BY ANDREW GIOVINAZZI
August 5th, 2025
Today, Palantir Technologies Inc. (Ticker: PLTR) surged 7% to $170 following strong earnings. The company is growing revenue at 45% annually with impressive 45% profit margins. I still hold some shares from put sales I made a couple of years ago—back when AI wasn’t exactly in the spotlight.
Riding it from $9 to $100 was an incredible feeling, and now it’s at $170. I didn’t expect the extra $70 jump in just four months, but it’s been a rewarding investment.
I have no plans to sell the remaining shares anytime soon.
Here’s why:
PLTR 1 year chart
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Back to Palantir (Ticker: PLTR): it’s taken off like a moonshot, and it looks like it might hold those gains. On the other hand, Pfizer Inc. (Ticker: PFE) also reported earnings and saw a 5% bump, but the overall picture is very different. The stock has been on a downward trajectory and continues to struggle despite the recent move.
PFE 1 year chart
Right now, Uncle Sam likes one stock and not the other
Just four short years ago, Pfizer (Ticker: PFE) was at the center of attention. Now, it seems the U.S. government would rather the COVID vaccine quietly fade into the background. In contrast, Palantir (Ticker: PLTR) is thriving, with AI-driven solutions helping to organize government operations—Uncle Sam has become a major driver of PLTR’s growth.
Since Liberation Day II, it’s been tough to get a read on the government’s direction or President Trump’s next moves. Despite strong earnings across the board, the market feels heavy. Traders are uncertain about what policies Trump will support or oppose, which is keeping volatility elevated.
I’m watching for some reconciling headlines or tweets to break the market out of this holding pattern. With the VIX stuck around 18—right in the middle—it feels like everyone else is waiting too.
I still expect any small, sharp pullbacks to be quickly bought up—and that’s the strategy I’m trading with this week.
To Your Trading Success,
AG
