Dear Reader,
A 23-page strategic memo from the U.S. Department of the Interior was quietly leaked... then quickly scrubbed from public view.
Inside? A shocking new deadline.
That's the day the federal government plans to open the floodgates on $100 trillion in U.S. land and resource wealth... much of it earmarked for data centers, AI infrastructure, and critical minerals like lithium and rare earths.
Big Tech already sees what's coming.
Meta, Microsoft, and Amazon have rushed to sign power deals across the country. The Department of Energy has issued requests to build 16 new AI data centers on public lands.
But most investors haven't connected the dots.
This leaked memo could be the key to understanding how America's land is being quietly repurposed to fuel the AI arms race... and how you could profit from it before the looming deadline.
I've put together the full memo, backup materials, and a short list of stocks I believe could soar as this unfolds, including one $10 play that's uniquely linked to this story.
Click here for all the details before this hits the front page.
Regards,
Whitney Tilson
Editor, Stansberry Research
Buffett's Wisdom Could Spell Trouble for Palantir Shorts
Written by Chris Markoch. Published 8/26/2025.
Key Points
- Palantir stock has dropped 15% in a week, but short sellers may now face the risk of a bullish reversal.
- The company continues to deliver growth and profitability and expands government and commercial contracts.
- With AI catalysts ahead, Palantir could catch shorts off guard and rebound strongly.
Warren Buffett is credited with the saying, "You only find out who is swimming naked when the tide goes out," a reminder of the importance of managing risk. That adage seems especially relevant amid the recent sell-off in Palantir Technologies Inc. (NASDAQ: PLTR).
Palantir remains one of 2025's most popular and divisive stocks. Over the past week, PLTR has fallen roughly 15%, wiping out more than $73 billion in market value.
America invokes emergency powers (Ad)
While the headlines obsess over overseas conflicts, Washington has been quietly preparing for something much bigger here at home. Emergency powers are being invoked, trillions are being mobilized, and the scale rivals anything we've seen since WWII.
According to Porter Stansberry and Jeff Brown, a new economic arms race is already underway — one that could reshape markets, redirect capital, and impact billions of lives. They've just released an urgent briefing that explains what's really happening behind the scenes, and which companies are positioned to benefit most.
Short sellers, however, have benefited from the pullback, netting about $1.6 billion in profits—a welcome outcome for skeptics focused on the company's lofty valuation.
With the shares stabilizing in recent days, though, those shorts may need to brace for risk if a bullish reversal takes hold. Legendary investor and CNBC host Jim Cramer issued a similar warning on Twitter: "Shorts momentarily winning... (but) They best not overplay their hand."
Palantir Keeps Beating the Bears
This sell-off isn't prompted by any company-specific setback but by broader concerns over valuation and growth: how far could the stock fall if Palantir misses its lofty expectations? Even the bulls concede that would be a tall order.
Over the past few years, critics have targeted three main risks for Palantir: government revenue reliance, a lack of profitability, and competition for key contracts. So far, the company has addressed them all:
- Dependence on government revenue: In its August earnings report, commercial revenue rose 93% year-over-year, now accounting for 41% of total sales.
- Profitability concerns: The company reported earnings per share of $0.16 last quarter—a 433% YOY improvement—achieving solid profitability.
- Competition for government contracts: Palantir continues to stack up important long-term contracts and is positioning itself as the Pentagon's AI engine.
Short Sellers Face Rising Risks
PLTR's pullback is part of a broader sell-off in technology stocks. When a stock carries a valuation like Palantir's, it's a natural target for short sellers aiming to shake out weak hands.
Yet the retail investors who scooped up shares in the single digits tend to hold. While some analysts attribute recent gains to retail momentum, that's likely not the main driver.
Since Palantir's additions to the S&P 500 and Nasdaq-100 in late 2024, many institutional funds have been forced to buy the stock. Institutional purchases have outpaced sales by nearly 2-to-1—$25.33 billion bought versus $13.32 billion sold.
Another bullish signal: the consensus price target for PLTR has climbed to $136.61, implying a potential 15% downside. Yet a year ago, analysts' average target was roughly $80—evidence that the stock's floor keeps rising.
Volatility Cuts Both Ways
PLTR could dip again—after all, from mid-February to early April it slid about 41%. But since then, the shares are up approximately 115%, a swing that undoubtedly caught short sellers on the wrong side of a bullish reversal.
With more than two months until Palantir's next earnings, all eyes are on NVIDIA Corp. (NASDAQ: NVDA), which reports on Aug. 27. A strong Nvidia print could reignite the AI rally.
Buffett's point remains clear: when the tide turns, risk is exposed. If NVIDIA sparks another leg of the AI upswing, it won't be Palantir bulls caught swimming naked—it will be the shorts.
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