PLTR
Palantir Technologies Inc. Class A Common Stock
Mentions (24Hr)
-39.58% Today
Reddit Posts
Friendly reminder that $PLTR rises with how hard the US gets for war with Iran.
[DD] On $PLTR and $AI - It's over folks - Your AI Will Come From the Faucet - The Big 5 Have Spoken
Some predictions for Microsoft, Palantir, AMD, Amazon, Spotify and Tesla.
Robinhood Out Here on Their Bullshit Again
$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings
80% on the year for 2023, wonder if Buffet needs a new #2.
80% on the year for 2023, wonder if buffet needs a new #2.
$151,880 Total Gains and only 2 losing trades in 2023
What can I do different with my FHSA account
The WSB standard progression
I’m 18, Would like to be at 60k next year. Any advice?
Thoughts on these tickers for bagholding throughout 2024? 💰
Swing trading UBER puts and PLTR calls today because I’m actually insane. Hope to close most or all by end of day today.
Palantir ($PLTR) down nearly 20% since large insider selling disclosures...
Bought COIN puts yesterday and sold them just now, +$25K. And wish I had gotten out of BABA and PLTR yesterday but I’m bad at cutting losses
Sold TSLA calls at the peak this morning, +$22K. Gains all due to me liking cyber truck videos on YouTube. Getting out of BABA and PLTR soon
Thank you cyber truck! Should try to close PLTR and BABA soon. And should I get COIN puts?
Early Morning Call On Defense Stocks As Warships Attacked In Middle East - PLTR (Palantir) - LHX - NOC - HWM - RTX
Bought TSLA & PLTR calls on dips again today after I took 40% TSLA call profits last Friday. Anxiety is up, this move is a little more risky
Palantir $PLTR Large Insider Selling (CFO, CAO, CLO)
PLTR is so richly valued, S&P 500 inclusion must already be priced in just as the NHS contract was priced in
opinions on this stock? and also palentir
They called me a madman (YOLO on PLTR puts). And what I predicted came to pass (I got lucky this time). Closing now.
They called me a madman (PLTR puts). And what I predicted came to pass (I got lucky this time).
🚨 BREAKING - $PLTR OFFICIALLY WINS THE NHS DEAL FOR £330mn
I will keep YOLOing PLTR puts every week until one of these prints. It’s not insanity, I’m totally going to be right this week
PLTR is too high. Got $15K in puts as soon as the casino opened today and I’m not scared, losing money is part of playing the game
Bought PLTR $21.50 weekly puts, TSLA puts did well last week 🐻
5K Daily Gain on AMD, IWM, META, PLTR, and QQQ
Sold puts on Tesla as it tanked below $200. Bought PYPL and PLTR calls before earnings. Bought SPY calls before Thursday’s rally
Papa Karp is bringing us back to Black. Post those PLTR gains
PLTR Rallies 20% after Posting Fourth Consecutive GAAP Profit
Shorting this week’s rally. Today I bought PLTR, SOFI, and TSLA puts all expiring tomorrow
Palantir earnings show AI traction, while company hits a milestone on profits
Consolidation Choices During Market Down Turn: What Are Your Picks?
Palantir Ranked No. 1 Vendor in AI, Data Science, and Machine Learning
So which boom boom stocks are you buying?
How many of you made the mistake of throwing all of your money into the stock market in 2021?
$PLTR WILL BE CONTRACTED WORLDWIDE TO KEEP TRACK OF TERRORISTS WORLDWIDE=ESPECIALLY IN ISRAEL
Question: Was this a good idea?
🚀 DD on PLTR: Bullish Case for $40+ by Dec 1 🚀
Palantir ($PLTR) is Never Going to be This Cheap Again
Lets start working on Dumb Money's Sequel
Elon sitting next to Alex Karp (Palantir CEO) is bullish!!
In 5 Years, Who do You Think Comes out on Top in the AI wars?
Took out student loans and went all in on $TSLA $PYPL $PLTR $TRIP after finding out my swimmers are active by my wife pixie stick.
NVDA DD/hopium/ramblings/thoughts/prayers/synopsis/bedtime reading
My thoughts on the recent dip, NVDA/Ai selling until earnings
Cathy Wood is not an investor, she is a swing trader who belongs here. Example here with $PLTR
Cathy buys the “dip” on $PLTR, she is not an investor , she is a swing trader and belongs here
Weekly PLTR YOLO Update. Down 40.8k unrealized from last week but added more 30Cs, earnings tonight, keeping 500 calls min.until 45$-100$.
Mentions
As long as Trump is in power, all the stocks with no revenue and corrupt companies like PLTR will keep going up The less the company reports the better Im gonna buy some cocaine just in case we go to WWIII so i can pump my ticket to hell faster
Calls on PLTR, they got me boys.
feeling the same pain and didnt gamble. Just own 1,000 shares of RDDT and 500 of PLTR.
Loaded up puts on anything tech or crypto related. MSTR, PLTR, COIN, NVDA, all puts. Calls on minings. We'll see.
Google didn't dump, it just didn't rise up as much of the other Mag 7. People did have less faith in it then, but investors viewed AI differently then. OpenAI was the leader in the space then, PLTR was rocketing, etc. Google then was more of an opportunity cost situation.
You jest now, but soon RDDT will not only be giving our our info out to FBI, CIA, PLTR, Elon, ICE, and/or whoever is doing Trump's crackdown work. They'll also be implementing Trump's personal agendas upon us. 1st order will be imposing a tariff on internet puns and dad jokes. Truly tariffying times we live in.
No idea why but feels like PLTR moon mission next week (not sure I can do it though)
No see actually I have an evil portfolio with like RTX and LMT and they have consistently not dropped. I have PLTR as well but i would rather shit in my hands and clap than ever see it successful
Yeah, but when all the positive news was priced in. Right now, PLTR seriously could go either way. Its dropped enough where the edge is gone. Once the short side becomes overcrowded, hedge funds take advantage.
Update - full ported PLTR calls I’ve got my losses on COIN 😭
Anyone else on the PLTR/NSA watch list
Why? Just signed a deal with PLTR?
Why the fuck is PLTR still red?
Imagine needing PLTR to figure out why PLTR gave you a boner
Would not be the first time the market has valued a company in a nonsensical way, Tesla has a PE of nearly 400, PLTR near 200. It’s just vibes these days. Lotto tickets for people who think they are smart.
Direxion daily bull PLTR
Most people won't even pick PLTR or TSLA if they have to choose one company.
Which US stocks would benefit the most? LMT/PLTR/RXT?
Why not DFEN instead of PLTR?
Brother I shorted both stocks and can tell you that they can go up way more than you think. PLTR can go down only when market red, when nvidia pumping even 20-30 cents PLTR pumps 2x even if it in the downtrend COIN/MSTR do not track btc 1:1 BTC can be red 1% and that shit be green 1% Good luck
New Portfolio idea: 30% PLTR, 30% TSLA, 30% OPEN, 10% physical platinum.
CVNA PLTR MSTR TSLA calls. Sounds retarded so it will probably work.
Every war PLTR becomes more valuable
I thought it might be referring to a Burry post I saw earlier, rando was arguing he got PLTR write up wrong regarding the DNR, Burry responded about NDR, and OP said no it DNR (Deez Nuts Ratio)
here i was selling PLTR because i thought it's a software company but now that it's a consulting company i better buy the dip thank you michael beary!!!
Don’t be fooled by Michael; his only interest was short-selling. Here is from Grok Question: Is this a prediction for him to short sell? Grok answered: “Yes, Michael Burry’s detailed bearish thesis on Palantir Technologies (PLTR)—published in his Substack newsletter Cassandra Unchained on February 12, 2026—is effectively a prediction aligned with short-selling or profiting from a decline in the stock price. However, he has explicitly stated that he is not currently short-selling the stock in the traditional sense (i.e., borrowing and selling shares to buy back later at a lower price). Instead, Burry has positioned himself via put options on PLTR. Put options are derivative contracts that gain value when the underlying stock falls, allowing the holder to profit from downside moves (similar in effect to shorting, but with limited risk—the most you can lose is the premium paid for the options).”
Nah, $RTX is a far better pick. To project war capabilities in a mountainous country like Iran you'd need missiles. Also, all $PLTR does is play dress up with data and pretend to be revolutionary. I've worked with a few Palantard contract engineers, and none of them are actually competent at anything other than making a bland UI
So we are totally bullish on PLTR with all the aliens happening🔥🔥🔥
PLTR is the surveillance stock pick.
My man is a mod at /r/PLTR PLTR is often misunderstood on reddit and the same 3 talking points parroted in every single thread.
It did, believe me because I had PLTR puts at the time 😭
Cool so crypto rockets and PLTR to $50 it is.
I agree with your point about the concentration risk, especially if you don’t have many years in the stock market before you have to start drawing down to live off the proceeds. Disagree about your “extremely” point- strongly. If you apply some lightweight DCF modeling, which is analytically limited because it relies on sector comps (which don’t exist rn), you arrive somewhere between $95-$125 a share. The problem is the same folks using those traditional tools- more appropriate for value stocks with predictable trajectory- were the same ones calling PLTR overvalued at $50 a year/year and a half ago. This should signal that the traditional way of modeling a company doesn’t fit them yet (because they keep surprising to the upside on margins AND growth). One day it will be, but not now.
As I stated earlier in the thread here: [https://www.reddit.com/r/stocks/comments/1r8voix/comment/o6aq8bs/](https://www.reddit.com/r/stocks/comments/1r8voix/comment/o6aq8bs/) Palantir is only tangentially related to what most people think of as AI. However, as you point out, PLTR valuation could easily correct if the broader market for tech stocks crashes. Microsoft did very well in the long term, but crashed hard during the Dotcom blowout and didn't recover until the mid-2010s. It's poor risk management to pile into a stock at extremely high valuations, and then have to wait something like 15 years for a recovery. PLTR is my 2nd largest individual stockholding, but I'm retired on index funds and ETFs alone. PLTR was a lifetime opportunity at $7-10/share when I was accumulating in 2022. At $200 it was wildly overpriced, and now at $130-$140 I still think the stock is very overpriced.
PLTR has very little to do with the “AI bubble,” “data center infrastructure,” or whatever else you have typecast them as. Yes, in an irrational market like today’s, they would probably correct down for a while if that happened, but longterm, they would actually benefit. Then, we could see who the true value creators are in software vs. all of the wannabes who stick an LLM in their tool and think that they are cutting edge.
Maybe you shouldn't buy a single share in PLTR because it's a fascist, genocidal entity with the goal of instituting mass surveillance on all citizens and helping bomb civilians in other countries.
AMZN, MSFT, PLTR, SMCI…I can keep going
I don't think PLTR is the right type of defense stock tho? Don't you want missiles and bombs and stuff for an war with Iran, not... idk, data analytics? Plus, why would the Pentagon need to get MORE data analytics if a war happens? Data isn't consumed like missiles are. Wouldn't something like Lockheed Martin make more sense?
At this point PLTR is blowing hot 🔥🥵 air balloon that's about to pop. If someone can tell me how this is a company that's going to make money 💰 20 years down the road ok I might buy it until then it's a trash stock
Agree completely. I'm in the same approximate age group as you, and have been an investor through the Dotcom bubble and Great Recession. I think it is likely that the AI bubble could burst in the near future, though I can't say whether this might happen 3 days or 3+ years from now. If things go south from a wave of bad debt issued by companies speculating on AI datacenter infrastructure, I expect the markets to crash hard. I've warned people not to take excessive risk on stocks like PLTR. I think it's possible that TSLA loses 85% of its valuation (and I say this as someone who owns TSLA stock, but am not dependent on it for my financial wellbeing). I've tilted my portfolio defensively over the past year. As I am now retired, it is more important that I not take excessive risk.
he's right no one could buy PLTR for $330 billion.. no one would finance that way too expensive
Update - sold my PLTR puts for minor profit. Just going to leave the COIN puts to run now :)
>AIP competes with every well-funded AI entrant. AIP is **not** AI. Palantir doesn't compete with OpenAI, or xAI, Meta, or other AI makers. Palantir's main software platform is akin to connective tissue between different IT platforms within an organization. Different AI systems can become users of that fully connected system, just like biological people can. Palantir's general position is that AI models themselves are commodities. AI does not work if there isn't a data foundation that is secure and auditable. AIP is specifically designed so that organizations can plug in whatever AI models they want to use. >PLTR's government contracts grow at whatever pace Congress appropriates Palantir's commercial business is the future of the company. Look at their Q4 '25 earnings release: [https://www.sec.gov/Archives/edgar/data/1321655/000132165526000004/a2025q4ex991earningsrelease.htm](https://www.sec.gov/Archives/edgar/data/1321655/000132165526000004/a2025q4ex991earningsrelease.htm) >U.S. commercial revenue grew 137% year-over-year and 28% quarter-over-quarter to $507 million >U.S. government revenue grew 66% year-over-year and 17% quarter-over-quarter to $570 million While government is currently a bit more than half the company's U.S. revenue, commercial growth is far faster. Palantir software now runs everything from Panasonic's battery cell manufacturing operations in Nevada, to Tampa General Hospital's resource allocation and scheduling
I’m not in PLTR, I don’t care. But PLTR is one of the stock that might benefit the most from AI. How much it’s worth - go figure out.
Lockheed martin growing 5%. GD growing 4%. NOC growing 4.5% Analysts think PLTR is not going to beat their guidance of 62% but I think 2026 growth will be closer to 85%. My estimate for PLTR FCF is $4.6 billion this year and growing to $52 billion in 2030. (based off of Karp's guidance of 10x US revenue over 5 years that he said a year ago) And 80% FCF margin I put a 55 multiple on the P/FCF with a continued 30% growth in 2031 and I get a fair value of $1,247 at the end of 2030. PLTR continues to deploy their platforms faster using less manhours and plan on use AI instead of people in the future to deploy their platforms. Customers sign on and then expand their use of PLTR and those customers get their suppliers onto PLTR. My current estimate for 2026 is 85% growth with a bullish case for 95%. Which does sound crazy but looking at my quarterly estimates for 2026 isn't crazy. If I was forced to buy just 1 company today, i would actually pick PLTR over TSLA just because there is less risk for PLTR. Burry thinks PLTR is a consultancy company. The guy don't even know what PLTR even do.
A guy this morning had a dream puts on COIN and PLTR I chose 1 dte because that’s how much I believe in fate.
i looked at PE of NVDA and decided that it is unsustainable. then in next two years, its revenue & earnings grew like crazy to bring down PE. i missed all the 300-400% gain in NVDA. but this is rare. especially if they are no longer a startup and already doing billions in business every year. so, I wonder is it going to happen to PLTR ? why ? previously, when I didn't buy NVDA I had bought PLTR at $8. At $180-190, and $500 B valuation, I felt like even if it grows to $1T, I will not add as many % points as I have when it grew from $8 to $180-190. so I sold all of it. Since then, for PLTR, things haven't gone NVDA way. it seems to be growing way slower compared to how NVDA grew to justify that 3 digit high PE in past few years.
Buy PLTR calls NOT A FINANCIAL ADVICE
If PLTR grew 20x it would still be smaller than Lockheed Martin
Wonder if PLTR will go up with all this Iran crap
How’d you 10x from PLTR calls? Just wondering cuz as far as I know they weren’t anywhere close to 10x recently. Also any chance we can follow your next trade
Loaded up 1DTE PLTR 140 calls
You think PLTR is surging because of RSI?
I think this is wise advice for any individual investment (the sentiment - I could care less about the analysis of PLTR)
Yeah, the two aren't remotely comparable except for their ludicrous valuations and unhinged CEOs. Regardless of the controversial business model of PLTR, it is not only growing, but accelerating growth, with robust profit margins. TSLA's revenue and earnings are declining rapidly and it has profit margins in line with the rest of the auto industry.
I actually have $PLTR LEAPS rn 😂 about 20% of my port, if they hit I’m mega green
Burry either does not get it or pretends not to. Holding $PLTR is not about numbers, but about connections. Specifically the Thiel-Vance connection!
Burry either does not get it or pretends not to. Holding $PLTR is not about numbers, but about connections. Specifically the Theil-Vance connection!
Is today the day i short TSLA and PLTR? Or maybe i am not re3tsrd enough
Not just government. PLTR contracts with commercial companies as well. Any institution big enough to use SAP today could also use PLTR. And if PLTR delivers more value (or has no competitition), they can charge a lot more than SAP.
That's fine as long as it's PLTR
PLTR seemsv like a bad call. Vance won't let Daddy Theil not get contracts to spy on citizens
A dream told you to short BTC and you're betting on vibes. No thesis no analysis just hope. PLTR puts are down 2 bucks already. This is gambling not trading. Close it out and wait for actual technical setups. Macro events matter. Your conviction means nothing without a plan
This is a scam stock just like TSLA and PLTR. LOST SO MUCH MONEY ON THEM.
It wasn’t based off earnings it was based off signing a partnership with PLTR… but either way I’m fucked do u think I should sell at open and hopeful cut my loss or try to stick it out
well. you can argue that it does not make sense. but there´s been people making boatloads of money while jumping on the hype train. and thats basically all it ever is. is he right from an "investors" persepective ? absolutely. he is right from a pure "lets make money" perspective ? most certainly not. as long as the hype train keeps rolling, all normal metrics of "good" or "bad" investment gets thrown out of the window anyways. you either get lucky with your entry / exit, or you dont. and right now one could argue the train for PLTR might be slowing down somewhat, but it seems to be rollin alright.
exactly this. PLTR does not have a business model that scales as great as the one META had.
The $330B vs. $18B OCF comparison is clean, but the META IPO rebuttal upthread is the more honest bull case. At Facebook's $104B IPO in 2012 it traded at a similar premium to peers, and Burry's logic would have kept you out of a 20x return. The critical difference is TAM: advertising scaled with every smartphone sold, while PLTR's government contracts grow at whatever pace Congress appropriates and AIP competes with every well-funded AI entrant. The 0.6% OCF yield requires roughly 26% annual compounding for a decade just to hit a standard exit multiple -- PLTR grew revenue 28% on a $2.2B TTM base, so the growth rate is plausible, but reaching $22B+ in OCF by 2034 demands that rate holding and margin expansion happening simultaneously for 10 years straight.
WMT had bad earnings? Dump PLTR
Burry needs to openly talk about GME's valuation before he gets to talk about PLTR's valuation. That shit isn't even growing even though they're sitting on a pile of cash.
RXT went up 194% on news to that it has a PLTR contract. My thesis is it drops to at least 1.05. IV is through the roof so a crush is likely coming.
This is valid point, but you must put it in context of growth and AI. PLTR can grow x10-x20 relatively fast. LMN won’t.
Michael Burry is right. PLTR is going below 100.
PLTR Karp is little unhinged though
lol. Yall acting like PLTR doesn’t exist to ensure all scenarios are well assessed.
$PLTR does come off as a more homosexual stock. Not that there’s anything wrong with that.
You're dumbass blew out on PLTR last week. These lying fucks with u limited resources.
fuck PLTR and all you dweebs that thinking I might as well make money while being surveilled
Hell yeah fuck PLTR. That is all
I have the exact same PLTR positions…I’m doomed.
Just bought PLTR sorry yall
I bought PLTR calls and I hope he wins tbh
Everyone should short PLTR forever
PLTR shorts to be incinerate. PLTR is the only stock that can go to infinity. It has absolute price control! How much is winning war against Iran, Russia, China worth? Priceless. PLTR to $600. All aboard.
PLTR is certainly going to have a rough while, but it has a big business case behind it. Just a lot of issues coming up. But TSLA is lacking a connection between fundamentals and stock price. It's just not sound as a company. As for Bitcoin... there's a strong support for it internationally, and it's been incorporated into a lot of financial products, etc. It has backing. It doesn't, however, have price stability. So I doubt it's going anywhere, but it'll sure as hell go down and up a good bit between now and the next US administration.
I think PLTR is back in pump mode. Shorting bitty however is sort of easy money. They have been propping up COIN. Probably for Friday Opex
Kinda dumb tbh. PLTR has been loved for the last 4 administrations. It’s embedded now. It’s not going anywhere.
Wait. Weren't you bullish on PLTR?
Bitcoin, PLTR, and TSLA are going down after the Trump regime is over. OP might be early, but he’s not wrong
damn PLTR dropped from $200 to 135
Puts on PLTR with a war on Iran breaking out any minute. Bold strategy.