PLTR

BowString22

I just sold all my PLTR last week. Bought in at $20. Nice win, but you think I’ll regret long term?

adirtysocialist-

It truly is. Hindsight is 20/20 but I tried to warn him both times, "you've held so long man, why are you selling the day before the RKT CEO put out a plan to combat the short seller's? Hold one more day what's the harm?" Same w PLTR. I tried so hard to get him to watch it w his CCs. He got assigned, didn't want to rebuild for more than $11 and the rest is history. At least you didn't buy COIN at $300 like some of the folks here did....or did you? Lol

Erocdotusa

True that. I'm just parking it, its insane the comeback PLTR had

adirtysocialist-

My bro said that about his PLTR holdings he had since IPO w an $11 average and 10,000 shares that he sold 6 months before it rocketed bc "he was done holding" and his RKT shares that he held for years that did nothing and then sold for a loss the day before the short squeeze. Time in the market my friend, take it from my brother. COIN will pay off once BTC sees new ATH which is absolutely will.

hatemydarnjob

Hold this mother fucking position and DO NOT FUCKING SELL. I bought 1000 of PLTR back during covid, (see profile). Sold like a fucking donkey brain. literally would've changed my life had i held and sold today.

Overall-Antelope5795

Bought 10000 shares of PLTR at $14 sold it all at $9

perceptive_AI

Do not use PLTR products or you would be like this regard taco without a plan.

Initial_Ad_9250

Got a date off Hinge bros, the bol rally might restart this week. (Or she might be a fed) anyway calls on PLTR

modder9

+20% SPY day. +200% day for PLTR and every other CEO thiel has molested (that includes JD)

RustyNK

I had $20,000 worth of PLTR when it was $8 a share.

Funny_Reward_4258

But the post is about PLTR, bot.

TheCatOfWallSt

It’s okay, I shorted PLTR at $9 😂

jtmn

Greatest picks? PLTR bought near bottom sold 85% at top, Silver +135% sold 75% near 120cad, Gold +\~100%+ still holding, CNR at \~130$ holding.. Best time investments? Taking the "Money and Banking" course for free on Coursera. Watching all Lyn Aldens podcast appearances (Especially \~3 years ago) Reading: "Boomerang", "Broken Money", "The Tipping Point", "The Intelligent Investor" (currently; it's great btw), "The Asian Financial Crisis" (currently), "Principles" and "Principles for Dealing with the new world order", "Values" (Mark Carney" and "Art of the Deal" (Your favorite guy), "The New China Playbook".. im forgetting some

ohgodthehorror95

TSLA really is a one of a kind example of a company. There aren't a lot of stocks that trade with valuations that are as detached from reality as TSLA. Hell, it's one of the few companies where the fundamentals are actively deteriorating and yet the share price goes up in spite of that. PLTR has a stupid high valuation, but at least their revenue is actually growing wheras TSLA continues to report declining sales lol

tacoandpancake

same with PLTR as well, brother. after holding for a couple of years “this thing isn’t going anywhere”

Thepandashirt

I managed to not fumble PLTR. $23 average and just trimming now. It’s 83% of my Roth IRA lol. But it turns out to be a decent hedge against war so not a bad stock to all In on.

Top_Category_2526

I sold META at 98 I sold NBIS at $30 I sold HOOD at $16 I sold PLTR at $22 You don't know what pain is and i bought MSFT then crashed

FlatPlutoer

I actually believe in you. If you can wait for a market that feels like it did when you won, you might be able to exceed your starting amounts. If you go beyond that, to 500k after taxes for example, just remember that it is actually generational wealth and also that you are in fact mega fucking retarded. So after that, start over with 5k. If you lose that 5k, wait until you replace it with income + dividends and then try again with the next 5k. It always feels like there will never be another PLTR or RKLB or ASTS (or TSLA or NVDA if you are Pepperidge farm) but there will at least be mini versions of those always, and I know you can find them or do whatever it was you were doing before. Not many people here can obtain and throw away millions of dollars, much less do it twice like you did

AsheDigital

TSLA has more revenue every quarter than PLTR has ever made. You are comparing apples to oranges.

General_Wealth_5177

Breaking!!! Iranians are striking data centers of AMZN , PLTR, NVDA, U, META etc.  Hold on ta ya dicks bois.  We’re going to corkscrew , A true 0 G dive. Limit down bitches.

gak7741

PLTR

wulfe27

This is a great example of what the endgame is supposed to look like. In my brokerage I absolutely trade swings and avoid risk. I have made several blunders by bailing a position when I saw large risk factors. PLTR and TSM should’ve been 5x for me had I held, but I didn’t like the risk profile so I left, locked in profits and moved on. Still green, and overall I usually come close to competing with the averages, but to me it’s a savings account, so I avoid what I see as risk, and cash out when I feel like I’d rather protect my savings. My Roth is totally different

FourScoreAndSept

You’re confusing him with Burry, who has been right AF by the way. If you jumped on his December NVDA and PLTR short calls (as I did), you’d have made bank

alphalegend91

Bought 225 shares of PLTR around $28 Bought another 775 went it tanked to $8 Didn't sell any until it went over $100. Still holding 600 shares.

H_o

Started during COVID with shell call options, then went long on PLTR, and now long RKLB... Been a hell of a ride so far

Paul_Robert_

PLTR? 👀

ArbysRoastbeeff

I’m shorting PLTR disrespectfully Monday

Bosto2025

I feel for you, man. I sold 10K shares of PLTR at $39.40 for a small loss, right before it went to $200.

Ambitious_Brain_285

Databricks is a great company, but it’s a relatively “rinse and repeat” data engineering platform that expanded into data science workflows. PLTR provides an entirely different value proposition. As long as the effective use of data blocking & tackling is core to institutional workflows (both government and commercial), there will always be a need for custom tailored solutions to address these pain points. Demand is essentially limitless, it’s just the market-clearing price (i.e., Willingness to Pay) at a particular price point that can be in doubt at a given time, by a given customer. So yes, PLTR share one thing in common with consulting: it meets you where you are, and solves the problem you need- it does NOT sell you generic tools and expect you to spend three years figuring it out on your own. The difference, however, is that its platform is built upon dozens of apps and thousands of microservices- all of which work seamlessly together. (NB: Accenture & EY don’t have that product stack, so they gave up direct competition and have become channel partners) The platform allows you to keep building “custom” workflows at the enterprise faster and faster- especially when you have FDEs who are highly motivated and now understand specific needs. But why not build them internally you ask? Well, massive transformation projects take at least 3-5 years instead of 6-12 months when you rely on your own IT staff, and over 50% of them fail. (Very few internal employees in these environments have similar motivation, since they see the bureaucracy in front of them as obstacles to innovation and their careers).

TheGl0be2020

This is PLTR 2.0. Give SpaceX all the contracts. The competition? What competition?

fork_yuu

Pfft TSLA only got a 350+ PE ratio. PLTR's 230 is small time!

Got_Engineers

SpaceX larger market cap than Intel, AMD , PLTR and CSCO? Is that right

VictoriaAutNihil

Any reason why you didn't jump in after Trump's tariff fiasco in April of last year started an obvious upward swing by mid-May? I bought MRVL, AMD, NVDA, PLTR, AMAT, GOOG. Even with the Iranian debacle, I'm still up quite a bit. Sometimes, you just have to say eff it, and take a shot. I recently sold my xlc and xly and added 300 shares of NVDA ($174), I believe it will be 275-325 by the end of 2027. Obviously, this could all backfire, but t-bills @ 3.5-3.75%? Short term CD @ 4.0-4.25%? I'll take my chances in quality companies with proven track records.

Alive_Industry1101

PLTR puts for pour hour

JohnBrownsErection

If you think you can get better returns using those services, have at it. I don't mean that dismissively - I don't own the NASDAQ or S&P500 myself so I have no exposure to PLTR, TSLA, or(soon) SpaceX. Ultimately, it's your capital. When it comes to investing I know I personally just aim for the best risk adjusted returns I think I can realistically aim for.

anaphiamusic

!banbet PLTR 140 7d

DatOneBull

I can't believe how many people refuse to take their PLTR profits lol. It's over for that shit

missinDependent600

Well. I had PLTR in my Roth and sold it for a 1000% gain. Prob should have held on but with this crazy market I wasn’t chancing it. So I have to say trading stocks not ETFs has made me so much more money faster. Plus since your limited as to what you can contribute each year I figure i just scored 25k extra money to invest and turn into more $ wo adding a dime. Lots of great buys at the moment possibly doing a little lower after last night. Tsla mu msft anet orcl crwd zs nvda Avgo nbis would be things im picking up. I sell every run though to. It’s been smart in this market. And you don’t pay tax if you trade in your retirement account until later unless it’s a Roth and you won’t ever if you hold it 5 years and wait until 59.5 years old.

solariac

It will probably do the same thing as PLTR when it went public. Rip for a while, create a ton of depressed bagholders, and then make the dip buyers rich as it goes back to ATH.

ShittyUsernane1222

PLTR talks big shit about mass surveillance, gathering usable intel is still getting hyped up by doomers and MAGATs alike. Yet in the US-Iran War in which their products were deployed extensively, they utterly failed against a real world adversary. Puts on PLTR for aiding in the US fumbling in US-Iran War.

CD274

PLTR is not available to short. Who's shorting PLTR? 🤔

Serenaded

I think BBAI is vaporware considering the US gov have PLTR and now OpenAI working with defense contractors. BBAI is trying to break in to a market that's already been established just a tad too late.

Zephyr4813

Yeah PLTR is another example Oh wait… Bogleheads hate it but stock picking can be more than luck

pineapplekiwipen

PLTR has been a dogshit for a minute

solariac

I'm part of r/thetagang and I just sell puts to bears on individual stocks (ASTS, HOOD, PLTR) after large drops.

Armolegend41

Fair assessment, started last year in March with 2 contract, went all in around April. Made 54k in 7 months last year, with about 150-400k working capital through the year (PLTR volatility). Definitely not impossible

TheMostAverageDude

$PLTR

crzaznboi

Believe it or not calls. Also PLTR should be #1

BahtMann

!banbet PLTR -4% 2D

SlartibartfastMcGee

Somebody give me a bear case so that I don’t feel bad about selling PLTR overnight and only making a 3% profit. I’m up 5% on the week on that trade and swing trading oil, so not like I’m behind but it feels like I fucked up.

Future_Hyena2562

I lost a good chunk on PLTR and RDDT calls

LeBhikariLe

MGTN: Includes PLTR in MAG10. WTF

Iunatic

What the fuck are you buying? 4X PLTR? LMAO

Xzlk

Ah yes. The war ending is bullish for PLTR, who pumped viciously on the war news. I love how algos will buy shares for whatever price regardless of how regarded it is

aftherith

For my gravestone "He sold some PLTR and NVDA above $200 and MU at $460." Please don't engrave anything about all of my terrible trades.

LengthClean

Close your eyes, leave it for 5 years. Put alerts on your app if you want. I did that with PLTR. Bought at 10ish, it dropped to near $6, and then flew 60-70 before I sold. Took a good 3-4 years for me, but well worth it. Invest 2-3 years. Don't trade. Buy small quantities, 1-2 shares, or 10-20 if that's small to you and add on.

Commercial-District1

Why is PLTR getting hammered?

Iunatic

The new people on this sub absolutely despite TSLA and PLTR. I'm not sure how they are on this list.

Ok-Indication-3754

Eww PLTR to the ground

Ferret_Rough

do you think 2025 Oct will be like the year 2021 for some stocks. Like will $HOOD, $PLTR, $OKLO, SRGTI stuff like that ever hit those highs again within the next 3 years

Hi_I_am_gosu

do you think 2025 Oct will be like the year 2021 for some stocks. Like will $HOOD, $PLTR, $OKLO, $RGTI stuff like that ever hit those highs again within the next 3 years

Hellmale

PLTR failed to forecast the Hormuz situation 😂. Bought long puts🤡

ThetaFarmingRegard

At the peak of tulip mania, in February 1637, certain tulip bulbs sold for more than 10 times the annual income of a skilled artisan. PLTR with 300 PE ratio: “I ain’t hear no bell”

cbusoh66

Welcome to the PLTR database

tdogger88

Amazon, uber, meta, PLTR, Microsoft, MU (will double from here).

Status-Net2947

AMD, PLTR and TSLA only stuff I’m positive in … the remaining is shivering

Nearsite

This past month it has been AVGO, BE, RDDT, APP, CVNA, DUOL, ADBE, PLTR and a couple rolled over from last year (V, MA, UNH).

H1ghlan_der_only1

-35%. Was 4m. PLTR and MRVL top holding. SNOW and RBRK are 3 and 4th. Just sold 30k MRVL and all into RBRK

DrCola12

PLTR +60% YoY. Lockheed 35%. Raytheon 40%.

Singularity-42

Right now, I'm not buying yet, I'm trimming slightly but mainly holding. I'm about 40% or so in safer equities. I had Claude Code churn for half an hour doing research, maybe someone else finds this helpful. This is the chapter analysing current situation and most likely scenarios (bear/bull/base): ## PART 3: THE THREE SCENARIOS ### BEAR CASE (20% probability) **What happens**: April 6 deadline passes without a deal. Trump follows through on threats and strikes Iran's energy infrastructure. Iran retaliates by escalating Strait closure, activating Hezbollah and Houthis more aggressively, and potentially striking US military bases or allied oil facilities in the Gulf. The conflict drags into 2027. Oil hits $150-200/barrel. **Market impact**: - S&P 500 enters bear market territory (-20%+ from highs), bottoming around 4,600-4,800 - Full recession in H2 2026 (unemployment rises above 5%) - Fed forced to choose between cutting rates (to save economy) and hiking (to fight inflation) — likely freezes, worst of both worlds - Tech/AI stocks drop another 15-25% from current levels as consumer spending collapses and energy costs eat into data center profitability - Gold potentially retests and exceeds $5,279 high, silver could hit $90+ - Energy stocks and defense stocks surge further - Tanker rates stay at record levels indefinitely **What this means for your AI positions**: NVDA, GOOG, AMD, TSM all take another major leg down. BUT — and this is crucial — the underlying businesses don't break. AI demand is enterprise/government, not consumer. The capex commitments from Meta ($27B Nebius deal), Microsoft, etc. don't get cancelled because oil is $150. The stocks just get cheaper while the businesses keep growing. This is the "painful but ultimately an opportunity" scenario for a long-term AI bull. **What triggers this**: Trump following through on April 6 threats. Iran launching a major retaliatory strike. Houthi blockade of Bab al-Mandeb. Chinese intervention on Iran's side. --- ### BULL CASE (25% probability) **What happens**: Pakistan-mediated talks produce a framework by mid-April. Iran agrees to reopen Strait of Hormuz in exchange for a ceasefire, partial sanctions relief, and face-saving concessions. Both sides claim victory. Hormuz partially reopens within weeks, fully by June. Oil drops back to $75-85 by summer. **Market impact**: - S&P 500 rips 10-15% higher in weeks (massive short-covering rally) - Nasdaq and tech lead the recovery — they always bounce hardest from oversold conditions - AI stocks could recover most or all of their war losses within 2-3 months - Gold/silver sell off 15-20% (safe haven trade unwinds) - Tanker stocks (STNG) crash 30-40% as rates normalize - Defense stocks give back some gains but retain elevated spending levels (European rearmament is structural) - The "AI bubble is over" narrative dies — everyone remembers the AI buildout is real **What this means for your AI positions**: NVDA back toward $200+, GOOG toward $300+, AMD toward $230+. The beaten-down stocks bounce hardest. This is the scenario where you kick yourself for selling too much at the bottom. NBIS, PLTR, and other high-beta names could rally 30-50%. **What triggers this**: Iran's government, under severe economic and military pressure, accepts a face-saving deal. Trump needs a "win" before the political cost of oil prices gets too high. Both sides have incentive to find an off-ramp. Pakistan/Turkey/Egypt provide diplomatic cover. --- ### MOST LIKELY CASE (55% probability) **What happens**: A prolonged, messy, inconsistent de-escalation over 2-4 months. Here's how it plays out: 1. **April 6 deadline gets extended AGAIN** (most likely). Trump has already extended twice. He doesn't actually want to bomb power plants — the humanitarian optics are terrible and it would guarantee Iranian escalation. He's using the threat as leverage. 2. **Strait of Hormuz partially reopens** through a combination of Iran's "tollbooth" system expanding (more countries get access) and quiet diplomatic agreements. Oil doesn't drop to pre-war levels but gradually declines from $115 to $85-95 by June/July as supply partially normalizes. 3. **No formal peace deal, but an informal ceasefire** emerges by late May/June. Air strikes taper off. Iran saves face by claiming it defended itself. Trump claims he destroyed Iran's nuclear program (partially true). Neither side achieves maximum goals. 4. **The economy avoids recession** but growth slows. GDP growth drops from ~2.5% to ~1.5-2.0%. Unemployment drifts up slightly. Inflation bumps to 3.5-4% temporarily but doesn't become embedded because the Fed holds firm and energy prices gradually decline. 5. **Markets grind back slowly**. Not the V-shaped recovery of the bull case, but a steady climb back. S&P 500 reaches new highs by Q4 2026 or Q1 2027. **What this means for your AI positions**: - **Near-term (April-May)**: Continued volatility. Stocks trade on headlines, not fundamentals. Every Trump tweet moves markets 1-2%. AI stocks stay choppy but stop making new lows. - **Medium-term (June-August)**: As oil gradually drops and Hormuz partially reopens, the "stagflation" narrative fades. Tech/AI starts to outperform again as the market remembers these companies are growing 30-200% per year. - **Longer-term (Q4 2026)**: AI capex cycle is intact. Meta, Microsoft, Google, Amazon are not cancelling their AI buildout plans over a temporary oil shock. NVDA, ASML, MU, AMD all re-rate higher as the war fog clears. Your positions recover. **Key supporting evidence for this scenario**: - CNN analysis (March 27): "The dynamics suggest the war is likely to end with a whimper not a bang" - Bloomberg (March 25): "Markets bracing for Iran war shock are ignoring resilient US economy" - Analyst consensus: 25% chance ends by May, 45% settles fall 2026, 35% extends into 2027 - Historical pattern: Average correction recovers in ~4 months once it bottoms. Average war-related selloff recovers within 6-12 months. - Trump is transactional — he wants a deal, not a prolonged war. The economic cost to his base (gas prices) is a political liability.

Bumst3r

PLTR -4.20% you love to see it

Sekshual_Tyranosauce

But PLTR has really neat, domestic applications too!

ShittyUsernane1222

\> Hegseth orders social media websites to hand over data about anti-war content the US fumbled in Iran, they will fumble at domestic surveillance too lmao. puts on PLTR for contributing to the US fumbling in US-Iran war.

gjbaca17

PLTR and TSLA showing weakness. IV ranks are still not that high. I’m playing OTM unit LEAPS puts as a hedge for QQQ exposure.

Mean-Evidence-4056

Im waiting for PLTR to get to 20 p/e

TheESportsGuy

You're right about ASTS and PLTR being irrational, congrats. That doesn't make your ORCL play a good one. Exit meow.

Anxious-Muffin5131

Burn PLTR Burn!

Happy-Champion1661

PLTR and ASTS had their logic behind, fundamentals are weak but there was a catalyst for both of them. ORCL you are just betting it goes back up, after market corrected it. ORCL didn't just make a huge bet, it made a regarded YOLO with leverage on a bet that doesn't even have a payout as of today. "simply recovers to its highs I'll make a good 2-4x" -> yeah I don't think so

JoocePop

There was no logic in ASTS hitting its highs and PLTR hitting its highs when they’re hovering around $2 and $20 respectively. I just see oracle making a huge bet on the future, and if they are right, they’ll boom big. If oracle simply recovers to its highs ($300) within 1 year and 3 months, I’ll make a good 2-4x my money with 6 additional months before my options expire. It just seems like a good price right now I DONT KNOW HAHAHAHAH

Iunatic

As another commenter said, ESLT. Also PLTR

lucivaryas

Can PLTR just do the *thing* 😤 smh

Iunatic

PLTR lol

ButterRollercoaster

We're gonna have a PLTR, and some RKLB, and we're gonna have, maybe, maybe, a NVDA. Down in the flat, we'll have a little field of ACHR for the rabbits. And you get to tend the rabbits.

greycubed

Specifically he is buying PLTR.

Status-Net2947

Does it make sense to completely abandon PLTR and AMD (30% of my port) to pump up other stocks like MSFT and AMZN in my port?

greyenlightenment

lol imagine how pissed he is to have bet against PLTR and it's not falling on Iran news. yet again, always wrong

PulIthEld

PLTR is only spying on Americans.

FartPolluter

Beginning to think those PLTR precogs are just four fat guys in a jaccuzzi tbh

SilentExtinction

PLTR planned the war.

cbusoh66

PLTR planned this

viva_lee

NVDA is solid for long-term if you believe AI compute demand keeps scaling, but at this valuation you're paying for a lot of that growth already. The real question is whether their moat holds as AMD, custom chips (Google TPU, Amazon Trainium), and open-source inference catch up. Nebius is interesting as a bet on AI infra outside the US, but it's much higher risk. Smaller player, less proven, and geopolitical overhang from its Yandex origins. Could work as a small speculative position but I wouldn't make it a core holding. If you're looking at the AI theme for 2030, I'd think about it in layers. Chips (NVDA, AVGO), infrastructure/power (VRTM, CEG, VST), and the companies actually deploying AI to drive revenue (META, PLTR). The power angle is one a lot of people overlook. These data centers need massive amounts of electricity and the grid isn't ready. For the 1-2 year plays, honestly pay attention to what big institutions are doing in their 13F filings. When you see multiple hedge funds loading up on the same name, that's usually a signal worth watching.

bhaaaaaaa

Scenario: Invasion using ground troops is announced Question: What happens to the market immediately afterwards? I think VIX goes nuts and spy sees its worst week in years. Defense tickers will start mooning and oil will continue to moon or draw down until one of the thousand Hamas aligned militant groups sinks another tanker. I have most of my port in SO, FE, and USO and am still holding USO calls and I couldn't feel more secure right now. If boots don't hit ground by Wednesday I'm going leaps on RTX, PLTR, BA, and LMT If it happens before hand, I'm just going to buy their weekly calls. Does this make sense to anyone else? What do you retards think is the best play to be holding, the moment boots hit ground?

Then_Manufacturer93

Any company that produces graphene. Also anything quantum. I really think if this war don't last a year we will see another run about 2 to 4 wks after it ends. I like some of the medical ai company's like CRISPR as well. I have did really well with my PLTR pick I made in mid 2024. Good luck

BirdiesAndBrews

Exactly i was in at PLTR at avg cost of 23 you bet your ass i’m selling when it ATH’ed over $200.

swampassOG

PLTR 700

nsfwnsfwnsfw33333

Remember when PLTR was 10$ and everyone was bearish because nobody knew what the fuck PLTR was.

Hwangoutpltr

PLTR SQQQ ZSL VIX puts 14dte

Iunatic

My 1000 PLTR shares approve of this message.

Academic_Lock_1699

I remember getting suicide reports for being a PLTR bull when it dumped to 6$ 😆

Bonghead13

OKLO, ASTS, RKLB, all of quantum, BNAI, PLTR...most already cracked but we are definitely in a bubble