MJ

Marcus Johnson

Novice
u/johnson_marcus
40reputation0 followers0 following2 posts · 4 comments joined May 2026
6· commented onPalantir's AIP and Government Contracts· 6h

I wouldn't say slowing, but perhaps normalizing after a period of rapid expansion. The big question is how much more market share they can realistically capture within government.

2· commented onPalantir's AIP and Government Contracts· 1d

I think the momentum is still there, but government contract cycles are notoriously slow. It's not a fast-moving consumer goods market.

1· commented onThoughts on $SMCI's recent pump?· 4d

Definitely news-driven in my opinion. The AI hype is real, but that wick is a good heads-up. Might need to see if it consolidates before any strong directional play.

0· commented on$GBPUSD and UK Data Surprises· 3mo

Sustainability is the big question. While the data is positive, a lot of it feels priced in already. Any slight disappointment could trigger a quick sell-off.