Hey there Reader,
I only like to share things with you guys that I trust you will LOVE.
And I know my Master in Trading peeps love:
1 - divergences
2 - long and short pairs
3 - and FREE stuff
So, I knew you'd like it if I kicked you over an invite to my colleague Eric Fry's latest streamer, "Sell This, Buy That."
Eric is a bit of a legend in our industry — mostly because he has an unmatched track record of picking stocks that go on to soar to 1,000% or higher.
I think he's at 41 and counting. No joke.
But what I really love about Eric is that he can project with uncanny accuracy when big name, well-loved stocks are on the verge of melting down.
AND he's almost always got a an "upgrade stock" (as he likes to call them) ready to go that you can replace the losers with.
Looking at this track record on these "Sell This, Buy That" pair trades is like a master class in stock picking.
I just learned that it was this skill that got Eric crowned "America's Top Trader" in Wall Street's hugely prestigious investing competition, Portfolios with Purpose.
In the end, he beat out everyone and the market more than 10-fold using this strategy.
Today, Eric's giving our Masters in Trading crew a chance to follow his current "Sell This, Buy That" trade ideas — at no cost.
These are pretty contrarian takes, but I know my people aren't scared of that.
SELL Amazon. BUY[Click to Reveal]
SELL Bank of America. BUY[Click to Reveal]
SELL Tesla. BUY[Click to Reveal]
Eric gives away all these names, tickers and full analysis right here at no cost.
Watch Eric Fry's "Sell This, Buy That" broadcast now and get 7 free trade ideas from a stock-picking legend.
Sincerely,
Jonathan Rose
Founder, Masters in Trading
Can AI Defense Contracts Push Palantir Shares Higher?
Written by Chris Markoch. Published 8/19/2025.
Key Points
- Palantir’s government contracts grow 53% YOY, fueled by DoD and DHS programs.
- Commercial revenue now makes up 44% of total, growing faster than government business.
- Technical outlook shows support around $168–169, with potential upside to $200.
Palantir Technologies Inc. (NASDAQ: PLTR) continues to exceed expectations for its shareholders while confounding skeptics.
The company's latest earnings report underlines a sustained performance surge. Over the past three years, Palantir has delivered:
- Revenue growth exceeding 90%
- Net income rise of more than 216%
- Operating income up over 220%
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These figures bolster the bull case for Palantir's premium valuation. Much of this success stems from its work with the U.S. government—particularly the Department of Defense (DoD). What began as pilot "proof of concept" contracts has evolved into multi-year deployments under its Artificial Intelligence Program (AIP), making Palantir a firmly entrenched incumbent across multiple military branches.
Capitalizing on a More Efficient Pentagon
Critics often point to delays in government contracting—the recent BigBear.ai Holdings Inc. (NYSE: BBAI) setback is a case in point, with YOY revenue down $32.5 million and a lowered guidance after Army contract disruptions. By contrast, Palantir's government business grew 53% year over year.
Congress's latest defense bill lifts the DoD budget past $900 billion, including $150 billion earmarked for advanced defense tech. Add the Department of Homeland Security's $320 million for disruptive solutions, and you see why Palantir—already under long-term contracts with ICE and other DHS divisions—remains indispensable.
Further validation came when the U.S. Army consolidated 75 contracts into a single, $10 billion award to Palantir. While skeptics note this isn't "new" revenue, removing contract redundancies should drive stronger margin expansion over the award's duration.
Commercial Growth: Palantir's Next Frontier
Though government remains the backbone of Palantir's revenue, its commercial segment is accelerating. In the August earnings report, commercial sales accounted for 44% of total revenue—up from prior years—and grew faster than its government business.
Domestically, commercial revenue made up 41% of the total, a notable increase that underscores the company's successful push into private industry. As commercial adoption broadens, it's plausible that by decade's end Palantir could earn more from the private sector than from government contracts.
The Path to $200 May Take Time
Since late 2024, PLTR stock has been one of the hottest tech plays, despite a roughly 40% pullback in early 2025 that offered an attractive entry point. The shares now find support at the 20-day simple moving average (SMA), around $168.50.
As we enter historically weak market season, the MACD line sitting just above its signal line suggests waning positive momentum. Short-term support levels to watch include:
- $168–169: 20-day SMA zone.
- $160–162: July–August 2025 consolidation area.
- $150–152: March–June 2025 breakout zone.
Bullish analysts, including Dan Ives of Wedbush, have set a $200 price target. In the nearer term, however, penetrating the $190 level—which would mark a new all-time high—could be the catalyst that convinces many investors to step in.
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