After the U.S. market close on August 3, $Palantir (PLTR.US)$ surged more than 10%. The company reported second-quarter 2026 revenue of $1.935 billion, a 93% year-over-year increase, with adjusted EPS of $0.41; meanwhile, $Snap Inc (SNAP.US)$ Reported second-quarter fiscal 2026 revenue of $1.599 billion, up 19% year-over-year, with net losses narrowing to $164 million (compared to a loss of $263 million in the same period last year). The stock also jumped more than 10% in after-hours trading. Previously, Michael Burry—the real-life 'Big Short' investor—closed half of his short position in PLTR, while value investor Duan Yongping initiated a new long position in PLTR in the first quarter of 2026 and has since continued building his stake through selling put options. Are you bullish on it?$AI application software (LIST23492.US)$ ? How should investors position themselves?