PLTR

Wowmuchrya

6 weeks doesn't mean anything... IV doesn't compound. When VIX spikes down like it did last Thursday/Friday all put contracts lose value. Nvidia and PLTR's contract IV's are not even elevated. Nobody is panicing, and if they're selling they're selling to deleverage.

Wowmuchrya

Except you retards don't know how to read 13f filings. He bought the PLTR puts when it was trading at around 150 and then it proceeded to run up to 210. It's now trading at above where he entered and he's lost 3 months on the puts, so yea he's down over 30% on them even if they're leaps. Same with the Nvidia puts.

Separate_Fold5168

What's the mega growth case for SOFI that is anything similar to PLTR Look I don't even care for PLTR's valuation AT ALL but I can recognize they are poised to continue crazy growth. SOFI is a banking app that does nothing better than anyone else. Honestly I would go with HOOD over SOFI despite it's outsized runup. And I don't even like HOOD as a company, but they are moving into all kinds of areas that SOFI doesn't do. Hell, the only reason I even got the Sofi app back in 2021 was to get access to crypto (which I had minimal interest in) and they even stopped doing THAT for a while.

Ordinary_Option1453

PLTR

christopheroptions

peter thiel funded jd vance so he can become the vice president. if you look at potential presidents jd vance is one of them. If jd vance does win then palantir is going to have even more contracts and pump more. if you don't believe me look up who peter thiel is and his connection to palantir. i expect $PLTR to have a massive run for the 2028 election.

christopheroptions

Investing in $PLTR is a good choice. No joke if jd Vance is the next president $PLTR can see $1,000

Swiftnice

PLTR monthly chart looks great. I can't wait to see it keep crashing into the end of the year.

nycqpu

I rmr people joking about PLTR when i got 2k shares around 30. Sold it at 160. But it went to 200. Either way I had the last laugh.

hellojabroni777

all these guys are not profitable like PLTR. will take a few years for CRWV

No_Release_4142

https://preview.redd.it/yb3zyzlfi04g1.png?width=359&format=png&auto=webp&s=8efa70dc608990e2073115f977a1215c07ecaa56 Based on my source, $PLTR is currently referenced with a P/E multiple exceeding 800

Marvil_07

I followed the advice and reports of analysts. I sold $PLTR at $53!

JJdante

I get really mad that I missed the boat on companies like PLTR, IREN, CRCL, and NBIS; so now I throw a small amount of money at any stock that gets mentioned and wait. Like BTBT. I've made lots of others mentioned here already so I won't repeat those.

tyzenberg

Top of my head, I’m looking at PLTR, TSLA, TEAM, AMZN, BETA, FSLR, COIN, AMAT

Classic_Bullfrog6671

!banbet PLTR -5% 5D

Charming_Raccoon4361

thats NVDA and PLTR

carsonthecarsinogen

I told you guys PLTR and the gov shut him up Also LULU is for sure a value trap, products have fallen off a cliff in quality and it’s lost its cool factor. No moat.

rwc5078

Puts on PLTR please!

Lawrence_Thorne

Calls on PLTR

WickedSensitiveCrew

You don’t seem to see how vague your argument is. You haven’t named a single company it’s just “trust me, Palantir will be gone in the future.” That’s not an argument, it’s speculation. I’m not being triggered; your claim simply doesn’t make sense in the context of this sub. Last year I argued that Western Digital could be a winner in the hardware layer of the AI boom, and the response I got was that the only winners would be Nvidia or AMD. The idea that smaller or specialized companies can also capture meaningful value is often dismissed. Sometimes it’s just easier to put your money where your reasoning is. PLTR was $66 in Nov 2024 it now $165 in Nov 2025. I will just see what price PLTR is at in a year from now like I did with WDC.

C-Me-Try

This JP Morgan? Jpmorgan Chase & Co ownership in PLTR / Palantir Technologies Inc. On November 26, 2025 - Jpmorgan Chase & Co filed a 13F-HR/A form disclosing ownership of 34,666,018 shares of Palantir Technologies Inc. (US:PLTR) valued at $6,323,775,004 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 12, 2025 disclosing 16,078,241 shares of Palantir Technologies Inc.. This represents a change in shares of 115.61% during the quarter. The current value of the position is $5,746,585,804 USD. Jpmorgan Chase & Co has a history of taking positions in derivatives of the underlying security (PLTR) in the form of stock options. The firm currently holds call options representing 1,045,500 of underlying shares valued at $190,720,110 USD . The one that more than doubled its PLTR position over the last quarter and had nearly $200 million in outstanding calls? They couldn’t possibly be playing both sides, calling it a bubble to drive down prices early so they can invest more before switching the script and making what they actually own increase again. Of course maybe it’s just a multi headed dragon of a company trying to eat everything and nothing it says should be trusted

Fuzzy_Protection1526

It’s so true. Index investing is only any good if you’re brain dead and would end up putting all your money into something like PLTR. It stops you making clownish mistakes that you could destroy your wealth. But the market punishes you for being so cautious by delivering a muted CAGR. People fail to realise that even a 1% or 2% lower CAGR will put them on a very different trajectory over a 20-30 year time horizon.

livesunderagiantrock

I don’t understand the bubble. Yiu look at individual tickers and find which ones trading at a PE that it shouldn’t. And you will find it was TESLA and PLTR before and it is them today. AMZN MSFT NFLX META are either flat or down compared to 3 months, 6 months and year before. Google has risen but deservedly so. It’s still not overpriced but right priced. Smaller emerging plays like RKLB UNH NVO ASTS across the sector has had significant pull backs. That AI bubble impacts certain companies which went up on OpenAI news and to me that’s not a bubble but just a wrong read on the situation. For me, I am semi conductors completely and anything that has touched OpenAI, for everything else, I am all in. My big play now is 6 months calls on META NFLX and AMZN .. along with 2 year leaps on RKLB NVO and UNH .. and there’s Goog With 2 year leaps but that is at 30% of my account now. So all other are noises. Even if there is pullback, I think GOOG will come back to this.

itsnotshade

Strictly following TA is a losing strategy imo. RSI is ok as a riskiness metric such as gauging if you’re buying at the top or looking at a falling knife, but understanding what’s driving the stock matters more imo. I feel like TA is a goto approach for people who don’t want to be bothered with understanding an industry/company, why economic data affects markets, or think every company is as detached from fundamentals like PLTR/TSLA.

Endorphan

Puts on PLTR. I’m also gonna fuck the turkey

sickdawg0311

Everyone pump PLTR tomorrow please. Who doesn’t want a 24/7 surveillance state? PLTR to 200!

MrMcjibblets1990

I really want to buy some calls on PLTR, but every time I play it, I guess wrong.

thenuttyhazlenut

When you start using 'forward PE' constantly in your arguments, you know you're trying to justify buy/holding at a high valuation. The market is forward looking, sure. But let's focus on what is. Promises and expectations are baked into forward valuations, and those are always uncertain. A lot can change in 12 months. The past 12 months is proof of that. PLTR is currently trading at over 200x FCF. NVDA at over 50x FCF. One industry is moving the entire S&P500 to the point where the S&P depends on it. Being bearish doesn't mean you're 100% cash or buying puts. I'm pretty bearish, and hold a % of my portfolio in defensives and bonds. Refusing to buy companies at super high valuations is exactly what people like Buffett did for the past decades....

UnableCurrency

First three were ok, but PLTR - I don’t have the courage to short it, but definitely won’t recommend a buy.

Got_Item

I remember getting rugged by PLTR calls on the half trading day before thanksgiving 2019. Told my fam I was way up the day before. Ahh great memories

ballistic_bagels

PLTR go up!

Roxorek

HOOD the next PLTR

Noseknowledge

Fair, tesla is the OG memestock. It was being pumped by other teens back when I was in high school even. PLTR always seemed sketchy at least Musk wasn't a whackjob at first?

Nevsanev

And sold AMD and PLTR at the bottom.

Xelonima

He was right about PLTR but he can't Jensen my Huang

SlySquid420

PLTR is not diving yet...

MaterialGuy007

NVDA/PLTR shorts These 2 shorts artists daily in news -First NVDA over valued - alarm -Then GOOG has competing NVDA chip - takes like 5-10 years and min vol 5 mil to get started -Now NVDA is Circle Financing? All this in 3 days????

Tall-Biscotti-3847

TSLA, CVNA, PLTR puts

Shoty6966-_-

I got PLTR calls and felt extra regarded but I just knew that dumb shit would just go up

faultyvoicebox

He said Gerrie an underpriced version of PLTR...

wickedbeats

Hey regards, here is some DD for you to chew on. In-Q-Tel is the investment arm of the CIA, they invested early into PLTR and Anduril, IONQ, but they also invested early into Infleqtion (CCCX, soon to be INFQ) Infleqtion sells Quantum RF Receivers to the US Army, Air Force, and Navy. They sell Quantum Inertia Sensors and Atomic Clocks to NASA. The also sell Quantum Computers to Japan, UK, and research institutions. They are the quantum company with second highest revenue, behind only IONQ. Their quantum computer has achieved 1600 physical qubits. Computing + Sensing + Software means they're a full stack quantum company. Oh yeah, and they're partnered with NVDA, as well as a founding partner of NVQLink--Jenson Huang's pet Quantum project, where QPUs will be layered on top of the GPU-CPU AI Datacenter stack in the near future to solve out most complex problems. CCCX basically dumped almost all the way back down to NAV, so currently has limited downside, unlimited upside. CCCX is $3.6 B market cap. RGTI is $8.6 B market cap. IONQ is $16.6 B market cap. Once the merger finalizes as INFQ (dec-jan) you can best believe this is going to rip higher.

Extensionun

If the entire AI sector hinges on PLTR, we’re already doomed my guy.

Common_Arm_9348

I heard the same thing when I bought PLTR a few years ago.

RustyNards

GRRR, More like an early - underpriced PLTR than NVDA though. Landing contracts worth 4x multiples above their entire market cap. It’s been slept on and beat down recently.

Cultural-Ad678

looks at NVDA and PLTR.....yea idt so

Low-Buyer-8758

Held both PLTR and GOOGL for years and pretty much broke even before calling it a day. I'm talking 50% of my net worth in those positions. Timing is everything. I'll be sticking with leveraged ETFs.

Spookiest_Meow

I had been making so much money with options that I felt like I was somehow cheating at life. PLTR was one in particular that I had made some nice money on in the past. I recognized the risk of getting stuck holding stocks that crashed in value overnight and I felt like I was starting to push my luck a bit (especially with PLTR). I wanted to start using a much safer and more conservative options strategy centered around SPY that would make less money but prevent me from getting stuck holding some shitty stock that crashed overnight. Even with that I'd be making so much money that it wouldn't matter if I quit my job. I wanted to have one last go at making several paychecks worth of money in a single day just for the hell of it before focusing on my SPY options plan, so Monday November 3 I spent a large chunk of money buying PLTR, RKLB, UUUU and a few other less significant stocks to make some quick money from the premiums. I was ok with the risk because it seemed pretty unlikely that any of those would crash so hard before the contracts expired on Friday that I'd have a loss that would actually be significant considering the money I'd have already made. I sure as \*\*\*\* was not expecting all three of the above to dip so hard. PLTR was especially painful since I bought several contracts worth of shares of that at \*\*\*\*ing $203.71 despite my charts clearly telling me that was a terrible time to buy it. This month been a little unhappy. Lesson learned - don't be greedy. Steady and smart wins the race. I'm definitely doing to be devoting more money to my hedge portfolio in my account from now on.

MethFistHo

Please let this be like PLTR except this time I actually bought with big money instead of crumbs (still made $30k on PLTR but having bought at $7/share, I should be retired ugghh)

Prestigious_Age5422

Same. Feels like PLTR early days, so volatile even though you see the spike and fade pattern (I just made that up)

BanAccount8

Look at PLTR

Scriptum_

PLTR isn't a meme stock

Odd-Block-2998

NVDA didn't commit any accounting fraud, but wall street wants to think so, which means NVDA stock will react like the company commits fraud next year. Target price $35. Wall street earns both ways. Look at PE ratio of TSLA and PLTR. You need to have a White CEO to prevent this bullsh\*t. Wall street can do everything that they want, including justifying racism. Everyone is their b\*tch after all.

Scriptum_

PLTR isn't a meme stock

JustCan6425

Moves for tomorrow: buying in the money TSLA and PLTR LEAPS with Dec 2026 DTE. Once GOOGL and AVGO drop throughout December (hopefully) will do the same with them. Any thoughts or opinions?

Worried_Quarter469

PLTR responds to GOOG: I’m a trained swordsman and expert in handguns, just don’t

Anxious-Soft6213

A P/E ratio of 400 is indeed outrageous. But these overvalued stocks are often more "stubborn" than we expect. I'm curious, at what price do you think PLTR would be attractive?

palendin123

predictions: Google 370 by EOY Nvidia 220 by EOY PLTR 190 by EOY IREN 71 by EOY AMD 230 by EOY TSM 340 by EOY SP500 7000 by EOY zero risk market

palendin123

ALL IN call options on PLTR. no way we can lose this.

Plus_Seesaw2023

Some people dream of seeing the CEO of PLTR imprisoned! PLTR should never have been at $163. It's a universal, international, global disgrace for the financial markets! It's a highly speculative tulip bubble scam fueled by who knows what energy... maybe it's the roboids buying PLTR to squeeze the humans!?!?!

SomePolack

\>get everyone and their mom to buy NVIDIA/PLTR/TSLA \>sell at the top and buy GOOGL \>profit

Alert_Weird6893

market is just wobbly overall. also people are worried whether PLTR can keep the growth up to support current multiples. their earnings 2024 were 2.9B and this year will close around 3.8B. Market cap however is 391B (peaked at 493B prior earnings). Now some basic math - if they keep earning 3.8B every year for 100 years(sic!) then they would make 380B which is less than current mcap and WAY less than the peak 493B peak. now you can call people who are selling paper handed bitches or you can call people who yolo into this cognitively impaired individuals. And yes, those people with but but but growth accelerates then sure, microsoft word was coolest thing ever and then OpenOffice and google spreadsheets came along. Think about it.

StocksStormTrooper

When I said PLTR have big upside it goes down? 😂

Interesting-Two-8275

PLTR trades at almost 400 P/E. Even if it loses 90% of the value, it will still have a multiple like Nvidia. Companies like this are definitely due for correction.

Swiftnice

PLTR isn't an AI company it's a bullshit fake consulting company with a fancy UI

AJDillonsThirdLeg

PLTR isn't big enough to matter to the broader scope of the AI market. You're also very new here apparently. Karp has been saying asinine shit on a near daily basis for a decade at least. He's like Elon's little brother, persona wise.

StocksStormTrooper

Chart says PLTR gonna have big upside

dynamic-burrito

PLTR lol. No one cares about your penny stock

Domonero

Ya that’s a good point. I suppose NVDA would be a better company for example to look at as a sign of a bubble burst for AI The rest sounds fair as well, PLTR is insane as is so the correction does make sense but I wonder if it’ll hold out in $170’s at least over the next month or correct even further but time will tell

stinker_pinky

Whether there is an AI bubble doesn’t matter. PLTR is a glaring example of a bubble stock. I like to compare it next to all the other S&P stocks. Its looks ridiculous when you do this.

K_Uger_Industries

Way to completely gloss over the PLTR puts, which he bought 5 times as many as the NVDA. Even if he were to buy all of his NVDA puts at the highest price (highly unlikely) in the July-September period, he’s still net in the money. Looking at the price chart of that specific put, if he bought it in the period of July 1-10, the position is in the red. If he bought it at any time from July11-Sep30, then it’s a winner. Since we don’t know when he bought, you can look at the trading volumes through that quarter, and there was a big spike right around the end of August/beginning of September. A very likely candidate for his entry point. If he did buy around there, he’s likely in the green by about a dollar or so per contract

lutzk007

A few things here. PLTR coming down in price while the broader market is creating a healthy correction structure is good. Palantir is not a market leader, and not the leader of the AI story. It is a great beneficiary. From a valuation standpoint, Palantir was priced so high that even if it grew 100% every year until 2028, it would still be a $50 stock in 2028 if it had a comparable PE to other tech stocks. It has ballooned so far from so much hype, that this correction in price is a very healthy and much needed thing to happen for the market. When times are good, stocks trade on story. When times are tough, they trade on balance sheets.

KarAccidentTowns

PLTR is always diluting thats why its a shit stock in my book

MoustacheMark

Let's get PLTR to 0.

Urc0mp

I don't like PLTR, Carp or Teal. But the government aint gunna stop murking people.

Domonero

Michael Burry calling out PLTR as well as other AI stocks saying he wants to short them all is all I can think of but that unprofessional comment by the CEO at [12:40](https://youtu.be/j_OuoAFp54Y?si=Azu0lhVhAqPK_dS6) of this video just spooked the hell out of me honestly

Sleepergiant2586

Times change, Have a more busy role in FANG, work 12hrs a day, got married, kids. If u want I can give u my machine for free. Gaming life is almost nil for me. 10yra back was a diff thing. Yea I hokd over 6000 PLTR as well, Bitcoin and portfolio over $4M. But house in Cali itself is $2M so not lot of money. Have friends in Nvidia with 10-15M portfolio, I am nowhere nearby. Folks can hate me as much as they want, it doesnt change anything. Money is not made by timing the market, when will kids learn this.

Pro-Weiner-Toucher

Yeah, $4.4 billion in annual revenue with a 50% growth rate is definitely a scam, smh. I always forget how much dumber these stock market subreddits got after the whole gamestop pump and dump crowd flooded in. You can certainly argue PLTR is overvalued but it's nowhere close to a scam (I'm assuming you're using the word hyperbolically and/or aren't familiar with its definition). I personally know two seperate people who work at companies that implemented Palantir. Apparently, it reduced one company's annual opex by about million in its first year and the other by few million. Every higher level tech employee I've talked to has heard similar stories from industry partners. So there is a reason why PLTR continues to see such insane revenue growth. I bought a bunch PLTR stock in the $8-$12 range, sold about 1/3 of it around $80, and the rest around $130. I thought the stock was overvalued when it first hit $80, and super overvalued at $130 but in hindsight, obviously I was wrong. I'm think there are better investment opportunities out there right now but in 3-5 years from now, there is no doubt PLTR will be dramatically higher than the $150-$160 range it's trading at now.

K_Uger_Industries

https://x.com/michaeljburry/status/1988778952299802818 There’s his entry point on PLTR. He didn’t disclose his exact price on the nvda puts, but they were trading under 10 for the time proof that the 13F filing related to. Best guess is somewhere around 9.50ish. You can go to yahoo finance or wherever else you use to see where those options are trading now. He’s well in the green on both of those.

Consistent_Panda5891

PLTR and all small tech with military satellite contracts (Blacksky...), future is the space

itssbri

Yes it is. They are currently in talks with PLTR and DoW on a buildout DC for them.

Pro-Weiner-Toucher

Most these companies are 10x larger, in later stages of growth, and target dramatically larger addressable markets than PLTR. It would be like "lol'ing" because a newer EV supercar company was making less income than Toyota... uhhh, yeah, no shit... what were you expecting? It makes sense that PLTR's nominal net income is much smaller than most these companies because it's significantly smaller than most of them and it's in much earlier growth stages. Of course, they are still heavily re-investing most their positive cash flow. Honestly, it's impressive that they're already being compared to some of the most successful companies ever.

sNeKbIt99

Looking like PLTR may have bottomed. Nice rebound.

K_Uger_Industries

He disclosed what he paid for them. The PLTR puts he bought for 1.84, they’re trading close to 3 bucks right now. The NVDA ones he bought for just under 10 bucks. They're trading at 12 right now. Is simple math

K_Uger_Industries

The markets. He specifically stated which puts he bought. Each of them are up. I think his NVDA puts are up around 20% and his PLTR puts are up about 50%

HHDemos

PLTR 157.5p - SPY 668c

K_Uger_Industries

Well his last two big positions (short in NVDA and PLTR) are both in the money for him.

meNriveBabylon

Market when it remember Burry was just bearish on the specific NVDA and PLTR.

retarded-salami

##sorry for big letters but I have a sincere question, do you think PLTR 165 eod is possible?

jrex035

I gotta say thank you to Michael Burry for one thing at least, his release showing the NVDA and PLTR puts also showed him buying LULU which I decided to jump into also. Up almost 10% on those buys in just a few weeks. Good stuff

Initial_Ad_9250

Gonna treat PLTR and NVDA as correlated assets from now on to sound cool

sailortyx56

Michael Bussy has over 35k subscribers on his substack paying $40/month. On top of that NVDA and PLTR are down over 22% from ATH. He is winning and raking in money on both fronts. lol

ryei85

I once sold APPL at 122, MSFT at 239, TSLA at 172.. and guess who is the final boss? I bought PLTR at 23 back then and cut loss at 12

thatkid1010101

Buying put fds on PLTR, nvda, amd

Mean-Evidence-4056

i wish PLTR go back to $100 already

Mabse

Bought NVO calls yesterday and PLTR puts, just keep going your current directions, por favor

frumpydrangus

Good AMD NVDA PLTR HOOD dips??

TeBp242

too late to PLTR, Nvidia shenanigans, just in time for GOOGL's big dong 😩

cloud_cafe

If you ever dreamed about being a hero or prince charming, short PLTR

Semperfi74

It\`s real,baby, it\`s the new PLTR

vizio1989

The only thing in a bubble is GOOG, TSLA and PLTR. Just pure hype. NVDA the one company actually making money lol fuckin ghey ass mkt 

VoidTheBoi

Short $PLTR