Meloni | Lawrence van Rijn

Several things happened in the last 24 hours. A LinkedIn post set it off. It was about that Palantir was finished, it was a done deal. That stirred a few memories. You see I was introduced to Palantir Government in the late 90s, before it became Palantir Gotham. There was Palantir Finance (I think that this is what now goes for as Palantir Metropolis), but I never saw that. It was a good program and it was powerful. It did not have the bells and whistles that Clementine (now IBM Miner) had, but it was an excellent program and I was looking for my next Customer Service role (I was in a bit of a bad space), so as I had heard of the Palantir events over the year, that post did not make sense to me. So I decided to take a look and find out for myself (I don’t trust anything on social media that I have not personally verified with at least one good source (like a decent newspaper). I found out a lot more than I bargained for. In the first Palantir Technologies Inc is valued at 307.98 billion, this makes sense later on.

Then I saw ‘Palantir trades into the week as France move puts ai at risk in Europe’ (at https://ts2.tech/en/palantir-trades-into-the-week-as-france-move-puts-ai-at-risk-in-europe/), there we see “Palantir ended June 18 at $128.47, dropping 1.65% for the day but up roughly 0.4% from where it closed on June 12. France’s DGSI is moving to ChapsVision, selecting the company to take over from Palantir as its supplier over several years. Palantir said its current contract is still active.” The French Connection (sorry Popeye) is about to make sense. You see, the rumbling that this White House has embarked on is now showing its rather large nasty feathers. The world is shunning anything from the United States and France sees the setting that and is moving and banking on the French solution called ChapsVision, we are given “ChapsVision is a leading player in the field of artificial intelligence and data processing. With proven technologies that accelerate data acquisition, preparation and processing, ChapsVision supports businesses and government organizations in their digital transformation.” As I see it, it is a (largely) financial solution, and getting up to speed of where Palantir is will take a few years. But France is banking on its ‘local’ solution and with that the European market opens up to France and yes this is likely to be a drain on where Palantir wants to be. So in comes the second story.

This comes from Simply Wall Street (at https://simplywall.st/stocks/us/software/nasdaq-pltr/palantir-technologies/news/palantir-technologies-pltr-stock-could-be-20-overvalued-even) where we see ‘Palantir Technologies (PLTR) Stock Could Be 20% Overvalued Even If Growth Stays Strong’ and here the first red flag comes up, Simply Wall Street does not give a writer, just hide it under the rug (as the expression goes) but there is where the loon try to find stuff, so now we see the initial; value, Which was $308 billion, now we get the other part (which I left out) “Palantir reported a record annual revenue of $4.475 billion for fiscal year 2025. This marked a 56% year-over-year growth compared to their 2024 results, heavily driven by massive domestic adoption of their artificial intelligence platforms.” So when you see this, the 20% overvalued does not make sense. We see what might be coming in 2027/2028, but that is not now and the stages are set to what I personally believe is that someone wants to play a little game called ‘shorting the stock’, if there is enough babbles and bitcoin people, they will overlook what matters and just dump their Palantir stock. Now, be mindful, I am not an economist and I have no economic degrees, but I have three University degrees and a few more ‘accolades’ as I think they are called in data technology and data analyses. I believe that some are thinking that Palantir is a weakling waiting to be plucked and that is not happening on my watch as as I see it, LinkedIn is being used for that and political endings too much. These people are hiding behind “That is what I see and I have a right to speak” that’s fair, but we can expose you as well, so that is the other side of this and Palantir has some of the most powerful software in the world to do just that. I think that Palantir needs to look into the enemies they have. But that is up to them and I wasn’t done yet.

There was more, you see the Guardian gives another side (at https://www.theguardian.com/technology/2026/jun/13/palantir-loses-legal-challenge-to-force-swiss-magazine-to-publish-rejoinders) where we see ‘Palantir loses legal challenge to force Swiss magazine to publish responses’, I feel uneasy on this. I get that Palantir wants to learn “to force a Swiss independent magazine to publish its responses to articles about how the Swiss government rejected its services.” My doubt is that any government can reject services, but they tend to give reasons, isn’t that the case? So when a magazine collects responses, would that not be in the interest of the world to learn the how and why? I agree that this cannot have personalized data, but the entire mess comes across as weird. But the entire setting is what this White House is inflicting on the business end of the businesses of the United States. I saw it coming to some degree, but not to this degree (as I personally see it, the US Administration comes across as absolutely bug-nuts), if you doubt this, consider the simple setting of Measles in the United States, what it was in 2024 and what it is now and that is just for starters. The world is, as they say, fed up with the United States. Should you think I am wrong you could ask that bella bambina Meloni, you can find her at Via dell’Impresa 89, Rome, Italy. Believe me, she has a story for you, it will knock your socks off.

The stage is not her, or what Palantir is facing, but as we see this evolve we see more and more American services being rejected by the EU and Commonwealth to a larger degree. And as I see it, some (like Microsoft) are already running like chickens without a coup in all the offices, because there bonuses are set to keeping the status quo, so the larger bulk of CEO’s are seeing a rather large bump in what they could expect to see diminish.

And for one, Simply Wall Street (yet again) now gives us ‘Palantir Stock And 2 Software Picks With Earnings Growth And Strong Balance Sheets’ (at https://simplywall.st/stocks/jp/semiconductors/tse-285a/kioxia-holdings-shares/news/palantir-stock-and-2-software-picks-with-earnings-growth-and) giving us a second different view. Where we see “Palantir generates about US$2.8b in revenue from Government customers and US$2.5b from Commercial customers, with most of its sales coming from the United States and the rest split between the United Kingdom and other international markets.” As I see it, that sounds more like it and it is about what I have seen and expected, and with the additional “Palantir Technologies has become a focal point for investors looking at real world AI adoption, as its platforms power everything from U.S. defense programs to fast growing U.S. commercial clients. Recent revenue growth of 133% shows how quickly customers are scaling usage. The company combines very high profitability, including a 43.7% net margin and 26.8% return on equity, with a debt free balance sheet and strong cash holdings, which stands out in the software sector. At the same time, the stock trades on rich valuation multiples, insiders have been selling shares and contracts such as the UK NHS data platform face political scrutiny. That mix of quality fundamentals, AI partnerships with groups like Google Cloud and concentrated government exposure creates a story that deserves closer inspection.” At what point does that give credence to the setting that it was 20% overvalued? Perhaps that might be true (I am an economic noob) as gamers would state, but the settings are off. I get that Palantir will face a much harder 2027 and optionally 2028, but ChapsVision isn’t in all the other places yet, this could happen and it will eat away from the pie that is now Palantir, and I for one do not think their excellence in Gotham is easily matched, but give it time and in 2029 it might be a different story, but that is looking too far ahead (I might not even be alive then) and with the way the United States is taking its international responsibilities there is a larger setting that this could happen and there is no way I can type this blog whilst ‘enjoying’ sunshine at 2354 rads. I have medical evidence of that (read: Google Scholar)

So you all have a great day and consider limiting your exposure to LinkedIn, it will become the next hotspot for influencers and BS artists alike.

This is a little harder to write about. It actually started in 2017 when I wrote ‘The finality of French freedom’, the story (at https://lawlordtobe.com/2017/03/17/the-finality-of-french-freedom/) makes a few accusations as I personally saw them. We got some kind of a warped excuse towards ‘we made a mistake’ a year later, but I reported it as I saw it, fear mongering by the IMF. Yes, all those people filling their pockets on the Credit Card of the United Kingdom were missing out on exquisite lunches. This was (as I personally saw it) starting to happen again on February 1st when I wrote ‘Insecure Masturbation Fraternisers (IMF)’ (at https://lawlordtobe.com/2023/02/01/insecure-masturbation-fraternisers-imf/), there we were given via the BBC (no allegations towards them), that the ‘UK expected to be only major economy to shrink in 2023’, ‘expected’ and ‘major’ being key elements there. Now we see “53% of business leaders in France said they expect a recession in 2023”, it is important to note that this does not make that true. All this whilst Reuters reports ‘Meloni: Italy could be in recession in 2023, faces tough times’, here too we see ‘could’ and that is important, but that gives us that there is a case that the IMF is nothing more than a stupid political tool, fear mongering yet again. So we return to the January 31st BBC story where we see “The IMF said the economy will contract by 0.6% in 2023, rather than grow slightly as previously predicted”, now it is time to look at the story now 17 hours old. Here we see (at https://www.bbc.com/news/business-64584295) ‘UK economy avoids recession but not out of woods – Hunt’, where we are given “the ONS revised up its figures for the July to September quarter, to show that the economy shrank by 0.2% instead of the previous estimate of a 0.3% fall”, as well as “some think the UK will avoid a technical recession completely”, as such I also admit that what some admit does not constitute evidence. Yet the fact that the IMF (yet again) makes an error of 0.6% which amounts to almost 23 billion. It is hard to put a number on anything and the flaw seems small, but the 0.6% seems more dangerous than that. The problem is, who is right. One cannot be regarded as wrong because of the negativity, the other cannot be regarded as wrong because of the lessened negative setting. But I can tell you this. The EU credit card is tapped out, the only way to get a handhold on that is by adding the UK back to it, there is no care on how the UK does, it is that if the UK rejoins the EU (after all that bullying) that the EU credit card is back in business and that (especially after the Mario Draghi fiasco’s) should not be allowed. I always stated that things would get worse before they get better and when they get better it becomes a lot better in a hurry, there aren’t 21 countries dragging the UK economy down, as well as their budgets.

There is a much larger field and serious questions might have to be asked about the seeming incompetent acts of the IMF. I would state that a player like the BBC needs to clearly show sources regarding some of their reports, but I get that this might not be possible, yet the time for questions grow ever larger, especially after I showed issues on at least three events. In the end it might be me, but I was right the first time, I have questions the second time and we need to ask questions, especially when the Bremain bullies are out in force and there are indications (not evidence) that the IMF is aiding them. But that is merely my point of view on the matter.

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