🚨 Alert #3752 Tue Sep-01 15:00:22

Palantir's Rule of 40 Surge Signals Strong AI-Driven Performance

qz.com · Fri Aug-28 12:29:00 published · Tue Sep-01 15:00:22 alerted · alerted 98h 31m after publish · read at qz.com ↗ · other · mat 65

Palantir Technologies reported a Rule of 40 score of 155% in Q2 2026, driven by 93% revenue growth and 62% adjusted operating margins.

🎯 Tickers & verdicts

ticker	direction	verdict	since close	30m	day lo	day hi
primary PLTR	▲ bullish	PRICED	-2.12%	-0.18%	179.05	186.12
AMZN	· unclear	PRICED	-2.33%	-0.50%	253.71	257.52
peer MSFT	· unclear	REPRICING	-1.01%	+0.85%	466.45	504.64
META	· unclear	REPRICING	-0.97%	+1.51%	558.35	584.48
GOOGL	· unclear	FRESH	-0.97%	+0.11%	328.75	338.28

strategy	ticker	action	side	rationale
S1	PLTR	○ skip	—	verdict PRICED — Δ prev close -2.12% · Δ 30m -0.18% · px 182.42 (prev 186.38) → close -1.16%
S2	-	○ skip	—	no counterparty in universe
S3	MSFT	○ skip	—	direction unclear for MSFT → close -0.26%
S4	PLTR	○ skip	—	verdict PRICED — Δ prev close -2.12% · Δ 30m -0.18% · px 182.42 (prev 186.38)

no trades spawned

S1 primary — trades the alert's primary ticker in the direction the article itself indicates; exits at the same day's close.
S2 counterparty — trades the inferred counterparty ticker (weakest signal, LLM-inferred sympathy); exits at the same day's close.
S3 peer — trades an inferred peer ticker (also LLM-inferred sympathy); exits at the same day's close.
S4 overnight — holds the primary ticker from today's close to the NEXT day's close.
Verdicts are decided top-to-bottom, first match wins; REPRICING is also the fallback when nothing else matches (2026-08-08 #220).
UNKNOWN — a needed price input (move since close or move in the last 30m) is missing.
PRICED — |move since previous close| ≥ 2.0%: already reflected in price.
REPRICING — |move in the last 30m| ≥ 0.5%: the tape is actively moving on it. Also covers a quieter move — |move since previous close| in [1.0, 2.0) with a quiet last-30m tape: still developing, not yet priced.
FRESH — |move since previous close| < 1.0%: a genuinely new move.
materiality — how market-moving the story was judged, 0-100 — alerts require materiality ≥ 60.