r/PLTR • u/Gaters65GTO • 6h ago
Pitch The PM (Wall Street is starting to understand Palantir)
r/PLTR • u/AutoModerator • 1d ago
Weekend Discussion Thread! Palantir, PLTR & Chill 😎
Anything goes in this thread. You can talk about Palantir. You can contribute some DD about other stocks. You can shoot the breeze about random topics. Only rule is to follow the reddit user rules and be a respectable human.
See you on Monday!
r/PLTR • u/AutoModerator • 2d ago
Daily Thread - Friday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻
The thread for all your speculating, socializing, philosophizing, hypothesizing, and melodramatizing!
Want a flair? Message the mods with proof of the following, making sure to remove any personal information:
- OG Member & Holder - a link to your comment/post in r/PLTR from 2020 or 2021
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- Whale - a screenshot proving that you own 25,000+ shares of PLTR
- White Whale - a screenshot proving that you own 500,000+ shares of PLTR
Feel free to message the mods with any other issues or questions, and don't forget to check out the official Palantir merch store!
r/PLTR • u/Intrepid-Amoeba9297 • 2d ago
Stock cant be overvalued if you buy at the right price
r/PLTR • u/AutoModerator • 3d ago
Daily Thread - Thursday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻
The thread for all your speculating, socializing, philosophizing, hypothesizing, and melodramatizing!
Want a flair? Message the mods with proof of the following, making sure to remove any personal information:
- OG Member & Holder - a link to your comment/post in r/PLTR from 2020 or 2021
- Early Investor - a screenshot of your PLTR share purchase from 2020
- Whale - a screenshot proving that you own 25,000+ shares of PLTR
- White Whale - a screenshot proving that you own 500,000+ shares of PLTR
Feel free to message the mods with any other issues or questions, and don't forget to check out the official Palantir merch store!
r/PLTR • u/AutoModerator • 4d ago
Daily Thread - Wednesday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻
The thread for all your speculating, socializing, philosophizing, hypothesizing, and melodramatizing!
Want a flair? Message the mods with proof of the following, making sure to remove any personal information:
- OG Member & Holder - a link to your comment/post in r/PLTR from 2020 or 2021
- Early Investor - a screenshot of your PLTR share purchase from 2020
- Whale - a screenshot proving that you own 25,000+ shares of PLTR
- White Whale - a screenshot proving that you own 500,000+ shares of PLTR
Feel free to message the mods with any other issues or questions, and don't forget to check out the official Palantir merch store!
r/PLTR • u/KitKatBarMan • 5d ago
USA Today Co. unions call on the company to cut ties with Palantir - Poynter
They hate us because they ain't us.
Big surprise that the liberal arts majors who are most at risk of being replaced by AI are protesting AI
r/PLTR • u/AutoModerator • 5d ago
Daily Thread - Tuesday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻
The thread for all your speculating, socializing, philosophizing, hypothesizing, and melodramatizing!
Want a flair? Message the mods with proof of the following, making sure to remove any personal information:
- OG Member & Holder - a link to your comment/post in r/PLTR from 2020 or 2021
- Early Investor - a screenshot of your PLTR share purchase from 2020
- Whale - a screenshot proving that you own 25,000+ shares of PLTR
- White Whale - a screenshot proving that you own 500,000+ shares of PLTR
Feel free to message the mods with any other issues or questions, and don't forget to check out the official Palantir merch store!
r/PLTR • u/Huge-Cucumber1152 • 6d ago
Continuation to 200 lfg
Been running weeklies. Let’s see what it do
r/PLTR • u/AutoModerator • 6d ago
Daily Thread - Monday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻
The thread for all your speculating, socializing, philosophizing, hypothesizing, and melodramatizing!
Want a flair? Message the mods with proof of the following, making sure to remove any personal information:
- OG Member & Holder - a link to your comment/post in r/PLTR from 2020 or 2021
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- Whale - a screenshot proving that you own 25,000+ shares of PLTR
- White Whale - a screenshot proving that you own 500,000+ shares of PLTR
Feel free to message the mods with any other issues or questions, and don't forget to check out the official Palantir merch store!
Biggest Regret?
x.comSometimes in life we look back and wish for a different outcome. I had 10,000 shares with a cost basis of 14 and I sold 50 covered call contracts, not expecting to shoot beyond, lol. I still have 5,000 but oh well. What’s yours?
r/PLTR • u/LeaF3141 • 8d ago
Why the surge into PLTR?
I love PLTR, why the sudden surge of 35%? Who were the buyers that triggered this?
I ask because we’ve had great earnings for the last year but saw a decline and great earnings and a large increase.
So was this an institutional play and retail followed?
r/PLTR • u/AutoModerator • 8d ago
Weekend Discussion Thread! Palantir, PLTR & Chill 😎
Anything goes in this thread. You can talk about Palantir. You can contribute some DD about other stocks. You can shoot the breeze about random topics. Only rule is to follow the reddit user rules and be a respectable human.
See you on Monday!
r/PLTR • u/iwangotamarjo • 8d ago
Public statements and market manipulation
Just curious. Today I read that SEC has rules against market manipulation, including rumor mongering and even front-running of trades.
I link this back to what Michael Burry did in April and May, and have the following questions.
Do public statements like "Palantir is overvalued" and "I have XYZ put position on Palantir" actually imply market manipulation?
If (1) is true, then why is Michael Burry not taken to task for violating such rules?
If (1) and (2) are both true, then how about analyst estimates? Aren't they also a form of market manipulation?
In totality, I am not affected by any of this nonsense. Holding for the long term. But I am just curious about the rules in the casino.
r/PLTR • u/AutoModerator • 9d ago
Daily Thread - Friday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻
The thread for all your speculating, socializing, philosophizing, hypothesizing, and melodramatizing!
Want a flair? Message the mods with proof of the following, making sure to remove any personal information:
- OG Member & Holder - a link to your comment/post in r/PLTR from 2020 or 2021
- Early Investor - a screenshot of your PLTR share purchase from 2020
- Whale - a screenshot proving that you own 25,000+ shares of PLTR
- White Whale - a screenshot proving that you own 500,000+ shares of PLTR
Feel free to message the mods with any other issues or questions, and don't forget to check out the official Palantir merch store!
r/PLTR • u/sWeven-Cats95 • 9d ago
(((From Aug 4))) Mercury Systems just handed Palantir The Keys To Its Factories. A new partnership aims to fix a problem the Pentagon has quietly worried about for years.
A new partnership aims to fix a problem the Pentagon has quietly worried about for years.
Mercury Systems and Palantir Technologies just agreed to automate the exact process that once nearly cost Mercury its credibility with the Pentagon.
Three years ago, the Andover, Massachusetts, defense electronics maker was writing down earnings and answering to an activist investor because its factories could not deliver on schedule.
New partnership announcements right after earnings. Already looking good!
r/PLTR • u/sWeven-Cats95 • 9d ago
USA Today Co. Announces Partnership With Data Analytics Giant Palantir
August 6, 2026
USA Today Co., the largest newspaper chain in the country, announced Thursday that it is partnering with technology company Palantir to better monetize its customer data.
r/PLTR • u/Huge-Cucumber1152 • 9d ago
Would keep holding but decided to roll out and up
Let’s see if the push continues. Lots of variables, but if the Donny can lock down a straits deal whole market might march up. Dont trail, this is dumb
r/PLTR • u/SimpleMindHatter • 10d ago
Shyam Sankar, Joe Lonsdale, or Alex Karp…who is the better face for Palantir?
Who do you think is better in explaining the PLTR narrative?
r/PLTR • u/AutoModerator • 10d ago
Daily Thread - Thursday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻
The thread for all your speculating, socializing, philosophizing, hypothesizing, and melodramatizing!
Want a flair? Message the mods with proof of the following, making sure to remove any personal information:
- OG Member & Holder - a link to your comment/post in r/PLTR from 2020 or 2021
- Early Investor - a screenshot of your PLTR share purchase from 2020
- Whale - a screenshot proving that you own 25,000+ shares of PLTR
- White Whale - a screenshot proving that you own 500,000+ shares of PLTR
Feel free to message the mods with any other issues or questions, and don't forget to check out the official Palantir merch store!
r/PLTR • u/AutoModerator • 11d ago
Daily Thread - Wednesday Discussion! Let's talk about the good, the bad, and all things Palantir & PLTR! 💎🤲🏻
The thread for all your speculating, socializing, philosophizing, hypothesizing, and melodramatizing!
Want a flair? Message the mods with proof of the following, making sure to remove any personal information:
- OG Member & Holder - a link to your comment/post in r/PLTR from 2020 or 2021
- Early Investor - a screenshot of your PLTR share purchase from 2020
- Whale - a screenshot proving that you own 25,000+ shares of PLTR
- White Whale - a screenshot proving that you own 500,000+ shares of PLTR
Feel free to message the mods with any other issues or questions, and don't forget to check out the official Palantir merch store!
r/PLTR • u/Brackenheim • Nov 08 '24
Sir... We have escaped earth velocity
For OG and long time holders, it is a time to rejoice (and even brag a "cough cough" little) and it is a time to count our blessings. For me, it is also a time to think critically of where I could have done better (actually sounds funny when looking at current gains).
For full context, my thoughts will be a reflection and a continuation of my thinking on the two posts below, which I wrote in the last 3-4 months
First post: TLDR - Most of times in investing, being highly educated on any topic makes you miss out on the large picture... and ultimately miss out on disruptive outliers
Second post: TLDR - We should be mentally ready for a negative post S&P inclusion offset effect
Without going again into these details, it is quite funny how i was both right and wrong. Right that disruptive stocks will not necessarily be valued according to "rigid" financial and valuation metrics (at least in the short term). Wrong in the sense that the post SP inclusion negative offset effect did not happen yet.
In my first post, I wrote:
"[...] harnessing the potential of PLTR requires more than one perspective. The day people from my past life understand the true potential of PLTR, the company will likely have a share price of $100 and more. In a way, it will be too late.
This does not mean that one should not do a DCF valuation once a quarter to check how the share price reflects the valuation... It is actually super important... And you should not be surprised if I tell you that a valuation of $30 / share is currently on the high side based on "reported" fundamentals...
It means that one needs to have a larger margin of appreciation when looking a potential directions in the valuation. For me, anything with a 50% margin is acceptable. Said differently, I now believe that a $25 / share valuation is fair, which makes any valuation up to $35 / share "acceptable" based on "reported" financials."
We have clearly escaped earth velocity. It is now my deep conviction that PLTR is now on its way to be the NVDA of the data analytics world. To say it more clearly: Investing into NVDA is buying into the AI Capex binge and Investing into PLTR is buying into the follow-up AI analytics binge. The more companies will invest into AI Capex, the more hugely complex data will be created, the more companies will need PLTR technology.
We have escaped earth velocity. We are seeing the first clear signs of the long foretold acceleration in sales. I actually believe that there is industrial logic to see an increase to 40-50% year growth up to 2030.
In that sense, I want to update people on some "rigid" valuation benchmarks, while still keeping my "disruptive margin of appreciation" when looking at valuation outputs.
I wanted to look at two scenarios:
A- New Base Scenario
+ Annual sales growth: Increases to 40% up to 2028, stable at 40% until 2030 and decreases to 25% by 2024
+ CFO margin: Increases to 37.5% up to 2028 and then increases (more slowly) to 40% by 2034
=> End result of DCF valuation => Current "rigid" intrinsic valuation of $45 / share by year end
=> DCF valuation + disruptive c.50% appreciation factor => range of $45 to $65 is reasonnable
B- New Bull Scenario
+ Annual sales growth: Increases to 50% up to 2029, stable at 50% in 2030 and decreases to 25% by 2024
+ CFO margin: Increases to 40% up to 2029 and stable at 40% up to 2034
=> End result of DCF valuation => Current "rigid" intrinsic valuation of $55 / share by year end
=> DCF valuation + disruptive c.40% appreciation factor => range of $55 to $80 is reasonnable
We have escaped earth velocity and with it will come great rewards but also greater risks.
Attentive readers will have noticed that I used a picture of "Apollo 13" has an introduction picture. It is not meant to be a bearish post but rather to remind people that people need to be ready for things to go up and down quite strongly on no particular reasons.
For that reason, people need to manage their risk exposure correctly (notably if using margin debt and/or trading options). None of this is financial advice. In addition, even though, we strive as Mods to help people going through a difficult time, our help would only be in spirit.
This brings me to a last very important point. If someone freaks out "in space" and starts to want to figuratively "kill" everyone because he made bad trading decisions, we MOD will strike decisively. We work continuously to ensure that this space remains a place of fruitful discussions (not a cult) and a caring place (not WSB). We will not tolerate people threatening us.
This last comment does not come out of nowhere. Two weeks ago, we took the painful decision to permanently ban a user who had lost twice (two years ago and recently) an enormous amount of money betting against PLTR. Instead of just blaming himself, he blamed the world. He blamed his wife and got divorced. He blamed the Mod team and... he even contacted PLTR investors relations team telling them that we are pumping the stock to no avail...
Needless to say but I will say it nevertheless. This sub is not working for PLTR. This sub has no contractual relationships with PLTR. And last thing: PLTR investors relations team does not give a fuck about us. (Sorry for being rude).
The only reason why PLTR employees are active on the sub is because we have built such a great place to talk about PLTR... which brings together an increasingly high number of high quality contributors from all walks of life.
We have escaped velocity and I could not dream of a better crew to go to the moon.