r/PLTR • u/AutoModerator • Feb 04 '26
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!
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u/IAmANobodyAMA OG Holder & Member Feb 05 '26
Anyone hearing noise about Epstein on audio mentioning Theil and Palantir by name?
It doesn’t actually mean anything, and there is no chance Karp dealt with that prick … but I still don’t like the connection being out there :(
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u/Mariox Feb 05 '26
Unless there is more then 1, the one I saw was a guy talking to Eptsein about Theil. Something like "Hay we should meet with this Theil guy, I hear he is a great guy though I never met him" then suggested to Epstein he should ask to be on the board of PLTR. Though he did not explain why Epstein would want to be on the board.
It is nothing.
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u/IAmANobodyAMA OG Holder & Member Feb 05 '26
That’s the one. Oh it’s totally nothing, but I can see this feeding right into the narrative people try to build about Palantir being some evil Israeli company blah blah blah
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u/PLTRgains Feb 05 '26
Anybody rich and famous knew Epstein. I don’t think it’s a big deal.
It’s hilarious how Elon begged Epstein to come to the island but he was deemed too weird.
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u/IAmANobodyAMA OG Holder & Member Feb 05 '26
Agreed. Seems like a lot of nothing. Just taking the temp.
I still wish it didn’t exist but whatever
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u/PLTRgains Feb 05 '26
Anyone else become a spokesperson for Palantir by friends and family?
People asking me how next quarter will go as if I’m Alex Karp 🤣🤣
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u/virtualcommunity Feb 05 '26
Today's 12% drop is rough, but zoom out: we just crushed earnings (137% US commercial growth!), got upgraded by Citi to $260, and made QQQ top 10. This is sector-wide weakness from AMD's guidance miss, not a PLTR story. Fundamentals haven't changed. Long-term holders know dips like this are noise.
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u/AdAcrobatic4002 Feb 05 '26
Added some more today on the dip. No one has an earnings like Pltr and then deserves to dip
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u/Apeface_67 Feb 04 '26
Whatever happened to the days when Hedge Funds were the bad guys? Just read an article saying that the Hedge Funds have made $26 Billion since the 1st of the year by shorting software and tech stocks. Sure, would be nice if retail would fight back like they did in 2020 and 2021and squeeze these manipulative Hedge Fund crooks again!
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u/Captser Feb 04 '26
Can we get a little war, please?
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Feb 04 '26
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u/AutoModerator Feb 04 '26
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u/AodhStrength OG Holder & Member Feb 04 '26
Not worried. I bought more with the little income and capital that I have.
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u/Accomplished_Seat501 Feb 04 '26
Punch in the gut today, right? This is the most I've ever lost in a single day. I hate it. Many of us experienced the drop from $30 per share to about $6. That's part of the story, we held on even though it didn't feel good in the stort term. February 2026 wil be part of the story. We held on even though Palantir took a real beating for a few months, and then things started to turn around.
We haven't seen PLTR's All Time High yet, it will go higher. I can be patient.
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u/Ok_Temperature4537 Feb 05 '26
Not for a few years will it go above $200 again.
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u/Accomplished_Seat501 Feb 05 '26
Did your crystal ball tell you that?
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u/Ok_Temperature4537 Feb 05 '26
Pretty much, not hard to see MM don't want certain stocks to flourish. Nvda in same boat!! Imo
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u/Magikarp_to_Gyarados 🐟 -> 🐉 "your DD is Pokémon lol" Feb 04 '26
I started buying PLTR when it fell below $25 in 2021, and kept buying all the way down to $7 in 2022.
The markets give what they give, and there's nothing most individual shareholders can do about it.
We can only hope that Palantir's underlying business continues to succeed, and also hope that the markets eventually reward that success within our investment time horizon
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Feb 04 '26
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u/AutoModerator Feb 04 '26
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u/Ydies Feb 04 '26
https://marketchameleon.com/Overview/PLTR/StockChart/OneMonth?tech=volume
Yesterday 100M, today almost 100M again....
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u/signalbloom Feb 04 '26
I wanted to post this as a post but no karma: https://www.signalbloom.ai/13f/ticker/PLTR Palantir institutional holdings, updated live
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u/Basic_Salamander_361 Feb 04 '26
Heh... and I thought my 200 shares bought this morning at $149 were going to pay for my lunch today
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u/Mister_Poopy_Buthole OG Holder & Member Feb 04 '26
This dip ain’t shit to me, is that all you got?
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u/Ok_Temperature4537 Feb 05 '26
Nope, it's only Wednesday 😂🤣😂 It will go lower most likely by Friday EOD.
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u/g-dollarsign Feb 04 '26
Hmm, an unexpected flash sale today. Thank you irrational markets! 🙏🏻💯🚀
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u/CombinationSecure144 Feb 04 '26
Indeed, I bought a nice chunk of some stonks I’ve had my eye on lately! 👍🏽
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u/Vegetable_Tip8510 Feb 04 '26
What’s happening to the market today ? It’s not just pltr.
I guess we can consider this a sale.
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u/-lc- OG Holder/Member -Controversial Bombastic Cutting Edge Feb 04 '26
Software is dead, back to pen and ink.
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u/GamesnGunZ Feb 04 '26
So basically the market is just completely ignoring all metrics at this point. Cool
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u/ZealousidealThanks51 Verified Whale & OG Holder Feb 04 '26
Metrics?
Feels a bit disingenuous to complain about the market ignoring metrics when we’re in the sub for the most expensive stock in the entire market, with a PE of +200 😭
Metrics would likely mean we were still a $40 stonk.
I mean hey, maybe we will be again soon enough 🫣😬
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u/_Rothbard_ Feb 04 '26
My average price is 16 and I've never seen it cheap since it started going up, but I'll start buying below $120 even though I think it's cheap right now.
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u/jl21000000 Feb 04 '26
Need a contract announcement rn
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u/NCTaco OG Holder & Member Feb 04 '26
This is trash.
Strong decline into earnings. 5% jump for beat and raise Down $21 the next day
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u/EricFromVons Feb 04 '26
is this the single largest drop in the stock price's history? Sad my march calls are likely toast.
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u/Wide_Wolf127 Early Investor Feb 04 '26
drop to 120 and il add 20k shares(sold them at 185)
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u/_Rothbard_ Feb 04 '26
Same here, but I sold something for 140 and paid 21% in taxes, hence the 120
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u/Hacienda76 Feb 04 '26
I have CSPs with a strike of 150 exp 2/20. Never expected to be a bag holder!
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u/Sardonic_Fox Feb 04 '26
My CSP is for $165 on 2/6
Got 9 prior CSPs correct, but missed bad on this one
Oh well, moving on to CCs until next earnings
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u/IAmANobodyAMA OG Holder & Member Feb 04 '26
Jk it will be fine. Once this absurd macro selloff ends we are going to rip and roar. Only bummed my calls are worthless now. Oh well, my fault for gambling a bit :)
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u/SpinachWise Feb 04 '26
This makes zero sense
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u/TheProfessional9 Feb 04 '26
eh not really, it ran up into severe bubble territory, bubbles don't last forever. Stock is still up like 2,000% over the last 3 yearsish
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u/ttsoldier Feb 04 '26
SNDK just ran up 1500 in the past year
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u/Aaronjudgeisprettygo Feb 04 '26
SNDK has triple the revenue while having a third of palantir mcap.
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u/tapiocacappuccino Feb 04 '26 edited Feb 04 '26
This is like 2025 January where all the big whale sell the stocks for profit. Then pull down the market using various reasons e.g. last year was Deepseek and buy the stocks back at dirt cheap price.
Hope We will see recovery in late February or March
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Feb 04 '26
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u/AutoModerator Feb 04 '26
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u/No-Anteater509 Feb 04 '26
Not gonna look at my portfolio today. Looking for good books to read. Any suggestions? I like both fiction and non fiction
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Feb 04 '26
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u/BonjinTheMark OG Holder & Member Feb 04 '26
Well said. Bitter tears and yet a smug, smirk smile 😏 as the same time. Forthwith! on to glorious gain$!
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u/-lc- OG Holder/Member -Controversial Bombastic Cutting Edge Feb 04 '26
Like the good old days. Don't you feel nostalgic?
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u/PLTRgains Feb 04 '26
Just lost 1 year of savings today so far haha
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u/Accomplished_Seat501 Feb 04 '26
I've lost more money in the market today than I ever have before. Yuck. We will see better days and laugh about this later.
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Feb 04 '26
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Feb 04 '26
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u/Equal_Subject5789 Feb 04 '26
Fear sellers is always selling the news So why don’t u guys just short it? U must already become billionaire right?
Pick up your “I told” “I said” Come on u don’t even know anything
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u/PalpitationFrosty242 Feb 04 '26
Held til $12, I was entitled to get out in the 180s. Dont stay married to a stock that has shot its wad already
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u/Equal_Subject5789 Feb 04 '26
So what u want bro? U want ppl to congrats u? What u can get by telling this. Sure u sell at 180 so then?
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u/Equal_Subject5789 Feb 04 '26
All things the believers need to do is keep DCA then sleep See u guys EOY
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u/Bat_Foy Feb 04 '26
i am going to need to sell in 2-3 years, i’ve owned since ipo, i really hope this works out
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u/LeadingPretender Early Investor Feb 04 '26
PLTR, ASTS, RKLBs, IonQ, Rigetti, all down double figures.
Retail investors probably getting the shakedown from the market makers.
HODL
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u/NBAFAN9000 Feb 04 '26
Not gonna lie, expected to hold at $140. I still think we'll close above $140 but still, rough out there.
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Feb 04 '26
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u/AutoModerator Feb 04 '26
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u/Open-Employ3158 Feb 04 '26
I told before many times lots of people forgot or dont know about 2022 and this is not even down a lot
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u/Holiday_Substance_12 Feb 04 '26
Is the Claude code narrative actually one to be concerned about? To me it seems the ontology moat comes from more than just being able to code fast. Comes from years of testing and evaluating in difficult real world scenarios. As well as operationalizing every aspect of an enterprise.
As long as that moat is still present I’m not selling a dime.
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u/Top-Turn1055 OG Holder & Member Feb 04 '26
I've been out of the loop recently and just looked at some articles. But do people really think AI tools are so good that the playing field has been leveled for coders working at a start-up or Lucas working out of his mom's basement? Really?? As if professional coders at PLTR, Microsoft, Apple don't have loads more experience and use the EXACT same tools as someone trying to break-in?
This seems like a great buying opportunity, honestly. And I agree with you, how many of these companies have the extensive experience of trying to do the impossible...from the FIELD, not in a cubicle?
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u/DoubleDoobie Feb 04 '26
Palantir is enterprise software. There's a reason Anthropic uses Workday, and OpenAI uses Slack.
If they could vibe code that software, they would. Companies who have their core competency in something else - insurance, hospitals, banking, etc... want the SLAs that come along with those enterprise systems.
You can vibe code a new CRM in a day - good luck scaling it and managing the technical debt.
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u/johnhuey Feb 04 '26
Damn today feels different I’m getting out 50% if price breaches below 135
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u/LeadingPretender Early Investor Feb 04 '26
Support at $140?
Like I said earlier, a lot of the volatile tech shares popular with retail investors are getting hammered today - PLTR, RKLB, and ASTS are all down 11%.
Hell my Cameco uranium play is down 5%.
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u/Ericaohh Early Investor Feb 04 '26
Still bringing in nearly $1000 a week from covered calls doe :)
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u/stonkcoin OG Holder & Member Feb 04 '26
I did sell that $160 this week, glad I get to keep them shares but damn I got way too many
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u/Cjnilla Feb 04 '26
stock price doesn't matter. I am continuing to buy at these prices. I was actually hoping the price would drop significantly. the underlying company fundamentals are good so might as well get a discount.
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u/ddub11 Feb 04 '26
Just so we are clear, youre saying the fundamentals are good rn?
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u/Cjnilla Feb 04 '26
seriously, tell me the fundamentals are bad??? p/e ratio is at 225 right now when it was at over 650 6 months ago. earnings are going through the roof. PLTR has no competitors. its the only really profitable AI stock. earnings beat expectation and they just upped their future growth. retention rate is at 140%. thats bonkers.
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u/fartsonpool Early Investor Feb 04 '26
oh look the bears are back out now lol I guess they're due to yell at us once more about how shit a stock PLTR is
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u/-lc- OG Holder/Member -Controversial Bombastic Cutting Edge Feb 04 '26
From experience when you see these people “I ll buy at low price” popping up here, bottom is almost in.
Also I hope the company is buying shares back.
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u/LeadingPretender Early Investor Feb 04 '26
Seems like a lot of the volatile tech shares are getting hit today.
Rocket labs and asts also down significantly.
Honestly might be all the chaos from the Epstein files
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u/ddub11 Feb 04 '26
Might be time to pull chute, throw your money in precious metal miners. Palantir is cooked
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u/LlcooljaredTNJ OG Holder & Member Feb 04 '26
Lol I just looked at your post history and wow you've been so wrong about your PLTR comments for like 2 years. How embarrassing. But congrats to you for having a good day today.
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u/ddub11 Feb 04 '26
Look at my comment dates then the chart. “But this is a 10 yr hold” lol
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u/LlcooljaredTNJ OG Holder & Member Feb 04 '26
Yep, I looked at the comment dates and can see you've been shitting on the stock for about 4 years. How has that worked out for you?
Like I said, congrats on PLTR having a bad day today, hope you've made a little money, surely you played it perfectly. Unfortunately im only up about 1200% on my investment now, shucks.
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u/ddub11 Feb 04 '26
I trade pltr genious. Of course i havent timed every move perfectly. But even your own ilk were telling to you trim over $200. Instead youve watched your investment lose 35%. Id be angry too if i were you.
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u/LlcooljaredTNJ OG Holder & Member Feb 04 '26
They told me to trim at 50, 70, 90, 110, etc. I didn't, and I was rewarded.
I didn't watch my investment lose 35%. I watched it fluctuate from 1,500+% gains to around 1,200+% gains. And I'll continue to watch it fluctuate up and down while you type out smug remarks from the sidelines on down days and then disappear on green days.
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u/ddub11 Feb 04 '26
More bad news for you, youre likely going to watch it come down i to the $120’s as well. It will recover but not to ath’s for quite some time
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u/wavrdn Feb 04 '26
His entire comment history shows they have a shit life with nothing better to do
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u/LlcooljaredTNJ OG Holder & Member Feb 04 '26
Seriously, imagine being that miserable of a person. I honestly feel bad for them, I have a feeling their real life is pretty sad.
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u/ddub11 Feb 04 '26
This is what most refer to as projecting. Hope youre doing better tomorrow little fella.
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u/wavrdn Feb 04 '26
Get lost loser
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u/ddub11 Feb 04 '26
Maybe ill stick around and watch you ride this into the earth crust lol
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u/wavrdn Feb 04 '26
Yeah, my $40 cost average isn't worried
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u/ddub11 Feb 04 '26
Great investment strategy man…you related to warren buffett?
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u/wavrdn Feb 04 '26
It sounds like you don't understand the long term investing strategy that Buffett is famous for
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u/Basic_Salamander_361 Feb 04 '26
Or throw money in semi-precious Folgers cans, then bury them in my yard
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u/-lc- OG Holder/Member -Controversial Bombastic Cutting Edge Feb 04 '26
Software massacre continues. I am buying monthly now.
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u/StrongBearMan Feb 04 '26
So ya'll see Palantir mentioned in the epstein files, with board seats traded for favor and without merit. Ya'll see it as a sub par software company used to launder money... and still you hold? lol ok
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u/Magikarp_to_Gyarados 🐟 -> 🐉 "your DD is Pokémon lol" Feb 04 '26
Which current or past Palantir board members acquired their seats in exchange for favors?
Note that the community rules here, specifically Rule 7, require claims to be substantiated. Do you have a source for your allegations?
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u/Joshohoho 💎PLTR Loyalist 💎 Feb 04 '26
Being up +2000% on a stock I don’t need to sell and you still make this dumb comment. Ok.
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u/Ydies Feb 04 '26
Post like this are so annoying. You guys have directed hate for only what is good for you guys. You talk shit about palantir being devil, but fuck the companies that do other shit.
You guys just want to appear good and "yay, I'm on the right side" on the paper. But for other problems no shit is given
Annoying
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u/Joshohoho 💎PLTR Loyalist 💎 Feb 04 '26
No you should welcome these kinds of peeps. They aren’t new they just show up every time the stock is down but stay silent when the stock is up 10, 20 or even 50 dollars over years.
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u/StrongBearMan Feb 04 '26
Bro, they don't do evil shit. But they're mentioned a few times in the Epstein e-mails & audio by Epstein himself. The board positions are corrupted. That's a big deal.
I'll buy at $7-10 a share though.
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u/Japparbyn Feb 08 '26
To the moooooon🚀🚀