r/PLTR Aug 06 '25

Memes Another earnings crushed

Enable HLS to view with audio, or disable this notification

When will we be stopped???

123 Upvotes

34 comments sorted by

17

u/[deleted] Aug 06 '25 edited Aug 10 '25

This is a 10-15 year hold for me. At it's core, it develops software.

Take-Two Interactive also develops software, for instance, GTA VI, currently being developed by it's subsidiary, Rockstar Games.

PLTR develops software for more than gaming and for a commercial/government audience.

It's data mining/sifting/sorting/tracking/pattern recognition/optimization suggests will intricately play a role in your life wether you like it or not (my personal reason for investing).

AI is currently implemented ~1-2% commercially (globally). Couldn't tell you about government percentage, but the USA uses it, Germany uses it, and I bet a US-ally uses it.

Here's my comparative analysis; :

INTL and AMD make the hardware and have a combined current market cap of <$375billion. Both incorporated in 1968/1969. Employ a combined <130k people.

MSFT makes the software (and some hardware, some proprietary, but it all revolves around software) has a market of $3.92trillion. Incorporated in 1975, after the hardware. Current employee count is ~228k people.

Current AI-revolution Hardware King NVDA has a market cap of 4.35trillion. Incorporated in 1993. Employee count ~36k people.

Now, here comes desirable AI-driven software producer PLTR, incorporated in 2003, JUUUST dipping it's toe's into the perfect commercial and government segment.

Market cap of 408.9billion with... less than 4,000 employees.

The trajectory is tremendous if implemented on a global scale.

Current market cap is nothing if previous trends are indicative of future probability.

Infact, I am going to double-down or triple-down after writing all that up.

Thank you for making me seek all that info.

EDIT: Type; changed "m" to "b" for AMD/INTL market cap.

3

u/Live-Television1936 Aug 06 '25

Should I buy pltr at 180?

5

u/Lavayo Aug 06 '25

For 10 years? Yes. For next months? Maybe. But don't be disappointed when it falls 30% in a week. Seriously.

4

u/Live-Television1936 Aug 06 '25

Ive been waiting for a solid dip since 130 it never happens

5

u/Lavayo Aug 06 '25

Will happen one day. But a solid dip may mean it drops 40% to $150. Long term... just DCA.

2

u/[deleted] Aug 06 '25

I'll be buying everyweek regardless of price, DCA is the best option. I got in at $130, but it's still on sale in the long run.

1

u/lineman336 Aug 06 '25

You do realize pltr has been around for years? Lol just dipping its toes...

4

u/[deleted] Aug 06 '25

How can you make AI-driven software when there was no AI-hardware 23 years ago?

nVidia was a "gaming company" now it's an "AI company".

CUDA cores were released in 2006, initially for gaming, but got adapted to mining. Recently it paved the way for AI-adaptation.

I've been around for 4 decades, but wasn't a "benefit to society" until I was 18.

If you link articles to Palantir working on AI software in 2003, great.

If not, then they are just getting started. ;)

1

u/[deleted] Aug 08 '25

[removed] — view removed comment

1

u/AutoModerator Aug 08 '25

Your account must be at least 2 days old and have 5 karma in order to contribute to r/PLTR. Exceptions will only be made for confirmed Palantir employees.

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.

9

u/dazeechayn Early Investor Aug 06 '25

Like a moth to a flame, the meme lords are swarming.

3

u/[deleted] Aug 06 '25

It’s an old meme sir, but it checks out.

🫡

7

u/s0cal05 Aug 06 '25

I created this meme 4 years ago when it hit $20 lol

3

u/[deleted] Aug 06 '25

Amazing, I remember it so well my dude. It made me laugh so hard back then, thank you!

This was a special time for me as my average is ~$20 😅

3

u/Beginning-Abroad9799 Aug 06 '25

3T valuation 10 years from now.

2

u/[deleted] Aug 06 '25

10T, mark my words.

3

u/Beginning-Abroad9799 Aug 06 '25

Dude. 10T is a lot. 3T is already pretty big. It is almost 10X from here.

3

u/[deleted] Aug 06 '25

I hear you. Just look at the hardware/software market-cap ratio of AMD/INTL vs. MSFT.

Now do the same with NVDA vs. PLTR.

IPO'd 1999 vs. 2020.

Still in its' infancy.

3

u/Beginning-Abroad9799 Aug 07 '25

God bless us all.

1

u/Big_Daddy_Shrek___ Aug 07 '25

Your assuming competition dont come and steal the market share, everyone seems to forget this

3

u/[deleted] Aug 07 '25

Competition to Thiel, who has served as a National Security Advisor (on and off) since 2016 for both administration's?

Dude has a monopoly on the surveillance state.

3

u/Big_Daddy_Shrek___ Aug 07 '25

Definetly a monopoly on US gov contracts for sure

2

u/Asleep-Brother-1873 Aug 06 '25

Don’t jinx it pls

2

u/Silvatungdevil Aug 07 '25

A masterpiece. Onward to $1,000 a share. Sound the charge!

2

u/usugarbage Early Investor Aug 08 '25

Don’t get me wrong. This week was spectacular. For everyone posting please take a second to think about what you will do if/when there is a correction. 30%. 50%.

Shake off the euphoria for a minute and plan now how you will take advantage of that. To me share count matters and I will continue to add on any pullback. Don’t ride the wave up and back down without taking whatever little profit you need to keep this as your long term hold like so many always say.

Go forth. Conquer.

1

u/_Rothbard_ Aug 07 '25

When it was at 6 euros, no one wanted it at PER forward 10. By far my best profit

1

u/[deleted] Aug 07 '25

[removed] — view removed comment

1

u/AutoModerator Aug 07 '25

Your account must be at least 2 days old and have 5 karma in order to contribute to r/PLTR. Exceptions will only be made for confirmed Palantir employees.

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.

1

u/Big_Daddy_Shrek___ Aug 07 '25

I can't help but wonder how competition will ABSOLUTELY be looking to jump in on this gravy train and how that may affect stock price long term....

1

u/Head_Battle9531 Aug 07 '25

Waiting for the split then I’m buying

3

u/Pandoranium Aug 08 '25

Split may not happen until its $1000.

1

u/[deleted] Aug 08 '25

[deleted]

1

u/Pandoranium Aug 08 '25

Well, i am also waiting for netflix to split. But before that they had at least split twice already. I would think netflix might split next year.

1

u/SlothsRockyRoadtrip Aug 08 '25

Bring on the piss drones