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๐ This Isn't Good

This Company Is Booked Solid for a Decade
Imagine having more than $23 billion in orders before the year even starts.
Thatโs reality for the warehouse automation company in our 10 Best AI Stocks to Own in 2026 report.
Theyโre rolling out AI-powered systems to all 47 of Walmartโs distribution centersโฆ
Plus Target, Albertsons, and a global leasing venture with Softbank.
This is a decade-long pipeline in an industry where efficiency is everything.
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BREAKING NEWS
๐ฅ Inflation Is Back: The Iran War Just Showed Up On Your Gas Bill
The numbers are in. March CPI came in at 3.3% year over year. That is the hottest print in two years. The market was braced for exactly this, and Wall Street is treating it accordingly.
Here is what actually happened:
Energy prices surged 10.9% for the month. Gasoline alone jumped 21.2%. That one category accounted for nearly three-quarters of the entire monthly increase.
Core CPI, which strips out food and energy, rose just 0.2% for the month and 2.6% year over year. Both figures came in 0.1% below forecast. Underlying inflation is not spiraling. The war is doing this. Not all of my Chipotle runs and itโs definitely not from wage growth.
The stock market has been pretty flat on the news. Traders barely flinched.
Why The Fed Is Not Panicking: Goldman Sachs told clients the Fed has room to be patient and every reason to use it. The central bank will look through energy-driven noise as long as core stays under control. Rate cuts are not happening anytime soon and itโs still to be seen if rate hikes might be on the table.
The Problem Going Forward: Even if the war ends and gasoline prices fall back, core inflation is likely to creep toward 3.0% by year end due to tariff effects and rising health care costs. The war lit the fuse. Tariffs are the slow burn underneath it.
The Munch Take: The headline number is scary. The core number is actually fine. That gap is entirely a war story, not an economy story. The Fed gets to wait. The market gets to breathe. My wife filled up the tank last week and said, and I quote, "this is insane." She is now my leading macroeconomic indicator. More accurate than the Dow Jones consensus and slightly less stressful to read.
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STOCK OF THE DAY
๐ค Trump Just Endorsed $PLTR On Truth Social. The Stock Is Still Falling.
The President of the United States posted that Palantir has proven to have "great war-fighting capabilities." The stock ripped briefly. Then resumed going down.
Classic $PLTR behaviour.
Here is the thing most retail investors will not tell you. Ask ten people what Palantir actually does and nine of them will say "AI stuff" and stare at their shoes. The honest answer: it builds data integration and analytics software, mostly for government and military customers. It helps intelligence agencies and the Pentagon make sense of massive data sets. It is not a hardware company. It does not make missiles. It makes the software that helps you decide where to point them.
The stock peaked at $207.52 in November 2025. Itโs now sitting around $128 today, down roughly 29% year to date. A presidential endorsement on Truth Social could not stop the bleeding.
๐ The Bull Case:
Government contracts are sticky and deeply embedded. You do not rip out Palantir software the way you cancel a Netflix subscription.
The Iran war is a real tailwind for defence tech spending. Palantir wins more contracts in a world that is actively at war.
Q4 2025 earnings beat estimates by 19%, delivering $0.25 per share against expectations of $0.21. The business is actually growing.
๐ The Bear Case:
The stock trades at a P/E of nearly 206x. You are not buying a company. You are buying a dream at a luxury price.
The Michael Burry warning has real teeth. If Anthropic eats enterprise AI adoption, Palantir's commercial segment โ nearly half its revenue โ loses its growth story.
A Trump Truth Social post is not a contract. It is a tweet with extra steps.
The Munch Take: A sitting president publicly endorsed this stock on social media and it still went down. That is either a screaming buy signal or a flashing red warning light, depending entirely on your risk tolerance and your therapist's availability. My wife heard "Palantir" and asked if it was a paint colour. She has not bought it. She has also not lost 29% this year.
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