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Palantir: Growth Acceleration and a Possible New Impulsive PhaseAfter the May 4 earnings report, Palantir delivered exceptionally strong results, with revenue reaching approximately $1.63 billion, representing 85% year-over-year growth. The most significant driver of performance was the U.S. business, which grew 104% overall, with U.S. commercial revenue accelerating sharply by 133% and government revenue increasing by 84%, highlighting strong momentum across both segments of the business. Profitability remained at very high levels for a rapidly growing software company, with an adjusted operating margin of around 60% and substantial net income supported by strong operating leverage. The company also reported continued expansion in deal activity and backlog, including growth in large contracts and remaining deal value, which contributed to an upward revision of full-year 2026 guidance to approximately $7.65 billion in expected revenue.
From a technical analysis perspective, the price structure appears to have completed a minor Elliott Wave cycle, although with the usual flexibility required when applying Elliott Wave Theory to single equities rather than indices, for which the framework was originally designed. Within this context, the recent consolidation and subsequent price action could be interpreted as the potential start of a new minor impulsive wave, suggesting that momentum may be entering a fresh phase following the completion of the prior structure.
Heading into the next quarterly release, these figures set an extremely high benchmark. The market is no longer pricing Palantir as a typical growth software company but as a key beneficiary of the artificial intelligence adoption cycle. As a result, even strong performance may be viewed as insufficient unless it is accompanied by further acceleration, particularly in U.S. commercial growth and additional upward revisions to guidance, which remain the primary focus for investors.
This is not a financial advice. AMD $500 Breakout Context: Elliott Wave Extension and Structure As highlighted in the previous study, I was expecting the development of a primary degree Wave 3, which over the past weeks has turned out to be significantly more extended than initially projected.
The move has in fact surpassed the target area identified between the Fibonacci extension levels of 1.619 and 2, which represented the expected equilibrium zone for a standard impulsive extension.
In the context of an extremely strong bull run like the current one, such extensions are not unusual and can occur when directional pressure remains sustained well beyond the typical cycle structure.
What is currently observable is the development of a 5-wave impulsive structure of minor degree, consistent with the continuation of the ongoing trend. It will be crucial to monitor price reaction in the coming sessions, especially after reaching the psychological level of $500.
It is also important to remember that Elliott Wave analysis should always be interpreted with flexibility, as it was originally designed for equity indices and tends to perform better on broad and highly liquid structures, while individual stocks may exhibit more pronounced extensions or irregularities.
At the moment, the study appears to maintain a reasonable degree of adherence to the current market context and price dynamics, but it will remain subject to review in the coming weeks for potential updates and count adjustments.
This is not a financial advice. 
Long
ServiceTitan, Inc. (TTAN): A Titan in the MakingServiceTitan, Inc. (TTAN): A Titan in the Making: Digitizing the Skilled-Trades Economy
We believe ServiceTitan shares offer an attractive investment opportunity, with a target price of $105 per share.
Ticker: TTAN
Share price as of the analysis date: $80.5
Target price: $105.0
Upside potential: 30.4%
Stop-loss: $64
ServiceTitan is a rapidly growing SaaS leader that is transforming the skilled-trades industry through a scalable, cloud-native, and deeply integrated platform. Its solution brings together key capabilities- including CRM, field service management, ERP, human capital management, and financial technology- allowing contractors to automate their operations, improve visibility, and increase efficiency.
The platform replaces fragmented software tools used across the residential and commercial services industries with a single, end-to-end operating system.
Key Investment Theses
Expanding Market Opportunity
ServiceTitan operates in the large and fragmented skilled-trades market, which is estimated to exceed $1.5 trillion. The company aims to capture the equivalent of approximately 2% of this market through increased adoption of its platform.
As of 2025, ServiceTitan’s serviceable addressable market, or SAM, is estimated at approximately $13 billion, while its total addressable market, or TAM, exceeds $30 billion. Key growth drivers include accelerating digital adoption, industry consolidation, and expansion into new verticals such as landscaping, roofing, and pest control.
ServiceTitan continues to expand its market presence by growing its customer base and increasing gross transaction volume, or GTV, per customer. Its successful M&A strategy, combined with continued investment in research and development, go-to-market capabilities, and customer success, supports the ongoing expansion of its addressable market.
The Gold Standard for the Skilled Trades
ServiceTitan has established itself as the leading vertical SaaS platform purpose-built for the skilled-trades industry. Deep partnerships with major consolidators such as Wrench Group, together with AI-powered analytics provided through Titan Intelligence, position the company as a core technology platform for scaled service operators.
ServiceTitan is deeply embedded in its customers’ workflows, supporting strong retention as well as attractive upselling and cross-selling opportunities.
Significant Long-Term Margin Expansion Potential
ServiceTitan’s non-GAAP operating margin has already reached 9.8% and is expected to improve by several percentage points annually. Management is targeting a long-term operating margin of more than 25%, supported by greater scale, a favorable shift in the revenue mix, and improving customer-acquisition economics.
The company has also achieved sustainable positive free cash flow and maintains a net cash position. This financial flexibility should, among other benefits, support faster expansion into new verticals through ServiceTitan’s proven bolt-on acquisition strategy.
Valuation and Recommendation:
We initiate coverage of TTAN with a Buy rating and a price target of $105 per share , implying upside potential of approximately 30.4% from the share price used in this analysis. We recommend setting a stop-loss at $64 per share. 
Long
PLTR: Two Accumulation Zones, Three Years ApartThis chart shows two signals from the same structure tool, three years apart. Reading them together is a lesson in what accumulation zones are - and what they aren't.
The old zone: May 2023, around $8
Structura Accumulate marked a zone when PLTR was rebuilding structure near $8 - deep in the post-2022 reset, when attention on the name was minimal. What followed is one of the strongest advances of this cycle.
Here's the honest part: that zone did not predict the advance. It identified a structural condition - price rebuilding around a long-anchored reference after a major decline. The magnitude of what came after belongs to the market, not the tool. Zones can fail. This one didn't - and using a single spectacular example as proof would be exactly the kind of thinking structure analysis exists to replace.
The new zone: 17 bars ago
A fresh Accumulate signal fired about three and a half weeks back - the first on this chart in a long while. The tool's silence between the two zones matters as much as the signals: through the entire advance, no new zone. Accumulation is a rebuilding behavior; it appears where structure is being built, not where trends are extending.
How to treat a fresh zone - the protocol
A new zone is not a trigger. It is an area of interest with a binary question attached: acceptance or rejection.
Watch how price behaves around the zone over the following weeks - stabilization and reclaim, or failure and continuation lower.
Acceptance means structure is holding: the market is treating the area as a base.
Rejection is information too - it tells you the rebuilding attempt failed, and you learned it without predicting anything.
Either way, you stay objective. The zone defines where to pay attention; the market's reaction supplies the verdict.
The takeaway
Two zones in three years on one of the market's most-watched names - that selectivity is the feature. A structure tool speaks rarely, at structurally meaningful places, and stays silent everywhere else. What it never does is promise that the next zone rhymes with the last one.
Structura Accumulate is free and public - full framework in our profile. $TSLA — Weekly Elliott Wave StructureFrom the April ’25 lows, I’ve mapped out one possible eight-wave Elliott Wave structure: a five-wave impulse higher, followed by an A-B-C correction, with wave C potentially still in progress.
The impulsive move topped around $495 in December, completing the fifth wave before price entered the current corrective phase. Since then, Tesla has continued printing lower highs and remains inside a descending channel.
I’ve kept the main channels, consolidation patterns, moving averages and key levels on the chart. Green lines show the important bullish structures, while red lines highlight those that have already broken.
The Fibonacci retracement is measured across the entire five-wave advance. The April low reached the 50%–61.8% retracement zone, which still leaves the broader structure constructive from a Fibonacci perspective.
The main support levels now sit around:
• $355 — 50% retracement and 50-week MA area
• $337 — previous corrective low
• $322 — 61.8% retracement
For the bullish structure to begin rebuilding, price needs to reclaim the shorter-term moving averages and break above the current descending channel. The first major resistance sits around $449, followed by the December high near $495.
With earnings due, it may take a clear beat or miss to push price decisively out of this correction. Until then, the wider structure remains bullish, but the shorter-term trend is still corrective.
NFA. DYOR.
Long
Eaton: From Auto Parts Maker to AI Power Kingmaker?Eaton (ETN) is executing one of the more striking corporate transformations in industrials, pivoting from a legacy vehicle-parts supplier into a linchpin of global AI infrastructure. The centerpiece is the $9.5 billion Boyd Thermal acquisition, completed March 12, 2026, which closes Eaton's gap in liquid cooling and hands it end-to-end control of the "grid-to-chip" stack, from high-voltage power distribution down to the cold plates cooling AI servers. Priced at a 22.5x EBITDA multiple, the deal alone is projected to add $1.7 billion in 2026 sales.
The macro backdrop is doing much of the heavy lifting. AI data centers could consume up to 17% of total U.S. electricity by 2030, and slow-moving public utilities are pushing hyperscalers toward behind-the-meter power solutions, a shift Eaton is positioned to capture. The numbers already reflect it: electrical backlog surged 48% year-over-year to a record $19.6 billion, on top of record FY2025 revenue of $27.4 billion. That growth isn't free, though; net interest expense nearly tripled year-over-year and acquisition charges pulled GAAP EPS down to $2.22 from $2.45, underscoring near-term margin compression even as the top line accelerates.
Portfolio reshaping continues on multiple fronts: the Mobility Group is being spun off and combined with Dana Incorporated in a $5.1 billion Reverse Morris Trust transaction expected to close by Q1 2027, a new additive-manufacturing center just opened in Wimborne, UK, and a FranklinWH partnership extends Eaton's "Home as a Grid" strategy into residential energy storage.
Markets have taken notice. ETN shares are up 17% year-to-date, trading near $401 at a 39.1x P/E, with Citigroup, Morgan Stanley, and RBC lifting price targets as high as $500 and bullish options activity spiking 648% in a single session. The open question for investors: can execution keep pace with a valuation that's already pricing in near-flawless delivery on that $19.6 billion backlog? 
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