Chi — Week of June 20, 2026

(1) Core long argument: Palantir is one of the clearest beneficiaries of enterprise AI adoption via its AIP platform. Commercial momentum is accelerating dramatically (133% US commercial growth), government business remains stable and sticky, and the company has raised guidance materially, signaling sustained hyper-growth that should drive multiple expansion and earnings beats over the next 1-3 months. (2) Near-term catalyst schedule for next 10-15 trading sessions (through ~July 10-12, 2026): No scheduled earnings (expected early August), no ex-dividend, no major regulatory events; any new customer wins, bootcamp announcements, or partnership news would be incrementally positive/neutral to the bullish thesis with no known threats. (3) The stock has not moved more than 10% in the past 5 trading days (modest ~1-3% daily fluctuations amid ~6% monthly pullback); current levels represent a healthy entry after digestion of prior gains, with fundamentals fully intact and analyst targets 35-50% higher.

(1) Core long argument: CrowdStrike continues to dominate the cybersecurity market with its AI-powered Falcon platform driving reacceleration in net new ARR and market share gains via vendor consolidation. Recent modest pullback creates an attractive entry into a compounder with 30%+ growth visibility for the next several quarters. (2) Near-term catalyst schedule for next 10-15 trading sessions (through ~July 10-12, 2026): No earnings (next expected late August), no major product launches or regulatory decisions known; any new partnership or large deal announcements would be positive, with overall environment neutral-to-supportive. (3) While the stock has declined from early-June levels, it has not moved >10% in the immediate past 5 trading days; the current price offers a sound re-entry as the fundamental momentum (AI + consolidation) remains fully priced for upside over 1-3 months despite the healthy digestion.