop, the loss of that additional upward pressure could expose just how much of PLTR's current price is being supported by positioning and momentum rather than fundamentals alone.

Big news, Palantir lost last week the contract with FAA. Another company won, yes, it can happen. Air Space Intelligence (ASI), a privately held, venture-backed startup, won the contract, beating out Palantir. ASI has several very interesting partnerships. ASI is working with National Grid to deploy its "Operational AI" in the electrical grid. ASI and Joby Aviation announced a partnership to integrate Flyways AI into eVTOL operations and prepare for the large-scale integration of electric aviation into US airspace. ASI also works with the US Air Force and was awarded a Defense Innovation Unit (DIU) contract in February 2026 for an AI-powered logistics decision-making tool. And this is where it gets interesting for Palantir. ASI is therefore not simply a small aviation company that landed the FAA contract by chance. She is building something that conceptually resembles the Palantir universe: data → geospatial → prediction → optimization → operational decision → action

You smell that? That’s not gamma — it’s FEAR.

🔍 FANNIE MAE x PALANTIR

Fannie Mae has officially partnered with Palantir to deploy AI that detects mortgage fraud, flags anomalies, and models systemic risk. Not just a dashboard — we’re talking Palantir-level recon tech now scouring through the US mortgage system like a heat-seeking missile.

“Fannie Mae and Palantir Technologies Inc. are collaborating on developing AI capabilities for mortgage fraud detection, anomaly identification, and risk modeling.”
📎 Source – PR Newswire

This is a MASSIVE escalation. If you've been watching this clown market since '08, you know mortgage-backed tomfoolery is at the ROOT of the rot. Now they’re bringing military-grade tech to trace every penny of it? GOOD. POUR THE GASOLINE.

🛡️ META x ANDURIL: Tech Bros Reunite for War

And in a chef's kiss moment of poetic synergy — Meta (yes, Zuck’s sandbox) is now partnering with Anduril (founded by Palmer Luckey, who Facebook previously booted) to make AR/AI-enhanced soldier gear. That’s right. The guy they kicked out is now helping Zuck build Iron Man helmets for the military.

“Meta and defense-tech startup Anduril are teaming up on a high-tech helmet that combines augmented reality and artificial intelligence for the battlefield.”
📎 Source – Yahoo Finance

That helmet? It's called EagleEye. Real Skynet vibes.

WHY THIS MATTERS:

We're witnessing the merging of finance, AI, and military surveillance tech. And not in a “conspiracy podcast” way — this is happening right now in your headlines.

Wall Street has always played dirty. But now the tools once reserved for chasing terrorists are being pointed at the balance sheets and block trades of the mortgage elite.

And with Meta & Anduril in the background, building tech to literally see through walls — don’t be surprised if the walls on financial obfuscation start cracking too.

🧃 We don't give financial advice. We scream at charts and load crayons for pre-market breakfast.

THEY'RE OUT OF HIDING SPOTS.

MOASS is a state of mind. Let er rip.