PLTR

ThanosDNW

PLTR (over valued right now. Wait for market correction) maybe ORCL for state Survalliance? JBS looks like a good buy. Meat processing from Brazil, that plans to use prison labor to undercut labor costs in the US.

Scriptum_

I'm a PLTR investor, you can keep your pitiful 400x gains

Initial_Ad_9250

Imagine not adding PLTR. Even Karp will be offended

GeneralZain1

Full port split between PLTR and RKLB... why do I do this to myself.

IMBlessed2day

I am done today. Won't be wasting much time this year, off with the gains, leaving my January 16 SPY calls, PLTR calls, RKLB calls and 0Day QQQ to keep cooking.

IMBlessed2day

Timing the Market vs Time in the Market. Silver, MU, PLTR, ONDS and RKLB. Those are my favorite things.

infinitestars98

Fuck u PLTR

Xzlk

Holy fuck. New year same me. Bought PLTR and instantly got fucked.

TheDeHymenizer

>The other executive signaling, Dough Plassche, SOLD shares at 58 cents and 62 cents. Now, usually, this could be looked at as a ceiling. If Doug didn't believe in the company then he would be liquidating. BUT, there's one major thing that makes this different and means that he also thinks this is a floor. IF he really didn't believe in the stock (as the FUDsters love to spam on iHub), then why didn't he sell the other 3.5 Million shares he has? Simple. He knows they will be worth more. if the best bear argument someone has is "look at this executive who sold some shares!" then you know they have nothing. Even if Dough sold 100% of his holdings we don't know what's going on in his life, he may desperately need the money, he may have a massive option plan coming down the pike and is thinking "who cares I have another 5 million shares coming my way in 2027". I had this same argument so many times on PLTR boards before it took off that I've practically chalked it up to it being used as a bear argument to mean "this guy is a hater for whatever reason and really has nothing to make a cogent bear thesis"

Salt-Platypus-9563

exactly my thoughts…i don’t want to buy PLTR. i don’t want to root for them

Emergency_Hawk_6947

PLTR, ORCL, MSFT all aiding genocide why not get those too?

GreatRip4045

Where is DJT? Cronyism at its finest PLTR way higher up on this list than RTX Could also argue meta is big perpetrator of all the mental illness driven by social media addiction. And let’s not forget TSLA, which is a public/private enterprise for all its entanglement.

murphmobile

Needs more PLTR

katakuriXdonuts

No PLTR?

willis_michaels

Look at those that are on favorable terms with the administration. Look where his kids have board seats. Look where his buddies have big stakes. They'll get the government contracts and get rich in the process. Just ride their coat tails. PLTR for one.

IndividualNo7155

Nice lol U forgot PLTR

Trans-Squatter

100% PLTR and nothing else

Hairy_Muff305

Add in PLTR for helping them aim.

wisconsinbrowntoen

No PLTR?

WrappedInLinen

PLTR and RKLB and NBIS for me. It sure doesn't mean what it used to mean but it's still feels like a milestone of sorts. Congrats!

outoftownMD

PLTR; get into military AI & Gen

Academic_Lock_1699

PLTR - people surveillance, UNH - the not fucking treating you insurance company, DJT - Trumps personal stock market scam

RanDumbPlay

PLTR

razzberry_mango

Definitely PLTR, Nestle, Trump Media

LetMePushTheButton

This is what I like to call my “buy Evil” strategy. Add some REITs and PLTR - maybe TSLA if you’re feeling edgy. WMT and META too maybe. johnson and johnsons, dupont, saudi aramco, BP for sure make the list. Many of these companies have so much public subsidies or some kind of support built into them - like they’re not allowed to fail or some BS.

BreadfruitComplete82

PLTR. surveillance 

InfoLib_

PLTR positively deserves to be on this list. Just look into Karp if there's any doubts.

Beneficial_Map6129

META, ORCL, PLTR, WAR, NVDA I'll give you one guess as to what they have in common

IDrinkSulfuricAcid

Is being a gas company enough justification? Throw in some SHEL, BP & OXY. Everyone loves themselves some OXY. Also add PLTR.

CoffeeMoney4Stocks

Hoping that PLTR holds its gains

x12ozx

YTD +67.75% Mainly due to OMER NVDA PLTR

cinJESUS

PLTR is the 22nd biggest public company in the world, with a valuation of $423B.

TomorrowSavings7579

I own $RDDT $MU $PLTR. Am up big on $PLTR $MU

SolomonKings7

No worries, mate. The Meme5 (Google, MemeVDA, Amazon, MSFT, Meta) will hold the market ATH. Just buy calls on them and spend the rest on other memes (PLTR and other AI related shit).

NoLoveDeepWeb69

https://preview.redd.it/bpcp0613suag1.jpeg?width=1160&format=pjpg&auto=webp&s=03854ffb579feb7c2ff71c5bb7bf9e8a4c51eb8d As long as these two control the White House, $PLTR only goes up

SnooMane

+1500% on PLTR and you're still not taking profit? You belong here

SmackEh

Holding that PLTR position is purely regarded.

IMBlessed2day

I might trade Silver the whole year, maybe with one rocket stock and PLTR.

Sir_Wayne_Giggsy

Please tell me those aren't PLTR calls

Bazakka

I buy call options all the time and sell covered calls on PLTR. I don’t bother with puts cause it’s hard to root for something to go down. Buy no matter what, I wouldn’t mess with TSLA cause it’s all over the place all the time. My two cents.

Level_Counter3062

I usually cheer for bulls then I see the PLTR sub forecasting a $400 stock price and it ruins it for me

Smok3dSalmon

You think PLTR is going to have a P/E Ratio of 550+?

longi11

Spacs in 2020. Then held rklb for 4 years. Sold at 40. Since then I traded various stocks. Companies I was familiar with, or catches a knife, like unh. Currently holding long term GLSI and CDR. Just added some ABVX and IMSR for quick profit. I also hold ton of long term puts on PLTR, GOOG. Coz I think the bubble pops this year. Look at 2011 silver/gold. Once that pops market goes shortly after

yellowstickypad

I never bought enough RKLB or PLTR. I thought LUNR would do better than ASTS.

d33p7r0ubl3

Probably PLTR calls

BiggieMoe01

Did you buy calls when PLTR was at ATH?…

captainri66

ASTS is the only stock that will triple and quadruple from here, think PLTR but on steroids

behindcl0seddrs

My brother in Christ, notice how Burry said Tesla is overvalued but has NVDA and PLTR puts NOT TSLA puts (you’re not copying him at all). Careful playing with fire.

Iunatic

I will skip the AI slop and summarize: U are fuk. CVNA is a hedge fund meme stock like TSLA and PLTR that is built on the back of the endless bears who bet against it. It is simply more profitable to burn those who are short than to let it fall.

Dr_Clout

My $20k in lost PLTR calls from 2 years ago say he’s still gonna wait If I bought shares I’d of made $100k+ Always the story with me

Dry_Act6001

I'm a PLTR call bagholder. Please. lmfaooooo

zbern

I've been thinking maybe like 7% in NVDA, AMZN, GOOGL, META, NFLX. 5% in RDDT, HOOD, SOFI, PLTR, TSLA, and 1.5% in the rest. Still tweaking this around. With Fidelity Baskets on initial purchase you have to abide by the $1 minimum for fractional shares then afterwards you can do a small reoccurring payment. I'm still thinking about this, but it would be a great way to compare hype and meme stocks to my current portfolio for 2026. Plus whatever's left I'll throw the money into my kid's account or change it to "Reddit's 2027 ETF" idk. Just a quick random idea when I read OP's post.

Iunatic

All of the WSB favorites were ripping the entire year too. ASTS RKLB HOOD PLTR NBIS all returned around 200% YOY. If someone didn't make money this year they will never make money in any market lol.

tanrgith

81% Most of my portfolio is in RKLB, TSLA, PLTR, NVDA, HOOD

24-7Trader

I agree with everything you said, except for PLTR. You won’t see any movement with them, as they’re already fully priced for the future. Love Google, my largest holding.

Dry_Act6001

PLTR going to bounce like crazy tomorrow.

millerlit

PLTR kept rising because of all the new contracts in last couple years.  Revenue growth with those new contracts drove the stock price.  As for RKLB their planning and acquisitions will be the catalyst for major revenue growth this year.   If their new rocket Neutron is successful they will start taking on higher revenue contracts like SpaceX Falcon 9 rocket.  They are holding off on contracts until a successful launch.  They also started to get international customers like launch for Japan.  Lastly they made acquisitions to get large defense contracts.  They just received one for $816 million dollars.  

TomatoSpecialist6879

I wasn't in that play but I've experienced it with NVDA, I understand how you feel. PLTR definitely still has room to run, but you can always chase other dragons. The best thing about the stock market is that you're never too late as long as you find the right stocks to buy leaps and forget about it for a year. Only time leaps don't pan out would be like when 2022 happen, that was a bullshit year.

Bobrot22

That was me waiting for PLTR to do something. Missed all of it.

not_a_cumguzzler

PLTR? Would you pay me 400k for my lemonade stand that makes $1000/yr if I told you that next year I might expand to a second lemonade stand, well more like 3/4 of a new one?

BonjinTheMark

PLTR

Asleep_Being8264

This happened to me. I had 30k, put all my money into NVDA. PLTR, and some google calls, lost it all down to $600. The whales got me, but I am going to find away around this market stagnation. Best thing to learn about this is that during holiday season, low volume will stagnate the stocks, although this is just a theory.

whoa1ndo

248% largest gains due to PLTR, RDDT, BYND, PL and being on the other side of options trading.

SpecialistLawyer8994

PLTR was the only one to really take off before April. The other positions were small at the time. The positions mentioned above aren’t my whole portfolio. I have “ safe” stuff too such as VOO and SCHB and D to diversity. Why it doesn’t show much of a loss

Worth-Emotion

Built a heavy position in PLTR, HOOD, and ASTS. I think it'll be a choppy 2026 and will be selling covered calls to build a bigger position in ASTS. I think ASTS will literally moon in 2027.

Lobotomized_Dolphin

Doubled up this year just holding NVDA and PLTR as major non-index assets. Could have done better or much worse. A little more than half my assets are still in index funds and I trimmed NVDA at 200 but haven't touched my PLTR yet since that was a golf shot from 2018 and I put in a little more in 2024 but wish I'd just fully sent it. I should probably just take all those profits and put them into funds for 2026 because I'm much less certain of what will happen next year than I was last year.

rueggy

Spot on about having an active subreddit with knowledgeable users. That’s something I look for too. Found it with PLTR, ASTS, and RKLB. Not to be confused with an active subreddit with dumb users, like you’ll find for the meme stocks we probably can’t list here. I actually bought some POET leaps today. Their sub reminds me of the other 3 before the stocks took off.

rueggy

Spot on about having an active subreddit with knowledgeable users. That’s something I look for too. Found it with PLTR, ASTS, and RKLB. Not to be confused with an active subreddit with dumb users, like you’ll find for the meme stocks we probably can’t list here. I actually bought some POET leaps today. Their sub reminds me of the other 3 before the stocks took off.

JensenLotus

Officially 60.32%. About half of that gain was PLTR. They started out as a small percentage of my assets, but I’ve been sitting on them for a few years and they finally paid off.

sharkykid

PLTR is crazy

denob

Up like 500% lol ty RKLB ASTS PLTR RDDT

MericaMericaMerica

For individual stocks, up at least 120% overall; I'd have to go and crunch everything across accounts to be absolutely certain of the exact number (PLTR and a few others probably skew it higher). It's a very small part of my portfolio, and I got very lucky that a significant amount of my long-term speculative stuff became part of the investment "themes" of 2025.

Smooth_Ferret8081

Solid 56.62% carried by RKLB, PLTR, ASTS, NVDA, and Google

Applesauce9210

Rolling 100 contracts of $PLTR $175 puts into expiration on Friday. 🙏

Educational_Poet_577

lol I remember back when PLTR went public and ppl shit on them so much for their high SBC but the real fraud for SBC is Snowflake.

Anik71

Weighted Average is around 500%, $GOOGL LEAPS + selling CC’s on my PLTR shares and finally getting assigned (got assigned at $200 for all my shares that I’ve held since 2021). Now time to run the wheel on indexes and go for a modest return next year and stockpile cash in case of a crash to go balls deep in more LEAPS.

cybermonkey29

600x. Thanks to selling PLTR

SirTiffAlot

Well I'm an idiot and had about 40% of my $$ in PLTR. It worked this time.

achshort

30% I went all in HOOD, PLTR, NVDA, and JPM. Equal weight 💪

Fook-

39,1% but that is including 800% on my PLTR shares and 200% on GOOG. Not expecting those numbers every year.

Zetice

Deff PLTR first

Adventurous_Tea_2198

No idea what NBIS,MU,IREN,TSLA are so that brings it down to ASTS RKLB GOOGL AMZN RDDT PLTR Thanks for the picks

puzzleimpossible83

PLTR is down every day...

PrivateDurham

Have you forgotten about PLTR?

cjorgensen

> PLTR Their whole business model and what they do is gross.

Random_individual_6

!banbet PLTR 150 jan 9

thinkneo

Sounds like you've got a clear framework now: \- 65-35 ETFs/stocks makes sense \- GOOGL as a "safe stock" is fair - it's basically 5 companies in one \- barbell approach (safe core + speculative 10x bets) is a legitimate strategy \- 7-10 stocks keeps it manageable on trimming: if you're moving to 65-35, the math kind of does itself. trim PLTR/NVDA/RKLB until you hit that ratio, move proceeds to VOO. on the 7-10 stock limit: if you're hunting for 10x, the new additions (LUNR, ASTS, IONQ, etc) are where that upside is - not the established winners. so if you need to cut, the question is which of those speculative bets you have most conviction in. sounds like you know what you're doing, good luck.

PresentationReady873

I don’t think I’ve ever seen a nicer, more level headed shareholder base than $RKLB; tbf $PLTR is also very nice $ASTS are mostly GME type of dudes, young, who will go at you for even mentioning their stock and not saying it’s not the best thing on hearth and can cure cancer I have to say, as of late they seem to have town it down a lot, which is super cool Their company is a super ambitious and cool company and most $RKLB people are invest in $ASTS or at least cheer for it, I know I do

yourbikash

First of all, thank you for the detail reply. You are right, my initial strategy was to keep stocks as 15-20% satellite allocation. Even within that 15-20%, mostly allocated to Mag7 stocks like GOOGL, NVDA and AMZN as I had strong conviction on tech future. I also added a few high risk stocks (hoping 10x). PLTR and RKLB worked out (a couple other did not that I removed last year but also wasn't invested as much in them). While initial strategy was 15-20% stocks, I am not married to a single strategy. That was my initial strategy as I was staring new. Now, I am looking for a medium-risk portfolio that includes "let winners run" + "find other 10x stocks" + "safe ones - ETFs, GOOGL". I am trying to find another 4-5 stocks that I hope would 10x and even if I hit a couple of them, I would be good. That's why you see the new additions to my stock list. I know this is easier said then done, but even if I get to 3x on avg in 3 years on these new stocks, that's not bad. I know that also depends on overall market - and I am generally strong emotionally (I have been buying every time there's a mini crash). I think I can trim PLTR, NVDA and RKLB a bit more than my original suggestion and move part of it to ETFs and rest to other stocks. Maybe bring ETFs-Stocks to 65-35.

Feedthemcake

Have you seen what PLTR has done?

thinkneo

First off - having PLTR and RKLB grow 6-7x and then another 2-3x is a problem most people wish they had, don't beat yourself up for taking profits along the way. On the actual question: the core issue- you designed a portfolio with stocks as 15-20% satellite allocation, it's now 50%. That's not a portfolio drift, that's a completely different portfolio. The question is whether that's intentional or accidental. option 1 (rebalance within stocks): Your proposed target still keeps you very concentrated - PLTR + NVDA + RKLB + GOOGL = 69% of stock allocation, you're not really diversifying, you're just shuffling the concentration around. If you're going to stay concentrated, might as well stay with the winners. option 2 (trim to ETFs): This brings you back to your original design. the argument: you've already won, lock in some gains, let the core ETFs compound. emotionally harder but structurally cleaner. option 3 (do nothing): The "let winners run" approach. Valid if you have conviction in PLTR/NVDA/RKLB thesis. The risk: you're now 50% individual stocks when you originally wanted 15-20%, if one of these gets cut in half, it'll hurt. My take: I'd do a modified version of option 2, trim the top 3 back to something like 15% each (not your proposed 19/20/10) and move the rest to VOO. this: \- locks in gains \- keeps meaningful exposure to your winners \- gets you closer to your original allocation intent On the speculative names (LUNR, NBIS, ASTS, IONQ, IREN): to be fair, PLTR and RKLB were speculative when you bought them too - and that worked out. If you have conviction and size them appropriately (looks like 1-3% each), that's reasonable. Just know you're keeping the high-risk approach that got you here. No wrong answer here - but be honest about whether you're an index investor with some stock picks, or a stock picker with some index exposure, right now your portfolio says stock picker.

dont_downvote_SPECIL

I own GOOG, RDDT, MU, and PLTR

hiphopanonomos

Stuff like MSTR TSLA SOUN PLTR all these shitter stocks exist and bears short the oldest currencies known to man lmao

IDrinkSulfuricAcid

Just be thankful you don't have any PLTR. This is what i get for buying meme stocks

haps6

PLTR is down 0.2% on the day

Haunting-Cry7752

Is PLTR going to push 181 today?

dr_tardyhands

More info on PLTR becoming the OS of *governments*? With the way things are going I think EU is looking into weaning itself off of even MSFT and Google. Hopping into bed with Palantir is *definitely* not in the cards. Also: I work in AI and I still have basically no idea what it is they really do.

Dismal_Act_2457

Yep, I am banking on that as well. If they out out as good of a software as they are claiming and with PLTR backing they should acquire a good partnership in the EVTOL space. Not a guarantee but there is a good chance

gerhardussteffy

I invested in PLTR 2 years ago, wish I held it longer. Made a good return on investment though. Agree with the list, there is also decent energy index stocks out there.

ViolinistRoyal6882

Hands down NVDA (70% of our portfolio) Others: MU, PLTR