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☕️ Palantir, this could be the week

Aug 18, 2025

Howdy! 👋

I’m super excited for a week of what I call “boring” numbers.

I’ll explain in a minute.

Meanwhile, and as noted in last night’s short, all the elements for a sustained rally are still in place including one specific “tell” I’ve seen a handful of times during my career before and during the early stages of big, sustained rallies. (Watch)

Many investors still don’t get it so they’re playing to “yesterday” because they don’t want to lose or simply can’t understand where the world is going.

That’s a shame.

The far more profitable choice is to play for tomorrow, imho.

History bears me out.

I believe that there is a good case to be made that there will be more profits created in the next 10 years than in the last 50 combined.

The choice is simple to my way of thinking just like it has been at other key moments in human history.

You can look at the menu in which you’re gonna be hungry or, better yet, grab a seat at the table, order and start chowing down.

Missing opportunity is always more expensive than trying to avoid risks you can’t control.

Here’s my playbook.

1 – Palantir, this could be “the week” … and more

I sat down with the super smart David Asman ahead of today's opening bell for a chat about why I think boring numbers are better than anything from government sources I often refer to as the Ministry of Whitewash, what I make of the Fed’s input this week and why I think this could be the week for Palantir and where I see it going next. (Watch)

The numbers are jaw-dropping, practically no matter how you cut the proverbial pie.

Revenue +90% in 3 years

Net income +216%

Operating income +220%

The notion that it’s not “scalable” as many negative nellies have asserted is laughable.

Prices have returned 437.14% over the past 12 months and 1,743.85% over the past 3 years while the S&P 500 has turned in 16.16% and 50.95% respectively.

Btw, I am hearing about lots of people and more than a handful of clickbait artists who are trying to “find the next Palantir” but what they don’t realize is that Palantir is the next Palantir. 💯

Moreover, history suggests very clearly that there are 10-15 “Palantirs” out there right now in various stages of maturity. Hopefully, you own at least a few of ‘em like the OBA Family does. If not, and you’d like to, you may enjoy One Bar Ahead® where I make it a priority to find ‘em long before the rest of the world catches on.

2 - A great dividend choice just off 52-week lows

One of the surest paths to profits is to buy great companies when nobody else wants ‘em.

That’s the case with a superb dividend choice I spotted over the weekend.

Eli Lilly.

I prefer a few other choices in this space because they match my expectations and, specifically, the finely tuned OBA lens through which I evaluate opportunity but that’s just me.

I encourage you to take a look and see if Lilly matches your risk tolerance, objectives and circumstances (which to be fair, I don’t know).

Trade Idea: Buying the stock is straightforward but so, too, are LEAPs calls. Reinvesting, too.

3 – Why the world’s most successful investors aren’t glued to headlines about Trump, Putin or the Fed

It’s hard to imagine but the truth often is, especially these days.

Professional traders and the world’s most successful investors aren’t glued to headlines about Trump, Putin, or the Fed—unless something really blows up.

Politics, geopolitics, central banks… the market has a short memory.

Always has, and always will, for one simple reason.

Money flows where it’s treated best.

So… buy the best, ignore the rest.

And be done with it.

Your money will thank you.

Keith’s Investing Tip: Discipline beats distraction every time.

Not to beat a dead horse here, but if you’d like some help – and who wouldn’t if you’re tired of fighting for Wall Street’s table scraps – I’ll be here.

4 – Better to own brick than slick

Yieldstreet promised you could “invest like the 1%.” Instead, CNBC is reporting that 4 deals are toast, 23 are circling the drain, and some investors are out hundreds of thousands. (Read)

The lesson?

One that we talk about frequently.

Shiny “alt assets” and creative fintech packaging don’t change weak underwriting, due diligence or a lack of quality. It can, but that’s typically the exception, not the rule.

Here’s what I want you to think about.

Generally speaking, the institutional pipeline is so deep and so well-funded that the odds are very high that anything left in the private equity pipeline or specialized deal flow channels like short-term notes, distressed assets, private credit and so on has already been picked over by the time you get to eyeball ‘em as an individual investor.

Better to own brick than slick.

5 – AI power just met nuclear’s long game

Google, Kairos, and TVA have announced a first-of-its-kind deal to bring advanced nuclear reactors into the AI era. (Read)

There are a few things that catch my attention.

Kairos and Google will shoulder the risk of building it so that consumers are not on the hook for building it out (and cost overruns, delays etc). This is a biggie because delays and cost overruns are the norm. The last 2 reactors built in the US ran 7 years over schedule and, oh yea, $18B more than projected. 🤦‍♂️

TVA will provide the revenue stream needed to operate with a comprehensive power purchase agreement that will be the first “offtake” from an advanced reactor if it’s inked.

The challenge is twofold.

First, nukes take years to go from blueprint to baseload, while AI’s energy demands are already straining the grid. That’s why I’ve steered away from the likes of other nuclear fad stocks so far. Conventional power is still a super-profitable game.

And second, the Kairos reactor uses liquid salt as the coolant rather than light water which allows the unit to operate using thinner and presumably less expensive materials because it can operate at nearly atmospheric pressure. So, there’s a proof-of-the-pudding element to it.

Unfortunately, TVA is a federally owned utility, and Kairos Power is private… which means there’s no stock to buy.

Yet?

Hmmm. 🤔