Emir M | Type-F Capital

RBC on Palantir $PLTR ahead of earnings: “Risk/reward skews negative.” Palantir remains the most expensive stock in RBC’s SaaS coverage, at roughly 61x 2026 and 40x 2027 consensus revenue on an enterprise-value basis. The firm acknowledges that growth improves the comparison, but says “we struggle to underwrite a scenario that justifies current valuation levels.” Its review of retail shareholder questions also shows attention shifting back toward dividends, buybacks and stock splits. RBC interprets that as growing pressure for shareholder returns, given Palantir’s roughly $9B cash balance. Government activity remains elevated in RBC’s estimates, supported by ongoing geopolitical demand. However, its tracker shows contract value declining QoQ and net new annual contract value falling noticeably compared with the previous four quarters, suggesting some sequential cooling.

$FICO Peak fear: the grid is released, Pulte has been on a crusade, and the headlines against FICO are finally dried up. 1-2 Q's of reporting to show that VantageScore is not taking share from FICO (remember, they send these along FOR FREE w. FICO pulls and no one switches)

BREAKING: The first rioters and looters have been sentenced in France. The judges practically refuse to hand out prison sentences: 🔴 Toulouse – Ylan, 18 years old. Throwing a Molotov cocktail at police officer - Sentence: 12 months suspended + 140 hours of community service + deprivation of voting rights for 3 years. - Max. sentence: 10 years in prison 🔴 Lille – 3 men, including 2 illegal migrants. Arrested with bags filled with loot from Micromania and Calzedonia stores. - Sentence: 10 months in prison with custody warrant + 2-year territorial ban (for the 2 undocumented migrants). - Max. sentence: 5 years 🔴 Lille – Father of a family with a crowbar, attempted break-in at a store. - Sentence: 10 months in prison with custody warrant + 3-year ban on demonstrations. - Max. sentence: 7 years 🔴 Lille – 23-year-old man, launching fireworks at police - Sentence: 12 months under electronic monitoring + 140 hours of community service. - Max. sentence: 5 years 🔴 Reims – Sahel W., 19 years old. Looting a Carrefour - Sentence: 105 hours of community service. - Max. sentence: 7 years 🔴 Reims – Hugo M., 20 years old. Looting a Caviar boutique. - Sentence: 4 months under electronic monitoring. - Max. sentence: 7 years. 🔴 Rouen – Tunisian delivery driver, looting of a gold buyback shop (16,000€ worth of jewelry in his pockets). Repeat offender. - Sentence: 8 months in prison with custody warrant + revocation of 6 months suspended from a previous conviction. - Max. sentence: 14 years 🔴 Rouen – Anthony, homeless. Looting of the Courir boutique. Repeat offender. - Sentence: 6 months in prison + 6 suspended. - Max. sentence: 14 years 🔴 Rouen – 26-year-old unemployed man. Looting of Micromania. Repeat offender. - Sentence: 6 months under electronic monitoring. - Max. sentence: 14 years 🔴 Rouen – Nicolas, garbage collector, and Zakaria. Throwing projectiles at police and insults. - Sentence: 12 months under electronic monitoring. - Max. sentence: 5 years 🔴 Lyon – Mohamed, illegal migrant. Looting of Louis Vuitton boutique (6 wallets, 2 pairs of glasses, one pair of pants, one leather bag, and one fabric bag). - Sentence: 6 months in prison with custody warrant - Max. sentence: 7 years 🔴 Lyon – Cheima, 30-year-old woman. Looting of JD Sports store - Sentence: 8 months suspended. - Max. sentence: 7 years 🔴 Lyon – Sophia, 27 years old. Already 9 convictions including thefts. Looting of JD Sports store. - Sentence: 12 months under electronic monitoring. - Max. sentence: 14 years 🔴 Lyon – Adam, 19-y-old Swiss national. "Black bloc" from abroad. Arrested leaving a looted Monoprix + resistance - Sentence: 12 months suspended. - Max. sentence: 7 years 🔴 Perpignan – 20-y-old man, throwing a construction barrier at 2 police officers. - Sentence: 6 months under electronic monitoring - Max. sentence: 5 years 🔴 Perpignan – 21-y-old man. Throwing objects at police and vandalizing the city. Ski goggles, t-shirt as balaclava, and reinforced gloves. - Sentence: 10 months under electronic monitoring. - Max. sentence: 7 years 🔴 Perpignan – 22-y-old Amazon delivery driver, already one prior conviction. Scooter theft after demonstration with face concealment, in a group and break-in - Sentence: 8 months under electronic monitoring. - Max. sentence: 10 years 🔴 Limoges – 20-y-old woman. Looting in stores and at City Hall (later destroyed by fire) - Sentence: 6 months in prison with custody warrant + 18 suspended prob. - Max. sentence: 12 years 🔴 Pau – 43-y-old man. Throwing objects at police - Sentence: 6 months under electronic monitoring. - Max. sentence: 5 years 🔴 Nîmes – 24-y-old PE teacher. Throwing objects that injured a police man (3 days of leave). - Sentence: 18 months suspended prob. - Max. sentence: 5 years 🔴 Grenoble – 10 people. Looting Sentences: from 4 months suspended to 8 months served (served for 1 individual already convicted to suspended in June). Max. sentence: 7 years

Aside from the fact that this is an ugly blue, the company is morally reprehensible, and it’s a sad desperate exercise in trying to be cool, that patch with the little slogan or whatever is some of the most Machiavellian rise and grind evil shit I’ve ever read

To buy stuff, you can just take a picture of your credit card, drop it in the chat and Grok @Bot will scour the Internet for the best deal on the item you want and order it