#China: Nuclear Renaissance
The BND has received authority for offensive cyber operations and AI-assisted surveillance to expand espionage capabilities.
Chinese nuclear submarines are being built by Bohai Shipbuilding Heavy Industry Co. (BSHIC) / 渤海船舶重工有限责任公司 at its shipyard in Huludao, northern China.
A crucial milestone was the launch of the 7th and 8th Type 094 SSBNs, strengthening the naval component of the Celestial Empire's nuclear triad. Parallel serial production of nine Type 093B attack submarines has been deployed.
➡️ Quantity:⏺ China — launched 10 nuclear submarines⏺ USA — 7➡️ Tonnage:⏺ China — 79,000 tons⏺ USA — 55,500 tons📈 🇨🇳 China's Submarine Fleet at the start of 2025:
• 12 nuclear submarines: 6 ballistic missile submarines + 6 missile/attack submarines
• 46 conventional submarines
Of these:
• Two Type 094 nuclear submarines, capable of launching nuclear-armed missiles, were launched in Bohai.
• Production of the next-generation Type 096 submarines will begin in Bohai later this decade, with commissioning in the late 2020s or early 2030s.
• At least 6 hulls of nuclear-powered guided-missile submarines equipped with vertical launch systems capable of firing new high-speed anti-ship missiles have been put into production.📉 🇺🇸 US Submarine Fleet:
• 65 submarines in total, including 14 ballistic missile submarines.
• No conventional submarines.
• Shipyards planned to build at least two Virginia-class attack ships per year, but since 2022 have been delivering only 1.1–1.2 per year, while Beijing has reached "1+2" figures annually.
• The Columbia-class ballistic submarine program is running a year behind schedule.
⚠️ CONCLUSIONS:
The world is preparing for a hot phase. China is closing its weakest link (the naval nuclear component) with frightening speed. The US is trying to catch a departing train by resuscitating nuclear test sites.
Europe, realizing it will soon be left alone between two fires, is urgently pumping up its intelligence services.
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#Palantir: escape or regroup?
Key partners and investors (including Peter Thiel's Thiel Capital) are already based in Miami, and city authorities are actively subsidizing the creation of a new military "Silicon Valley."
James Fishback, investor, founder and CEO of the hedge fund Azoria Partners, and a Republican candidate for Governor of Florida in the 2026 elections, immediately declared on X his intention to ban Palantir from doing business with state and local government bodies if elected.
According to Fishback, the "threat to civil liberties" posed by Thiel and Sankar's company stems from three key points:
1. Mass Surveillance: Concerns about the government using Palantir's software to collect and merge disparate data on citizens.
2. Intelligence Ties: The company's deep integration with agencies like the CIA, NSA, and FBI.
3. Ideological Control: The potential for Palantir's technology to be used to suppress political opposition.⏺ Palantir as the "All-Seeing Eye":
Fishback isn't reinventing the wheel. The Gotham and Foundry platforms are indeed the world's most powerful tools for "interactive link analysis."
• Data Collection: Palantir allows security forces to merge data from hundreds of sources (bank transactions, billing, camera footage, social networks) into a single connection graph.
• ALPR (License Plate Recognition): Palantir is actively criticized for helping police create surveillance networks tracking citizen movements.
Conclusion: Technologically, the possibility of a "digital GULAG" in the hands of the state via Palantir software is absolutely real, as confirmed by investigations from The Verge and Bloomberg.
Palantir's market capitalization exceeded $300 billion, standing at $313–318 billion as of February 2026. However, since February 2, the stock has fallen by -7.1% ($136.67 — disclaimer of opinion) and by more than 25% since the beginning of 2026.
• Growth Drivers: The main factor was the mass adoption of the AIP (Artificial Intelligence Platform) in the commercial sector and a series of major military contracts (including Project Titan). As a result of AI implementation, Palantir's commercial revenue in the US grew by 137%.
• Results: In February 2026, the company reported quarterly revenue of $1.41 billion (+70% YoY), cementing its status as a "mega-cap" giant.
• Valuation Correction: After a 138% rally in 2025, investors began taking profits. The company's multiples reached "astronomical" values (over 340x earnings), leaving no room for error.
• Trouble in Switzerland: On February 13, 2026, it was revealed that #Switzerland terminated its contract with Palantir due to digital sovereignty risks, setting a precedent for other European governments.🧱 Major Shareholders:
• Vanguard Group: Largest holder (8–9%).
• BlackRock: Second largest institutional investor.
• State Street Corporation: Top 3 shareholder.
• Peter Thiel: Co-founder retains a significant stake (~3.1% directly), ensuring strategic control via Class B and C shares.
Thus, 54% of Palantir shares are officially owned by Western institutions.
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